2026-04-02T19:25:13-07:00 2025-05-31 990 2024-06-01 951684793 WESTMONT COLLEGE WEST 8055656000 955 La Paz Road Santa Barbara CA 93108 Joseph Foster Controller 8055656286 2026-04-01 1 2024 2025-03-06 01:10:19Z Gayle Beebe 955 La Paz Rd Santa Barbara CA 93108 142279485 0 X www.westmont.edu X 1937 CA Westmont College is an undergraduate, residential, Christian, liberal arts community serving God's kingdom by cultivating thoughtful scholars, grateful servants and faithful leaders for global engagement with the academy, church and world. 24 24 1273 191 0 0 31315961 13398721 87809188 89722180 3963310 7493560 953525 2588159 124041984 113202620 40255873 40394385 0 0 40823924 39716442 0 0 2120415 36081078 35341012 117160875 115451839 6881109 -2249219 324970603 319893393 75324487 72250119 249646116 247643274 Higher Education: Westmont College is an undergraduate, residential, Christian, liberal arts community serving God's kingdom by cultivating thoughtful scholars, grateful servants and faithful leaders for global engagement with the academy, church and world. 0 0 102461809 40394385 99803899 Instruction. This program service encompassed a wide range of instruction in liberal arts curriculum 0 0 0 102461809 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 286 0 1 1273 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Joseph Foster 8055656286 955 La Paz Road Santa Barbara CA 93108 Gayle Beebe President 40 1 X 393012 0 46211 Kimberly Battle-Waters Denu Provost 40 0 X 271123 0 50183 Douglas Jones Vice President for Finance 40 1 X 255849 0 47909 Reed Sheard Vice President for Advancement and CIO 40 1 X 234671 0 38562 Irene Neller Vice President for Enrollment, Marketing, and Communications 40 0 X 224269 0 15441 Dianthe Hoffman Director of Nursing Program 40 0 X 194548 0 43175 Robert Hughes Director of Health Services 40 0 X 174893 0 46625 Alex Nizet Assistant Vice President of Major Gifts 40 0 X 163553 0 43438 Rick Ifland Director of Eaton Center and Econ Professor 40 0 X 181160 0 18291 Daniel Jensen Professor of Mechanical Engineering 40 0 X 183221 0 12783 Stu Cleek Vice President for Student Life 40 0 X 131774 0 20478 Mike Allen Trustee 2 0 X 0 0 0 Holly Anderson Trustee 2 0 X 0 0 0 Mary Barbour Trustee 2 0 X 0 0 0 Teri Bradford Rouse Trustee 2 0 X 0 0 0 Phil Dunkelberger Trustee 2 0 X 0 0 0 Rick Fogg Trustee 2 0 X 0 0 0 Dave Gehring Trustee 2 0 X 0 0 0 Marcus Goodloe Trustee 2 0 X 0 0 0 Ramon Gupta Trustee 2 0 X 0 0 0 Helga Houston Trustee 2 0 X 0 0 0 Denise Jackson Trustee 2 0 X 0 0 0 Tremper Longman Trustee 2 0 X 0 0 0 Todd Mattson Trustee 2 0 X 0 0 0 Patricia Martin Trustee 2 0 X 0 0 0 Bob Nicholson Trustee 2 0 X 0 0 0 Roxanne Packham Trustee 2 0 X 0 0 0 Jim Richardson Trustee 2 0 X 0 0 0 Karen Robilio Trustee 2 0 X 0 0 0 Sharon Rose Trustee 2 0 X 0 0 0 Jack Sinclair Trustee 2 0 X 0 0 0 Lynne Tahmisian Trustee 2 0 X 0 0 0 Mitch Vance Chair of the Board 2 0 X 0 0 0 Kevin Vanhoozer Trustee 2 0 X 0 0 0 Celeste White Trustee 2 0 X 0 0 0 2408073 0 383096 41 0 1 0 Outside Open 19 W Carrillo St A Santa Barbara CA 93101 Network, servers and cyber security 695058 Continental Janitorial Service 925 N Ontare Road Santa Barbara CA 93105 Janitorial services 566851 Slingshot LP 1500 S Western Ave Marion IN 46953 Course Materials 312916 Jano Printing & Mailworks 200 North Elevar Street Oxnard CA 93030 Printing and Mailing Services 245330 Ellucian Company LP 62578 Collections Center Drive Chicago IL 606930625 Campus technology solutions for deeper engagement with college community 191905 7 0 0 0 0 490843 12907878 1072055 13398721 Tuition and Fees 611310 68931700 68931700 0 0 Auxiliary Enterprises 611310 20790480 20790480 0 0 0 0 0 0 89722180 2584076 2584076 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 33657086 0 28747602 0 4909484 0 4909484 4909484 0 0 0 0 0 0 0 0 0 0 0 0 0 0 288627 329263 -40636 -40636 0 0 2628795 2628795 0 0 2628795 113202620 99803899 0 0 0 0 40394385 40394385 0 0 0 0 2408074 1136720 774593 496761 0 0 0 0 27616953 21975203 4870868 770882 1575003 1427152 128623 19228 6095912 4692360 1146185 257367 2020500 1555290 379905 85305 0 0 0 0 63035 0 63035 0 150939 0 150939 0 15000 0 15000 0 0 0 0 0 0 0 8647794 7821785 695484 130525 290390 233297 43918 13175 1783191 1587369 160964 34858 687665 424624 263041 0 1438 1438 0 0 333297 333297 0 0 2997623 2593932 270905 132786 0 0 0 0 2244337 1789699 368987 85651 2464075 2416650 47425 0 0 0 0 0 6911114 6911114 0 0 2648934 1900372 748562 0 Utilities 2584469 2493203 91266 0 Printing and Postage 419265 339052 36042 44171 Building Servicing and Supplies 1713346 1616736 96610 0 All Other Expenses 1385100 818131 517263 49706 115451839 102461809 10869615 2120415 0 0 5029523 1937240 11108881 7252076 2076902 1935538 0 0 0 0 6383372 6475970 472100 263157 377021 793102 312600553 121602643 189506550 190997910 96317464 101484503 0 0 8642350 8183324 0 0 5056440 570573 324970603 319893393 5421831 3799659 296823 0 2648470 3795691 49212868 46819129 0 0 0 0 0 0 0 0 17744495 17835640 75324487 72250119 X 137713614 133566248 111932502 114077026 249646116 247643274 324970603 319893393 X -2249219 180224 0 -137747 0 203900 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 15000 1 0 0 0 15000 0 Schedule C, Part II-B, Line 1 Westmont College periodically seeks to influence State legislation it considers detrimental to its operations. The college is a member of an association of like-minded colleges and universities that have come together to lobby against such legislation. The college paid $15,000 as part of its membership in the organization 0 10131645 0 0 X X X X Instruction 0 92162206 5773730 6748660 0 5805051 0 98879545 89005489 2787615 7621023 0 7251921 0 92162206 94513072 5451024 -5550914 0 5407693 0 89005489 95147951 10118494 -6938636 0 3814737 0 94513072 78071096 2363663 18293633 0 3580441 0 95147951 0.307 0.628 0.065 0 0 0 59373270 59373270 0 191238844 108774140 82464704 0 0 0 0 0 23270080 12828503 10441577 0 38718359 0 38718359 190997910 0 Long-Term Faculty Housing Commitments 16194560 Deferred Income from Split Interest Agreements 370122 Annuities Payable 934782 Operating Lease Liabilities 336176 17835640 73829577 180224 0 0 -39553267 -39373043 113202620 0 0 0 113202620 75787444 0 0 0 621729 621729 75165715 0 40286124 40286124 115451839 Schedule D, Part III, Line 4 The college collection of art is held for public display and instruction. Schedule D, Part V, Line 4 Endowment funds are used to create income for scholarships and to support college programs. Schedule D, Part XI, Line 2d The accounting standards state that tuition discounts are applied to the Tuition and Fees revenues on the face of the Statement of Activities in the audited financials. Additionally Westmont's audited financials include the Westmont Foundation revenues the change in value of actuarial obligations and gross bookstore revenues. Schedule D, Part XII, Line 2d Westmont Foundation (related entity) expenses, which are excluded from this 990 filling are included in the audited financials. The audited financials also treat cost of goods sold as an expense, whereas the 990 has it as a reduction in revenue. Schedule D, Part XII, Line 4b Financial aid discounts consisting of student scholarship and grants are considered expense in the Form 990 but a reduction of revenue in Audited Financial Statements 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 It is on the college website Schedule E, Part I, Line 6 The college receives scholarship and loan funds from the Federal government for the benefit of specific students credited to the students' accounts as payments for the students' bills 1 See Schedule I, Part IV, Statement 1 0 Schedule I, Part I, Line 2 Schedule I, Part I, Line 2 - Institutional scholarships and grants are monitored by disbursing funds from student financial services to the business office. Schedule I, Part III Schedule I, Part III - Westmont's grants and other assistances to domestic individuals are passthrough educational funds from governmental sources, Institutional grants and scholarships are monitored by disbursing funds from the Student Financial Services Office to the Business Office. X X X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 Gayle Beebe President 393012 0 0 0 0 0 24150 0 22061 0 439223 0 0 0 Kimberly Battle-Waters Denu Provost 271123 0 0 0 0 0 18564 0 31619 0 321306 0 0 0 Douglas Jones Vice President for Finance 255849 0 0 0 0 0 16289 0 31619 0 303757 0 0 0 Reed Sheard Vice President for Advancement and CIO 234671 0 0 0 0 0 16501 0 22061 0 273233 0 0 0 Irene Neller Vice President for Enrollment, Marketing, and Communications 224269 0 0 0 0 0 15218 0 223 0 239710 0 0 0 Stu Cleek Vice President for Student Life 131774 0 0 0 0 0 9395 0 11083 0 152252 0 0 0 Robert Hughes Director of Health Services 174893 0 0 0 0 0 13524 0 33101 0 221518 0 0 0 Dianthe Hoffman Director of Nursing Program 194548 0 0 0 0 0 14492 0 28683 0 237723 0 0 0 Rick Ifland Director of Eaton Center and Econ Professor 181160 0 0 0 0 0 8872 0 9420 0 199452 0 0 0 Alex Nizet Assistant Vice