PITZER COLLEGE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PITZER COLLEGE (EIN 95-2261113)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-02
- IRS object ID
- 201921229349301717
- Schema version
- 2017v2.3
- 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 E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-02T17:17:45-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W March Ln Ste 200 | AddressLine1Txt |
| City | Stockton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952261113 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pitzer College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PITZ | BusinessNameControlTxt |
| Phone | 9096218043 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 N Mills Avenue | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917116101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Laura Troendle | PersonNm |
| Person Title | VP for Admin./Treasurer | PersonTitleTxt |
| Phone | 9096218043 | PhoneNum |
| Signature | 2019-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tracy S Paglia | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2019-04-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.7.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-24 | IPDt |
| IP Tm | 21:26:28 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B20A33B77085F9A28768A14513D7F3142981CE0C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Melvin L Oliver | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 N Mills Avenue | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917116101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $255,651,824 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.pitzer.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Pitzer College is an educational institution focusing on undergraduate education. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 1037 | TotalEmployeeCnt |
| Total Volunteers | 214 | TotalVolunteersCnt |
| Total Gross UBI | $33,330 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $33,776 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,265,804 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,152,410 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $67,653,025 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $71,925,843 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,212,639 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,944,715 | CYInvestmentIncomeAmt |
| PY Other Revenue | $877,658 | PYOtherRevenueAmt |
| CY Other Revenue | $580,083 | CYOtherRevenueAmt |
| PY Total Revenue | $76,009,126 | PYTotalRevenueAmt |
| CY Total Revenue | $91,603,051 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,134,764 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,968,503 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $30,900,962 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,978,563 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,370,235 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,187,832 | PYOtherExpensesAmt |
| CY Other Expenses | $29,774,971 | CYOtherExpensesAmt |
| PY Total Expenses | $76,223,558 | PYTotalExpensesAmt |
| CY Total Expenses | $79,722,037 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$214,432 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,881,014 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $279,189,334 | TotalAssetsBOYAmt |
| Total Assets EOY | $288,767,652 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $94,932,421 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $100,410,239 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $184,256,913 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $188,357,413 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Pitzer College produces engaged socially responsible citizens of the world through an academically rigorous, interdisciplinary liberal arts education emphasizing social justice, intercultural understanding and environmental sensitivity. The meaningful participation of students, faculty and staff in college governance and academic program design is a Pitzer core value. Our community thrives within the mutually supportive framework of The Claremont Colleges, which provide an unsurpassed breadth of academic, athletic and social opportunities. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $70,674,966 | ExpenseAmt |
| Grant | $17,968,503 | GrantAmt |
| Revenue | $71,925,843 | RevenueAmt |
| Desc | Pitzer College is an educational institution focusing on undergraduate education. The undergraduate full time equivalent enrollment for the year was 1036 students. | Desc |
| Total Program Service Expenses | $70,674,966 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (1) | InvestTaxExemptBondsInd |
| Escrow Account | Yes (1) | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1424 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1037 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | NP | ForeignCountryCd |
| Foreign Country | IT | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mia Alonzo Claremont University Co | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9096218043 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S Mills Ave | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Melvin Oliver | |||||||||
| President | 40.00 | 1.00 | Yes (X) | Yes (X) | $460,150 | $0 | $83,265 | ||
| Harold Brown | |||||||||
| Chair of the Board | 4.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Donald P Gould | |||||||||
| Vice Chair of the Board | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Bridget Baker | |||||||||
