2021-08-16T23:23:44-05:00 2020-09-30 823219792 LT CPAS & COMPANY INC 600 S LAKE AVE STE 310 PASADENA CA 91106 990 2019-10-01 951684790 THE CALTECH Y CALT 6263956163 1201 E CALIFORNIA BLVD MC C1-128 PASADENA CA 91125 ATHENA R CASTRO EXECUTIVE DIRECTOR 6263956163 2021-08-16 true PATRICK TANTRAPHOL P00223623 6266830515 2021-08-16 2019 2022-09-23 18:48:47Z PETER HUNG 823515 false X WWW.CALTECHY.ORG X 1948 CA TO ENRICH STUDENT LIFE AND CHALLENGE STUDENTS TO GROW INTO RESPONSIBLE CITIZENS OF THE WORLD. 39 39 9 222 0 495105 613757 112182 41555 162333 157707 14516 10496 784136 823515 7267 3000 0 581942 647110 0 99941 241445 194997 830654 845107 -46518 -21592 3553698 3543860 64542 72639 3489156 3471221 X TO ENRICH STUDENT LIFE AND CHALLENGE STUDENTS TO GROW INTO RESPONSIBLE CITIZENS OF THE WORLD. false false 489322 3000 10496 STUDENT PROGRAMS - THE STUDENT EXECUTIVE COMMITTEE (EXCOMM), Y-OUTDOORS AND STUDENT ACTIVISM SPEAKER SERIES (SASS) COMMITTEES, AND COMMUNITY SERVICE PROJECT COORDINATORS - INCLUDING 40 TO 50 STUDENT LEADERS PLANNED AND IMPLEMENTED APPROXIMATELY 60 PROGRAMS, AFTER REDUCING AND PIVOTING TO ON- LINE / VIRTUAL PROGRAMMING DURING THE PANDEMIC LOCK DOWN, INCLUDING: THE Y-HIKE PRE-ORIENTATION ADVENTURE TRIP, DAY HIKES, CAMPING TRIPS, WORLD FEST WEEK AND INTERNATIONAL FOOD FAIR, DR. MARTIN LUTHER KING JR. COMMEMORATION WEEK EVENTS, DECOMPRESSIONS, UNION STATION HOMELESS SHELTER - MONTHLY MEAL SERVICE, MAKE-A-DIFFERENCE WEEKS, AN INDIA CULTURAL TRIP, WASHINGTON DC SCIENCE POLICY TRIP, A SPEAKER SERIES THAT FEATURED WELL-RENOWNED SPEAKERS (LIAM DILLON, SEAN MCKENNA, BILL COLGLAZIER, JONATHAN KATZ, MATT BARRETO, OLIVER ROSENBAUER, DORINE VAN DER WAL, MICHAEL SAMUELON, DARNEL HUNT, DANIELLE WIGGINS, BARRY BURDEN); AND EXPLORE LA OUTINGS, LIFE SKILLS SESSIONS, AND ADVENTURE 101 TALKS. 1300 INDIVIDUALS PARTICIPATED OR WERE SERVED BY THE CALTECH Y'S PROGRAMS. THE Y ALSO AWARDED THE LUCY GUERNSEY AWARD TO TWO STUDENTS FOR THEIR OUTSTANDING SERVICE TO THE COMMUNITY. 16757 10400 FRIENDS DINNERS AND ACTIVITIES - DINNERS, USUALLY HELD TWO TO THREE TIMES A YEAR, PROVIDE AN OPPORTUNITY FOR CALTECH ALUMNI, STUDENTS AND FRIENDS TO GET ACQUAINTED WHILE ALSO BEING EDUCATED BY GUEST SPEAKERS. GUESTS SPEAKERS RANGE FROM CALTECH PROFESSORS TO PROMINENT COMMUNITY MEMBERS. OCCASIONAL ACTIVITIES INVOLVE EDUCATIONAL FIELD TRIPS FOR ALUMNI AND FRIENDS OF THE Y. A TOTAL OF 193 PEOPLE PARTICIPATED IN THE 2 FRIENDS DINNERS. 130349 31155 THE CALTECH Y EDUCATIONAL OUTREACH PROGRAMS CONSIST OF THE RISE PROGRAM AS WELL AS PARTNERSHIPS WITH OTHER COMMUNITY ORGANIZATIONS TO PROVIDE OPPORTUNITIES FOR CALTECH STUDENTS TO SERVE THE COMMUNITY AT LARGE. RISE PROVIDES INTENSIVE MATH AND SCIENCE TUTORING AND ACADEMIC MENTORING AND SERVES 8TH-12TH GRADE STUDENTS ATTENDING AREA PUBLIC SCHOOLS, PRIMARILY PASADENA UNIFIED SCHOOL DISTRICT STUDENTS. TUTORING IS PROVIDED BY CALTECH UNDERGRADUATE AND GRADUATE STUDENTS. IN ADDITION TO TUTORING, RISE TUTEES ALSO ATTEND COLLEGE PREPARATION WORKSHOPS, CAMPUS TOURS, AND CAN ENROLL IN A SUMMER SAT/ACT PROGRAM, WHICH WAS HELD VIRTUALLY IN 2020. RISE SWITCHED TO AN ONLINE PLATFORM IN APRIL 2020 AND EXPANDED TO INCLUDE TUTORING FOR 6TH GRADE STUDENTS FROM PASADENA UNIFIED. IN 2019-20, THERE WERE 335 PARTICIPANTS AND 248 TUTORS FOR RISE, INCLUDING THE 89 TUTORS IN THE SUMMER RISE SAT/ACT PROGRAM. OF THE CALTECH STUDENT TUTORS, 49 STUDENTS RECEIVED FEDERAL WORK STUDY, AND 199 SERVED AS VOLUNTEER TUTORS. ADDITIONAL EDUCATIONAL OUTREACH OPPORTUNITIES INCLUDED TUTORING AND MENTORING WITH HATHAWAY SYCAMORES FAMILY SERVICES, KIDS READING TO SUCCEED, THE PASADENA LEARNS PROGRAM, THE MARSHALL MATH PROGRAM, AND MENTORS FOR LIFE. TWENTY-THREE CALTECH STUDENTS VOLUNTEERED FOR THESE OTHER PROGRAMS. THE TOTAL VALUE OF SERVICE FOR THOSE STUDENTS WHO VOLUNTEERED FOR RISE AND OTHER EDUCATIONAL OUTREACH PROGRAMS IS ESTIMATED TO BE AROUND 140,816. 636428 true true false false false false false false false true true false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false true 9 0 true 9 true false false false false false false false false false false false false false false false false false X 39 39 true false false false false false false true false false false true true true true true true true false false CA X X ATHENA R CASTRO 6263956163 1201 E CALIFORNIA BLVD MC C1-128 PASADENA CA 91125 ATHENA R CASTRO EXECUTIVE DI 40.00 0.00 X 130476 0 0 DAN ERICKSON DIRECTOR X 0 0 0 DAVID LIU DIRECTOR X 0 0 0 DONALD COLLINS TREASURER X X 0 0 0 ELISABETH GALLMEIER DIRECTOR X 0 0 0 FRANK D DRYDEN DIRECTOR X 0 0 0 JOSEPH SHEPHERD DIRECTOR X 0 0 0 LAURA HU DIRECTOR X 0 0 0 MOLLY MCKENZIE-SWARTS DIRECTOR X 0 0 0 NANCY LAN DIRECTOR X 0 0 0 NOELLE DAVIS DIRECTOR X 0 0 0 SANDHYA RAVICHANDRAN DIRECTOR X 0 0 0 SUSAN CLAYTON DIRECTOR X 0 0 0 TOM MANNION DIRECTOR X 0 0 0 TONY LEONARD DIRECTOR X 0 0 0 EMILY ABBOTT DIRECTOR X 0 0 0 SONIA AMIN DIRECTOR X 0 0 0 PATTYL APOSHIAN DIRECTOR X 0 0 0 VICTORIA ARRIOLA DIRECTOR X 0 0 0 LAURICE BALIAN DIRECTOR X 0 0 0 SARAH BARRETT DIRECTOR X 0 0 0 RICHARD BEATTY DIRECTOR X 0 0 0 IRAM PARVEEN BILAL DIRECTOR X 0 0 0 TIM BOYD DIRECTOR X 0 0 0 FRED CLAYTON VICE CHAIR X X 0 0 0 SUNNY CUI DIRECTOR X 0 0 0 HAZEL DILMORE DIRECTOR X 0 0 0 LEE FISHER COMMITTEE CH X 0 0 0 MELANY HUNT COMMITTEE CH X 0 0 0 MARISU JIMENEZ DIRECTOR X 0 0 0 ALICE LIU DIRECTOR X 0 0 0 SUSAN MURAKAMI DIRECTOR X 0 0 0 JILLIAN REED DIRECTOR X 0 0 0 DONNA SHEPHERD SECRETARY X 0 0 0 CHRIS SMITH DIRECTOR X 0 0 0 MARY WAHL DIRECTOR X 0 0 0 JON WEBSTER DIRECTOR X 0 0 0 EVAN YEH DIRECTOR X 0 0 0 PETER HUNG BOARD CHAIR X 0 0 0 130476 1 false false false 257930 355827 613757 STUDENT PROGRAM FEES 611710 31155 31155 FRIENDS DINNER & ACTIVITIES 611710 10400 10400 41555 157707 157707 8793 8793 8793 8793 1703 1703 1703 823515 52051 157707 3000 3000 151077 108776 31726 10575 375713 299038 12616 64059 33545 26748 2569 4228 47262 35326 5132 6804 39513 30644 3199 5670 26150 450 25700 100 100 546 400 146 42050 21315 12075 8660 7056 4529 2077 450 23596 23596 3826 2402 1424 10 10 25155 25155 PROGRAM ACTIVITIES 19169 19169 FOOD, MEALS & MEETINGS 16757 14645 2928 -816 FRIENDS DINNER 7455 7455 PUBLICITY 4921 4921 18206 8859 9036 311 845107 636428 108738 99941 122527 122081 652 238 1871 465 132 22779 22779 24940 3403576 3421076 3553698 3543860 57467 52639 7075 20000 64542 72639 X 3489156 3471221 3489156 3471221 3553698 3543860 -21592 3657 X false false false X X 1 CALIFORNIA INSTITUTE OF TECHNOLOGY CALIFORNIA INSTITUTE OF TECHNOLOGY 951643307 2 true 257930 0 1 257930 0 true false false false false false false false false false false false false false false false true true X true true PART IV, SECTION D, LINE 3 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 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 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3403576 70145 157707 210352 3421076 3481527 166549 244500 3403576 3227963 123850 339714 210000 3481527 2728426 140270 552267 193000 3227963 2186179 529154 211623 99265 2827691 false true true 22779 22779 GENERAL ENDOWMENT FUND 1206055 Y CENTENNIAL ENDOWMENT FUND 868445 INGRID GUMPEL MEMORIAL FUND 268237 STUDENSKI ENDOWMENT FUND 189110 HOUSNER ENDOWMENT FUND 162723 NAECKER FAMILY FUND 122184 HUMMEL-GRAY TRAVEL FUND 120942 HERSHEY ENDOWMENT FUND 113140 JOHNSON ENDOWMENT FUND 108068 BESCHORMAN ENDOWMENT FUND 102641 KIRK & MARJORY DAWSON FUND 55258 PAUL & HEATHER HAAGA FUND 52846 TOM APOSTOL FUND 51427 3421076 FORM 990, PAGE 2, PART III, LINE 4A STUDENT PROGRAMS - THE STUDENT EXECUTIVE COMMITTEE (EXCOMM), Y-OUTDOORS AND STUDENT ACTIVISM SPEAKER SERIES (SASS) COMMITTEES, AND COMMUNITY SERVICE PROJECT COORDINATORS - INCLUDING 40 TO 50 STUDENT LEADERS PLANNED AND IMPLEMENTED APPROXIMATELY 60 PROGRAMS, AFTER REDUCING AND PIVOTING TO ON- LINE / VIRTUAL PROGRAMMING DURING THE PANDEMIC LOCK DOWN, INCLUDING: THE Y-HIKE PRE-ORIENTATION ADVENTURE TRIP, DAY HIKES, CAMPING TRIPS, WORLD FEST WEEK AND INTERNATIONAL FOOD FAIR, DR. MARTIN LUTHER KING JR. COMMEMORATION WEEK EVENTS, DECOMPRESSIONS, UNION STATION HOMELESS SHELTER - MONTHLY MEAL SERVICE, MAKE-A-DIFFERENCE WEEKS, AN INDIA CULTURAL TRIP, WASHINGTON DC SCIENCE POLICY TRIP, A SPEAKER SERIES THAT FEATURED WELL-RENOWNED SPEAKERS (LIAM DILLON, SEAN MCKENNA, BILL COLGLAZIER, JONATHAN KATZ, MATT BARRETO, OLIVER ROSENBAUER, DORINE VAN DER WAL, MICHAEL SAMUELON, DARNEL HUNT, DANIELLE WIGGINS, BARRY BURDEN); AND EXPLORE LA OUTINGS, LIFE SKILLS SESSIONS, AND ADVENTURE 101 TALKS. 1300 INDIVIDUALS PARTICIPATED OR WERE SERVED BY THE CALTECH Y'S PROGRAMS. THE Y ALSO AWARDED THE LUCY GUERNSEY AWARD TO TWO STUDENTS FOR THEIR OUTSTANDING SERVICE TO THE COMMUNITY. FORM 990, PAGE 2, PART III, LINE 4C THE CALTECH Y EDUCATIONAL OUTREACH PROGRAMS CONSIST OF THE RISE PROGRAM AS WELL AS PARTNERSHIPS WITH OTHER COMMUNITY ORGANIZATIONS TO PROVIDE OPPORTUNITIES FOR CALTECH STUDENTS TO SERVE THE COMMUNITY AT LARGE. RISE PROVIDES INTENSIVE MATH AND SCIENCE TUTORING AND ACADEMIC MENTORING AND SERVES 8TH-12TH GRADE STUDENTS ATTENDING AREA PUBLIC SCHOOLS, PRIMARILY PASADENA UNIFIED SCHOOL DISTRICT STUDENTS. TUTORING IS PROVIDED BY CALTECH UNDERGRADUATE AND GRADUATE STUDENTS. IN ADDITION TO TUTORING, RISE TUTEES ALSO ATTEND COLLEGE PREPARATION WORKSHOPS, CAMPUS TOURS, AND CAN ENROLL IN A SUMMER SAT/ACT PROGRAM, WHICH WAS HELD VIRTUALLY IN 2020. RISE SWITCHED TO AN ONLINE PLATFORM IN APRIL 2020 AND EXPANDED TO INCLUDE TUTORING FOR 6TH GRADE STUDENTS FROM PASADENA UNIFIED. IN 2019-20, THERE WERE 335 PARTICIPANTS AND 248 TUTORS FOR RISE, INCLUDING THE 89 TUTORS IN THE SUMMER RISE SAT/ACT PROGRAM. OF THE CALTECH STUDENT TUTORS, 49 STUDENTS RECEIVED FEDERAL WORK STUDY, AND 199 SERVED AS VOLUNTEER TUTORS. ADDITIONAL EDUCATIONAL OUTREACH OPPORTUNITIES INCLUDED TUTORING AND MENTORING WITH HATHAWAY SYCAMORES FAMILY SERVICES, KIDS READING TO SUCCEED, THE PASADENA LEARNS PROGRAM, THE MARSHALL MATH PROGRAM, AND MENTORS FOR LIFE. TWENTY-THREE CALTECH STUDENTS VOLUNTEERED FOR THESE OTHER PROGRAMS. THE TOTAL VALUE OF SERVICE FOR THOSE STUDENTS WHO VOLUNTEERED FOR RISE AND OTHER EDUCATIONAL OUTREACH PROGRAMS IS ESTIMATED TO BE AROUND 140,816. FORM 990, PAGE 6, PART VI, LINE 2 TIM BOYD IRAM BILAL DIRECTOR DIRECTOR MARRIED DONALD COLLINS JUDY COLLINS DIRECTOR DIRECTOR MARRIED DAVID LIU ALICE LIU DIRECTOR DIRECTOR MARRIED DONNA SHEPHERD JOSEPH SHEPHERD DIRECTOR EX OFFICIO MARRIED FORM 990, PAGE 6, PART VI, LINE 8B FORM 990, PART VI, LINE 8B - DOCUMENTATION BY COMMITTEE EXPLANATION ALTHOUGH NO COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY, MINUTES OF COMMITTEE MEETINGS ARE DOCUMENTED. FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, LINE 12C ANNUALLY, MANAGEMENT CIRCULATES QUESTIONNAIRE TO BOARD OF DIRECTORS INQUIRING IF THERE ARE ANY CONFLICTS OF INTEREST OR RELATED-PARTY TRANSACTIONS. FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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. CALIFORNIA INSTITUTE OF TECHNOLOGY 1200 E CALIFORNIA BLVD PASADENA CA 91125 HIGHER EDU CA 501C3 2 N/A false false false true false false false false false false false false false false false false false false false false CALIFORNIA INSTITUTE OF TECHNOLOGY C 257930 CASH SCHEDULE R 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.