2012-03-01T11:32:27-06:00 2011-06-30 990 2010-07-01 941698615 THOMAS AQUINAS COLLEGE THOM 8055254417 10000 OJAI ROAD SANTA PAULA CA 93060 PETER L DELUCA III 8055254417 2012-03-01 2010 2016-02-24 21:20:13Z PETER L DELUCA III 10000 OJAI ROAD SANTA PAULA CA 93060 20088562 0 X WWW.THOMASAQUINAS.EDU X 1971 CA POST SECONDARY EDUCATION-EDUCATIONAL ACTIVITIES 24 0 581 0 291696 291696 5487107 5215625 10156581 10442948 493541 932143 603084 686829 16740313 17277545 2377416 2482482 0 0 8384257 8736411 17757 0 2342744 6221394 6217172 17000824 17436065 -260511 -158520 71785236 73754179 10241969 10436635 61543267 63317544 X THOMAS AQUINAS COLLEGE IS AN INSTITUTION THAT HAS FAITHFULLY PURSUED, ARTICULATED AND DEFENDED A SINGLE, WELL-DEFINED MISSION THROUGHOUT ITS 40 YEARS OF EXISTENCE. THAT MISSION IS STATED WELL IN ITS SELF-STUDY: TO PROVIDE FOR THE "LIBERAL EDUCATION OF STUDENTS ACCORDING TO THE NATURAL POWERS OF REASON AND BY THE LIGHT OF THE CATHOLIC FAITH." 0 0 12215932 2482482 10455594 EDUCATIONAL ACTIVITIES. STUDENT AVERAGE 348. 12215932 1 1 0 0 0 0 0 1 0 1 1 1 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 X 465 0 1 581 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 24 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 MD OH AZ KY X THOMAS AQUINAS COLLEGE 8055254417 10000 OJAI RD SANTA PAULA CA 930609621 ROY J WENSLEY X 0 0 0 R SCOTT TURICCHI X 0 0 0 ROBERT J BARBERA X 0 0 0 JAMES P CONN X 0 0 0 ANGELA Y CONNELLY X 0 0 0 GLEN R COUGHLIN X 0 0 0 MILTON F DAILY JR X 0 0 0 MICHAEL K GRACE X 0 0 0 MARIA O GRANT X 0 0 0 FRANCES O'C HARDART X 0 0 0 DIETER HUCKESTEIN X 0 0 0 MARK E MONTGOMERY X 0 0 0 BERNARD NEAL X 0 0 0 FREDERICK J RUOPP X 0 0 0 THOMAS P SULLIVAN X 0 0 0 DONALD E SWARTZ X 0 0 0 HENRY J ZEITER X 0 0 0 ANDREW W ZEPEDA X 0 0 0 THOMAS R KRAUSE X 0 0 0 MICHAEL F MCLEAN 40.00 X X 99812 0 18283 JOHN NEUMAYR 20.00 X X 49071 0 15837 PETER L DELUCA III 40.00 X X 101642 0 18283 THOMAS J KAISER 40.00 X 102398 0 22584 BRIAN T KELLY 40.00 X 107359 0 22624 JOHN Q MASTELLER 40.00 X 109367 0 22992 PAUL O'REILLY 40.00 X 119058 0 22686 GREG BECHER 40.00 X 117943 0 22992 DAVID QUACKENBUSH 40.00 X 116593 0 22584 MICHAEL C COLLINS 40.00 X 116422 0 22747 SEAN COLLINS 40.00 X 110858 0 22584 1150523 0 234196 9 0 0 0 BON APPETIT MANAGEMENT 1000 W TEMPLE ST LOS ANGELES CA 90074 FOOD SERVICES 1097763 BENEFIT ALLOCATION SYSTEM INC PO BOX 31001-1149 PASADENA CA 91110 MEDICAL INS. SERVICES 920441 LAUBACHER AGENCY PO BOX 31 OXNARD CA 93032 INSURANCE SERVICES 213234 VANGUARD PRINTING 220 BERNOULLI CIRCLE OXNARD CA 93030 PRINTING SERVICES 176275 TULBERG CONSTRUCTION 931 GREENWOOD DRIVE SANTA PAULA CA 93030 CONSTRUCTION SERVICES 114253 7 45942 5169683 1890951 5215625 TUITION 611600 7764393 7764393 AUXILIARY 611710 2678555 2678555 10442948 518935 518935 582382 291696 290686 43542 43542 43542 43542 3098013 2684805 413208 413208 413208 38300 45942 42185 -3885 -3885 96673 84027 12646 12646 SEMINARS 611710 33722 33722 RETREATS 611710 13616 13616 4806 4806 52144 17277545 10455594 291696 1314630 2482482 2482482 350415 159720 81523 109172 6386253 4754051 977794 654408 219276 142530 54818 21928 1309796 874890 249152 185754 470671 319183 89167 62321 17708 12998 4710 36863 36863 37143 37143 1606885 985148 472327 149410 142661 53733 88928 398692 84369 72369 241954 29464 7801 21663 619553 392633 160652 66268 138550 13184 28497 96869 74866 6650 1118 67098 387253 251714 96814 38725 2065447 1363195 268508 433744 211345 129298 62635 19412 MISCELLANEOUS 196532 92101 38318 66113 EDUCATIONAL MATERIALS A 148620 140250 7871 499 UNRELATED BUSINESS INCO 60172 60172 MEMBERSHIP FEES AND DUE 45418 24534 7116 13768 17436065 12215932 2877389 2342744 48352 10991 912482 1105145 943605 1709736 100241 114675 123945 130160 50910 48044 162867 163423 68765961 17227465 52498502 51538496 14195389 16167296 137644 144521 2611299 2621692 71785236 73754179 282900 353629 381222 517900 8707192 8592428 870655 972678 10241969 10436635 X 48808405 48885187 2463832 4160327 10271030 10272030 61543267 63317544 71785236 73754179 X -158520 1932797 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 553495 679274 X 1 11655497 51000 2248191 500455 25653 13428580 10815288 231785 1170889 536436 25969 11655497 12508127 250328 -1267489 675417 321 10815228 1.00000 0 0 1288801 1288801 61104300 12681441 48422859 6372860 4546024 1826836 51538496 CHARITABLE REMAINDER UNITRUST, BOYLE 82128 F MCGEE TRUST 62393 F 144521 OIL PROPERTY-ROYALTY 952677 OIL PROPERTY-WORKING INTEREST 1539295 INVESTMENT LONG-TERM 1000 PRIVATE LIFE INSURANCE 128720 2621692 CHARITABLE REMAINDER GIFT ANNUNITIES 886882 CHARITABLE REMAINDER UNITRUST 23403 MCGEE TRUST 62393 972678 17277545 17436065 -158520 1932800 -3 1932797 1774277 19295143 1932800 770 1 1933571 17361572 -84027 -84027 17277545 17520866 770 84027 84797 17436069 -4 -4 17436065 PART III, LINE 4: OUR LIBRARY COLLECTION INCLUDES WORKS OF ART, HISTORICAL ARTIFACTS, AND BOOKS AND MANUSCRIPTS THAT ARE RELATED TO OUR PROGRAM OF STUDIES. THE BOOKS AND MANUSCRIPTS, FOR EXAMPLE, ARE TYPICALLY EARLY EDITIONS IN THE ORIGINAL LANGUAGES OF THE BOOKS WE READ IN OUR PROGRAM OF STUDIES. THESE ITEMS ALLOW PROFESSORS AND STUDENTS TO REVIEW THE WORKS IN THEIR ORIGINAL FORM. THE WORKS OF ART AND OTHER HISTORICAL ARTIFACTS PROVIDE STUDENTS AND PROFESSORS WITH A SENSE OF CONTEXT FOR THE READINGS IN THE PROGRAM. PART XI, LINE 8 - OTHER ADJUSTMENTS: ROUNDING -3. PART XII, LINE 2D - OTHER ADJUSTMENTS: OTHER ADJUSTMENT 1. PART XII, LINE 4B - OTHER ADJUSTMENTS: COGS AS EXPENSE IN AUDITED FINANCIALS -84,027. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COGS AS EXPENSE IN AUDITED FINANCIALS 84,027. PART XIII, LINE 4B - OTHER ADJUSTMENTS: OTHER ADJUSTMENT -4. PART X, LINE 2: THE COLLEGE EVALUATES ITS UNCERTAIN TAX POSITIONS, UNDER ASC 740-10, ACCOUNTING FOR INCOME TAXES, AND WOULD RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. MANAGEMENT DOES NOT BELIEVE THAT THE COLLEGE HAS ANY UNCERTAIN TAX POSITIONS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 PUBLICIZED VIA OUR WEB-SITE GOLF TOURNAMENT 84242 45942 38300 2788 29008 9276 250 863 84242 45942 38300 2788 29008 9276 250 863 42185 -3885 1 STUDENT GRANTS 230 0 2482482 NEED BASED AID (GRANTS) PROVIDED TO STUDENTS ATTENDING THOMAS AQUINAS COLLEGE PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ALL GRANTS AND ASSISTANCE THAT ARE PROVIDED BY THOMAS AQUINAS COLLEGE ARE PART OF A NEED-BASED FINANCIAL AID PROGRAM THAT ASSISTS STUDENTS WITH THE COST OF TUITION, ROOM AND BOARD. BESIDES GRANTS, THE ONLY OTHER ASSISTANCE OFFERED IS A NEED-BASED EMPLOYMENT PROGRAM. THE FINANCIAL AID OFFICE MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF THE GRANTS AND ASSISTANCE, THE GRANTEE'S ELIGIBILITY FOR THE GRANTS AND ASSISTANCE, AND THE SELECTION CRITERIA USED TO AWARD THE GRANTS AND ASSISTANCE. ALL GRANTS AND ASSISTANCE ARE CAREFULLY MONITORED BY THOMAS AQUINAS COLLEGE. THE AMOUNTS ARE DISBURSED DIRECTLY INTO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, AND CONSEQUENTLY, THE COLLEGE HAS FULL CONTROL OVER HOW THE GRANTS AND ASSISTANCE ARE USED. X 3 553495 FMV/APPRAISAL X 8689 FMV X 24 151461 FMV X COMPUTER EQUIPMENT 2 10084 FMV X KITCHEN APPLIANCES 1 8744 FMV X MISCELLANEOUS 3 4007 FMV 0 1 1 THIRD PARTY USE: PART I, LINE 32B: THE COLLEGE USED MORGAN STANLY CO. OR OTHER THIRD PARTIES TO SELL SECURITIES-PUBLICLY TRADED NON-CASH DONATIONS. EXPLANATION FOR NOT FILING FORM 990-T FORM 990, PART V, LINE 3B FORM 990-T WILL BE FILED BY MAY 15, 2012. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PREPARED BY THE ACCOUNTANT AND THE BUSINESS MANAGER, AND FINALLY REVIEWED AND APPROVED BY THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS SELF-MONITORED, AND ANY QUESTIONS REGARDING CONFLICT OF INTEREST ARE REVIEWED BY THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND THE PRESIDENT. FORM 990 PART VI, SECTION B LINE 15 THE PRESIDENT AND ALL TUTORS (PROFESSORS) ARE MEMBERS OF THE FACULTY AND PAID ON THE FACULTY SALARY SCALE WITH NO ADJUSTMENTS FOR THEIR POSITION. THE FACULTY SCALE IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF GOVERNORS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE COLLEGE WILL PROVIDE COPIES OF ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,932,800. ROUNDING -3. TOTAL TO FORM 990, PART XI, LINE 5: 1,932,797.