2011-04-26T17:34:14-05:00 2010-06-30 Moss Adams LLP 3121 W March Lane Stockton CA 95219 990 2009-07-01 952261113 Pitzer College PITZ 9096218043 1050 N Mills Avenue Claremont CA 917116101 Yuet K Lee 9096218043 2011-04-25 1 TRACY S PAGLIA 2099556100 2009 2016-02-24 21:20:13Z Laura Skandera Trombley 1050 N Mills Avenue Claremont CA 917116101 317716670 0 X www.pitzer.edu X 1963 CA Pitzer College is an educational institution focusing on undergraduate education. 39 38 1026 100 0 -1799 5280395 3684067 49324664 51499958 2588 10551475 237525 228898 54845172 65964398 9570992 11177160 0 22523151 24092865 0 1270249 21048075 22514109 53142218 57784134 1702954 8180264 168603418 216681047 56068561 95645874 112534857 121035173 Pitzer College produces engaged socially responsible citizens of the world through an academically rigorous, interdisciplinary liberal arts education emphasizing social justice, intercultural understanding and environmental sensitivity. The meaningful participation of students, faculty and staff in college governance and academic program design is a Pitzer core value. Our community thrives within the mutually supportive framework of The Claremont Colleges, which provide an unsurpassed breadth of academic, athletic and social opportunities. 0 0 51897392 11177160 51499958 Pitzer College is an educational institution focusing on undergraduate education. The undergraduate full time equivalent enrollment for the year was 990 students. 51897392 1 1 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 1 0 0 0 1 1 1 1 1 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 1 2807 0 1 1026 1 1 1 1 NP IT CS 0 0 0 1 1 0 0 0 1 39 38 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Mia Alonzo Claremont University Consortium 9096218043 150 E 8th Street Ste A Claremont CA 917113978 Hirschel B Abelson 4.00 X 0 0 0 Bridget Baker 1.30 X 0 0 0 Robert Bookman 1.00 X 0 0 0 Donnaldson Brown 1.00 X 0 0 0 Harold Brown 2.00 X 0 0 0 William G Brunger 1.00 X X 0 0 0 S Mohan Chandramohan 1.00 X 0 0 0 Claudio Chavez 1.00 X 0 0 0 Richard D'Avino 4.00 X 0 0 0 Jorge Delgado 1.00 X 0 0 0 Susan Dolgen 1.00 X 0 0 0 Vicki Kates Gold 1.00 X 0 0 0 Donald P Gould 1.50 X 0 0 0 Jonathan P Graham 2.00 X 0 0 0 Susan Hollander 1.00 X 0 0 0 Deborah Bach Kallick 1.00 X 0 0 0 Katherine Cone Keck 1.00 X 0 0 0 Edward Kislinger 1.00 X 0 0 0 Robin Kramer 4.00 X X 0 0 0 John Landgraf 1.00 X 0 0 0 Julie Mazer 1.00 X 0 0 0 Arnold Palmer 1.00 X 0 0 0 Shana Passman 1.00 X 0 0 0 Ann E Pitzer 1.00 X 0 0 0 Russell M Pitzer 1.00 X 0 0 0 Paula B Pretlow 1.00 X 0 0 0 Susan S Pritzker 1.00 X 0 0 0 Alissa Okuneff Roston 1.00 X 0 0 0 Steven R Scheyer 1.00 X 0 0 0 Margot Levin Schiff 1.00 X 0 0 0 William D Sheinberg 1.00 X 0 0 0 Susan Nathan Sholl 1.00 X 0 0 0 TD Smith 1.00 X 0 0 0 Shahan Soghikian 1.00 X 0 0 0 Lisa Specht 2.50 X 0 0 0 Eugene P Stein 1.00 X 0 0 0 Charlie Woo 2.00 X 0 0 0 Debra Wong Yang 1.00 X 0 0 0 Teresa Lim 1.00 X 0 0 0 Cynthia Telles 1.00 X 0 0 0 Joyce Ostin 1.00 X 0 0 0 Laura Skandera Trombley 40.00 X 397069 0 92774 Yuet Lee 40.00 X 199320 0 24907 Lori M Yoshino 40.00 X 117379 0 23097 Jennifer Berkley 40.00 X 79579 0 14794 Mia Alonzo 40.00 X 0 109726 20273 Alan Jones 40.00 X 190719 0 31279 Arnaldo Rodriguez 40.00 X 152304 0 23590 Dennis Trotter 40.00 X 221421 0 62811 James Marchant 40.00 X 131828 0 25437 Stephen Glass 40.00 X 143126 0 24848 Larry Burik 40.00 X 132923 0 20225 Albert Wachtel 40.00 X 133608 0 24545 Peter Nardi 40.00 X 166907 0 23721 Thomas Ilgen 40.00 X 233377 0 22620 2167732 109726 409484 41 0 1 0 Bayley Construction GP 3730 S Susan St Ste 200 Santa Ana CA 92704 Construction 3513923 Pankow Special Projects LP 2923 Bradley St Ste 110 Pasadena CA 91107 Architect 2390802 Bon Appetit Inc File 50196-Ground Level Los Angeles CA 90074 Food Service 1914340 Levin & Associates Architects Inc 811 W 7th St Suite 900 Los Angeles CA 90017 Architect 632950 Blackbaud Inc P O Box 930256 Atlanta GA 31193 Software Consulting 193425 11 60420 346814 3276833 488619 3684067 Tuition and fees 611600 39430610 39430610 Auxiliary enterprises 611710 10936639 10936639 Summer conferences 611710 1101559 1101559 Private contracts 