CALTECH Y: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CALTECH Y (EIN 95-1684790)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-14
- IRS object ID
- 201822269349302437
- Schema version
- 2016v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-14T20:12:34-04:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823219792 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lorenzen & Noll CPAs Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 S Lake Ave Ste 502 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | 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 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 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 Castro | PersonNm |
| Person Title | Executive Direc | PersonTitleTxt |
| Phone | 6263956163 | PhoneNum |
| Signature | 2018-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer Lorenzen | PreparerPersonNm |
| PTIN | P00243158 | PTIN |
| Phone | 6266830515 | PhoneNum |
| Preparation | 2018-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dan Erickson | PrincipalOfficerNm |
| Gross Receipts | $1,247,276 | 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 | 55 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 54 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 204 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $908,160 | PYContributionsGrantsAmt |
| CY Contributions Grants | $515,984 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $132,207 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $125,131 | CYProgramServiceRevenueAmt |
| PY Investment Income | $121,657 | PYInvestmentIncomeAmt |
| CY Investment Income | $553,728 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$15,534 | PYOtherRevenueAmt |
| CY Other Revenue | -$5,592 | CYOtherRevenueAmt |
| PY Total Revenue | $1,146,490 | PYTotalRevenueAmt |
| CY Total Revenue | $1,189,251 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,214 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,036 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $429,645 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $450,856 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $101,839 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $255,006 | PYOtherExpensesAmt |
| CY Other Expenses | $280,730 | CYOtherExpensesAmt |
| PY Total Expenses | $696,865 | PYTotalExpensesAmt |
| CY Total Expenses | $735,622 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $449,625 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $453,629 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,891,530 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,394,551 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $132,594 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $181,986 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,758,936 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,212,565 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To enrich student life and challenge students to grow into responsible citizens of the world. | MissionDesc |
| Expense | $440,709 | ExpenseAmt |
| Grant | $4,036 | GrantAmt |
| Revenue | $100,669 | RevenueAmt |
| Desc | 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 backpacking trip, day hikes, National Park camping trips, World Fest Week and the International Food Fair, Dr. Martin Luther King Jr. Commemoration Week events, Decompression, 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 (Larry Wilson, Daniel Flaming, Abel Ramirez, Pablo Alvarado, Jonathan Katz, France Cordova, Jennifer Mustos, Michael Nacht, David Wright, Rush Holt, Robert Hanrahan, Ron Lin, Robb Willer, and Carl Pabo); and Explore LA, Life Skills, and Adventure 101 Series. 4,000 individuals participated or were served by the Caltech Ys programs. The Y also awarded the Lucy Guernsey Award to two students for their outstanding service to the community, the Studenski Award to one undergraduate at a cross road, Hummel Gray Awards to seven students for conference travel, and the Advocating Change Together Award for service and education to two Caltech students. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $36,355 | ExpenseAmt |
| Revenue | $24,462 | RevenueAmt |
| Desc | 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 370 people participated in the 3 Friends Dinners. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $477,064 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | 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 |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 7 | 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 |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 55 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 54 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | false | 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 |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Athena Castro | PersonNm |
| Phone | 6263956163 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 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 (55 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Kirk Dawson | |||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Dan Erickson | |||||||
| Board Chair | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Peter Mason | |||||||
| Director | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Paula Stamp | |||||||
| Secretary | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Kristie Yu | |||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Sonia Amin | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Marjory Dawson | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Frank Dryden | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Pattyl Aposhian | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Steven Frautschi | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Richard Beatty | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Iram P Bilal | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Nancy Lan | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Doreen Mason | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Toni Perpall | |||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Tim Boyd | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Donald Collins | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Judy Collins | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Arlana Silver | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LeRoy Fisher | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Tony Leonard | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Alice Lin | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Susan Murakami | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| David Liu | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Don Brown | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Joe Carroll | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Thomas Mannion | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Stephen Toner | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Daniel Yoder | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Christine Chou | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Gloria Ha | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jenny He | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Stephanie Hong | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jenny Hsin | |||||||
| Student ExComm Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Peter Hung | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Janice Jeon | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Aishwarya Nene | |||||||
| Student ExComm President | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Tyler Okamoto | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Nicholas Trank | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Julie Jester | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Ilona Linden | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kevin Noertker | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Fred Shair | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Donna Shepherd | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Joseph Shepherd | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Melissa Soriano | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jon Webster | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Saaket Agrawal | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Sunny Cui | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Chloe Hsu | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Noah Huffman | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Phillip Liu | |||||||
| Student ExComm Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kavya Sreedhar | |||||||
| Student ExComm Vice President | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Bianca Yang | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Athena Castro | |||||||
| Executive Director | 40.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $64,267 | FundraisingAmt |
| Related Organizations | $167,626 | RelatedOrganizationsAmt |
| All Other Contributions | $284,091 | AllOtherContributionsAmt |
| Total Contributions | $515,984 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Student program fees | 900099 | $100,669 | $100,669 |
| Friends dinner & activi | 900099 | $24,462 | $24,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $125,131 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $553,728 | TotalRevenueColumnAmt |
| Exclusion | $553,728 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $19,937 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $5,564 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $14,373 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,373 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,373 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $25,280 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $64,267 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $43,595 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$18,315 | TotalRevenueColumnAmt |
| Exclusion | -$18,315 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $7,216 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $8,866 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,650 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,650 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,189,251 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $137,854 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $535,413 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,036 | TotalAmt |
| Program Services | $4,036 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,148 | TotalAmt |
| Program Services | $57,093 | ProgramServicesAmt |
| Management And General | $23,412 | ManagementAndGeneralAmt |
| Fundraising | $1,643 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,789 | TotalAmt |
| Program Services | $162,409 | ProgramServicesAmt |
| Management And General | $40,705 | ManagementAndGeneralAmt |
| Fundraising | $56,675 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,035 | TotalAmt |
| Program Services | $11,573 | ProgramServicesAmt |
| Management And General | $3,911 | ManagementAndGeneralAmt |
| Fundraising | $5,551 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,806 | TotalAmt |
| Program Services | $33,805 | ProgramServicesAmt |
| Management And General | $22,761 | ManagementAndGeneralAmt |
| Fundraising | $6,240 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,078 | TotalAmt |
| Program Services | $17,603 | ProgramServicesAmt |
| Management And General | $3,827 | ManagementAndGeneralAmt |
| Fundraising | $3,648 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,026 | TotalAmt |
| Program Services | $1,800 | ProgramServicesAmt |
| Management And General | $23,226 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,590 | TotalAmt |
| Program Services | $2,250 | ProgramServicesAmt |
| Management And General | $10,090 | ManagementAndGeneralAmt |
| Fundraising | $2,250 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,117 | TotalAmt |
| Program Services | $708 | ProgramServicesAmt |
| Fundraising | $409 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,293 | TotalAmt |
| Program Services | $1,168 | ProgramServicesAmt |
| Management And General | $7,004 | ManagementAndGeneralAmt |
| Fundraising | $1,121 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,070 | TotalAmt |
| Management And General | $1,070 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,877 | TotalAmt |
| Program Services | $87,457 | ProgramServicesAmt |
| Management And General | -$2,580 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,282 | TotalAmt |
| Program Services | $272 | ProgramServicesAmt |
| Management And General | $4,688 | ManagementAndGeneralAmt |
| Fundraising | $1,322 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197 | TotalAmt |
| Program Services | $71 | ProgramServicesAmt |
| Management And General | $126 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Caltech labor and charges | $16,092 | $12,148 | $3,944 | |
| Program activities | $14,739 | $14,739 | ||
| Food meals & meetings | $34,484 | $32,493 | $1,991 | |
| Program supplies | $4,315 | $4,315 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,648 | TotalAmt |
| Program Services | $33,124 | ProgramServicesAmt |
| Management And General | $14,535 | ManagementAndGeneralAmt |
| Fundraising | $20,989 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $735,622 | TotalAmt |
| Program Services | $477,064 | ProgramServicesAmt |
| Management And General | $156,719 | ManagementAndGeneralAmt |
| Fundraising | $101,839 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,073 | BOYAmt |
| EOY | $67,726 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,942 | BOYAmt |
| EOY | $98,122 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74 | BOYAmt |
| EOY | $3,584 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,067 | BOYAmt |
| EOY | $3,067 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $90,013 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $58,859 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,351 | BOYAmt |
| EOY | $31,154 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,685,023 | BOYAmt |
| EOY | $3,190,898 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,891,530 | BOYAmt |
| EOY | $3,394,551 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,519 | BOYAmt |
| EOY | $174,911 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,075 | BOYAmt |
| EOY | $7,075 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,594 | BOYAmt |
| EOY | $181,986 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,510 | BOYAmt |
| EOY | -$15,397 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,728,426 | BOYAmt |
| EOY | $3,227,962 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,758,936 | BOYAmt |
| EOY | $3,212,565 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,891,530 | BOYAmt |
| EOY | $3,394,551 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $453,629 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 Inst of Technology | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643307 | EIN |
| Organization Type | 2 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| 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 | Yes (true) | 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 (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Contributions not reported as revenue Part II or Part III line 1 | No direct monetary support was provided to California Institute of Technology. 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 DC Science Policy Trip, Explore LA, and Life Skills Education Programs. |
| Have a significant voice Part IV Sect D line 3 | The endowment funds of The Caltech Y are managed by the Institute under Caltechs 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. |
| Directly further the exempt purposes Part IV Sect 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 organizations program services. |
| Act supported organizations would have engaged inPart IV E 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 host certain speakers and events that would otherwise not be in the best interest of the Institute to provide. |
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 | $2,728,426 | BeginningYearBalanceAmt |
| Contributions | $140,270 | ContributionsAmt |
| Investment Earnings Or Losses | $552,267 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $193,000 | OtherExpendituresAmt |
| End Year Balance | $3,227,963 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,186,179 | BeginningYearBalanceAmt |
| Contributions | $529,154 | ContributionsAmt |
| Investment Earnings Or Losses | $211,623 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $99,265 | OtherExpendituresAmt |
| End Year Balance | $2,827,691 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,223,397 | BeginningYearBalanceAmt |
| Contributions | $118,275 | ContributionsAmt |
| Investment Earnings Or Losses | $93,877 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $249,370 | OtherExpendituresAmt |
| End Year Balance | $2,186,179 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,905,411 | BeginningYearBalanceAmt |
| Contributions | $338,401 | ContributionsAmt |
| Investment Earnings Or Losses | $130,985 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $151,400 | OtherExpendituresAmt |
| End Year Balance | $2,223,397 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,793,222 | BeginningYearBalanceAmt |
| Contributions | $155,580 | ContributionsAmt |
| Investment Earnings Or Losses | $145,422 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $147,000 | OtherExpendituresAmt |
| End Year Balance | $1,947,224 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $90,013 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,859 | DepreciationAmt |
| Book Value | $31,154 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,154 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (12 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| General Endowment Fund | $1,220,437 |
| Hershey Endowment Fund | $113,511 |
| Johnson Endowment Fund | $108,422 |
| Housner Endowment Fund | $163,256 |
| Ingrid Gumpel Memorial Fund | $163,256 |
| Studenski Endowment Fund | $172,757 |
| Y Centennial Endowment Fund | $807,955 |
| Naecker Family Fund | $122,335 |
| Beschorman Endowment Fund | $102,978 |
| Paul & Heather Haaga Fund | $51,347 |
| Kirk & Marjory Dawson Fund | $55,296 |
| Hummel-Gray Travel Fund | $109,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,190,898 | TotalBookValueOtherAssetsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Tourn | Event1Nm |
| Gross Receipts Event1 | $25,280 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $64,267 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | -$38,987 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $39,988 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $3,607 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $25,280 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $64,267 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | -$38,987 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $39,988 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,607 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $43,595 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$82,582 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Officer directors etc family relationship Part VI line 2 | Lee Fisher and Susan Murakami, marriedTim Boyd and Iram Parveen Bilal, marriedKirk and Marjory Dawson, marriedDonald and Judy Collins, marriedPeter and Doreen Mason, marriedDavid Liu and Alice Lin, marriedJoseph and Donna Shepherd, married |
| Committee meeting documentation 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 governing body review Part VI line 11 | Form 990 is distributed to Finance Committee for detailed review prior to filing and is available to entire board of directors upon request. |
| Conflict of interest policy compliance Part VI line 12c | Annually, management circulates questionnaire to board of directors inquiring if there are any conflicts of interest or related-party transactions. |
| CEO executive director top management comp 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. |
| Other officer or key employee compensation Part VI line 15b | 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. |
| Governing documents etc available to public Part VI line 19 | Form 990 is posted on the website for the California Attorney Generals Registry of Charitable Trusts. Form 990, governing documents, policies and financial information are available for inspection at The Caltech Y office. |
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 Techno | 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 | 501c3 | ExemptCodeSectionTxt |
| Public Charity Status | 2 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
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