CALTECH Y: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- CALTECH Y (EIN 95-1684790)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-13
- IRS object ID
- 201112259349300621
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-13T15:25:05-07:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL B NOLL CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 S LAKE AVE STE 404 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 911063955 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951684790 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Caltech Y | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CALT | NameControl |
| Phone | 6263956163 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 E California Blvd MC 5-62 | AddressLine1 |
| City | Pasadena | City |
| State | CA | State |
| ZIP Code | 91125 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Daniel Erickson | Name |
| Title | Treasurer | Title |
| Date Signed | 2011-08-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael B Noll | Name |
| Phone | 6266830515 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 623622 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | www.caltechy.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | To enrich student life and challenge students to grow into responsible citizens of the world. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 64 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 64 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 336245 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 333794 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 34855 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 49114 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 81159 | InvestmentIncomePriorYear |
| Investment Income Current Year | 182758 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8130 | OtherRevenuePriorYear |
| Other Revenue Current Year | 11421 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 460389 | TotalRevenuePriorYear |
| Total Revenue Current Year | 577087 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2400 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4800 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 307298 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 419327 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 82736 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 151863 | OtherExpensePriorYear |
| Other Expenses Current Year | 148876 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 461561 | TotalExpensesPriorYear |
| Total Expenses Current Year | 573003 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1172 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4084 | RevenuesLessExpensesCY |
| Total Assets BOY | 1813671 | TotalAssetsBOY |
| Total Assets EOY | 1808727 | TotalAssetsEOY |
| Total Liabilities BOY | 97974 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 88946 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1715697 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1719781 | NetAssetsOrFundBalancesEOY |
| Mission Description | To enrich student life and challenge students to grow into responsible citizens of the world. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 373357 | Expense |
| Revenue | 49114 | Revenue |
| Description | STUDENT PROGRAMS - The Student Executive Committee (ExComm), Y-Outdoors and Social Activism Speaker Series Committees, and Community Service project leaders - including 40 to 50 student leaders - plan and implement approximately 100 programs each year including: the Y-Hike backpacking trip, day hikes, National Park camping trips, the International Food Festival, Martin Luther King Jr. Commemoration Week events, Decompression, Union Station Homeless shelter - monthly meal service, Alternative Spring Break trips, Make-A-Difference Day, the Washington DC Science Policy Trip, a speaker series that featured well-renowned speakers (Alexis Madrigal, Ira Leifer, Jim Fruchterman, Steve Koonin) and a documentary from Liberty in North Korea, and Explore LA, Life Skills, and Adventure 101 Series. Over 6,000 individuals participated or were served by the Caltech Y's programs. The Y also awarded the Lucy Guernsey Award to two students for their outstanding service to the community and the annual Studenski travel and education grant to one Caltech undergraduate student. | Description |
| Total Program Service Expense | 373357 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Nbr Voting Governing Body Members | 64 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 64 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | false | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Athena Castro | NamePerson |
| Telephone Number | 6263956163 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 E California Blvd | AddressLine1 |
| City | Pasadena | City |
| State | CA | State |
| ZIP Code | 91125 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Toni Perpall | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Tom Mannion | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Susan Murakami | ||||||
| Chairman | 2.00 | X | 0 | 0 | 0 | X |
| Samantha Foster | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Rosemary Macedo | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Robert Perpall | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Robert Nathan | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Richard Beatty | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Peter Mason | ||||||
| Treasurer | 2.00 | X | 0 | 0 | 0 | X |
| Norri Sirri | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Nancy Lan | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Marshall Cohen | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Marjorie Gooding | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Lee Fisher | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| John Gee | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Jean-Paul Revel | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Jane Pinkerton | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| James Workman | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Howell Tyson | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Gretchen Leonard | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Fredrick Shair | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Franklin Dryden | ||||||
| Vice-Chair | 1.00 | X | 0 | 0 | 0 | |