900099 17468 17468 Interest-student loans 611710 13682 13682 51499958 1853039 1853039 115216 115216 260321718 251738498 8583220 8583220 8583220 150 60420 13774 -13624 -13624 Other sources 900099 242522 242522 242522 65964398 51499958 0 10780373 11177160 11177160 1771068 800512 707892 262664 2734 2734 16846445 15227106 1050924 568415 2272772 2030950 166643 75179 2007876 1858601 68968 80307 1191970 1026330 116095 49545 124829 55042 69787 105900 105900 137207 137207 386857 381639 5218 847988 841375 6613 628415 567606 24559 36250 1510317 1280636 94501 135180 354284 234516 113911 5857 1027254 994830 19108 13316 973095 920443 21071 31581 245270 226743 18527 3111359 3072302 39057 6910984 5551814 1358721 449 2079970 1980689 99281 176764 4874 171890 Food and housing 2460476 2460476 Building repair 632633 613200 19433 Noncap equipment 458519 354313 103370 836 Other expenses 327191 219078 97817 10296 Books & Periodicals 14797 14423 374 57784134 51897392 4616493 1270249 545262 414851 13317630 16970152 5727666 1122775 1206078 2185713 74014 71951 185278 253916 1569671 2165800 79660977 26565278 48137575 53095699 68947538 66831958 22279837 66534622 4776931 5125581 1835938 1908029 168603418 216681047 4223413 5910851 2100229 2202846 42935442 80499595 99119 382835 6710358 6649747 56068561 95645874 X 69934733 78728787 14287787 13333983 28312337 28972403 112534857 121035173 168603418 216681047 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 77463651 6467107 10646718 94577476 100192897 4705127 -22743132 810580 3880661 77463651 0.61000 0.28000 0.11000 0 0 1095449 1095449 70953645 20888353 50065292 7611883 5676925 1934958 53095699 Funds held in trust by others 41400993 F Real estate investment trust 25133629 F 66534622 Government advances for student loans 3179289 Annuities payable 212604 Early retirement liability 2400498 Asset retirement obligation 857356 6649747 65964398 57784134 8180264 672710 -394752 277958 8458222 54720433 672710 672710 54047723 386857 11529818 11916675 65964398 46262211 42094 42094 46220117 386857 11177160 11564017 57784134 Part V, Line 4: Description of Intended Use of Endowment Funds: The College uses the income from the endowment funds per the requirements of the donor. Such income is used for grants, scholarships, professorships, lectures and general operations of the College. In fiscal year 2009, the Board of Trustees voted to forgo spending income from the endowment for fisal year 2010 and all earnings were reinvested. Part X: Description of Uncertain Tax Positions Under FIN 48: In accordance with provisions of generally accepted accounting principles, the College had no uncertain tax positions and/or obligations at June 30, 2010 and 2009. Part XI, Line 8 - Other Adjustments: Actuarial adjustment: -2655. Staff retirement plan comprehensive loss: -350003. Expenses reported on Pitzer Costa Rica's return: -42094. Part XII, Line 4b - Other Adjustments: Student Financial aid: 11177160. Acturial Adjustments: 2655. Staff retirement plan comprehensive loss: 350003. Part XIII, Line 2d - Other Adjustments: Expenses reported on Pitzer Costa Rica's return: 42094. Part XIII, Line 4b - Other Adjustments: Student Financial aid: 11177160. 1 1 1 Students applying to the college receive registration materials that state the nondiscrimination policy. The policy is also published on the Pitzer College website. www.pitzer.edu 1 1 1 1 0 0 0 0 0 0 0 0 1 0 Pitzer College participates in the Pell Grant, Supplemental Educational Opportunity Grant, ACG, Cal Grants, SMART grants, College Work-Study and Perkins Loan programs. 1 South Asia 1 1 Program services Education 290866 Europe 1 1 Program services Education 107502 Central America and the Caribbean 1 0 Program services Education 223537 Sub-Saharan Africa 1 0 Program services Education 229299 East Asia and the Pacific 1 0 Program services Education 293914 South America 1 0 Program services Education 344274 6 2 1489392 Procedure for Monitoring Grants Outside the U.S.: Schedule F, Part I, Line 2: Funds are sent via wire to the director in charge of the program. Receipts for all expenses are sent to the Treasurer's office where they are reconciled, translated into US currency and recorded. Actual expenses are recorded each year except for some expenses at the end of the year that are estimated and reconciled in the following year when the receipts are received. Chicano Latino Scholarship Recep. 60570 60420 150 2900 10874 60570 60420 150 2900 10874 13774 -13624 1 Institutional Grant Aid 487 11003809 Supplemental Educational Opportunity Grant 67 173351 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Pitzer College awards scholarships only to individual undergraduate students. These scholarships are awarded based upon academic achievement and/or demonstrated financial need. The Financial Aid Office, with the assistance of the Registrar's Office, monitor student enrollment each semester to ensure that students remain qualified for financial aid. The College also awards tuition to dependents of its employees who meet the requirements of the College's Tuition Remission Program. Employee dependent's must be enrolled at one of the undergraduate schools of The Claremont Colleges. Tuition is paid directly to the undergraduate college after grades are submitted to the Human Resources Office as evidence of course completion. X X X X 1 1 X X X X X X 0 1 0 0 0 0 0 0 0 Laura Skandera Trombley 392750 0 0 0 4319 0 45900 0 46874 0 489843 0 0 0 Yuet Lee 198000 0 0 0 1320 0 23760 0 1147 0 224227 0 0 0 Alan Jones 180997 0 0 0 9722 0 23520 0 7759 0 221998 0 0 0 Arnaldo Rodriguez 144448 0 0 0 7856 0 18526 0 5064 0 175894 0 0 0 Dennis Trotter 212966 0 0 0 8455 0 26796 0 36015 0 284232 0 0 0 Stephen Glass 138283 0 0 0 4843 0 17258 0 7590 0 167974 0 0 0 Larry Burik 132395 0 0 0 528 0 15834 0 4391 0 153148 0 0 0 Albert Wachtel 131752 0 0 0 1856 0 16256 0 8289 0 158153 0 0 0 Peter Nardi 142548 0 0 0 24359 0 16216 0 7505 0 190628 0 0 0 Thomas Ilgen 225060 0 0 0 8317 0 14384 0 8236 0 255997 0 0 0 Part I, Line 1a Any of the items checked above are provided only as documented in a particular individual's contract with the College. President is required to live in Pitzer-owned house as part of her contract. All maintenance expenses related to the house are paid by Pitzer. Part I, Line 4a Part II, line 4b: President Laura Trombley participated in a Section 457(f) supplemental nonqualified plan. No payments were made under the plan during the year. The College's contributions, in accordance with the terms of the Employment Agreement, and all earnings or losses thereon, shall vest on June 30, 2010 if the President continues in the College's employ through such date, or such earlier date on which the President dies, is terminated by the College without Cause or resigns for Good Reason. The value of the President's Section 457(f) account balance shall be paid upon vesting or as soon thereafter as practicable, net of required withholding taxes. California Educational Facilities Authority Series 2009 521705592 130178UR5 2009-11-18 63724597 Facility construction & improvement, refinance CEFA Series 1999 and 2005B 0 0 California Educational Facilities Authority Series 2005A 521705592 1301754Q2 2005-04-29 16335084 Facility construction & improvement 0 0 California Educational Facilities Authority Series 2005B 521705592 1301754R0 2005-04-29 20575000 Facility construction & improvement 1 0 63734486 24432594 38509453 792003 0 1 0 1 18591584 2077808 241084 16172399 2010 0 0 0 1 21910516 1788375 221021 9452 19834743 2008 0 0 1 1 0 0 0 0 1 0.01200 0.01200 1 0 0 0 0 1 0.01500 0.01500 1 0 0 0 0 1 0.01100 0.01100 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 Dennis Trotter Mortgage X 75000 71951 0 1 1 71951 X 1 0 X 1 0 X 18 122146 FMV 1 0 1 1 Third Party Use: Part I, Line 32b: Morgan Stanley Smith Barney is used to sell stock gifts for Pitzer College. Non Reporting of Revenue: Part I, Line 33: Historically, Pitzer College has not booked noncash gifts other than publicly traded stock due to the difficulty in determining the value of the gift. Form 990, Part VI, Section A, line 2 Alan Jones, VP/Dean of Faculty and Jennifer Berkley, Secretary to the Board of Trustees are married. Form 990, Part VI, Section B, line 11 The form is reviewed by the Audit