CALTECH Y: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CALTECH Y (EIN 95-1684790)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-28
- IRS object ID
- 201332409349300338
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-28T14:48:39-07:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL B NOLL CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 S LAKE AVE STE 502 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951684790 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Caltech Y | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CALT | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 E California Blvd MC C1-128 | AddressLine1 |
| City | Pasadena | City |
| State | CA | State |
| ZIP Code | 91125 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Daniel Erickson | Name |
| Title | Treasurer | Title |
| Phone | 6263956163 | Phone |
| Date Signed | 2013-08-15 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL B NOLL | Name |
| Phone | 6266830515 | Phone |
| Date Prepared | 2013-08-15 | DatePrepared |
| Self Employed | X | SelfEmployed |
| 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 | Susan Murakami | NameOfPrincipalOfficerPerson |
| Gross Receipts | 684074 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.caltechy.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | To enrich student life and challenge students to grow into responsible citizens of the world | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 50 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 50 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 301557 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 414544 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 70710 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 91703 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 141905 | InvestmentIncomePriorYear |
| Investment Income Current Year | 129738 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 12540 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4595 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 526712 | TotalRevenuePriorYear |
| Total Revenue Current Year | 640580 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4800 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4493 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 393607 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 364698 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 71404 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 145053 | OtherExpensePriorYear |
| Other Expenses Current Year | 177518 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 543460 | TotalExpensesPriorYear |
| Total Expenses Current Year | 546709 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -16748 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 93871 | RevenuesLessExpensesCY |
| Total Assets BOY | 1826537 | TotalAssetsBOY |
| Total Assets EOY | 1905065 | TotalAssetsEOY |
| Total Liabilities BOY | 107059 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 91716 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1719478 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1813349 | NetAssetsOrFundBalancesEOY |
| Mission Description | To enrich student life and challenge students to grow into responsible citizens of the world | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 348292 | Expense |
| Grants | 4493 | Grants |
| Revenue | 74934 | Revenue |
| Description | STUDENT PROGRAMS - The Student Executive Committee ExComm Y-Outdoors and Social Activism Speaker Series Committees and Community Service project leaders - including 40 to 50 student leaders - plan and implement approximately 100 programs each ye ar including the Y-Hike backpacking trip day hikes National Park camping trips the International Food Festival Martin Luther King Jr Commemoration Week events Decompression Union Station Homeless shelter - monthly meal service Alternative S pring Break trips Make-A-Difference Day an India trip the Washington DC Science Policy Trip a speaker series that featured well-renowned speakers Shukrey Cattan Jeremy Scahill the Yes Men Tavis Smiley Richard OToole Suzie Baldwin and Exp lore LA Life Skills and Adventure 101 Series Over 6000 individuals participated or were served by the Caltech Ys programs The Y also awarded the Lucy Guernsey Award to two students for their outstanding service to the community and the Advocat ing Change Together Award for service and education to one Caltech undergraduate student | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 28477 | Expense |
| Revenue | 16769 | Revenue |
| Description | FRIENDS DINNERS AND ACTIVITIES - Dinners held three times a year provide an opportunity for Caltech alumni students and friends to get acquainted while also being educated by guest speakers Guests speakers range from Caltech professors to promine nt community members Occasional activities involve educational field trips for alumni and friends of the Y A total of 285 people participated in the 3 Friends Dinners and 1 Activity | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 376769 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 50 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 50 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | false | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Athena Castro | NamePerson |
| Telephone Number | 6263956163 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 E California Blvd MC C1-128 | AddressLine1 |
| City | Pasadena | City |
| State | CA | State |
| ZIP Code | 91125 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (50 entries)
| Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | TitleTitle | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Barbara Gee | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Ben Turk | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Betty Sirri | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Candace Rypisi | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Catherine Xie | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Charles Vorsanger | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Christina Weng | |||||||
| 8.00 | X | 0 | 0 | 0 | Student ExComm President | X | |
| Daniel Erickson | |||||||
| 2.00 | X | 0 | 0 | 0 | Treasurer | X | |
| David Levy | |||||||
| 2.00 | X | 0 | 0 | 0 | Vice-Chair | X | |
