OCCIDENTAL COLLEGE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OCCIDENTAL COLLEGE (EIN 95-1667177)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-13
- IRS object ID
- 201311339349303031
- Schema version
- 2011v1.5
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T16:48:47-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 WEST MARCH LANE SUITE 100 | AddressLine1 |
| City | STOCKTON | City |
| State | CA | State |
| ZIP Code | 952192303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951667177 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OCCIDENTAL COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OCCI | NameControl |
| Phone | 3232591417 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 CAMPUS ROAD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90041 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMOS R HIMMELSTEIN | Name |
| Title | VP FINANCE/PLANNING | Title |
| Phone | 3232591417 | Phone |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TRACY S PAGLIA | Name |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JONATHAN VEITCH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 CAMPUS ROAD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90041 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 333629166 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OXY.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1887 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE STUDENTS WITH A TOTAL EDUCATIONAL EXPERIENCE OF THE HIGHEST QUALITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 42 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 39 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2554 | TotalNbrEmployees |
| Total Nbr Volunteers | 705 | TotalNbrVolunteers |
| Total Gross UBI | 293512 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -686047 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 24241970 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 20676161 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 105508686 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 113577946 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 16363483 | InvestmentIncomePriorYear |
| Investment Income Current Year | 23229891 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 146114139 | TotalRevenuePriorYear |
| Total Revenue Current Year | 157483998 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 35108737 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 38598408 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 58819082 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 60199941 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 6973912 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 41306357 | OtherExpensePriorYear |
| Other Expenses Current Year | 42844900 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 135234176 | TotalExpensesPriorYear |
| Total Expenses Current Year | 141643249 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 10879963 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 15840749 | RevenuesLessExpensesCY |
| Total Assets BOY | 592890493 | TotalAssetsBOY |
| Total Assets EOY | 586642099 | TotalAssetsEOY |
| Total Liabilities BOY | 124803349 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 124166871 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 468087144 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 462475228 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE OTHE MISSION OF OCCIDENTAL COLLEGE IS TO PROVIDE A GIFTED AND DIVERSE GROUP OF STUDENTS WITH A TOTAL EDUCATIONAL EXPERIENCE OF THE HIGHEST QUALITY - ONE THAT PREPARES THEM FOR LEADERSHIP IN AN INCREASINGLY COMPLEX, INTERDEPENDENT AND PLURALISTIC WORLD. THE DISTINCTIVE INTERDISCIPLINARY AND MULTICULTURAL FOCUS OF THE COLLEGE'S ACADEMIC PROGRAM SEEKS TO FOSTER BOTH THE FULFILLMENT OF INDIVIDUAL ASPIRATIONS AND A DEEPLY ROOTED COMMITMENT TO THE PUBLIC GOOD. THIS MISSION IS ANCHORED BY FOUR CORNERSTONES: EXCELLENCE, EQUITY, COMMUNITY AND SERVICE. THESE BUILDING BLOCKS, IN ONE FORM OR ANOTHER, HAVE LONG BEEN THE BASIS FOR THE COLLEGE'S COMMITMENT TO PROVIDING RESPONSIBLE LEADERS AND CITIZENS FOR OUR DEMOCRATIC SOCIETY. CHOOSING THEM TO SUPPORT THE FUTURE HELPS TO ENSURE THAT THE COLLEGE REMAINS TRUE TO ITS MISSION WHILE ADAPTING TO A CHANGING WORLD. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 89740815 | Expense |
| Grants | 37990142 | Grants |
| Revenue | 90004284 | Revenue |
| Description | SEE SCHEDULE OACADEMIC PROGRAM:AS THE FIRST AND STILL ONLY COLLEGE OF THE LIBERAL ARTS AND SCIENCES IN THE CITY OF LOS ANGELES, OCCIDENTAL'S ACADEMIC PROGRAM IS ESSENTIAL TO ITS EDUCATIONAL MISSION. OCCIDENTAL'S 30 ACADEMIC DEPARTMENTS OFFER 36 MAJORS AND MINORS IN THE SCIENCES, ARTS, HUMANITIES AND SOCIAL SCIENCES (30 MAJORS AND 6 PROGRAMS THAT ARE MINORS ONLY). AS AT ALL COLLEGES, THIS IS A LABOR-INTENSIVE MISSION. OCCIDENTAL EMPLOYS 182 FULL-TIME AND 21 PART-TIME FACULTY TO TEACH AND MENTOR ITS STUDENTS. IN ADDITION TO CLASSES TAUGHT AT OCCIDENTAL, THE COLLEGE ALSO SUPPORTS A PROGRAM OF WHAT IT TERMS COMMUNITY-BASED LEARNING, WHICH TIES SERVICE LEARNING DIRECTLY TO THE CURRICULUM, ONE OF THE COUNTRY'S BEST UNDERGRADUATE RESEARCH PROGRAMS; AN ACADEMICALLY RIGOROUS STUDY ABROAD PROGRAM WITH COMPETITIVE ADMISSION; AND A UNITED NATIONS PROGRAM IN NEW YORK THAT COMBINES ACADEMIC COURSE WORK WITH INTERNSHIPS. OCCIDENTAL ALSO PROVIDES PROGRAMS TO HELP STUDENTS IMPROVE WRITING, RESEARCH, AND OTHER ACADEMIC SKILLS; ASSIST STUDENTS WITH LEARNING AND PHYSICAL CHALLENGES; AND HELPS FACULTY IDENTIFY AND PROMOTE EFFECTIVE TEACHING METHODS. IN SUPPORT OF ITS ACADEMIC PROGRAMS, OCCIDENTAL OPERATES A LIBRARY FULLY EQUIPPED WITH PRINT AND DIGITAL RESOURCES OPEN SEVEN DAYS A WEEK DURING THE ACADEMIC YEAR, A CAMPUS COMPUTER NETWORK, SERVER SYSTEM AND WIDE ARRAY OF HARDWARE AND SOFTWARE, SCIENCE LABRATORIES, ART STUDIOS, THEATER SPACE, MUSIC REHEARSAL AND PERFORMANCE SPACES, AND VIDEO AND FILM EQUIPMENT. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 28682935 | Expense |
