THE CLAREMONT COLLEGES INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE CLAREMONT COLLEGES INC (EIN 95-4786748)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-13
- IRS object ID
- 202411349349306411
- Schema version
- 2022v5.0
- 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 F
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T13:51:12-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W March Ln Ste 200 | AddressLine1Txt |
| City | Stockton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954786748 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Claremont Colleges Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 9096218043 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S Mills Ave | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mia Alonzo | PersonNm |
| Person Title | Assistant VP/Controller | PersonTitleTxt |
| Phone | 9096218043 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mia | PersonFirstNm |
| Person Last | Alonzo | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tracy S Paglia | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Claremont Colleges Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Stig Lanesskog | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S Mills Ave | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $90,146,078 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://services.claremont.edu/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To provide exceptional shared services to the members of The Claremont Colleges. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 440 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $132,636 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $103,547 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,172,181 | PYContributionsGrantsAmt |
| CY Contributions Grants | $27,133 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $43,105,830 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $46,425,910 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,198,962 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,950,257 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,395 | PYOtherRevenueAmt |
| CY Other Revenue | -$3,047 | CYOtherRevenueAmt |
| PY Total Revenue | $47,482,368 | PYTotalRevenueAmt |
| CY Total Revenue | $48,400,253 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $250 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,010 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,926,160 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $30,407,887 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $590 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $39,422,180 | PYOtherExpensesAmt |
| CY Other Expenses | $23,465,962 | CYOtherExpensesAmt |
| PY Total Expenses | $67,348,590 | PYTotalExpensesAmt |
| CY Total Expenses | $53,874,859 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$19,866,222 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,474,606 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $158,040,859 | TotalAssetsBOYAmt |
| Total Assets EOY | $150,517,803 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,123,299 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,861,606 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $128,917,560 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $123,656,197 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To provide exceptional shared services as the preferred partner of The Claremont Colleges. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,383,446 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $22,559,706 | RevenueAmt |
| Desc | Institutional Support services provided to the Claremont Colleges by TCC include: food services administration; physical plant and facilities support; payroll and accounting; information technology; real estate; risk management; and employee benefits. Additional functions include advancing The Claremont Colleges, founding additional institutions and promoting cooperation among members to enhance programs. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,442,689 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $13,151,155 | RevenueAmt |
| Desc | Academic Support services provided by TCC include the central library system and bookstore providing library services and making textbooks available for the faculty and students of the Claremont Colleges. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,931,789 | ExpenseAmt |
| Grant | $1,010 | GrantAmt |
| Revenue | $10,715,049 | RevenueAmt |
| Desc | Student services provided to the Claremont Colleges by TCC include: health and counseling services; ethnic centers; an interfaith office of chaplains and campus safety. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $45,757,924 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 178 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 440 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | 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 | Mia Alonzo | PersonNm |
| Phone | 9096218043 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S Mills Ave | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Gabrielle G Starr | |||||||||
| Constituent Member | 1.00 | 40.00 | Yes (X) | $0 | $1,055,596 | $64,782 | |||
| Hiram E Chodosh | |||||||||
| Constituent Member | 1.00 | 40.00 | Yes (X) | $0 | $899,363 | $189,264 | |||
| Maria M Klawe | |||||||||
| Constituent Member | 1.00 | 50.00 | Yes (X) | $0 | $754,008 | $125,133 | |||
| Sheldon M Schuster | |||||||||
| Constituent Member | 1.00 | 40.00 | Yes (X) | $0 | $647,835 | $53,279 | |||
| Len Jessup | |||||||||
| Constituent Member | 1.00 | 40.00 | Yes (X) | $0 | $534,698 | $81,823 | |||
| Stig Lanesskogg | |||||||||
| Chief Executive Officer | 40.00 | 0.00 | Yes (X) | $462,456 | $0 | $60,791 | Yes (X) | ||
| Amy Marcus-Newhall | |||||||||
| Constituent Member (as of 03/23) | 1.00 | 40.00 | Yes (X) | $0 | $405,351 | $59,657 | |||
| Suzanne Keen | |||||||||
| Constituent Member (thru 03/23) | 1.00 | 40.00 | Yes (X) | $0 | $298,348 | $113,174 | |||
| Prateek Jindal | |||||||||
| Director of Student Health | 40.00 | 0.00 | $310,917 | $0 | $75,162 | Yes (X) | |||
| Janet Smith Dickerson | |||||||||
| VP of Student Affairs | 40.00 | 0.00 | $275,472 | $0 | $35,703 | Yes (X) | |||
| Colin Tudor - Secr to the | |||||||||
| Board/AVP for Comm Relations | 40.00 | 0.00 | $247,848 | $0 | $57,767 | Yes (X) | |||
| Vanessa Aguirre | |||||||||
| VP of Finance & Treasurer | 40.00 | 0.00 | $244,781 | $0 | $60,088 | Yes (X) | |||
| Janet Bishop | |||||||||
| Dean of the Library | 40.00 | 0.00 | $213,719 | $0 | $47,429 | Yes (X) | |||
| Jill Klein | |||||||||
| Constituent Member | 1.00 | 40.00 | Yes (X) | $0 | $245,780 | $1,738 | |||
| Mia Alonzo | |||||||||
| Assistant Vice President/Controller | 20.00 | 28.00 | $183,403 | $0 | $57,934 | Yes (X) | |||
| Dennis Miller | |||||||||
| AVP for HR and Benefits Admin | 40.00 | 0.00 | $180,368 | $0 | $34,037 | Yes (X) | |||
| Crystal Rossetti | |||||||||
| Chief Human Resources Officer | 40.00 | 0.00 | $158,209 | $0 | $50,310 | Yes (X) | |||
| Kerean Povich - Senior Dir | |||||||||
| Enterprise Business System | 40.00 | 0.00 | $167,592 | $0 | $27,803 | Yes (X) | |||
| Lee Gilbertson - Dir Infrastruct | |||||||||
| Service/AVP for IT (as of 05/23) | 40.00 | 0.00 | $156,118 | $0 | $32,358 | Yes (X) | |||
| Laura Landa | |||||||||
| AVP of Communications | 40.00 | 0.00 | $157,510 | $0 | $25,727 | Yes (X) | |||
| David G Mgrublian | |||||||||
| Chair of the Board | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| James C Bean | |||||||||
| Constituent Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Samuel Glick | |||||||||
| Constituent Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Donald P Gould | |||||||||
| Constituent Member | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | |||
| Laura Hocket | |||||||||
| Constituent Member | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Timothy J Kirley | |||||||||
| Constituent Member | 1.00 | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| Cristina Rose | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Nina Russel | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| James Widergren | |||||||||
| Constituent Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,758,393 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,840,979 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,253,959 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 46 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| University of Illinois | |||||
| 620 East John St | Champaign | IL | 61820 | Covid Testing | $2,654,938 |
| DG Investment Intermediate Holdings 2 I | |||||
| One Commerce Dr | Schaumburg | IL | 60173 | Security - Wireless Alarm Network | $663,152 |
| Key Government Finance Inc | |||||
| 1000 South McCaslin Blvd | Superior | CO | 80027 | Equipment Lease | $560,000 |
| Timely MD | |||||
| 1315 S Adams St | Fort Worth | TX | 76104 | Medical Services | $490,727 |
| ThyssenKrupp Elevator Corp | |||||
| 3100 Interstate North Ctr SE Ste 5 | Atlanta | GA | 303392227 | Maintenance - Elevator | $466,448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 41 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $27,133 | AllOtherContributionsAmt |
| Total Contributions | $27,133 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Support Services | 611710 | $46,024,677 | $46,024,677 |
| Student Loan Interest | 611710 | $276,191 | $276,191 |
| Program Rental | 611710 | $125,042 | $125,042 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $46,425,910 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,506,965 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $132,636 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,374,329 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $541 | TotalRevenueColumnAmt |
| Exclusion | $541 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $40,897 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $43,944 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$3,047 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,047 | TotalRevenueColumnAmt |