Committee. A copy of the 990 is provided to each member of the Board, excluding emeriti Trustees who are non-voting members. Form 990, Part VI, Section B, line 12c An annual solicitation of all trustees, College officers, Vice Presidents and other critical employees is conducted. Follow-up is made in an effort to obtain responses from all regular trustees. The results of the solicitation are presented to the Audit Committee. Form 990, Part VI, Section B, line 15 The College uses benchmark salary data from comparable higher education institution groups for all employees, including executive management positions. Salaries are also reviewed in relation to performance as evidenced by annual written performance evaluations and years in position. Compensation for Pitzer's top executives is reviewed and approved by the Trustee Compensation Committee whose charge, drawn from the bylaws, is as stated below: 4.22 (a)(i) Compensation Committee. There shall be a subcommittee of the Executive Committee known as the Compensation Committee that shall review and approve the compensation, including benefits, of all of the following: (a) the President, (b) the Treasurer, and (c) every person, regardless of title, with powers, duties or responsibilities comparable to a president, chief executive officer, treasurer or chief financial officer. The review shall be conducted in a accordance with California Government Code Section 125856(g). The Compensation Committee shall be composed of independent Trustees and shall not include the President or Treasurer. In addition to the President and Treasurer, the Trustee Compensation Committee reviews and approves compensation for the Vice President of Academic Affairs as this position is desginated to act as the chief executive officer in exigency. The President's contract, effective March 2008 for a five year period, was approved by the full Board after an extensive process undertaken by a subcommittee of the board in consultation with an independent compensation consultant. The review included the president's performance and the external market for comparable chief executives and peer institutions. The board's Executive Committee annually conducts a performance review and recommends changes, if any, in salary or benefits for the President to the Board of Trustees, which has the ultimate authority for this determination. The Board then has an extensive discussion of the President's performance, the external market for comparable chief executives and peer institutions and the overall needs and means of the college. After thorough discussion, and given the importance that the Board attaches to its supervision of the President, the Board attempts to achieve a consensus in favor of all compensation decisions. The Board then formally approves the new compensation. For the Treasurer and Vice President of Academic Affairs, the Compensation Committee reviews and approves recommended compensation after reviewing performance, and salary and benefits in relation to the average salary and benefits packages of selected peer organizations and years in position. This process was not undertaken in 2009 as there were no salary increases for these individuals. Minutes of the committee and the analyses are kept in confidentiality, limited to the committee, the President, the Secretary of the Board, the Vice President for Administration and Finance/Treasurer, and the Director of Human Resources. The Director of Human Resources retains the minutes and analyses as documentation of this process. Form 990, Part VI, Section C, line 19 - Governing documents are not available to the general public - Conflict of interest policy is not available to the public - Audited financial statements are available on the College's website Claremont University Consortium 150 E 8th Street Claremont CA 91711 954786748 Support Claremont colleges CA 501(c)(3) 11a, Type I N/A Pitzer College - Costa Rica 150 E 8th Street Claremont CA 91711 320152376 Conservation easement for forest conservation CA 501(c)(3) 11a, Type I N/A 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 Pitzer College Costa Rica Q 30339