2013-02-11T14:14:26-06:00 2012-06-30 990 2011-07-01 941698615 THOMAS AQUINAS COLLEGE THOM 8055254417 10000 OJAI ROAD SANTA PAULA CA 93060 PETER L DELUCA III 8055254417 2013-02-11 2011 2016-03-07 17:11:31Z PETER L DELUCA III 10000 OJAI ROAD SANTA PAULA CA 93060 19301227 0 X WWW.THOMASAQUINAS.EDU X 1971 CA POST SECONDARY EDUCATION-EDUCATIONAL ACTIVITIES 26 0 460 0 343458 0 5215625 4380162 10442948 10738175 932143 491612 686829 719326 17277545 16329275 2482482 2582350 0 0 8736411 9179162 0 0 1816821 6217172 6284630 17436065 18046142 -158520 -1716867 73754179 72229202 10436635 10344494 63317544 61884708 X THOMAS AQUINAS COLLEGE IS AN INSTITUTION THAT HAS FAITHFULLY PURSUED, ARTICULATED AND DEFENDED A SINGLE, WELL-DEFINED MISSION THROUGHOUT ITS 41 YEARS OF EXISTENCE. THAT MISSION IS STATED WELL IN ITS SELF-STUDY: TO PROVIDE FOR THE "LIBERAL EDUCATION OF STUDENTS ACCORDING TO THE NATURAL POWERS OF REASON AND BY THE LIGHT OF THE CATHOLIC FAITH." 0 0 13094667 2582350 10755641 EDUCATIONAL ACTIVITIES. STUDENT AVERAGE 351. 13094667 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 X 481 0 1 460 1 1 0 0 0 0 0 1 1 1 1 0 0 1 0 0 0 0 X 26 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 AK AZ KY ME MD MA MI NH NY OH OK OR SC X THOMAS AQUINAS COLLEGE 8055254417 10000 OJAI RD SANTA PAULA CA 930609621 ROBERT J BARBERA 0.00 X 0 0 0 JAMES P CONN 0.00 X 0 0 0 ANGELA Y CONNELLY 0.00 X 0 0 0 GLEN R COUGHLIN 0.00 X 0 0 0 MILTON F DAILY JR 0.00 X 0 0 0 PETER L DELUCA 40.00 X X 101674 0 16603 MICHAEL K GRACE 0.00 X 0 0 0 MARIA O GRANT 0.00 X 0 0 0 FRANCES O'C HARDART 0.00 X 0 0 0 DIETER HUCKESTEIN 0.00 X 0 0 0 THOMAS J KAISER 40.00 X 101958 0 21829 BRIAN T KELLY 40.00 X 111398 0 21891 THOMAS R KRAUSE 0.00 X 0 0 0 PATRICIA C LYNCH 0.00 X 0 0 0 MICHAEL F MCLEAN 40.00 X X 101084 0 16603 MARK E MONTGOMERY 0.00 X 0 0 0 BERNARD NEAL 0.00 X 0 0 0 JOHN NEUMAYR 20.00 X X 45370 0 15259 LLOYD NOBLE 0.00 X 0 0 0 PAUL J O'REILLY 40.00 X 122442 0 21883 FREDERICK J RUOPP 0.00 X 0 0 0 THOMAS P SULLIVAN 0.00 X 0 0 0 DONALD E SWARTZ 0.00 X 0 0 0 R SCOTT TURICCHI 0.00 X X 0 0 0 RJ WENSLEY 0.00 X X 0 0 0 HENRY J ZEITER 0.00 X 0 0 0 ANDREW W ZEPEDA 0.00 X 0 0 0 GREG BECHER 40.00 X 117956 0 21984 DAVID QUACKENBUSH 40.00 X 119079 0 21778 MICHAEL COLLINS 40.00 X 118902 0 21923 SEAN COLLINS 40.00 X 112292 0 21778 1052155 0 201531 17 0 0 0 BON APPETIT MANAGEMENT 1000 W TEMPLE ST LOS ANGELES CA 90074 FOOD SERVICES 1141173 BENEFIT ALLOCATION SYSTEM INC PO BOX 31001-1149 PASADENA CA 91110 MEDICAL INS. SERVICES 955423 LAUBACHER AGENCY PO BOX 31 OXNARD CA 93032 INSURANCE SERVICES 212681 VANGUARD PRINTING 220 BERNOULLI CIRCLE OXNARD CA 93030 PRINTING SERVICES 186494 ICW INSURANCE PO BOX 85563 SAN DIEGO CA 92186 INSURANCE SERVICES 154744 9 229075 4151087 1330316 4380162 