| Exclusion | -$3,047 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,114,632 | SecuritiesAmt |
| Other | $30,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,697,831 | SecuritiesAmt |
| Other | $4,050 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $416,801 | SecuritiesAmt |
| Other | $25,950 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $442,751 | TotalRevenueColumnAmt |
| Exclusion | $442,751 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,400,253 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,425,910 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $132,636 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,814,574 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,010 | TotalAmt |
| Program Services | $1,010 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,172,136 | TotalAmt |
| Program Services | $923,825 | ProgramServicesAmt |
| Management And General | $1,248,311 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,188,186 | TotalAmt |
| Program Services | $18,804,013 | ProgramServicesAmt |
| Management And General | $2,384,173 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,883,031 | TotalAmt |
| Program Services | $1,697,783 | ProgramServicesAmt |
| Management And General | $185,248 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,489,692 | TotalAmt |
| Program Services | $3,089,702 | ProgramServicesAmt |
| Management And General | $399,990 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,674,842 | TotalAmt |
| Program Services | $1,442,115 | ProgramServicesAmt |
| Management And General | $232,727 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,267 | TotalAmt |
| Program Services | $293,193 | ProgramServicesAmt |
| Management And General | $149,074 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,563 | TotalAmt |
| Program Services | $175,563 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,567 | TotalAmt |
| Management And General | $270,567 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,032,408 | TotalAmt |
| Program Services | $4,323,758 | ProgramServicesAmt |
| Management And General | $708,650 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,944 | TotalAmt |
| Program Services | $57,903 | ProgramServicesAmt |
| Management And General | $19,451 | ManagementAndGeneralAmt |
| Fundraising | $590 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,277,011 | TotalAmt |
| Program Services | $3,121,861 | ProgramServicesAmt |
| Management And General | $155,150 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,479,091 | TotalAmt |
| Program Services | $1,408,972 | ProgramServicesAmt |
| Management And General | $1,070,119 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,512,326 | TotalAmt |
| Program Services | $1,509,396 | ProgramServicesAmt |
| Management And General | $2,930 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,806 | TotalAmt |
| Program Services | $289,309 | ProgramServicesAmt |
| Management And General | $52,497 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,622 | TotalAmt |
| Program Services | $364,694 | ProgramServicesAmt |
| Management And General | $79,928 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667,264 | TotalAmt |
| Program Services | $642,987 | ProgramServicesAmt |
| Management And General | $24,277 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $883,160 | TotalAmt |
| Program Services | $857,955 | ProgramServicesAmt |
| Management And General | $25,205 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,361,745 | TotalAmt |
| Program Services | $1,741,738 | ProgramServicesAmt |
| Management And General | $620,007 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,538 | TotalAmt |
| Program Services | $197,172 | ProgramServicesAmt |
| Management And General | $366 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Books & Periodicals | $4,411,114 | $4,411,114 | |
| Building Repair | $408,221 | $220,250 | $187,971 |
| Non-capitalized Equipme | $355,047 | $97,902 | $257,145 |
| Food & Housing | $1,400 | $1,400 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,868 | TotalAmt |
| Program Services | $84,309 | ProgramServicesAmt |
| Management And General | $42,559 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,874,859 | TotalAmt |
| Program Services | $45,757,924 | ProgramServicesAmt |
| Management And General | $8,116,345 | ManagementAndGeneralAmt |
| Fundraising | $590 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,770,663 | BOYAmt |
| EOY | $3,726,861 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,239,467 | BOYAmt |
| EOY | $4,305,969 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,399,449 | BOYAmt |
| EOY | $3,153,247 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,808 | BOYAmt |
| EOY | $394,752 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,020,920 | BOYAmt |
| EOY | $2,277,857 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $87,217,951 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,105,555 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,916,383 | BOYAmt |
| EOY | $44,112,396 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,002,660 | BOYAmt |
| EOY | $59,349,105 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,492,969 | BOYAmt |
| EOY | $28,244,168 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,275,407 | BOYAmt |
| EOY | $3,111,695 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $577,133 | BOYAmt |
| EOY | $1,154,599 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $687,154 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,040,859 | BOYAmt |
| EOY | $150,517,803 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,051,920 | BOYAmt |
| EOY | $9,385,472 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,436,577 | BOYAmt |
| EOY | $9,732,096 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,639,978 | BOYAmt |
| EOY | $2,082,438 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,764,448 | BOYAmt |
| EOY | $4,732,912 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,376 | BOYAmt |
| EOY | $928,688 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,123,299 | BOYAmt |
| EOY | $26,861,606 | 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 | $97,027,603 | BOYAmt |
| EOY | $91,172,265 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,889,957 | BOYAmt |
| EOY | $32,483,932 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,917,560 | BOYAmt |
| EOY | $123,656,197 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,040,859 | BOYAmt |
| EOY | $150,517,803 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,474,606 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $181,627 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $31,616 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 7 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (7 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| Pomona College | ||||
| 951664112 | 2 | Yes (1) | $0 | $0 |
| Claremont Graduate University | ||||
| 951664100 | 2 | Yes (1) | $0 | $0 |
| Scripps College | ||||
| 951664123 | 2 | Yes (1) | $0 | $0 |
| Claremont McKenna College | ||||
| 951664101 | 2 | Yes (1) | $0 | $0 |
| Harvey Mudd College | ||||
| 951911219 | 2 | Yes (1) | $0 | $0 |
| Pitzer College | ||||
| 952261113 | 2 | Yes (1) | $0 | $0 |
| Keck Graduate Institute of Applied Life Sciences | ||||
| 954625327 | 2 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 7 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $209,270 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $526,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,466,178 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,172,181 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,133 | CurrentTaxYearAmt |
| Total | $4,400,899 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $209,270 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $526,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,466,178 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,172,181 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,133 | CurrentTaxYearAmt |
| Total | $4,400,899 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $4,400,899 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,020,178 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $876,898 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $258,126 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $126,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,415,768 | CurrentTaxYearAmt |
| Total | $3,697,787 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $79,712 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $378,117 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $225,102 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $104,696 | CurrentTaxYearAmt |
| Total | $787,627 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,886,313 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $222,629,783 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.49520 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57130 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part I, Line 12, Col (vi) - Other Support | FormAndLineReferenceDesc |
| Explanation | The purpose of TCC is to support The Claremont Colleges (organizations listed under Schedule A, Part I, item 12). Therefore, all of the program expenses are support paid for the benefit of the organizations listed. | ExplanationTxt |
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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $31,600 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | See Part XIV | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,157,526 | BeginningYearBalanceAmt |
| Contributions | $4,984 | ContributionsAmt |
| Investment Earnings Or Losses | $2,046,111 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,248 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,317,918 | OtherExpendituresAmt |
| Administrative Expenses | $270,567 | AdministrativeExpensesAmt |
| End Year Balance | $31,612,888 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,520,534 | BeginningYearBalanceAmt |
| Contributions | $19,345 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,910,135 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,569 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,257,760 | OtherExpendituresAmt |
| Administrative Expenses | $207,889 | AdministrativeExpensesAmt |
| End Year Balance | $31,157,526 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,013,697 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $9,042,480 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,083 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,282,289 | OtherExpendituresAmt |
| Administrative Expenses | $248,271 | AdministrativeExpensesAmt |
| End Year Balance | $34,520,534 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,089,495 | BeginningYearBalanceAmt |
| Contributions | $1,249 | ContributionsAmt |
| Investment Earnings Or Losses | -$570,030 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,086 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,293,724 | OtherExpendituresAmt |
| Administrative Expenses | $207,207 | AdministrativeExpensesAmt |
| End Year Balance | $27,013,697 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,587,759 | BeginningYearBalanceAmt |
| Contributions | $2,100 | ContributionsAmt |
| Investment Earnings Or Losses | $2,037,813 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,003 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,285,709 | OtherExpendituresAmt |
| Administrative Expenses | $246,465 | AdministrativeExpensesAmt |
| End Year Balance | $29,089,495 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01577 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.40457 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.57967 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,563,988 | OtherCostOrOtherBasisAmt |
| Book Value | $7,563,988 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,246,976 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,582,513 | DepreciationAmt |
| Book Value | $11,664,463 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,228,010 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,099,535 | DepreciationAmt |
| Book Value | $14,128,475 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,178,977 | OtherCostOrOtherBasisAmt |
| Depreciation | $423,507 | DepreciationAmt |
| Book Value | $10,755,470 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $44,112,396 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Absolute Return | $5,036,310 | F |
| Private Equity/Venture Capital | $5,209,513 | F |
| Real Assets Funds | $4,147,138 | F |
| International Equity Funds | $7,785,132 | F |
| Domestic Equity Funds | $6,066,075 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $28,244,168 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Asset Retirement Obligation | $241,534 |
| Lease Obligation - Operating | $687,154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $928,688 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $48,386,873 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $181,627 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $208,196 | OtherRevenueAmt |
| Revenue Not Reported | $389,823 | RevenueNotReportedAmt |
| Revenue Subtotal | $47,997,050 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $270,567 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $132,636 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $403,203 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $48,400,253 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $53,648,236 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $43,944 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $43,944 | ExpensesNotReportedAmt |
| Expenses Subtotal | $53,604,292 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $270,567 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $270,567 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $53,874,859 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | TCC holds a historic musical instrument (violin), which is used in the above activities as well as for teaching and performance, which furthers the educational purpose of the affiliated institutions. |
| Part IV, Line 2b: | The funds held for others consist of intercollegiate program surplus of $2,082,438. |
| Part V, Line 4: | TCC uses the earnings of its endowment funds according to the direction of the donor. Earnings are primarily used to support the Libraries of the Claremont Colleges and intercollegiate scholarships and professorships. Where no donor intent is specified, the earnings fund the general operations of TCC. |
