CALTECH Y: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CALTECH Y (EIN 95-1684790)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-14
- IRS object ID
- 202502269349302870
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-14T13:24:43-07:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262938649 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gavigan & Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 959 E Walnut Street Suite 250 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | 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 | 1200 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 |
| Signature | 2025-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brian A Neumann | PreparerPersonNm |
| PTIN | P01382154 | PTIN |
| Phone | 6268447914 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ATHENA R CASTRO | PrincipalOfficerNm |
| Gross Receipts | $996,559 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 354 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $799,429 | PYContributionsGrantsAmt |
| CY Contributions Grants | $632,090 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $152,928 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $155,874 | CYProgramServiceRevenueAmt |
| PY Investment Income | $116,839 | PYInvestmentIncomeAmt |
| CY Investment Income | $183,788 | CYInvestmentIncomeAmt |
| PY Other Revenue | $24,953 | PYOtherRevenueAmt |
| CY Other Revenue | $24,807 | CYOtherRevenueAmt |
| PY Total Revenue | $1,094,149 | PYTotalRevenueAmt |
| CY Total Revenue | $996,559 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $83,181 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $611,126 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $667,610 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $1,467 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $87,774 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $556,457 | PYOtherExpensesAmt |
| CY Other Expenses | $427,005 | CYOtherExpensesAmt |
| PY Total Expenses | $1,167,583 | PYTotalExpensesAmt |
| CY Total Expenses | $1,179,263 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$73,434 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$182,704 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,177,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,215,884 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $290,430 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $118,477 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,887,072 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,097,407 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ENRICH STUDENT LIFE AND CHALLENGE STUDENTS TO GROW INTO RESPONSIBLE CITIZENS OF THE WORLD. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $862,935 | ExpenseAmt |
| Grant | $83,181 | GrantAmt |
| Revenue | $143,550 | RevenueAmt |
| Desc | STUDENT LEADERSHIP & PROGRAMS - APPROXIMATELY 20 STUDENT LEADERS PLANNED AND IMPLEMENTED 70+ PROGRAMS THROUGH COMMITTEES SUCH AS THE STUDENT EXECUTIVE (EXCOMM), Y-OUTDOORS, AND COMMUNITY SERVICE COMMITTEES. DURING THE 2023-2024 ACADEMIC YEAR, INCLUDING THE FOLLOWING:COMMUNITY SERVICE - INCLUDED RISE TUTORING FOR PASADENA UNIFIED MIDDLE/HIGH SCHOOL STUDENTS, MAKE-A-DIFFERENCE DAY WITH 13 NONPROFITS, COMMUNITY SERVICE & ADVOCACY FAIR, UNION STATION ADOPT-A-MEAL, ANS SCHOOL OUTREACH PROGRAMS. RISE ALSO OFFERED Y-TUTOR ONLINE SUPPORT AND THE STEAM SUMMER EXPERIENCE FOR 3RD-6TH GRADERS. TOTAL VOLUNTEER HOURS: 4,757.OUTDOOR PROGRAMS - INCLUDED ADVENTURE 101 TALKS, DAY HIKES, AND CAMPING TRIPS TO STATE & NATIONAL PARKS.CULTURAL/EDUCATIONAL/SOCIAL PROGRAMS - INCLUDED LIFE SKILL SERIES, FILM SCREENINGS, CIVIC ENGAGEMENT TALKS, CULTURAL CUISINE OUTINGS, WORLD FEST, A SCIENCE POLICY TRIP TO WASHINGTON, DC, AND AN ALTERNATIVE SPRING BREAK TRIP TO HAWAI'I. SOCIAL EVENTS INCLUDED EXPLORE LA OUTINGS AND FINALS WEEK DECOMPRESSION.THE CALTECH Y STAFF LED COMMITTEES FOR EACH OF THE FOLLOWING AWARDS TO SELECT STUDENT AWARDEES: 2 PAUL STUDENSKI MEMORIAL AWARDS 8 PATRICK HUMMEL & HARRY GRAY TRAVEL AWARDS 2 ADVOCATING CHANGE TOGETHER AWARDS 7 GUNILLA HASTRUP MEMORIAL ADVENTURE AWARDFOR EXCEPTIONAL SERVICE TO THE COMMUNITY AND LEADERSHIP IN SERVICE PROGRAMS: 3 LUCY GUERNSEY SERVICE AWARDSFOR RISE TUTORS WHO DEMONSTRATE EXCELLENT TUTORING SKILLS AND A COMMITMENT TO THE PROGRAM AND THEIR STUDENT(S): 2 RISE SERVICE AWARDSFOR RISE TUTEES WHO APPLIED FOR AND WERE SELECTED FOR SCHOLARSHIPS RANGING FROM $500 TO $1,000 FOR SCHOOL SUPPLIES, TUITION, AND GENERAL FINANCIAL ASSISTANCE IN THEIR COLLEGE JOURNEYS: 12 RISE SCHOLARSHIPS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,781 | ExpenseAmt |
| Revenue | $12,324 | RevenueAmt |
| Desc | FRIENDS DINNERS AND ACTIVITIES - FRIENDS EVENTS PROVIDE AN OPPORTUNITY FOR CALTECH ALUMNI, STUDENTS AND DONORS TO GET ACQUAINTED WHILE ALSO BEING EDUCATED BY GUEST SPEAKERS, WHO RANGE FROM CALTECH FACULTY TO COMMUNITY MEMBERS. DURING THE 2023-24 YEAR, THE CALTECH Y HELD THREE EVENTS: 1) AN OPEN HOUSE WITH POSTER PRESENTATIONS LED BY STUDENTS FEATURING VARIOUS CALTECH Y PROGRAMS, 2) A TREE TOUR OF THE CALTECH CAMPUS WITH THE FORMER CALTECH ARBORIST, AND 3) A PANEL DISCUSSION ON AI WITH ALUMNI SPEAKERS, KARINA MONTILLA AND MARIO MUNICH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $883,716 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
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 | 1200 E CALIFORNIA BLVD MC-C1-128 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| ATHENA R CASTRO | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | $156,718 | $0 | $12,604 | ||
| MITCH AIKEN | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MADDY CHRISTENSEN | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MANISHA KAPASIAWALA | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SULEKHA KISHORE | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LESLIE MAXFIELD | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| RUPA KURINCHI-VENDHAN | |||||||
| EXCOMM PRES | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ANN MOTRUNICH | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SUSAN MURAKAMI | |||||||
| ADV CMT CHAIR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JIMMY RAGAN | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CINDY BENGTSON BUDZYN | |||||||
| BOARD CHAIR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| NATHAN DALLESKA | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| KEVIN GILMARTIN | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| NICOLAS VON GERSDORFF | |||||||
| VICE CHAIR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| NATE THOMAS | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MICHELE JUDD | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| KEVIN MAXWELL | |||||||
| TREASURER | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| DOUG REES | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LUKE ZHOU | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CATHERINE KO | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CATHERINE CLARK | |||||||
| Secretary | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| JOSEPH KIM | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MIKE NOLL | |||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DEBBIE DISON-HALL | |||||||
| Dir, Gov Chair | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $156,718 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $12,604 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $186,200 | RelatedOrganizationsAmt |
| All Other Contributions | $445,890 | AllOtherContributionsAmt |
| Noncash Contributions | $75,600 | NoncashContributionsAmt |
| Total Contributions | $632,090 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FRIENDS DINNER & ACTIV | 611710 | $12,324 | $12,324 |
| STUDENT PROGRAM FEES | 611710 | $143,550 | $143,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $155,874 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $141,162 | TotalRevenueColumnAmt |
| Exclusion | $141,162 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $24,500 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $24,500 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,500 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,626 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,626 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,626 | TotalRevenueColumnAmt |
| Exclusion | $42,626 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $307 | GrossSalesOfInventoryAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $307 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $307 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $996,559 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $180,681 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $183,788 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,181 | TotalAmt |
| Program Services | $83,181 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,718 | TotalAmt |
| Program Services | $117,538 | ProgramServicesAmt |
| Management And General | $15,672 | ManagementAndGeneralAmt |
| Fundraising | $23,508 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,543 | TotalAmt |
| Program Services | $290,115 | ProgramServicesAmt |
| Management And General | $53,078 | ManagementAndGeneralAmt |
| Fundraising | $42,350 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,937 | TotalAmt |
| Program Services | $28,705 | ProgramServicesAmt |
| Management And General | $4,697 | ManagementAndGeneralAmt |
| Fundraising | $4,535 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,648 | TotalAmt |
| Program Services | $39,867 | ProgramServicesAmt |
| Management And General | $5,124 | ManagementAndGeneralAmt |
| Fundraising | $657 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,764 | TotalAmt |
| Program Services | $31,491 | ProgramServicesAmt |
| Management And General | $5,219 | ManagementAndGeneralAmt |
| Fundraising | $5,054 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,557 | TotalAmt |
| Management And General | $69,557 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,467 | TotalAmt |
| Fundraising | $1,467 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,603 | TotalAmt |
| Management And General | $14,603 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,867 | TotalAmt |
| Program Services | $4,528 | ProgramServicesAmt |
| Management And General | $1,858 | ManagementAndGeneralAmt |
| Fundraising | $481 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,716 | TotalAmt |
| Program Services | $3,439 | ProgramServicesAmt |
| Management And General | $7,559 | ManagementAndGeneralAmt |
| Fundraising | $3,718 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,060 | TotalAmt |
| Program Services | $2,594 | ProgramServicesAmt |
| Management And General | $283 | ManagementAndGeneralAmt |
| Fundraising | $183 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,600 | TotalAmt |
| Program Services | $60,480 | ProgramServicesAmt |
| Management And General | $9,299 | ManagementAndGeneralAmt |
| Fundraising | $5,821 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,137 | TotalAmt |
| Program Services | $35,137 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,626 | TotalAmt |
| Program Services | $44,424 | ProgramServicesAmt |
| Management And General | $6,202 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,723 | TotalAmt |
| Program Services | $19,101 | ProgramServicesAmt |
| Management And General | $14,622 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PROGRAM ACTIVITES | $118,608 | $118,608 |
| EQUIPMENT & MAINT | $4,508 | $4,508 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,179,263 | TotalAmt |
| Program Services | $883,716 | ProgramServicesAmt |
| Management And General | $207,773 | ManagementAndGeneralAmt |
| Fundraising | $87,774 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $646,248 | BOYAmt |
| EOY | $446,086 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,031 | BOYAmt |
| EOY | $9,190 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,164 | BOYAmt |
| EOY | $18,801 | 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) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,901,654 | BOYAmt |
| EOY | $4,871,945 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,560,405 | BOYAmt |
| EOY | $5,869,862 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,177,502 | BOYAmt |
| EOY | $11,215,884 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,642 | BOYAmt |
| EOY | $110,202 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,788 | BOYAmt |
| EOY | $8,275 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,430 | BOYAmt |
| EOY | $118,477 | 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 | $1,614,523 | BOYAmt |
| EOY | $1,534,409 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,272,549 | BOYAmt |
| EOY | $9,562,998 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,887,072 | BOYAmt |
| EOY | $11,097,407 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,177,502 | BOYAmt |
| EOY | $11,215,884 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$182,704 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,393,039 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | 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 (true) | GoverningDocumentListedInd |
| Support | $186,200 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $186,200 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | false | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (true) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | false | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Test | Yes (X) | ActivitiesTestInd |
| Activities Further Exempt Prps | Yes (true) | ActivitiesFurtherExemptPrpsInd |
| Activities Engaged Org Invlmnt | Yes (true) | ActivitiesEngagedOrgInvlmntInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Support Schedule: Additional Supplemental Information | CONTRIBUTIONS NOT REPORTED AS REVENUE (PART II OR PART III, LINE 1) NODIRECT MONETARY SUPPORT WAS PROVIDED TO THE CALIFORNIA INSTITUTE OFTECHNOLOGY ("CALTECH"). HOWEVER, THE FOLLOWING SERVICES WERE PROVIDEDTO THE STUDENTS OF CALTECH: THE STUDENT EXECUTIVE COMMITTEE (EXCOMM),OUTDOOR ADVENTURE PROGRAMS, SOCIAL ACTIVISM SPEAKER SERIES, COMMUNITYSERVICE PROJECTS, INTERNATIONAL FOOD FESTIVAL, MARTIN LUTHER KING JR.COMMEMORATION WEEK EVENTS, DECOMPRESSION, UNION STATION HOMELESSSHELTER, ALTERNATIVE SPRING BREAK, MAKE-A-DIFFERENCE DAY, WASHINGTOND.C. SCIENCE POLICY TRIP, EXPLORE LA, AND LIFE SKILLS EDUCATIONPROGRAMS. |
| Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu | THE MISSION OF THE CALTECH Y IS HARMONIOUS WITH THAT OF THE INSTITUTE.SEE LIST OF PROGRAMS PROVIDED IN SCHEDULE O (SUPPLEMENTAL INFO). THEACTIVITIES OF THE Y, WHICH ARE IN SUPPORT OF THE STUDENTS AT CALTECHCOMPRISE 100% OF THE ORGANIZATION'S PROGRAM SERVICES. |
| Part IV, Section E, Line 2b: Reasons For The Organization's Position | THE STUDENT PROGRAM ACTIVITIES CONDUCTED THROUGH THE CALTECH Y (SEELIST PROVIDED IN SCHEDULE O) WOULD IN LARGE PART BE PROVIDED BY THEINSTITUTE WERE IT NOT FOR THE EXISTENCE OF THE Y. HOWEVER, THEINDEPENDENCE OF THE Y ALLOWS IT TO HOST CERTAIN SPEAKERS AND EVENTSTHAT THE INSTITUTE WOULD NOT NORMALLY ACCOMMODATE. |
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 | $9,465,345 | BeginningYearBalanceAmt |
| Contributions | $7,650 | ContributionsAmt |
| Investment Earnings Or Losses | $1,555,654 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $280,906 | OtherExpendituresAmt |
| End Year Balance | $10,747,743 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,762,546 | BeginningYearBalanceAmt |
| Contributions | $11,100 | ContributionsAmt |
| Investment Earnings Or Losses | $965,028 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $273,329 | OtherExpendituresAmt |
| End Year Balance | $9,465,345 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,225,450 | BeginningYearBalanceAmt |
| Contributions | $7,910 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,225,953 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $244,861 | OtherExpendituresAmt |
| End Year Balance | $8,762,546 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.14000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.81000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,779 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,779 | DepreciationAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN ENDOWMENT FUNDS | Desc |
| Book Value | $5,869,862 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,869,862 | TotalBookValueOtherAssetsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 45 | $35,195 |
| AWARDS | 26 | $47,986 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Additional Supplemental Information | FormAndLineReferenceDesc |
| Explanation | THE CALTECH Y UTILIZES STAFF LED COMMITTEES TO REVIEW AND SELECT ANNUAL AWARDEES AND SCHOLARSHIP RECIPIENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ATHENA R CASTRO | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $156,718 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $10,970 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $1,634 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $169,322 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | IN-KIND RENTAL | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $75,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 TOFILING 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 DIRECTORSINQUIRING IF THERE ARE ANY CONFLICTS OF INTEREST OR RELATED-PARTYTRANSACTIONS. |
| Form 990, Part VI, Section B, Line 15a | THE MEMBERS OF THE EXECUTIVE, GOVERNANCE, AND FINANCE COMMITTEES REVIEW THECOMPENSATION OF THE EXECUTIVE DIRECTOR ANNUALLY. PERIODICALLY, BUT NOTNECESSARILY ANNUALLY, THEY WOULD REVIEW THE COMPENSATION OF THE PROGRAMDIRECTOR, DEVELOPMENT DIRECTOR AND/OR OTHER STAFF. THEIR COMPENSATIONREVIEW TAKES INTO CONSIDERATION COMPARABILITY DATA OF OTHER NON-PROFITORGANIZATIONS IN LOS ANGELES COUNTY. |
| Form 990, Part VI, Section C, Line 18 | FORM 990, GOVERNING DOCUMENTS, POLICIES AND FINANCIAL INFORMATION ARE AVAILABLE FOR INSPECTION AT THE CALTECH Y OFFICE. |
| Form 990, Part VI, Section C, Line 19 | FORM 990 IS POSTED TO THE WEBSITE FOR THE CALIFORNIA ATTORNEY GENERAL'SREGISTRY OF CHARITIES AND FUNDRAISERS. |
| FORM 990, PART VIII, LINE 6D: | THE RENTAL INCOME RELATES TO CAMPING AND EVENT EQUIPMENT RENTED TOSTUDENTS AND THE CALTECH COMMUNITY FOR CAMPING TRIPS AND OTHEREXTRACURRICULAR ACTIVITIES. THIS ITEM IS TIED TO THE CALTECH Y'SOVERALL MISSION TO ENRICH STUDENT LIFE BY FOSTERING COMMUNITY ANDENCOURAGING A BALANCED LIFESTYLE THROUGH RECREATION. |
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 Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | 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 | $186,200 | 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 CALIFORNIAINSTITUTUE OF TECHNOLOGY ("CALTECH"). CALTECH DOES NOT CHARGE THEORGANIZATION RENT FOR USE OF THE FACILITIES. | ExplanationTxt |
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