TUITION 611600 7987720 7987720 AUXILIARY 611710 2750455 2750455 10738175 490516 490516 663281 343458 319823 40276 0 40276 40276 40276 2700135 2699039 1096 1096 1096 119550 229075 193630 -74080 -74080 96749 79283 17466 17466 RETREATS 611710 41000 41000 SEMINARS 611710 27390 27390 3993 3993 72383 16329275 10755641 343458 850014 2582350 2582350 242576 125467 83643 33466 6778371 4414465 1586756 777150 232638 151214 58160 23264 1426950 792288 421974 212688 498627 323770 109205 65652 27322 19539 7783 38130 38130 37450 37450 1675684 1375015 284381 16288 112770 72508 40262 370382 137276 47975 185131 24202 6201 18001 573928 499317 57393 17218 170745 40470 3919 126356 103294 8250 1230 93814 428106 345686 70500 11920 2036058 1771360 204092 60606 213400 166081 43682 3637 MISCELLANEOUS 247027 122217 12960 111850 EDUCATIONAL MATERIALS A 129462 129462 UNRELATED BUSINESS INCO 50194 50194 MEMBERSHIP FEES AND DUE 46476 31270 3471 11735 18046142 13094667 3134654 1816821 10991 57939 1105145 1385447 1709736 884262 114675 74799 130160 123046 48044 66297 163423 128780 68993379 19251174 51538496 49742205 16167296 16989016 144521 147194 2621692 2630217 73754179 72229202 353629 283191 517900 544996 8592428 8471319 972678 1044988 10436635 10344494 X 48885187 46991215 4160327 4323479 10272030 10570014 63317544 61884708 73754179 72229202 X -1716867 284031 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 99000 517441 X 1 13428579 320950 674799 513672 30608 13880048 11655497 51000 2248191 500455 25653 13428580 10815288 231785 1170889 536436 25969 11655497 12508127 250328 -1267489 675417 321 10815228 1.00000 0 0 1288801 1288801 61353709 14420477 46933232 6350869 4830697 1520172 49742205 CHARITABLE REMAINDER GIFT ANNUITIES 945633 CHARITABLE REMAINDER UNITRUST 32649 MCGEE TRUST 66706 1044988 16329275 18046142 -1716867 284030 1 284031 -1432836 16703016 284030 10430 -2 294458 16408558 -79283 -79283 16329275 18135853 10430 79283 89713 18046140 2 2 18046142 PART III, LINE 4: OUR LIBRARY COLLECTION INCLUDES WORKS OF ART, HISTORICAL ARTIFACTS, AND BOOKS AND MANUSCRIPTS THAT ARE RELATED TO OUR PROGRAM OF STUDIES. THE BOOKS AND MANUSCRIPTS, FOR EXAMPLE, ARE TYPICALLY EARLY EDITIONS IN THE ORIGINAL LANGUAGES OF THE BOOKS WE READ IN OUR PROGRAM OF STUDIES. THESE ITEMS ALLOW PROFESSORS AND STUDENTS TO REVIEW THE WORKS IN THEIR ORIGINAL FORM. THE WORKS OF ART AND OTHER HISTORICAL ARTIFACTS PROVIDE STUDENTS AND PROFESSORS WITH A SENSE OF CONTEXT FOR THE READINGS IN THE PROGRAM. PART XI, LINE 8 - OTHER ADJUSTMENTS: ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: OTHER ADJUSTMENT -2. PART XII, LINE 4B - OTHER ADJUSTMENTS: COGS AS EXPENSE IN AUDITED FINANCIALS -79,283. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COGS AS EXPENSE IN AUDITED FINANCIALS 79,283. PART XIII, LINE 4B - OTHER ADJUSTMENTS: OTHER ADJUSTMENT 2. PART X, LINE 2: THE COLLEGE EVALUATES ITS UNCERTAIN TAX POSITIONS, UNDER ASC 740-10, ACCOUNTING FOR INCOME TAXES, AND WOULD RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. MANAGEMENT DOES NOT BELIEVE THAT THE COLLEGE HAS ANY UNCERTAIN TAX POSITIONS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 PUBLICIZED VIA OUR WEB-SITE GOLF EVENT 92510 56837 35673 1617 28189 9000 200 3593 40TH ANNIVERSARY 256115 172238 83877 11084 7500 109500 4058 18889 348625 229075 119550 12701 35689 118500 4258 22482 193630 -74080 1 STUDENT GRANTS 237 2582350 NEED BASED AID (GRANTS) PROVIDED TO STUDENTS ATTENDING THOMAS AQUINAS COLLEGE PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ALL GRANTS AND ASSISTANCE THAT ARE PROVIDED BY THOMAS AQUINAS COLLEGE ARE PART OF A NEED-BASED FINANCIAL AID PROGRAM THAT ASSISTS STUDENTS WITH THE COST OF TUITION, ROOM AND BOARD. BESIDES GRANTS, THE ONLY OTHER ASSISTANCE OFFERED IS A NEED-BASED EMPLOYMENT PROGRAM. THE FINANCIAL AID OFFICE MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF THE GRANTS AND ASSISTANCE, THE GRANTEE'S ELIGIBILITY FOR THE GRANTS AND ASSISTANCE, AND THE SELECTION CRITERIA USED TO AWARD THE GRANTS AND ASSISTANCE. ALL GRANTS AND ASSISTANCE ARE CAREFULLY MONITORED BY THOMAS AQUINAS COLLEGE. THE AMOUNTS ARE DISBURSED DIRECTLY INTO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, AND CONSEQUENTLY, THE COLLEGE HAS FULL CONTROL OVER HOW THE GRANTS AND ASSISTANCE ARE USED. X 2 99000 FMV/APPRAISAL X 10977 FMV X 15590 FMV X 1 25084 FMV X 17 658449 FMV X 1 480000 FMV/APPRAISAL X COMPUTER & ACCESSORIES 3 4615 X MISCELLANEOUS 6 17602 0 1 1 THIRD PARTY USE: PART I, LINE 32B: THE COLLEGE USED MORGAN STANLEY CO. OR OTHER THIRD PARTIES TO SELL SECURITIES-PUBLICLY TRADED NON-CASH CONTRIBUTION. EXPLANATION FOR NOT FILING FORM 990-T FORM 990, PART V, LINE 3B FORM 990-T WILL BE FILED BY MAY 15, 2013 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PREPARED BY THE ACCOUNTANT AND THE BUSINESS MANAGER, AND FINALLY REVIEWED AND APPROVED BY THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS SELF-MONITORED, AND ANY QUESTIONS REGARDING CONFLICT OF INTEREST ARE REVIEWED BY THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND THE PRESIDENT. FORM 990 PART VI, SECTION B LINE 15 THE PRESIDENT AND ALL TUTORS (PROFESSORS) ARE MEMBERS OF THE FACULTY AND PAID ON THE FACULTY SALARY SCALE WITH NO ADJUSTMENTS FOR THEIR POSITION. THE FACULTY SCALE IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF GOVERNORS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE COLLEGE WILL PROVIDE COPIES OF ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 284,030. ROUNDING 1. TOTAL TO FORM 990, PART XI, LINE 5: 284,031.