2018-05-04T09:56:40-05:00 2017-06-30 990 2016-07-01 941698615 THOMAS AQUINAS COLLEGE THOM 8055254417 10000 OJAI ROAD SANTA PAULA CA 93060 PETER L DELUCA III TREASURER 8055254417 2018-05-01 2016 2022-09-23 18:48:47Z PETER L DELUCA III 10000 OJAI ROAD SANTA PAULA CA 93060 57062160 0 X WWW.THOMASAQUINAS.EDU X 1971 CA POST SECONDARY EDUCATION-EDUCATIONAL ACTIVITIES 29 22 475 0 16057 16392 6216318 36256116 12066453 12383056 633397 725980 365240 400679 19281408 49765831 2858542 2644319 0 0 10368670 10911515 141390 80502 2206746 7121726 7602581 20490328 21238917 -1208920 28526914 85107718 116402206 10398475 11770924 74709243 104631282 X THOMAS AQUINAS COLLEGE IS AN INSTITUTION THAT HAS FAITHFULLY PURSUED, ARTICULATED AND DEFENDED A SINGLE, WELL-DEFINED MISSION THROUGHOUT ITS 46YEARS OF EXISTENCE. THAT MISSION IS STATED WELL IN ITS SELF-STUDY: TO PROVIDE FOR THE "LIBERAL EDUCATION OF STUDENTS ACCORDING TO THE NATURAL POWER OF REASON BY THE LIGHT OF THE CATHOLIC FAITH." 0 0 15305288 2644319 12387894 EDUCATIONAL ACTIVITIES. STUDENT AVERAGE 381. 15305288 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 X 525 0 1 475 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 X 29 22 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 AK KY MA MD MI MO NH NY OR SC OK X THOMAS AQUINAS COLLEGE 8055254417 10000 OJAI RD SANTA PAULA CA 930609621 MICHAEL F MCLEAN BOARD MEMBER, COLLEGE PRES 40.00 X X 114500 0 25511 JOHN W NEUMAYR BOARD MEMBER, COLLEGE VICE 0.00 X X 0 0 0 PETER L DELUCA III BOARD MEMBER/TREASURER,SEC 40.00 X X 110783 0 18162 R SCOTT TURICCHI CHAIRMAN 0.00 X 0 0 0 DIETER HUCKESTEIN BOARD MEMBER,VICE CHAIRMAN 0.00 X 0 0 0 ROBERT J BARBERA BOARD MEMBER 0.00 X 0 0 0 JAMES P CONN BOARD MEMBER 0.00 X 0 0 0 ANGELA Y CONNELLY BOARD MEMBER 0.00 X 0 0 0 RGLEN COUGHLIN BOARD MEMBER, TUTOR 40.00 X 109578 0 32748 ROBERT W ANDREWS BOARD MEMBER 0.00 X 0 0 0 MILTON F DAILY JR BOARD MEMBER 0.00 X 0 0 0 MICHAEL K GRACE BOARD MEMBER 0.00 X 0 0 0 MARIA O GRANT BOARD MEMBER 0.00 X 0 0 0 THOMAS J KAISER BOARD MEMBER, TUTOR 40.00 X 102236 0 32723 BRIAN T KELLY BOARD MEMBER, TUTOR 40.00 X 119575 0 33234 THOMAS R KRAUSE BOARD MEMBER 0.00 X 0 0 0 MARK E MONTGOMERY BOARD MEMBER 0.00 X 0 0 0 BERNARDA NEAL BOARD MEMBER 0.00 X 0 0 0 LLOYD NOBLE II BOARD MEMBER 0.00 X 0 0 0 PAUL J O'REILLY BOARD MEMBER, VP OF DEVELO 40.00 X 127232 0 33235 FREDERICK J RUOPP BOARD MEMBER 0.00 X 0 0 0 THOMAS P SULLIVAN BOARD MEMBER 0.00 X 0 0 0 DONALD E SWARTZ BOARD MEMBER 0.00 X 0 0 0 STEPHEN WALSH BOARD MEMBER 0.00 X 0 0 0 ESTHER WACHTELL BOARD MEMBER 0.00 X 0 0 0 ROY J WENSLEY BOARD MEMBER 0.00 X 0 0 0 HENRY J ZEITER BOARD MEMBER 0.00 X 0 0 0 ANDREW W ZEPEDA BOARD MEMBER 0.00 X 0 0 0 JUDY BARRETT BOARD MEMBER 0.00 X 0 0 0 MICHAEL COLLINS BUSINESS MANAGER 40.00 X 127232 0 33235 GREG BECHER DIRECTOR OF FINANCIAL AID 40.00 X 124271 0 33235 MICHAEL LETTENEY TUTOR 40.00 X 119669 0 33007 ROBERT BAGDAZIAN TUTOR 40.00 X 116825 0 33223 JESSE BAER TUTOR 40.00 X 120558 0 32411 1292459 0 340724 18 0 0 0 STAPLES CONSTRUCTION CO 1501 EASTMAN AVENUE VENTURA CA 90074 CONSTRUCTION 1524085 BON APPETIT MANAGEMENT 1000 W TEMPLE ST LOS ANGELES CA 90074 FOOD SERVICES 1367941 VENTURA REGIONAL SANITATION DIST 1001 PARTRDIGE DRIVE STE 150 VENTURA CA 93003 WATER TREATMENT SERVICES 222036 RASMUSSEN & ASSOCIATES 21 S CALIFORNIA ST 4TH FLOOR VENTURA CA 93001 ARCHITECTURE PLANNING SERVICES 169851 VANGUARD 220 BERNOULLI CIRCLE OXNARD CA 93030 PRINTING SERVICES 163718 8 36256116 30310490 36256116 AUXILIARY 611710 9248186 9248186 TUITION 611600 3134870 3134870 12383056 574588 574588 172839 16057 156782 70211 0 70211 70211 70211 7411868 7260476 151392 151392 151392 40691 35853 4838 4838 LIFE INSURANCE PROCEEDS 900099 87753 87753 RETREATS 611710 33185 33185 SEMINARS 611710 16135 16135 15718 15718 152791 49765831 12387894 16057 1105764 2644319 2644319 217751 63507 117945 36299 8041204 5251897 1877465 911842 266856 173456 66714 26686 1829532 1042913 537232 249387 556172 359562 119786 76824 121986 115877 6109 50172 50172 80502 80502 69905 69905 1908401 1631616 237566 39219 62661 43551 19110 555005 205042 59487 290476 20803 6420 14383 1029332 907406 91445 30481 182818 72683 885 109250 64080 18838 12015 33227 313190 275607 28187 9396 2134230 1880325 190429 63476 244093 184943 48786 10364 MISCELLANEOUS 401006 161232 50149 189625 EDUCATIONAL MATERIALS A 342106 342106 MEMBERSHIP FEES AND DUE 64561 39865 14606 10090 UNRELATED BUSINESS INCO 38232 38232 21238917 15305288 3726883 2206746 70812 227164 8129789 7432850 3204490 5551947 77197 256608 176973 208609 53002 47515 174485 218119 105131655 29491342 48046136 75640313 21424783 22949174 1160682 1344432 2589369 2525475 85107718 116402206 702484 1829618 669041 866469 7271088 7236088 1755862 1838749 10398475 11770924 X 44403946 75660926 14232641 12168638 16072656 16801718 74709243 104631282 85107718 116402206 28526914 1395126 0 X 1 X 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23935 409091 X 0 20228359 1393625 1873170 875104 47636 66907 22505507 16848781 3009410 1272168 780900 73114 47986 20228359 16900850 425107 365707 732053 69738 41092 16848781 14789700 869258 1894726 613637 39197 16900850 13880048 136561 1364926 556778 35057 14789700 1.00000 0 0 6188801 6188801 91784251 23526766 68257485 6590173 5487044 1103129 568430 477532 90898 75640313 CHARITABLE REMAINDER GIFT ANNUITIES 831357 CHARITABLE REMAINDER UNITRUST 817768 MCGEE TRUST 93304 OCHAL TRUST 96320 1838749 X 51197857 1395126 1050 -3 1396173 49801684 -35853 -35853 49765831 21275816 1050 35853 36903 21238913 4 4 21238917 PART III, LINE 4: OUR LIBRARY COLLECTION INCLUDES WORKS OF ART, HISTORICAL ARTIFACTS, AND BOOKS AND MANUSCRIPTS THAT ARE RELATED TO OUR PROGRAM OF STUDIES. THE BOOKS AND MANUSCRIPTS, FOR EXAMPLE, ARE TYPICALLY EARLY EDITION IN THE ORIGINAL LANGUAGES OF THE BOOKS WE READ IN OUR PROGRAM OF STUDIES. THESE ITEMS ALLOW PROFESSORS AND STUDENTS TO REVIEW THE WORKS IN THEIR ORIGINAL FORM. THE WORKS OF ART AND OTHER HISTORICAL ARTIFACTS PROVIDE STUDENTS AND PROFESSORS WITH A SENSE OF CONTEXT FOR THE READINGS IN THE PROGRAM. PART X, LINE 2: THE COLLEGE EVALUATES ITS UNCERTAIN TAX POSITIONS, UNDER ASC 740-10, ACCOUNTING FOR INCOME TAXES, AND WOULD RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. MANAGEMENT DOES NOT BELIEVE THAT THE COLLEGE HAS ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: OTHER ADJUSTMENTS -3. PART XI, LINE 4B - OTHER ADJUSTMENTS: COGS AS EXPENSE IN AUDITED FINANCIALS -35,853. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS AS EXPENSE IN AUDITED FINANCIALS 35,853. PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER ADJUSTMENTS 4. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLICIZED VIA OUR WEB-SITE X X X X X 1 CHASE SOLUTIONS INC PO BOX 1116 CENTERVILLE MA 02632 ACQUISITION MAIL 0 1155 24653 -23498 JAMES LINK GREENWICH PHILANTROPIC ADVISORS 3 ANNAPOLIS MD 21401 CONSULTING 0 0 55849 -55849 1155 80502 -79347 AK CO KY MD MA MI NV NH NY OH OK OR SC WA AZ DE ID IN IA MT NE SD VT WY AL AR CA CT DC FL GA HI IL KS LA ME MN MS MO NJ NM NC PA RI TN UT VA WV WI SCHEDULE G, PART I, LINE 2B, COLUMN (V) CHASE SOLUTIONS INC. WAS HIRED TO CREATE AND DESIGNATE THE BEST POSSIBLE DONOR ACQUISITION MAILING LIST. JAMES LINK WAS HIRED TO PROVIDE FUNDRASING CONSULTATION. THE PUPOSE OF THE 2 VENDORS WERE TO HELP RAISE MAXIMUM FUNDS AND TO EXTEND THE MISSION OF THE COLLEGE. 1 STUDENT GRANTS 241 2644319 NEED BASED AID (GRANTS) PROVIDED TO STUDENTS ATTENDING THOMAS AQUINAS COLLEGE. PART I, LINE 2: ALL GRANTS AND ASSISTANCE THAT ARE PROVIDED BY THOMAS AQUINAS COLLEGE ARE PART OF A NEED-BASED FINANCIAL AID PROGRAM THAT ASSISTS STUDENTS WITH THE COST OF TUITION, ROOM AND BOARD. BESIDES GRANTS, THE ONLY OTHER ASSISTANCE OFFERED IS A NEED-BASED EMPLOYMENT PROGRAM. THE FINANCIAL AID OFFICE MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF THE GRANTS AND ASSISTANCE, THE GRANTEE'S ELIGIBILITY FOR THE GRANTS AND ASSISTANCE, AND THE SELECTION CRITERIA USED TO AWARD THE GRANTS AND ASSISTANCE. ALL GRANTS AND ASSISTANCE ARE CAREFULLY MONITORED BY THOMAS AQUINAS COLLEGE. THE AMOUNTS ARE DISBURSED DIRECTLY INTO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, AND CONSEQUENTLY, THE COLLEGE HAS FULL CONTROL OVER HOW THE GRANTS AND ASSISTANCE ARE USED. X 2 31963 FMV/APPRAISAL X 2080 FMV X 1 1600 FMV X 24 808503 FMV X 1 24000000 FMV/APPRAISAL X GARDEN PLANTS/FLOWERS 23 6094 FMV X MISCELLANEOUS 5 5957 FMV 0 0 1 1 PART I, LINE 32B: THE COLLEGE USED MORGAN STANLEY CO. OR OTHER THIRD PARTIES TO SELL SECURITIES-PUBLICLY TRADED NON-CASH CONTRIBUTION. FORM 990, PART V, LINE 3B FORM 990-T WILL BE FILED BY MAY 15, 2018. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE ACCOUNTANT AND THE BUSINESS MANAGER, AND FINALLY REVIEWED AND APPROVED BY THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS SELF-MONITORED, AND ANY QUESTIONS REGARDING CONFLICT OF INTEREST ARE REVIEWED BY THE VICE PRESIDENT FOR FINANCE AND THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT AND ALL TUTORS (PROFESSORS) ARE MEMBERS OF THE FACULTY AND PAID ON THE FACULTY SALARY SCALE WITH NO ADJUSTMENTS FOR THEIR POSITION. THE FACULTY SCALE IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF GOVERNORS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE COLLEGE WILL PROVIDE COPIES OF ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS.