PITZER COLLEGE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PITZER COLLEGE (EIN 95-2261113)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-11
- IRS object ID
- 201201329349303145
- Schema version
- 2010v3.4
- 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 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 | 2012-05-11T16:32:21-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 W March Lane | AddressLine1 |
| City | Stockton | City |
| State | CA | State |
| ZIP Code | 95219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952261113 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pitzer College | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PITZ | NameControl |
| Phone | 9096218043 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 N Mills Avenue | AddressLine1 |
| City | Claremont | City |
| State | CA | State |
| ZIP Code | 917116101 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Yuet K Lee | Name |
| Title | VP for Admin/Treasurer | Title |
| Phone | 9096218043 | Phone |
| Date Signed | 2012-05-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TRACY S PAGLIA | Name |
| Phone | 2099556100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Laura Skandera Trombley | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 N Mills Avenue | AddressLine1 |
| City | Claremont | City |
| State | CA | State |
| ZIP Code | 917116101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 152954954 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.pitzer.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1963 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | Pitzer College is an educational institution focusing on undergraduate education. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 37 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1060 | TotalNbrEmployees |
| Total Nbr Volunteers | 292 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3684067 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7968212 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 51499958 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 54794801 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10551475 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6883231 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 228898 | OtherRevenuePriorYear |
| Other Revenue Current Year | 369722 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 65964398 | TotalRevenuePriorYear |
| Total Revenue Current Year | 70015966 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11177160 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12308590 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 24092865 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 24909097 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1409194 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 22514109 | OtherExpensePriorYear |
| Other Expenses Current Year | 24363624 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 57784134 | TotalExpensesPriorYear |
| Total Expenses Current Year | 61581311 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 8180264 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8434655 | RevenuesLessExpensesCY |
| Total Assets BOY | 216681047 | TotalAssetsBOY |
| Total Assets EOY | 240043509 | TotalAssetsEOY |
| Total Liabilities BOY | 95645874 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 97576066 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 121035173 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 142467443 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Pitzer College produces engaged socially responsible citizens of the world through an academically rigorous, interdisciplinary liberal arts education emphasizing social justice, intercultural understanding and environmental sensitivity. The meaningful participation of students, faculty and staff in college governance and academic program design is a Pitzer core value. Our community thrives within the mutually supportive framework of The Claremont Colleges, which provide an unsurpassed breadth of academic, athletic and social opportunities. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 54021306 | Expense |
| Grants | 12308590 | Grants |
| Revenue | 54794801 | Revenue |
| Description | Pitzer College is an educational institution focusing on undergraduate education. The undergraduate full time equivalent enrollment for the year was 1,034 students. | Description |
| Total Program Service Expense | 54021306 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | 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 | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | 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 | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 1 | 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 | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | 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 | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1733 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1060 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | NP | NameOfForeignCountry |
| Name Of Foreign Country | IT | NameOfForeignCountry |
| Name Of Foreign Country | CS | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| 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 | 37 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 1 | 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 | 1 | 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mia Alonzo Claremont University Co | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9096218043 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S Mills Ave | AddressLine1 |
| City | Claremont | City |
| State | CA | State |
| ZIP Code | 91711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (53 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Hirschel B Abelson | ||||||||
| Trustee | 4.20 | X | 0 | 0 | 0 | |||
| Martin B Adelstein | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Bridget Baker | ||||||||
| Trustee | 1.30 | X | 0 | 0 | 0 | |||
| Robert Bookman | ||||||||
| Trustee | 1.50 | X | 0 | 0 | 0 | |||
| Donnaldson Brown | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Harold Brown | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| William G Brunger | ||||||||
| Vice Chair of the Board | 1.00 | X | 0 | 0 | 0 | X | ||
| S Mohan Chandramohan | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Claudio Chavez | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Richard Cook | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Richard D'Avino | ||||||||
| Trustee | 4.00 | X | 0 | 0 | 0 | |||
| Susan Dolgen | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Vicki Kates Gold | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Donald P Gould | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Gilbert V Gonzales | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Johnathan P Graham | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Susan Hollander | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Deborah Bach Kallick | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Katherine Cone Keck | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Edward Kislinger | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Robin Kramer | ||||||||
| Chair of the Board | 4.00 | X | 0 | 0 | 0 | X | ||
| John Landgraf | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Julie Mazer | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Joyce Ostin | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Arnold Palmer | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Shana Passman | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Ann E Pitzer | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Russell M Pitzer | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Paula B Pretlow | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Susan S Pritzker | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Alissa Okuneff Roston | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Steven R Scheyer | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Margot Levin Schiff | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| William D Sheinberg | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| TD Smith | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Shahan Soghikian | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Lisa Specht | ||||||||
| Trustee | 4.00 | X | 0 | 0 | 0 | |||
| Eugene P Stein | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Charlie Woo | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Laura Trombley | ||||||||
| President | 40.00 | 789314 | 0 | 92800 | X | |||
| Yuet Lee | ||||||||
| VP Admin/Treasurer | 40.00 | 202636 | 0 | 24971 | X | |||
| Lori Yoshino | ||||||||
| Assoc VP/Assoc Treas | 40.00 | 112914 | 0 | 23291 | X | |||
| Jennifer Berkley | ||||||||
| Spec Asst/Sec to Bd | 40.00 | 88358 | 0 | 15486 | X | |||
| Mia Alonzo | ||||||||
| Controller | 4.00 | 0 | 114636 | 21755 | X | |||
| Alan Jones | ||||||||
| VP/Dean of Faculty | 40.00 | 201877 | 0 | 32015 | X | |||
| Arnaldo Rodriguez | ||||||||
| VP/Admission & Fin Aid | 40.00 | 153613 | 0 | 23756 | X | |||
| Dennis Trotter | ||||||||
| VP/College Advncmnt | 40.00 | 242967 | 0 | 48416 | X | |||
| James Marchant | ||||||||
| VP/Student Affairs | 40.00 | 136425 | 0 | 25810 | X | |||
| Thomas Ilgen | ||||||||
| Faculty | 40.00 | 257736 | 0 | 23323 | X | |||
| Jose Calderon | ||||||||
| Faculty | 40.00 | 200202 | 0 | 16734 | X | |||
| Stephen Glass | ||||||||
| Faculty | 40.00 | 143028 | 0 | 25784 | X | |||
| Albert Wachtel | ||||||||
| Faculty | 40.00 | 142668 | 0 | 26089 | X | |||
| Leah Light | ||||||||
| Faculty | 40.00 | 136827 | 0 | 16593 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2672140 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 114636 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 391013 | TotalOtherCompensation |
| Number Individuals GT100 K | 39 | 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 |
|---|---|---|---|---|---|
| Bon Appetit Inc | |||||
| File 50196-Ground Level | Los Angeles | CA | 90074 | Food Service | 2229164 |
| Pankow Special Projects LP | |||||
| 3280 E Foothill Bld Ste 110 | Pasadena | CA | 91107 | Architect | 2200193 |
| Carrier Johnson | |||||
| 1301 Third Avenue | San Diego | CA | 92101 | Architect | 1452919 |
| Jonescape Construction | |||||
| 8950 Monte Vista Ave | Montclair | CA | 91763 | Landscaping Services | 526824 |
| PCL Construction Services Inc | |||||
| 700 N Central Ave STE 700 | Glendale | CA | 91203 | Construction | 450079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 13 | NumberOfContractorsGT100K |
| Government Grants | 641928 | GovernmentGrants |
| All Other Contributions | 7326284 | AllOtherContributions |
| Noncash Contributions | 157864 | NoncashContributions |
| Total Contributions | 7968212 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition and fees | 611600 | 42391104 | 42391104 |
| Auxiliary enterprises | 611710 | 11214128 | 11214128 |
| Summer conferences | 611710 | 1121886 | 1121886 |
| Private contracts | 900099 | 49572 | 49572 |
| Interest-student loans | 611710 | 18111 | 18111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 54794801 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4336193 | TotalRevenueColumn |
| Exclusion | $4,336,193 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20946 | TotalRevenueColumn |
| Exclusion | $20,946 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 85465080 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 82938988 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2526092 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2526092 | TotalRevenueColumn |
| Exclusion | $2,526,092 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other sources | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 369722 | TotalRevenueColumn |
| Exclusion | $369,722 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 369722 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70015966 | TotalRevenueColumn |
| Related Or Exempt Function Income | 54794801 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $7,252,953 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12308590 | Total |
| Program Services | 12308590 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2244931 | Total |
| Program Services | 1036685 | ProgramServices |
| Management And General | 919710 | ManagementAndGeneral |
| Fundraising | 288536 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16707188 | Total |
| Program Services | 15112423 | ProgramServices |
| Management And General | 1047525 | ManagementAndGeneral |
| Fundraising | 547240 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2400716 | Total |
| Program Services | 2039142 | ProgramServices |
| Management And General | 256935 | ManagementAndGeneral |
| Fundraising | 104639 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2261077 | Total |
| Program Services | 1932460 | ProgramServices |
| Management And General | 226518 | ManagementAndGeneral |
| Fundraising | 102099 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1295185 | Total |
| Program Services | 1100116 | ProgramServices |
| Management And General | 138616 | ManagementAndGeneral |
| Fundraising | 56453 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239188 | Total |
| Program Services | 86465 | ProgramServices |
| Management And General | 152462 | ManagementAndGeneral |
| Fundraising | 261 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121893 | Total |
| Program Services | 5062 | ProgramServices |
| Management And General | 116831 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150216 | Total |
| Management And General | 150216 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 442243 | Total |
| Management And General | 442243 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 727326 | Total |
| Program Services | 723368 | ProgramServices |
| Management And General | 3381 | ManagementAndGeneral |
| Fundraising | 577 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 541729 | Total |
| Program Services | 497044 | ProgramServices |
| Management And General | 6948 | ManagementAndGeneral |
| Fundraising | 37737 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1862866 | Total |
| Program Services | 1370556 | ProgramServices |
| Management And General | 358712 | ManagementAndGeneral |
| Fundraising | 133598 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329741 | Total |
| Program Services | 66869 | ProgramServices |
| Management And General | 262872 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1081355 | Total |
| Program Services | 1017758 | ProgramServices |
| Management And General | 32715 | ManagementAndGeneral |
| Fundraising | 30882 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1045694 | Total |
| Program Services | 956384 | ProgramServices |
| Management And General | 41404 | ManagementAndGeneral |
| Fundraising | 47906 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256144 | Total |
| Program Services | 202978 | ProgramServices |
| Management And General | 52495 | ManagementAndGeneral |
| Fundraising | 671 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4050946 | Total |
| Program Services | 4013726 | ProgramServices |
| Management And General | 37220 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7240913 | Total |
| Program Services | 5765563 | ProgramServices |
| Management And General | 1466929 | ManagementAndGeneral |
| Fundraising | 8421 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2363673 | Total |
| Program Services | 2239737 | ProgramServices |
| Management And General | 123936 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169066 | Total |
| Program Services | 1583 | ProgramServices |
| Management And General | 167483 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Food and housing | 2661483 | 2661375 | 108 | |
| Building repair | 715671 | 672527 | 36436 | 6708 |
| Books & periodicals | 19808 | 17278 | 304 | 2226 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 343669 | Total |
| Program Services | 193617 | ProgramServices |
| Management And General | 108812 | ManagementAndGeneral |
| Fundraising | 41240 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61581311 | Total |
| Program Services | 54021306 | ProgramServices |
| Management And General | 6150811 | ManagementAndGeneral |
| Fundraising | 1409194 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 414851 | BOY |
| EOY | 382424 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16970152 | BOY |
| EOY | 16884936 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1122775 | BOY |
| EOY | 2885699 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2185713 | BOY |
| EOY | 1770076 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71951 | BOY |
| EOY | 69948 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 253916 | BOY |
| EOY | 224862 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2165800 | BOY |
| EOY | 2414214 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 88342229 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 27029326 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53095699 | BOY |
| EOY | 61312903 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66831958 | BOY |
| EOY | 82328663 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66534622 | BOY |
| EOY | 64447275 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5125581 | BOY |
| EOY | 5196871 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1908029 | BOY |
| EOY | 2125638 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216681047 | BOY |
| EOY | 240043509 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5910851 | BOY |
| EOY | 8303857 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2202846 | BOY |
| EOY | 2174746 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80499595 | BOY |
| EOY | 80282162 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 382835 | BOY |
| EOY | 504096 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6649747 | BOY |
| EOY | 6311205 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95645874 | BOY |
| EOY | 97576066 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78728787 | BOY |
| EOY | 90550434 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13333983 | BOY |
| EOY | 21569474 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28972403 | BOY |
| EOY | 30347535 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121035173 | BOY |
| EOY | 142467443 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216681047 | BOY |
| EOY | 240043509 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 8434655 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 12997615 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 94577476 | BeginningOfYearBalance |
| Contributions | 3121095 | Contributions |
| Investment Earnings Or Losses | 18094407 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 237969 | GrantsOrScholarships |
| Other Expenditures | 1385016 | OtherExpenditures |
| End Of Year Balance | 114169993 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 77463651 | BeginningOfYearBalance |
| Contributions | 6467107 | Contributions |
| Investment Earnings Or Losses | 10646718 | InvestmentEarningsOrLosses |
| End Of Year Balance | 94577476 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 100192897 | BeginningOfYearBalance |
| Contributions | 4705127 | Contributions |
| Investment Earnings Or Losses | -22743132 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 810580 | GrantsOrScholarships |
| Other Expenditures | 3880661 | OtherExpenditures |
| End Of Year Balance | 77463651 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.61940 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.24160 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13900 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1096724 | OtherCostOrOtherBasis |
| Book Value | 1096724 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 81094310 | OtherCostOrOtherBasis |
| Depreciation | 22601294 | Depreciation |
| Book Value | 58493016 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6151195 | OtherCostOrOtherBasis |
| Depreciation | 4428032 | Depreciation |
| Book Value | 1723163 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 61312903 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Funds held in trust by others | 33745192 | F |
| Limited Partnerships | 21718610 | F |
| Hedge fund Investments | 8983473 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 64447275 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Government advances for student loans | $3,163,324 |
| Annuities payable | $219,243 |
| Early retirement liability | $2,040,988 |
| Asset retirement obligation | $887,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6311205 | TotalOfAmounts |
| Total Revenue | 70015966 | TotalRevenue |
| Total Expenses | 61581311 | TotalExpenses |
| Excess Or Deficit For Year | 8434655 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 12545932 | NetUnrealizedGLOnInvestments |
| Other | $451,683 | OtherAmount |
| Total Adjustments | 12997615 | TotalAdjustments |
| Excess Or Deficit Per FS | 21432270 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 70262748 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 12545932 | NetUnrealizedGainsInvestments |
| Other Revenues | 451683 | OtherRevenues |
| Revenue Not Rptd F990 | 12997615 | RevenueNotRptdF990 |
| Revenue Subtotal | 57265133 | RevenueSubtotal |
| Investment Expenses Not Included | 442243 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 12308590 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 12750833 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 70015966 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 48865913 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 35435 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 35435 | ExpensesNotRptdF990 |
| Expenses Subtotal | 48830478 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 442243 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 12308590 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 12750833 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 61581311 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | The College uses the income from the endowment funds per the requirements of the donor. Such income is used for grants, scholarships, professorships, lectures and general operations of the College. In fiscal year 2010, the Board of Trustees voted to forgo spending income from the endowment for fisal year 2011 and all earnings were reinvested. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X: | In accordance with provisions of generally accepted accounting principles, the College had no uncertain tax positions and/or obligations at June 30, 2011 and 2010. |
| Part XI, Line 8 - Other Adjustments: | Actuarial adjustment 17,725. Staff retirement plan comprehensive loss 433,958. | |
| Part XII, Line 2d - Other Adjustments: | Actuarial Adjustments 17,725. Staff retirement plan comprehensive loss 433,958. | |
| Part XII, Line 4b - Other Adjustments: | Student Financial aid 12,308,590. | |
| Part XIII, Line 2d - Other Adjustments: | Expenses reported on Pitzer COllege Costa Rica's return 35,435. | |
| Part XIII, Line 4b - Other Adjustments: | Student Financial aid 12,308,590. |
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 | 0 | 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 (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanation of Nondiscriminatory Policy Publication | Schedule E, Part I, Line 3 | Students applying to the college receive registration materials that state the nondiscrimination policy. The policy is also published on the Pitzer College website. www.pitzer.edu |
| Explanation of Government Financial Assistance | Schedule E, Part I, Line 6 | Pitzer College participates in the Pell Grant, Supplemental Educational Opportunity Grant, ACG, Cal Grants, SMART grants, College Work-Study and Perkins Loan programs. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| South Asia | 1 | 1 | Program services | Education | 361983 |
| Europe | 1 | 1 | Program services | Education | 181861 |
| Central America and the Caribbean | 1 | 0 | Program services | Education | 297454 |
| Sub-Saharan Africa | 1 | 0 | Program services | Education | 207702 |
| East Asia and the Pacific | 1 | 0 | Program services | Education | 115123 |
| South America | 1 | 0 | Program services | Education | 183918 |
| Central America and the Caribbean | 0 | 0 | Investments | 8654871 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 6 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 2 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 6 | TotalNumberOfOffices |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 10002912 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 10002912 | 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 | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants Outside the U.S.: | Identifier |
| Explanation | Schedule F, Part I, Line 2: Funds are sent via wire to the director in charge of the program. Receipts for all expenses are sent to the Treasurer's office where they are reconciled, translated into US currency and recorded. Actual expenses are recorded each year except for some expenses at the end of the year that are estimated and reconciled in the following year when the receipts are received. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Institutional Grant Aid | 497 | 12135239 |
| Supplemental Educational Opportunity Grant | 70 | 173351 |
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: Pitzer College awards scholarships only to individual undergraduate students. These scholarships are awarded based upon academic achievement and/or demonstrated financial need. The Financial Aid Office, with the assistance of the Registrar's Office, monitor student enrollment each semester to ensure that students remain qualified for financial aid. The College also awards tuition to dependents of its employees who meet the requirements of the College's Tuition Remission Program. Employee dependent's must be enrolled at one of the undergraduate schools of The Claremont Colleges. Tuition is paid directly to the undergraduate college after grades are submitted to the Human Resources Office as evidence of course completion. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| 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 |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Laura Trombley | |||||||||||||
| 414678 | 0 | 0 | 0 | 374636 | 0 | 45900 | 0 | 46900 | 0 | 882114 | 0 | 0 | 0 |
| Yuet Lee | |||||||||||||
| 201316 | 0 | 0 | 0 | 1320 | 0 | 24300 | 0 | 671 | 0 | 227607 | 0 | 0 | 0 |
| Alan Jones | |||||||||||||
| 188662 | 0 | 0 | 0 | 13215 | 0 | 24540 | 0 | 7475 | 0 | 233892 | 0 | 0 | 0 |
| Arnaldo Rodriguez | |||||||||||||
| 145140 | 0 | 0 | 0 | 8473 | 0 | 18619 | 0 | 5137 | 0 | 177369 | 0 | 0 | 0 |
| Dennis Trotter | |||||||||||||
| 211592 | 0 | 0 | 0 | 31375 | 0 | 26930 | 0 | 21486 | 0 | 291383 | 0 | 0 | 0 |
| Thomas Ilgen | |||||||||||||
| 241809 | 0 | 0 | 0 | 15927 | 0 | 15039 | 0 | 8284 | 0 | 281059 | 0 | 0 | 0 |
| Jose Calderon | |||||||||||||
| 199667 | 0 | 0 | 0 | 535 | 0 | 12153 | 0 | 4581 | 0 | 216936 | 0 | 0 | 0 |
| Stephen Glass | |||||||||||||
| 139901 | 0 | 0 | 0 | 3127 | 0 | 17539 | 0 | 8245 | 0 | 168812 | 0 | 0 | 0 |
| Albert Wachtel | |||||||||||||
| 139267 | 0 | 0 | 0 | 3401 | 0 | 17192 | 0 | 8897 | 0 | 168757 | 0 | 0 | 0 |
| Leah Light | |||||||||||||
| 124109 | 0 | 0 | 0 | 12718 | 0 | 16084 | 0 | 509 | 0 | 153420 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | Any of the items checked above are provided only as documented in a particular individual's contract with the College. President is required to live in Pitzer-owned house as part of her contract. All maintenance expenses related to the house are paid by Pitzer. |
| Part I, Line 4b | Part II, line 4b: President Laura Trombley participates in a Section 457(f) supplemental nonqualified plan. A payment was made to the President in July of 2010 for the amount that vested on June 30, 2010. In accordance with the terms of the President's Employment Agreement dated July 1, 2010, additional amounts will vest on June 30, 2013 and June 30, 2016 if the President continues in the College's employ through these dates. If the President's employment ceases due to the President's death, termination by the College without Cause or resignation for Good Reason, a prorated amount of the President's Section 457(f) contributions from date of employment agreement, July 1, 2010, through date of termination will vest. Vested amounts will be paid within two and one half months of the vesting date. |
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 |
|---|---|---|---|---|---|---|---|
| California Educational Facilities Authority Series 2009 | |||||||
| 521705592 | 130178UR5 | 2009-11-18 | 63724597 | Facility construction & improvement, refinance CEFA Series 1999 and 2005B | 0 | 0 | 0 |
| California Educational Facilities Authority Series 2005A | |||||||
| 521705592 | 1301754Q2 | 2005-04-29 | 16335084 | Facility construction & improvement | 0 | 0 | 0 |
| California Educational Facilities Authority Series 2005B | |||||||
| 521705592 | 1301754R0 | 2005-04-29 | 20575000 | Facility construction & improvement | 1 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Year Of Subst CompletionYearOfSubstCompletion | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 63779554 | 33120219 | 275206 | 792003 | 6035829 | 0 | 1 | 0 | 1 | |||||
| 18499925 | 241084 | 18250266 | 0 | 0 | 1 | 1 | 2010 | ||||||
| 21965516 | 221021 | 19834743 | 0 | 0 | 1 | 1 | 2008 | 2010000 | 18565000 | 55000 | 9452 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 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 | 0 | 0 |
| 0 | 0 | 0 | 0 | 1 | 0 |
| 1 | 1 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II, Line 3, Column A, B and C | Identifier |
| Return Reference | Explanation of difference between line 3 and issue price: | ReturnReference |
| Explanation | Interest income and gain/loss. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Dennis Trotter | NamePerson |
| Purpose Of Loan | Mortgage | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $75,000 | OriginalPrincipalAmount |
| Balance Due | 69948 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 69948 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 20 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 147369 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| 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 | Morgan Stanley Smith Barney is used to sell stock gifts for Pitzer College. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | Alan Jones, VP/Dean of Faculty and Jennifer Berkley, Secretary to the Board of Trustees are married. | |
| Form 990, Part VI, Section B, line 11 | The form is reviewed by the Audit Committee. A copy of the 990 is provided electronically to each member of the Board, excluding emeriti Trustees who are non-voting members. | |
| Pitzer has a Conflict of Interest Policy that prohibits trustees, officers and employees from using their positions and knowledge in any way that could create a conflict between the interests of the College and their own interests. The policy also requires that trustees, officers or other employees promptly report to the Trustee Audit Committee, any transaction or situation, pertaining to themselves or others, that may be a conflict of interest. Each trustee, officer and senior administrator must annually sign a statement documenting any existing or potential conflict of interest. The results of this annual reporting are reviewed by the Trustee Audit Committee. If any conflicts were identified during this documentation process, the Trustee Audit Committee would report this to the full board for their review and action, if warranted. In addition, it is the practice of trustees to recuse themselves from discussion and voting in circumstances where there may be a potential conflict of interest. | Form 990, Part VI, Section B, line 12c | |
| The College uses benchmark salary data from comparable higher education institution groups for all employees, including executive management positions. Salaries are also reviewed in relation to performance as evidenced by annual written performance evaluations and years in position. Compensation for Pitzer's top executives is reviewed and approved by the Trustee Compensation Committee whose charge, drawn from the bylaws, is as stated below: 4.22 (a)(i) Compensation Committee. There shall be a subcommittee of the Executive Committee known as the Compensation Committee that shall review and approve the compensation, including benefits, of all of the following: (a) the President, (b) the Treasurer, and (c) every person, regardless of title, with powers, duties or responsibilities comparable to a president, chief executive officer, treasurer or chief financial officer. The review shall be conducted in a accordance with California Government Code Section 125856(g). The Compensation Committee shall be composed of independent Trustees and shall not include the President or Treasurer. In addition to the President and Treasurer, the Trustee Compensation Committee reviews and approves compensation for the Vice President of Academic Affairs as this position is desginated to act as the chief executive officer in exigency. For the Treasurer and Vice President of Academic Affairs, the Compensation Committee reviews and approves recommended compensation after reviewing performance, and salary and benefits in relation to the average salary and benefits packages of selected peer organizations and years in position. Minutes of the committee and the analyses are kept in confidentiality, limited to the committee, the President, the Secretary of the Board, the Vice President for Administration and Finance/Treasurer, and the Director of Human Resources. The Director of Human Resources retains the minutes and analyses as documentation of this process. President's contract: As outlined in Pitzer College's by-laws, the Board's Executive Committee annually conducts a performance review of the President. Under the by-laws, if any changes to the President's employment contract, including salary and benefits, are considered appropriate and necessary, these changes are constructed carefully by the Compensation Committee, in discussions with the President, reviewed by the Executive Committee and submitted to the full Board of Trustees for discussion and approval. In particular, the Board discusses the President's performance, the external market for comparable presidents at peer liberal arts colleges and the overall needs and means of Pitzer College. After discussion, and given the importance that the Board attaches to its supervision of the President, the Board attempts to achieve a consensus in favor of -- and then formally approves -- all compensation decisions. During the last year, the Compensation Committee, the Executive Committee and the Board of Trustees decided that, under these policies, it was appropriate and necessary to extend the President's contract for an additional period to coincide with the College's strategic planning horizon and its pending capital fund-raising campaign. As a result, under the process described above, the two committees and the Board, in consultation with independent compensation experts and legal counsel, considered a new contract for the President contract, effective July 1, 2010, for a five-year period, and it was approved by the Board of Trustees. The deliberations and review included the President's exceptional performance, her years in position and the external market for comparable presidents at a large cohort group of peer liberal arts colleges, as summarized in a report prepared by independent compensation consultants. The Board approved the new contract by consensus, its final formal vote being unanimous. The new contract was then executed by the President and the Board Chair. | Form 990, Part VI, Section B, line 15 | |
| - Governing documents are not available to the general public - Conflict of interest policy is not available to the public - Audited financial statements are available on the College's website | Form 990, Part VI, Section C, line 19 | |
| Laura Trombley devotes 1 hour per week to Claremont University Consortium and 1 hour per week to Pitzer College Costa Rica. Yuet Lee devotes 1 hour per week to Pitzer College Costa Rica. Jennifer Berkley devotes 1 hour per week to Pitzer College Costa Rica. Robin Kramer devotes 1 hour per week to Claremont University Consortium. Mia Alonzo devotes 20 hours per week to Claremont University Consortium and 1 hour per week to Pitzer College Costa Rica. | Hours per week devoted to related organizations: | |
| Changes in Net Assets or Fund Balances: | Net unrealized gains on investments: 12,545,932. Actuarial adjustment 17,725. Staff retirement plan comprehensive loss 433,958. Total to Form 990, Part XI, Line 5: 12,997,615. | Form 990, Part XI, line 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Claremont University Consortium | ||||||||||
| 101 S Mills Ave | Claremont | CA | 91711 | 954786748 | Support Claremont colleges | CA | 501(c)(3) | 11a, Type I | N/A | 0 |
| Pitzer College - Costa Rica | ||||||||||
| 101 S Mills Ave | Claremont | CA | 91711 | 320152376 | Conservation easement for forest conservation | CA | 501(c)(3) | 11a, Type I | N/A | 0 |
| 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 | 0 | 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 | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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