POMONA COLLEGE: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
POMONA COLLEGE (EIN 95-1664112)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-13
IRS object ID
201101339349303905
Schema version
2009v1.7
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-13T13:40:33-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SINGERLEWAK LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line110960 WILSHIRE BLVD SUITE 700AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code900243783ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN951664112EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1POMONA COLLEGEBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlPOMONameControl
Phone9096218135Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 N College AvenueAddressLine1
CityClaremontCity
StateCAState
ZIP Code917114434ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKaren L SissonName
TitleVP & TREASURERTitle
Phone9096218135Phone
Date Signed2011-05-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLior TemkinName
Phone3104773924Phone
Date Prepared2011-05-12DatePrepared
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDavid OxtobyNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1550 N College AvenueAddressLine1
CityClaremontCity
StateCAState
ZIP Code917114434ZIPCode
FieldValueIRS element (for citing)
Gross Receipts944291000GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.POMONA.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1887YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionPomona College is an independent, coeducational liberal arts institution dedicated to the pursuit of knowledge and understanding through the study of the sciences and the humanities.ActivityOrMissionDescription
Nbr Voting Members Governing Body38NbrVotingMembersGoverningBody
Nbr Independent Voting Members37NbrIndependentVotingMembers
Total Nbr Employees2618TotalNbrEmployees
Total Nbr Volunteers743TotalNbrVolunteers
Total Gross UBI-3196560TotalGrossUBI
Net Unrelated Business Txbl Income-3196560NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year29999000ContributionsGrantsPriorYear
Contributions Grants Current Year25368000ContributionsGrantsCurrentYear
Program Service Revenue Prior Year73683000ProgramServiceRevenuePriorYear
Program Service Revenue CY76654000ProgramServiceRevenueCY
Investment Income Prior Year-20565000InvestmentIncomePriorYear
Investment Income Current Year52193000InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year7000OtherRevenueCurrentYear
Total Revenue Prior Year83117000TotalRevenuePriorYear
Total Revenue Current Year154222000TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year25447000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY26125000GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year65251000SalariesEtcPriorYear
Salaries Etc Current Year64140000SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year24000TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY21000TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year6957000TotalFundrsngExpCurrentYear
Other Expense Prior Year60347000OtherExpensePriorYear
Other Expenses Current Year58675000OtherExpensesCurrentYear
Total Expenses Prior Year151069000TotalExpensesPriorYear
Total Expenses Current Year148961000TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-67952000RevenuesLessExpensesPriorYear
Revenues Less Expenses CY5261000RevenuesLessExpensesCY
Total Assets BOY1959498000TotalAssetsBOY
Total Assets EOY2105313000TotalAssetsEOY
Total Liabilities BOY307507000TotalLiabilitiesBOY
Total Liabilities EOY319294000TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1651991000NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1786019000NetAssetsOrFundBalancesEOY
Mission DescriptionThroughout its history, Pomona College has educated men and women of exceptional promise. We gather students, regardless of financial circumstances, into a small residential community that is strongly rooted in Southern California yet global in its orientation. Through close ties among a diverse group of faculty, staff and classmates, Pomona students are inspired to engage in the probing inquiry and creative learning that enable them to identify and address their intellectual passions. This experience will continue to guide their contributions as the next generation of leaders, scholars, artists and citizens.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense134430000Expense
Grants26125000Grants
Revenue76661000Revenue
DescriptionHigher Education: The Colleges academic program encompasses all major fields of the arts, humanities, natural sciences, and social sciences. Learning is encouraged through theory-building and empirical research, historical and linguistic analysis, inquiry and ethical debate. Pomona College's liberal arts curriculum, small classes, residential campus, and sophisticated laboratories and studios prepare students for lives of personal fulfillment and social responsibility in a global context. Pomona graduates not only receive excellent lifelong preparation for a variety of careers, but are encouraged to develop the rational discrimination, aesthetic appreciation, compassion, and understanding that only knowledge can foster. Pomona offers 45 majors in the natural sciences, humanities, social sciences and fine arts. Students may also take courses at any of the other Claremont Colleges. The most popular majors over the past five years have been Economics, English, Politics, Psychology, Biology, History, Neuroscience, International Relations, Media Studies, Mathematics, Public Policy Analysis, and Chemistry. Also common are interdisciplinary majors, double majors and individual special majors, crafted by the student with guidance from faculty. Whatever the major, Pomona's curriculum is designed to train the mind broadly and deeply. First-year students delve into a Critical Inquiry seminar to develop skills in critical thinking, analysis and writing. The College offers 600 classes each year, and students also have access to the more than 2,500 classes at The Claremont Colleges.Description
Total Program Service Expense134430000TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling1CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School1School
Foreign Office0ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising1ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP1LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art1DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10962459NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees2618NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Nbr Voting Governing Body Members38NbrVotingGoverningBodyMembers
Number Independent Voting Members37NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Mary Lou WoodsBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number9096218135TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1550 N COLLEGE AVEAddressLine1
CityCLAREMONTCity
StateCAState
ZIP Code917114434ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (49 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
Lucila Arango
Trustee5.00X000
Libby Armintrout
Trustee5.00X000
Andrew Barth
Trustee5.00X000
W Benton Boone