| Grants | 76357 | Grants |
| Revenue | 22003048 | Revenue |
| Description | SEE SCHEDULE OCO-CURRICULAR PROGRAM:AS AN INTENTIONALLY RESIDENTIAL COLLEGE OF THE LIBERAL ARTS AND SCIENCES, OCCIDENTAL REGARDS THE INTERACTION BETWEEN STUDENTS, FACULTY AND STAFF, AND BETWEEN STUDENTS THEMSELVES OUTSIDE THE CLASSROOM AS AN ESSENTIAL PART OF A LIBERAL ARTS EDUCATION THAT EDUCATES THE WHOLE STUDENT. OCCIDENTAL STUDENTS ARE REQUIRED TO LIVE ON CAMPUS FOR THEIR FIRST THREE YEARS, AND ALMOST 80 PERCENT OF STUDENTS CURRENTLY RESIDE IN COLLEGE RESIDENCE HALLS. THE RESIDENCE LIFE OFFICE STAFFS THE COLLEGE'S 13 RESIDENCE HALLS AND TOGETHER WITH THE OFFICE OF STUDENT AFFAIRS OFFERS A WIDE VARIETY OF CO-CURRICULAR PROGRAMMING FOR STUDENTS. STUDENT AFFAIRS ALSO SUPPORTS STUDENT GOVERNMENT AND MORE THAN 80 OTHER STUDENT CLUBS AND ORGANIZATIONS, ALL OF WHICH PROVIDE OPPORTUNITIES FOR THE DEVELOPMENT OF STUDENT LEADERSHIP AND INITIATIVE. THROUGHOUT ITS HISTORY, OCCIDENTAL HAS REGARDED ATHLETICS AS AN ESSENTIAL CO-CURRICULAR PROGRAM. A FOUNDER OF INTERCOLLEGIATE ATHLETIC COMPETITION IN SOUTHERN CALIFORNIA, OCCIDENTAL OFFERS 21 INTERCOLLEGIATE SPORTS FOR MEN AND WOMEN AT THE NCAA DIVISION III LEVEL, AS WELL AS CLUB AND INTRAMURAL SPORTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4278535 | Expense |
| Grants | 531909 | Grants |
| Revenue | 338475 | Revenue |
| Description | SEE SCHEDULE OPUBLIC SERVICE:OCCIDENTAL'S FORMAL RECORD OF INSTITUTIONAL COMMUNITY SERVICE EXTENDS BACK ALMOST HALF A CENTURY TO THE FOUNDING OF ITS COMMUNITY LITERACY CENTER IN 1963 TO PROVIDE ONE-ON-ONE TUTORING TO LOCAL ELEMENTARY SCHOOL STUDENTS. OCCIDENTAL HAS BEEN NAMED TO THE PRESIDENT'S HONOR ROLL FOR FIVE CONSECUTIVE YEARS, AND WAS DESIGNATED A COMMUNITY ENGAGEMENT INSTITUTION BY THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING IN 2008. OCCIDENTAL'S UPWARD BOUND PROGRAM, LAUNCHED IN 1966 AS ONE OF THE COLLEGE ACCESS PROGRAM'S PILOT PROGRAMS, IS ONE OF THE LARGEST AND MOST SUCCESSFUL PROGRAMS IN CALIFORNIA. IT HAS BEEN EXPANDED INTO UNDERSERVED MIDDLE SCHOOLS IN NORTHEAST LOS ANGELES THROUGH OCCIDENTAL'S "GEAR UP" PARTNERSHIP WITH LOS ANGELES UNIFIED SCHOOL DISTRICT. THE COLLEGE'S CENTER FOR COMMUNITY BASED LEARNING AND URBAN AND ENVIRONMENTAL POLICY INSTITUTE COMBINE ACADEMIC AND OUTREACH PROGRAMS IN A NUMBER OF AREAS RANGING FROM IMPROVING HIGH SCHOOL GRADUATION RATES THROUGH THE DEVELOPMENT OF INNOVATIVE MATHEMATICS CURRICULA TO IMPROVING STUDENT NUTRITION AND SUPPORTING SMALL FAMILY FARMS THROUGH THE NATIONAL FARM TO SCHOOL PROGRAM. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 122702285 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3013 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2554 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 42 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 39 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BARBARA VALIENTE | NamePerson |
| Telephone Number | 3232591417 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 CAMPUS ROAD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90041 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (57 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JONATHAN VEITCH | |||||||
| PRESIDENT | 50.00 | X | X | 488651 | 0 | 149028 | |
| PETER ADAMSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID H ANDERSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PATRICIA LEBRE ALIREZA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CARL A BALLTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID W BERKUS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN G BRANCA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| EILEEN ANISGARTEN BROWN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHRISTOPHER C CALKINS | |||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| DON R CONLAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HECTOR DE LA TORRE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GLORIA C DUFFY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LOUISE EDGERTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ANNE CANNON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN R FARMER | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| GARY STEVEN FINDLEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| J EUGENE GRIGSBY III | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RONALD R HAHN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| FRED HAMEETMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| OCTAVIO HERRERA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN F HINCHLIFFE | |||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| JULIE DEES JOHNSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM M KAHANE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN KEISTER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BARBARA KEMP | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHARLENE CONRAD LIEBAU | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GORDON MACINNES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN MALLORY | |||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| JANET MCINTYRE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT H NEITHART | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOAN A PAYDEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN B POWER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| VALERIE REECE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEVEN R ROBINSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN D ROUNTREE | |||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| RICHARD RUGANI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JANETTE SADIK-KHAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CATHERINE YOUNG SELLECK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT A SKOTHEIM | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BERNARD J TYSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ANDREA L VAN DE KAMP | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHRISTOPHER VARELAS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PAUL RUBIN | |||||||
| TRUSTEE FROM 12/2010-10/2011 | 1.00 | X | 0 | 0 | 0 | ||
| IAN MCKINNON | |||||||
| TRUSTEE (TERM ENDED JANUARY 2012) | 1.00 | X | 0 | 0 | 0 | ||
| JORGE GONZALEZ | |||||||
| VP-ACADEMIC AFFAIRS/DEAN | 50.00 | X | 253492 | 0 | 36994 | ||
| MICHAEL GROENER | |||||||
| VP-ADMINISTRATION | 50.00 | X | 208987 | 0 | 38526 | ||
| BARBARA AVERY | |||||||
| VP-STUDENT AFFAIRS/DEAN | 50.00 | X | 187217 | 0 | 85157 | ||
| PAMELA ANN MCQUESTEN | |||||||
| VP-INFO. RESOURCES | 50.00 | X | 193181 | 0 | 42625 | ||
| AMOS R HIMMELSTEIN | |||||||
| TREASURER/VP FINANCE & PLANNING | 50.00 | X | 223080 | 0 | 29384 | ||
| DENNIS COLLINS | |||||||
| SENIOR VP-INSTITUTIONAL ADV. | 50.00 | X | 291849 | 0 | 31072 | ||
| ROZITA AFAR | |||||||
| SECRETARY OF THE BOARD | 50.00 | X | 107456 | 0 | 34087 | ||
| VINCE CUSEO | |||||||
| VP-ADMISSION & FINANCIAL AID | 50.00 | X | 177257 | 0 | 34172 | ||
| PHOEBE DEA | |||||||
| ASSOC. DEAN & CHEMISTRY PROFESSOR | 50.00 | 204379 | 0 | 21613 | X | ||
| ERIC FRANK | |||||||
| PROFESSOR, ART HISTORY & VISUAL ARTS | 50.00 | 215917 | 0 | 31284 | X | ||
| DEREK SHEARER | |||||||
| PROFESSOR, DIPLOMACY & WORLD AFFAIRS | 50.00 | 183375 | 0 | 27296 | X | ||
| CHRIS CRANEY | |||||||
| PROFESSOR, CHEMISTRY | 50.00 | 184726 | 0 | 26856 | X | ||
| IRENE GIRTON | |||||||
| ASSOC. DEAN OF THE COLLEGE | 50.00 | 185193 | 0 | 25359 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3104760 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 613453 | TotalOtherCompensation |
| Number Individuals GT100 K | 85 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| TOVEYSHULTZ CONSTRUCTION INC | |||||
| 18261 COLLIER AVE UNIT A | LAKE ELSINORE | CA | 92530 | GENERAL CONTRACTOR | 6344346 |
| HIGHLAND CONSTRUCTION AND MANAGEMENT | |||||
| 5000 EDENHURST | LOS ANGELES | CA | 90039 | GENERAL CONTRACTOR | 1576106 |
| GALLAGHER KOSTER | |||||
| 500 VICTORY ROAD | QUINCY | MA | 02171 | GENERAL CONTRACTOR | 1515463 |
| MARTIFER SOLAR | |||||
| 2040 ARMACOST | LOS ANGELES | CA | 90025 | GENERAL CONTRACTOR | 1224303 |
| TOWER GENERAL CONTRACTORS | |||||
| 10923 RANDALL | SUN VALLEY | CA | 91352 | GENERAL CONTRACTOR | 750892 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 21 | NumberOfContractorsGT100K |
| Government Grants | 3268968 | GovernmentGrants |
| All Other Contributions | 17407193 | AllOtherContributions |
| Noncash Contributions | 2545349 | NoncashContributions |
| Total Contributions | 20676161 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION AND FEES | 900099 | 89149193 | 89149193 | |
| ROOM AND BOARD | 900099 | 18693266 | 18693266 | |
| CONFERENCES AND EVENTS | 900099 | 1873700 | 641561 | 1232139 |
| BOOKSTORE | 900099 | 1399703 | 1399703 | |
| FOOD SERVICE | 900099 | 286213 | 286213 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2175871 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2175871 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 113577946 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6331373 | TotalRevenueColumn |
| Unrelated Business Revenue | -938627 | UnrelatedBusinessRevenue |
| Exclusion | $7,270,000 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 193043686 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 176145168 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16898518 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16898518 | TotalRevenueColumn |
| Exclusion | $16,898,518 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 157483998 | TotalRevenueColumn |
| Related Or Exempt Function Income | 112345807 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 293512 | UnrelatedBusinessRevenue |
| Exclusion | $24,168,518 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 471039 | Total |
| Program Services | 471039 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38127369 | Total |
| Program Services | 38127369 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2517564 | Total |
| Program Services | 766072 | ProgramServices |
| Management And General | 1510338 | ManagementAndGeneral |
| Fundraising | 241154 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208754 | Total |
| Program Services | 208754 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44085591 | Total |
| Program Services | 38523355 | ProgramServices |
| Management And General | 2425260 | ManagementAndGeneral |
| Fundraising | 3136976 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3506534 | Total |
| Program Services | 2997741 | ProgramServices |
| Management And General | 227904 | ManagementAndGeneral |
| Fundraising | 280889 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6721354 | Total |
| Program Services | 5667552 | ProgramServices |
| Management And General | 527699 | ManagementAndGeneral |
| Fundraising | 526103 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3160144 | Total |
| Program Services | 2624746 | ProgramServices |
| Management And General | 291628 | ManagementAndGeneral |
| Fundraising | 243770 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109584 | Total |
| Management And General | 109584 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250725 | Total |
