2018-08-14T20:12:34-04:00 2017-09-30 823219792 Lorenzen & Noll CPAs Inc 600 S Lake Ave Ste 502 Pasadena CA 91106 990 2016-10-01 951684790 The Caltech Y CALT 1201 E California Blvd MC C1-128 Pasadena CA 91125 Athena Castro Executive Direc 6263956163 2018-08-15 true Jennifer Lorenzen P00243158 6266830515 2018-08-14 2016 2022-09-23 18:48:47Z Dan Erickson 1247276 false X www.caltechy.org X 1948 CA To enrich student life and challenge students to grow into responsible citizens of the world. 55 54 7 204 0 0 908160 515984 132207 125131 121657 553728 -15534 -5592 1146490 1189251 12214 4036 0 429645 450856 0 101839 255006 280730 696865 735622 449625 453629 2891530 3394551 132594 181986 2758936 3212565 To enrich student life and challenge students to grow into responsible citizens of the world. 440709 4036 100669 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. 36355 24462 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. 477064 true true false false false false false false false true true false false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false true false false false false true 9 0 true 7 true false false false false false false false false false false false false false false false X 55 54 true false false false false false false true false false false false true true true true true true false false false CA X X Athena Castro 6263956163 1201 E California Blvd MC C1-128 Pasadena CA 91125 X Kirk Dawson Director 5.00 0.00 X 0 0 0 Dan Erickson Board Chair 3.00 0.00 X X 0 0 0 Peter Mason Director 3.00 0.00 X 0 0 0 Paula Stamp Secretary 2.00 0.00 X X 0 0 0 Kristie Yu Director 5.00 0.00 X 0 0 0 Sonia Amin Director 1.00 0.00 X 0 0 0 Marjory Dawson Director 1.00 0.00 X 0 0 0 Frank Dryden Director 1.00 0.00 X 0 0 0 Pattyl Aposhian Director 1.00 0.00 X 0 0 0 Steven Frautschi Director 1.00 0.00 X 0 0 0 Richard Beatty Director 1.00 0.00 X 0 0 0 Iram P Bilal Director 1.00 0.00 X 0 0 0 Nancy Lan Director 1.00 0.00 X 0 0 0 Doreen Mason Director 1.00 0.00 X 0 0 0 Toni Perpall Vice Chair 1.00 0.00 X X 0 0 0 Tim Boyd Director 1.00 0.00 X 0 0 0 Donald Collins Treasurer 1.00 0.00 X X 0 0 0 Judy Collins Director 1.00 0.00 X 0 0 0 Arlana Silver Director 1.00 0.00 X 0 0 0 LeRoy Fisher Director 1.00 0.00 X 0 0 0 Tony Leonard Director 1.00 0.00 X 0 0 0 Alice Lin Director 1.00 0.00 X 0 0 0 Susan Murakami Director 1.00 0.00 X 0 0 0 David Liu Director 1.00 0.00 X 0 0 0 Don Brown Director 1.00 0.00 X 0 0 0 Joe Carroll Director 1.00 0.00 X 0 0 0 Thomas Mannion Director 1.00 0.00 X 0 0 0 Stephen Toner Director 1.00 0.00 X 0 0 0 Daniel Yoder Director 1.00 0.00 X 0 0 0 Christine Chou Director 1.00 0.00 X 0 0 0 Gloria Ha Director 1.00 0.00 X 0 0 0 Jenny He Director 1.00 0.00 X 0 0 0 Stephanie Hong Director 1.00 0.00 X 0 0 0 Jenny Hsin Student ExComm Treasurer 1.00 0.00 X 0 0 0 Peter Hung Director 1.00 0.00 X 0 0 0 Janice Jeon Director 1.00 0.00 X 0 0 0 Aishwarya Nene Student ExComm President 1.00 0.00 X 0 0 0 Tyler Okamoto Director 1.00 0.00 X 0 0 0 Nicholas Trank Director 1.00 0.00 X 0 0 0 Julie Jester Director 1.00 0.00 X 0 0 0 Ilona Linden Director 1.00 0.00 X 0 0 0 Kevin Noertker Director 1.00 0.00 X 0 0 0 Fred Shair Director 1.00 0.00 X 0 0 0 Donna Shepherd Director 1.00 0.00 X 0 0 0 Joseph Shepherd Director 1.00 0.00 X 0 0 0 Melissa Soriano Director 1.00 0.00 X 0 0 0 Jon Webster Director 1.00 0.00 X 0 0 0 Saaket Agrawal Director 1.00 0.00 X 0 0 0 Sunny Cui Director 1.00 0.00 X 0 0 0 Chloe Hsu Director 1.00 0.00 X 0 0 0 Noah Huffman Director 1.00 0.00 X 0 0 0 Phillip Liu Student ExComm Secretary 1.00 0.00 X 0 0 0 Kavya Sreedhar Student ExComm Vice President 1.00 0.00 X 0 0 0 Bianca Yang Director 1.00 0.00 X 0 0 0 Athena Castro Executive Director 40.00 0.00 X 0 0 0 0 0 0 0 false false false 64267 167626 284091 515984 Student program fees 900099 100669 100669 Friends dinner & activi 900099 24462 24462 125131 553728 553728 19937 5564 14373 14373 14373 25280 64267 43595 -18315 -18315 7216 8866 -1650 -1650 1189251 137854 0 535413 4036 4036 82148 57093 23412 1643 259789 162409 40705 56675 21035 11573 3911 5551 62806 33805 22761 6240 25078 17603 3827 3648 25026 1800 23226 14590 2250 10090 2250 1117 708 409 9293 1168 7004 1121 1070 1070 84877 87457 -2580 6282 272 4688 1322 197 71 126 Caltech labor and charges 16092 12148 3944 Program activities 14739 14739 Food meals & meetings 34484 32493 1991 Program supplies 4315 4315 68648 33124 14535 20989 735622 477064 156719 101839 98073 67726 73942 98122 74 3584 3067 3067 90013 58859 31351 31154 2685023 3190898 2891530 3394551 125519 174911 7075 7075 132594 181986 X 30510 -15397 2728426 3227962 2758936 3212565 2891530 3394551 453629 0 X false false false X X 1 California Inst of Technology 951643307 2 true 0 0 1 0 true false false false false false false false false false false false false false false false true true X true true 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2728426 140270 552267 193000 3227963 2186179 529154 211623 99265 2827691 2223397 118275 93877 249370 2186179 1905411 338401 130985 151400 2223397 1793222 155580 145422 147000 1947224 false true true 90013 58859 31154 31154 General Endowment Fund 1220437 Hershey Endowment Fund 113511 Johnson Endowment Fund 108422 Housner Endowment Fund 163256 Ingrid Gumpel Memorial Fund 163256 Studenski Endowment Fund 172757 Y Centennial Endowment Fund 807955 Naecker Family Fund 122335 Beschorman Endowment Fund 102978 Paul & Heather Haaga Fund 51347 Kirk & Marjory Dawson Fund 55296 Hummel-Gray Travel Fund 109348 3190898 Golf Tourn 25280 64267 -38987 39988 3607 25280 64267 -38987 39988 3607 43595 -82582 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. California Institute of Techno 1200 E California Blvd Pasadena CA 91125 951643307 Higher Education CA 501c3 2 N/A false