Trustee5.00X000
Louise H Bryson
Trustee5.00X000
Jeanne M Buckley
Trustee5.00X000
Bernard Chan
Trustee5.00X000
Chris P Dialynas
Trustee5.00X000
A Redmond Doms
Trustee5.00X000
Jennifer A Doudna
Trustee5.00X000
Ranney E Draper
Trustee5.00X000
Christine Eberhardt
Trustee5.00X000
Paul F Eckstein
Trustee5.00X000
Paul S Efron
Trustee5.00X000
Mark H Fukunaga
Trustee5.00X000
Samuel D Glick
Trustee5.00X000
Alexander Gonzales
Trustee5.00X000
Scott R Green
Trustee5.00X000
Kathrine L Hensley
Trustee5.00X000
Terrance G Hodel
Trustee5.00X000
Jean Kaplan
Trustee5.00X000
William G Keller
Trustee5.00X000
Margaret G Lodise
Trustee5.00X000
D Scott Olivet
Trustee5.00X000
Marylyn P Pauley
Trustee5.00X000
John A Payton
Trustee5.00X000
Jason Rosenthal
Trustee5.00X000
Francine P Scinto
Trustee5.00X000
R Carlton Seaver
Trustee5.00X000
Michael Segal
Trustee5.00X000
Stewart R Smith
Trustee5.00X000
Gordon Steel
Trustee5.00X000
Derek A Westen
Trustee5.00X000
Eileen Wilson-Oyelaran
Trustee5.00X000
Craig Wrench
Trustee5.00X000
Mark B Wyland
Trustee5.00X000
M Lynn Yonekura
Trustee5.00X000
David W Oxtoby
President40.00X396579078145X
Christopher Ponce
VP Institutional Advancement40.00250371058123X
Teresa Shaw
Secretary40.005379406964X
Karen L Sisson
Treasurer40.00242868048199X
Richard Fass
VP Planning40.00198438049224X
Andrew P O'Boyle
Associate Treasurer40.00189352029878X
Robert Robinson
Asst VP Facilities/Campus Services40.00154079028243X
Deborah Burke
Professor40.00236692032323X
Laura Hoopes
Professor40.00188442037994X
gary kates
Professor40.00201067057147X
John Norton
Asst VP/Major Gifts40.00200803030226X
Gary Smith
Professor40.00224281052370X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2536766TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation508836TotalOtherCompensation
Number Individuals GT100 K133NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Hathaway Dinwiddie Construction
811 Wilshire Blvd Suite 1500Los AngelesCA90017Construction7513789
ToveyShultz Construction
18261 Collier Ave Unit ALake ElsinoreCA92530Construction6338239
Claremont University Consortium
150 E Eighth StreetClaremontCA91711Higher Education6063238
Sodexo Inc & Affiliates
Dept 43283Los AngelesCA90088Food Services3368794
McEachron Construction
1308 Monte Vista Ave Suite YUplandCA91785Construction1758946
FieldValueIRS element (for citing)
Number Of Contractors GT100 K71NumberOfContractorsGT100K
Federated Campaigns5000FederatedCampaigns
Government Grants1586000GovernmentGrants
All Other Contributions23777000AllOtherContributions
Noncash Contributions2276000NoncashContributions
Total Contributions25368000TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Tuition & Fees6113105784600057846000
Room & Board6113101732500017325000
Conferences & Faciliti721000676000676000
Sales & Services611310555000555000
Food Services722320252000252000
FieldValueIRS element (for citing)
Total Program Service Revenue76654000TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column8795000TotalRevenueColumn
Exclusion$8,795,000ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column1678000TotalRevenueColumn
Exclusion$1,678,000ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real251000Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real244000Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real7000Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column7000TotalRevenueColumn
Related Or Exempt Function Income7000RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities721557000Securities
Other109988000Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities706402000Securities
Other83423000Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities15155000Securities
Other26565000Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column41720000TotalRevenueColumn
Unrelated Business Revenue-3196560UnrelatedBusinessRevenue
Exclusion$44,916,560ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column154222000TotalRevenueColumn
Related Or Exempt Function Income76661000RelatedOrExemptFunctionIncome
Unrelated Business Revenue-3196560UnrelatedBusinessRevenue
Exclusion$55,389,560ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total26125000Total
Program Services26125000ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total2127000Total
Program Services511000ProgramServices
Management And General1144000ManagementAndGeneral
Fundraising472000Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total36000Total
Fundraising36000Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total47646000Total
Program Services44311000ProgramServices
Management And General169000ManagementAndGeneral
Fundraising3166000Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total5163000Total
Program Services4802000ProgramServices
Management And General31000ManagementAndGeneral
Fundraising330000Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total5220000Total
Program Services4640000ProgramServices
Management And General53000ManagementAndGeneral
Fundraising527000Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total3948000Total
Program Services3591000ProgramServices
Management And General57000ManagementAndGeneral
Fundraising300000Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total516000Total
Program Services425000ProgramServices
Management And General21000ManagementAndGeneral
Fundraising70000Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total306000Total
Management And General306000ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total21000Total
Fundraising21000Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total3913000Total
Management And General3913000ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total14123000Total
Program Services13816000ProgramServices
Management And General123000ManagementAndGeneral
Fundraising184000Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total544000Total
Program Services430000ProgramServices
Fundraising114000Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total7448000Total
Program Services6651000ProgramServices
Management And General108000ManagementAndGeneral
Fundraising689000Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total1599000Total
Program Services1498000ProgramServices
Management And General29000ManagementAndGeneral
Fundraising72000Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total7852000Total
Program Services7762000ProgramServices
Management And General38000ManagementAndGeneral
Fundraising52000Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total1288000Total
Program Services859000ProgramServices
Management And General108000ManagementAndGeneral
Fundraising321000Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total222000Total
Program Services138000ProgramServices
Management And General70000ManagementAndGeneral
Fundraising14000Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total7385000Total
Program Services7385000ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total11666000Total
Program Services10628000ProgramServices
Management And General537000ManagementAndGeneral
Fundraising501000Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total339000Total
Program Services308000ProgramServices
Management And General16000ManagementAndGeneral
Fundraising15000Fundraising

