2022-05-13T11:53:13-05:00 2021-06-30 990 2020-07-01 941698615 THOMAS AQUINAS COLLEGE THOM 8055254417 10000 OJAI ROAD SANTA PAULA CA 93060 DENNIS MCCARTHY TREASURER 8055254417 2022-05-12 DENNIS MCCARTHY 999009999 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DENNIS MCCARTHY 10000 OJAI ROAD SANTA PAULA CA 93060 88516099 0 X WWW.THOMASAQUINAS.EDU X 1971 CA POST SECONDARY EDUCATION-EDUCATIONAL ACTIVITIES 27 20 751 0 3394 0 9228011 15156390 14191706 16100702 916538 838058 372917 10169513 24709172 42264663 2588195 3185649 0 0 14260510 16374514 86225 77501 1139035 11826075 12714574 28761005 32352238 -4051833 9912425 136623649 146165892 17058063 12661623 119565586 133504269 X THOMAS AQUINAS COLLEGE IS AN INSTITUTION THAT HAS FAITHFULLY PURSUED, ARTICULATED AND DEFENDED A SINGLE, WELL-DEFINED MISSION THROUGHOUT ITS 49 YEARS OF EXISTENCE. THAT MISSION IS STATED WELL IN ITS SELF-STUDY: TO PROVIDE FOR THE "LIBERAL EDUCATION OF STUDENTS ACCORDING TO THE NATURAL POWER OF REASON BY THE LIGHT OF THE CATHOLIC FAITH." 0 0 26790004 3185649 16104214 EDUCATIONAL ACTIVITIES 26790004 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 627 0 1 751 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 27 20 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 0 0 0 CO KY MA MD MI MS NH NV NY OH OR SC OK X X THOMAS AQUINAS COLLEGE 8055254417 10000 OJAI RD SANTA PAULA CA 930609621 MICHAEL F MCLEAN BOARD MEMBER, COLLEGE PRES 40.00 X X 123084 0 28892 JOHN W NEUMAYR BOARD MEMBER, COLLEGE VP 0.00 X X 0 0 0 PETER L DELUCA III BOARD MEMBER, TUTOR 20.00 X 24867 0 1071 BRIAN T KELLY BOARD MEMBER, SECRETARY 40.00 X X 124655 0 37652 JOHN GOYETTE BOARD MEMBER, DEAN 40.00 X 138212 0 37898 PAUL O'REILLY BOARD MEMBER, VP OF DEVEL 40.00 X 139292 0 38078 THOMAS J KAISER BOARD MEMBER, TUTOR 40.00 X 124998 0 29522 R GLEN COUGHLIN BOARD MEMBER, TUTOR 40.00 X 111859 0 37372 R SCOTT TURICCHI BOARD MEMBER, CHAIRMAN 0.00 X 0 0 0 DIETER HUCKESTEIN BOARD MEMBER, VICE CHAIRMA 0.00 X 0 0 0 ROBERT J BARBERA BOARD MEMBER 0.00 X 0 0 0 ANGELA Y CONNELLY BOARD MEMBER 0.00 X 0 0 0 ROBERT W ANDREWS BOARD MEMBER, 0.00 X 0 0 0 MILTON F DAILY JR BOARD MEMBER 0.00 X 0 0 0 MICHAEL K GRACE BOARD MEMBER 0.00 X 0 0 0 JOHN GUINEE BOARD MEMBER 0.00 X 0 0 0 THOMAS R KRAUSE BOARD MEMBER 0.00 X 0 0 0 MARK E MONTGOMERY BOARD MEMBER 0.00 X 0 0 0 BERNARDA NEAL BOARD MEMBER 0.00 X 0 0 0 LLOYD NOBLE II BOARD MEMBER 0.00 X 0 0 0 THOMAS P SULLIVAN BOARD MEMBER 0.00 X 0 0 0 DONALD E SWARTZ BOARD MEMBER 0.00 X 0 0 0 ESTHER WACHTELL BOARD MEMBER 0.00 X 0 0 0 R JAMES WENSLEY BOARD MEMBER 0.00 X 0 0 0 ANDREW W ZEPEDA BOARD MEMBER 0.00 X 0 0 0 HENRY J ZEITER BOARD MEMBER 0.00 X 0 0 0 DENNIS MCCARTHY VP OF FINANCE, TREASURER 40.00 X 112869 0 23575 GREG BECHER DIRECTOR OF FINANCIAL AID 40.00 X 131119 0 37898 JESSE JOHN BAER TUTOR 40.00 X 142039 0 37406 JON DALY DIRECTOR OF ADMISSIONS 40.00 X 133399 0 37380 BRIAN DRAGOO TUTOR 40.00 X 130000 0 37690 PATRICK GARDNER TUTOR 40.00 X 130347 0 36610 1566740 0 421044 44 0 1 0 RCI BUILDERSINC 2895 E HILLCREST DR STE 107 THOUSAND OAKS CA 91362 CONSTRUCTION 3488907 BON APPETIT MANAGEMENT CO PO BOX 50196 LOS ANGELES CA 90074 FOOD SERVICES 1185744 WIGGIN HYDROSEED LANDSCAPE 76 ASHUELOT RD NORTHFIELD MA 01360 LANDSCAPING 549160 ROBERTS ENERGY 237 ALBANY ST SPRINGFIELD CA 01105 MOTOR AND HEATING FUEL 508467 RICHARD A REED BACKHOE SERVICES INC PO BOX 7164 VENTURA CA 93006 CONTRACTORS INDUSTRY 489311 14 2347039 12809351 6037718 15156390 TUITION 611600 11705983 11705983 AUXILIARY 611710 4394719 4394719 16100702 423979 423979 132223 3394 128829 176565 0 176565 176565 176565 46585462 46171383 414079 414079 414079 83565 80053 3512 3512 LEGAL SETTLEMENT PROCEEDS 611710 9838537 9838537 18676 18676 9857213 42264663 16104214 3394 11000665 3185649 3185649 361926 152197 147913 61816 12238319 10208699 1710556 319064 393919 324467 57260 12192 2554745 1799217 719826 35702 825605 546153 183213 96239 135902 31229 93686 10987 46636 3500 43136 77501 77501 43546 43546 1419432 1106465 308842 4125 90684 64447 26237 639398 372958 119179 147261 105063 28745 76318 2197422 1975254 201438 20730 181211 69595 5407 106209 45049 37905 7144 406390 365751 40639 3268717 2943953 324764 948690 818488 130202 CONTRACTED SERVICES 1907683 1849051 54528 4104 MISCELLANEOUS 631992 380420 144751 106821 EDUCATIONAL MATERIAL AN 471549 471549 UNRELATED BUSINESS INCO 85339 85339 89871 54312 8974 26585 32352238 26790004 4423199 1139035 255930 2085178 5328861 6237920 4122812 2880431 401524 601191 288754 302963 47961 56463 819367 852156 131864402 40440056 84780158 91424346 35872109 38302681 1333895 1174995 3372278 2247568 136623649 146165892 1534485 2435436 696562 1437580 13026398 7021398 1800618 1767209 17058063 12661623 X 79057413 93013147 40508173 40491122 119565586 133504269 136623649 146165892 9912425 4026258 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 409091 X 0 25165115 3688125 4336320 1151645 35005 309 32002601 25271321 1124167 78373 1168429 59802 80515 25165115 24149822 254538 2068383 1077128 41430 82864 25271321 22505507 1402612 1380674 1005471 38078 95422 24149822 20228359 1393625 1873170 875104 47636 66907 22505507 1.00000 0 0 10089980 10089980 112750262 33591965 79158297 8332442 6296899 2035543 691718 551192 140526 91424346 CHARITABLE REMAINDER GIFT ANNUITIES 737713 CHARITABLE REMAINDER UNITRUST 765892 MCGEE TRUST 113391 OCHAL TRUST 150213 1767209 46376064 4026257 5090 2 4031349 42344715 -80052 -80052 42264663 32437378 5090 80052 85142 32352236 2 2 32352238 PART III, LINE 4: OUR LIBRARY COLLECTION INCLUDES WORKS OF ART, HISTORICAL ARTIFACTS, AND BOOKS AND MANUSCRIPTS THAT ARE RELATED TO OUR PROGRAM OF STUDIES. THE BOOKS AND MANUSCRIPTS, FOR EXAMPLE, ARE TYPICALLY EARLY EDITION IN THE ORIGINAL LANGUAGES OF THE BOOKS WE READ IN OUR PROGRAM OF STUDIES. THESE ITEMS ALLOW PROFESSORS AND STUDENTS TO REVIEW THE WORKS IN THEIR ORIGINAL FORM. THE WORKS OF ART AND OTHER HISTORICAL ARTIFACTS PROVIDE STUDENTS AND PROFESSORS WITH A SENSE OF CONTEXT FOR THE READINGS IN THE PROGRAM. PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 2. PART XI, LINE 4B - OTHER ADJUSTMENTS: COGS AS EXPENSE IN AUDITED FINANCIALS -80,052. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS AS EXPENSE IN AUDITED FINANCIALS 80,052. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 2. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 PUBLICIZED VIA OUR WEB-SITE SCHEDULE E, PART I, LINE 6 FUNDING RECEIVED UNDER THE CARES ACT FROM THE HIGHER EDUCATION EMERGENCY RELIEF FUND (HEERF) TO COVER COSTS ASSOCIATED WITH THE SIGNIFICANT CHANGES TO THE DELIVERY OF INSTRUCTION DUE TO COVID-19 PANDEMIC. X X X X X 1 MARTS & LUNDY 160 CHUBB AVE LYNDHURTS NJ 07071 CONSULTING 0 0 55925 -55925 BRIAN M WALSH 30 MC CAULEY LANE WILLIAMSTOWN MA 01267 CONSULTING 0 0 21576 -21576 77501 -77501 AK CO KY MD MA MI NV NH NY OH OK OR SC WA AZ DE ID IN IA MT NE SD VT WY AL AR CA CT DC FL GA HI IL KS LA ME MN MS MO NJ NM NC PA RI TN UT VA WV WI SCHEDULE G, PART I, LINE 2B, COLUMN (V) MARTS & LUNDY AND BRIAN M, WALSH WERE HIRED TO PROVIDE FUNDRAISING CONSULTATION. THE PURPOSE WAS TO HELP RAISE MAXIMUM FUNDS AND TO EXTEND THE MISSION OF THE COLLEGE. 1 STUDENT GRANTS 275 3185649 NEED BASED AID (GRANTS) PROVIDED TO STUDENTS ATTENDING THOMAS AQUINAS COLLEGE. PART I, LINE 2: ALL GRANTS AND ASSISTANCE THAT ARE PROVIDED BY THOMAS AQUINAS COLLEGE ARE PART OF A NEED-BASED FINANCIAL AID PROGRAM THAT ASSISTS STUDENTS WITH THE COST OF TUITION, ROOM AND BOARD. BESIDES GRANTS, THE ONLY OTHER ASSISTANCE OFFERED IS A NEED-BASED EMPLOYMENT PROGRAM. THE FINANCIAL AID OFFICE MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF THE GRANTS AND ASSISTANCE, THE GRANTEE'S ELIGIBILITY FOR THE GRANTS AND ASSISTANCE, AND THE SELECTION CRITERIA USED TO AWARD THE GRANTS AND ASSISTANCE. ALL GRANTS AND ASSISTANCE ARE CAREFULLY MONITORED BY THOMAS AQUINAS COLLEGE. THE AMOUNTS ARE DISBURSED DIRECTLY INTO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD AND, CONSEQUENTLY, THE COLLEGE HAS FULL CONTROL OVER HOW THE GRANTS AND ASSISTANCE ARE USED. 0 0 0 0 0 0 0 0 0 JESSE JOHN BAER TUTOR 142039 0 0 0 0 0 5415 0 31991 0 179445 0 0 0 PAUL O'REILLY BOARD MEMBER, VP OF DEVEL 139292 0 0 0 0 0 5907 0 32171 0 177370 0 0 0 JOHN GOYETTE BOARD MEMBER, DEAN 138212 0 0 0 0 0 5907 0 31991 0 176110 0 0 0 JON DALY DIRECTOR OF ADMISSIONS 133399 0 0 0 0 0 5389 0 31991 0 170779 0 0 0 GREG BECHER DIRECTOR OF FINANCIAL AID 131119 0 0 0 0 0 5907 0 31991 0 169017 0 0 0 BRIAN DRAGOO TUTOR 130000 0 0 0 0 0 5520 0 32170 0 167690 0 0 0 PATRICK GARDNER TUTOR 130347 0 0 0 0 0 4649 0 31961 0 166957 0 0 0 BRIAN T KELLY BOARD MEMBER, SECRETARY 124655 0 0 0 0 0 5661 0 31991 0 162307 0 0 0 THOMAS J KAISER BOARD MEMBER, TUTOR 124998 0 0 0 0 0 5907 0 23615 0 154520 0 0 0 MICHAEL F MCLEAN BOARD MEMBER, COLLEGE PRES 123084 0 0 0 0 0 5907 0 22985 0 151976 0 0 0 X 47920 FMV X 65001 FMV X 22 3327610 FMV X 1 176000 APPRAISAL X GARDEN PLANTS 26 35711 FMV X MUSICAL INSTRUMENTS 2 6700 FMV 0 1 1 PART I, LINE 32B: THE COLLEGE USED MORGAN STANLEY CO., CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. (CBIS) OR OTHER PARTIES TO SELL SECURITIES-PUBLICLY TRADED NON-CASH CONTRIBUTIONS. FORM 990, PART V, LINE 3B FORM 990-T WILL BE FILED BY MAY 16, 2022. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE ACCOUNTANT, REVIEWED BY THE VICE-PRESIDENT FOR FINANCE, VICE-PRESIDENT FOR DEVELOPMENT AND SELECTED BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS SELF-MONITORED, AND ANY QUESTIONS REGARDING CONFLICT OF INTEREST ARE REVIEWED BY THE VICE PRESIDENT FOR FINANCE AND THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT AND ALL TUTORS (PROFESSORS) ARE MEMBERS OF THE FACULTY AND PAID ON THE FACULTY SALARY SCALE WITH NO ADJUSTMENTS FOR THEIR POSITION. THE FACULTY SCALE IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF GOVERNORS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE COLLEGE WILL PROVIDE COPIES OF ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS.