CALTECH Y: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CALTECH Y (EIN 95-1684790)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-08-15
- IRS object ID
- 201702279349304250
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-15T19:50:50-07:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954635689 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael B Noll CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 S Lake Ave Ste 502 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951684790 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Caltech Y | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALT | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 E California Blvd MC C1-128 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91125 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Athena Castro | PersonNm |
| Person Title | Executive Direc | PersonTitleTxt |
| Phone | 6263956163 | PhoneNum |
| Signature | 2017-08-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael B Noll | PreparerPersonNm |
| PTIN | P00442456 | PTIN |
| Phone | 6266830515 | PhoneNum |
| Preparation | 2017-08-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dan Erickson | PrincipalOfficerNm |
| Gross Receipts | $1,225,555 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.caltechy.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To enrich student life and challenge students to grow into responsible citizens of the world. | ActivityOrMissionDesc |
| Voting Members Governing Body | 48 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 47 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $483,857 | PYContributionsGrantsAmt |
| CY Contributions Grants | $908,160 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $112,638 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $132,207 | CYProgramServiceRevenueAmt |
| PY Investment Income | $96,204 | PYInvestmentIncomeAmt |
| CY Investment Income | $121,657 | CYInvestmentIncomeAmt |
| PY Other Revenue | $39,994 | PYOtherRevenueAmt |
| CY Other Revenue | -$15,534 | CYOtherRevenueAmt |
| PY Total Revenue | $732,693 | PYTotalRevenueAmt |
| CY Total Revenue | $1,146,490 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,584 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,214 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $418,533 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $429,645 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $114,212 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $247,684 | PYOtherExpensesAmt |
| CY Other Expenses | $255,006 | CYOtherExpensesAmt |
| PY Total Expenses | $676,801 | PYTotalExpensesAmt |
| CY Total Expenses | $696,865 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $55,892 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $449,625 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,398,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,891,530 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $89,223 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $132,594 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,309,311 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,758,936 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To enrich student life and challenge students to grow into responsible citizens of the world. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $413,758 | ExpenseAmt |
| Grant | $12,214 | GrantAmt |
| Revenue | $135,891 | RevenueAmt |
| Desc | STUDENT PROGRAMS - The Student Executive Committee (ExComm), Y-Outdoors and Social Activism Speaker Series Committees, and Community Service project leaders - including 40 to 50 student leaders - plan and implement approximately 100 programs each year including: the Y-Hike backpacking trip, day hikes, National Park camping trips, World Fest Week and the International Food Festival, Martin Luther King Jr. Commemoration Week events, Decompression, Union Station Homeless shelter - monthly meal service, Alternative Spring Break trips, Make-A-Difference Day, an India trip, the Washington DC Science Policy Trip, a speaker series that featured well-renowned speakers (Seth Moulton, David Cruz, Mike Nelson, Kathleen Doherty, Michael Ledford, Bill Colglazier, and Miles Corwin ); and Explore LA, Life Skills, and Adventure 101 Series. 6,000 individuals participated or were served by the Caltech Ys programs. The Y also awarded the Lucy Guernsey Award to one student for their outstanding service to the community, the Studenski Award to two undergraduates at a cross road, Hummel Gray Awards to five students for conference travel, and the Advocating Change Together Award for service and education to two Caltech students. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $47,705 | ExpenseAmt |
| Revenue | $49,866 | RevenueAmt |
| Desc | FRIENDS DINNERS AND ACTIVITIES - Dinners, held two times a year, provide an opportunity for Caltech alumni, students and friends to get acquainted while also being educated by guest speakers. Guests speakers range from Caltech professors to prominent community members. Occasional activities involve educational field trips for alumni and friends of the Y. A total of 370 people participated in the 2 Friends Dinners. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $461,463 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 48 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 47 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Athena Castro | PersonNm |
| Phone | 6263956163 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 E California Blvd MC C1-128 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91125 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Kirk Dawson | |||||||
| Board Chair | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Peter Mason | |||||||
| Treasurer | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Paula Stamp | |||||||
| Secretary | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Kristie Yu | |||||||
| Student ExComm President | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Sonia Amin | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Karen Blake | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Marjory Dawson | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Frank Dryden | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Pattyl Aposhian | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Rolf Hastrup | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Pamela Hemann | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Steven Frautschi | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Richard Beatty | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Iram P Bilal | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Nancy Lan | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Doreen Mason | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Toni Perpall | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Tim Boyd | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Donald Collins | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Judy Collins | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Arlana Silver | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LeRoy Fisher | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Tony Leonard | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Alice Lin | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Charles Vorsanger | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Susan Murakami | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| David Liu | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Don Brown | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Joe Carroll | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Thomas Mannion | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Stephen Toner | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Matt Cedeno | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Daniel Yoder | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Aileen Cheng | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Christine Chou | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Xiaomi Du | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Gloria Ha | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jenny He | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Stephanie Hong | |||||||
| Student ExComm Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jenny Hsin | |||||||
| Student ExComm Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Peter Hung | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Janice Jeon | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Emil Khabiboulline | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Aishwarya Nene | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Tyler Okamoto | |||||||
| Student ExComm Vice President | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Nicholas Trank | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Athena Castro | |||||||
| Executive Director | 40.00 | 0.00 | Yes (X) | $94,350 | $0 | $8,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $94,350 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $8,800 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $60,748 | FundraisingAmt |
| Related Organizations | $166,932 | RelatedOrganizationsAmt |
| All Other Contributions | $680,480 | AllOtherContributionsAmt |
| Total Contributions | $908,160 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Student program fees | 900099 | $107,716 | $107,716 |
| Friends dinner & activi | 900099 | $24,491 | $24,491 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $132,207 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $121,657 | TotalRevenueColumnAmt |
| Exclusion | $121,657 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $19,242 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $5,511 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $13,731 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,731 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,731 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $35,355 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $60,748 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $65,553 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$30,198 | TotalRevenueColumnAmt |
| Exclusion | -$30,198 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $8,934 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $8,001 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $933 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $933 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,146,490 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $146,871 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $91,459 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,214 | TotalAmt |
| Program Services | $12,214 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,350 | TotalAmt |
| Program Services | $65,573 | ProgramServicesAmt |
| Management And General | $26,890 | ManagementAndGeneralAmt |
| Fundraising | $1,887 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,770 | TotalAmt |
| Program Services | $141,786 | ProgramServicesAmt |
| Management And General | $33,648 | ManagementAndGeneralAmt |
| Fundraising | $58,336 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,680 | TotalAmt |
| Program Services | $14,232 | ProgramServicesAmt |
| Management And General | $4,397 | ManagementAndGeneralAmt |
| Fundraising | $3,051 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,822 | TotalAmt |
| Program Services | $33,535 | ProgramServicesAmt |
| Management And General | $9,093 | ManagementAndGeneralAmt |
| Fundraising | $12,194 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,023 | TotalAmt |
| Program Services | $17,593 | ProgramServicesAmt |
| Management And General | $3,804 | ManagementAndGeneralAmt |
| Fundraising | $3,626 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,998 | TotalAmt |
| Program Services | $1,510 | ProgramServicesAmt |
| Management And General | $23,488 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,348 | TotalAmt |
| Program Services | $903 | ProgramServicesAmt |
| Management And General | $90 | ManagementAndGeneralAmt |
| Fundraising | $3,355 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285 | TotalAmt |
| Program Services | $285 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,918 | TotalAmt |
| Program Services | $3,309 | ProgramServicesAmt |
| Management And General | $4,735 | ManagementAndGeneralAmt |
| Fundraising | $3,874 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,024 | TotalAmt |
| Program Services | $45,017 | ProgramServicesAmt |
| Fundraising | $2,007 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496 | TotalAmt |
| Program Services | $308 | ProgramServicesAmt |
| Management And General | $188 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Caltech labor and charges | $7,765 | $4,485 | $2,108 | $1,172 |
| Program activities | $22,449 | $22,449 | ||
| Food meals & meetings | $46,441 | $36,528 | $5,477 | $4,436 |
| Program supplies | $28,100 | $21,303 | $775 | $6,022 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,182 | TotalAmt |
| Program Services | $40,433 | ProgramServicesAmt |
| Management And General | $6,497 | ManagementAndGeneralAmt |
| Fundraising | $14,252 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $696,865 | TotalAmt |
| Program Services | $461,463 | ProgramServicesAmt |
| Management And General | $121,190 | ManagementAndGeneralAmt |
| Fundraising | $114,212 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,068 | BOYAmt |
| EOY | $98,073 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,377 | BOYAmt |
| EOY | $73,942 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,385 | BOYAmt |
| EOY | $74 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,648 | BOYAmt |
| EOY | $3,067 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,030 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $90,013 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $58,662 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,847 | BOYAmt |
| EOY | $31,351 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,186,179 | BOYAmt |
| EOY | $2,685,023 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,398,534 | BOYAmt |
| EOY | $2,891,530 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,148 | BOYAmt |
| EOY | $125,519 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,075 | BOYAmt |
| EOY | $7,075 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,223 | BOYAmt |
| EOY | $132,594 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,309,311 | BOYAmt |
| EOY | $2,758,936 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,309,311 | BOYAmt |
| EOY | $2,758,936 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,398,534 | BOYAmt |
| EOY | $2,891,530 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $449,625 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Inst of Technology | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643307 | EIN |
| Organization Type | 2 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $461,463 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Other Support Sum | $461,463 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | false | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (true) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (true) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Test | Yes (X) | ActivitiesTestInd |
| Activities Further Exempt Prps | Yes (true) | ActivitiesFurtherExemptPrpsInd |
| Activities Engaged Org Invlmnt | Yes (true) | ActivitiesEngagedOrgInvlmntInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Type of supporting organization Part I Lines 11a - 11d | No direct monetary support was provided to California Institute of Technology. However, the following services were provided to the students of Caltech: The Student Executive Committee (ExComm), Outdoor Adventure programs, Social Activism Speaker Series, Community Service projects, International Food Festival, Martin Luther King Jr. Commemoration Week events, Decompression, Union Station Homeless shelter, Alternative Spring Break, Make-A-Difference Day, Washington DC Science Policy Trip, Explore LA, and Life Skills Education Programs. |
| Have a significant voice Part IV Sect D line 3 | The endowment funds of The Caltech Y are managed by the Institute under Caltechs investment policy. Under a memorandum of understanding The Caltech Y provides student program services in exchange for an annual fee and use of Caltech facilities; however, the Institute does not specifically dictate how the Y spends its budget. |
| Directly further the exempt purposes Part IV Sect E line 2a | The mission of The Caltech Y is harmonious with that of the Institute. See list of programs provided above. The activities of the Y, which are in support of the students at Caltech comprise 100% of the organizations program services. |
| Act supported organizations would have engaged inPart IV E 2b | The student program activities conducted through The Caltech Y (see list above) would in large part be provided by the Institute were it not for the existence of the Y. However, the independence of the Y allows it host certain speakers and events that would otherwise not be in the best interest of the Institute to provide. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,186,179 | BeginningYearBalanceAmt |
| Contributions | $529,154 | ContributionsAmt |
| Investment Earnings Or Losses | $211,623 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $99,265 | OtherExpendituresAmt |
| End Year Balance | $2,827,691 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,223,397 | BeginningYearBalanceAmt |
| Contributions | $118,275 | ContributionsAmt |
| Investment Earnings Or Losses | $93,877 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $249,370 | OtherExpendituresAmt |
| End Year Balance | $2,186,179 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,905,411 | BeginningYearBalanceAmt |
| Contributions | $338,401 | ContributionsAmt |
| Investment Earnings Or Losses | $130,985 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $151,400 | OtherExpendituresAmt |
| End Year Balance | $2,223,397 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,793,222 | BeginningYearBalanceAmt |
| Contributions | $155,580 | ContributionsAmt |
| Investment Earnings Or Losses | $145,422 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $147,000 | OtherExpendituresAmt |
| End Year Balance | $1,947,224 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,722,929 | BeginningYearBalanceAmt |
| Contributions | $95,299 | ContributionsAmt |
| Investment Earnings Or Losses | $124,994 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $150,000 | OtherExpendituresAmt |
| End Year Balance | $1,793,222 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.40000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.60000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,013 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,662 | DepreciationAmt |
| Book Value | $31,351 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,351 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (12 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| General Endowment Fund | $1,018,170 |
| Hershey Endowment Fund | $105,460 |
| Johnson Endowment Fund | $100,732 |
| Housner Endowment Fund | $151,678 |
| Ingrid Gumpel Memorial Fund | $128,047 |
| Studenski Endowment Fund | $157,661 |
| Y Centennial Endowment Fund | $676,364 |
| Naecker Family Fund | $113,022 |
| Beschorman Endowment Fund | $95,676 |
| Paul & Heather Haaga Fund | $19,604 |
| Kirk & Marjory Dawson Fund | $49,027 |
| Hummel-Gray Travel Fund | $69,582 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,685,023 | TotalBookValueOtherAssetsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Tourn | Event1Nm |
| Gross Receipts Event1 | $35,355 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $60,748 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | -$25,393 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $51,111 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $14,442 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $35,355 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $60,748 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | -$25,393 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $51,111 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,442 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $65,553 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$90,946 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Valuation Method Used | Cash paid | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Monitoring procedures (Part I, line 2) | FormAndLineReferenceDesc |
| Explanation | ACT Award - A Selection Committee consisting of members of the Caltech Y Board of Directors and Staff review written applications, determine and interview finalists, and ultimately select a recipient. To be eligible applicants must be enrolled Caltech Undergraduate or Graduate students in good academic standing who are eligible for fall term registration, be 18 years or older, and have a demonstrated interest in service or advocacy. Criteria used in selecting recipients include: a. Project/Issue-Is it relevant to the purpose of the ACT Award?-Are goals and timeline realistic and manageable?-Does the effort build on the efforts of established organizations/activists working on the issue?b. Applicant-Do they clearly demonstrate a personal commitment and interest? -Do they demonstrate the visions, skills and discipline necessary to accomplish a project of this nature?-Will the award enable them to become a new or important voice for the issue or cause?-Do they have the leadership and skills needed to raise the level of campus understanding and engagement?c. Potential Mentor Organizations / Venue-Does it seem to address the cause or issue of interest to the applicant?-Does it have the resources necessary to support/mentor a student?-Does the proposed location appear to be safe?Recipients sign a contract prior to receiving the award, and write a report and make a presentation before our Board of Directors following their experience. Contracts and reports are kept on file. Studenski Award - A Selection Committee consisting of members of the Caltech Y Board of Directors review written applications, determine and interview finalists, and ultimately select a recipient. To be eligible applicants must be enrolled Caltech Undergraduate students in good academic standing with plans to Caltech the following year as a student, or as a graduate visitor, to present on their experience; and be a student at a crossroad in life who would benefit from a period away from the academic community to better gain a better understanding of self and to explore possible directions for the future. Criteria used in selecting recipients centers around how well they can articulate their crossroad and how the award would benefit them. Recipients sign a contract prior to receiving the award, and write a report and make a presentation before our Board of Directors following their experience. Contracts and reports are kept on file.Lucy Guernsey Award - A Selection Committee consisting of members of the Caltech Y Staff select recipients. Criteria used in selecting recipients include: a. Involvement and participation in community service projects-How extensive has their volunteerism been?b. Leadership of community service and volunteer efforts-Have they promoted service / volunteerism?-Have they recruited volunteers into service efforts?-Have they coordinated service projects?-Have they educated others around community issues / reasons for service? c. Exemplifies a spirit of service-Have they maintained a positive, respectful attitude toward community members?-Have they strived to learn about their place in a global community and the impact their existence has on others?-Have they worked to increase their personal awareness of community / global issues?-Have they Explored diverse solutions to complex problems facing our world?Awards are based on merit. There are no further expectations. A list of recipients is kept on file. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Officer directors etc family relationship Part VI line 2 | Lee Fisher and Susan Murakami, marriedRolf and Gunilla Hastrup, marriedKirk and Marjory Dawson, marriedPaul (deceased) and Carolyn Patterson, marriedPeter and Doreen Mason, married |
| Committee meeting documentation Part VI line 8b | Although no committee has authority to act on behalf of the governing body, minutes of committee meetings are documented. |
| Form 990 governing body review Part VI line 11 | Form 990 is distributed to Finance Committee for detailed review prior to filing and is available to entire board of directors upon request. |
| Conflict of interest policy compliance Part VI line 12c | Annually, management circulates questionnaire to board of directors inquiring if there are any conflicts of interest or related-party transactions. |
| CEO executive director top management comp Part VI line 15a | Annually, the personnel committee convenes to review compensation package of the executive director, program director and development director taking into consideration comparability data of other non-profit organizations in Los Angeles County. |
| Other officer or key employee compensation Part VI line 15b | Annually, the personnel committee convenes to review compensation package of the executive director, program director and development director taking into consideration comparability data of other non-profit organizations in Los Angeles County. |
| Governing documents etc available to public Part VI line 19 | Form 990 is posted on the website for the California Attorney Generals Registry of Charitable Trusts. Form 990, governing documents, policies and financial information are available for inspection at The Caltech Y office. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Institute of Techno | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 E California Blvd | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643307 | EIN |
| Primary Activities | Higher Education | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501c3 | ExemptCodeSectionTxt |
| Public Charity Status | 2 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
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