2021-05-12T10:49:43-07:00 2020-06-30 952031505 Harvey & Parmelee LLP 13215 Penn St Suite 101 Whittier CA 90602 990 2019-07-01 951644048 WHITTIER COLLEGE WHIT 13406 E PHILADELPHIA ST WHITTIER CA 90602 JAMES L DUNKELMAN V.P. FINANCE & ADMIN 2021-05-12 true Sarah R Pierce P01321940 5626989891 2019 2022-09-23 18:48:47Z 13406 E PHILADELPHIA ST WHITTIER CA 90602 112595499 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 214289 5791989 8463327 98992031 98392227 10321093 5328529 8892 199707 115114005 112383790 43533233 46677089 0 37662995 37640112 0 3161847 31712346 28307089 112908574 112624290 2205431 -240500 295571505 282882820 73732191 71158278 221839314 211724542 X See Schedule O false false 86664153 46677089 88800611 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. 8491441 9791323 Auxiliary Enterprises; Residential facilities and support, including food services 95155594 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 true true false false false false false false false false true X 370 0 true 1732 true true true false false false false true true 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 JAMES DUNKELMAN 5629074205 13406 PHILADELPHIA ST WHITTIER CA 90601 X Linda Oubre President 40.00 0.00 X 349387 0 27127 James Dunkelman VicePres Financ 40.00 0.00 X 245055 0 47384 Neil Cogan Faculty 40.00 0.00 185940 0 43767 Timothy Anderson Vice President of Advancement 40.00 0.00 189482 0 29398 David S Welkowitz Faculty 40.00 0.00 183821 0 12444 Thomas G Kelch Faculty 40.00 0.00 169035 0 24211 Raymond Smith Faculty 40.00 0.00 152858 0 37285 Sal Johnston Vice President of Academic Affairs 40.00 0.00 154252 0 30957 Cynthia Joseph Associate Vice Pre 40.00 0.00 153523 0 30773 James M Brown Chairman 1.00 0.00 X 0 0 0 James R Parks Treasurer 1.00 0.00 X 0 0 0 Richard Lichenstein Secretary 1.00 0.00 X 0 0 0 Fred D Anderson Trustee 1.00 0.00 X 0 0 0 Christoper G Caldwell Trustee 1.00 0.00 X 0 0 0 Christoper T Cross Trustee 1.00 0.00 X 0 0 0 Raymond BuckFerguson Trustee 1.00 0.00 X 0 0 0 Gerard Forster 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 Helen Newton Hartung Trustee 1.00 0.00 X 0 0 0 Yukiyasu Hayashi Trustee 1.00 0.00 X 0 0 0 Kathleen L Kane Trustee 1.00 0.00 X 0 0 0 Jascha Kaykas-Wolff Trustee 1.00 0.00 X 0 0 0 Edwin Y Keh Trustee 1.00 0.00 X 0 0 0 Alan H Lund Trustee 1.00 0.00 X 0 0 0 Meghan Morrissey Trustee 1.00 0.00 X 0 0 0 Joyce M Mullenbach Trustee 1.00 0.00 X 0 0 0 Bharat Patel Trustee 1.00 0.00 X 0 0 0 Janet L Roberts Trustee 1.00 0.00 X 0 0 0 Kate K Wiley 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 John D McCarthy Trustee 1.00 0.00 X 0 0 0 Miguel A Santana Trustee 1.00 0.00 X 0 0 0 Yyonne Romero da Silva Trustee 1.00 0.00 X 0 0 0 Tim Yamauchi Trustee 1.00 0.00 X 0 0 0 Peter Feinberg Trustee 1.00 0.00 X 0 0 0 Jennifer Fuller Trustee 1.00 0.00 X 0 0 0 Francisco Rodriguez Trustee 1.00 0.00 X 0 0 0 1783353 283346 56 false true false Slater Builders Inc 3100-B Pullman Street Costa Mesa CA 92626 Construction Service 3496207 Bon Appetit 1000 West Temple St Los Angeles CA 900740196 In house food prep 3279801 Anthem Blue Cross LIfe & Health Insurance Co Dept 5812 Los Angeles CA 90074 Insurance Provider 1844626 Kaiser Foundation Health Plan PO Box 80204 Los Angeles CA 90080 Insurance Provider 1765041 Facility Services Partners Inc 1 University Drive Aliso Viejo CA 926564105 Facility Management 1194993 37 X 3342360 5120967 205431 8463327 AUXILIARY ENTERPRISES 9830625 9830625 OTHER PROGRAM REVENUE -39302 -39302 TUITION, FEES, AND INCOME 88600904 88600904 98392227 2157632 2157632 0 0 117994 101681 16313 16313 16313 3266190 14735 109875 153 3156315 14582 3170897 3156315 14582 0 0 0 ATHLETICS 711300 35444 35444 SHANNON CENTER 711130 147950 147950 183394 112383790 101548542 214289 2157632 X 0 46063089 46063089 614000 614000 0 872649 647424 225225 0 28660924 22625439 4576007 1459478 1489059 1097364 270927 120768 4618556 3129865 1320835 167856 1998924 1568030 313258 117636 0 86519 86519 184731 184731 0 0 392143 392143 2124883 1712689 358701 53493 0 4404115 2909149 1080519 414447 373843 69488 298919 5436 0 2153985 1533201 538350 82434 661238 566358 64507 30373 0 272743 192964 67888 11891 2285770 2171412 93787 20571 0 5828858 4457768 1131413 239677 1087873 135682 946065 6126 MAINTENANCE, REPAIR & EQUIPMEN 5002404 3840213 955755 206436 AUXILIARY ENTERPRISES EXPENSES 2093110 2092650 460 OTHER - MISCELLANEOUS 1070389 97248 973141 INTERNATIONAL PROGRAM - TUITIO 284485 278985 5500 0 112624290 95155594 14306849 3161847 X 14591697 10944921 0 3608604 3550922 1758339 4481503 0 0 0 0 317755 0 199256596 92424420 109750222 106832176 120345284 118410311 36286920 30426164 7989628 7363638 0 923056 873185 295571505 282882820 8158079 5675941 2489964 2535906 55281702 54321396 972133 256918 223598 223598 6606715 8144519 73732191 71158278 X 124316840 117858215 97522474 93866327 221839314 211724542 295571505 282882820 X -240500 -10485205 610933 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 119325594 1218727 -5590879 -4461005 110492437 116996312 935985 5707232 -4313935 119325594 97214988 17738458 6527589 -1767272 -2717451 116996312 90655712 635346 10408653 -1792884 -2691839 97214988 97284299 792594 -3177861 -1614203 -2629117 90655712 false false false 6704442 6704442 167709734 70282568 97427166 19405198 17351007 2054191 5437222 4790845 646377 106832176 30426164 Actuarial Liability 1763229 Asset Retirement Obligation 696173 Interest Rate Swap Liability 5685117 8144519 X 63982814 -48400976 -48400976 112383790 112383790 66458541 -46165749 -46165749 112624290 112624290 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 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 Australia 1 23000 Student Account Student Scholarship Bhutan 1 8000 Student Account Student Scholarship Brazil 1 25000 Student Account Student Scholarship Canada 3 36000 Student Account Student Scholarship France 1 19000 Student Account Student Scholarship Great Britain 3 69000 Student Account Student Scholarship India 3 51000 Student Account Student Scholarship Italy 2 39000 Student Account Student Scholarship Japan 1 24000 Student Account Student Scholarship Mexico 4 108000 Student Account Student Scholarship Netherlands 1 21000 Student Account Student Scholarship New Zealand 1 18000 Student Account Student Scholarship Peoples Rep of China 2 29000 Student Account Student Scholarship Saudi Arabia 2 50000 Student Account Student Scholarship South Africa 1 20000 Student Account Student Scholarship Sweden 1 27000 Student Account Student Scholarship Turkey 1 22000 Student Account Student Scholarship Ukraine 1 6000 Student Account Student Scholarship Zimbabwe 1 19000 Student Account false false false false false false false 0 0 STUDENT SCHOLARSHIPS 46063089 X X true true X X X true true false false false false false false false Cynthia Joseph Associate Vice Pre 153523 13263 17510 184296 David S Welkowitz Faculty 183821 12444 196265 James Dunkelman VicePres Financ 226672 18383 19556 27828 292439 Linda Oubre President 330000 19387 11781 15346 376514 Neil Cogan Faculty 185940 16218 27549 229707 Raymond Smith Faculty 152858 13298 23987 190143 Sal Johnston Vice President of Academic Affairs 154252 13283 17674 185209 Thomas G Kelch Faculty 21000 148035 24211 193246 Timothy Anderson Vice President of Advancement 189482 12219 17179 218880 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 28062422 83285060 1086766 622578 31422328 2016 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 Edwin Keh Trustee 2378 Film Production false Schedule L, Part V Supplemental Information Whittier College acted as Executive Producer for a documentary filmmaking project on textile recycling. College Trustee, Mr. Keh is an Officer of the company that developed the recycling technology. Whittier College received funding from a foundation and real estate developer and paid film production expense during the year totaling $2,378. No payments were issued by Whittier College to Mr. Keh for this project. Whittier College has since determined that this project does not align well with the academic mission and in April 2020 transferred its rights and obligations in the project to the other parties. X 18 205431 STOCK EXCHANGE false false false 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 Increases OTHER CHANGES IN NET ASSETS = $611010 Other Changes In Net Assets Or Fund Balances - Other Decreases OTHER DECREASE = -$77