| Debbie Tseng | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Deborah Smith | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Debra Dison Hall | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Don Pinkerton | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Donald Brown | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Dorothy Tyson | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Douglas Smith | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Frank Dryden | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Frederick Shair | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Gunilla Hastrup | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Haley Barnes | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Heidi Sheng | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Howell Tyson | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Jane Pinkerton | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Jennifer Ma | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Jim Workman | |||||||
| 2.00 | X | 0 | 0 | 0 | Secretary | X | |
| John Gee | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Josh Tollefson | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Karen Blake | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Margaret Chiu | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Mario Zubia | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Marjory Gooding | |||||||
| 2.00 | X | 0 | 0 | 0 | Vice-Chair | X | |
| Michelle Jiang | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Neha Samdaria | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Norri Sirri | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Pamela Hemann | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Pranay Kothari | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Ray Hemann | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Rolf Hastrup | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Rosemary Macedo | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Samantha Foster | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Sara Ahmed | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Shruti Mishra | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Stephanie Kwan | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Susan Liao | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Susan Murakami | |||||||
| 5.00 | X | 0 | 0 | 0 | Board Chair | X | |
| Tom Mannion | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Toni Perpall | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Xida Zheng | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Yang Hu | |||||||
| 1.00 | X | 0 | 0 | 0 | |||
| Athena Castro | |||||||
| 40.00 | 90000 | 0 | 18058 | Executive Director | X | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 90000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 18058 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Fundraising Events | 28749 | FundraisingEvents |
| Related Organizations | 158493 | RelatedOrganizations |
| All Other Contributions | 227302 | AllOtherContributions |
| Total Contributions | 414544 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Student program fees | 900099 | 74934 | 74934 |
| Friends dinner & activi | 900099 | 16769 | 16769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 91703 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 129738 | TotalRevenueColumn |
| Exclusion | $129,738 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 22597 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 28749 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 23192 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -595 | TotalRevenueColumn |
| Exclusion | -$595 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 25492 | GrossSalesOfInventory |
| Cost Of Goods Sold | 20302 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5190 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5190 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 640580 | TotalRevenueColumn |
| Related Or Exempt Function Income | 96893 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $129,143 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4493 | Total |
| Program Services | 4493 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90000 | Total |
| Program Services | 62550 | ProgramServices |
| Management And General | 25650 | ManagementAndGeneral |
| Fundraising | 1800 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195804 | Total |
| Program Services | 125913 | ProgramServices |
| Management And General | 23955 | ManagementAndGeneral |
| Fundraising | 45936 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18588 | Total |
| Program Services | 10824 | ProgramServices |
| Management And General | 4410 | ManagementAndGeneral |
| Fundraising | 3354 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37472 | Total |
| Program Services | 23295 | ProgramServices |
| Management And General | 5629 | ManagementAndGeneral |
| Fundraising | 8548 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22834 | Total |
| Program Services | 16134 | ProgramServices |
| Management And General | 3430 | ManagementAndGeneral |
| Fundraising | 3270 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22266 | Total |
| Program Services | 1913 | ProgramServices |
| Management And General | 20353 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2145 | Total |
| Management And General | 96 | ManagementAndGeneral |
| Fundraising | 2049 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1021 | Total |
| Program Services | 961 | ProgramServices |
| Fundraising | 60 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21768 | Total |
| Program Services | 9624 | ProgramServices |
| Management And General | 8284 | ManagementAndGeneral |
| Fundraising | 3860 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4728 | Total |
| Program Services | 4514 | ProgramServices |
| Management And General | 214 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46724 | Total |
| Program Services | 46724 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229 | Total |
| Fundraising | 229 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3687 | Total |
| Program Services | 3369 | ProgramServices |
| Management And General | 318 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1555 | Total |
| Program Services | 1101 | ProgramServices |
| Management And General | 181 | ManagementAndGeneral |
| Fundraising | 273 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Caltech labor and charges | 6914 | 5005 | 1909 | |
| Program activities | 16631 | 16631 | ||
| Food meals & meetings | 43792 | 39338 | 3778 | 676 |
| Program supplies | 3468 | 3401 | 67 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2590 | Total |
| Program Services | 979 | ProgramServices |
| Management And General | 262 | ManagementAndGeneral |
| Fundraising | 1349 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 546709 | Total |
| Program Services | 376769 | ProgramServices |
| Management And General | 98536 | ManagementAndGeneral |
| Fundraising | 71404 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12681 | BOY |
| EOY | 19111 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54923 | BOY |
| EOY | 73806 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13471 | BOY |
| EOY | 80 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 835 | BOY |
| EOY | 835 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250 | BOY |
| EOY | 250 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 83512 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 65751 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21448 | BOY |
| EOY | 17761 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1722929 | BOY |
| EOY | 1793222 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1826537 | BOY |
| EOY | 1905065 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90109 | BOY |
| EOY | 86163 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16950 | BOY |
| EOY | 5553 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107059 | BOY |
| EOY | 91716 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1144528 | BOY |
| EOY | 1148478 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 574950 | BOY |
| EOY | 664871 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1719478 | BOY |
| EOY | 1813349 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1826537 | BOY |
| EOY | 1905065 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 93871 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | false | FSAudited |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Inst of Technology | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643307 | EIN |
| Type Of Organization | 6 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $158,493 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Amounts | 158493 | SumOfAmounts |
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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1722929 | BeginningOfYearBalance |
| Contributions | 95299 | Contributions |
| Investment Earnings Or Losses | 124994 | InvestmentEarningsOrLosses |
| Other Expenditures | 150000 | OtherExpenditures |
| End Of Year Balance | 1793222 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1733135 | BeginningOfYearBalance |
| Contributions | 7125 | Contributions |
| Investment Earnings Or Losses | 137530 | InvestmentEarningsOrLosses |
| Other Expenditures | 154861 | OtherExpenditures |
| End Of Year Balance | 1722929 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 44433 | OtherCostOrOtherBasis |
| Depreciation | 32093 | Depreciation |
| Book Value | 12340 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 39079 | OtherCostOrOtherBasis |
| Depreciation | 33658 | Depreciation |
| Book Value | 5421 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17761 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| General Endowment Fund | 1128351 |
| Hershey Endowment Fund | 125149 |
| Johnson Endowment Fund | 126892 |
| Housner Endowment Fund | 173614 |
| Studenski Endowment Fund | 146904 |
| Y Centennial Endowment Fund | 92312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1793222 | TotalBookValueOtherAssets |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Tourn | NameOfEvent1 |
| Gross Receipts Event1 | 50376 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 28749 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 21627 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 549 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 8278 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 7236 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 7129 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Zombie 5K | NameOfEvent2 |
| Gross Receipts Event2 | 970 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 970 | GrossRevenueEvent2 |
| Gross Receipts Total | 51346 | GrossReceiptsTotal |
| Charitable Contributions Total | 28749 | CharitableContributionsTotal |
| Gross Revenue Total Events | 22597 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 549 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 8278 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 7236 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 7129 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 23192 | DirectExpenseSummaryEvents |
| Net Income Summary | -595 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 01. Officer, directors, etc. family relationship (Part VI, line 2) | John and Barbara Gee married Rolf and Gunilla Hastrup married Don and Jane Pinkerton married Norri and Betty Sirri married Douglas and Deborah Smith married Howell and Dorothy Tyson married Ben Turk and Samantha Foster married |
| 02. Committee meeting documentation (Part VI, line 8b) | Although no committee has authority to act on behalf of the governing body minutes of committee meetings are documented |
| 03. Form 990 governing body review (Part VI, line 11) | Form 990 is distributed to Finance Committee for detailed review prior to filing and is available to entire board of directors upon request |
| 04. Conflict of interest policy compliance (Part VI, line 12c) | Annually management circulates questionnaire to board of directors inquiring if there are any conflicts of interest or related-party transactions |
| 05. CEO, executive director, top management comp (Part VI, line 15a) | Annually the personnel committee convenes to review compensation package of the executive director program director and development director taking into consideration comparability data of other non-profit organizations in Los Angeles County |
| 06. Other officer or key employee compensation (Part VI, line 15b | Annually the personnel committee convenes to review compensation package of the executive director program director and development director taking into consideration comparability data of other non-profit organizations in Los Angeles County |
| 07. Governing documents, etc, available to public (Part VI, line 19) | Form 990 is posted on the website for the California Attorney Generals Registry of Charitable Trusts Form 990 governing documents policies and financial information are available for inspection at The Caltech Y office |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Institute of Techno | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 E California Blvd | AddressLine1 |
| City | Pasadena | City |
| State | CA | State |
| ZIP Code | 91125 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643307 | EIN |
| Primary Activities | Higher Education | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501c3 | ExemptCodeSection |
| Public Charity Status | III-F1 | PublicCharityStatus |
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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