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralProgram ServicesProgramServicesFundraisingFundraising
Annuity payments in exc827000827000
Miscellaneous6470002400055000073000

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total148961000Total
Program Services134430000ProgramServices
Management And General7574000ManagementAndGeneral
Fundraising6957000Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY25000BOY
EOY25000EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY74186000BOY
EOY95876000EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY39511000BOY
EOY46484000EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY2631000BOY
EOY2608000EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY1205000BOY
EOY1716000EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY37916000BOY
EOY36540000EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1674000BOY
EOY1666000EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis446170000LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec133763000LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY276161000BOY
EOY312407000EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY635071000BOY
EOY650174000EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY891118000BOY
EOY957817000EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1959498000BOY
EOY2105313000EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY28599000BOY
EOY38117000EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY1520000BOY
EOY1590000EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY188762000BOY
EOY185525000EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY14716000BOY
EOY16214000EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY73910000BOY
EOY77848000EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY307507000BOY
EOY319294000EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY769713000BOY
EOY829153000EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY597287000BOY
EOY653466000EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY284991000BOY
EOY303400000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1651991000BOY
EOY1786019000EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1959498000BOY
EOY2105313000EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management0PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$1DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB1TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierPart II-B, Line 1i:Identifier
Return ReferenceExplanation of Other Lobbying Activities:ReturnReference
ExplanationThe organization paid membership dues of $2,967 to NACUBO and $14,574 in dues to the Association of Independent California Colleges and Universities, which may engage in lobbying activities. Therefore, a portion of the membership dues may be attributable to lobbying activities.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms
Solicited Assets For Sale0SolicitedAssetsForSale
Agent Trustee Etc0AgentTrusteeEtc
Included On FS1IncludedOnFS

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance1344542000BeginningOfYearBalance
Contributions26434000Contributions
Investment Earnings Or Losses165677000InvestmentEarningsOrLosses
Grants Or Scholarships25822000GrantsOrScholarships
Other Expenditures47944000OtherExpenditures
Administrative Expenses3913000AdministrativeExpenses
End Of Year Balance1458974000EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance1795212000BeginningOfYearBalance
Contributions9457000Contributions
Investment Earnings Or Losses-383340000InvestmentEarningsOrLosses
Grants Or Scholarships25100000GrantsOrScholarships
Other Expenditures47784000OtherExpenditures
Administrative Expenses3903000AdministrativeExpenses
End Of Year Balance1344542000EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.40000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.18000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.42000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis3486000OtherCostOrOtherBasis
Book Value3486000BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis347638000OtherCostOrOtherBasis
Depreciation101889000Depreciation
Book Value245749000BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis38521000OtherCostOrOtherBasis
Depreciation31874000Depreciation
Book Value6647000BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis56525000OtherCostOrOtherBasis
Book Value56525000BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings312407000TotalOfBookValueLandBuildings

Closely Held Equity Interests CloselyHeldEquityInterests

FieldValueIRS element (for citing)
Book Value957817000BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities957817000TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
life income & annuities obligation$63,116,000
funds held in trust for others$9,656,000
government advances for student loans$5,076,000
FieldValueIRS element (for citing)
Total Of Amounts77848000TotalOfAmounts
Total Revenue154222000TotalRevenue
Total Expenses148961000TotalExpenses
Excess Or Deficit For Year5261000ExcessOrDeficitForYear
Net Unrealized GL On Investments119574000NetUnrealizedGLOnInvestments
Other$9,193,000OtherAmount
Total Adjustments128767000TotalAdjustments
Excess Or Deficit Per FS134028000ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt244061000TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments119574000NetUnrealizedGainsInvestments
Other Revenues-25822000OtherRevenues
Revenue Not Rptd F99093752000RevenueNotRptdF990
Revenue Subtotal150309000RevenueSubtotal
Investment Expenses Not Included3913000InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt3913000RevenueNotRptdOnFinStmt
Total Revenue Per Form990154222000TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt119226000TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal119226000ExpensesSubtotal
Investment Expenses Not Included23913000InvestmentExpensesNotIncluded2
Other Expenses Not Included25822000OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt29735000ExpensesNotRptdOnFinStmt
Total Expenses Per Form990148961000TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Part III, Line 1a:The College follows a policy not to record or capitalize its art collections. The College's art collections consist of objects of historical and aesthetic significance held for public exhibition and educational purposes. All works in the collection are catalogued, preserved cared for and monitored according to professional museum standards, and are subject to a policy that requires proceeds from de-accession to be used exclusively for acquisition.
Part III, Line 4:The fine art collections of Pomona College are housed in the Pomona College Museum of Art at the Montgomery Art Center, which was inaugurated in 1958 and named after the late Gladys K. Montgomery, Pomona trustee and Los Angeles civic leader. Among important holdings are the Kress Collection of 15th- and 16th-century Italian panel paintings; over 5,000 examples of Pre-Columbian to 20th-century American Indian art and artifacts, including basketry, ceramics, and beadwork; and a large collection of American and European prints, drawings, and photographs. In addition to serving as the basis for exhibitions, the collections, which are always available for individual study and research, are frequently used for classes. The Pomona College Museum of Art also is the site of an active program of temporary exhibitions throughout the academic year. These include regular faculty and student shows, as well as historical and contemporary exhibitions designed to complement the Colleges curricula and to expose students to as wide a variety of works of art as possible. All exhibitions open with public receptions and include lectures and related programs for the College community.
Part IV, Line 2b:The College has certain revocable trusts that are recognized as funds held in trust for others.
Part V, Line 4:The Colleges endowment consists of approximately 1,700 individual funds established for a variety of purposes including both donor-restricted endowment funds designated by the Board of Trustees to function as endowments. The College has a policy of appropriating for distribution each year 4.5% to 5.5% of its endowment funds' average fair value over the prior 12 quarters through the September 30th of the preceding fiscal year in which the distribution is planned. These funds are used to further the educational mission of the College.Description of Intended Use of Endowment Funds:
Part X:FIN 48 text was not included in the Audited Financials due to immateriality of risk.Description of Uncertain Tax Positions Under FIN 48:
Part XI, Line 8 - Other Adjustments:adjustment for Actuarial Liabilities: 10095000. Comprehensive loss on staff retirement plan: -902000.
Part XII, Line 2d - Other Adjustments:Student financial aid: -25822000.
Part XIII, Line 4b - Other Adjustments:Student financial aid: 25822000.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt1NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc1PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media1PolicyPublViaBroadcastMedia
Pub Via Broadcast Media ExplnAll brochures and catalogs sent to the general public contain the college's nondiscriminatory policy. These brochures and catalogs are available on campus for inspection.PubViaBroadcastMediaExpln
Maint Racial Composition Records1MaintRacialCompositionRecords
Maint Scholarships Records1MaintScholarshipsRecords
Maint Copies Of Brochures Etc1MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations1MaintCopiesOfAllSolicitations
Discriminate Race Students Rights0DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies0DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty0DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships0DiscriminateRaceScholarships
Discriminate Race Educ Policies0DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog0DiscriminateRaceAthleticProg
Discriminate Race Other Acty0DiscriminateRaceOtherActy
Government Financial Aid Received1GovernmentFinancialAidReceived
Government Financial Aid Revoked0GovernmentFinancialAidRevoked
Govt Financial Aid ExplanationTHE COLLEGE RECEIVES VARIOUS GRANTS AND AWARDS FROM FEDERAL AGENCIES FOR RESEARCH PERFORMED BY ITS FACULTY. INFORMATION ABOUT THESE AWARDS IS AVAILABLE FROM THE FEDERAL AUDIT CLEARINGHOUSE.GovtFinancialAidExplanation
Compliance With Rev Proc75501ComplianceWithRevProc7550

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable (12 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
Europe (including Iceland & Greenland)00PROGRAM SERVICESSTUDY ABROAD PROGRAM0
East Asia & the PacificPROGRAM SERVICESStudy abroad program and promotion of Pomona College to recruit students
Middle East & North AfricaPROGRAM SERVICESSTUDY ABROAD PROGRAM
Central America & the CaribbeanPROGRAM SERVICESSTUDY ABROAD PROGRAM
South AmericaPROGRAM SERVICESSTUDY ABROAD PROGRAM
North America (including Canada & Mexico, but not the United States)PROGRAM SERVICESSTUDY ABROAD PROGRAM
Russia & the newly independent StatesPROGRAM SERVICESSTUDY ABROAD PROGRAM
South AsiaPROGRAM SERVICESSTUDY ABROAD PROGRAM
Sub-Saharan AfricaPROGRAM SERVICESSTUDY ABROAD PROGRAM
Central America & the CaribbeanPROGRAM SERVICESINVESTMENT ACTIVITIES
Europe (including Iceland & Greenland)PROGRAM SERVICESINVESTMENT ACTIVITIES
East Asia & the PacificPROGRAM SERVICESINVESTMENT ACTIVITIES
FieldValueIRS element (for citing)
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Total Amount Spent0TotalAmountSpent

Form990 Schedule F Part IV Form990ScheduleFPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants Outside the U.S.:Identifier
ExplanationSchedule F, Part I, Line 2: The College does not currently track foreign expenditures for each program separately. Therefore, pursuant to IRS guidance, disclosure in Column F is not required in the current year.Explanation

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Agreement Ref Fundraising1AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

Name Of Organization NameOfOrganization

FieldValueIRS element (for citing)
Business Name Line1Marts & Lundy IncBusinessNameLine1
FieldValueIRS element (for citing)
ActivityConsulting services relating to campaign start-upActivity
Fundraiser Control Of Funds0FundraiserControlOfFunds
Gross Receipts0GrossReceipts
Amount Retained By Contractor21000AmountRetainedByContractor
Net To Organization-21000NetToOrganization
FieldValueIRS element (for citing)
Total Retained By Contractors21000TotalRetainedByContractors
Total Net To Organization-21000TotalNetToOrganization
Licensed StatesALLicensedStates
Licensed StatesARLicensedStates
Licensed StatesCALicensedStates
Licensed StatesCTLicensedStates
Licensed StatesDELicensedStates
Licensed StatesFLLicensedStates
Licensed StatesGALicensedStates
Licensed StatesHILicensedStates
Licensed StatesIALicensedStates
Licensed StatesIDLicensedStates
Licensed StatesILLicensedStates
Licensed StatesINLicensedStates
Licensed StatesKSLicensedStates
Licensed StatesKYLicensedStates
Licensed StatesLALicensedStates
Licensed StatesMDLicensedStates
Licensed StatesMELicensedStates
Licensed StatesMILicensedStates
Licensed StatesMNLicensedStates
Licensed StatesMOLicensedStates
Licensed StatesMSLicensedStates
Licensed StatesMTLicensedStates
Licensed StatesNCLicensedStates
Licensed StatesNDLicensedStates
Licensed StatesNELicensedStates
Licensed StatesNJLicensedStates
Licensed StatesNMLicensedStates
Licensed StatesNVLicensedStates
Licensed StatesNYLicensedStates
Licensed StatesOHLicensedStates
Licensed StatesOKLicensedStates
Licensed StatesPALicensedStates
Licensed StatesRILicensedStates
Licensed StatesSCLicensedStates
Licensed StatesSDLicensedStates
Licensed StatesTNLicensedStates
Licensed StatesTXLicensedStates
Licensed StatesUTLicensedStates
Licensed StatesVALicensedStates
Licensed StatesVTLicensedStates
Licensed StatesWILicensedStates
Licensed StatesWVLicensedStates
Licensed StatesWYLicensedStates

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantFinancial Aid and grants to students of Pomona CollegeTypeOfGrant
Number Of Recipients821NumberOfRecipients
Amount Of Cash Grant26125000AmountOfCashGrant
Amount Of Non Cash Assistance0AmountOfNonCashAssistance
Method Of ValuationfmvMethodOfValuation
Description Of Non Cash AssistanceCash grants include financial aid posted as credits to student accounts.DescriptionOfNonCashAssistance

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants in the U.S.:Identifier
Return ReferencePart I, Line 2:ReturnReference
ExplanationSchedule I, Part I, Line 2: Admission to Pomona College is on a need blind basis. This policy is maintained to accomplish diversification of the student body regardless of the financial status of the applicants. A permanent file of all students who are recipients of scholarships and grants is maintained in the Financial Aid Office of Pomona College. An accounting system tracks all awards to individual students for tuition and other costs of attending the College.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Personal ServicesXPersonalServices
Written Policy Re T And E Expenses0WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
David W Oxtoby
363129000334500323770457680474724000
Christopher Ponce
2500160003550363420217810308494000
Karen L Sisson
24286800000323770158220291067000
Richard Fass
173467000249710270390221850247662000
Andrew P O'Boyle
17282700016525023742061360219230000
Robert Robinson
15191700021620161540120890182322000
Deborah Burke
2366920000031073012500269015000
Laura Hoopes
17884200096000242600137340226436000
gary kates
162489000385780267250304220258214000
John Norton
18382000016983025752044740231029000
Gary Smith
22428100000308860214840276651000

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReferenceExplanationExplanation
Part I, Line 1aPart I, Line 1a: Per the employment contracts for the President, Vice President/Dean of the College and Dean of Students, residence on-campus is a condition of their employment and housing is provided for the convenience of the employer. Parts of the facilities are cared for by College staff to ensure readiness for College related events. In connection with her services to the College, the President's spouse, a college employee, may on occasion, travel for business purposes with the President in connection with fundraising and donor cultivation events on behalf of the College. The Board of the College requires the President to be a member of a local club so that business meetings may be held there. There is no personal use of the membership by the President. Gross-up payments relate to the cost of life insurance policies for certain officers and are provided per the individuals' original employment contract.
Part I, Line 1bPart I, Line 1b: The items listed above are provided in connection with the employment contracts of the individuals as approved by the Board.
Part I, Line 4aPER A CONFIDENTIALITY AGREEMENT SIGNED BY THE ORGANIZATION,THE SEVERANCE PACKAGE PAID TO AN EMPLOYEE IS NOT OPEN FOR PUBLIC INSPECTION.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuer
California Educational Facilities Authority
521705592130175W992005-02-0441879739Campus Facilities, Issuance Costs & refunding of 1999B Series00
California Educational Facilities Authority
521705592130178NN22008-06-2659475000Educational facilities & costs of issuance of the bonds00
California Educational Facilities Authority
521705592130178SE72009-04-0262290000Refinance costs of educational facilities, issuance cost, refund '99,'05,'0800

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Total ProceedsTotalProceedsIssuance Costs From ProceedsIssuanceCostsFromProceedsYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindAmount UnspentAmountUnspentCapital ExpendituresCapitalExpenditures
4256520557634520080111
6424835673958720110011472947232098843
6796025988807720111111314773937144393

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
001010.000000.000000.000001
001010.000000.000000.000001
001010.000000.000000.000001

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Term Of GICTermOfGICRegulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfiedGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
NA
0001AIG (212005)3.800000000000110
NA
0001FSA (782008)3.200000000000100
NA
0000na00

Schedule L IRS990ScheduleL

Loan Table LoanTable (4 entries)

Purpose Of LoanPurposeOfLoanLoan From OrganizationLoanFromOrganizationOriginal PrincipalOriginalPrincipalAmountBalance DueBalanceDueDefaultDefaultApproved By BoardApprovedByBoardWritten AgreementWrittenAgreement
Robert Robinson
HOME MORTGAGEX$555,000544000011
John Norton
HOME MORTGAGEX$522,500498000011
Laura Hoopes
HOME MORTGAGEX$215,000133000011
Gary Kates
HOME MORTGAGEX$555,000541000011
FieldValueIRS element (for citing)
Total Balance Due1716000TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonClaire OxtobyNamePerson
FieldValueIRS element (for citing)
RelationshipWife of PresidentRelationship
Amount Of Transaction36000AmountOfTransaction
Description Of TransactionWagesDescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions169NumberOfContributions
Noncash Contribs Rptd F9900NoncashContribsRptdF990
Method Of Determining RevenuesProfessional AppraisalMethodOfDeterminingRevenues

Clothing And Household Goods ClothingAndHouseholdGoods

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F9900NoncashContribsRptdF990
Method Of Determining RevenuesGeneral AppraisalMethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions86NumberOfContributions
Noncash Contribs Rptd F9902276000NoncashContribsRptdF990
Method Of Determining RevenuesHigh/Low averageMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionComputer equipmentsDescription
Number Of Contributions9NumberOfContributions
Noncash Contribs Rptd F9900NoncashContribsRptdF990
Method Of Determining RevenuesValued by DonorMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received6NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used1ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Method for Determining Number of Contributors:Part I, Column (b):Column B reflects the number of items received from various contributors, except in the case of securities, which reflects the number of contributors.
Third Party Use:Part I, Line 32b:Any gift of unneeded personal or real property is sold by professional representatives. Brokers are used to facilitate the sale of securities.
Non Reporting of Revenue:Part I, Line 33:The College follows a policy to not record or capitalize its collections. The College's art collections consist of objects of historical and aesthetic significance held for public exhibition and educational purposes. All works in the collection are catalogued, preserved cared for and monitored according to professional museum standards, and are subject to a policy that requires proceeds from de-accession to be used exclusively for acquisition.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section A, line 2A trustee, Stewart Smith, and the President, David Oxtoby, are overseers of the Claremont University Consortium, a non-profit organization that supports the activities of the Claremont Colleges, of which Pomona College is a member.
Form 990, Part VI, Section B, line 11THE INFORMATIONAL RETURN IS PREPARED BY OUTSIDE ACCOUNTANTS AND IS REVIEWED BY THE AUDIT COMMITTEE. After preliminary review and approval by the vice president/ treasurer, THE RETURN IS THEN MADE AVAILABLE FOR review by all voting members of the Board PRIOR TO ELECTRONIC FILING.
Form 990, Part VI, Section B, line 12cThe Board of Trustees ("the Board") of Pomona College has incorporated its code of conduct and conflict of interest policies into its bylaws. The Audit Committee ("the Committee") of the Board monitors enforcement of and compliance with the Code and the policies, and reports the results thereof to the Board. The Committee monitors compliance by means of an Annual Code of Conduct Questionnaire. In May, the College distributes the questionnaire to all trustees, officers, faculty program coordinators and department chairs and staff at the director level and above. The President's Office collects the completed questionnaires and compiles the results, including identifying negative responses and accompanying explanations. In October, an executive summary of the results are provided to the Committee, and the Committee reports those results to the Board. However, throughout the annual Questionnaire distribution, collection and compilation process, any urgent and heretofore unknown matters identified by questionnaire respondents are escalated immediately to the appropriate members of the Board and management.
Form 990, Part VI, Section B, line 15The College has implemented procedures to fairly compensate employees of the College and provide an appropriate process for setting and approving reasonable levels of compensation for individuals who are in a position to exercise substantial influence over the affairs of the College, such as the President, Vice President/Treasurer, Dean of Faculty, Dean of Students, and Vice President of Advancement. These procedures provide for review and approval by independent trustees, use of comparability data, and contemporaneous substantiation of the deliberation and decision. The Executive Committee of the Board utilizes benchmark salary data from comparable higher education institution groups for executive management positions. The initial process in determining compensation levels consists of gathering compensation data of peer group institutions, which is available from subscribed survey data sources. The salary medians of the comparable education institution groups will inform the committee and be used as guides. The committee will also review salary in relation to local and national inflation measures, individual performance, as evidenced by the annual written performance evaluations, and the individual's length of service in the position. Salary increase recommendations are approved by this Committee during the May Board of Trustees regular meeting. This process was last undertaken and completed for all executive positions in 2010.
Form 990, Part VI, Section C, line 18Form 1023 and all other informational return documents are available to the public upon written request.
Form 990, Part VI, Section C, line 19The policy of Pomona College is to make its governing documents, including the Articles of Incorporation and Bylaws, and financial statements available to the public when requested.
FORM 990, PART XI, LINE 2C:SINCE THE FILING OF PRIOR YEAR 2008 TAX RETURN, THERE HAVE BEEN NO CHANGES TO THE AUDIT OVERSIGHT AND SELECTION PROCESS.
Form 990, Part VI, Section B, Line 14:Departments within Pomona College maintain records per requirements of their respective areas. The Business Office has written retention procedures for all financial records of the college that align with legal and industry standards. The Financial Aid Office has written guidelines in their policies and procedures manual that incorporate federal requirements. The Registrar's Office follows the written policies of the American Association of Collegiate Registrar and Admissions Officers.

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