2011-02-11T14:48:33-06:00 2010-06-30 990 2009-07-01 941698615 THOMAS AQUINAS COLLEGE THOM 8055254417 10000 OJAI ROAD SANTA PAULA CA 93060 PETER L DELUCA III 8055254417 2011-02-09 2009 2016-02-24 21:20:13Z PETER L DELUCA III 10000 OJAI ROAD SANTA PAULA CA 93060 21764734 0 X WWW.THOMASAQUINAS.EDU X 1971 CA POST SECONDARY EDUCATION-EDUCATIONAL ACTIVITIES 21 0 567 0 256193 256193 4665291 5487107 9529991 10156581 529953 493541 5715252 603084 20440487 16740313 1958437 2377416 0 8066457 8384257 24458 17757 2378608 5619459 6221394 15668811 17000824 4771676 -260511 76714170 71785236 15963247 10241969 60750923 61543267 Thomas Aquinas College is an institution that has faithfully pursued, articulated and defended a single, well-defined mission throughout its 39 years of existence. That mission is stated well in its Self-Study: to provide for the "liberal education of students according to the natural powers of reason and by the light of the Catholic Faith." 0 0 11957315 2377416 10177335 EDUCATIONAL ACTIVITIES. STUDENT AVERAGE 340. 11957315 1 1 0 0 0 0 1 0 1 1 1 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 415 0 1 567 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 21 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X THOMAS AQUINAS COLLEGE 8055254417 10000 OJAI RD SANTA PAULA CA 930609621 MARIA O GRANT X 0 0 0 JAMES BARRETT X 0 0 0 MARK BELNICK X 0 0 0 MARGARET BOOKS-LLAMAS X 0 0 0 HARRY BROWNE X 0 0 0 JAMES CONN X 0 0 0 MILTON DAILY X 0 0 0 MICHAEL GRACE X 0 0 0 FRANCES HARDART X 0 0 0 BARBARA HENKELS X 0 0 0 JAMES HOLMAN X 0 0 0 DIETER HUCKESTEIN X 0 0 0 MARK MONTGOMERY X 0 0 0 RONALD RICHARD X 0 0 0 FREDRICK RUOPP X 0 0 0 MARK RYLAND X 0 0 0 THERESA SALAMENO X 0 0 0 THOMAS SULLIVAN X 0 0 0 SCOTT TURICCHI X 0 0 0 HENRY ZEITER X 0 0 0 ANDREW ZEPEDA X 0 0 0 MARCUS BERQUIST 40.00 X 93786 0 22204 PETER DELUCA 40.00 X 101642 0 18964 THOMAS DILLON 40.00 X 33959 0 7660 JOHN MASTELLER 40.00 X 109067 0 23302 MICHAEL MCLEAN 40.00 X 99812 0 18964 JOHN NEUMAYR 40.00 X 49534 0 15345 GREGORY BECHER 40.00 X 119006 0 23358 MICHAEL COLLINS 40.00 X 113974 0 22957 THOMAS MELLEIN 40.00 X 109763 0 23241 PAUL O'REILY 40.00 X 120233 0 23159 DAVID QUACKENBUSH 40.00 X 115170 0 22913 1065946 0 222067 7 0 0 0 HMH CONSTRUCTION COMPANY 330 WOOD RD STE A CAMARILLO CA 93010 CONSTRUCTION 1382464 BON APPETIT MANAGEMENT 1000 W TEMPLE ST LOS ANGELES CA 90074 FOOD SERVICES 1025030 FIRST CALIFORNIA BANK 300 ESPLANADE DR STE 102 OXNARD CA 93036 BUSINESS SERVICES 851029 BENEFIT ALLOCATION SYSTEM INC PO BOX 31001-1149 PASADENA CA 91110 MEDICAL INSURANCE 848627 TIAA PO BOX 1259 CHARLOTTE NC 282011259 RETIREMENT SERVICE 470660 10 38304 5448803 2623086 5487107 TUITION 611600 7582792 7582792 AUXILIARY 611710 2573789 2573789 10156581 497441 497441 500467 256193 244274 39898 39898 39898 39898 4904459 4908359 -3900 -3900 -3900 29325 38304 40379 -11054 -11054 96437 75683 20754 20754 SEMINARS 611710 28245 28245 RETREATS 611710 19300 19300 5474 5474 53019 16740313 10177335 256193 819678 2377416 2377416 396492 194521 66682 135289 6235574 4664261 956264 615049 217479 141361 54370 21748 1079702 732565 196037 151100 455010 310763 83892 60355 30019 18528 11491 30500 30500 17757 17757 42815 42815 1550892 926162 445049 179681 136343 73763 62580 394254 68419 54661 271174 27191 6156 21035 476059 304517 119619 51923 103440 19151 21690 62599 101275 7460 654 93161 681580 443027 170395 68158 2110214 1392741 274328 443145 218224 133187 62221 22816 MISCELLANEOUS 177983 86205 11722 80056 EDUC MATERIALS & ACTIVI 127158 118414 8244 500 MEMBERSHIP FEES & DUES 51841 37145 5705 8991 UNRELATED BUSINESS INCO -38394 -38394 17000824 11957315 2664901 2378608 118049 48352 3703246 912482 1647411 943605 108290 100241 112512 123945 47641 50910 108692 162867 67701119 15202617 54225079 52498502 13959962 14195389 79134 137644 2604154 2611299 76714170 71785236 621152 282900 577080 381222 13929823 8707192 835192 870655 15963247 10241969 X 48944901 48808405 1680283 2463832 10125739 10271030 60750923 61543267 76714170 71785236 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 565 151929 X 0 10815288 231785 1170889 536436 25969 11655497 12508127 250328 -1267489 675417 321 10815228 1.00000 0 0 1288801 1288801 60701068 10956969 49744099 5711250 4245648 1465602 52498502 CHARITABLE REMAINDER UNITRUST, BOYLE 77694 F MCGEE TRUST 59950 F 137644 OIL PROPERTY-ROYALTY 952677 OIL PROPERTY-WORKING INTEREST 1539295 INVESTMENT LONG-TERM 1000 PRIVATE LIFE INSURANCE 118327 2611299 CHARITABLE REMAINDER GIFT ANNUNITIES 786503 CHARITABLE REMAINDER UNITRUST 24202 MCGEE