CALTECH Y: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CALTECH Y (EIN 95-1684790)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-15
- IRS object ID
- 202302279349304420
- Schema version
- 2021v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-15T16:39:32-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954659692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCAS HORSFALL MURPHY & PINDROH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 N EUCLID AVENUE 2ND FLOOR | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951684790 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CALTECH Y | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALT | BusinessNameControlTxt |
| Phone | 6263956163 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 E CALIFORNIA BLVD MC-C1-128 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91125 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ATHENA R CASTRO | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6263956163 | PhoneNum |
| Signature | 2023-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ATHENA | PersonFirstNm |
| Person Last | CASTRO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLIE S SOBOL | PreparerPersonNm |
| PTIN | P00057624 | PTIN |
| Phone | 6267445100 | PhoneNum |
| Preparation | 2023-08-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ATHENA R CASTRO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 E CALIFORNIA BLVD MC-C1-128 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,223,495 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CALTECHY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO ENRICH STUDENT LIFE AND CHALLENGE STUDENTS TO GROW INTO RESPONSIBLE CITIZENS OF THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 299 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,395,756 | PYContributionsGrantsAmt |
| CY Contributions Grants | $789,018 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $73,537 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $105,708 | CYProgramServiceRevenueAmt |
| PY Investment Income | $253,821 | PYInvestmentIncomeAmt |
| CY Investment Income | $214,713 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,952 | PYOtherRevenueAmt |
| CY Other Revenue | $22,793 | CYOtherRevenueAmt |
| PY Total Revenue | $4,730,066 | PYTotalRevenueAmt |
| CY Total Revenue | $1,132,232 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $652,760 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $622,224 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $114,255 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $175,196 | PYOtherExpensesAmt |
| CY Other Expenses | $301,973 | CYOtherExpensesAmt |
| PY Total Expenses | $827,956 | PYTotalExpensesAmt |
| CY Total Expenses | $924,197 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,902,110 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $208,035 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,390,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,366,292 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $96,192 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $232,010 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,294,558 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,134,282 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENRICH STUDENT LIFE AND CHALLENGE STUDENTS TO GROW INTO RESPONSIBLECITIZENS OF THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $703,335 | ExpenseAmt |
| Revenue | $94,155 | RevenueAmt |
| Desc | STUDENT PROGRAMS - THERE WERE 299 TOTAL VOLUNTEERS FOR THE 21-22 ACADEMIC YEAR. THIS INCLUDED 19 NON-STUDENT VOLUNTEER BOARD MEMBERS AND 36 STUDENT LEADERS WHO PARTICIPATED IN VARIOUS COMMITTEES, SUCH AS THE STUDENT EXECUTIVE COMMITTEE (EXCOMM), Y-OUTDOORS, SOCIAL ACTIVISM SPEAKER SERIES COMMITTEES, AND COMMUNITY SERVICE TO HELP PLAN AND IMPLEMENT APPROXIMATELY 70 PROGRAMS DURING THE 2021-2022 ACADEMIC YEAR, WITH A MIX OF REMOTE AND IN-PERSON PROGRAMS DUE TO CONTINUED COVID RESTRICTIONS. MORE THAN 1,150 UNIQUE INDIVIDUALS PARTICIPATED IN THE FOLLOWING PROGRAMS: COMMUNITY SERVICE PROGRAMMING WAS THE LARGEST CATEGORY AND INCLUDED THE RISE TUTORING PROGRAM FOR PUBLIC MIDDLE AND HIGH SCHOOL STUDENTS, MAKE-A-DIFFERENCE DAY VOLUNTEER EVENT WITH 7 COMMUNITY ORGANIZATIONS, THE COMMUNITY SERVICE AND ADVOCACY FAIR, AND THE UNION STATION SACK LUNCH PROGRAM. THE CALTECH Y ALSO PROVIDED VOLUNTEERS FOR STEAM:CODERS, READING PARTNERS, THE YOUTH OF PROMISE PROGRAM WITH THE FLINTRIDGE CENTER, AND THE YWCA GIRLS' CIRCLE MENTORING PROGRAM. THERE WERE OVER 3300 VOLUNTEER HOURS PERFORMED IN VARIOUS COMMUNITY SERVICE PROJECTS, THE VALUE OF WHICH TOTALS APPROXIMATELY $81,300.OUTDOOR EVENTS CONSISTED OF SEVERAL ADVENTURE 101 TALKS, INCLUDING GREATER HIKES IN THE LA AREA, 4 CAMPING TRIPS TO LOCAL STATE AND NATIONAL PARKS, AND 10 DAY HIKES AND TRIPS.CULTURAL, EDUCATIONAL, AND SOCIAL PROGRAMS INCLUDED VARIOUS PROGRAMS INCLUDING A FINANCIAL LITERACY AND GARDENING WORKSHOPS, 2 FILM SCREENINGS & PANEL DISCUSSIONS (100 YEARS FROM MISSISSIPPI FILM SCREENING AND DISCUSSION WITH TARABU BETSERAI KIRKLAND, BARRY SHABAKA HENLEY, AND DANIELLE WIGGINS; MANZANAR DIVERTED FILM SCREENING AND DISCUSSION WITH ANNE KANEKO & MAX CHRISTMAN). IN ADDITION, THE CALTECH Y HOSTED A 4-PART LOCAL GOVERNMENT SERIES WITH FORMER PASADENA MAYOR, TERRY TORNEK AS WELL AS TALKS WITH MICHAEL PICKER, REBECCA BROWN, LEONARD DAVID, JOHN WILLIAMS, AND AN FBI DOCUMENTARY FILM SCREENING AND DISCUSSION. OTHER SOCIAL PROGRAMMING INCLUDED 10 EXPLORE LA TRIPS TO MUSICALS, CONCERTS, MUSEUMS, AMUSEMENT PARKS, AND A FOOD MARKET FOR SUMMER STUDENTS.THE CALTECH Y ALSO EXPANDED THE NUMBER OF AWARDS DISTRIBUTED TO STUDENTS. THESE INCLUDED: 3 PAUL STUDENSKI MEMORIAL AWARDS 7 PATRICK HUMMEL & HARRY GRAY TRAVEL AWARDS 3 ADVOCATING CHANGE TOGETHER AWARDS 1 LUCY GUERNSEY SERVICE AWARD 7 GUNILLA HASTRUP MEMORIAL ADVENTURE AWARD 2 RISE SERVICE AWARD | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $11,553 | RevenueAmt |
| Desc | FRIENDS DINNERS AND ACTIVITIES - FRIENDS DINNERS PROVIDE AN OPPORTUNITY FOR CALTECH ALUMNI, STUDENTS AND FRIENDS TO GET ACQUAINTED WHILE ALSO BEING EDUCATED BY GUEST SPEAKERS. GUESTS SPEAKERS TYPICALLY RANGE FROM CALTECH FACULTY TO PROMINENT COMMUNITY MEMBERS. OCCASIONAL ACTIVITIES INVOLVE EDUCATIONAL FIELD TRIPS FOR ALUMNI AND FRIENDS OF THE CALTECH Y. DURING THE 2021-22 YEAR, THE CALTECH Y RETURNED TO AN IN-PERSON DINNER WITH SPECIAL GUEST SPEAKER, PROF. FRANCES ARNOLD, NOBEL LAUREATE IN CHEMISTRY. APPROXIMATELY 70 PEOPLE ATTENDED THIS EVENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $703,335 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ATHENA R CASTRO | PersonNm |
| Phone | 6263956163 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 E CALIFORNIA BLVD MC C1-128 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91125 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| FRANK D DRYDEN | ||||||
| EMERITUS | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN CLAYTON | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LAURICE BALIAN | ||||||
| VICE CHAIR | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SARAH BARRETT | ||||||
| STUDENT | 0.00 | Yes (X) | $0 | $0 | $0 | |
| FRED CLAYTON | ||||||
| BOARD CHAIR | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MELANY HUNT | ||||||
| GOVERNANCE COMMITTEE CHAIR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARISU JIMENEZ | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN MURAKAMI | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARY WAHL | ||||||
| TREASURER | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JON WEBSTER | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PETER HUNG | ||||||
| SECRETARY | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CINDY BENGTSON | ||||||
| ADVANCE COMMITTEE CHAIR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NATHAN DALLESKA | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN GILMARTIN | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NICOLAS VON GERSDORFF | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTINA STOYANOVA | ||||||
| STUDENT EXCOMM PRESIDENT | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELE JUDD | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN MAXWELL | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG REES | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH DUNBAR | ||||||
| STUDENT MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ALBERT KYI | ||||||
| STUDENT MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SAEHUI HWANG | ||||||
| STUDENT MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ALEXANDRA HARASZTI | ||||||
| STUDNET MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CATHERINE KO | ||||||
| STUDENT MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ATHENA R CASTRO | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $144,200 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $144,200 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $114,137 | RelatedOrganizationsAmt |
| All Other Contributions | $674,881 | AllOtherContributionsAmt |
| Total Contributions | $789,018 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STUDENT PROGRAM FEES | 611710 | $94,155 | $94,155 |
| FRIENDS DINNER & ACTIVITIES | 611710 | $11,553 | $11,553 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $105,708 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,714 | TotalRevenueColumnAmt |
| Exclusion | $40,714 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $22,284 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $22,284 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,284 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,284 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,265,262 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,091,263 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $173,999 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $173,999 | TotalRevenueColumnAmt |
| Exclusion | $173,999 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $509 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $509 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $509 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,132,232 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $128,501 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $214,713 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,200 | TotalAmt |
| Program Services | $108,150 | ProgramServicesAmt |
| Management And General | $14,420 | ManagementAndGeneralAmt |
| Fundraising | $21,630 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,160 | TotalAmt |
| Program Services | $309,565 | ProgramServicesAmt |
| Management And General | $7,306 | ManagementAndGeneralAmt |
| Fundraising | $57,289 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,794 | TotalAmt |
| Program Services | $29,182 | ProgramServicesAmt |
| Management And General | $822 | ManagementAndGeneralAmt |
| Fundraising | $5,790 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,676 | TotalAmt |
| Program Services | $26,173 | ProgramServicesAmt |
| Management And General | $1,359 | ManagementAndGeneralAmt |
| Fundraising | $1,144 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,394 | TotalAmt |
| Program Services | $31,646 | ProgramServicesAmt |
| Management And General | $1,674 | ManagementAndGeneralAmt |
| Fundraising | $6,074 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,136 | TotalAmt |
| Management And General | $57,136 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,850 | TotalAmt |
| Program Services | $3,312 | ProgramServicesAmt |
| Management And General | $1,329 | ManagementAndGeneralAmt |
| Fundraising | $14,209 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,354 | TotalAmt |
| Program Services | $3,190 | ProgramServicesAmt |
| Management And General | $7,866 | ManagementAndGeneralAmt |
| Fundraising | $1,298 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,743 | TotalAmt |
| Program Services | $432 | ProgramServicesAmt |
| Management And General | $311 | ManagementAndGeneralAmt |
| Fundraising | $1,000 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,556 | TotalAmt |
| Program Services | $60,436 | ProgramServicesAmt |
| Management And General | $9,299 | ManagementAndGeneralAmt |
| Fundraising | $5,821 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,585 | TotalAmt |
| Program Services | $27,585 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM ACTIVITIES | $68,701 | $68,701 | |
| TRAVEL,MEETINGS,&CONFER | $31,790 | $26,705 | $5,085 |
| EQUIPMENT & MAINTENANCE | $8,258 | $8,258 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $924,197 | TotalAmt |
| Program Services | $703,335 | ProgramServicesAmt |
| Management And General | $106,607 | ManagementAndGeneralAmt |
| Fundraising | $114,255 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,875,770 | BOYAmt |
| EOY | $574,852 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,251,355 | BOYAmt |
| EOY | $17,137 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,001 | BOYAmt |
| EOY | $19,095 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,779 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,779 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,413,573 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,247,624 | BOYAmt |
| EOY | $5,341,635 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,390,750 | BOYAmt |
| EOY | $9,366,292 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,192 | BOYAmt |
| EOY | $100,202 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $131,808 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,192 | BOYAmt |
| EOY | $232,010 | 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 | $1,509,456 | BOYAmt |
| EOY | $1,379,700 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,785,102 | BOYAmt |
| EOY | $7,754,582 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,294,558 | BOYAmt |
| EOY | $9,134,282 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,390,750 | BOYAmt |
| EOY | $9,366,292 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $208,035 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,443,908 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $75,597 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA INSTITUTE OF TECHNOLOGY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643307 | EIN |
| Organization Type | 2 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $189,737 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $189,737 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
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 Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | 0 | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Test | Yes (X) | ActivitiesTestInd |
| Activities Further Exempt Prps | Yes (1) | ActivitiesFurtherExemptPrpsInd |
| Activities Engaged Org Invlmnt | Yes (1) | ActivitiesEngagedOrgInvlmntInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV,SECTION D, LINE-3 - ROLE OF SUPPORTED ORGANIZATIONS | THE ENDOWMENT FUNDS OF THE CALTECH Y ARE MANAGED BY THE INSTITUTE UNDER CALTECH'S INVESTMENT POLICY. UNDER A MEMORANDUM OF UNDERSTANDING THE CALTECH Y PROVIDES STUDENT PROGRAM SERVICES IN EXCHANGE FOR AN ANNUAL FEE AND USE OF CALTECH FACILITIES; HOWEVER, THE INSTITUTE DOES NOT SPECIFICALLY DICTATE HOW THE Y SPENDS ITS BUDGET. |
| PART IV,SECTION E, LINE 2A - EXPLANATION OF SUPPORTED ORGANI | THE MISSION OF THE CALTECH Y IS HARMONIOUS WITH THAT OF THE INSTITUTE. SEE LIST OF PROGRAMS PROVIDED ABOVE. THE ACTIVITIES OF THE Y, WHICH ARE IN SUPPORT OF THE STUDENTS AT CALTECH COMPRISE 100% OF THE ORGANIZATION'S PROGRAM SERVICES. |
| PART IV, SECTION E, LINE 2B - EXPLANATION OF ORGANIZATION'S | THE STUDENT PROGRAM ACTIVITIES CONDUCTED THROUGH THE CALTECH Y (SEE LIST ABOVE) WOULD IN LARGE PART BE PROVIDED BY THE INSTITUTE WERE IT NOT FOR THE EXISTENCE OF THE Y. HOWEVER, THE INDEPENDENCE OF THE Y ALLOWS IT TO HOST CERTAIN SPEAKERS AND EVENTS THAT THE INSTITUTE WOULD NOT NORMALLY ACCOMMODATE. |
| SUPPLEMENTAL INFORMATION | CONTRIBUTIONS NOT REPORTED AS REVENUE (PART II OR PART III, LINE 1) NO DIRECT MONETARY SUPPORT WAS PROVIDED TO THE CALIFORNIA INSTITUTE OF TECHNOLOGY ("CALTECH"). HOWEVER, THE FOLLOWING SERVICES WERE PROVIDED TO THE STUDENTS OF CALTECH: THE STUDENT EXECUTIVE COMMITTEE (EXCOMM), OUTDOOR ADVENTURE PROGRAMS, SOCIAL ACTIVISM SPEAKER SERIES, COMMUNITY SERVICE PROJECTS, INTERNATIONAL FOOD FESTIVAL, MARTIN LUTHER KING JR. COMMEMORATION WEEK EVENTS, DECOMPRESSION, UNION STATION HOMELESS SHELTER, ALTERNATIVE SPRING BREAK, MAKE-A-DIFFERENCE DAY, WASHINGTON D.C. SCIENCE POLICY TRIP, EXPLORE LA, AND LIFE SKILLS EDUCATION PROGRAMS. |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,247,624 | BeginningYearBalanceAmt |
| End Year Balance | $6,247,624 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,421,076 | BeginningYearBalanceAmt |
| Contributions | $2,873,563 | ContributionsAmt |
| Investment Earnings Or Losses | $2,232,906 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,279,921 | OtherExpendituresAmt |
| End Year Balance | $6,247,624 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,403,576 | BeginningYearBalanceAmt |
| Contributions | $70,145 | ContributionsAmt |
| Investment Earnings Or Losses | $157,707 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $210,352 | OtherExpendituresAmt |
| End Year Balance | $3,421,076 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,481,527 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $166,549 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $244,500 | OtherExpendituresAmt |
| End Year Balance | $3,403,576 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,227,963 | BeginningYearBalanceAmt |
| Contributions | $123,850 | ContributionsAmt |
| Investment Earnings Or Losses | $339,714 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $210,000 | OtherExpendituresAmt |
| End Year Balance | $3,481,527 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,779 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,779 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (27 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| GENERAL ENDOWMENT FUND | $1,288,134 |
| Y CENTENNIAL ENDOWMENT FUND | $923,145 |
| INGRID GUMPEL MEMORIAL FUND | $244,579 |
| STUDENSKI ENDOWMENT FUND | $84,140 |
| HOUSNER ENDOWMENT FUND | $173,797 |
| NAECKER FAMILY FUND | $115,000 |
| HUMMEL-GRAY TRAVEL FUND | $117,567 |
| HERSHEY ENDOWMENT FUND | $100,000 |
| JOHNSON ENDOWMENT FUND | $100,000 |
| BESCHORMAN ENDOWMENT FUND | $97,625 |
| KIRK & MARJORY DAWSON FUND | $52,500 |
| PAUL & HEATHER HAAGA FUND | $50,000 |
| TOM APOSTOL FUND | $30,314 |
| PERPETUAL TRUST-BAKER | $307,250 |
| PERPETUAL TRUST-MILLIKAN | $1,293,702 |
| PERPETUAL TRUST-DELBRUCK | $16,251 |
| HERSHEY ENDOWMENT FUND-RESTRICTED | $20,839 |
| PAUL & HEATHER HAAGA FUND-RESTRICTED | $6,442 |
| JOHNSON ENDOWMENT FUND-RESTRICTED | $15,423 |
| INGRID GUMPEL MEMORIAL FUND-RESTRICTED | $44,527 |
| TOM APOSTOL FUND-RESTRICTED | $27,643 |
| STUDENSKI ENDOWMENT FUND-RESTRICTED | $133,560 |
| HUMMEL-GRAY TRAVEL FUND-RESTRICTED | $18,501 |
| BESCHORMAN ENDOWMENT FUND-RESTRICTED | $12,002 |
| KIRK & MARJORY DAWSON FUND-RESTRICTED | $6,518 |
| NAECKER FAMILY FUND-RESTRICTED | $15,499 |
| Y CENTENNIAL ENDOWMENT FUND-RESTRICTED | $46,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,341,635 | TotalBookValueOtherAssetsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FRED CLAYTON SUSAN CLAYTON BOARD CHAIR DIRECTOR MARRIED |
| FORM 990, PART VI, SECTION A, LINE 8B | ALTHOUGH NO COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY, MINUTES OF COMMITTEE MEETINGS ARE DOCUMENTED. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS DISTRIBUTED TO FINANCE COMMITTEE FOR DETAILED REVIEW PRIOR TO FILING AND IS AVAILABLE TO ENTIRE BOARD OF DIRECTORS UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, MANAGEMENT CIRCULATES QUESTIONNAIRE TO BOARD OF DIRECTORS INQUIRING IF THERE ARE ANY CONFLICTS OF INTEREST OR RELATED-PARTY TRANSACTIONS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE MEMBERS OF THE EXECUTIVE, GOVERNANCE, AND FINANCE COMMITTEES REVIEW THE COMPENSATION OF THE EXECUTIVE DIRECTOR ANNUALLY. PERIODICALLY, BUT NOT NECESSARILY ANNUALLY, THEY WOULD REVIEW THE COMPENSATION OF THE PROGRAM DIRECTOR, DEVELOPMENT DIRECTOR AND/OR OTHER STAFF. THEIR COMPENSATION REVIEW TAKES INTO CONSIDERATION COMPARABILITY DATA OF OTHER NON-PROFIT ORGANIZATIONS IN LOS ANGELES COUNTY. |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990 IS POSTED TO THE WEBSITE FOR THE CALIFORNIA ATTORNEY GENERAL'S REGISTRY OF CHARITABLE TRUSTS. FORM 990, GOVERNING DOCUMENTS, POLICIES AND FINANCIAL INFORMATION ARE AVAILABLE FOR INSPECTION AT THE CALTECH Y OFFICE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA INSTITUTE OF TECHNOLOGY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 E CALIFORNIA BLVD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643307 | EIN |
| Primary Activities | HIGHER EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 2 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA INSTITUTE OF TECHNOLOGY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $114,137 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R - ADDITIONAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION OPERATES FROM A FACILITY OWNED BY THE CALIFORNIA INSTITUTUE OF TECHNOLOGY ("CALTECH"). CALTECH DOES NOT CHARGE THE ORGANIZATION RENT FOR USE OF THE FACILITIES. | ExplanationTxt |
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