2019-08-12T21:10:26-05:00 2018-09-30 823219792 LORENZEN & NOLL CPAS INC 600 S LAKE AVE STE 310 PASADENA CA 911063908 990 2017-10-01 951684790 THE CALTECH Y CALT 6263956163 1201 E CALIFORNIA BLVD MC C1-128 PASADENA CA 91125 ATHENA CASTRO EXECUTIVE DIRECTOR 6263956163 2019-08-09 true PATRICK TANTRAPHOL P00223623 6266830515 2019-08-09 47.51.61.98 2019-08-12 21:10:26 CD P 22B4F98659A099F84725966BDED5B74085DDE9DB C30AC3DC050D7FE13E0C1CDEB55CC0E59F2704C1 2017 2019-02-21 02:37:17Z DAN ERICKSON 1294164 false X WWW.CALTECHY.ORG X 1948 CA TO ENRICH STUDENT LIFE AND CHALLENGE STUDENTS TO GROW INTO RESPONSIBLE CITIZENS OF THE WORLD. 50 50 7 210 0 515984 767885 125131 125737 553728 342834 -5592 -7339 1189251 1229117 4036 4500 0 450856 483781 0 101874 280730 417725 735622 906006 453629 323111 3394551 3627798 181986 87951 3212565 3539847 X TO ENRICH STUDENT LIFE AND CHALLENGE STUDENTS TO GROW INTO RESPONSIBLE CITIZENS OF THE WORLD. false false 653102 4500 245319 STUDENT PROGRAMS - THE STUDENT EXECUTIVE COMMITTEE (EXCOMM), Y-OUTDOORS AND SOCIAL ACTIVISM SPEAKER SERIES COMMITTEES, AND COMMUNITY SERVICE PROJECT LEADERS - INCLUDING 40 TO 50 STUDENT LEADERS - PLAN AND IMPLEMENT APPROXIMATELY 100 PROGRAMS EACH YEAR 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, ALTERNATIVE SPRING BREAK TRIPS, MAKE-A-DIFFERENCE DAY, AN INDIA CULTURAL TRIP, WASHINGTON DC SCIENCE POLICY TRIP, A SPEAKER SERIES THAT FEATURED WELL-RENOWNED SPEAKERS (VICTOR REIS, HAMED QAWASMEH, MICHAEL DELLO-IACOVA, ERIN HARMAN, DAN BROTMAN, PETER KAMUS, CAROL KRAVETZ, AUSTIN MINNICH, MELINA ABDULLAH, AMBER CANTORNA, GARY TYLER, TRACEY VAN HOUTEN, SIMON WONG, BOEING SHIH, SAM WANG, REGINA DUAN, CARL MCPHERSON, ADAM WINKLER); AND EXPLORE LA OUTINGS, LIFE SKILLS SESSIONS, AND ADVENTURE 101 SERIES. 3600 INDIVIDUALS PARTICIPATED OR WERE SERVED BY THE CALTECH Y'S PROGRAMS. THE Y ALSO AWARDED THE LUCY GUERNSEY AWARD TO THREE STUDENTS FOR THEIR OUTSTANDING SERVICE TO THE COMMUNITY, THE STUDENSKI AWARD TO ONE UNDERGRADUATE AT A CROSS ROAD, HUMMEL GRAY AWARDS TO FIVE STUDENTS FOR CONFERENCE TRAVEL, AND THE ADVOCATING CHANGE TOGETHER AWARD FOR SERVICE AND EDUCATION TO TWO CALTECH STUDENTS. 26678 19798 FRIENDS DINNERS AND ACTIVITIES - DINNERS, HELD 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 310 PEOPLE PARTICIPATED IN THE 3 FRIENDS DINNERS. 679780 true true false false false false false false false true true false false true false false false false false false false false false false true false false false false false false false false false false false false false true false false false false true false false false true 4 0 true 7 true false false false false false false false false false false false false false false false X 50 50 true false false false false false false true false false false true true true true true true true false false CA X X ATHENA CASTRO 6263956163 1201 E CALIFORNIA BLVD MC C1-128 PASADENA CA 91125 X SONIA AMIN DIRECTOR 1.00 X 0 0 0 PATTYL APOSHIAN DIRECTOR 1.00 X 0 0 0 LAURICE BALIAN DIRECTOR 1.00 X 0 0 0 RICHARD BEATTY DIRECTOR 1.00 X 0 0 0 IRAM BILAL DIRECTOR 1.00 X 0 0 0 TIM BOYD DIRECTOR 1.00 X 0 0 0 DON BROWN DIRECTOR 1.00 X 0 0 0 JOE CARROLL DIRECTOR 1.00 X 0 0 0 LC CHEN DIRECTOR 1.00 X 0 0 0 FRED CLAYTON DIRECTOR 1.00 X 0 0 0 DONALD COLLINS TREASURER 3.00 X X 0 0 0 JUDY COLLINS DIRECTOR 1.00 X 0 0 0 SUNNY CUI DIRECTOR 1.00 X 0 0 0 FRANK DRYDEN DIRECTOR 1.00 X 0 0 0 DAN ERICKSON BOARD CHAIR 3.00 X X 0 0 0 STEVEN FRAUTSCHI DIRECTOR 1.00 X 0 0 0 SIRISHA GUDAVALLI DIRECTOR 1.00 X 0 0 0 GLORIA HA DIRECTOR 1.00 X 0 0 0 JENNY HSIN STUDENT EXCO 1.00 X 0 0 0 CHLOE HSU DIRECTOR 1.00 X 0 0 0 NOAH HUFFMAN DIRECTOR 1.00 X 0 0 0 PETER HUNG DIRECTOR 1.00 X 0 0 0 MELANY HUNT DIRECTOR 1.00 X 0 0 0 NICHOLAS HUTCHINS DIRECTOR 1.00 X 0 0 0 JANICE JEON DIRECTOR 1.00 X 0 0 0 JULIE JESTER DIRECTOR 1.00 X 0 0 0 MARISU JIMENEZ DIRECTOR 1.00 X 0 0 0 TONY LEONARD DIRECTOR 1.00 X 0 0 0 ALICE LIN DIRECTOR 1.00 X 0 0 0 ILONA LINDEN DIRECTOR 1.00 X 0 0 0 DAVID LIU DIRECTOR 1.00 X 0 0 0 PHILLIP LIU STUDENT EXCO 1.00 X 0 0 0 THOMAS MANNION DIRECTOR 1.00 X 0 0 0 PETER MASON DIRECTOR 1.00 X 0 0 0 DOREEN MASON DIRECTOR 1.00 X 0 0 0 SUSAN MURAKAMI DIRECTOR 1.00 X 0 0 0 AISHWARYA NENE STUDEN EXCOM 1.00 X 0 0 0 KEVIN NOERTKER DIRECTOR 1.00 X 0 0 0 TONI PERPALL VICE CHAIR 1.00 X X 0 0 0 FRED SHAIR DIRECTOR 1.00 X 0 0 0 DONNA SHEPHERD DIRECTOR 1.00 X 0 0 0 ARLANA SILVER DIRECTOR 1.00 X 0 0 0 MELISSA SORIANO DIRECTOR 1.00 X 0 0 0 KAVYA SREEDHAR STUDENT EXCO 1.00 X 0 0 0 PAULA STAMP SECRETARY 2.00 X X 0 0 0 STEPHEN TONER DIRECTOR 1.00 X 0 0 0 NICHOLAS TRANK DIRECTOR 1.00 X 0 0 0 JON WEBSTER DIRECTOR 1.00 X 0 0 0 BIANCA YANG DIRECTOR 1.00 X 0 0 0 DANIEL YODER DIRECTOR 1.00 X 0 0 0 KRISTIE YU DIRECTOR 5.00 X 0 0 0 MICHELLE ZHAO DIRECTOR 1.00 X 0 0 0 ATHENA CASTRO EXECUTIVE DI 40.00 X 0 0 0 false false false 67069 173339 527477 139380 767885 STUDENT PROGRAM FEES 900099 105939 105939 FRIENDS DINNER & ACTIVITIES 900099 19798 19798 125737 342834 342834 17987 4699 13288 13288 13288 32510 67069 52941 -20431 -20431 7211 7407 -196 -196 1229117 138829 322403 4500 4500 99786 69351 28439 1996 297147 200459 29064 67624 24476 16299 3914 4263 32424 22663 2614 7147 29948 21088 3944 4916 25322 1800 23522 14320 10344 738 3238 856 693 33 130 17573 3632 10581 3360 73122 71543 1579 982 982 3210 3210 21800 21800 CALTECH-WORK STUDY 139380 139380 FOOD, MEALS & MEETINGS 30305 26303 3882 120 PROGRAM ACTIVITIES 22073 22073 FRIENDS DINNER 14697 14697 54085 29945 16042 8098 906006 679780 124352 101874 67726 98122 103764 3584 467 3067 1871 132 90013 62069 31154 27944 3190898 3493620 3394551 3627798 174911 80876 7075 7075 181986 87951 X -15397 3227962 3539847 3212565 3539847 3394551 3627798 323111 4171 X false false false X X 1 CALIFORNIA INSTITUTE OF TECHNOLOGY 951643307 2 true 0 0 1 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. 3227963 123850 339714 210000 3481527 2728426 140270 552267 193000 3227963 2186179 529154 211623 99265 2827691 2223397 118275 93877 249370 2186179 1905411 338401 130985 151400 2223397 false true true 90013 62069 27944 27944 GENERAL ENDOWMENT FUND 1256139 Y CENTENNIAL ENDOWMENT FUND 905698 INGRID GUMPEL MEMORIAL FUND 223006 STUDENSKI ENDOWMENT FUND 185512 HOUSNER ENDOWMENT FUND 169480 NAECKER FAMILY FUND 127258 HUMMEL-GRAY TRAVEL FUND 125669 HERSHEY ENDOWMENT FUND 117838 JOHNSON ENDOWMENT FUND 112556 BESCHORMAN ENDOWMENT FUND 106904 KIRK & MARJORY DAWSON FUND 57552 PAUL & HEATHER HAAGA FUND 55040 TOM APOSTOL FUND 50968 3493620 GOLF TOURNAMENT 99579 67069 32510 45785 7156 99579 67069 32510 45785 7156 52941 -20431 X 1 139380 false false false FORM 990, PAGE 2, PART III, LINE 4A MELINA ABDULLAH, AMBER CANTORNA, GARY TYLER, TRACEY VAN HOUTEN, SIMON WONG, BOEING SHIH, SAM WANG, REGINA DUAN, CARL MCPHERSON, ADAM WINKLER); AND EXPLORE LA OUTINGS, LIFE SKILLS SESSIONS, AND ADVENTURE 101 SERIES. 3600 INDIVIDUALS PARTICIPATED OR WERE SERVED BY THE CALTECH Y'S PROGRAMS. THE Y ALSO AWARDED THE LUCY GUERNSEY AWARD TO THREE STUDENTS FOR THEIR OUTSTANDING SERVICE TO THE COMMUNITY, THE STUDENSKI AWARD TO ONE UNDERGRADUATE AT A CROSS ROAD, HUMMEL GRAY AWARDS TO FIVE STUDENTS FOR CONFERENCE TRAVEL, AND THE ADVOCATING CHANGE TOGETHER AWARD FOR SERVICE AND EDUCATION TO TWO CALTECH STUDENTS. FORM 990, PAGE 6, PART VI, LINE 2 LEE FISHER SUSAN MURAKAMI FMR DIRECTOR DIRECTOR MARRIED TIM BOYD IRAM BILAL DIRECTOR DIRECTOR MARRIED DONALD COLLINS JUDY COLLINS DIRECTOR DIRECTOR MARRIED PETER MASON DOREEN MASON DIRECTOR DIRECTOR MARRIED DAVID LIU ALICE LIN DIRECTOR DIRECTOR MARRIED DONNA SHEPHERD JOSEPH SHEPHERD DIRECTOR EX OFFICIO MARRIED FORM 990, PAGE 6, PART VI, LINE 8B 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 ANNUALLY, THE PERSONNEL COMMITTEE CONVENES TO REVIEW COMPENSATION PACKAGE OF THE EXECUTIVE DIRECTOR, PROGRAM DIRECTOR AND DEVELOPMENT DIRECTOR, TAKING 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 173339 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.