POMONA COLLEGE: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
POMONA COLLEGE (EIN 95-1664112)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-15
IRS object ID
201841359349313359
Schema version
2016v3.1
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

FieldValueIRS element (for citing)
Return2018-05-15T17:39:30-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1550 S Hope St Suite 1500AddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN951664112EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1POMONA COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MARY LOU WOODSInCareOfNm
Business Name ControlPOMOBusinessNameControlTxt
Phone9096218135PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 N COLLEGE AVENUEAddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP917114434ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY LOU WOODSPersonNm
Person TitleASST VP/ASSOC TREASPersonTitleTxt
Phone9096218135PhoneNum
Signature2018-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCarey McKeePreparerPersonNm
PTINP01281067PTIN
Phone2139724000PhoneNum
Preparation2018-05-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.102.5IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id95488420181355000035FederalOriginalSubmissionId
Federal Original Submission Id2018-05-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC8583CA84246FFA299C1DD409047CE8711BA5FB5AtSubmissionCreationDeviceId
At Submission Filing Device Id164FA9FDD4A18A30677B9C9ED78991B59AF5BA8DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID OXTOBYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 N COLLEGE AVENUEAddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP917114434ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$882,419,830GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.POMONA.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1887FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPOMONA COLLEGE IS AN INDEPENDENT, COEDUC- ATIONAL LIBERAL ARTS INSTITUTION DEDICATED TO THE PURSUIT OF KNOWLEDGE AND UNDERSTANDING THROUGH THE STUDY OF THE SCIENCES & THE HUMANITIES.ActivityOrMissionDesc
Voting Members Governing Body38VotingMembersGoverningBodyCnt
Voting Members Independent37VotingMembersIndependentCnt
Total Employee2833TotalEmployeeCnt
Total Volunteers910TotalVolunteersCnt
Total Gross UBI-$6,137,749TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$7,093,692NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$43,372,815PYContributionsGrantsAmt
CY Contributions Grants$36,588,413CYContributionsGrantsAmt
PY Program Service Revenue$103,960,081PYProgramServiceRevenueAmt
CY Program Service Revenue$107,892,690CYProgramServiceRevenueAmt
PY Investment Income$87,055,742PYInvestmentIncomeAmt
CY Investment Income$117,664,444CYInvestmentIncomeAmt
PY Other Revenue$1,618,669PYOtherRevenueAmt
CY Other Revenue$2,110,237CYOtherRevenueAmt
PY Total Revenue$236,007,307PYTotalRevenueAmt
CY Total Revenue$264,255,784CYTotalRevenueAmt
PY Grants And Similar Paid$38,481,044PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$42,012,074CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$85,834,431PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$88,384,019CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$10,050,959CYTotalFundraisingExpenseAmt
PY Other Expenses$84,691,116PYOtherExpensesAmt
CY Other Expenses$90,335,443CYOtherExpensesAmt
PY Total Expenses$209,006,591PYTotalExpensesAmt
CY Total Expenses$220,731,536CYTotalExpensesAmt
PY Revenues Less Expenses$27,000,716PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$43,524,248CYRevenuesLessExpensesAmt
Total Assets BOY$2,706,885,810TotalAssetsBOYAmt
Total Assets EOY$2,923,794,227TotalAssetsEOYAmt
Total Liabilities BOY$330,998,177TotalLiabilitiesBOYAmt
Total Liabilities EOY$336,642,135TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,375,887,633NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,587,152,092NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHROUGHOUT ITS HISTORY, POMONA COLLEGE HAS EDUCATED MEN AND WOMEN OF EXCEPTIONAL PROMISE. WE GATHER STUDENTS, REGARDLESS OF FINANCIAL CIRCUMSTANCES, INTO A SMALL RESIDENTIAL COMMUNITY (CONTINUED SCHEDULE O)MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$109,812,177ExpenseAmt
Grant$42,012,074GrantAmt
Revenue$105,253,205RevenueAmt
DescINSTRUCTION AND RESEARCH: RANKED IN 2016 AS THE NO. 7 COLLEGE IN THE NATION BY FORBES AND TIED FOR NO. 7 NATIONAL LIBERAL ARTS COLLEGE BY U.S. NEWS AND WORLD REPORT, POMONA OFFERS AN ACADEMIC PROGRAM THAT ENCOMPASSES THE MAJOR FIELDS OF THE ARTS, HUMANITIES, NATURAL SCIENCES, AND SOCIAL SCIENCES. LEARNING IS ENCOURAGED THROUGH THEORY-BUILDING AND EMPIRICAL RESEARCH, HISTORICAL AND LINGUISTIC ANALYSIS, INQUIRY AND ETHICAL DEBATE. POMONA COLLEGE'S LIBERAL ARTS CURRICULUM, SMALL CLASSES, RESIDENTIAL CAMPUS, AND SOPHISTICATED LABORATORIES AND STUDIOS PREPARE STUDENTS FOR LIVES OF PERSONAL FULFILLMENT AND SOCIAL RESPONSIBILITY IN A GLOBAL CONTEXT. CONTINUED SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$29,830,708ExpenseAmt
Revenue$294,871RevenueAmt
DescAUXILIARY ENTERPRISES: POMONA COLLEGE GUARANTEES ITS STUDENTS ON-CAMPUS HOUSING ALL FOUR YEARS. A TESTAMENT TO THE QUALITY OF LIFE ON CAMPUS IS THAT ONLY TWO TO THREE PERCENT OF STUDENTS CHOOSE TO LIVE ELSEWHERE. THE SCALE AND ARRANGEMENT OF POMONA'S 16 RESIDENCE HALLS ENCOURAGE STUDENTS TO GET TO KNOW EACH OTHER. RANGING IN SIZE FROM 60 TO 250 STUDENTS, WITH AN AVERAGE OF ABOUT 120 EACH, THESE COEDUCATIONAL RESIDENCES ARE LARGE ENOUGH TO BRING TOGETHER STUDENTS WITH A VARIETY OF INTERESTS AND EXPERIENCES, BUT SMALL ENOUGH TO ALLOW RESIDENTS TO WORK AS A COHESIVE GROUP. CONTINUED SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$21,238,929ExpenseAmt
Revenue$1,073,296RevenueAmt
DescSTUDENT SERVICES: POMONA COLLEGE OFFERS STUDENTS A WIDE VARIETY OF PROGRAMS TO EXTEND THEIR EDUCATION BEYOND THE CLASSROOM, INCLUDING CLUBS, SPORTS, THE STUDENT LIFE NEWSPAPER AND STUDENT GOVERNMENT. OTHER RESOURCES OFFERED TO STUDENTS INCLUDE THE OFFICE OF BLACK STUDENT AFFAIRS, THE ASIAN AMERICAN RESOURCE CENTER, THE CHICANO/LATIN STUDENT AFFAIRS CENTER, THE WOMEN'S UNION AND THE QUEER RESOURCE CENTER. CONTINUED SCHEDULE ODesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtRevenueRevenueAmtDescDesc
$34,134,493$1,271,318OTHER PUBLIC SERVICE, INSTITUTIONAL SUPPORT,
& ACADEMIC SUPPORT
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$34,134,493TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$1,271,318TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$195,016,307TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document896IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2833EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Form8282 Filed1Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members38GoverningBodyVotingMembersCnt
Independent Voting Member37IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARY LOU WOODSPersonNm
Phone9096218135PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 N COLLEGE AVENUEAddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP917114434ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (61 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
SAMUEL GLICK
TRUSTEE/BOARD CHAIR5.00.0Yes (X)Yes (X)$0$0$0
STEWART R SMITH
TRUSTEE/CHAIR EMERITUS3.00.0Yes (X)Yes (X)$0$0$0
ALISON REMPEL BROWN
TRUSTEE/BOARD VICE CHAIR2.00.0Yes (X)Yes (X)$0$0$0
JOEL A FEUER
TRUSTEE/BOARD VICE CHAIR3.00.0Yes (X)Yes (X)$0$0$0
MARK H FUKUNAGA
TRUSTEE/BOARD VICE CHAIR3.00.0Yes (X)Yes (X)$0$0$0
MARGARET LODISE
TRUSTEE/BOARD VICE CHAIR3.00.0Yes (X)Yes (X)$0$0$0
STEPHEN B LOEB
TRUSTEE/BOARD VICE CHAIR3.00.0Yes (X)Yes (X)$0$0$0
R CARLTON SEAVER
TRUSTEE/BOARD VICE CHAIR3.00.0Yes (X)Yes (X)$0$0$0
BRYAN WHITE
TRUSTEE/BOARD VICE CHAIR3.00.0Yes (X)Yes (X)$0$0$0
EILEEN WILSON-OYELARAN
TRUSTEE/BOARD VICE CHAIR2.00.0Yes (X)Yes (X)$0$0$0
CRAIG WRENCH
TRUSTEE/BOARD VICE CHAIR3.00.0Yes (X)Yes (X)$0$0$0
JANET INSKEEP BENTON
TRUSTEE2.00.0Yes (X)$0$0$0
LOUISE HENRY BRYSON
TRUSTEE3.00.0Yes (X)$0$0$0
BERNARD CHAN
TRUSTEE2.00.0Yes (X)$0$0$0
CHRISTOPHER P DIALYNAS
TRUSTEE2.00.0Yes (X)$0$0$0
JENNIFER DOUDNA
TRUSTEE2.00.0Yes (X)$0$0$0
MATTHEW J ESTES
TRUSTEE2.00.0Yes (X)$0$0$0
KIKI RAMOS GINDLER
TRUSTEE (AS OF 07/01/16)2.00.0Yes (X)$0$0$0
ALLYSON ARANOFF HARRIS
TRUSTEE3.00.0Yes (X)$0$0$0
SCOTT GREEN
TRUSTEE2.00.0Yes (X)$0$0$0
JEAN KAPLAN
TRUSTEE2.00.0Yes (X)$0$0$0
WILLIAM G KELLER
TRUSTEE2.00.0Yes (X)$0$0$0
OSMAN KIBAR
TRUSTEE (AS OF 07/01/16)2.00.0Yes (X)$0$0$0
NATHANIEL KIRTMAN III
TRUSTEE2.00.0Yes (X)$0$0$0
WENDALL JACKSON JACK LONG
TRUSTEE2.00.0Yes (X)$0$0$0
XIAOYO MA
TRUSTEE/YOUNG ALUMNI2.00.0Yes (X)$0$0$0
LIBBY G MACPHEE
TRUSTEE2.00.0Yes (X)$0$0$0
D SCOTT OLIVET
TRUSTEE2.00.0Yes (X)$0$0$0
JEFFEREY T PARKS
TRUSTEE (AS OF 07/01/16)2.00.0Yes (X)$0$0$0
JASON ROSENTHAL
TRUSTEE2.00.0Yes (X)$0$0$0
PETER G SASAKI
TRUSTEE2.00.0Yes (X)$0$0$0
FRANCINE SCINTO
TRUSTEE2.00.0Yes (X)$0$0$0
MICHAEL S SEGAL
TRUSTEE2.00.0Yes (X)$0$0$0
CHRISTINA WIRE
TRUSTEE2.00.0Yes (X)$0$0$0
MARK B WYLAND
TRUSTEE2.00.0Yes (X)$0$0$0
M LYNN YONEKURA
TRUSTEE2.00.0Yes (X)$0$0$0
REZA ZAFARI
TRUSTEE2.00.0Yes (X)$0$0$0
DAVID W OXTOBY
PRESIDENT (THRU 06/30/17)40.01.0Yes (X)Yes (X)$856,902$0$98,685
AUDREY BILGER AS OF 7116
VP DEAN OF COLLEGE40.00.0Yes (X)$137,101$0$25,620
CHRISTOPHER ALLEN
VP DEAN OF ADMISSIONS40.00.0Yes (X)$249,945$0$42,601
KAREN SISSON
VP TREASURER40.00.0Yes (X)$301,377$0$52,446
MIRIAM FELDBLUM
VP DEAN OF STUDENTS40.00.0Yes (X)$226,223$0$59,747
PAMELA BESNARD
VP OF ADVANCEMENT40.00.0Yes (X)$310,298$0$67,266
TERESA SHAW
SECRETARY TO BOARD; PRES ASST40.00.0Yes (X)$158,000$0$17,114
DAVID WALLACE
MANAGING DIR INVESTMENTS40.00.0Yes (X)$145,589$0$32,947
DAMARIS HANKINS
ASST SECRETARY40.00.0Yes (X)$55,668$0$23,277
ELIZABETH CERVANTES
ASST SECRETARY(AS OF 01/01/17)40.00.0Yes (X)$48,341$0$5,979
STEPHANIE NAVARRO
ASST SECRETARY40.00.0Yes (X)$64,553$0$25,553
DANA WOOD
ASST TREASURER40.00.0Yes (X)$129,886$0$25,444
JANIS MOORMANN
ASST TREASURER40.00.0Yes (X)$125,396$0$22,436
ELSA ALBAN
REGISTRAR (AS OF 01/01/17)40.00.0Yes (X)$89,369$0$15,835
MARGARET ADORNO
REGISTRAR (THRU 12/31/16)40.00.0Yes (X)$109,522$0$17,389
MARY LOU WOODS
ASST VP/ASSOC TREAS40.00.0$197,001$0$43,696Yes (X)
MARYLOU FERRY
VP OF COMMUNICATIONS40.00.0$207,500$0$23,294Yes (X)
ROBERT ROBINSON
ASST VP OF FACILITIES40.00.0$199,345$0$44,127Yes (X)
WILLIAM MORSE
VP OF PLANNING OFFICE40.00.0$221,243$0$35,167Yes (X)
GARY SMITH
PROFESSOR40.00.0$256,157$0$50,872Yes (X)
ELEANOR BROWN
PROFESSOR40.00.0$233,429$0$33,003Yes (X)
GARY KATES
PROFESSOR40.00.0$230,757$0$54,066Yes (X)
KEN PFLUEGER
CIO EXECUTIVE DIRECTOR40.00.0$208,482$0$29,498Yes (X)
KIM BRUCE
PROFESSOR40.00.0$197,692$0$33,358Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,959,776TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$879,420TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K226IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CAMBRIDGE ASSOCIATES LLC
PO BOX 83232CHICAGOIL60691INVESTMENT FIRM$1,743,172
CURIALE HIRSCHFELD KRAEMER LLP
505 MONTGOMERY ST THIRTEENTH FLSAN FRANCISCOCA94111ATTORNEY$929,636
TORTOISE CAPITAL ADVISORS LLC
11550 ASH ST STE 300LEAWOODKS66211INVESTMENT FIRM$595,638
KAY F COLLINS
4631 LADERA LANERIVERSIDECA92501DESIGN FIRM$532,975
LOEB LOEB LLP
10100 SANTA MONICA BLVD STE 2200LOS ANGELESCA90067ATTORNEY$414,419
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K14CntrctRcvdGreaterThan100KCnt
Federated Campaigns$318FederatedCampaignsAmt
Government Grants$1,598,960GovernmentGrantsAmt
All Other Contributions$34,989,135AllOtherContributionsAmt
Noncash Contributions$3,443,760NoncashContributionsAmt
Total Contributions$36,588,413TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition and Fees611710$81,739,288$81,739,288
Room and Board611710$22,932,411$22,932,411
Auxilary & Educational Support611710$3,220,991$3,220,991
FieldValueIRS element (for citing)
Total Program Service Revenue$107,892,690TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,028,611TotalRevenueColumnAmt
Unrelated Business Revenue-$8,763,494UnrelatedBusinessRevenueAmt
Exclusion$29,792,105ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$127,564TotalRevenueColumnAmt
Exclusion$127,564ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,030,471RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,029,834RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,000,637RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,000,637TotalRevenueColumnAmt
Unrelated Business Revenue$468,334UnrelatedBusinessRevenueAmt
Exclusion$532,303ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$713,770,045SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$617,134,212SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$96,635,833SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$96,635,833TotalRevenueColumnAmt
Unrelated Business Revenue$1,852,386UnrelatedBusinessRevenueAmt
Exclusion$94,783,447ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
CATERING AND BANQUET REVENUE722320$305,160$305,025$135
DUPLICATING REVENUE900099$28,133$28,133
MEMBERSHIPS900099$11,223$11,223

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$637,520TotalRevenueColumnAmt
Exclusion$637,520ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$982,036OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$264,255,784TotalRevenueColumnAmt
Related Or Exempt Func Income$107,892,690RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$6,137,749UnrelatedBusinessRevenueAmt
Exclusion$125,912,430ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$39,022,167TotalAmt
Program Services$39,022,167ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$2,989,907TotalAmt
Program Services$2,989,907ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,648,634TotalAmt
Program Services$1,525,881ProgramServicesAmt
Management And General$1,511,596ManagementAndGeneralAmt
Fundraising$1,611,157FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$64,514TotalAmt
Fundraising$64,514FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$64,396,227TotalAmt
Program Services$59,630,663ProgramServicesAmt
Management And General$636,450ManagementAndGeneralAmt
Fundraising$4,129,114FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,729,199TotalAmt
Program Services$5,313,326ProgramServicesAmt
Management And General-$10,593ManagementAndGeneralAmt
Fundraising$426,466FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,807,751TotalAmt
Program Services$7,848,850ProgramServicesAmt
Management And General$52,136ManagementAndGeneralAmt
Fundraising$906,765FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,737,694TotalAmt
Program Services$4,602,321ProgramServicesAmt
Management And General$69,964ManagementAndGeneralAmt
Fundraising$65,409FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,827,027TotalAmt
Program Services$1,563,349ProgramServicesAmt
Management And General$160,530ManagementAndGeneralAmt
Fundraising$103,148FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$455,227TotalAmt
Management And General$455,227ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,061,599TotalAmt
Management And General$5,061,599ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$16,565,104TotalAmt
Program Services$15,411,963ProgramServicesAmt
Management And General$444,670ManagementAndGeneralAmt
Fundraising$708,471FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$316,441TotalAmt
Program Services$301,104ProgramServicesAmt
Management And General$1,264ManagementAndGeneralAmt
Fundraising$14,073FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,122,760TotalAmt
Program Services$9,839,804ProgramServicesAmt
Management And General$422,785ManagementAndGeneralAmt
Fundraising$860,171FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,233,193TotalAmt
Program Services$1,970,450ProgramServicesAmt
Management And General$38,308ManagementAndGeneralAmt
Fundraising$224,435FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$9,298,348TotalAmt
Program Services$8,926,763ProgramServicesAmt
Management And General$87,890ManagementAndGeneralAmt
Fundraising$283,695FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,210,936TotalAmt
Program Services$2,756,681ProgramServicesAmt
Management And General$115,472ManagementAndGeneralAmt
Fundraising$338,783FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$353,076TotalAmt
Program Services$303,234ProgramServicesAmt
Management And General$8,338ManagementAndGeneralAmt
Fundraising$41,504FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$8,797,723TotalAmt
Program Services$8,797,723ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$17,276,194TotalAmt
Program Services$17,145,333ProgramServicesAmt
Management And General$65,210ManagementAndGeneralAmt
Fundraising$65,651FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$494,807TotalAmt
Program Services$458,882ProgramServicesAmt
Management And General$17,902ManagementAndGeneralAmt
Fundraising$18,023FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
CHARITY ANNUITY PAYMENTS$6,465,766$6,465,766
FOOD SUPPLIES$3,270,439$3,270,439
OTHER STUDENT PAYMENTS$1,365,204$1,365,204
JOINT PROGRAMS$386,092$386,092

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,835,507TotalAmt
Program Services$1,586,171ProgramServicesAmt
Management And General$59,756ManagementAndGeneralAmt
Fundraising$189,580FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$220,731,536TotalAmt
Program Services$195,016,307ProgramServicesAmt
Management And General$15,664,270ManagementAndGeneralAmt
Fundraising$10,050,959FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$50,070,658BOYAmt
EOY$60,354,164EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$29,309,556BOYAmt
EOY$31,637,280EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,839,769BOYAmt
EOY$3,912,953EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$1,771,888BOYAmt
EOY$1,715,304EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$82,221BOYAmt
EOY$157,178EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,931,633BOYAmt
EOY$2,479,456EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$592,044,569LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$185,889,046LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$393,347,595BOYAmt
EOY$406,155,523EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$335,928,426BOYAmt
EOY$373,714,688EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,845,004,685BOYAmt
EOY$2,000,535,077EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$40,714,416BOYAmt
EOY$41,414,952EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,884,963BOYAmt
EOY$1,717,652EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,706,885,810BOYAmt
EOY$2,923,794,227EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$17,494,708BOYAmt
EOY$19,096,472EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,952,486BOYAmt
EOY$2,532,231EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$206,133,942BOYAmt
EOY$203,309,302EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$105,417,041BOYAmt
EOY$111,704,130EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$330,998,177BOYAmt
EOY$336,642,135EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,152,433,460BOYAmt
EOY$1,234,077,094EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$841,629,383BOYAmt
EOY$949,534,102EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$381,824,790BOYAmt
EOY$403,540,896EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,375,887,633BOYAmt
EOY$2,587,152,092EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,706,885,810BOYAmt
EOY$2,923,794,227EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$43,524,248ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$158,705,661NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$458,378PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$9,492,928OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,708,985CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,878,711CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,799,239CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,372,815CurrentTaxYearMinus1YearAmt
Current Tax Year$36,588,413CurrentTaxYearAmt
Total$154,348,163TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,708,985CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,878,711CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,799,239CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,372,815CurrentTaxYearMinus1YearAmt
Current Tax Year$36,588,413CurrentTaxYearAmt
Total$154,348,163TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$29,504,153SubstantialContributorsTotAmt
Public Support Total170$124,844,010PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,974,592CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,783,169CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,707,323CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,300,558CurrentTaxYearMinus1YearAmt
Current Tax Year$23,186,646CurrentTaxYearAmt
Total$76,952,288TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$473,659CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$328,537CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$251,757CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$515,073CurrentTaxYearMinus1YearAmt
Current Tax Year$982,036CurrentTaxYearAmt
Total$2,551,062TotalAmt
FieldValueIRS element (for citing)
Total Support$233,851,513TotalSupportAmt
Gross Receipts Rltd Activities$490,488,105GrossReceiptsRltdActivitiesAmt
Public Support CY1700.53386PublicSupportCY170Pct
Public Support PY1700.47498PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$1,065OtherActivitiesAmt
Total Lobbying Expenditures$1,065TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceLOBBYING ACTIVITIES (RENWICK HOUSE)FormAndLineReferenceDesc
ExplanationOTHER LOBBYING ACTIVITIES FORM 990, SCHEDULE C, PART II-B, LINE 1(I) THE ORGANIZATION PAID MEMBERSHIP DUES OF $4,511 TO THE NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO) AND $14,704 IN DUES TO THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGE AND UNIVERSITIES, WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. OF THESE AMOUNTS, $1,065 IS ATTRIBUTABLE TO LOBBY RELATED EXPENSES FOR HIGHER EDUCATION ISSUES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,984,930,636BeginningYearBalanceAmt
Contributions$14,166,379ContributionsAmt
Investment Earnings Or Losses$260,729,229InvestmentEarningsOrLossesAmt
Grants Or Scholarships$42,012,074GrantsOrScholarshipsAmt
Other Expenditures$47,192,095OtherExpendituresAmt
Administrative Expenses$5,412,945AdministrativeExpensesAmt
End Year Balance$2,165,209,130EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,098,703,679BeginningYearBalanceAmt
Contributions$30,394,700ContributionsAmt
Investment Earnings Or Losses-$61,712,701InvestmentEarningsOrLossesAmt
Grants Or Scholarships$38,481,044GrantsOrScholarshipsAmt
Other Expenditures$39,127,776OtherExpendituresAmt
Administrative Expenses$4,846,222AdministrativeExpensesAmt
End Year Balance$1,984,930,636EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,101,460,736BeginningYearBalanceAmt
Contributions$5,616,516ContributionsAmt
Investment Earnings Or Losses$72,807,561InvestmentEarningsOrLossesAmt
Grants Or Scholarships$37,208,521GrantsOrScholarshipsAmt
Other Expenditures$39,359,128OtherExpendituresAmt
Administrative Expenses$4,613,485AdministrativeExpensesAmt
End Year Balance$2,098,703,679EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,823,441,482BeginningYearBalanceAmt
Contributions$17,608,574ContributionsAmt
Investment Earnings Or Losses$332,505,986InvestmentEarningsOrLossesAmt
Grants Or Scholarships$33,971,825GrantsOrScholarshipsAmt
Other Expenditures$33,293,045OtherExpendituresAmt
Administrative Expenses$4,830,436AdministrativeExpensesAmt
End Year Balance$2,101,460,736EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,679,640,364BeginningYearBalanceAmt
Contributions$5,995,664ContributionsAmt
Investment Earnings Or Losses$206,443,561InvestmentEarningsOrLossesAmt
Grants Or Scholarships$31,394,399GrantsOrScholarshipsAmt
Other Expenditures$33,123,286OtherExpendituresAmt
Administrative Expenses$4,120,422AdministrativeExpensesAmt
End Year Balance$1,823,441,482EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.43506BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.16254PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.40241TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$8,601,051OtherCostOrOtherBasisAmt
Book Value$8,601,051BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$544,865,942OtherCostOrOtherBasisAmt
Depreciation$171,720,569DepreciationAmt
Book Value$373,145,373BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$16,982,148OtherCostOrOtherBasisAmt
Depreciation$9,618,004DepreciationAmt
Book Value$7,364,144BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$21,595,428OtherCostOrOtherBasisAmt
Depreciation$4,550,473DepreciationAmt
Book Value$17,044,955BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$406,155,523TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (9 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
US EQUITY$316,374,880F
NON US EQUITY$271,496,549F
EMERGING MARKETS$183,409,219F
FIXED INCOME$220,977,361F
VENTURE CAPITAL$303,355,652F
PRIVATE EQUITY$112,107,925F
ABSOLUTE RETURN$412,567,268F
REAL ASSETS$166,121,879F
OTHER$14,124,344F
FieldValueIRS element (for citing)
Total Book Value Securities$2,000,535,077TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
LIFE INCOME ANNUITIES PAYABLE$92,244,702
FUNDS HELD IN TRUST FOR OTHERS$13,743,906
GOV'T STUDENT LOAN ADVANCES$2,379,128
CAPITAL LEASE OBLIGATION$1,676,872
ASSET RETIREMENT LIABILITY$1,659,522
FieldValueIRS element (for citing)
Total Liability$111,704,130TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$380,346,250TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$158,705,661NetUnrealizedGainsInvstAmt
Other Revenue$9,567,531OtherRevenueAmt
Revenue Not Reported$168,273,192RevenueNotReportedAmt
Revenue Subtotal$212,073,058RevenueSubtotalAmt
Investment Expenses Not Incld$5,675,795InvestmentExpensesNotIncldAmt
Other Revenues Not Included$46,506,931OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$52,182,726RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$264,255,784TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$169,081,791TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$532,981OtherExpensesIncludedAmt
Expenses Not Reported$532,981ExpensesNotReportedAmt
Expenses Subtotal$168,548,810ExpensesSubtotalAmt
Investment Expenses Not Incld2$5,675,795InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$46,506,931OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$52,182,726ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$220,731,536TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
MAINTAINING COLLECTIONS OF ART, HISTORICAL TREASURES, OROTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH FORM 990, SCHEDULE D, PART III, LINE 1A THE COLLEGE FOLLOWS A POLICY NOT TO RECORD OR CAPITALIZE ITS ART COLLECTIONS. THE COLLEGE'S ART COLLECTIONS CONSIST OF OBJECTS OF HISTORICAL AND AESTHETIC SIGNIFICANCE HELD FOR PUBLIC EXHIBITION AND EDUCATIONAL PURPOSES. ALL WORKS IN THE COLLECTION ARE CATALOGUED, PRESERVED, CARED FOR AND MONITORED ACCORDING TO PROFESSIONAL MUSEUM STANDARDS, AND ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM DE-ACCESSION TO BE USED EXCLUSIVELY FOR ACQUISITION.
DESCRIPTION OF ORGANIZATION'S COLLECTIONSFORM 990, SCHEDULE D, PART III, LINE 4 THE FINE ART COLLECTIONS OF POMONA COLLEGE ARE HOUSED IN THE POMONA COLLEGE MUSEUM OF ART AT THE MONTGOMERY ART CENTER, WHICH WAS INAUGURATED IN 1958 AND NAMED AFTER THE LATE GLADYS K. MONTGOMERY, POMONA TRUSTEE AND LOS ANGELES CIVIC LEADER. AMONG IMPORTANT HOLDINGS ARE THE KRESS COLLECTION OF 15TH- AND 16TH- CENTURY ITALIAN PANEL PAINTINGS; OVER 5,000 EXAMPLES OF PRE-COLUMBIAN TO 20TH-CENTURY AMERICAN INDIAN ART AND ARTIFACTS, INCLUDING BASKETRY, CERAMICS, AND BEADWORK; AND A LARGE COLLECTION OF AMERICAN AND EUROPEAN PRINTS, DRAWINGS, AND PHOTOGRAPHS. IN ADDITION TO SERVING AS THE BASIS FOR EXHIBITIONS, THE COLLECTIONS, WHICH ARE ALWAYS AVAILABLE FOR INDIVIDUAL STUDY AND RESEARCH, ARE FREQUENTLY USED FOR CLASSES. THE POMONA COLLEGE MUSEUM OF ART ALSO IS THE SITE OF AN ACTIVE PROGRAM OF TEMPORARY EXHIBITIONS THROUGHOUT THE ACADEMIC YEAR. THESE INCLUDE REGULAR FACULTY AND STUDENT SHOWS, AS WELL AS HISTORICAL AND CONTEMPORARY EXHIBITIONS DESIGNED TO COMPLEMENT THE COLLEGES CURRICULA AND TO EXPOSE STUDENTS TO AS WIDE A VARIETY OF WORKS OF ART AS POSSIBLE. ALL EXHIBITIONS OPEN WITH PUBLIC RECEPTIONS AND INCLUDE LECTURES AND RELATED PROGRAMS FOR THE COLLEGE COMMUNITY.
INTENDED USE OF ENDOWMENT FUNDSFORM 990, SCHEDULE D, PART V, LINE 4 THE COLLEGES ENDOWMENT CONSISTS OF APPROXIMATELY 1,800 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE COLLEGE HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 4.5% TO 5.5% OF ITS ENDOWMENT FUNDS' AVERAGE FAIR VALUE OVER THE PRIOR 12 QUARTERS THROUGH THE JUNE 30TH OF THE PRECEDING FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. THESE FUNDS ARE USED TO FURTHER THE EDUCATIONAL MISSION OF THE COLLEGE.
REVENUE ON BOOKS NOT ON RETURNFORM 990, SCHEDULE D, PART XI, LINE 2D Changes in actuarially determined gift liabilities $9,492,928 Rental Expenses Reported Net on Form 990 $532,981 PRIOR PERIOD ADJUSTMENT $(458,378) --------------- Total: $9,567,531
REVENUE ON RETURN NOT ON BOOKSFORM 990, SCHEDULE D, PART XI, LINE 4B Financial Aid Reported Gross of Tuition on Form 990 $42,012,074 Charitable Gift Annuity Payments Reclasses as Expense $4,494,857 --------------- Total: $46,506,931
EXPENSE ON RETURN NOT ON BOOKSFORM 990, SCHEDULE D, PART XII, LINE 2D Rental Expenses Reported Net on Form 990 $532,981
EXPENSE ON BOOKS NOT ON RETURNFORM 990, SCHEDULE D, PART XII, LINE 4B Financial Aid Reported Gross of Tuition on Form 990 $42,012,074 Charitable Gift Annuity Payments Reclassed as Expense $4,494,857 ---------------- Total: $46,506,931

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DISCLOSURE FOR SOLICITATIONFORM 990, SCHEDULE E, LINE 3 ALL BROCHURES AND CATALOGS SENT TO THE GENERAL PUBLIC CONTAIN THE COLLEGE'S NONDISCRIMINATORY POLICY. THESE BROCHURES AND CATALOGS ARE AVAILABLE ON CAMPUS FOR INSPECTION.
DISCLOSURE FOR GRANTS RECEIVED FROM GOVERNMENT AGENCIESFORM 990, SCHEDULE E, PART I, LINE 6A POMONA COLLEGE IS AWARDED GRANTS FROM GOVERNMENT AGENCIES, SUCH AS THE DEPARTMENT OF EDUCATION, AND THE CALIFORNIA STUDENT AID COMMISSION, TO PROVIDE FINANCIAL AID TO STUDENTS.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (23 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Sub-Saharan AfricaGrantmakingFINANCIAL AID$450,979
East Asia and the PacificGrantmakingFINANCIAL AID$555,904
Central America and the CaribbeanGrantmakingFINANCIAL AID$134,830
Europe (Including Iceland and Greenland)GrantmakingFINANCIAL AID$1,069,778
Middle East and North AfricaGrantmakingFINANCIAL AID$29,521
Russia and the Newly Independent StatesGrantmakingFINANCIAL AID$102,467
South AmericaGrantmakingFINANCIAL AID$303,282
South AsiaGrantmakingFINANCIAL AID$343,146
South AsiaProgram ServicesSTUDY ABROAD DIR EXP$111,198
East Asia and the PacificProgram ServicesSTUDY ABROAD DIR EXP$582,711
Central America and the CaribbeanProgram ServicesSTUDY ABROAD DIR EXP$167,745
Europe (Including Iceland and Greenland)Program ServicesSTUDY ABROAD DIR EXP$3,721,670
Middle East and North AfricaProgram ServicesSTUDY ABROAD DIR EXP$121,068
South AmericaProgram ServicesSTUDY ABROAD DIR EXP$434,190
Sub-Saharan AfricaProgram ServicesSTUDY ABROAD DIR EXP$228,986
Sub-Saharan AfricaProgram ServicesSTUDY ABROAD OTHER EXP$19,422
East Asia and the PacificProgram ServicesSTUDY ABROAD OTHER EXP$228,739
Central America and the CaribbeanProgram ServicesSTUDY ABROAD OTHER EXP$9,675
Europe (Including Iceland and Greenland)Program ServicesSTUDY ABROAD OTHER EXP$277,636
Middle East and North AfricaProgram ServicesSTUDY ABROAD OTHER EXP$3,950
Russia and the Newly Independent StatesProgram ServicesSTUDY ABROAD OTHER EXP$13,858
South AmericaProgram ServicesSTUDY ABROAD OTHER EXP$18,416
South AsiaProgram ServicesSTUDY ABROAD OTHER EXP$1,980
FieldValueIRS element (for citing)
Subtotal Spent$8,605,636SubtotalSpentAmt
Continuation Spent$325,515ContinuationSpentAmt
Total Spent$8,931,151TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
FINANCIAL AIDSub-Saharan Africa15$450,979CreditN/AN/A
FINANCIAL AIDEast Asia and the Pacific23$555,904CreditN/AN/A
FINANCIAL AIDCentral America and the Caribbean8$134,830CreditN/AN/A
FINANCIAL AIDEurope (Including Iceland and Greenland)52$1,069,778CreditN/AN/A
FINANCIAL AIDMiddle East and North Africa2$29,521CreditN/AN/A
FINANCIAL AIDSouth America15$303,282CreditN/AN/A
FINANCIAL AIDRussia and the Newly Independent States3$102,467CREDITN/AN/A
FINANCIAL AIDSouth Asia13$343,146CREDITN/AN/A
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PROCEDURES FOR MONITORING USE OF GRANTSFORM 990, SCHEDULE F, PART I, LINE 2 THE FINANCIAL AID PROVIDED BY THE COLLEGE FUNDS THE PROGRAM TUITION, ROOM AND BOARD (WHEN APPLICABLE), WHICH IS CREDITED DIRECTLY TO THE STUDENT ACCOUNT. THE STUDENT HAS NO DIRECT ACCESS TO THE PROGRAM FUNDS, THEREFORE, NO ADDITIONAL MONITORING OF THE USE OF FUNDS IS NECESSARY.
ACCOUNTING BASISFORM 990, SCHEDULE F, PART I, LINE 3(F) ACCOUNTING BASIS FOR EXPENDITURES REPORTED IN COLUMN (F) ARE IN U.S. DOLLARS USING THE ACCRUAL BASIS OF ACCOUNTING.
NUMBER OF RECIPIENTSFORM 990, SCHEDULE F, PART III, COLUMN (C) THE NUMBER OF RECIPIENTS REPORTED IN COLUMN (C) IS DETERMINED BY REVIEWING THE EXACT NUMBER OF STUDENTS WHO RECEIVE AID FROM THAT REGION.
ACCOUNTING FOR CASH GRANTSFORM 990, SCHEDULE F, PART III, COLUMN (D) ACCOUNTING BASIS FOR CASH GRANTS REPORTED IN COLUMN (D) ARE IN U.S. DOLLARS USING THE ACCRUAL BASIS OF ACCOUNTING.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
INST. AID & GRANTS TO STUDENTS OF POMONA COLLEGE838$38,398,464N/AN/A
OTHER GRANTS AND AWARDS GIVEN TO STUDENTS531$623,703N/AN/A

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePROCEDURES FOR MONITORING GRANT FUNDSFormAndLineReferenceDesc
ExplanationFORM 990, SCHEDULE I, PART I, LINE 2 ADMISSION TO POMONA COLLEGE IS ON A NEED BLIND BASIS. THIS POLICY IS MAINTAINED TO ACCOMPLISH DIVERSIFICATION OF THE STUDENT BODY REGARDLESS OF THE FINANCIAL STATUS OF THE APPLICANTS. A PERMANENT FILE OF ALL STUDENTS WHO ARE RECIPIENTS OF SCHOLARSHIPS AND GRANTS IS MAINTAINED IN THE FINANCIAL AID OFFICE OF POMONA COLLEGE. AN ACCOUNTING SYSTEM TRACKS ALL AWARDS TO INDIVIDUAL STUDENTS FOR TUITION AND OTHER COSTS OF ATTENDING THE COLLEGE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DAVID W OXTOBY
PRESIDENT (THRU 06/30/17)$802,902$54,000$29,430$0$69,255$0$955,587$0$0$0
AUDREY BILGER AS OF 7116
VP DEAN OF COLLEGE$125,101$12,000$13,382$0$12,238$0$162,721$0$0$0
CHRISTOPHER ALLEN
VP DEAN OF ADMISSIONS$213,945$36,000$28,203$0$14,398$0$292,546$0$0$0
KAREN SISSON
VP TREASURER$283,377$18,000$29,430$0$23,016$0$353,823$0$0$0
MIRIAM FELDBLUM
VP DEAN OF STUDENTS$223,322$2,901$24,518$0$35,229$0$285,970$0$0$0
PAMELA BESNARD
VP OF ADVANCEMENT$268,298$42,000$29,430$0$37,836$0$377,564$0$0$0
TERESA SHAW
SECRETARY TO BOARD; PRES ASST$141,500$16,500$16,590$0$524$0$175,114$0$0$0
DAVID WALLACE
MANAGING DIR INVESTMENTS$145,589$15,554$0$17,393$0$178,536$0$0$0
DANA WOOD
ASST TREASURER$123,268$6,618$13,471$0$11,973$0$155,330$0$0$0
MARY LOU WOODS
ASST VP/ASSOC TREAS$197,001$22,180$0$21,516$0$240,697$0$0$0
MARYLOU FERRY
VP OF COMMUNICATIONS$189,500$18,000$22,710$0$584$0$230,794$0$0$0
ROBERT ROBINSON
ASST VP OF FACILITIES$199,345$22,611$0$21,516$0$243,472$0$0$0
WILLIAM MORSE
VP OF PLANNING OFFICE$221,243$23,054$0$12,113$0$256,410$0$0$0
GARY SMITH
PROFESSOR$256,157$29,629$0$21,243$0$307,029$0$0$0
ELEANOR BROWN
PROFESSOR$191,429$42,000$26,014$0$6,989$0$266,432$0$0$0
GARY KATES
PROFESSOR$195,257$35,500$26,598$0$27,468$0$284,823$0$0$0
KEN PFLUEGER
CIO EXECUTIVE DIRECTOR$208,482$22,958$0$6,540$0$237,980$0$0$0
KIM BRUCE
PROFESSOR$197,692$21,780$0$11,578$0$231,050$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USEFORM 990, SCHEDULE J, PART I, LINE 1A PER THE EMPLOYMENT CONTRACTS FOR THE PRESIDENT, VICE PRESIDENT/DEAN OF THE COLLEGE AND DEAN OF STUDENTS, RESIDENCE ON-CAMPUS IS PROVIDED FOR THE CONVENIENCE OF THE EMPLOYER. HOUSING FOR THESE LISTED PERSONS IS LOCATED ON THE CAMPUS AND IS REQUIRED AS A CONDITION OF THEIR EMPLOYMENT; THUS IS NOT TREATED AS TAXABLE COMPENSATION. PARTS OF THE FACILITIES ARE CARED FOR BY COLLEGE STAFF TO ENSURE READINESS FOR COLLEGE RELATED EVENTS.
HEALTH OR SOCIAL CLUB DUES OR INITIATION FEESFORM 990, SCHEDULE J, PART I, LINE 1A THE BOARD OF THE COLLEGE REQUIRES THE PRESIDENT TO BE A MEMBER OF A LOCAL CLUB SO THAT BUSINESS MEETINGS MAY BE HELD THERE. THERE IS NO PERSONAL USE OF THE MEMBERSHIP BY THE PRESIDENT; THUS NO PART OF THE DUES OR INITIATION FEES ARE TREATED AS TAXABLE COMPENSATION.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
A521705592130175W992005-02-04$41,879,739CAMPUS FAC, ISS. COST & REFUNDINGfalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
B521705592130178NN22008-06-26$59,475,000EDUC FAC & COSTS OF ISS. OF BONDfalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
C521705592130178SE72009-04-20$62,290,000EDUC FAC & PARTIAL REFUNDINGfalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
D521705592130178B882011-07-12$7,914,174REFUNDING OF REMAINING 2001 BONDSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$42,565,205$0$0$0$576,345$0$0$25,785,275$16,203,585$02008falseYes (true)Yes (true)Yes (true)
B$0$0$64,248,356$0$0$0$739,587$0$0$63,508,769$0$02011falsefalseYes (true)Yes (true)
C$0$0$67,960,259$0$0$0$888,077$0$0$0$67,072,182$02011Yes (true)Yes (true)Yes (true)Yes (true)
D$5,975,000$0$8,034,728$0$0$0$158,283$0$0$0$7,876,445$02011falseYes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0falsefalsefalseYes (true)
Bfalsefalsefalsefalse0falsefalsefalseYes (true)
Cfalsefalsefalsefalse0falsefalsefalseYes (true)
Dfalsefalsefalsefalse0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalsefalseYes (true)falsefalseYes (true)AIG3.8Yes (true)Yes (true)Yes (true)
0
BYes (true)falsefalseYes (true)FSA3.2Yes (true)falseYes (true)
0
CfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
DfalsefalseYes (true)falsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, ROW A, COLUMN (F)$16,203,586 OF THE PROCEEDS OF THE 2005A BONDS WERE USED TO ADVANCE REFUND $14,870,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 2/3/1999.
PART I, ROW C, COLUMN (F)$5,987,106 OF THE PROCEEDS OF THE 2009 BONDS WERE USED TO ADVANCE REFUND $5,825,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 2/3/1999. $27,048,890 OF THE PROCEEDS OF THE 2009 BONDS WERE USED TO ADVANCE REFUND $27,040,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 2/10/2005. $34,036,186 OF THE PROCEEDS OF THE 2009 BONDS WERE USED TO ADVANCE REFUND $34,025,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 6/19/2008.
PART I, ROW D, COLUMN (F)$7,740,674 OF THE PROCEEDS OF THE 2011 BONDS WERE USED TO ADVANCE REFUND $7,700,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 11/8/2001.
PART II, ROW 3, COLUMN (A THRU D)THE DIFFERENCE BETWEEN THE ISSUE PRICE LISTED IN PART I, COLUMN (E) IS DUE TO INTEREST EARNINGS ON BOND PROCEEDS.
PART IV, LINE 2C, COLUMN (A)THE LAST REBATE CALCULATIONS FOR 2005A BONDS WERE PERFORMED AS OF 2/24/2010.
PART IV, LINE 2C, COLUMN (C)THE LAST REBATE CALCULATIONS FOR 2009A BONDS WERE PERFORMED AS OF 3/31/2011.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA MUNICIPAL FINANCE AUTHORITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN201563466BondIssuerEIN
Bond Issued2014-06-26BondIssuedDt
Issue Price$24,937,500IssuePriceAmt
PurposeNEW CONSTRUCTIONPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$0RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$24,937,500TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$0IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$14,000,000CapitalExpendituresAmt
Other Spent Proceeds$0OtherSpentProceedsAmt
Unspent$10,937,500UnspentAmt
Substantial Completion2015SubstantialCompletionYr
Current RefundingfalseCurrentRefundingInd
Advance RefundingfalseAdvanceRefundingInd
Final Allocation MadefalseFinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Private Bus Use By Others0PrivateBusUseByOthersPct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetYes (true)RebateNotDueYetInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (4 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan To OrganizationLoanToOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
ROBERT ROBINSON
KEY EMPLOYEERELOCATION LOANSYes (X)$550,000$439,161falseYes (true)Yes (true)
GARY KATES
HIGHEST COMP EMPRELOCATION LOANSYes (X)$555,000$436,519falseYes (true)Yes (true)
CHRISTOPHER ALLEN
OFFICERRELOCATION LOANSYes (X)$398,050$337,215falseYes (true)Yes (true)
PAMELA BESNARD
OFFICERRELOCATION LOANSYes (X)$555,000$502,409falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$1,715,304TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonCLAIRE OXTOBYPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionWIFE OF PRESIDENTRelationshipDescriptionTxt
Transaction$64,514TransactionAmt
TransactionSALARY AND BENEFITSTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution98ContributionCnt
Noncash Contributions Rpt F990$3,207,956NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVG MKT DONTN DATEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$235,804NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTEDFORM 990, SCHEDULE M, PART I, COLUMN (B) COLUMN B REFLECTS THE NUMBER OF ITEMS RECEIVED FROM VARIOUS CONTRIBUTORS, EXCEPT IN THE CASE OF SECURITIES, WHICH RELECTS THE NUMBER OF CONTRIBUTORS.
USE OF THIRD PARTIES OR RELATED ORGANIZATIONS FOR NONCASH CONTRIBUTIONSFORM 990, SCHEDULE M, LINE 32B ANY GIFT OF UNNEEDED PERSONAL OR REAL PROPERTY IS SOLD BY PROFESSIONAL REPRESENTATIVES.
TYPES OF PROPERTY RECEIVED FOR NONCASH CONTRIBUTIONSFORM 990, SCHEDULE M, LINE 33 THE COLLEGE FOLLOWS A POLICY TO NOT RECORD OR CAPITALIZE ITS COLLECTIONS. THE COLLEGE'S ART COLLECTIONS CONSIST OF OBJECTS OF HISTORICAL AND AESTHETIC SIGNIFICANCE HELD FOR PUBLIC EXHIBITION AND EDUCATIONAL PURPOSES. ALL WORKS IN THE COLLECTION ARE CATALOGUED, PRESERVED, CARED FOR AND MONITORED ACCORDING TO PROFESSIONAL MUSEUM STANDARDS, AND ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM DE-ACCESSION TO BE USED EXCLUSIVELY FOR ACQUISITION.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DESCRIPTION OF ORGANIZATION MISSIONFORM 990, PART III, LINE 1, CONTINUED THAT IS STRONGLY ROOTED IN SOUTHERN CALIFORNIA YET GLOBAL IN ITS ORIENTATION. THROUGH CLOSE TIES AMONG A DIVERSE GROUP OF FACULTY, STAFF AND CLASSMATES, POMONA STUDENTS ARE INSPIRED TO ENGAGE IN THE PROBING INQUIRY AND CREATIVE LEARNING THAT ENABLE THEM TO IDENTIFY AND ADDRESS THEIR INTELLECTUAL PASSIONS. THIS EXPERIENCE WILL CONTINUE TO GUIDE THEIR CONTRIBUTIONS AS THE NEXT GENERATION OF LEADERS, SCHOLARS, ARTISTS AND CITIZENS TO FULFILL THE VISION OF ITS FOUNDERS: TO BEAR THEIR ADDED RICHES IN TRUST FOR ALL. PROGRAM SERVICE Form 990 Part III Line 4a, CONTINUED POMONA GRADUATES NOT ONLY RECEIVE EXCELLENT LIFELONG PREPARATION FOR A WIDE RANGE OF CAREERS, BUT ALSO ARE ENCOURAGED TO DEVELOP THE RATIONAL DISCRIMINATION, AESTHETIC APPRECIATION, COMPASSION, AND UNDERSTANDING THAT ONLY KNOWLEDGE CAN FOSTER. POMONA IS CURRENTLY TIED FOR THE NO. 2 PRODUCER OF FULBRIGHT STUDENTS AMONG BACHELOR'S INSTITUTIONS AS REPORTED BY THE CHRONICLE OF HIGHER EDUCATION IN FEBRUARY 2017. 15 POMONA STUDENTS RECEIVED FULBRIGHTS DURING THE 2016-2017 ACADEMIC YEAR. POMONA OFFERS 47 MAJORS IN THE NATURAL SCIENCES, HUMANITIES, SOCIAL SCIENCES FINE ARTS, AND INTERDISCIPLINARY FIELDS. ALSO COMMON ARE DOUBLE MAJORS AND INDIVIDUAL SPECIAL MAJORS, CRAFTED BY THE STUDENT WITH GUIDANCE FROM FACULTY. FIRST-YEAR STUDENTS DELVE INTO A CRITICAL INQUIRY SEMINAR TO DEVELOP SKILLS IN CRITICAL THINKING, ANALYSIS AND WRITING. POMONA'S SUMMER UNDERGRADUATE RESEARCH PROGRAM ENABLES STUDENTS TO CONDUCT EXTENDED, FOCUSED RESEARCH IN CLOSE COOPERATION WITH A POMONA FACULTY MEMBER, WITH PROJECTS TAKING PLACE BOTH ON CAMPUS AND IN THE FIELD. THE COLLEGE OFFERS APPROXIMATELY 600 CLASSES EACH YEAR, AND STUDENTS ALSO HAVE ACCESS TO THE MORE THAN 2,200 CLASSES AT THE CLAREMONT COLLEGES. FORM 990, PART III, LINE 4B, CONTINUED POMONA PROVIDES SELF-OPERATED DINING AND CATERING SERVICES AT THREE DINING HALLS. POMONA'S GOAL IS TO SERVE FOOD THAT IS HEALTHY, FRESH AND DELICIOUS AND THAT IS PRODUCED IN A JUST AND SUSTAINABLE MANNER. THE INSTRUCTIONAL AND EXTRA-CURRICULAR PROGRAMS ARE FURTHER SUPPORTED BY BRIDGES AUDITORIUM, A PERFORMING ARTS CENTER THAT SEATS 2,500, AND SEAVER THEATRE, A COMPREHENSIVE THEATRE COMPLEX FEATURING A 350-SEAT AUDITORIUM AND 100-SEAT EXPERIMENTAL THEATRE SPACE. ATHLETIC FACILITIES INCLUDE THE LILLIORE GREEN RAINS CENTER FOR SPORT AND RECREATION, THE HALDEMAN AQUATICS CENTER, AND FIELDS FOR SOFTBALL, BASEBALL, TRACK, SOCCER, FOOTBALL AND MORE. POMONA COLLEGE HAS MADE SIGNIFICANT INVESTMENTS TO MAKE THE CAMPUS MORE SUSTAINABLE, INCLUDING BUILDING THE FIRST LEED-PLATINUM LARGE-SCALE RESIDENCE HALLS IN THE WEST, TO INSTALLING SOLAR ENERGY AND REMOVING IMPERMEABLE SURFACES AND REPLACING THEM WITH DROUGHT RESISTANT LANDSCAPING AND PERMEABLE GROUND COVER. THE COLLEGE HAS PLEDGED TO BE CARBON-NEUTRAL BY 2030 AS PART OF THE AMERICAN COLLEGES AND UNIVERSITIES PRESIDENTS' CLIMATE COMMITMENT (ACUPCC). FORM 990, PART III, LINE 4C, CONTINUED THE COLLEGE ALSO ASSISTS STUDENTS WITH ORIENTATION, REGISTRATION AND ACADEMIC COUNSELING. FROM THEIR FIRST YEAR AT POMONA, STUDENTS CAN TURN TO THE CAREER DEVELOPMENT OFFICE, WHICH PROVIDES HELP WITH EVERYTHING FROM RESUME WRITING TO MOCK INTERVIEWS. STUDENTS ALSO CAN APPLY FOR THE CDO'S PROGRAM OF SUMMER INTERNSHIPS IN THE U.S. AND ABROAD. THE CLAREMONT COLLEGES' STUDENT HEALTH SERVICE STRESSES PREVENTATIVE MEDICINE AND HEALTH AWARENESS, WHILE MONSOUR COUNSELING AND PSYCHOLOGICAL SERVICES HELP STUDENTS WITH PERSONAL AND EMOTIONAL PROBLEMS. THE INTERFAITH OFFICE OF THE CHAPLAINS DIRECTS THE PROGRAMS OF THE CLAREMONT COLLEGES' MCALISTER CENTER FOR RELIGIOUS ACTIVITIES, ASSISTING STUDENTS IN MAKING CONTACT WITH MEMBERS OF THEIR COMMUNITY OF BELIEF. WORKING CLOSELY WITH STUDENTS, FACULTY AND STAFF, THE DIVISION OF STUDENT AFFAIRS AIMS TO PROVIDE SERVICES, ACTIVITIES, AND RESOURCES THAT SUPPORT THE COLLEGE'S EDUCATIONAL ENTERPRISE AND ENABLE EACH STUDENT TO LEARN, GROW, AND DEVELOP WHILE HERE AT POMONA. FORM 990, PART III, LINE 4D Other-Public Service, Institutional Support, Academic Support: IN ORDER TO FACILITATE OUR PRIMARY PROGRAM SERVICE OF INSTRUCTION AND RESEARCH, POMONA COLLEGE PROVIDES INSTITUTIONAL SUPPORT THROUGH OUR BUSINESS OFFICE, ALUMNI RELATIONS, INFORMATION TECHNOLOGIES, COMMUNICATIONS, MAJOR GIFTS/GIVING AND STAFF EDUCATIONAL SUPPORT TO KEEP OUR STAFF INFORMED OF NEW AND DEVELOPING WAYS TO ADVANCE OUR PRIMARY MISSION. POMONA'S ACADEMIC SUPPORT RESOURCES OFFER EXPERT PEER INSTRUCTION TO HELP DEVELOP STRATEGIC LEARNING SKILLS, ASSIST IN ACHIEVING PERSONAL INTELLECTUAL POTENTIAL, AND PROMOTE LEADERSHIP AND SERVICE LEARNING OPPORTUNITIES THROUGH THE PEER FELLOWS PROGRAM. ACADEMIC SUPPORT CENTERS INCLUDE THE WRITING CENTER, THE QUANTITATIVE SKILLS CENTER, THE FOREIGN LANGUAGE RESOURCE CENTER AND THE LEARNING FELLOWS PROGRAM. THE HONNOLD/MUDD LIBRARY PARTNERS WITH POMONA COLLEGE AS WELL AS THE OTHER CLAREMONT COLLEGES IN SUPPORTING LEARNING, TEACHING, AND RESEARCH. THE LIBRARY TIES THE ACADEMIC COMMUNITY TO VARIED CULTURAL AND SCHOLARLY TRADITIONS BY OFFERING USER-CENTERED SERVICES, BUILDING COLLECTIONS, DEVELOPING INNOVATIVE TECHNOLOGIES, AND PROVIDING AN INVITING ENVIRONMENT FOR STUDY, COLLABORATION, AND REFLECTION. THE LIBRARY'S GENERAL COLLECTIONS INCLUDE NEARLY 2 MILLION VOLUMES. THE LIBRARY ALSO HAS EXTENSIVE HOLDINGS OF JOURNALS, MAGAZINES, AND NEWSPAPERS, PROVIDING ACCESS TO ARTICLES IN OVER 70,000 PERIODICALS. TEACHING FROM ORIGINAL WORKS OF ART IS CENTRAL TO THE MISSION AT THE POMONA COLLEGE MUSEUM OF ART. THROUGHOUT THE ACADEMIC YEAR THE MUSEUM OFFERS A VARIETY OF EDUCATIONAL PROGRAMS HIGHLIGHTING THE EXHIBITIONS AND COLLECTIONS OF THE MUSEUM AND CONNECTING OUR STUDENTS WITH THE ARTS AND CONCERNS OF OUR TIME. POMONA COLLEGE FACULTY USES THE MUSEUM, ITS EXHIBITIONS, AND ITS COLLECTIONS AS A RESOURCE FOR TEACHING, AND AS A SUBJECT FOR RESEARCH AND WRITING. THE DRAPER CENTER FOR COMMUNITY PARTNERSHIPS IS THE COLLEGE'S MAIN AVENUE FOR FOSTERING MUTUALLY BENEFICIAL EXCHANGES AMONG COMMUNITY MEMBERS, STUDENTS, FACULTY AND STAFF IN ORDER TO SUPPORT EDUCATIONAL OUTREACH INITIATIVES, COMMUNITY-BASED RESEARCH AND LEARNING, AND OTHER COMMUNITY ENGAGEMENT ACTIVITIES. STUDENTS CAN EXPLORE AN ASSORTMENT OF COMMUNITY AND VOLUNTEER OPPORTUNITIES THROUGH THE DRAPER CENTER, INCLUDING COLLABORATIVE THEATRE WITH LOCAL MIDDLE-SCHOOL STUDENTS, FOOD RESCUE FOR LOCAL SHELTERS, EDUCATIONAL OUTREACH, VOLUNTEERING DURING SPRING BREAK AND TAKING CLASSES WITH COMMUNITY COLLABORATION.
REVIEW OF FORM 990FORM 990, PART VI, SECTION B, LINE 11 THE INFORMATIONAL RETURN IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND IS INITIALLY REVIEWED BY THE ASST VICE PRESIDENT/ASSOC TREASURER. AFTER PRELIMINARY REVIEW BY THE ASST VICE PRESIDENT/ASSOC TREASURER, THE RETURN IS REVIEWED AT THE AUDIT COMMITTEE MEETING. THE RETURN IS THEN PROVIDED TO THE FULL BOARD FOR REVIEW PRIOR TO ELECTRONIC FILING.
CONFLICT OF INTERESTFORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES ("THE BOARD") OF POMONA COLLEGE HAS INCORPORATED ITS CODE OF CONDUCT AND CONFLICT OF INTEREST POLICIES INTO ITS BYLAWS. THE AUDIT COMMITTEE ("THE COMMITTEE") OF THE BOARD MONITORS ENFORCEMENT OF AND COMPLIANCE WITH THE CODE AND THE POLICIES, AND REPORTS THE RESULTS THEREOF TO THE BOARD. THE COMMITTEE MONITORS COMPLIANCE BY MEANS OF AN ANNUAL CODE OF CONDUCT QUESTIONNAIRE. IN MAY, THE COLLEGE DISTRIBUTES THE QUESTIONNAIRE TO ALL TRUSTEES, OFFICERS, FACULTY PROGRAM COORDINATORS AND DEPARTMENT CHAIRS AND STAFF AT THE DIRECTOR LEVEL AND ABOVE. THE PRESIDENT'S OFFICE COLLECTS THE COMPLETED QUESTIONNAIRES AND COMPILES THE RESULTS, INCLUDING IDENTIFYING NEGATIVE RESPONSES AND ACCOMPANYING EXPLANATIONS. IN OCTOBER, AN EXECUTIVE SUMMARY OF THE RESULTS ARE PROVIDED TO THE COMMITTEE, AND THE COMMITTEE REPORTS THOSE RESULTS TO THE BOARD. HOWEVER, THROUGHOUT THE ANNUAL QUESTIONNAIRE DISTRIBUTION, COLLECTION AND COMPILATION PROCESS, ANY URGENT AND HERETOFORE UNKNOWN MATTERS IDENTIFIED BY QUESTIONNAIRE RESPONDENTS ARE ESCALATED IMMEDIATELY TO THE APPROPRIATE MEMBERS OF THE BOARD AND MANAGEMENT.
PROCESS OF DETERMINING COMPENSATIONFORM 990, PART VI, SECTION B, LINE 15A and 15B THE COLLEGE HAS IMPLEMENTED PROCEDURES TO FAIRLY COMPENSATE EMPLOYEES OF THE COLLEGE AND PROVIDE AN APPROPRIATE PROCESS FOR SETTING AND APPROVING REASONABLE LEVELS OF COMPENSATION FOR INDIVIDUALS WHO ARE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE COLLEGE, SUCH AS THE PRESIDENT, VP CHIEF INFORMATION OFFICER, TREASURER, DEAN OF FACULTY, DEAN OF STUDENTS, VP DEAN OF ADMISSIONS, VP ADVANCEMENT, ASSISTANT VP FACILITES/CAMPUS SERVICES, ASSISTANT VP/ASSOC TREASURER AND PROFESSORS CONSIDERED AS KEY EMPLOYEES. THESE PROCEDURES PROVIDE FOR REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE CONSISTING OF INDEPENDENT TRUSTEES, USE OF COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE EXECUTIVE COMMITTEE OF THE BOARD, ACTING AS THE COMPENSATION COMMITTEE, UTILIZES BENCHMARK SALARY DATA FROM COMPARABLE HIGHER EDUCATION INSTITUTION GROUPS FOR EXECUTIVE MANAGEMENT POSITIONS. THE INITIAL PROCESS IN DETERMINING COMPENSATION LEVELS CONSISTS OF GATHERING COMPENSATION DATA OF PEER GROUP INSTITUTIONS, WHICH IS AVAILABLE FROM SUBSCRIBED SURVEY DATA SOURCES. THE SALARY MEDIANS OF THE COMPARABLE EDUCATION INSTITUTION GROUPS WILL INFORM THE COMMITTEE AND BE USED AS GUIDES. THE COMMITTEE WILL ALSO REVIEW SALARY IN RELATION TO LOCAL AND NATIONAL INFLATION MEASURES, INDIVIDUAL PERFORMANCE, AS EVIDENCED BY THE ANNUAL WRITTEN PERFORMANCE EVALUATIONS, AND THE INDIVIDUAL'S LENGTH OF SERVICE IN THE POSITION. SALARY INCREASE RECOMMENDATIONS ARE APPROVED BY THIS COMMITTEE DURING THE MAY BOARD OF TRUSTEES REGULAR MEETING. THE MINUTES INCLUDE THE TERMS OF THE TRANSACTIONS AND THE DATE APPROVED, THE MEMBERS OF THE COMMITTEE PRESENT FOR THE DELIBERATIONS AND WHO VOTED, AND THE DESCRIPTION OF THE COMPARABILITY DATA OBTAINED AND HOW IT WAS OBTAINED. THIS PROCESS WAS LAST UNDERTAKEN AND COMPLETED FOR ALL EXECUTIVE POSITIONS IN MAY 2017.
DISCLOSURE OF DOCUMENTSFORM 990, PART VI, SECTION C, LINE 19 THE POLICY OF POMONA COLLEGE IS TO MAKE ITS GOVERNING DOCUMENTS, INCLUDING THE ARTICLES OF INCORPORATION AND BYLAWS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC WHEN REQUESTED.
OTHER CHANGES IN NET ASSETSFORM 990, PART XI, LINE 9 Changes in actuarially determined gift liabilities $ 9,492,928

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CLAREMONT UNIVERSITY CONSORTIUMBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 S MILLS AVEAddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91711ZIPCd
FieldValueIRS element (for citing)
EIN954786748EIN
Primary ActivitiesSUPPORT UNIVPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status11APublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER TRUST (115)
CRTCANATrustYes (true)
POOLED INCOME FUND (2)
POOLED INTERESTCANATrustYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgYes (true)AssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CHARITABLE REMAINDER TRUSTS
c$4,657,367CASH & STOCK
CHARITABLE GIFT ANNUITIES
c$7,710,784CASH & STOCK

Reasonable Cause Explanation ReasonableCauseExplanation

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