TRUST 59950 870655 16740313 17000824 -260511 1052848 7 1052855 792344 17868846 1052848 2 1052850 16815996 -75683 -75683 16740313 17076508 75683 75683 17000825 -1 -1 17000824 Part III, Line 4: Our Library collection includes works of art, historical artifacts, and books and manuscripts that are related to our program of studies. The books and manuscripts, for example, are typically early editions in the original languages of the books we read in our program of studies. These items allow professors and students to review the works in their original form. The works of art and other historical artifacts provide students and professors with a sense of context for the readings in the program. Part XI, Line 8 - Other Adjustments: OTHER ADJUSTMENTS: 7. Part XII, Line 2d - Other Adjustments: OTHER ADJUSTMENTS: 2. Part XII, Line 4b - Other Adjustments: COGS AS EXPENSE IN AUDITED FINANCIALS: -75683. Part XIII, Line 2d - Other Adjustments: COGS AS EXPENSE IN AUDITED FINANCIALS: 75683. Part XIII, Line 4b - Other Adjustments: OTHER ADJUSTMENTS: -1. PART X, LINE 2: The College evaluates its uncertain tax positions, under ASC 740-10, Accounting for Income Taxes, and would recognize a loss contingency when it is probable that a liability has been incurred as of the date of the financial statements and the amount of the loss can be reasonably estimated. The amount recognized is subject to estimate and management judgment with respect to the likely outcome of each uncertain tax position. The amount that is ultimately sustained for an individual uncertain tax position or for all uncertain tax positions in the aggregate could differ from the amount recognized. Management does not believe that the College has any uncertain tax positions. 1 1 1 Publicized via our web-site 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 X X X X X X 1 JEROLD PANAS LINZY AND PARTNERS PROVIDES DATA 0 0 17757 0 17757 WA GOLF TOURNAMENT 67633 38308 29325 2041 23398 8399 6541 67633 38308 29325 2041 23398 8399 6541 40379 -11054 1 NEED BASED AID (GRANTS) PROVIDED TO STUDENTS ATTENDING THOMAS AQUINAS COLLEGE 225 2377416 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: All grants and assistance that are provided by Thomas Aquinas College are part of a need-based financial aid program that assists students with the cost of tuition, room and board. Besides grants, the only other assistance offered is a need-based employment program. The financial aid office maintains records to substantiate the amount of the grants and assistance, the grantee's eligibility for the grants and assistance, and the selection criteria used to award the grants and assistance. All grants and assistance are carefully monitored by Thomas Aquinas College. The amounts are disbursed directly into the student's account for tuition, room and board, and consequently, the College has full control over how the grants and assistance are used. X X 0 0 0 0 0 0 0 0 0 CHILD OF ADM FACULTY MEMBER NEED BASED SCHOLARSHIP Amount $ 20002. X 1 565 FMV X 2373 FMV X 22 359427 FMV X 1 1700 FMV X FURNITURES 2 40703 FMV X NURSERY PLANTS 2 10878 FMV X PROF. PHOTOS 1 5677 FMV X MISCELLANEOUS 6 8556 FMV 0 0 1 1 Third Party Use: Part I, Line 32b: THE COLLEGE USED MORGAN STANLY CO. OR OTHER THIRD PARTIES TO SELL SECURITIES-PUBLICLY TRADED NON-CASH DONATIONS. Form 990, Part V, line 3b FORM 990-T WILL BE FILED BY APRIL 15, 2011 Form 990, Part VI, Section B, line 11 THE 990 IS PREPARED BY THE STAFF ACCOUNTANT AND THE BUSINESS MANAGER, AND FINALLY REVIEWED AND APPROVED BY THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. Form 990, Part VI, Section B, line 12c THE POLICY IS SELF-MONITORED, AND ANY QUESTIONS REGARDING CONFLICT OF INTEREST ARE REVIEWED BY THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND THE PRESIDENT. Form 990, Part VI, Section C, line 19 UPON REQUEST, THE COLLEGE WILL PROVIDE COPIES OF ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS. FORM 990, PART XI, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. Schedule G, Part I, Line 2b, Column (v) Explanation of Fundraising Payments THE PAYMENTS WERE MADE FOR CONSULTING SERVICES PROVIDED BY JEROLD PANAS, LINSY AND PARTNERS. THESE SERVICES INCLUDED MEETING WITH OUR BOARD AND DEVELOPMENT OFFICE STAFF TO CREATE A FUNDRAISING STRATEGY. Form 990, Part VI, Section B, Line 15 THE PRESIDENT AND ALL KEY EMPLOYEES ARE MEMBERS OF THE FACULTY AND PAID ON THE FACULTY SALARY SCALE WITH NO ADJUSTMENTS FOR THEIR POSITION. THE FACULTY SCALE IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF GOVERNORS.