| Part X, Line 2: | TCC is exempt from Federal and California income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code, except for taxes on unrelated business income. Since TCC had no material unrelated business income for the years ended June 30, 2023 and 2022, no provision for income taxes has been made in the accompanying financial statements. In accordance with generally accepted account principles, TCC had no uncertain tax positions at June 30, 2023 and 2022. |
| Part XI, Line 2d - Other Adjustments: | Actuarial Adjustment 164,252. Rental Expense 43,944. |
| Part XI, Line 4b - Other Adjustments: | Partnership Income from Sch K-1 132,636. |
| Part XII, Line 2d - Other Adjustments: | Rental Expense 43,944. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean - | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $11,411,334 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $11,411,334 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $11,411,334 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, line 3: | Accrual Method |
| Part III Accounting Method: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gabrielle G Starr | ||||||||||||||
| Constituent Member | $0 | $975,335 | $0 | $0 | $0 | $80,261 | $0 | $33,660 | $0 | $31,122 | $0 | $1,120,378 | $0 | $0 |
| Hiram E Chodosh | ||||||||||||||
| Constituent Member | $0 | $621,863 | $0 | $253,500 | $0 | $24,000 | $0 | $107,822 | $0 | $81,442 | $0 | $1,088,627 | $0 | $0 |
| Maria M Klawe | ||||||||||||||
| Constituent Member | $0 | $754,008 | $0 | $0 | $0 | $0 | $0 | $36,600 | $0 | $88,533 | $0 | $879,141 | $0 | $0 |
| Sheldon M Schuster | ||||||||||||||
| Constituent Member | $0 | $593,835 | $0 | $0 | $0 | $54,000 | $0 | $36,600 | $0 | $16,679 | $0 | $701,114 | $0 | $0 |
| Len Jessup | ||||||||||||||
| Constituent Member | $0 | $479,991 | $0 | $50,000 | $0 | $4,707 | $0 | $51,460 | $0 | $30,363 | $0 | $616,521 | $0 | $0 |
| Stig Lanesskogg | ||||||||||||||
| Chief Executive Officer | $413,496 | $0 | $0 | $0 | $48,960 | $0 | $33,660 | $0 | $27,131 | $0 | $523,247 | $0 | $0 | $0 |
| Amy Marcus-Newhall | ||||||||||||||
| Constituent Member (as of 03/23) | $0 | $405,351 | $0 | $0 | $0 | $0 | $0 | $56,278 | $0 | $3,379 | $0 | $465,008 | $0 | $0 |
| Suzanne Keen | ||||||||||||||
| Constituent Member (thru 03/23) | $0 | $286,649 | $0 | $0 | $0 | $11,699 | $0 | $32,100 | $0 | $81,074 | $0 | $411,522 | $0 | $0 |
| Prateek Jindal | ||||||||||||||
| Director of Student Health | $309,957 | $0 | $0 | $0 | $960 | $0 | $33,660 | $0 | $41,502 | $0 | $386,079 | $0 | $0 | $0 |
| Janet Smith Dickerson | ||||||||||||||
| VP of Student Affairs | $274,512 | $0 | $0 | $0 | $960 | $0 | $33,660 | $0 | $2,043 | $0 | $311,175 | $0 | $0 | $0 |
| Colin Tudor - Secr to the | ||||||||||||||
| Board/AVP for Comm Relations | $246,888 | $0 | $0 | $0 | $960 | $0 | $33,660 | $0 | $24,107 | $0 | $305,615 | $0 | $0 | $0 |
| Vanessa Aguirre | ||||||||||||||
| VP of Finance & Treasurer | $243,821 | $0 | $0 | $0 | $960 | $0 | $33,660 | $0 | $26,428 | $0 | $304,869 | $0 | $0 | $0 |
| Janet Bishop | ||||||||||||||
| Dean of the Library | $212,759 | $0 | $0 | $0 | $960 | $0 | $33,660 | $0 | $13,769 | $0 | $261,148 | $0 | $0 | $0 |
| Jill Klein | ||||||||||||||
| Constituent Member | $0 | $245,780 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,738 | $0 | $247,518 | $0 | $0 |
| Mia Alonzo | ||||||||||||||
| Assistant Vice President/Controller | $177,443 | $0 | $5,000 | $0 | $960 | $0 | $31,372 | $0 | $26,562 | $0 | $241,337 | $0 | $0 | $0 |
| Dennis Miller | ||||||||||||||
| AVP for HR and Benefits Admin | $179,408 | $0 | $0 | $0 | $960 | $0 | $30,548 | $0 | $3,489 | $0 | $214,405 | $0 | $0 | $0 |
| Crystal Rossetti | ||||||||||||||
| Chief Human Resources Officer | $157,249 | $0 | $0 | $0 | $960 | $0 | $26,076 | $0 | $24,234 | $0 | $208,519 | $0 | $0 | $0 |
| Kerean Povich - Senior Dir | ||||||||||||||
| Enterprise Business System | $166,632 | $0 | $0 | $0 | $960 | $0 | $27,412 | $0 | $391 | $0 | $195,395 | $0 | $0 | $0 |
| Lee Gilbertson - Dir Infrastruct | ||||||||||||||
| Service/AVP for IT (as of 05/23) | $155,158 | $0 | $0 | $0 | $960 | $0 | $16,087 | $0 | $16,271 | $0 | $188,476 | $0 | $0 | $0 |
| Laura Landa | ||||||||||||||
| AVP of Communications | $156,550 | $0 | $0 | $0 | $960 | $0 | $25,368 | $0 | $359 | $0 | $183,237 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Housing is provided to the CEO for whom the fair market value of the rent is included as taxable income. Taxable cell phone allowances are provided to the organization's officers, key employees, and highest compensated employees reported in Form 990, Part VII. |
| Part I, Line 4b | Presidents of The Claremont Colleges participate in Section 457(f) plans provided by their respective institution. One or more of the Presidents received a payment per their plan agreement during the year. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CA Educational Facilities Authority | ||||||||
| A | 521705592 | 130178ZQ2 | 2011-04-07 | $9,095,717 | Facilities Renewal & Construction | 0 | 0 | 0 |
| CA Educational Facilities Authority | ||||||||
