2023-10-06T10:31:35-07:00 2022-06-30 IRS DISASTER POSTPONEMENT CA-2023-03 952031505 Harvey & Parmelee LLP 13215 Penn St Suite 101 Whittier CA 90602 990 2021-07-01 951644048 WHITTIER COLLEGE WHIT 13406 E PHILADELPHIA ST WHITTIER CA 90602 DAVID HOUSER VICE PRESIDENT/CFO 2022-10-06 true DAVID HOUSER 999009999 Sarah R Pierce P01321940 5626989891 2 AAL1 IAL1 FAL1 2021 2023-04-26 12:10:37Z 13406 E PHILADELPHIA ST WHITTIER CA 90602 87806123 false X www.whittier.edu X 1901 CA Whittier College is a residential four-year liberal arts institution that prepares students from diverse backgrounds to excel in a complex global society. Through challenging, interactive courses, taught by accomplished professors, students learn to make connections across disciplines, understand cultural perspectives, and integrate learning with practical application. Inspired by a Quaker heritage, the Whittier education equips students to be active citizens and effective communicators who embrace diversity and act with integrity. 31 30 1732 -26745 19174376 11247023 74656105 73282232 2193689 3225972 -115622 96024170 87639605 40338616 38314368 0 30125589 31837507 0 1772633 19707021 25021004 90171226 95172879 5852944 -7533274 322047237 294267600 66889880 64724758 255157357 229542842 See Schedule O false false 76657800 38314368 64111115 Instruction, research, and sponsorship: Whittier College faculty are fully committedto design and deliver the highest quality instruction to students, combiningtraditional pedagogy, available technology, personal innovation, and practicalapplication to provide a holistic system that engenders interdisciplinary learning atall levels. Additionally, and critical to keeping classroom instruction contemporary,Whittier College faculty are predominantly active and working scholars, artists, andresearchers in their respective fields. While not classified as a researchinstitution, the faculty currently pursue research projects and complete fieldworkacross a broad spectrum of disciplines--from the applied and social sciences, to thearts and humanities, to the natural sciences, and more--eliciting financial and otherresource support from both federal agencies and private foundations.Academic resources: Whittier is a college of academic rigor, where ideas are constantlybeing dissected, connected, and explored. Through an education that is rooted in theliberal arts tradition, students choose from among 30 majors and 30 minors, or createtheir own interdisciplinary major through the Whittier Scholars Program. While here,students have a breadth of assistance available to ensure academic success at alllevels. Resources and programs include faculty advising; peer tutoring; basic andadvanced skills training in the Writing Center; library and information technologyinstruction; computer labs smart classrooms, and campus-wide WiFi; mentoringprograms; assessment; and an early warning system to identify students who may beexperiencing temporary difficulty in the classroom. Additionally, a formal programtargeting the first-year encompasses a comprehensive support system, with required"living-learning communities," specialized seminars, and linked and paired courseswhich emphasize interdisciplinary connections. For students requiring physical orother support, an array of programs both curricular and non-curricular are availablethrough the Office of Disability Services, as well as through a Health and WellnessCenter.Student services: Whittier is a dynamic and active campus, where there is a clearunderstanding that learning and growth takes place outside the classroom as well asinside. As such, the College offers a variety of co-curricular programs, services,and opportunities for exercise of student leadership and new experiences. Currently,Whittier operates 21 competitive athletic teams and a yearlong intramural sportsprogram; and, 10 local societies (fraternities/sororities). Integral to the liberal arts program in general and a Whittier College education in particular, campus programs that provide additional academic,professional, and personal development are also available via foreign study (JanuaryInterim, semester and yearlong programs), off-campus internships, and careercounseling. 6400116 8447895 Auxiliary Enterprises; Includes Residential facilities and support, including food services 83057916 true true false false false false false false true true true true false false true true true false true false false false true false false false false false true true true false false false false false false false false false false true false false false false true false false false true 370 0 true 1732 true true true false false false false false false 0 false false false false false false false X 31 30 false false false false false false false true true false false true false true false true true false CA X DAVID HOUSER 5629074205 13406 PHILADELPHIA ST WHITTIER CA 90601 Linda Oubre President 40.00 0.00 X 332977 0 15948 James Dunkelman VP Fin & Admin 40.00 0.00 X 218549 0 27871 Timothy Anderson VP In & New Ven 40.00 0.00 X 197636 0 18286 Sal Johnston VP of AcadAffai 40.00 0.00 X 166077 0 18606 Raymond Smith Faculty 40.00 0.00 156423 0 24858 Cynthia Joseph VP & Chief Admi 40.00 0.00 X 159304 0 18319 Tracy Ocampo Interim Dir Health 40.00 0.00 143304 0 27933 Falone Serna VP Enroll Mgt 40.00 0.00 140458 0 25934 Michael McBride Faculty 40.00 0.00 137228 0 18368 Fatos Radoniqi Faculty 40.00 0.00 128981 0 21545 Miguel A Santana Chairman 1.00 0.00 X 0 0 0 Tim Yamauchi Treasurer 1.00 0.00 X 0 0 0 James R Parks Treasurer 1.00 0.00 X 0 0 0 Yvonne Romero Da Silva Secretary 1.00 0.00 X 0 0 0 Harold E Allen Trustee 1.00 0.00 X 0 0 0 Fred D Anderson Trustee 1.00 0.00 X 0 0 0 Christina Bouchet Trustee 1.00 0.00 X 0 0 0 Michael Brown Trustee 1.00 0.00 X 0 0 0 Erin Clancy Trustee 1.00 0.00 X 0 0 0 Christopher T Cross Trustee 1.00 0.00 X 0 0 0 Barbara Ondrasik Groce Trustee 1.00 0.00 X 0 0 0 Carey Baker Halio Trustee 1.00 0.00 X 0 0 0 Yukiyasu Hayashi Trustee 1.00 0.00 X 0 0 0 Jascha Kaykas-Wolf Trustee 1.00 0.00 X 0 0 0 Matt Knight Trustee 1.00 0.00 X 0 0 0 Alan H Lund Trustee 1.00 0.00 X 0 0 0 Meghan Morriseey Trustee 1.00 0.00 X 0 0 0 Leda Muller Trustee 1.00 0.00 X 0 0 0 Anne O'Donnell Trustee 1.00 0.00 X 0 0 0 Bharat Patel Trustee 1.00 0.00 X 0 0 0 Richard Lichtenstein Trustee 1.00 0.00 X 0 0 0 Francisco Rodriguez Trustee 1.00 0.00 X 0 0 0 Mei-lan Stark Trustee 1.00 0.00 X 0 0 0 Vincent Vigil Trustee 1.00 0.00 X 0 0 0 Stephanie Wiggins Trustee 1.00 0.00 X 0 0 0 Kenya P Williams Trustee 1.00 0.00 X 0 0 0 Robert Zemsky Trustee 1.00 0.00 X 0 0 0 1780937 217668 10 false true false FlagShip PO Box 8503 Pasadena CA 911098503 FACILITIES EXPENSE 1054263 Bon Appetit 1000 West Temple St Los Angeles CA 900740196 In house food prep 2063767 Anthem Blue Cross LIfe & Health Insurance Co Dept 5812 Los Angeles CA 90074 Insurance Provider 1748370 Kaiser Foundation Health Plan PO Box 80204 Los Angeles CA 90080 Insurance Provider 1206870 Southern California Edison PO Box 300 Rosemead CA 917720002 Utilities 1337152 30 5670043 5576980 298360 11247023 AUXILIARY ENTERPRISES 8447895 8447895 OTHER PROGRAM REVENUE 723222 676437 46785 TUITION, FEES, AND INCOME 64111115 64111115 73282232 3220748 33824 3186924 0 0 1495 117117 -115622 -115622 -115622 54625 49401 5224 5224 8268 -3044 0 0 0 0 87639605 73235447 -26745 3183880 0 36374244 36374244 1940124 1940124 0 1173573 923364 250209 0 24467122 21213194 2487399 766529 0 4416918 2902247 1407241 107430 1779894 1484128 221690 74076 0 119803 8468 111335 152700 152700 0 0 402527 402527 1749648 1103655 624928 21065 448066 73124 73836 301106 1362554 853809 439890 68855 407712 99561 306523 1628 0 2404721 1930412 465021 9288 497130 475956 20402 772 0 235849 151646 66067 18136 2181240 2145011 36229 0 5597538 5226259 346132 25147 904727 23000 881727 OTHER EXPENSES 8673906 7170195 1375319 128392 LESS ALLOCATED RENTAL ACTIVITY -117117 -117117 0 95172879 83057916 10342330 1772633 24811156 22162666 0 3232587 3562791 2972422 1433476 0 0 0 0 410427 487416 200313155 103761660 101622554 96551495 141261482 134178274 42028302 31072421 5708307 4819061 0 0 322047237 294267600 3719001 6418683 2858203 1546132 52840344 51865597 581692 593851 223598 223598 6667042 4076897 66889880 64724758 X 137338181 123384841 117819176 106158001 255157357 229542842 322047237 294267600 X -7533274 -14553552 -3527689 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 143477085 851933 -12995534 -4879649 126453835 110492437 826410 36967260 -4809022 143477085 119325594 1218727 -5590879 -4461005 110492437 116996312 935985 5707232 -4313935 119325594 97214988 17738458 6527589 -1767272 -2717451 116996312 false false false 6704442 6704442 168645561 79806906 88838655 19520196 18900869 619327 5442956 5053885 389071 96551495 31072421 Actuarial Liability 1491318 Asset Retirement Obligation 745449 Interest Rate Swap Liability 1840130 4076897 X 49437137 49437137 38202468 38202468 87639605 56975625 56975625 38197254 38197254 95172879 Part IV, Line 2b: Explanation of escrow account liability Funds held in trust for the Perkins Federal Loan Program and the Associated Students Whittier College. Part V, Line 4: Intended uses of the endowment fund. Endowment funds are invested to produce an annual income stream to support endowed faculty compenstion and research, general operations, student scholarships and faciliites maintenance. Part X : FIN48 Footnote NOT APPLICABLE Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S Student scholarships $38314368 ROUNDING $0 OTHER $5217 NET RENTAL ACTIVITY INCLUDED $-117117 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S GRANT AID $38314368 ROUNDING $3 RENTAL ACTIVITY INCLUDED IN REVENUES $-117117 true true true true true true true false false false false false false false false true false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized Schedule E, Line 4 - Explanation of Records and Materials Not Maintained Schedule E, Line 5 - Explanation of Organization Discrimination by Race Student Scholarship Argentina 1 30000 Student Account Student Scholarship Australia 3 61000 Student Account Student Scholarship Bhutan 1 14000 Student Account Student Scholarship Brazil 1 35000 Student Account Student Scholarship Cambodia 1 18000 Student Account Student Scholarship Canada 3 45000 Student Account Student Scholarship CHILE 1 33000 Student Account Student Scholarship COLOMBIA 1 30000 Student Account Student Scholarship EGYPT 1 30000 Student Account Student Scholarship EL SALVADOR 1 48924 Student Account Student Scholarship ETHIOPIA 1 30000 Student Account Student Scholarship France 2 29000 Student Account Student Scholarship GERMANY 1 30000 Student Account Student Scholarship Great Britain 3 45000 Student Account Student Scholarship India 5 117000 Student Account Student Scholarship Italy 2 35000 Student Account Student Scholarship JAMAICA 1 30000 Student Account Student Scholarship Japan 2 54000 Student Account Student Scholarship KAZAKHSTAN 1 30000 Student Account Student Scholarship Mexico 2 55000 Student Account Student Scholarship Netherlands 5 135000 Student Account Student Scholarship Peoples Rep of China 3 54000 Student Account Student Scholarship Peru 19 570000 Student Account Student Scholarship ROMANIA 1 31000 Student Account Student Scholarship Russia 3 58000 Student Account Student Scholarship S KOREA 1 30000 Student Account Student Scholarship Saudi Arabia 3 78462 Student Account Student Scholarship SPAIN 1 20000 Student Account Student Scholarship Tanzania 1 11738 Student Account Student Scholarship THAILAND 1 30000 Student Account Student Scholarship Turkey 2 32000 Student Account Student Scholarship Vietnam 3 90000 Student Account false false false false false false false 0 0 STUDENT SCHOLARSHIPS 36374244 X X true true X X X false true false false false false false false false Cynthia Joseph VP & Chief Admi 159304 18319 177623 Falone Serna VP Enroll Mgt 140458 25934 166392 Fatos Radoniqi Faculty 128981 21545 150526 James Dunkelman VP Fin & Admin 218549 27871 246420 Linda Oubre President 314769 18208 15948 348925 Michael McBride Faculty 137228 18368 155596 Raymond Smith Faculty 156423 24858 181281 Sal Johnston VP of AcadAffai 166077 18606 184683 Timothy Anderson VP In & New Ven 197636 18286 215922 Tracy Ocampo Interim Dir Health 143304 27933 171237 Part I, Line 1a: Relevant information in regards to selections on 1a. A CA Municipal Finance Auth 951563466 96677PAC8 2014-10-10 Loan W/FRB for Plant Renewal false false false A 31001051 83285060 1086766 622578 31422328 true false true true A false false true true false 0.01460 0.01460 false true 0.23200 true true A true true 15.0000 false false false false true A true X 17 298360 FMV - WELLS FARGO false false false Statement Note 1 TAXPAYER IS FILING UNDER THE IRS DISASTER POSTPONEMENT CA-2023-03, WITH THE EXTENDED DEADLINE OF OCTOBER 16,2023. Form 990, Part VI, Line 11b: Form 990 Review Process Draft of 990 is presented to Audit Committee before submission to IRS. Final copy is provided to the Board of Trustees. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The College's annual financial reports are on the College's website. Other Changes In Net Assets Or Fund Balances - Other Decreases ACTUARY ADJUSTMENT = -$3527685 Other Changes In Net Assets Or Fund Balances - Other Decreases OTHER DECREASE = -$0 Other Changes In Net Assets Or Fund Balances - Other Decreases ROUNDING = -$4 ASSOCIATED STUDENTS OF WHITTIER COLLEGE 13406 E PHILADELPHIA ST WHITTIER CA 90602 952782606 ASSOCIATION FOR COLLEGE STUDENTS CA 501 (C) 3 10 NA false false false false false false false false false false false false false false false false false false false true ASSOCIATED STUDENTS OF WHITTIER COLLEGE s 16196 NET TRANSFERS