WHITTIER COLLEGE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WHITTIER COLLEGE (EIN 95-1644048)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202641359349303544
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T09:05:19-07:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952031505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harvey & Parmelee LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13215 Penn St Ste 101 | AddressLine1Txt |
| City | Whittier | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951644048 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Whittier College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13406 E Philadelphia St | AddressLine1Txt |
| City | Whittier | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90608 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daniel Byrd | PersonNm |
| Person Title | 2025 VP Planning/CFO | PersonTitleTxt |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sarah R Pierce | PreparerPersonNm |
| PTIN | P01321940 | PTIN |
| Phone | 5626989891 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Daniel Byrd | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13406 E Philadelphia St | AddressLine1Txt |
| City | Whittier | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $58,026,997 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.whittier.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1901 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Whittier College is a residential four-year liberal arts institution that prepares students from diverse backgrounds to excel in a complex global society. Through challenging, interactive courses, taught by accomplished professors, students learn to make connections across disciplines, understand cultural perspectives, and integrate learning with practical application. Inspired by a Quaker heritage, the Whittier education equips students to be active citizens and effective communicators who embrace diversity and act with integrity. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 963 | TotalEmployeeCnt |
| Total Gross UBI | -$119,597 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,863,579 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,977,820 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $48,421,029 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $47,365,811 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,893,638 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,478,477 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$150,371 | PYOtherRevenueAmt |
| CY Other Revenue | -$275,331 | CYOtherRevenueAmt |
| PY Total Revenue | $59,027,875 | PYTotalRevenueAmt |
| CY Total Revenue | $57,546,777 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,186,379 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $23,502,184 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $32,466,501 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $35,018,719 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,418,192 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,559,442 | PYOtherExpensesAmt |
| CY Other Expenses | $24,588,586 | CYOtherExpensesAmt |
| PY Total Expenses | $81,212,322 | PYTotalExpensesAmt |
| CY Total Expenses | $83,109,489 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$22,184,447 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$25,562,712 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $251,509,900 | TotalAssetsBOYAmt |
| Total Assets EOY | $236,399,826 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $42,043,382 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,902,101 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $209,466,518 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $195,497,725 | NetAssetsOrFundBalancesEOYAmt |
| Mission | See Schedule O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $64,235,120 | ExpenseAmt |
| Grant | $23,502,184 | GrantAmt |
| Revenue | $39,230,560 | RevenueAmt |
| Desc | Instruction, research, and sponsorship: Whittier College faculty are fully committed to design and deliver the highest quality instruction to students, combining traditional pedagogy, available technology, personal innovation, and practical application to provide a holistic system that engenders interdisciplinary learning at all levels. Additionally, and critical to keeping classroom instruction contemporary, Whittier College faculty are active and working scholars, artists, and researchers in their respective fields, eliciting financial and other resource support from both federal agencies and private foundations.Academic resources: Whittier is a college of academic rigor, where ideas are constantly being dissected, connected, and explored. Through an education this is rooted in the liberal arts tradition, students choose from over 50 majors and 38 minors, or create their own interdisciplinary major through the Whittier Scholars Project. While here, students have a breadth of assistance available to ensure academic success at all levels. Resources and programs include faculty advising; peer tutoring; basic and advanced skills training in the writing center; library and information technology instruction; computer labs, smart classrooms and campus-wide WIFI; mentoring programs; assessment; and an early warning system to identify students who may be experiencing temporary difficulty in the classroom. Additionally, a program focusing on the first-year encompasses a comprehensive support system that includes specialized seminars, individualized mentoring, and more. Student Services: Whittier is a dynamic and active campus, where there is a clear understanding that learning and growth take place outside the classroom as well as inside. As such, the college offers a variety of co-curricular programs, services, and opportunities for exercise of student leadership and new experiences. Currently, Whittier operates 21 competitive athletic teams and a yearlong intramural sports program, and 10 local societies (fraternities/sororities). Integral to the liberal arts program in general and a Whittier College education in particular, campus programs that provide additional academic, professional, and personal development are also available via foreign student (semester and year-long programs), off-campus internships and career counseling. For students requiring physical or other support, an array of programs both curricular and non-curricular are available through Student Accessibility Services, Counseling Center , or the Health and Wellness Center. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,003,047 | ExpenseAmt |
| Revenue | $6,834,748 | RevenueAmt |
| Desc | Auxiliary Enterprises; Includes Residential facilities and support, including food services | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $69,238,167 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 212 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 963 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL BYRD | PersonNm |
| Phone | 5629074205 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13406 PHILADELPHIA ST | AddressLine1Txt |
| City | WHITTIER | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90608 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Kristine Dillon | |||||||
| President | 40.00 | 0.00 | Yes (X) | $371,542 | $0 | $34,525 | |
| Cynthia Joseph | |||||||
| VP & ChiefAdmin | 40.00 | 0.00 | Yes (X) | $209,746 | $0 | $37,199 | |
| Sal Johnston | |||||||
| VP of AcadAffai | 40.00 | 0.00 | Yes (X) | $203,835 | $0 | $35,661 | |
| KAY SANDERS | |||||||
| Senior Administrat | 40.00 | 0.00 | $193,124 | $0 | $36,695 | ||
| David Houser | |||||||
| VP Fin & CFO | 40.00 | 0.00 | Yes (X) | $186,320 | $0 | $43,144 | |
| RAYMOND SMITH | |||||||
| SENIOR ADMINISTRAT | 40.00 | 0.00 | $164,303 | $0 | $42,964 | ||
| Daniel Byrd | |||||||
| 2025CFO/VP PLAN | 40.00 | 0.00 | Yes (X) | $172,607 | $0 | $32,817 | |
| KORI VARTANIAN | |||||||
| SENIOR ADMINISTRAT | 40.00 | 0.00 | $152,661 | $0 | $42,332 | ||
| Delite Travis | |||||||
| Vice Pres Devel | 40.00 | 0.00 | Yes (X) | $152,468 | $0 | $25,137 | |
| MARITZA MAGALLANES | |||||||
| Senior Administrat | 40.00 | 0.00 | $144,695 | $0 | $30,699 | ||
| JENNIFER BROWN | |||||||
| SENIOR ADMINISTRAT | 40.00 | 0.00 | $135,679 | $0 | $26,840 | ||
| Kenneth Woods | |||||||
| VP Enrollment | 40.00 | 0.00 | Yes (X) | $146,704 | $0 | $11,857 | |
| Xenia Markowitt | |||||||
| Dean of Stud/VP | 40.00 | 0.00 | Yes (X) | $84,559 | $0 | $15,143 | |
| Ron Gastelum | |||||||
| Chairman | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Alan H Lund | |||||||
| Treasurer | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Harold E Allen | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Fred D Anderson | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Michael Brown | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Erin Clancy | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Richard L Gilchrist | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Yukiyasu Hayashi | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Richard Lichtenstein | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Vincent Daigneault | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Tiffany Dean | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Barbara Groce | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Lila Laviano | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Lisabeth Marziello | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Joyce M Mullenbach | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| James R Parks | |||||||
| Secretary | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Raquel Torres- Retana | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Christopher T Cross | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Rachel H Rice | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,318,243 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $415,013 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Bon Appetit | |||||
| 1000 West Temple St | Los Angeles | CA | 900740196 | In house food prep | $2,784,749 |
| Anthem Blue Cross Life & Health Insurance Co | |||||
| Dept 5812 | Los Angeles | CA | 90074 | Insurance Provider | $2,451,887 |
| Southern California Edison | |||||
| PO Box 300 | Rosemead | CA | 91772 | Utilities | $1,702,912 |
| FlagShip | |||||
| PO Box 8503 | Pasadena | CA | 911098503 | Facilities Expense | $1,293,813 |
| Kaiser Foundation Health Plan | |||||
| PO Box 80204 | Los Angeles | CA | 90080 | Insurance Provider | $1,226,943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 33 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $412,937 | GovernmentGrantsAmt |
| All Other Contributions | $6,564,883 | AllOtherContributionsAmt |
| Noncash Contributions | $87,669 | NoncashContributionsAmt |
| Total Contributions | $6,977,820 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| AUXILIARY ENTERPRISES | $6,834,748 | $6,834,748 | |
| OTHER PROGRAM REVENUE | $1,300,503 | $1,229,114 | $71,389 |
| TUITION, FEES, AND INCOME | $39,230,560 | $39,230,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $47,365,811 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,493,885 | TotalRevenueColumnAmt |
| Exclusion | $3,493,885 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $32,105 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $307,436 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | -$275,331 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$275,331 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$275,331 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $157,376 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $172,784 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$15,408 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,408 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $84,345 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$99,753 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,546,777 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $47,294,422 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$119,597 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,394,132 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,597,793 | TotalAmt |
| Program Services | $19,597,793 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,904,391 | TotalAmt |
| Program Services | $3,904,391 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,763,266 | TotalAmt |
| Program Services | $1,407,727 | ProgramServicesAmt |
| Management And General | $264,598 | ManagementAndGeneralAmt |
| Fundraising | $90,941 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,272,422 | TotalAmt |
| Program Services | $20,176,578 | ProgramServicesAmt |
| Management And General | $3,792,413 | ManagementAndGeneralAmt |
| Fundraising | $1,303,431 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,329,400 | TotalAmt |
| Program Services | $1,132,399 | ProgramServicesAmt |
| Management And General | $158,463 | ManagementAndGeneralAmt |
| Fundraising | $38,538 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,770,720 | TotalAmt |
| Program Services | $3,286,585 | ProgramServicesAmt |
| Management And General | $1,287,957 | ManagementAndGeneralAmt |
| Fundraising | $196,178 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,882,911 | TotalAmt |
| Program Services | $1,508,010 | ProgramServicesAmt |
| Management And General | $272,435 | ManagementAndGeneralAmt |
| Fundraising | $102,466 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,800 | TotalAmt |
| Management And General | $113,800 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,876 | TotalAmt |
| Management And General | $209,876 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,890 | TotalAmt |
| Management And General | $407,890 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,705,332 | TotalAmt |
| Program Services | $1,329,106 | ProgramServicesAmt |
| Management And General | $243,561 | ManagementAndGeneralAmt |
| Fundraising | $132,665 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,921 | TotalAmt |
| Program Services | $245,940 | ProgramServicesAmt |
| Management And General | $266,938 | ManagementAndGeneralAmt |
| Fundraising | $19,043 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,029,781 | TotalAmt |
| Program Services | $650,807 | ProgramServicesAmt |
| Management And General | $295,312 | ManagementAndGeneralAmt |
| Fundraising | $83,662 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $563,704 | TotalAmt |
| Program Services | $209,145 | ProgramServicesAmt |
| Management And General | $352,460 | ManagementAndGeneralAmt |
| Fundraising | $2,099 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,804,921 | TotalAmt |
| Program Services | $2,302,011 | ProgramServicesAmt |
| Management And General | $502,659 | ManagementAndGeneralAmt |
| Fundraising | $251 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $502,434 | TotalAmt |
| Program Services | $479,177 | ProgramServicesAmt |
| Management And General | $13,843 | ManagementAndGeneralAmt |
| Fundraising | $9,414 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,279 | TotalAmt |
| Program Services | $244,809 | ProgramServicesAmt |
| Management And General | $15,418 | ManagementAndGeneralAmt |
| Fundraising | $8,052 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,207,712 | TotalAmt |
| Management And General | $1,207,712 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,844,768 | TotalAmt |
| Program Services | $4,687,139 | ProgramServicesAmt |
| Management And General | $147,185 | ManagementAndGeneralAmt |
| Fundraising | $10,444 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,095,282 | TotalAmt |
| Program Services | $30,879 | ProgramServicesAmt |
| Management And General | $1,064,253 | ManagementAndGeneralAmt |
| Fundraising | $150 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $9,610,322 | $8,353,107 | $836,357 | $420,858 |
| LESS ALLOCATED RENTAL ACTIVITY | -$307,436 | -$307,436 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,109,489 | TotalAmt |
| Program Services | $69,238,167 | ProgramServicesAmt |
| Management And General | $11,453,130 | ManagementAndGeneralAmt |
| Fundraising | $2,418,192 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,449,139 | BOYAmt |
| EOY | $4,052,300 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,873,898 | BOYAmt |
| EOY | $3,365,119 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,014,037 | BOYAmt |
| EOY | $4,629,847 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,164,957 | BOYAmt |
| EOY | $906,318 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $202,034,868 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $119,509,751 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,520,805 | BOYAmt |
| EOY | $82,525,117 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,471,490 | BOYAmt |
| EOY | $94,551,143 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,226,299 | BOYAmt |
| EOY | $45,188,473 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,789,275 | BOYAmt |
| EOY | $1,181,509 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,509,900 | BOYAmt |
| EOY | $236,399,826 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,583,694 | BOYAmt |
| EOY | $6,020,741 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $859,562 | BOYAmt |
| EOY | $509,356 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,385,152 | BOYAmt |
| EOY | $31,405,768 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479,910 | BOYAmt |
| EOY | $383,194 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,598 | BOYAmt |
| EOY | $223,598 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,511,466 | BOYAmt |
| EOY | $2,359,444 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,043,382 | BOYAmt |
| EOY | $40,902,101 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,534,571 | BOYAmt |
| EOY | $77,421,153 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,931,947 | BOYAmt |
| EOY | $118,076,572 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,466,518 | BOYAmt |
| EOY | $195,497,725 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,509,900 | BOYAmt |
| EOY | $236,399,826 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$25,562,712 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,593,919 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $139,279,793 | BeginningYearBalanceAmt |
| Contributions | $526,517 | ContributionsAmt |
| Investment Earnings Or Losses | $14,520,808 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,745,497 | OtherExpendituresAmt |
| End Year Balance | $131,581,621 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $129,733,783 | BeginningYearBalanceAmt |
| Contributions | $2,954,083 | ContributionsAmt |
| Investment Earnings Or Losses | $13,150,303 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,558,376 | OtherExpendituresAmt |
| End Year Balance | $139,279,793 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $126,453,835 | BeginningYearBalanceAmt |
| Contributions | $541,644 | ContributionsAmt |
| Investment Earnings Or Losses | $8,046,597 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,308,293 | OtherExpendituresAmt |
| End Year Balance | $129,733,783 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $143,477,085 | BeginningYearBalanceAmt |
| Contributions | $851,933 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,995,534 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,879,649 | OtherExpendituresAmt |
| End Year Balance | $126,453,835 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $110,492,437 | BeginningYearBalanceAmt |
| Contributions | $826,410 | ContributionsAmt |
| Investment Earnings Or Losses | $36,967,260 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,809,022 | OtherExpendituresAmt |
| End Year Balance | $143,477,085 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $6,550,787 | InvestmentCostOrOtherBasisAmt |
| Book Value | $6,550,787 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $168,634,926 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $94,123,816 | DepreciationAmt |
| Book Value | $74,511,110 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $21,406,199 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $20,283,695 | DepreciationAmt |
| Book Value | $1,122,504 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $5,442,956 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $5,102,240 | DepreciationAmt |
| Book Value | $340,716 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $82,525,117 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $45,188,473 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Actuarial Liability | $1,532,951 |
| Asset Retirement Obligation | $826,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,359,444 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $34,367,437 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $34,367,437 | RevenueSubtotalAmt |
| Other Revenues Not Included | $23,179,340 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $23,179,340 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $57,546,777 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $59,914,741 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $59,914,741 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $23,194,748 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $23,194,748 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $83,109,489 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: Explanation of escrow account liability | Funds held in trust for the Perkins Federal Loan Program and the Associated Students Whittier College. |
| Part V, Line 4: Intended uses of the endowment fund. | Endowment funds are invested to produce an annual income stream to support endowed faculty compenstion and research, general operations, student scholarships and faciliites maintenance. |
| Part X : FIN48 Footnote | NOT APPLICABLE |
| Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S | Student scholarships $23502184 OTHER $-47513 NET RENTAL ACTIVITY INCLUDED $-275331 |
| Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | GRANT AID $23502184 RENTAL ACTIVITY INCLUDED IN REVENUES $-307436 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc |
|---|
| Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized |
| Schedule E, Line 4 - Explanation of Records and Materials Not Maintained |
| Schedule E, Line 5 - Explanation of Organization Discrimination by Race |
Schedule F IRS990ScheduleF
Foreign Individuals Grants ForeignIndividualsGrantsGrp (41 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Student Scholarship | Argentina | 1 | $17,000 | Student Account |
| Student Scholarship | Australia | 2 | $67,000 | Student Account |
| Student Scholarship | Bahrain | 1 | $16,000 | Student Account |
| Student Scholarship | BANGLADESH | 1 | $30,000 | Student Account |
| Student Scholarship | Brazil | 3 | $104,405 | Student Account |
| Student Scholarship | Canada | 2 | $66,000 | Student Account |
| Student Scholarship | CHILE | 1 | $31,500 | Student Account |
| Student Scholarship | Croatia | 1 | $34,000 | Student Account |
| Student Scholarship | EGYPT | 2 | $30,000 | Student Account |
| Student Scholarship | ETHIOPIA | 41 | $857,673 | Student Account |
| Student Scholarship | France | 5 | $153,000 | Student Account |
| Student Scholarship | GERMANY | 2 | $61,000 | Student Account |
| Student Scholarship | Great Britain | 1 | $32,000 | Student Account |
| Student Scholarship | HUNGARY | 1 | $34,000 | Student Account |
| Student Scholarship | India | 2 | $62,000 | Student Account |
| Student Scholarship | Italy | 1 | $36,000 | Student Account |
| Student Scholarship | JAMAICA | 1 | $67,544 | Student Account |
| Student Scholarship | Japan | 4 | $179,206 | Student Account |
| Student Scholarship | KAZAKHSTAN | 1 | $30,000 | Student Account |
| Student Scholarship | Kenya | 1 | $18,000 | Student Account |
| Student Scholarship | Korea | 1 | $45,924 | Student Account |
| Student Scholarship | Mexico | 2 | $66,858 | Student Account |
| Student Scholarship | NEPAL | 2 | $48,000 | Student Account |
| Student Scholarship | Netherlands | 1 | $36,000 | Student Account |
| Student Scholarship | NIGERIA | 1 | $32,000 | Student Account |
| Student Scholarship | PAKISTAN | 1 | $38,962 | Student Account |
| Student Scholarship | Peoples Rep of China | 2 | $45,000 | Student Account |
| Student Scholarship | Peru | 6 | $154,500 | Student Account |
| Student Scholarship | ROMANIA | 1 | $53,924 | Student Account |
| Student Scholarship | RUSSIAN FEDERATION | 1 | $41,395 | Student Account |
| Student Scholarship | Serbia | 1 | $34,000 | Student Account |
| Student Scholarship | SINGAPORE | 1 | $28,000 | Student Account |
| Student Scholarship | South Africa | 2 | $68,000 | Student Account |
| Student Scholarship | SPAIN | 9 | $236,500 | Student Account |
| Student Scholarship | SWEDEN | 12 | $559,551 | Student Account |
| Student Scholarship | SYRIA | 1 | $23,772 | Student Account |
| Student Scholarship | TAIWAN | 1 | $28,000 | Student Account |
| Student Scholarship | Uganda | 1 | $36,000 | Student Account |
| Student Scholarship | United Arab Emirates | 1 | $34,000 | Student Account |
| Student Scholarship | UZBEKISTAN | 1 | $27,000 | Student Account |
| Student Scholarship | Vietnam | 11 | $340,677 | Student Account |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT SCHOLARSHIPS | GrantTypeTxt |
| Cash Grant | $19,597,793 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| Cynthia Joseph | |||
| VP & ChiefAdmin | $209,746 | $37,199 | $246,945 |
| Daniel Byrd | |||
| 2025CFO/VP PLAN | $172,607 | $32,817 | $205,424 |
| David Houser | |||
| VP Fin & CFO | $186,320 | $43,144 | $229,464 |
| Delite Travis | |||
| Vice Pres Devel | $152,468 | $25,137 | $177,605 |
| JENNIFER BROWN | |||
| SENIOR ADMINISTRAT | $135,679 | $26,840 | $162,519 |
| KAY SANDERS | |||
| Senior Administrat | $193,124 | $36,695 | $229,819 |
| Kenneth Woods | |||
| VP Enrollment | $146,704 | $11,857 | $158,561 |
| KORI VARTANIAN | |||
| SENIOR ADMINISTRAT | $152,661 | $42,332 | $194,993 |
| Kristine Dillon | |||
| President | $371,542 | $34,525 | $406,067 |
| MARITZA MAGALLANES | |||
| Senior Administrat | $144,695 | $30,699 | $175,394 |
| RAYMOND SMITH | |||
| SENIOR ADMINISTRAT | $164,303 | $42,964 | $207,267 |
| Sal Johnston | |||
| VP of AcadAffai | $203,835 | $35,661 | $239,496 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | FormAndLineReferenceDesc |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CA Municipal Finance Auth | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 951563466 | BondIssuerEIN |
| CUSIP | 96677PAC8 | CUSIPNum |
| Bond Issued | 2014-10-10 | BondIssuedDt |
| Purpose | Loan W/FRB for Plant Renewal | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $83,285,060 | TotalProceedsAmt |
| Capitalized Interest | $1,086,766 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $622,578 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $31,422,328 | CapitalExpendituresAmt |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (true) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (true) | EngageBondCounselContractsInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Concerning UBI | 0.01460 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.01460 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | Yes (true) | ChangeInUseBondFinancedPropInd |
| Change In Use Bond Financed Prop | 0.23200 | ChangeInUseBondFinancedPropPct |
| Remedial Action Taken | Yes (true) | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (true) | Form8038TFiledInd |
| Hedge Identified In Bks And Rec | Yes (true) | HedgeIdentifiedInBksAndRecInd |
| Term Of Hedge | 15.0000 | TermOfHedgePct |
| Superintegrated Hedge | false | SuperintegratedHedgeInd |
| Hedge Terminated | Yes (true) | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $75,095 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Stock Market | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (10 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Other Non-Cash | 1 | $496 | Comparable Sales |
| Yes (X) | Construction Material | 1 | $1 | Construction Materia |
| Yes (X) | Construction Material | 1 | $1 | Construction Materia |
| Yes (X) | Historical Item | 1 | $1 | Historical Item |
| Yes (X) | Historical Item | 1 | $905 | Comparable Sales |
| Yes (X) | Golf | 1 | $224 | Comparable Sales |
| Yes (X) | Golf | 1 | $210 | Comparable Sales |
| Yes (X) | Historical Item | 1 | $1 | Historical Item |
| Yes (X) | Other | 1 | $406 | Comparable Sales |
| Yes (X) | Festival Passes | 1 | $10,329 | Entry Price |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | Draft of 990 is presented to Audit Committee before submission to IRS. Final copy is provided to the Board of Trustees. |
| Form 990, Part VI, Section C, Line 19 | The College's annual financial reports are on the College's website. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATED STUDENTS OF WHITTIER COLLEGE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13406 E PHILADELPHIA ST | AddressLine1Txt |
| City | WHITTIER | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952782606 | EIN |
| Primary Activities | ASSOCIATION FOR COLLEGE STUDENTS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501 (C) 3 | ExemptCodeSectionTxt |
| Public Charity Status | 10 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATED STUDENTS OF WHITTIER COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | s | TransactionTypeTxt |
| Involved | $1,005 | InvolvedAmt |
| Method Of Amount Determination | NET TRANSFERS | MethodOfAmountDeterminationTxt |