| B | 521705592 | 130178P91 | 2012-08-02 | $9,212,026 | Facilities Renewal & Construction | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $4,725,944 | $9,096,449 | $182,732 | $3,375,037 | $5,538,680 | 2011 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $3,533,513 | $9,212,546 | $179,979 | $9,032,567 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part II, Line 3, Column A | FormAndLineReferenceDesc |
| Explanation | The difference between the issue price of $9,095,717 and proceeds of $9,096,449 is the result of investment earnings. Schedule K, Part II, Line 3, Column B The difference between the issue price of $9,212,026 and the proceeds of $9,212,546 is a result of investment earnings. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 7a | The Claremont Colleges, Inc. ("TCC") is the central coordinating institution of The Claremont Colleges, a cluster of seven undergraduate, graduate, and professional academic institutions ("Member Institutions"). The governing body of TCC is its Board of Directors ("Board"). The Board is composed of the Chief Executive Officer of TCC, the Presidents and Board Chairs of each of the seven Member Institutions, and at least three Independent Directors (who are elected or appointed by the Board). |
| Form 990, Part VI, Section A, line 7b | TCC is governed, in part, by a constitution. Article VIII of that constitution provides that it may be amended by the Board; however, amendments to six specific articles (Article II, Objectives, Article IV, Central Coordinating Institution, Article V, Size of Member Institutions, Article VI, Instructional Services, Article VII, Procedures for New Colleges and Other Institutions, and Article VIII, Amendments) become effective only "upon ratification by the respective boards of the member institutions." |
| Form 990, Part VI, Section B, line 11b | TCC utilizes a process for review of the IRS Form 990 Return of Organization Exempt from Income Tax that involves multiple layers of management as well as governing board members. TCC has engaged an outside accounting firm to prepare the Form 990 using information provided by individuals in the Office of Financial Services and the Office of Human Resources, and changes are made as needed. Once a draft is available, it is reviewed by the Chief Executive Officer and Treasurer. After this review and any resulting changes are complete, the revised draft is provided to members of the TCC Audit Committee for questions and comments. Once questions and comments from the Audit Committee are fielded and issues resolved, the Committee accepts the Form 990 and provides it to all voting members of the Board of Directors prior to filing. |
| Form 990, Part VI, Section B, line 12c | The Conflict of Interest Policy applies to overseers, officers and employees of TCC. Each year, the Secretary of the Board sends a copy of the policy along with a survey to all overseers and officers to determine if there are any conflicts of interest. The results are reviewed by the Chief Executive Officer to determine if any conflicts exist and are reported to the Audit Committee annually. Any action required due to a conflict is evaluated by the Audit Committee on a case by case basis. |
| Form 990, Part VI, Section B, line 15 | TCC has an executive compensation review policy in place for independent review by the Board of Directors. Each year a report of compensation for officers, key employees and other disqualified persons (see Part VII) is prepared and includes historic compensation, and national and regional survey data. The Board meets to approve total compensation before any changes are implemented. Contemporaneous substantiation of the compensation approval is maintained in the form of board minutes. |
| Form 990, Part VI, Section C, line 19 | The governing/organizing documents are made available to the public upon request. The conflict of interest policy and financial statements are available on the TCC website: https://services.claremont.edu/ |
| Form 990, Part XI, line 9: | Actuarial Adjustment 164,252. Partnership Income from Sch K-1 -132,636. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Pomona College | ||||||||||
| 550 N College Ave | Claremont | CA | 91711 | 951664112 | Education | CA | 501(c)(3) | Line 2 | N/A | 0 |
| Claremont Graduate University | ||||||||||
| 150 E 10th St | Claremont | CA | 91711 | 951664100 | Education | CA | 501(c)(3) | Line 2 | N/A | 0 |
| Scripps College | ||||||||||
| 1030 Columbia Ave | Claremont | CA | 91711 | 951664123 | Education | CA | 501(c)(3) | Line 2 | N/A | 0 |
| Claremont McKenna College | ||||||||||
| 500 E 9th St | Claremont | CA | 91711 | 951664101 | Education | CA | 501(c)(3) | Line 2 | N/A | 0 |
| Harvey Mudd College | ||||||||||
| 301 Platt Blvd | Claremont | CA | 91711 | 951911219 | Education | CA | 501(c)(3) | Line 2 | N/A | 0 |
| Pitzer College | ||||||||||
| 1050 N Mills | Claremont | CA | 91711 | 952261113 | Education | CA | 501(c)(3) | Line 2 | N/A | 0 |
| Keck Graduate Institute | ||||||||||
| 535 Watson Dr | Claremont | CA | 91711 | 954625327 | Education | CA | 501(c)(3) | Line 2 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments