POMONA COLLEGE: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
POMONA COLLEGE (EIN 95-1664112)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-13
IRS object ID
201511339349306106
Schema version
2013v4.0
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

FieldValueIRS element (for citing)
Return2015-05-13T19:15:12-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1550 S Hope St Suite 1500AddressLine1
CityLos AngelesCity
StateCAState
ZIP Code90071ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN951664112EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Pomona CollegeBusinessNameLine1
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 AVENUEAddressLine1
Address Line2SuiteAddressLine2
CityCLAREMONTCity
StateCAState
ZIP Code917114434ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAREN SISSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9096218276PhoneNum
Signature2015-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREGINA L PRINCEPreparerPersonNm
PTINP00576936PTIN
Phone9096218276PhoneNum
Preparation2015-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID OXTOBYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 N COLLEGE AVENUEAddressLine1
CityCLAREMONTCity
StateCAState
ZIP Code917114434ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$1,129,621,535GrossReceiptsAmt
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 Body36VotingMembersGoverningBodyCnt
Voting Members Independent35VotingMembersIndependentCnt
Total Employee2750TotalEmployeeCnt
Total Volunteers905TotalVolunteersCnt
Total Gross UBI-$4,667,681TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$5,321,136NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$17,708,985PYContributionsGrantsAmt
CY Contributions Grants$34,878,711CYContributionsGrantsAmt
PY Program Service Revenue$87,546,415PYProgramServiceRevenueAmt
CY Program Service Revenue$92,416,282CYProgramServiceRevenueAmt
PY Investment Income$92,990,068PYInvestmentIncomeAmt
CY Investment Income$146,938,300CYInvestmentIncomeAmt
PY Other Revenue$1,409,408PYOtherRevenueAmt
CY Other Revenue$1,277,816CYOtherRevenueAmt
PY Total Revenue$199,654,876PYTotalRevenueAmt
CY Total Revenue$275,511,109CYTotalRevenueAmt
PY Grants And Similar Paid$31,922,456PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$34,510,375CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$75,841,512PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$79,957,475CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$266,107PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$71,689CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$8,455,360CYTotalFundraisingExpenseAmt
PY Other Expenses$70,409,617PYOtherExpensesAmt
CY Other Expenses$74,945,350CYOtherExpensesAmt
PY Total Expenses$178,439,692PYTotalExpensesAmt
CY Total Expenses$189,484,889CYTotalExpensesAmt
PY Revenues Less Expenses$21,215,184PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$86,026,220CYRevenuesLessExpensesAmt
Total Assets BOY$2,509,752,885TotalAssetsBOYAmt
Total Assets EOY$2,818,129,750TotalAssetsEOYAmt
Total Liabilities BOY$308,569,673TotalLiabilitiesBOYAmt
Total Liabilities EOY$315,272,371TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,201,183,212NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,502,857,379NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThrough close ties among a diverse group of faculty, staff and classmates, Pomona seeks to inspire students to engage in the probing inquiry and creative learning that will enable them to identify and address their intellectual passions. CONTINUED SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$95,529,823ExpenseAmt
Grant$34,510,375GrantAmt
Revenue$91,365,914RevenueAmt
DescInstruction & Research: RANKED IN 2013 AS THE NO. 2 COLLEGE IN THE NATION BY FORBES, 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$27,428,752ExpenseAmt
Revenue$832,577RevenueAmt
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$18,851,733ExpenseAmt
Revenue$34,355RevenueAmt
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

FieldValueIRS element (for citing)
Expense$28,494,804ExpenseAmt
Grant$0GrantAmt
Revenue$184,066RevenueAmt
DescOTHER-PUBLIC SERVICEDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$28,494,804TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$184,066TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$170,305,112TotalProgramServiceExpensesAmt
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 FundraisingYes (true)ProfessionalFundraisingInd
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 Document569IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2750EmployeeCnt
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 OffalseForm8282PropertyDisposedOfInd
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 Members36GoverningBodyVotingMembersCnt
Independent Voting Member35IndependentVotingMemberCnt
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 AVENUEAddressLine1
CityCLAREMONTCity
StateCAState
ZIP Code917114434ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (57 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
JEANNE M BUCKLEY
TRUSTEE/BOARD CHAIR5.01.0Yes (X)Yes (X)$0$0$0
CRAIG WRENCH
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
SAMUEL GLICK
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
JOEL A FEUER
TRUSTEE/BOARD VICE CHAIR3.00.0Yes (X)Yes (X)$0$0$0
PAUL F ECKSTEIN
TRUSTEE/BOARD VICE CHAIR3.00.0Yes (X)Yes (X)$0$0$0
ANDREW F BARTH
TRUSTEE/BOARD VICE CHAIR3.00.0Yes (X)Yes (X)$0$0$0
LIBBY G ARMINTROUT
TRUSTEE2.00.0Yes (X)$0$0$0
JANET INSKEEP BENTON
TRUSTEE2.00.0Yes (X)$0$0$0
PETER G SASAKI
TRUSTEE2.00.0Yes (X)$0$0$0
STEPHEN B LOEB
TRUSTEE2.00.0Yes (X)$0$0$0
TYSON THOMAS
TRUSTEE2.00.0Yes (X)$0$0$0
W BENTON BOONE
TRUSTEE-retired 6/30/142.00.0Yes (X)$0$0$0
ALISON REMPEL BROWN
TRUSTEE2.00.0Yes (X)$0$0$0
LOUISE HENRY BRYSON
TRUSTEE2.00.0Yes (X)$0$0$0
BERNARD CHAN
TRUSTEE2.00.0Yes (X)$0$0$0
CHRISTOPHER P DIALYNAS
TRUSTEE2.00.0Yes (X)$0$0$0
A REDMOND DOMS
TRUSTEE-retired 6/30/142.00.0Yes (X)$0$0$0
SCOTT GREEN
TRUSTEE2.00.0Yes (X)$0$0$0
TERRANCE G HODEL
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
D SCOTT OLIVET
TRUSTEE2.00.0Yes (X)$0$0$0
MARYLYN P PAULEY
TRUSTEE2.00.0Yes (X)$0$0$0
JASON ROSENTHAL
TRUSTEE2.00.0Yes (X)$0$0$0
FRANCINE SCINTO
TRUSTEE2.00.0Yes (X)$0$0$0
R CARLTON SEAVER
TRUSTEE2.00.0Yes (X)$0$0$0
MICHAEL S SEGAL
TRUSTEE2.00.0Yes (X)$0$0$0
STEWART R SMITH
TRUSTEE2.00.0Yes (X)$0$0$0
BRYAN WHITE
TRUSTEE2.00.0Yes (X)$0$0$0
JENNIFER WILCOX
TRUSTEE2.00.0Yes (X)$0$0$0
EILEEN WILSON-OYELARAN
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
LASZLO BOCK
TRUSTEE2.00.0Yes (X)$0$0$0
DAVID W OXTOBY
PRESIDENT40.01.0Yes (X)Yes (X)$466,488$0$96,337
PAMELA BESNARD
VP OF ADVANCEMENT40.00.0Yes (X)$180,625$0$47,087
TERESA SHAW
SECRETARY TO BOARD; PRES ASST40.00.0Yes (X)$125,048$0$13,908
KAREN SISSON
VP TREASURER40.00.0Yes (X)$275,160$0$46,492
MIRIAM FELDBLUM
VP DEAN OF STUDENTS40.00.0Yes (X)$196,784$0$72,616
CHRISTOPHER ALLEN
VP DEAN OF ADMISSIONS40.00.0Yes (X)$234,241$0$34,150
MARGARET ADORNO
REGISTRAR40.00.0Yes (X)$119,700$0$17,768
JANICE HUDGINGS
DEAN OF COLLEGE40.00.0Yes (X)$124,204$0$65,921
DAMARIS HANKINS
ASST SECRETARY40.00.0Yes (X)$44,448$0$17,061
STEPHANIE NAVARRO
ASST SECRETARY40.00.0Yes (X)$60,209$0$31,540
JANIS MOORMANN
ASST TREASURER40.00.0Yes (X)$115,194$0$23,523
DANA WOOD
ASST TREASURER40.00.0Yes (X)$116,731$0$22,648
RICHARD FASS
VP OF PLANNING OFFICE40.00.0$216,329$0$52,256Yes (X)
ROBERT ROBINSON
ASST VP OF FACILITIES40.00.0$190,307$0$38,284Yes (X)
MARY LOU WOODS
ASST VP/ASSOC TREAS40.00.0$177,923$0$42,809Yes (X)
DEBORAH BURKE
PROFESSOR40.00.0$220,944$0$25,564Yes (X)
GARY SMITH
PROFESSOR40.00.0$246,655$0$47,069Yes (X)
GARY KATES
PROFESSOR40.00.0$214,814$0$43,109Yes (X)
ELEANOR BROWN
PROFESSOR40.00.0$211,485$0$34,522Yes (X)
STEVE ERICKSON
PROFESSOR40.00.0$209,539$0$40,894Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,746,828TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$813,558TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K168IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
CAMBRIDGE ASSOCIATES LLC
PO BOX 10317UNIONDALENY115550317INVESTMENT FIRM$1,619,412
WELLINGTON TRUST COMPANY NA
PO BOX 13766NEWARKNJ071880766INVESTMENT FIRM$696,358
CURIALE HIRSCHFELD KRAEMER LLP
233 WILSHIRE BLVDSANA MONICACA90401ATTORNEY$691,656
RD OLSON CONSTRUCTION
2955 MAIN ST 3RD FLOORIRVINECA92614CONSTR CONTRACTOR$661,653
TORTOISE CAPITAL ADVISORS LLC
11550 ASH STREET SUITE 300LEAWOODKS66211INVESTMENT FIRM$351,639
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K16CntrctRcvdGreaterThan100KCnt
Federated Campaigns$4,730FederatedCampaignsAmt
Government Grants$2,317,062GovernmentGrantsAmt
All Other Contributions$32,556,919AllOtherContributionsAmt
Noncash Contributions$4,205,957NoncashContributionsAmt
Total Contributions$34,878,711TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES611710$70,619,069$70,619,069
ROOM AND BOARD611710$20,735,590$20,735,590
AUXILIARY & EDUCATIONAL SUPPORT611710$1,061,623$1,061,623
FieldValueIRS element (for citing)
Total Program Service Revenue$92,416,282TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,986,362TotalRevenueColumnAmt
Unrelated Business Revenue-$5,513,239UnrelatedBusinessRevenueAmt
Exclusion$16,499,601ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$229,002TotalRevenueColumnAmt
Exclusion$229,002ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,567,805RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$848,159RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$719,646RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$719,646TotalRevenueColumnAmt
Unrelated Business Revenue$554,956UnrelatedBusinessRevenueAmt
Exclusion$164,690ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$987,728,118SecuritiesAmt
Other$1,486,087OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$853,262,267SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$134,465,851SecuritiesAmt
Other$1,486,087OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$135,951,938TotalRevenueColumnAmt
Exclusion$135,951,938ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
CATERING & BANQUET REVENUE722320$291,232$630$290,602
FORFEITED FEE DEPOSITS900099$8,100$8,100
DUPLICATING REVENUE900099$11,673$11,673

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,163TotalRevenueColumnAmt
Exclusion$18,163ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$329,168OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$275,511,109TotalRevenueColumnAmt
Related Or Exempt Func Income$92,416,912RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$4,667,681UnrelatedBusinessRevenueAmt
Exclusion$152,883,167ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$33,174,121TotalAmt
Program Services$33,174,121ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,336,254TotalAmt
Program Services$1,336,254ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,957,462TotalAmt
Program Services$1,396,328ProgramServicesAmt
Management And General$1,846,433ManagementAndGeneralAmt
Fundraising$714,701FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$53,014TotalAmt
Fundraising$53,014FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$57,437,525TotalAmt
Program Services$52,679,032ProgramServicesAmt
Management And General$931,347ManagementAndGeneralAmt
Fundraising$3,827,146FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,568,732TotalAmt
Program Services$5,076,344ProgramServicesAmt
Management And General$93,135ManagementAndGeneralAmt
Fundraising$399,253FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,761,582TotalAmt
Program Services$7,118,812ProgramServicesAmt
Management And General$125,805ManagementAndGeneralAmt
Fundraising$516,965FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,179,160TotalAmt
Program Services$5,068,212ProgramServicesAmt
Management And General$86,967ManagementAndGeneralAmt
Fundraising$23,981FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$980,237TotalAmt
Program Services$877,440ProgramServicesAmt
Management And General$23,368ManagementAndGeneralAmt
Fundraising$79,429FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$335,997TotalAmt
Management And General$335,997ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$71,689TotalAmt
Fundraising$71,689FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,959,425TotalAmt
Management And General$3,959,425ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$13,103,606TotalAmt
Program Services$11,975,832ProgramServicesAmt
Management And General$500,333ManagementAndGeneralAmt
Fundraising$627,441FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$641,826TotalAmt
Program Services$498,852ProgramServicesAmt
Management And General$139ManagementAndGeneralAmt
Fundraising$142,835FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,784,241TotalAmt
Program Services$11,190,972ProgramServicesAmt
Management And General$468,073ManagementAndGeneralAmt
Fundraising$1,125,196FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,371,223TotalAmt
Program Services$2,213,947ProgramServicesAmt
Management And General$15,862ManagementAndGeneralAmt
Fundraising$141,414FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$10,912,437TotalAmt
Program Services$10,829,908ProgramServicesAmt
Management And General$26,325ManagementAndGeneralAmt
Fundraising$56,204FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,764,701TotalAmt
Program Services$2,161,276ProgramServicesAmt
Management And General$129,704ManagementAndGeneralAmt
Fundraising$473,721FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$264,429TotalAmt
Program Services$236,159ProgramServicesAmt
Management And General$10,687ManagementAndGeneralAmt
Fundraising$17,583FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$8,113,031TotalAmt
Program Services$8,113,031ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$14,952,362TotalAmt
Program Services$14,851,769ProgramServicesAmt
Management And General$33,031ManagementAndGeneralAmt
Fundraising$67,562FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$432,751TotalAmt
Program Services$405,315ProgramServicesAmt
Management And General$9,009ManagementAndGeneralAmt
Fundraising$18,427FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
CHARITABLE GIFT ANNUITY PMT$2,103,131$2,103,131
EQUIPMENT$7,448$7,448
OTHER$1,218,505$25,646$1,094,060$98,799

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$189,484,889TotalAmt
Program Services$170,305,112ProgramServicesAmt
Management And General$10,724,417ManagementAndGeneralAmt
Fundraising$8,455,360FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$8,021BOYAmt
EOY$8,172EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$98,800,324BOYAmt
EOY$47,746,200EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$44,540,019BOYAmt
EOY$53,509,939EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,352,476BOYAmt
EOY$18,869,866EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$1,376,644BOYAmt
EOY$1,911,583EOYAmt

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$0BOYAmt
EOY$97,536EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,547,403BOYAmt
EOY$2,024,438EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$561,024,974LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$187,849,195LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$352,387,894BOYAmt
EOY$373,175,779EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$321,576,675BOYAmt
EOY$369,899,699EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,650,654,412BOYAmt
EOY$1,913,700,499EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$36,509,017BOYAmt
EOY$37,186,039EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,509,752,885BOYAmt
EOY$2,818,129,750EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$19,839,828BOYAmt
EOY$23,279,444EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,446,171BOYAmt
EOY$1,796,426EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$190,974,505BOYAmt
EOY$192,246,192EOYAmt

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$96,309,169BOYAmt
EOY$97,950,309EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$308,569,673BOYAmt
EOY$315,272,371EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,073,567,441BOYAmt
EOY$1,209,516,387EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$795,685,013BOYAmt
EOY$944,196,756EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$331,930,758BOYAmt
EOY$349,144,236EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,201,183,212BOYAmt
EOY$2,502,857,379EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,509,752,885BOYAmt
EOY$2,818,129,750EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$86,026,220ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$191,244,046NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$24,403,901OtherChangesInNetAssetsAmt
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$25,368,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,530,152CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,863,210CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,708,985CurrentTaxYearMinus1YearAmt
Current Tax Year$34,878,711CurrentTaxYearAmt
Total$135,349,058TotalAmt

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$25,368,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,530,152CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,863,210CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,708,985CurrentTaxYearMinus1YearAmt
Current Tax Year$34,878,711CurrentTaxYearAmt
Total$135,349,058TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$12,834,722SubstantialContributorsTotAmt
Public Support Total170$122,514,336PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,480,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,394,728CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$67,124,324CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,203,758CurrentTaxYearMinus1YearAmt
Current Tax Year$11,334,227CurrentTaxYearAmt
Total$123,537,037TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$938,038CurrentTaxYearMinus3YearsAmt
Total$938,038TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$237,060CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$292,591CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$474,821CurrentTaxYearMinus1YearAmt
Current Tax Year$329,168CurrentTaxYearAmt
Total$1,333,640TotalAmt
FieldValueIRS element (for citing)
Total Support$261,157,773TotalSupportAmt
Gross Receipts Rltd Activities$418,919,983GrossReceiptsRltdActivitiesAmt
Public Support CY1700.46912PublicSupportCY170Pct
Public Support PY1700.49570PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support CY5090.00000PublicSupportCY509Pct

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$3,321OtherActivitiesAmt
Total Lobbying Expenditures$3,321TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceOTHER LOBBYING ACTIVITIESFormAndLineReferenceDesc
ExplanationPART II-B, LINE 1(I) THE ORGANIZATION PAID MEMBERSHIP DUES OF $3,798 TO NACUBO AND $16,976 IN DUES TO THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGE AND UNIVERSITIES, WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. OF THESE AMOUNTS, $3,321 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$1,823,441,482BeginningYearBalanceAmt
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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,700,454,506BeginningYearBalanceAmt
Contributions$11,291,840ContributionsAmt
Investment Earnings Or Losses$32,915,985InvestmentEarningsOrLossesAmt
Grants Or Scholarships$29,014,695GrantsOrScholarshipsAmt
Other Expenditures$31,509,422OtherExpendituresAmt
Administrative Expenses$4,497,850AdministrativeExpensesAmt
End Year Balance$1,679,640,364EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,454,834,506BeginningYearBalanceAmt
Contributions$16,786,752ContributionsAmt
Investment Earnings Or Losses$297,388,042InvestmentEarningsOrLossesAmt
Grants Or Scholarships$26,897,738GrantsOrScholarshipsAmt
Other Expenditures$37,450,459OtherExpendituresAmt
Administrative Expenses$4,206,597AdministrativeExpensesAmt
End Year Balance$1,700,454,506EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,340,402,250BeginningYearBalanceAmt
Contributions$26,434,588ContributionsAmt
Investment Earnings Or Losses$169,589,920InvestmentEarningsOrLossesAmt
Grants Or Scholarships$25,822,164GrantsOrScholarshipsAmt
Other Expenditures$51,857,374OtherExpendituresAmt
Administrative Expenses$3,912,714AdministrativeExpensesAmt
End Year Balance$1,454,834,506EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.44405BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.41134PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.14461TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,516,066OtherCostOrOtherBasisAmt
Book Value$6,516,066BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$438,273,817OtherCostOrOtherBasisAmt
Depreciation$127,328,947DepreciationAmt
Book Value$310,944,870BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$45,043,208OtherCostOrOtherBasisAmt
Depreciation$40,038,494DepreciationAmt
Book Value$5,004,714BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$71,191,883OtherCostOrOtherBasisAmt
Depreciation$20,481,754DepreciationAmt
Book Value$50,710,129BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$373,175,779TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (9 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
US EQUITY$258,608,564F
NON US EQUITY$228,910,874F
EMERGING MARKETS$131,971,262F
FIXED INCOME$170,016,393F
VENTURE CAPITAL$241,566,393F
PRIVATE EQUITY$154,362,992F
ABSOLUTE RETURN$497,951,193F
REAL ASSETS$218,191,226F
OTHER$12,121,602F
FieldValueIRS element (for citing)
Total Book Value Securities$1,913,700,499TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
LIFE INCOME ANNUITIES PAYABLE$75,939,712
FUNDS HELD IN TRUST FOR OTHERS$12,246,840
GOV'T STUDENT LOAN ADVANCES$4,834,757
LEASE OBLIGATION$2,095,234
ASSET RETIREMENT LIABILITY$2,833,766
FieldValueIRS element (for citing)
Total Liability$97,950,309TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$453,051,727TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$191,244,046NetUnrealizedGainsInvstAmt
Other Revenue$24,726,167OtherRevenueAmt
Revenue Not Reported$215,970,213RevenueNotReportedAmt
Revenue Subtotal$237,081,514RevenueSubtotalAmt
Investment Expenses Not Incld$4,450,322InvestmentExpensesNotIncldAmt
Other Revenues Not Included$33,979,273OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$38,429,595RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$275,511,109TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$151,377,560TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$322,266OtherExpensesIncludedAmt
Expenses Not Reported$322,266ExpensesNotReportedAmt
Expenses Subtotal$151,055,294ExpensesSubtotalAmt
Investment Expenses Not Incld2$4,450,322InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$33,979,273OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$38,429,595ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$189,484,889TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DISCLOSURE FOR MAINTAINING COLLECTIONS OF ART, HISTORICAL TREASURES, OROTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH 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 COLLECTIONSPART 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.
DISCLOSURE FOR INTENDED USE OF ENDOWMENT FUNDSPART 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 SEPTEMBER 30TH OF THE PRECEDING FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. THESE FUNDS ARE USED TO FURTHER THE EDUCATIONAL MISSION OF THE COLLEGE.
FIN 48 DISCLOSUREPART X, FIN 48 THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH GAAP PRESCRIBES FOR ALL ENTITIES, INCLUDING PASS-THROUGH ENTITIES, MINIMUM THRESHOLDS FOR FINANCIAL STATEMENT RECOGNITION OF A POSITION TAKEN IN FILING TAX RETURNS (INCLUDING WHETHER AN ENTITY IS TAXABLE IN A PARTICULAR JURISDICTION) AND REQUIRES CERTAIN EXPANDED TAX DISCLOSURES. NO SUCH UNCERTAIN TAX POSITIONS EXIST FOR THE COLLEGE AT JUNE 30, 2014 AND 2013. THE COLLEGE FILES INCOME TAX RETURNS IN THE U.S. FEDERAL AND THE STATE OF CALIFORNIA JURISDICTIONS, AND IS NO LONGER SUBJECT TO FEDERAL AND STATE INCOME TAX EXAMINATION FOR TAX YEARS BEFORE 2008 AND 2007, RESPECTIVELY.
REVENUE ON BOOKS NOT ON RETURNPART XI, LINE 2D Changes in actuarially determined gift liabilities 23,883,916 Unrealized comprehensive gain on staff retirement plan 508,475 Rental Expenses Reported Net on Form 990 322,266 Indirect Cost Adjustment 11,510 --------------- Total: 24,726,167
REVENUE ON RETURN NOT ON BOOKSPART XI, LINE 4B Student Financial Aid Reported Gross on Form 990 33,971,825 In-Kind Donation Reported on Form 990 7,448 --------------- Total: 33,979,273
EXPENSE ON BOOKS NOT ON RETURNPART XII, 2D Rental Expenses Reported Net on Form 990 322,266
EXPENSE ON RETURN NOT ON BOOKSPART XII, 4B Student Financial Aid Reported Gross on Form 990 33,971,825 In-Kind Donation Reported on Form 990 7,448 ------------- Total: 33,979,273

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 SOLICITATIONSCHEDULE 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 AGENCIESSCHEDULE 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 (21 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmtEmployeeEmployeeCnt
Sub-Saharan AfricaGrantmakingFINANCIAL AID$399,609
East Asia and the PacificGrantmakingFINANCIAL AID$465,993
Central America and the CaribbeanGrantmakingFINANCIAL AID$138,779
Europe (Including Iceland and Greenland)GrantmakingFINANCIAL AID$139,918
South AsiaGrantmakingFINANCIAL AID$133,808
North AmericaGrantmakingFINANCIAL AID$58,147
Sub-Saharan AfricaProgram ServicesSTUDY ABROAD DIR EXP$164,009
East Asia and the PacificProgram ServicesSTUDY ABROAD DIR EXP$889,465
Central America and the CaribbeanProgram ServicesSTUDY ABROAD DIR EXP$98,495
Europe (Including Iceland and Greenland)Program ServicesSTUDY ABROAD DIR EXP$1,971,2275
Middle East and North AfricaProgram ServicesSTUDY ABROAD DIR EXP$193,864
South AmericaProgram ServicesSTUDY ABROAD DIR EXP$344,512
South AsiaProgram ServicesSTUDY ABROAD DIR EXP$113,640
Sub-Saharan AfricaProgram ServicesSTUDY ABROAD OTHER EXP$185,820
East Asia and the PacificProgram ServicesSTUDY ABROAD OTHER EXP$111,728
Central America and the CaribbeanProgram ServicesSTUDY ABROAD OTHER EXP$19,473
Europe (Including Iceland and Greenland)Program ServicesSTUDY ABROAD OTHER EXP$465,079
Middle East and North AfricaProgram ServicesSTUDY ABROAD OTHER EXP$23,148
Russia and the Newly Independent StatesProgram ServicesSTUDY ABROAD OTHER EXP$13,695
South AmericaProgram ServicesSTUDY ABROAD OTHER EXP$30,003
South AsiaProgram ServicesSTUDY ABROAD OTHER EXP$65,581
FieldValueIRS element (for citing)
Subtotal Employees5SubtotalEmployeesCnt
Total Employee5TotalEmployeeCnt
Subtotal Spent$5,893,566SubtotalSpentAmt
Continuation Spent$132,427ContinuationSpentAmt
Total Spent$6,025,993TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
FINANCIAL AIDSub-Saharan Africa8$399,609CHECK/WIREN/AN/A
FINANCIAL AIDEast Asia and the Pacific14$465,993CHECK/WIREN/AN/A
FINANCIAL AIDCentral America and the Caribbean3$138,779CHECK/WIREN/AN/A
FINANCIAL AIDEurope (Including Iceland and Greenland)5$139,918CHECK/WIREN/AN/A
FINANCIAL AIDSouth Asia3$133,808CHECK/WIREN/AN/A
FINANCIAL AIDNorth America1$58,147CHECK/WIREN/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
SCHEDULE F, PART I, LINE 2THE 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.
SCHEDULE F, PART I, LINE 3(F)ACCOUNTING BASIS FOR REPORTING EXPENDITURES REPORTED IN COLUMN (F) ARE REPORTED IN U.S. DOLLARS ON THE ACCRUAL BASIS OF ACCOUNTING.
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.
SCHEDULE F, PART III, COLUMN (D)ACCOUNTING BASIS FOR REPORTING CASH GRANTS REPORTED IN COLUMN (D) ARE REPORTED IN U.S. DOLLARS ON THE ACCRUAL BASIS OF ACCOUNTING.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonMARTS LUNDY INCPersonNm
ActivityDESIGN CAMPAIGNActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$71,689RetainedByContractorAmt
Net To Organization$0NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$71,689TotalRetainedByContractorsAmt
Total Net To Organization$0TotalNetToOrganizationAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2b, column (i)FormAndLineReferenceDesc
ExplanationMarts & Lundy, Inc. Address 1200 Wall Street West Lyndhurst, NJ 07071ExplanationTxt

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
INST. AID & GRANTS TO STUDENTS OF POMONA COLLEGE910$31,988,580N/AN/A
OTHER GRANTS AND AWARDS GIVEN TO STUDENTS528$646,991N/AN/A
RESEARCH AWARDS & OTHER STUDENT ASSIST323$538,550N/AN/A

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE I, PART I, LINE 2ADMISSION 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.
SCHEDULE I, PART IIIIn addition to the $33,635,571 of grants and other assistance to individuals in the united states that was included in the audited financial statements, an additional $538,550 of financial aid, which includes emergency student assistance, HBD Graduate scholars, national merit scholarships and research awards, is included on Schedule I and Part IX, Statement of Functional Expenses.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
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 (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred 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$425,438$0$0$0$41,050$0$29,606$0$66,731$0$562,825$0$0$0
PAMELA BESNARD
VP OF ADVANCEMENT$180,625$0$0$0$0$0$14,856$0$32,231$0$227,712$0$0$0
KAREN SISSON
VP TREASURER$275,160$0$0$0$0$0$29,539$0$16,953$0$321,652$0$0$0
MIRIAM FELDBLUM
VP DEAN OF STUDENTS$174,284$0$0$0$22,500$0$22,260$0$50,356$0$269,400$0$0$0
CHRISTOPHER ALLEN
VP DEAN OF ADMISSIONS$198,292$0$0$0$35,949$0$26,468$0$7,682$0$268,391$0$0$0
JANICE HUDGINGS
DEAN OF COLLEGE$124,204$0$0$0$0$0$19,435$0$46,486$0$190,125$0$0$0
RICHARD FASS
VP OF PLANNING OFFICE$172,829$0$0$0$43,500$0$31,836$0$20,420$0$268,585$0$0$0
ROBERT ROBINSON
ASST VP OF FACILITIES$186,702$0$0$0$3,605$0$27,799$0$10,485$0$228,591$0$0$0
MARY LOU WOODS
ASST VP/ASSOC TREAS$177,923$0$0$0$0$0$26,714$0$16,095$0$220,732$0$0$0
DEBORAH BURKE
PROFESSOR$220,944$0$0$0$0$0$24,990$0$574$0$246,508$0$0$0
GARY SMITH
PROFESSOR$246,655$0$0$0$0$0$29,107$0$17,962$0$293,724$0$0$0
GARY KATES
PROFESSOR$179,664$0$0$0$35,150$0$24,593$0$18,516$0$257,923$0$0$0
ELEANOR BROWN
PROFESSOR$170,985$0$0$0$40,500$0$24,019$0$10,503$0$246,007$0$0$0
STEVE ERICKSON
PROFESSOR$209,539$0$0$0$0$0$23,919$0$16,975$0$250,433$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCHEDULE J, PART I, LINE 1AFORM 990, SCHEDULE J, PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE PER THE EMPLOYMENT CONTRACTS FOR THE PRESIDENT, VICE PRESIDENT/DEAN OF THE COLLEGE AND DEAN OF STUmDENTS, 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. FORM 990, SCHEDULE J, PART I, LINE 1A HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES 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.
FORM 990, SCHEDULE J, PART I, LINE 1BTHE ITEMS LISTED ABOVE ARE PROVIDED IN CONNECTION WITH THE EMPLOYMENT CONTRACTS OF THE INDIVIDUALS AS APPROVED BY THE BOARD.

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$1,185,000$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 OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0.000000.000000.00000falsefalsefalseYes (true)
Bfalsefalsefalsefalse0.000000.000000.00000falsefalsefalseYes (true)
Cfalsefalsefalsefalse0.000000.000000.00000falsefalsefalseYes (true)
Dfalsefalsefalsefalse0.000000.000000.00000falsefalsefalseYes (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/BusinessNameLine1Term 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 1999B BONDS.
PART I, ROW C, COLUMN (F)$5,987,106 OF THE PROCEEDS OF THE 2009 BONDS WERE USED TO ADVANCE REFUND $5,825,000 OF THE 1999 BONDS. $27,048,890 OF THE PROCEEDS OF THE 2009 BONDS WERE USED TO CURRENT REFUND $27,040,000 OF THE 2005B BONDS. $34,036,186 OF THE PROCEEDS OF THE 2009 BONDS WERE USED TO CURRENT REFUND $34,025,000 OF THE 2008B BONDS.
PART I, ROW D, COLUMN (F)$7,740,674 OF THE PROCEEDS OF THE 2011 BONDS WERE USED TO CURRENT REFUND $7,700,000 OF THE 2001 BONDS.
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)6/16/10
PART IV, LINE 2C, COLUMN (C)6/17/11

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 AuthorityBusinessNameLine1
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$799,763CapitalExpendituresAmt
Other Spent Proceeds$137,737OtherSpentProceedsAmt
Unspent$24,000,000UnspentAmt
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 Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
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 Line10BusinessNameLine1
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1
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 From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
Robert Robinson
key employeerelocation loansYes (X)$550,000$496,318falseYes (true)Yes (true)
Gary Kates
highest comp emprelocation loansYes (X)$555,000$493,868falseYes (true)Yes (true)
Christopher Allen
officerrelocation loansYes (X)$398,050$376,602falseYes (true)Yes (true)
Pamela Besnard
officerrelocation loansYes (X)$555,000$544,795falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$1,911,583TotalBalanceDueAmt

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$53,014TransactionAmt
TransactionSALARY AND BENEFITSTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
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
Contribution87ContributionCnt
Noncash Contributions Rpt F990$4,198,509NoncashContributionsRptF990Amt
Method Of Determining Revenuesavg price val 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 OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescCOMPUTER EQUIPMENTDesc
Contribution16ContributionCnt
Noncash Contributions Rpt F990$7,448NoncashContributionsRptF990Amt
Method Of Determining RevenuesRETAIL VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTEDSCHEDULE 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 CONTRIBUTIONSSCHEDULE M, LINE 32B ANY GIFT OF UNNEEDED PERSONAL OR REAL PROPERTY IS SOLD BY PROFESSIONAL REPRESENTATIVES. BROKERS ARE USED TO FACILITATE THE SALE OF SECURITIES.
TYPES OF PROPERTY RECEIVED FOR NONCASH CONTRIBUTIONSSCHEDULE 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 This experience will continue to guide their contributions as the next generation of leaders, scholars, artists, entrepreneurs and citizens to fulfill the vision of Pomona's 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 WAS RANKED #8 ON FORBES 2014 LIST OF AMERICA'S TOP COLLEGES AND #6 ON THE 2014 U.S. NEWS AND WORLD REPORT RANKINGS FOR TOP LIBERAL ARTS COLLEGES. 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 15 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 PLANNING, 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 2013.
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 23,883,916 Unrealized comprehensive gain on staff retirement 508,475 INDIRECT COST ADJUSTMENT 11,510 ---------------- Total Change: 24,403,901

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CLAREMONT UNIVERSITY CONSORTIUMBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 S MILLS AVEAddressLine1
CityCLAREMONTCity
StateCAState
ZIP Code91711ZIPCode
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 Line1NABusinessNameLine1
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Entity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
Charitable Remainder Trust (119)
CRTCANATrust$0$00.00000Yes (true)
Pooled Income Fund (2)
Pooled InterestCANATrust$0$00.00000Yes (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$396,240CASH& STOCK REC
CHARITABLE GIFT ANNUITIES
R$2,103,131CASH PAID

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