President of Major Gifts 163553 0 0 0 0 0 11819 0 31619 0 206991 0 0 0 Daniel Jensen Professor of Mechanical Engineering 183221 0 0 0 0 0 12783 0 0 0 196004 0 0 0 Schedule J, Part I, Line 1a Members of the Board of Trustees are invited and encouraged to bring their spouse to the Board meetings which occur three times per year. Additionally, the President's spouse travels with him occasionally. The Presidents residence located on campus is used frequently for college events and he is required to live there for the convenience of the institution. The President has a membership at a local country club that is primarily used for business purposes. Schedule J, Part I, Line 3 The President's compensation is reviewed and approved annually by the Personnel Committee of the Board of Trustees. The Personnel Committee consists of only independent members of the board. The Committee reviews multiple national and regional private college presidential compensation studies as benchmarks for determining the compensation of Westmont's President. Similarly, national and regional private college compensation studies are consulted by the President prior to determining the salaries of senior executives of the college and recommending those amounts to the Personnel Committee of the Board of Trustees. Compensation related actions of the Personnel Committee are captured in writing. A California Municipal Finance Authority 201563466 000000000 2021-06-07 60000000 Refund prior issue issued on 11/17/2016 0 0 0 A 12600000 0 60000000 0 0 0 0 0 0 0 60000000 0 2021 1 0 1 1 A 0 1 1 1 0 0 0 0 0 1 0.0259 1 1 A 0 1 0 0 1 0 0 0 1 A 1 Schedule K, Part I, Column f-06/07/2021 60,000,000 California Municipal Finance Authority The Bonds were issued as a refinance of a prior bond issue from 2016 X 2700 Fair Market Value X 112 1069354 Fair Market Value 0 0 1 0 Form 990, Part VI, Section B, Line 11b The tax return is presented to the finance committee of the board of trustees for review and approval prior to submission and the entire board receives a copy before filing. Form 990, Part VI, Section B, Line 12c All trustees and employees of Westmont College annually certify as to whether or not they have any direct or indirect conflicts of interest. If a conflict exists at the time of certification or is identified subsequent to certification, such disclosures are taken to the Chair of the Board of Trustees, who then consults with the Board Executive Committee, for those matters involving trustees, and to the President, who then consults with the Executive Team, for those matters involving employees. Decisions of the Executive Committee and the Executive Team on these matters rest in their sole discretion. A process exists for anyone who believes the conflict of interest policy has not been followed or may have been violated, to report that information. Form 990, Part VI, Section B, Line 15 The President's compensation is reviewed and approved annually by the Personnel Committee of the Board of Trustees. The Personnel Committee consists of only independent members of the board. The Committee reviews multiple national and regional private college presidential compensation studies as benchmarks for determining the compensation of Westmont's President. Similarly, national and regional private college compensation studies are consulted by the President prior to determining the salaries of senior executives of the college and recommending those amounts to the Personnel Committee of the Board of Trustees. Compensation related actions of the Personnel Committee are captured in writing. Form 990, Part VI, Section C, Line 19 Copies of documents and policies can be obtained by contacting the Office of the Vice President for Finance 805 565 6048 Form 990, Part XI, Line 9 Split Interest change in value Veritas Refuge LLC 955 La Paz Road Santa Barbara CA 93108 800934703 Holds real estate for college use DE 0 4900000 Westmont College The Westmont College Foundation 955 La Paz Road Santa Barbara CA 93108 770000241 Fund raising CA 501(c)(3) 12a Westmont College 1 Charitable Remainder Trusts (6) 955 La Paz Road Santa Barbara CA 93108 Manage Trust CA Westmont College C Pooled Income Fund (1) 955 La Paz Road Santa Barbara CA 93108 Manage Trust CA Westmont College C 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 The Westmont College Foundation c 35400 The Foundation Board determines the amount to transfer to the college. Schedule R, Part V, Line 2 The Foundation Board determines the amount to transfer to the college