| Douglas Smith | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Dorothy Tyson | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Doreen Mason | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Donald Brown | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Don Pinkerton | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Debra Dison Hall | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Deborah Smith | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| David Levy | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Daniel Erickson | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Connie Kofahl | ||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | X |
| Candace Rypisi | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Bill Burrows | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Betty Sirri | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Ben Turk | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Barbara Gee | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Anthony Leonard | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 15899 | FundraisingEvents |
| Related Organizations | 185595 | RelatedOrganizations |
| Government Grants | 17590 | GovernmentGrants |
| All Other Contributions | 114710 | AllOtherContributions |
| Total Contributions | 333794 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Student program fees | Description |
| Total Revenue Column | 49114 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49114 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 49114 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 182758 | TotalRevenueColumn |
| Exclusion | $182,758 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | 11360 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | 954 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | 10406 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10406 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10406 | RelatedOrExemptFunctionIncome |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 41078 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 15899 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 40347 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 731 | TotalRevenueColumn |
| Exclusion | $731 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 5518 | GrossSalesOfInventory |
| Cost Of Goods Sold | 5234 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 284 | TotalRevenueColumn |
| Related Or Exempt Function Income | 284 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 577087 | TotalRevenueColumn |
| Related Or Exempt Function Income | 59804 | RelatedOrExemptFunctionIncome |
| Exclusion | $183,489 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4800 | Total |
| Program Services | 4800 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 332547 | Total |
| Program Services | 214027 | ProgramServices |
| Management And General | 64298 | ManagementAndGeneral |
| Fundraising | 54222 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22395 | Total |
| Program Services | 14286 | ProgramServices |
| Management And General | 4299 | ManagementAndGeneral |
| Fundraising | 3810 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37486 | Total |
| Program Services | 21372 | ProgramServices |
| Management And General | 7064 | ManagementAndGeneral |
| Fundraising | 9050 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26899 | Total |
| Program Services | 19371 | ProgramServices |
| Management And General | 4158 | ManagementAndGeneral |
| Fundraising | 3370 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20621 | Total |
| Program Services | 1500 | ProgramServices |
| Management And General | 19121 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4709 | Total |
| Program Services | 736 | ProgramServices |
| Management And General | 2539 | ManagementAndGeneral |
| Fundraising | 1434 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1569 | Total |
| Program Services | 1268 | ProgramServices |
| Fundraising | 301 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4200 | Total |
| Program Services | 105 | ProgramServices |
| Management And General | 3857 | ManagementAndGeneral |
| Fundraising | 238 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 554 | Total |
| Management And General | 115 | ManagementAndGeneral |
| Fundraising | 439 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 395 | Total |
| Management And General | 378 | ManagementAndGeneral |
| Fundraising | 17 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25832 | Total |
| Program Services | 25832 | ProgramServices |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 305 | Total |
| Management And General | 50 | ManagementAndGeneral |
| Fundraising | 255 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5294 | Total |
| Program Services | 3765 | ProgramServices |
| Management And General | 1529 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Program supplies | 8640 | 8541 | 79 | 20 |
| Printing and Publications | 13494 | 2726 | 3050 | 7718 |
| Honorarium | 12815 | 12815 | ||
| Food, meals, meetings | 26022 | 25133 | 252 | 637 |
| Caltech labor | 7687 | 4926 | 2633 | 128 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16739 | Total |
| Program Services | 12154 | ProgramServices |
| Management And General | 3488 | ManagementAndGeneral |
| Fundraising | 1097 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 573003 | Total |
| Program Services | 373357 | ProgramServices |
| Management And General | 116910 | ManagementAndGeneral |
| Fundraising | 82736 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100 | BOY |
| EOY | 847 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55070 | BOY |
| EOY | 61693 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50 | BOY |
| EOY | 3667 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 835 | BOY |
| EOY | 835 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 82114 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 57120 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23035 | BOY |
| EOY | 24994 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1734581 | BOY |
| EOY | 1716691 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1813671 | BOY |
| EOY | 1808727 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80384 | BOY |
| EOY | 88946 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17590 | BOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97974 | BOY |
| EOY | 88946 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1140601 | BOY |
| EOY | 1142151 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 575096 | BOY |
| EOY | 577630 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1715697 | BOY |
| EOY | 1719781 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1813671 | BOY |
| EOY | 1808727 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | false | FSAudited |
| Audit Committee | false | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Insitute of Technology | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643307 | EIN |
| Type Of Organization | 6 | TypeOfOrganization |
| Listed In Governing Doc | false | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| General Explanation | Part I, Line h, column vii: The Caltech Y provided the following services for the benefit of the student body of California Insititute of Technology:STUDENT PROGRAMS - The Student Executive Committee (ExComm), Y-Outdoors and Social Activism Speaker Series Committees, and Community Service project leaders - including 40 to 50 student leaders - plan and implement approximately 100 programs each year including: the Y-Hike backpacking trip, day hikes, National Park camping trips, the International Food Festival, Martin Luther King Jr. Commemoration Week events, Decompression, Union Station Homeless shelter - monthly meal service, Alternative Spring Break trips, Make-A-Difference Day, the Washington DC Science Policy Trip, a speaker series that featured well-renowned speakers (Alexis Madrigal, Ira Leifer, Jim Fruchterman, Steve Koonin) and a documentary from Liberty in North Korea, and Explore LA, Life Skills, and Adventure 101 Series. Over 6,000 individuals participated or were served by the Caltech Y's programs. The Y also awarded the Lucy Guernsey Award to two students for their outstanding service to the community and the annual Studenski travel and education grant to one Caltech undergraduate student. | GeneralExplanation |
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 | 1734581 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 176912 | InvestmentEarningsOrLosses |
| Other Expenditures | 196552 | OtherExpenditures |
| End Of Year Balance | 1714941 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1833657 | BeginningOfYearBalance |
| Contributions | 5368 | Contributions |
| Investment Earnings Or Losses | 74802 | InvestmentEarningsOrLosses |
| Other Expenditures | 179246 | OtherExpenditures |
| End Of Year Balance | 1734581 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.66000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.34000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 43673 | OtherCostOrOtherBasis |
| Depreciation | 25357 | Depreciation |
| Book Value | 18316 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38441 | OtherCostOrOtherBasis |
| Depreciation | 31763 | Depreciation |
| Book Value | 6678 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 24994 | TotalOfBookValueLandBuildings |
| Total Book Value Other Assets | 1716691 | TotalBookValueOtherAssets |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part V, Line 4 | Identifier |
| Return Reference | Part V, Line 4: Intended uses of the endowment fund. | ReturnReference |
| Explanation | Endowment funds are for the support of programs at The Caltech Y. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf tournament & auction | NameOfEvent1 |
| Gross Receipts Event1 | 35544 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 15899 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 19645 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 5609 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 11721 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Friends Dinner & Activities | NameOfEvent2 |
| Gross Receipts Event2 | 14615 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 14615 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 19797 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 11 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 6818 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 6818 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 1003 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 2093 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 113 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 56977 | GrossReceiptsTotal |
| Charitable Contributions Total | 15899 | CharitableContributionsTotal |
| Gross Revenue Total Events | 41078 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 6612 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 21890 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 11845 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 40347 | DirectExpenseSummaryEvents |
| Net Income Summary | 731 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Form 990 is posted on the website for the California Attorney General's Registry of Charitable Trusts. Form 990, governing documents, policies and financial information are available for inspection at The Caltech Y office. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Annually, the personnel committee convenes to review compensation package of the executive director, program director and development director taking into consideration comparability data of other non-profit organizations in Los Angeles County. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Annually, management circulates questionnaire to board of directors inquiring if there are any conflicts of interest or related-party transactions. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | Form 990 is distributed to Finance Committee for detailed review prior to filing and is available to entire board of directors upon request. |
| Form 990, Part VI, Line 8 | Form 990, Part VI, Line 8 : Explanation of No Contemporaneously Documentation of Meetings | Although no committee has authority to act on behalf of the governing body, minutes of committee meetings are documented. |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | John and Barbara Gee, marriedRolf and Gunilla Hastrup, marriedAnthony and Gretchen Leonard, marriedPeter and Doreen Mason, marriedRobert and Toni Perpall, married (Robert deceased)Don and Jane Pinkerton, marriedNorri and Betty Sirri, marriedDouglas and Deborah Smith, marriedHowell and Dorothy Tyson, marriedBen Turk and Samantha Foster, marriedLee Fisher and Susan Murakami, married |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Institute of Technology | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 E California Blvd | AddressLine1 |
| City | Pasadena | City |
| State | CA | State |
| ZIP Code | 91125 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643307 | EIN |
| Primary Activities | Higher Education | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 170(b)(1)(A)(ii) | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Institute of Technology | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | c | TransactionType |
| Amount Involved | 185595 | AmountInvolved |
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