| Trustee | 1.60 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas Brock | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Harold Arthur Brown | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Tim Campos | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Steven Chang | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Eggert | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Fairbairn | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Louise Ann Fernandez | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ruett Foster | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Wendy Glenn | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Angela Glover Blackwell | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Susan Kessler | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jill Klein | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| David Brady Levin | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Charles Magnum | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lori O'Hollaren | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Shana Passman | |||||||||
| Trustee (Thru 6/18) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kenneth Pitzer | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Douglas Price | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Susan Pritzker | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jonathan Reingold | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Alissa Roston | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Josh Schlesinger | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| William Sheinberg | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Shahan Soghikian | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Eugene Stein | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kevin Stein | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Tracy Tindle | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Phoebe Wood | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Yuet K Lee | |||||||||
| VP for Admin/Treasurer | 40.00 | 1.00 | Yes (X) | $299,569 | $0 | $33,733 | |||
| Lori M Yoshino | |||||||||
| AVP for Admin/Associate Treasurer | 40.00 | Yes (X) | $152,068 | $0 | $44,400 | ||||
| Melanie Lacy Sorenson | |||||||||
| Secretary of the Board | 4.00 | Yes (X) | $61,140 | $0 | $18,967 | ||||
| Mia Alonzo | |||||||||
| Controller | 4.00 | 21.00 | Yes (X) | $0 | $145,807 | $37,061 | |||
| Adrian P Stevens | |||||||||
| VP/College Advancement (Thru 6/17) | 40.00 | $261,415 | $0 | $26,580 | Yes (X) | ||||
| Nigel J Boyle | |||||||||
| VP/Dean of Faculty | 40.00 | $250,867 | $0 | $50,584 | Yes (X) | ||||
| Brian A Carlisle Thru 0118 | |||||||||
| VP Off of Stdnt Affairs | 40.00 | $233,246 | $0 | $37,747 | Yes (X) | ||||
| Muriel Poston | |||||||||
| Faculty | 40.00 | $180,557 | $0 | $28,908 | Yes (X) | ||||
| Albert Wachtel | |||||||||
| Faculty | 40.00 | $180,141 | $0 | $35,948 | Yes (X) | ||||
| Sheryl F Miller | |||||||||
| Faculty | 40.00 | $177,369 | $0 | $21,832 | Yes (X) | ||||
| Jim Hoste | |||||||||
| Faculty | 40.00 | $286,310 | $0 | $23,744 | Yes (X) | ||||
| Stuart C McConnell | |||||||||
| Faculty | 40.00 | $280,507 | $0 | $20,128 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,823,339 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $145,807 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $462,897 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 59 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KAR Construction Inc | |||||
| 1306 W Brooks St | Ontario | CA | 917623611 | Construction | $5,029,776 |
| Bon Appetit | |||||
| PO Box 50196 | Los Angeles | CA | 900740196 | Food Service | $2,413,329 |
| Best Best Krieger LLP | |||||
| PO Box 1028 | Riverside | CA | 925021028 | Legal Services | $304,644 |
| Carrier Johnson | |||||
| 1301 Third Ave | San Diego | CA | 92101 | Architect | $240,976 |
| ABM Onsite Services-West Inc | |||||
| 1150 South Olive Street 19th FL | Los Angeles | CA | 90015 | Janitorial Services | $229,173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $30,778 | FundraisingAmt |
| Government Grants | $154,500 | GovernmentGrantsAmt |
| All Other Contributions | $3,967,132 | AllOtherContributionsAmt |
| Noncash Contributions | $178,555 | NoncashContributionsAmt |
| Total Contributions | $4,152,410 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and fees | 611600 | $57,311,582 | $57,311,582 |
| Auxiliary enterprises | 611710 | $12,952,387 | $12,952,387 |
| Summer conferences | 611710 | $859,859 | $859,859 |
| Federal Grants and Contracts | 611710 | $801,320 | $801,320 |
| Private contracts | 900099 | $695 | $695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $71,925,843 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,033,910 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$78,921 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,112,831 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $176,814,687 | SecuritiesAmt |
| Other | $119,251 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $164,023,133 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,791,554 | SecuritiesAmt |
| Other | $119,251 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,910,805 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $112,251 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,798,554 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $7,142 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $30,778 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $25,640 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$18,498 | TotalRevenueColumnAmt |
| Exclusion | -$18,498 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other sources | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $598,581 | TotalRevenueColumnAmt |
| Exclusion | $598,581 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $598,581 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $91,603,051 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $71,925,843 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $33,330 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,491,468 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,968,503 | TotalAmt |
| Program Services | $17,968,503 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,875,432 | TotalAmt |
| Program Services | $930,863 | ProgramServicesAmt |
| Management And General | $818,818 | ManagementAndGeneralAmt |
| Fundraising | $125,751 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,684 | TotalAmt |
| Program Services | $66,684 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,397,606 | TotalAmt |
| Program Services | $19,771,788 | ProgramServicesAmt |
| Management And General | $1,846,489 | ManagementAndGeneralAmt |
| Fundraising | $779,329 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,102,599 | TotalAmt |
| Program Services | $2,669,207 | ProgramServicesAmt |
| Management And General | $314,955 | ManagementAndGeneralAmt |
| Fundraising | $118,437 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,956,147 | TotalAmt |
| Program Services | $2,487,862 | ProgramServicesAmt |
| Management And General | $349,391 | ManagementAndGeneralAmt |
| Fundraising | $118,894 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,580,095 | TotalAmt |
| Program Services | $1,330,457 | ProgramServicesAmt |
| Management And General | $188,315 | ManagementAndGeneralAmt |
| Fundraising | $61,323 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,881 | TotalAmt |
| Management And General | $244,881 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,019 | TotalAmt |
| Management And General | $122,019 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,153 | TotalAmt |
| Management And General | $213,153 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,538,649 | TotalAmt |
| Program Services | $1,491,011 | ProgramServicesAmt |
| Management And General | $28,988 | ManagementAndGeneralAmt |
| Fundraising | $18,650 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,068 | TotalAmt |
| Program Services | $535,130 | ProgramServicesAmt |
| Management And General | $746 | ManagementAndGeneralAmt |
| Fundraising | $16,192 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,194,779 | TotalAmt |
| Program Services | $1,120,613 | ProgramServicesAmt |
| Management And General | $48,005 | ManagementAndGeneralAmt |
| Fundraising | $26,161 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $885,068 | TotalAmt |
| Program Services | $854,647 | ProgramServicesAmt |
| Management And General | $5,142 | ManagementAndGeneralAmt |
| Fundraising | $25,279 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,466,209 | TotalAmt |
| Program Services | $1,462,600 | ProgramServicesAmt |
| Management And General | $3,609 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,606,592 | TotalAmt |
| Program Services | $1,438,193 | ProgramServicesAmt |
| Management And General | $98,724 | ManagementAndGeneralAmt |
| Fundraising | $69,675 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,194 | TotalAmt |
| Program Services | $410,552 | ProgramServicesAmt |
| Management And General | $130,098 | ManagementAndGeneralAmt |
| Fundraising | $10,544 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,167,930 | TotalAmt |
| Program Services | $3,120,268 | ProgramServicesAmt |
| Management And General | $47,662 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,633,447 | TotalAmt |
| Program Services | $7,075,660 | ProgramServicesAmt |
| Management And General | $2,557,787 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,385,973 | TotalAmt |
| Program Services | $4,078,645 | ProgramServicesAmt |
| Management And General | $307,328 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,430 | TotalAmt |
| Program Services | $15,852 | ProgramServicesAmt |
| Management And General | $230,578 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Food and Housing | $2,292,040 | $2,292,040 | |
| Building Repair | $803,049 | $736,675 | $66,374 |
| Books & Periodicals | $31,399 | $31,399 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $840,091 | TotalAmt |
| Program Services | $786,317 | ProgramServicesAmt |
| Management And General | $53,774 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,722,037 | TotalAmt |
| Program Services | $70,674,966 | ProgramServicesAmt |
| Management And General | $7,676,836 | ManagementAndGeneralAmt |
| Fundraising | $1,370,235 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,296,139 | BOYAmt |
| EOY | $2,061,393 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,686,817 | BOYAmt |
| EOY | $31,839,291 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,250,383 | BOYAmt |
| EOY | $1,487,839 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,338,654 | BOYAmt |
| EOY | $1,828,734 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,552 | BOYAmt |
| EOY | $7,552 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,341 | BOYAmt |
| EOY | $106,679 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,593,194 | BOYAmt |
| EOY | $2,905,560 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $148,684,812 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,761,982 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,301,131 | BOYAmt |
| EOY | $99,922,830 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,124,644 | BOYAmt |
| EOY | $97,860,096 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,546,382 | BOYAmt |
| EOY | $45,313,197 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,529,539 | BOYAmt |
| EOY | $2,969,391 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,409,558 | BOYAmt |
| EOY | $2,465,090 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,189,334 | BOYAmt |
| EOY | $288,767,652 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,109,940 | BOYAmt |
| EOY | $4,332,168 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,679,786 | BOYAmt |
| EOY | $918,052 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,760,874 | BOYAmt |
| EOY | $86,411,154 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,127 | BOYAmt |
| EOY | $627,007 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,224,694 | BOYAmt |
| EOY | $8,121,858 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,932,421 | BOYAmt |
| EOY | $100,410,239 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,021,576 | BOYAmt |
| EOY | $122,784,524 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,824,274 | BOYAmt |
| EOY | $27,816,542 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,411,063 | BOYAmt |
| EOY | $37,756,347 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,256,913 | BOYAmt |
| EOY | $188,357,413 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,189,334 | BOYAmt |
| EOY | $288,767,652 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,881,014 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,744,069 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$4,036,445 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,103,435 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,991,122 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,491,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,265,804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,152,410 | CurrentTaxYearAmt |
| Total | $24,004,377 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,103,435 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,991,122 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,491,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,265,804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,152,410 | CurrentTaxYearAmt |
| Total | $24,004,377 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,689,717 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,314,660 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,788,622 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,781,382 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,733,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,482,802 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,112,831 | CurrentTaxYearAmt |
| Total | $12,899,216 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,229 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,329 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,719 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $14,832 | CurrentTaxYearAmt |
| Total | $76,109 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $451,296 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $566,704 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $435,672 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $881,212 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $598,581 | CurrentTaxYearAmt |
| Total | $2,933,465 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $39,913,167 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $330,690,469 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.50900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Other Income - 2013 Amount: $ 451,296. 2014 Amount: $ 566,704. 2015 Amount: $ 435,672. 2016 Amount: $ 881,212. 2017 Amount: $ 598,581. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $136,983,670 | BeginningYearBalanceAmt |
| Contributions | $522,148 | ContributionsAmt |
| Investment Earnings Or Losses | $10,123,759 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $847,247 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,665,077 | OtherExpendituresAmt |
| Administrative Expenses | $208,035 | AdministrativeExpensesAmt |
| End Year Balance | $141,909,218 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $127,114,302 | BeginningYearBalanceAmt |
| Contributions | $1,115,435 | ContributionsAmt |
| Investment Earnings Or Losses | $14,487,023 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $819,691 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,595,920 | OtherExpendituresAmt |
| Administrative Expenses | $317,479 | AdministrativeExpensesAmt |
| End Year Balance | $136,983,670 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $132,833,248 | BeginningYearBalanceAmt |
| Contributions | $1,517,528 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,599,578 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $791,762 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,485,712 | OtherExpendituresAmt |
| Administrative Expenses | $359,422 | AdministrativeExpensesAmt |
| End Year Balance | $127,114,302 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $134,877,145 | BeginningYearBalanceAmt |
| Contributions | $3,479,846 | ContributionsAmt |
| Investment Earnings Or Losses | -$328,900 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $721,579 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,167,851 | OtherExpendituresAmt |
| Administrative Expenses | $305,413 | AdministrativeExpensesAmt |
| End Year Balance | $132,833,248 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,050,563 | BeginningYearBalanceAmt |
| Contributions | $1,596,178 | ContributionsAmt |
| Investment Earnings Or Losses | $19,000,104 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $664,296 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,818,288 | OtherExpendituresAmt |
| Administrative Expenses | $287,116 | AdministrativeExpensesAmt |
| End Year Balance | $134,877,145 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.59000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.25000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,650,820 | OtherCostOrOtherBasisAmt |
| Book Value | $11,650,820 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $124,635,356 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,261,727 | DepreciationAmt |
| Book Value | $84,373,629 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,955,944 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,500,255 | DepreciationAmt |
| Book Value | $2,455,689 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,442,692 | OtherCostOrOtherBasisAmt |
| Book Value | $1,442,692 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $99,922,830 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Limited Partnerships | Desc |
| Book Value | $45,313,197 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $45,313,197 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Government advances for student loans | $1,042,391 |
| Annuities payable | $55,514 |
| Early retirement liability | $6,263,092 |
| Asset retirement obligation | $760,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,121,858 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $65,929,792 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,744,069 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$3,981,487 | OtherRevenueAmt |
| Revenue Not Reported | -$7,725,556 | RevenueNotReportedAmt |
| Revenue Subtotal | $73,655,348 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $212,978 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $17,734,725 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $17,947,703 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $91,603,051 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $61,897,408 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $68,117 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $68,117 | ExpensesNotReportedAmt |
| Expenses Subtotal | $61,829,291 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $212,978 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $17,679,768 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $17,892,746 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $79,722,037 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The College uses the income from the endowment funds per the requirements of the donor. Such income is used for grants, scholarships, professorships, lectures, research, student programs, facilities and general operations of the College. |
| Part X, Line 2: | The objective of the College is to maintain and conduct a 501(c)(3) nonprofit educational institution. The primary purpose of accounting and reporting is the recording of resources received and applied rather than the determination of net income. The College had no uncertain tax positions and/or obligations at June 30, 2018 and 2017. The College's tax returns are subject to review and examination by federal and state authorities. |
| Part XI, Line 2d - Other Adjustments: | Realized Losses on Contributions Receivable -117. Actuarial Adjustments -5,615. Comprehensive gain(loss) on defined benefit plans -103,624. Loss on bond defeasance -3,872,131. |
| Part XI, Line 4b - Other Adjustments: | Student Financial aid 17,679,766. Income from K-1's 33,329. Pledge write off 21,630. |
| Part XII, Line 2d - Other Adjustments: | Expenses reported on Pitzer College Costa Rica's return 68,117. |
| Part XII, Line 4b - Other Adjustments: | Student Financial aid 17,679,768. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | Students applying to the college receive registration materials that state the nondiscrimination policy. The policy is also published on the Pitzer College website. www.pitzer.edu |
| Schedule E, Part I, Line 6 | Pitzer College participates in the Pell Grant, Supplemental Educational Opportunity Grant, Cal Grants, College Work-Study, NSF STEM grant scholarships and Perkins Loan programs. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 1 | 1 | Program services | Education | $507,376 |
| Europe (including Iceland and Greenland) | 1 | 1 | Program services | Education | $207,331 |
| South America | 1 | 1 | Program services | Education | $366,271 |
| South Asia | 1 | 1 | Program services | Education | $295,496 |
| Sub-Saharan Africa | 1 | 1 | Program services | Education | $449,034 |
| Central America and the Caribbean | 0 | 0 | Investments | $17,227,459 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 5 | SubtotalOfficesCnt |
| Subtotal Employees | 5 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 5 | TotalOfficeCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Subtotal Spent | $19,052,967 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $19,052,967 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Funds are sent via wire to the director in charge of the program. Receipts for all expenses are sent to the Treasurer's office where they are reconciled, translated into US currency and recorded. Actual expenses are recorded each year except for some expenses at the end of the year that are estimated and reconciled in the following year when the receipts are received. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Auction | Event1Nm |
| Gross Receipts Event1 | $37,920 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $30,778 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,142 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $7,142 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $4,612 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $13,126 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $760 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $37,920 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $30,778 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $7,142 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $7,142 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,612 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $13,126 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $760 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $25,640 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$18,498 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Institutional Grant Aid | 451 | $17,128,076 |
| Davis UWC Sholarship | 5 | $50,000 |
| Supplemental Educational Opportunity Grant | 54 | $154,500 |
| NSF STEM Grant Aid | 13 | $114,690 |
| Stipends | 147 | $246,097 |
| Rose Hills Foundation | 5 | $187,500 |
| Pritzker Scholarship | 21 | $45,000 |
| Fellowships | 16 | $42,640 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Pitzer College awards scholarships only to individual undergraduate students. These scholarships are awarded based upon academic achievement and/or demonstrated financial need. The Financial Aid Office, with the assistance of the Registrar's Office, monitor student enrollment each semester to ensure that students remain qualified for financial aid. The College also awards tuition to dependents of its employees who meet the requirements of the College's Tuition Remission Program. Employee dependent's must be enrolled at one of the undergraduate schools of The Claremont Colleges. Tuition is paid directly to the undergraduate college after grades are submitted to the Human Resources Office as evidence of course completion. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Melvin Oliver | ||||||||||||||
| President | $454,150 | $0 | $0 | $0 | $6,000 | $0 | $32,400 | $0 | $50,865 | $0 | $543,415 | $0 | $0 | $0 |
| Yuet K Lee | ||||||||||||||
| VP for Admin/Treasurer | $298,249 | $0 | $0 | $0 | $1,320 | $0 | $32,400 | $0 | $1,333 | $0 | $333,302 | $0 | $0 | $0 |
| Lori M Yoshino | ||||||||||||||
| AVP for Admin/Associate Treasurer | $151,228 | $0 | $0 | $0 | $840 | $0 | $18,984 | $0 | $25,416 | $0 | $196,468 | $0 | $0 | $0 |
| Mia Alonzo | ||||||||||||||
| Controller | $0 | $145,327 | $0 | $0 | $0 | $480 | $0 | $15,905 | $0 | $21,156 | $0 | $182,868 | $0 | $0 |
| Adrian P Stevens | ||||||||||||||
| VP/College Advancement (Thru 6/17) | $129,600 | $0 | $0 | $0 | $131,815 | $0 | $16,122 | $0 | $10,458 | $0 | $287,995 | $0 | $0 | $0 |
| Nigel J Boyle | ||||||||||||||
| VP/Dean of Faculty | $250,867 | $0 | $0 | $0 | $0 | $0 | $31,000 | $0 | $19,584 | $0 | $301,451 | $0 | $0 | $0 |
| Brian A Carlisle Thru 0118 | ||||||||||||||
| VP Off of Stdnt Affairs | $232,122 | $0 | $0 | $0 | $1,124 | $0 | $28,227 | $0 | $9,520 | $0 | $270,993 | $0 | $0 | $0 |
| Muriel Poston | ||||||||||||||
| Faculty | $180,557 | $0 | $0 | $0 | $0 | $0 | $21,848 | $0 | $7,060 | $0 | $209,465 | $0 | $0 | $0 |
| Albert Wachtel | ||||||||||||||
| Faculty | $180,141 | $0 | $0 | $0 | $0 | $0 | $21,941 | $0 | $14,007 | $0 | $216,089 | $0 | $0 | $0 |
| Sheryl F Miller | ||||||||||||||
| Faculty | $177,369 | $0 | $0 | $0 | $0 | $0 | $21,284 | $0 | $548 | $0 | $199,201 | $0 | $0 | $0 |
| Jim Hoste | ||||||||||||||
| Faculty | $143,141 | $0 | $0 | $0 | $143,169 | $0 | $17,302 | $0 | $6,442 | $0 | $310,054 | $0 | $0 | $0 |
| Stuart C McConnell | ||||||||||||||
| Faculty | $139,455 | $0 | $0 | $0 | $141,052 | $0 | $17,047 | $0 | $3,081 | $0 | $300,635 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Any of the items checked above are provided only as documented in a particular individual's contract with the College. President is required to live in a Pitzer owned or leased residence as part of his/her contract. All maintenance expenses related to the house are paid by Pitzer. |
| Part I, Line 4a | Adrian P. Stevens, former VP/College Advancement received a severance payment of $131,300 in 2017. The agreement is subject to a confidentiality clause; details will be provided to the IRS upon request. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| California Municipal Finance Authority 2014 Tax-Exempt Loan | ||||||||
| A | 201563466 | 000000000 | 2014-06-26 | $24,937,500 | Advance refund CEFA 2005A in April 2015, property purchase & facility reno | 0 | 0 | 0 |
| California Municipal Finance Authority 2017 | ||||||||
| B | 201563466 | 000000000 | 2017-08-01 | $63,000,000 | Advance refund CEFA 2009 and facility renovations. | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Refunding EscrowRefundingEscrowAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $817,216 | $25,000,000 | $125,241 | $9,140,000 | $15,860,000 | 0 | Yes (1) | Yes (1) | Yes (1) | |
| B | $636,000,000 | $384,599 | $7,505,000 | Yes (1) | Yes (1) | 0 | Yes (1) | $55,498,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II, Line 3, Column A, B and C | FormAndLineReferenceDesc |
| Explanation | Explanation of difference between line 3 and issue price: Interest income and gain/loss. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Muriel Poston | PersonNm |
| Relationship With Org | Faculty | RelationshipWithOrgTxt |
| Loan Purpose | Repayment of overpaid wages | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $7,552 | OriginalPrincipalAmt |
| Balance Due | $7,552 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | 0 | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $7,552 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $178,555 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The number listed in column (B) represents the number of items donated. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The form is reviewed by the Audit Committee. A copy of the 990 is provided electronically to each member of the Board, excluding emeriti Trustees who are non-voting members. |
| Form 990, Part VI, Section B, line 12c | Pitzer has a Conflict of Interest Policy that prohibits trustees, officers and employees from using their positions and knowledge in any way that could create a conflict between the interests of the College and their own interests. The policy also requires that trustees, officers or other employees promptly report to the Trustee Audit Committee, any transaction or situation, pertaining to themselves or others, that may be a conflict of interest. Each trustee, officer and senior administrator must annually sign a statement documenting any existing or potential conflict of interest. The results of this annual reporting are reviewed by the Trustee Audit Committee. If any conflicts were identified during this documentation process, the Trustee Audit Committee would report this to the full board for their review and action, if warranted. In addition, it is the practice of trustees to recuse themselves from discussion and voting in circumstances where there may be a potential conflict of interest. |
| Form 990, Part VI, Section B, line 15 | The College uses benchmark salary data from comparable higher education institution groups for all employees, including executive management positions. Salaries are also reviewed in relation to performance as evidenced by annual written performance evaluations and years in position. Compensation for Pitzer's top executives is reviewed and approved by the Trustee Compensation Committee whose charge, drawn from the bylaws, is as stated below: 4.22 (a)(i) Compensation Committee. There shall be a subcommittee of the Executive Committee known as the Compensation Committee that shall review and approve the compensation, including benefits, of all of the following: (a) the President, (b) the Treasurer, and (c) every person, regardless of title, with powers, duties or responsibilities comparable to a president, chief executive officer, treasurer or chief financial officer. The review shall be conducted in accordance with California Government Code Section 125856(g). The Compensation Committee shall be composed of independent Trustees and shall not include the President or Treasurer. In addition to the President and Treasurer, the Trustee Compensation Committee reviews and approves compensation for the Vice President of Academic Affairs as this position is designated to act as the chief executive officer in exigency. For the Treasurer and Vice President of Academic Affairs, the Compensation Committee reviews and approves recommended compensation after reviewing performance, and salary and benefits in relation to the average salary and benefits packages of selected peer organizations and years in position. Minutes of the committee and the analyses are kept in confidentiality, limited to the committee, the President, the Secretary of the Board, the Vice President for Administration and Finance/Treasurer, and the Director of Human Resources. The Director of Human Resources retains the minutes and analyses as documentation of this process. President's contract: As outlined in Pitzer College's by-laws, the Board's Executive Committee annually conducts a performance review of the President. Under the by-laws, if any changes to the President's employment contract, including salary and benefits, are considered appropriate and necessary, these changes are constructed carefully by the Compensation Committee, in discussions with the President, reviewed by the Executive Committee and submitted to the full Board of Trustees for discussion and approval. In particular, the Board discusses the President's performance, the external market for comparable presidents at peer liberal arts colleges and the overall needs and means of Pitzer College. After discussion, and given the importance that the Board attaches to its supervision of the President, the Board attempts to achieve a consensus in favor of -- and then formally approves -- all compensation decisions. |
| Form 990, Part VI, Section C, line 19 | - Governing documents are not available to the general public - Conflict of interest policy is not available to the public - Audited financial statements are available on the College's website |
| Form 990, Part XI, line 9: | Realized Losses on Contributions Receivable -116. Comprehensive Gain(Loss) on defined benefit plans -103,624. Actuarial adjustment -5,615. Income from K-1's -33,329. Pledge write off -21,630. Loss on bond defeasance -3,872,131. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Claremont University Consortium | ||||||||||
| 101 S Mills Ave | Claremont | CA | 91711 | 954786748 | Support Claremont colleges | CA | 501(c)(3) | 12a, Type I | N/A | 0 |
| Pitzer College - Costa Rica | ||||||||||
| 101 S Mills Ave | Claremont | CA | 91711 | 320152376 | Conservation easement for forest conservation | CA | 501(c)(3) | 12a, Type I | N/A | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pitzer College Costa Rica | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionTypeTxt |
| Involved | $73,000 | InvolvedAmt |
| Method Of Amount Determination | Cash Basis | MethodOfAmountDeterminationTxt |
Comments