| Management And General | 250725 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3827929 | Total |
| Management And General | 3827929 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4060988 | Total |
| Program Services | 2940472 | ProgramServices |
| Management And General | 412398 | ManagementAndGeneral |
| Fundraising | 708118 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79163 | Total |
| Program Services | 22385 | ProgramServices |
| Management And General | 12485 | ManagementAndGeneral |
| Fundraising | 44293 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5413480 | Total |
| Program Services | 4034460 | ProgramServices |
| Management And General | 432511 | ManagementAndGeneral |
| Fundraising | 946509 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1399597 | Total |
| Program Services | 1131350 | ProgramServices |
| Management And General | 33000 | ManagementAndGeneral |
| Fundraising | 235247 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2692911 | Total |
| Program Services | 2528685 | ProgramServices |
| Management And General | 164226 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1284457 | Total |
| Program Services | 1170114 | ProgramServices |
| Management And General | 50915 | ManagementAndGeneral |
| Fundraising | 63428 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 942005 | Total |
| Program Services | 572779 | ProgramServices |
| Management And General | 88836 | ManagementAndGeneral |
| Fundraising | 280390 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4090721 | Total |
| Program Services | 3982665 | ProgramServices |
| Management And General | 108056 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6409245 | Total |
| Program Services | 6096836 | ProgramServices |
| Management And General | 241314 | ManagementAndGeneral |
| Fundraising | 71095 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 627249 | Total |
| Program Services | 52296 | ProgramServices |
| Management And General | 573570 | ManagementAndGeneral |
| Fundraising | 1383 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| COST OF SALES | 4622723 | 4622723 | ||
| INTERNATIONAL PROGRAMS | 3746704 | 3746704 | ||
| DUES & SUBSCRIPTIONS | 944990 | 837295 | 70323 | 37372 |
| CAPITAL EXPENDITURES | 744304 | 703007 | 41297 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1598125 | Total |
| Program Services | 873886 | ProgramServices |
| Management And General | 567054 | ManagementAndGeneral |
| Fundraising | 157185 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141643249 | Total |
| Program Services | 122702285 | ProgramServices |
| Management And General | 11967052 | ManagementAndGeneral |
| Fundraising | 6973912 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4781007 | BOY |
| EOY | 5126313 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40207225 | BOY |
| EOY | 40852588 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11280502 | BOY |
| EOY | 10122849 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 529606 | BOY |
| EOY | 479619 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 534233 | BOY |
| EOY | 617026 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 208052 | BOY |
| EOY | 423086 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 237585591 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 80505185 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142534041 | BOY |
| EOY | 157080406 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 307898652 | BOY |
| EOY | 284669074 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48070174 | BOY |
| EOY | 51159465 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22223896 | BOY |
| EOY | 23118995 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14623105 | BOY |
| EOY | 12992678 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 592890493 | BOY |
| EOY | 586642099 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12930263 | BOY |
| EOY | 13740070 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4698378 | BOY |
| EOY | 5095869 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85125000 | BOY |
| EOY | 83450000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4167567 | BOY |
| EOY | 4167567 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17882141 | BOY |
| EOY | 17713365 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124803349 | BOY |
| EOY | 124166871 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134557615 | BOY |
| EOY | 136384919 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 190732089 | BOY |
| EOY | 178066163 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142797440 | BOY |
| EOY | 148024146 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 468087144 | BOY |
| EOY | 462475228 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 592890493 | BOY |
| EOY | 586642099 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 15840749 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -21452665 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $1 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 1 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | THE ORGANIZATION PAYS MEMBERSHIPS DUES TO MEMBER ORGANIZATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. THEREFORE, A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 342393345 | BeginningOfYearBalance |
| Contributions | 9543320 | Contributions |
| Investment Earnings Or Losses | 280756 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 8444692 | GrantsOrScholarships |
| Other Expenditures | 9437903 | OtherExpenditures |
| Administrative Expenses | 3614940 | AdministrativeExpenses |
| End Of Year Balance | 330719886 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 298890606 | BeginningOfYearBalance |
| Contributions | 5250937 | Contributions |
| Investment Earnings Or Losses | 59330921 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 8187431 | GrantsOrScholarships |
| Other Expenditures | 9236913 | OtherExpenditures |
| Administrative Expenses | 3654775 | AdministrativeExpenses |
| End Of Year Balance | 342393345 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 276460804 | BeginningOfYearBalance |
| Contributions | 1575099 | Contributions |
| Investment Earnings Or Losses | 41856335 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7752517 | GrantsOrScholarships |
| Other Expenditures | 9759667 | OtherExpenditures |
| Administrative Expenses | 3489448 | AdministrativeExpenses |
| End Of Year Balance | 298890606 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 356935132 | BeginningOfYearBalance |
| Contributions | 2595148 | Contributions |
| Investment Earnings Or Losses | -64158810 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7053833 | GrantsOrScholarships |
| Other Expenditures | 8527783 | OtherExpenditures |
| Administrative Expenses | 3329050 | AdministrativeExpenses |
| End Of Year Balance | 276460804 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.17010 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.37640 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.45350 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 964497 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 6338280 | OtherCostOrOtherBasis |
| Book Value | 7302777 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 180424637 | OtherCostOrOtherBasis |
| Depreciation | 66061623 | Depreciation |
| Book Value | 114363014 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19663374 | OtherCostOrOtherBasis |
| Depreciation | 14443562 | Depreciation |
| Book Value | 5219812 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 30194803 | OtherCostOrOtherBasis |
| Book Value | 30194803 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 157080406 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIVATE EQUITY & VENTURE CAPITAL | Description |
| Book Value | 51159465 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 51159465 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES PAYABLE | $13,277,802 |
| BONDS PREMIUM, NET | $1,606,378 |
| ASSET RETIREMENT OBLIGATION | $2,829,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 17713365 | TotalOfAmounts |
| Total Revenue | 157483998 | TotalRevenue |
| Total Expenses | 141643249 | TotalExpenses |
| Excess Or Deficit For Year | 15840749 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -21197136 | NetUnrealizedGLOnInvestments |
| Other | -$255,529 | OtherAmount |
| Total Adjustments | -21452665 | TotalAdjustments |
| Excess Or Deficit Per FS | -5611916 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 95197509 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -21197136 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -21197136 | RevenueNotRptdF990 |
| Revenue Subtotal | 116394645 | RevenueSubtotal |
| Investment Expenses Not Included | 3827929 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 37261424 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 41089353 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 157483998 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 100809425 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 100809425 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 3827929 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 37005895 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 40833824 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 141643249 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | COLLECTIONS, SUCH AS RARE BOOK AND WORKS OF ART, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE COLLEGE'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE BALANCE SHEETS. THESE COLLECTIONS ARE HELD SOLELY FOR THEIR POTENTIAL EDUCATIONAL VALUE OR HISTORICAL SIGNIFICANCE. MANAGEMENT HAS DETERMINED THAT THE COST TO ESTABLISH THE CURRENT MARKET VALUE IS DEEMED TO EXCEED THE BENEFIT AND THEREFORE THE COLLECTIONS WERE NOT ASSIGNED A VALUE FOR THE PURPOSE OF THE CAPITALIZATION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS HAVE BEEN RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT RELECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DEASCCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CATEGORY. | |
| PART III, LINE 4: | THE COLLEGE MAINTAINS COLLECTIONS OF ART FOR DISPLAY AND EDUCATIONAL PURPOSES. | |
| PART V, LINE 4: | THE COLLEGE'S ENDOWMENT FUNCTIONS TO SUPPORT STUDENT SCHOLARSHIPS, PROFESSORSHIPS, THE LIBRARY, VISITING SPEAKERS, AND OTHER GENERAL COLLEGE ACTIVITY. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | AS REQUIRED BY GAAP, THE COLLEGE HAS IDENTIFIED AND EVALUATED ITS SIGNIFICANT TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATION REMAIN OPEN AND HAS DETERMINED THAT THERE IS NO MATERIAL UNRECOGNIZED BENEFIT OR LIABILITY TO BE RECORDED. THE OPEN TAX YEARS ARE THE YEARS ENDED JUNE 30, 2008 THROUGH JUNE 30, 2012 FOR FEDERAL TAX PURPOSES AND THE YEARS ENDED JUNE 30, 2007 THROUGH JUNE 30, 2012 FOR CALIFORNIA TAX PURPOSES. THERE HAVE BEEN NO MATERIAL CHANGES IN UNRECOGNIZED BENEFITS AS OF JUNE 30, 2012, NOR ARE ANY MATERAL CHANGES ANTICIPATED IN THE TWELVE MONTHS FOLLOWING JUNE 20, 2012. THERE HAVE BEEN NO RELATED TAX PENALTIES OR INTEREST, WHICH WOULD BE CLASSIFIED AS A TAX EXPENSE IN THE STATEMENT OF ACTIVITIES. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN FAIR VALUE OF ASSETS HELD IN TRUST BY OTHERS -10,453. ANNUITIES ADJUSTMENT -245,076. TOTAL TO SCHEDULE D, PART XI, LINE 8: -255,529. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| ANNUITIES ADJUSTMENT 245,076. CHANGE IN FAIR VALUE OF ASSETS HELD IN TRUST BY OTHERS 10,453. FINANCIAL AID 37,005,895. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| FINANCIAL AID 37,005,895. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 1 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE COLLEGE ADVERTISES THE POLICY IN BROCHURES TO POTENTIAL STUDENTS AND ON THE COLLEGE'S WEBSITE. |
| EXPLANATION OF RACIAL DISCRIMINATION | SCHEDULE E, PART I, LINE 5 | GENERALLY, OCCIDENTAL COLLEGE AWARDS SCHOLARSHIPS AND OTHER FINANCIAL ASSISTANCE IN A WAY TO AFFIRM OUR MISSION, "TO PROVIDE A GIFTED AND DIVERSE GROUP OF STUDENTS WITH A TOTAL EDUCATIONAL EXPERIENCE OF THE HIGHEST QUALITY -- ONE THAT PREPARES THEM FOR LEADERSHIP IN AN INCREASINGLY COMPLEX, INTERDEPENT AND PLURALISTIC WORLD." IN PARTICULAR, THE ACHIEVEMENT AWARD IS USED TO ENSURE THAT OUR STUDENT POPULATION MAINTAINS AS ETHNICALLY DIVERSE POPULATION AS POSSIBLE, AND IN THIS CASE, THE AWARD MIGHT BE USED TO MAKE IT POSSIBLE TO INCREASE THE ATTENDANCE OF MINORITIES. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | OCCIDENTAL COLLEGE PARTICIPATES IN THE FEDERAL PELL GRANT, WORK STUDY PROGRAMS AND THE SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (10 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 136415 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 705529 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 2107411 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 102024 |
| RUSSIA & THE NEWLY INDEPENDENT STATES | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 13110 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 344619 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 68264 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 269332 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | 26980613 | |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | 3713109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 3746704 | SubtotalAmountSpent |
| Cont Amount Spent | 30693722 | ContAmountSpent |
| Total Amount Spent | 34440426 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| NATIONAL CENTER FOR APPROPRIATE TECHNOLOGY | ||||||||
| PO BOX 3838 | BUTTE | MT | 59701 | 810361047 | 501(C)(3) | 15198 | TO SUPPORT COMMUNITY BASED FOOD SYSTEMS, STRENGTHEN FAMILY FARMS, AND REDUCE CHILDHOOD OBESITY BY ESTABLISHING A VIABLE AND SUSTAINABLE FARM TO SCHOOL NETWORK. TO PROMOTE AND EXPAND THE FARM TO SCHOOL MOVEMENT AT THE STATE, REGIONAL, AND NATIONAL LEVELS. TO INCREASE THE STRENGTH AND REACH OF THE NATIONAL FOOD TO SCHOOL NETWORK THROUGH STRATEGIC PARTNERSHIPS AND A MEMBERSHIP PROGRAM. TO SYNERGIZE FARM TO SCHOOL EFFORTS, AND TO DEVELOP AN EXTERNAL COMMUNICATIONS PLAN. | |
| NEW NORTH FLORIDA COOPERATIVE ASSOC | ||||||||
| 3806 UNION ROAD | MARIANNA | FL | 32446 | 503388881 | 501(C)(3) | 20725 | TO INCREASE THE STRENGTH AND REACH OF THE NATIONAL FOOD TO SCHOOL NETWORK THROUGH STRATEGIC PARTNERSHIPS AND A MEMBERSHIP PROGRAM. TO SYNERGIZE FARM TO SCHOOL EFFORTS, AND TO DEVELOP AN EXTERNAL COMMUNICATIONS PLAN. | |
| UNIVERSITY OF WISCONSIN - MADISON | ||||||||
| DRAWER 538 | MILWAUKEE | WI | 53278 | 396006492 | 501(C)(3) | 17440 | TO SUPPORT COMMUNITY BASED FOOD SYSTEMS, STRENGTHEN FAMILY FARMS, AND REDUCE CHILDHOOD OBESITY BY ESTABLISHING A VIABLE AND SUSTAINABLE FARM TO SCHOOL NETWORK. TO PROMOTE AND EXPAND THE FARM TO SCHOOL MOVEMENT AT THE STATE, REGIONAL, AND NATIONAL LEVELS. | |
| VERMONT FOOD EDUCATION EVERY DAY - SHELBURNE FARMS | ||||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | 030229347 | 501(C)(3) | 20294 | TO INCREASE THE STRENGTH AND REACH OF THE NATIONAL FOOD TO SCHOOL NETWORK THROUGH STRATEGIC PARTNERSHIPS AND A MEMBERSHIP PROGRAM. TO SYNERGIZE FARM TO SCHOOL EFFORTS, AND TO DEVELOP AN EXTERNAL COMMUNICATIONS PLAN. | |
| FARM TO TABLE | ||||||||
| 618B PASEO DE PERALTA | SANTA FE | NM | 87501 | 850438238 | 501(C)(3) | 44241 | TO SUPPORT COMMUNITY BASED FOOD SYSTEMS, STRENGTHEN FAMILY FARMS, AND REDUCE CHILDHOOD OBESITY BY ESTABLISHING A VIABLE AND SUSTAINABLE FARM TO SCHOOL NETWORK. TO PROMOTE AND EXPAND THE FARM TO SCHOOL MOVEMENT AT THE STATE, REGIONAL, AND NATIONAL LEVELS. | |
| APPALACHIAN SUSTAINABLE AGRICULTURE | ||||||||
| 306 W HAYWOOD STREET SUITE 200 | ASHEVILLE | NC | 28801 | 061642769 | 501(C)(3) | 48111 | ASAP, A REGIONAL LEAD AGENCY TO SUPPORT THE CORE FUNCTIONS OF THE NFSN AT THE REGIONAL LEVEL THROUGH UPHOLDING AND PROMOTING THE VISION OF THE NFSN. PARTICIPATING IN STRATEGIC PLANNING FOR THE NETWORK, MARKETING AND FUNDRAISING, DEVELOPING PARTNERSHIPS, AND INFORMATION SHARING. | |
| THE FOOD TRUST | ||||||||
| 1 PENN CTR 1617 JFK BLVD STE 900 | PHILADELPHIA | PA | 19103 | 232678383 | 501(C)(3) | 23175 | TO SUPPORT COMMUNITY BASED FOOD SYSTEMS, STRENGTHEN FAMILY FARMS, AND REDUCE CHILDHOOD OBESITY BY ESTABLISHING A VIABLE AND SUSTAINABLE FARM TO SCHOOL NETWORK. TO PROMOTE AND EXPAND THE FARM TO SCHOOL MOVEMENT AT THE STATE, REGIONAL, AND NATIONAL LEVELS. TO INCREASE THE STRENGTH AND REACH OF THE NATIONAL FOOD TO SCHOOL NETWORK THROUGH STRATEGIC PARTNERSHIPS AND A MEMBERSHIP PROGRAM. TO SYNERGIZE FARM TO SCHOOL EFFORTS, AND TO DEVELOP AN EXTERNAL COMMUNICATIONS PLAN. | |
| ECOTRUST | ||||||||
| 721 NW NINTH AVENUE SUITE 200 | PORTLAND | OR | 97209 | 931050144 | 501(C)(3) | 21478 | TO INCREASE THE STRENGTH AND REACH OF THE NATIONAL FOOD TO SCHOOL NETWORK THROUGH STRATEGIC PARTNERSHIPS AND A MEMBERSHIP PROGRAM. TO SYNERGIZE FARM TO SCHOOL EFFORTS, AND TO DEVELOP AN EXTERNAL COMMUNICATIONS PLAN. | |
| UNIVERSITY OF NORTH CAROLINA- CHAPEL HILL | ||||||||
| 14 AIRPORT DRIVE SUITE 2200-CB1350 | CHAPEL HILL | NC | 27599 | 566001393 | 501(C)(3) | 20097 | DEVELOPED EVALUATION TOOLS AND EVALUATED THE NSFN PROJECT, INCLUDING THE AREAS OF STRATEGIC PLANNING, MARKETING, POLICY, MEDIA, TRAINING, AND TECHNICAL ASSISTANCE, AND INFORMATION DEVELOPMENT AND DISSEMINATION. | |
| COMMUNITY FOOD SECURITY COALITION | ||||||||
| 3830 SE DIVISION STREET | PORTLAND | OR | 94612 | 061495135 | 501(C)(3) | 58652 | TO INCREASE THE STRENGTH AND REACH OF THE NATIONAL FOOD TO SCHOOL NETWORK THROUGH STRATEGIC PARTNERSHIPS AND A MEMBERSHIP PROGRAM. TO SYNERGIZE FARM TO SCHOOL EFFORTS, AND TO DEVELOP AN EXTERNAL COMMUNICATIONS PLAN. | |
| CALIFORNIA FOOD POLICY ADVOCATES | ||||||||
| 436 14TH STREET SUITE 1220 | OAKLAND | CA | 94612 | 943163142 | 501(C)(3) | 12890 | TO SUPPORT AND IMPLEMENT HEALTHIER FOOD CHOICES IN LA SCHOOLS, TO CONDUCT ADVOCACY TO SCHEDULE ADEQUATE TIME TO EAT BREAKFAST SUCH OFFERING BREAKFAST IN THE CLASSROOM OPPORTUNITIES AND DURING RECESS, TO ENSURE STUDENTS AND PARENTS ARE MORE INVOLVED IN THE DECISIONS THAT SHAPE THEIR SCHOOL NUTRITION ENVIRONMENT, AND CONTRIBUTE TO A VISIBLE REDUCTION IN THE PRESENCE OF COMPETITIVE FOODS AT THE SCHOOL SITES, PARTICULARLY SECONDARY SCHOOLS. | |
| NATIONAL FARM TO SCHOOL NETWORK - TIDES CENTER | ||||||||
| 8770 WEST BRYN MAWR AVENUE SUITE | CHICAGO | IL | 60631 | 66925 | SUPPORTING ACCESS TO AND INTEREST IN HEALTHY FOOD AND SCHOOL INITIATIVES TO PREVENT CHILDHOOD OBESITY. | 1300 | ||
| THE RESEARCH FOUNDATION | ||||||||
| PO BOX 9 | ALBANY | NY | 12201 | 141368361 | 501(C)(3) | 24498 | TO SUPPORT A FLOURISHING, INTERDISCIPLINARY PROGRAM TO EDUCATE THE CHEMICAL AND PHYSICAL PROPERTIES OF BACTERIAL BIOFILMS AND BACTERIAL PREDATION WITHIN THESE BIOFILMS, WITH POTENTIAL APPLICATION TO AGRICULTURE, MEDICINE, AND BIODEFENSE. | |
| MOUNT HOLYOKE COLLEGE | ||||||||
| 50 COLLEGE ST SKINNER HALL RM 2 | SOUTH HADLEY | MA | 01075 | 043103578 | 501(C)(3) | 76317 | TO SUPPORT A FLOURISHING, INTERDISCIPLINARY PROGRAM TO EDUCATE THE CHEMICAL AND PHYSICAL PROPERTIES OF BACTERIAL BIOFILMS AND BACTERIAL PREDATION WITHIN THESE BIOFILMS, WITH POTENTIAL APPLICATION TO AGRICULTURE, MEDICINE, AND BIODEFENSE. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 13 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| PRIZES AND AWARDS | 83 | 52061 |
| STIPENDS | 479 | 914722 |
| STUDY GRANTS | 114 | 154691 |
| SCHOLARSHIPS | 1505 | 37005895 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ALL GRANT AND CONTRACT ACTIVITY IS MONITORED AS NECESSARY TO ASSURE THAT ALL ACTIVITY IS IN COMPLIANCE WITH THE AWARDING AGENCIES STIPULATED TERMS AND CONDITIONS, AND THEIR REGULATIONS. ALL EXPENDITURES ARE REVIEWED ON A WEEKLY BASIS FOR ALLOWABILITY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JONATHAN VEITCH | |||||||||||||
| 482287 | 0 | 0 | 0 | 6364 | 0 | 36500 | 0 | 112528 | 0 | 637679 | 0 | 0 | 0 |
| JORGE GONZALEZ | |||||||||||||
| 251194 | 0 | 0 | 0 | 2298 | 0 | 23942 | 0 | 13052 | 0 | 290486 | 0 | 0 | 0 |
| MICHAEL GROENER | |||||||||||||
| 205401 | 0 | 0 | 0 | 3586 | 0 | 21500 | 0 | 17026 | 0 | 247513 | 0 | 0 | 0 |
| BARBARA AVERY | |||||||||||||
| 185057 | 0 | 0 | 0 | 2160 | 0 | 19256 | 0 | 65901 | 0 | 272374 | 0 | 0 | 0 |
| PAMELA ANN MCQUESTEN | |||||||||||||
| 191985 | 0 | 0 | 0 | 1196 | 0 | 20200 | 0 | 22425 | 0 | 235806 | 0 | 0 | 0 |
| AMOS R HIMMELSTEIN | |||||||||||||
| 222859 | 0 | 0 | 0 | 221 | 0 | 20375 | 0 | 9009 | 0 | 252464 | 0 | 0 | 0 |
| DENNIS COLLINS | |||||||||||||
| 288064 | 0 | 0 | 0 | 3785 | 0 | 0 | 0 | 31072 | 0 | 322921 | 0 | 0 | 0 |
| VINCE CUSEO | |||||||||||||
| 176606 | 0 | 0 | 0 | 651 | 0 | 32763 | 0 | 1409 | 0 | 211429 | 0 | 0 | 0 |
| PHOEBE DEA | |||||||||||||
| 200952 | 0 | 0 | 0 | 3427 | 0 | 20618 | 0 | 995 | 0 | 225992 | 0 | 0 | 0 |
| ERIC FRANK | |||||||||||||
| 215392 | 0 | 0 | 0 | 525 | 0 | 19813 | 0 | 11471 | 0 | 247201 | 0 | 0 | 0 |
| DEREK SHEARER | |||||||||||||
| 182042 | 0 | 0 | 0 | 1333 | 0 | 18658 | 0 | 8638 | 0 | 210671 | 0 | 0 | 0 |
| CHRIS CRANEY | |||||||||||||
| 184160 | 0 | 0 | 0 | 566 | 0 | 18257 | 0 | 8599 | 0 | 211582 | 0 | 0 | 0 |
| IRENE GIRTON | |||||||||||||
| 184855 | 0 | 0 | 0 | 338 | 0 | 16797 | 0 | 8562 | 0 | 210552 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | HOUSING IS PROVIDED FOR CERTAIN INDIVIDUALS LISTED IN PART VII AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE COLLEGE. SOCIAL CLUB DUES ARE PROVIDED TO TWO OFFICERS AS A CONDITION OF EMPLOYMENT AND ARE NOT INCLUDED IN TAXABLE WAGES. USE OF THE SOCIAL CLUB IS FOR BUSINESS PURPOSES ONLY. PERSONAL SERVICES ARE PROVIDED TO CERTAIN OFFICERS AND ARE INCLUDED IN TAXABLE WAGES. | |
| PART III | SCHEDULE J, PART II, COLUMN D: NONTAXABLE BENEFITS INCLUDE THE VALUE OF ON-CAMPUS HOUSING PROVIDED TO JONATHAN VEITCH, PRESIDENT, BARBARA AVERY, VICE PRESIDENT OF STUDENT AFFAIRS AND DEAN OF STUDENTS, AND DENNIS COLLINS, SENIOR VICE PRESIDENT OF INSTITUTIONAL ADVANCEMENT, AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE COLLEGE. | SUPPLEMENTAL INFORMATION |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CEFA SERIES 2005A | |||||||
| 521705592 | 1301752J0 | 2005-04-12 | 56486748 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
| CEFA SERIES 2005B | |||||||
| 521705592 | 1301753J9 | 2005-04-12 | 16038768 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
| CEFA SERIES 2008 | |||||||
| 521705592 | 130178ND4 | 2008-03-06 | 19747741 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Total ProceedsTotalProceeds | Capitalized InterestCapitalizedInterest | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 60293086 | 1941721 | 582150 | 573000 | 42782555 | 14413660 | 2012 | 0 | 1 | 0 | 1 | |
| 16038768 | 121150 | 130000 | 15787618 | 2007 | 0 | 1 | 0 | 1 | |||
| 19919397 | 394835 | 18584502 | 2012 | 0 | 0 | 0 | 1 | 940060 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 1 | 0 |
Form990 Schedule K Part VI Form990ScheduleKPartVI (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART I, LINE A, COLUMN F: | DESCRIPTION OF PURPOSE: | FINANCE THE ACQUISITION, CONSTRUCTION, RENOVATION, REHABILITATION, FURNISHING AND EQUIPPING OF CERTAIN EDUCATIONAL FACILITIES OF THE COLLEGE |
| PART I, LINE B, COLUMN F: | DESCRIPTION OF PURPOSE: | REFUND A PORTION OF THE OUTSTANDING 1997 BONDS AND PAY COSTS INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS |
| PART I, LINE C, COLUMN F: | DESCRIPTION OF PURPOSE: | FINANCE THE ACQUISITION, CONSTRUCTION, RENOVATION, REHABILITATION, FURNISHING AND EQUIPPING OF CERTAIN EDUCATIONAL FACILITIES OF THE COLLEGE |
| SCHEDULE K, PART II, LINE 3 | THE DIFFERENCE BETWEEN THE PROCEEDS AMOUNT ON LINE 3 AND THE ISSUE PRICE IN PART I REPRESENTS INTEREST EARNED. | |
| SCHEDULE K, PART II, LINE 13 | FINAL ALLOCATION WAS DONE IN 2013 FOR THE CEFA SERIES 2005 BONDS AND IS EXPECTED TO BE DONE FOR THE CEFA SERIES 2008. | |
| SCHEDULE K, PART V | ON APRIL 30, 2013, THE COLLEGE ESTABLISHED WRITTEN PROCEDURES TO ENSURE THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION IS NOT AVAILABLE UNDER APPLICABLE REGULATIONS. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| MATTHEW CALKINS | |||
| FAMILY MEMBER OF CHRISTOPHER CALKINS, VICE CHAIR | 104862 | EMPLOYMENT | 0 |
| ANDREW SHTULMAN | |||
| FAMILY MEMBER OF STEPHEN ROUNTREE, TRUSTEE | 103892 | EMPLOYMENT | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 726 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | DONOR RECEIPTS | MethodOfDeterminingRevenues |
Art Historical Treasures ArtHistoricalTreasures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 471 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 4 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 13567 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | DONOR RECEIPTS | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1258622 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 904000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | PROFESSIONAL APPRAISAL | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 25 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4919 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | DONOR RECEIPTS | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | GIFT CERTIFICATES | 40 | 5238 | FMV |
| X | ADMISSION TICKETS | 12 | 1285 | FMV |
| X | TECHNOLOGY | 7 | 116020 | FMV |
| X | MISCELLANEOUS ITEMS | 6 | 240497 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE COLLEGE WILL UTILIZE OUTSIDE VENDORS ON AN AS NEEDED BASIS DEPENDING UPON THE TYPE OF NON-CASH GIFT. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE COLLEGE PROVIDES THE FORM 990 INFORMATION TO THE INDEPENDENT TAX PREPARER. ONCE THEY HAVE COMPLETED THE FORM 990, THEY RETURN A DRAFT TO THE COLLEGE. THE ASSOCIATE VICE PRESIDENT FOR FINANCE AND VICE PRESIDENT FOR FINANCE AND PLANNING PERFORM A THOROUGH REVIEW OF THE DRAFT RETURN. ALL NECESSARY CORRECTIONS ARE MADE TO THE FORM 990. THE AUDIT COMMITTEE REVIEWS THE DRAFT PUBLIC DISCLOSURE COPY OF THE FORM 990 (SCHEDULE B DOES NOT INCLUDE DONOR NAMES AND ADDRESSES). THE FULL DRAFT FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE CHAIR. THE INDEPENDENT TAX PREPARER PRESENTS THE DRAFT PUBLIC DISCLOSURE COPY OF THE RETURN TO THE AUDIT COMMITTEE AND ALLOWS FOR QUESTIONS AND DISCUSSION. ANY CHANGES THAT ARE IDENTIFIED BY THE AUDIT COMMITTEE ARE MADE TO THE FORM 990. AT THAT POINT, THE PUBLIC INSPECTION COPY OF THE FORM 990 IS MADE AVAILABLE TO THE FULL BOARD OF TRUSTEES. THE FORM 990 IS SIGNED BY THE INDEPENDENT TAX PREPARER AND SUBMITTED TO THE INTERNAL REVENUE SERVICE BY THE DUE DATE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY YEAR THE COLLEGE SENDS THE CONFLICT OF INTEREST QUESTIONNAIRE TO APPROPRIATE PERSONS. RESPONSES ARE FOLLOWED UP ON TO ENSURE WE RECEIVE 100% OF ALL QUESTIONNAIRES. RESPONSES ARE REVIEWED BY THE OFFICE OF THE VICE PRESIDENT OF FINANCE AND PLANNING. ANY CONFLICTS THAT HAVE NOT BEEN BROUGHT TO THE AUDIT COMMITTEE PREVIOUSLY ARE BROUGHT TO THE AUDIT COMMITTEE TO DISCUSS. IF A CONFLICT EXISTS, THE INDIVIDUAL WILL RECUSE HIMSELF/HERSELF FROM INVOLVEMENT IN THE MATTER. FORM 990, PART VI, SECTION B, LINE 14: THE COLLEGE HAS A CAMPUS-WIDE POLICY IN PLACE FOR DOCUMENT RETENTION AND DESTRUCTION THAT HAS BEEN APPROVED BY MANAGEMENT. THE POLICY NEEDS TO BE REVISED AND THE COLLEGE INTENDS TO PRESENT THE REVISED POLICY TO THE COLLEGE'S GOVERNING BOARD FOR APPROVAL. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COLLEGE'S PROCESS IN FISCAL YEAR 2012 FOR DETERMINING OFFICER COMPENSATION IS 1) OBTAINING COMPARISON DATA 2) COMPENSATION IS DETERMINED BASED ON THE COMPARISON DATA 3) COMPENSATION IS APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE 4) THE EXECUTIVE COMPENSATION COMMITTEE'S DELIBERATION AND DECISION MAKING PROCESS REGARDING OFFICER COMPENSATION IS CONTEMPORANEOUSLY SUBSTANTIATED. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COLLEGE MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON THE COLLEGE'S WEBSITE WHICH IS ACCESSIBLE TO THE PUBLIC. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE FOR PUBLIC INSPECTION. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -21,197,136. CHANGE IN FAIR VALUE OF ASSETS HELD IN TRUST BY OTHERS -10,453. ANNUITIES ADJUSTMENT -245,076. TOTAL TO FORM 990, PART XI, LINE 5: -21,452,665. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (36) | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 CAMPUS ROAD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90041 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | FUNDRAISING | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | T | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (3) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 2771473 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |