OCCIDENTAL COLLEGE: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- OCCIDENTAL COLLEGE (EIN 95-1667177)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201141369349305729
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T15:38:47-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951667177 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OCCIDENTAL COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OCCI | NameControl |
| Phone | 3232591417 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 CAMPUS ROAD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90041 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael P Groener | Name |
| Title | Vice President for Admin & Finance | Title |
| Date Signed | 2011-05-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175305000 | Phone |
| 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) |
|---|---|---|
| Name Of Principal Officer Person | Jonathan Veitch | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 CAMPUS ROAD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90041 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 275933274 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.OXY.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1887 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2368 | TotalNbrEmployees |
| Total Nbr Volunteers | 693 | TotalNbrVolunteers |
| Total Gross UBI | 777025 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 41729 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 12349711 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 15945171 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 77165306 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 87313638 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -6915097 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8248065 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4857605 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4084540 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 87457525 | TotalRevenuePriorYear |
| Total Revenue Current Year | 115591414 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 26748508 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 30951725 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 52966764 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 55826036 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 5685585 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 38301486 | OtherExpensePriorYear |
| Other Expenses Current Year | 37812753 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 118016758 | TotalExpensesPriorYear |
| Total Expenses Current Year | 124590514 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -30559233 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -8999100 | RevenuesLessExpensesCY |
| Total Assets BOY | 506029348 | TotalAssetsBOY |
| Total Assets EOY | 533544112 | TotalAssetsEOY |
| Total Liabilities BOY | 124619247 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 124364236 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 381410101 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 409179876 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 75809840 | Expense |
| Grants | 30362224 | Grants |
| Revenue | 85286207 | Revenue |
| Description | SEE SCHEDULE O | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 27312491 | Expense |
| Grants | 141920 | Grants |
| Revenue | 1739608 | Revenue |
| Description | SEE SCHEDULE O | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3865204 | Expense |
| Grants | 447581 | Grants |
| Revenue | 287823 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 106987535 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | 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 | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | 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 | 2823 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2368 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | 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 | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | OCCIDENTAL COLLEGE BUSINESS | NamePerson |
| Telephone Number | 3232591417 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICE 1600 CAMPUS RD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90041 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (50 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| ANNE CANNON ENDERS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DAVID W BERKUS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JOHN G BRANCA JD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| EILEEN ANISGARTEN BROWN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CHRISTOPHER C CALKINS JD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ALICE WALKER DUFF PHD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JOHN R FARMER | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| IRWIN S FIELD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| GARY STEVEN FINDLEY JD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| J EUGENE GRIGSBY III PHD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| FRED HAMEETMAN | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| JOHN KEISTER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DANIEL IAN MCKINNON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| WILLIAM M KAHANE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| KENNETH D SULZER JD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CATHERINE A PEPE JD | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| JOHN B POWER JD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| STEPHEN D ROUNTREE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| VALERIE REECE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CATHERINE YOUNG SELLECK | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| STEVEN R ROBINSON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CHRISTOPHER VARELAS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SUSAN MALLORY | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| BERNARD J TYSON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ANDREA VAN DE KAMP | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CHARLENE CONRAD LIEBAU | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ROBERT NIETHART | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CARL A BALLTON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DON R CONLAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| steve f hinchliffe | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| JULIE DEES JOHNSON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| GORDON MACINNES | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JANET MCINTYRE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JOAN A PAYDEN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MICHAEL P GROENER | ||||||||
| VP ADMIN. & FIN & TREAS | 50.0 | 251143 | 0 | 38297 | X | |||
| ROZITA AFAR | ||||||||
| SECRETARY of the Board | 50.0 | 90474 | 0 | 63009 | X | |||
| BARBARA AVERY | ||||||||
| VP STUDENT AFF & DEAN OF STUD | 50.0 | 184017 | 0 | 71722 | X | |||
| ERIC M FRANK | ||||||||
| VP ACAD AFF & DEAN OF COLLEGE | 50.0 | 246095 | 0 | 33568 | X | |||
| PAMELA ANN MCQUESTEN | ||||||||
| VP of INFORMATION resources | 50.0 | 188000 | 0 | 19796 | X | |||
| WILLIAM DALE TINGLEY | ||||||||
| VP ADMISSIONS & FIN AID | 50.0 | 218808 | 0 | 22360 | X | |||
| JOHN G TOMLINSON JR | ||||||||
| VP INST. ADV. UNTIL 11/2009 | 50.0 | 229244 | 0 | 30296 | X | |||
| JONATHAN VEITCH | ||||||||
| president | 50.0 | 265207 | 0 | 67073 | X | |||
| RICHARD GILMAN | ||||||||
| PRESIDENT EMERITUS | 50.0 | 31304 | 0 | 3747 | X | |||
| DENNIS COLLINS | ||||||||
| SR VP OF INSTIT. ADVANCEMENT | 50.0 | 36250 | 0 | 7500 | X | |||
| PHOEBE DEA - ASSOCIATE | ||||||||
| DEAN, PROFESSOR OF CHEMISTRY | 50.0 | 182096 | 0 | 19209 | X | |||
| DEREK SHEARER - DIR OF GLOBAL | ||||||||
| AFFAIRS, PROF OF DIPLOMACY | 50.0 | 175852 | 0 | 25413 | X | |||
| LARRY CALDWELL | ||||||||
| PROFESSOR OF POLITICS | 50.0 | 147429 | 0 | 22449 | X | |||
| JAMES SADD | ||||||||
| PROFESSOR OF GEOLOGY | 50.0 | 152239 | 0 | 16560 | X | |||
| CHRIS CRANEY | ||||||||
| PROFESSOR OF CHEMISTRY | 50.0 | 153956 | 0 | 23170 | X | |||
| ROBERT SKOTHEIM | ||||||||
| former PRESIDENT | 50.0 | 209942 | 0 | 61312 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2762056 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 525481 | TotalOtherCompensation |
| Number Individuals GT100 K | 93 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| TOVEY SHULTZ CONSTRUCTION INC | |||||
| 18261 COLLIER AVENUE UNIT A | LAKE ELSINORE | CA | 92530 | CONTRACTOR | 3014799 |
| VANCREST CONSTRUCTION CORPORATION | |||||
| 7171 N FIGUEROA STREET | LOS ANGELES | CA | 90042 | CONTRACTOR | 1162708 |
| ROYAL OAKS PROPERTY DEV RENOVATI | |||||
| 3731 LOS AMIGOS STREET | LA CRESCENTA | CA | 91214 | CONTRACTOR | 676345 |
| DIVERSIFIED LITHO SERVICES | |||||
| 1415 E MCFADDEN AVENUE UNIT A | SANTA ANA | CA | 92705 | PRINTING | 664757 |
| BERNARDY CONSTRUCTION INC | |||||
| 5054 ROCKLEDGE DR | RIVERSIDE | CA | 92506 | CONTRACTOR | 473768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 25 | NumberOfContractorsGT100K |
| Government Grants | 2702287 | GovernmentGrants |
| All Other Contributions | 13242884 | AllOtherContributions |
| Noncash Contributions | 1980728 | NoncashContributions |
| Total Contributions | 15945171 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION AND FEES | 900099 | 75397868 | 75397868 | |
| RESIDENCE HALLS | 900099 | 9204914 | 9204914 | |
| OTHER COLLEGE RELATED | 900099 | 2710856 | 1875154 | 835702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 87313638 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5504420 | TotalRevenueColumn |
| Unrelated Business Revenue | -58677 | UnrelatedBusinessRevenue |
| Exclusion | $5,563,097 | 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 Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 158895682 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 156152037 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2743645 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2743645 | TotalRevenueColumn |
| Exclusion | $2,743,645 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
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 | 8274363 | GrossSalesOfInventory |
| Cost Of Goods Sold | 4189823 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4084540 | TotalRevenueColumn |
| Exclusion | $4,084,540 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 115591414 | TotalRevenueColumn |
| Related Or Exempt Function Income | 86477936 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 777025 | UnrelatedBusinessRevenue |
| Exclusion | $12,391,282 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 861399 | Total |
| Program Services | 861399 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30090326 | Total |
| Program Services | 30090326 | 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 | 3028839 | Total |
| Program Services | 1376253 | ProgramServices |
| Management And General | 1218807 | ManagementAndGeneral |
| Fundraising | 433779 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184097 | Total |
| Program Services | 184097 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39963294 | Total |
| Program Services | 35352732 | ProgramServices |
| Management And General | 1919971 | ManagementAndGeneral |
| Fundraising | 2690591 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3459558 | Total |
| Program Services | 2867282 | ProgramServices |
| Management And General | 334885 | ManagementAndGeneral |
| Fundraising | 257391 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6222676 | Total |
| Program Services | 5156803 | ProgramServices |
| Management And General | 602386 | ManagementAndGeneral |
| Fundraising | 463487 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2967572 | Total |
| Program Services | 2459524 | ProgramServices |
| Management And General | 287261 | ManagementAndGeneral |
| Fundraising | 220787 | 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 | 104115 | Total |
| Management And General | 104115 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215288 | Total |
| Management And General | 215288 | 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 | 3729938 | Total |
| Management And General | 3729938 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3471608 | Total |
| Program Services | 2722968 | ProgramServices |
| Management And General | 468906 | ManagementAndGeneral |
| Fundraising | 279734 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74052 | Total |
| Program Services | 61740 | ProgramServices |
| Management And General | 10212 | ManagementAndGeneral |
| Fundraising | 2100 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5170527 | Total |
| Program Services | 3746977 | ProgramServices |
| Management And General | 708651 | ManagementAndGeneral |
| Fundraising | 714899 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1262897 | Total |
| Program Services | 1177936 | ProgramServices |
| Fundraising | 84961 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2600045 | Total |
| Program Services | 2453520 | ProgramServices |
| Management And General | 146525 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1312728 | Total |
| Program Services | 1179561 | ProgramServices |
| Management And General | 71782 | ManagementAndGeneral |
| Fundraising | 61385 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 390971 | Total |
| Program Services | 350839 | ProgramServices |
| Management And General | 28113 | ManagementAndGeneral |
| Fundraising | 12019 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4220634 | Total |
| Program Services | 4101874 | ProgramServices |
| Management And General | 118760 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6474443 | Total |
| Program Services | 6132765 | ProgramServices |
| Management And General | 329217 | ManagementAndGeneral |
| Fundraising | 12461 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 703644 | Total |
| Program Services | 66954 | ProgramServices |
| Management And General | 636690 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CAPITAL EXPENDITURE | 1655247 | 1626307 | 28940 | |
| INTERNATIONAL PROGRAMS | 3158730 | 3158730 | ||
| TAXES, LICENSES & FEES | 567335 | 99488 | 464304 | 3543 |
| MEALS AND ENTERTAINMENT | 447559 | 226248 | 55504 | 165807 |
| DUES, SUBSCRIP., & LIB. BOOKS | 964593 | 852638 | 71193 | 40762 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1288399 | Total |
| Program Services | 680574 | ProgramServices |
| Management And General | 365946 | ManagementAndGeneral |
| Fundraising | 241879 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124590514 | Total |
| Program Services | 106987535 | ProgramServices |
| Management And General | 11917394 | ManagementAndGeneral |
| Fundraising | 5685585 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2911744 | BOY |
| EOY | 2864785 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40409287 | BOY |
| EOY | 48008558 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2422219 | BOY |
| EOY | 3701958 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 333737 | BOY |
| EOY | 612567 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 777661 | BOY |
| EOY | 382784 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18992936 | BOY |
| EOY | 20491140 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 562441 | BOY |
| EOY | 515319 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 316113 | BOY |
| EOY | 358305 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 205816127 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 70969813 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132106265 | BOY |
| EOY | 134846314 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 263990024 | BOY |
| EOY | 271271830 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30213805 | BOY |
| EOY | 37517524 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12993116 | BOY |
| EOY | 12973028 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 506029348 | BOY |
| EOY | 533544112 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10876739 | BOY |
| EOY | 12220912 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4962189 | BOY |
| EOY | 4718586 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88146000 | BOY |
| EOY | 86735000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7589904 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4167567 | BOY |
| EOY | 4167567 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8876848 | BOY |
| EOY | 16522171 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124619247 | BOY |
| EOY | 124364236 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112209799 | BOY |
| EOY | 118966756 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137508381 | BOY |
| EOY | 154147595 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131691921 | BOY |
| EOY | 136065525 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 381410101 | BOY |
| EOY | 409179876 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 506029348 | BOY |
| EOY | 533544112 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $1 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 1 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Membership Dues | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1i | ReturnReference |
| Explanation | The organization pays membership dues to member organizations which may engage in lobbying activities. Therefore, a portion of the dues may be attributable to lobbying activities. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 276460804 | BeginningOfYearBalance |
| Contributions | 1575099 | Contributions |
| Investment Earnings Or Losses | 38366887 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7491188 | GrantsOrScholarships |
| Administrative Expenses | 10020996 | AdministrativeExpenses |
| End Of Year Balance | 298890606 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 356935132 | BeginningOfYearBalance |
| Contributions | 2595148 | Contributions |
| Investment Earnings Or Losses | -67487860 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6800246 | GrantsOrScholarships |
| Administrative Expenses | 8781370 | AdministrativeExpenses |
| End Of Year Balance | 276460804 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.16000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.84000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1481532 | OtherCostOrOtherBasis |
| Book Value | 1481532 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 175183582 | OtherCostOrOtherBasis |
| Depreciation | 55116252 | Depreciation |
| Book Value | 120067330 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21401581 | OtherCostOrOtherBasis |
| Depreciation | 14338009 | Depreciation |
| Book Value | 7063572 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7749432 | OtherCostOrOtherBasis |
| Depreciation | 1515552 | Depreciation |
| Book Value | 6233880 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 134846314 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONMARKETABLE ALT INVESTMENTS | Description |
| Book Value | 37517524 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 37517524 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES PAYABLE | $12,366,168 |
| BONDS PREMIUM, NET | $1,752,412 |
| ASSET RETIREMENT OBLIGATION | $2,403,591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 16522171 | TotalOfAmounts |
| Total Revenue | 115591414 | TotalRevenue |
| Total Expenses | 124590514 | TotalExpenses |
| Excess Or Deficit For Year | -8999100 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 37400249 | NetUnrealizedGLOnInvestments |
| Other | -$631,374 | OtherAmount |
| Total Adjustments | 36768875 | TotalAdjustments |
| Excess Or Deficit Per FS | 27769775 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 123738735 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 37400249 | NetUnrealizedGainsInvestments |
| Other Revenues | -33442751 | OtherRevenues |
| Revenue Not Rptd F990 | 3957498 | RevenueNotRptdF990 |
| Revenue Subtotal | 119781237 | RevenueSubtotal |
| Other Revenues Not Included | -4189823 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -4189823 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 115591414 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 95968961 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 4189823 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 4189823 | ExpensesNotRptdF990 |
| Expenses Subtotal | 91779138 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 3729938 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 29081438 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 32811376 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 124590514 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Schedule D, Part III, Line 1a | Collections, such as rare books and works of art, which were acquired through purchases and contributions since the College's inception, are not recognized as assets on the balance sheets. These collections are held solely for their potential educational value or historical significance. Management has determined that the cost to establish the current market value is deemed to exceed the benefit and therefore the collections were not assigned a value for the purpose of capitalization. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired or as temporarily or permanently restricted net assets if the assets used to purchase the items have been restricted by donors. Contributed collection items are not reflected in the financial statements. Proceeds from deaccessions or insurance recoveries are reflected as increases in the appropriate net asset category. Schedule D, Part III, Line 4 The college maintains collections of art for display and educational purposes. Schedule D, Part V, Line 4 The college's endowment functions to support student scholarships, professorships, the library, visiting speakers, and other general College activity. Schedule D, Part X FIN 48 FOOTNOTE In July 2006, the FASB issued FASB Interpretation No. 48 ("FIN 48"), Accounting for Uncertainty in Income Taxes, an interpretation of FASB Statement 109, Accounting for Income Taxes. FIN 48 clarifies the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribes a threshold of more-likely than-not for recognition of tax benefits of uncertain tax positions taken or expected to be taken in a tax return. FIN 48 also provides related guidance on measurement, derecognition, classification, interest and penalties, and disclosure. The College has applied FIN 48 to all tax positions for which the statute of limitations remained open and determined there were no material unrecognized tax benefits. In addition, there have been no material changes in unrecognized benefits since July 1, 2008, nor are any anticipated in the next 12 months. There have been no related tax penalties or interest, which would be classified as tax expense in the statement of activities. As a result, the adoption of FIN 48 did not have a material effect on the College's financial statements. no related tax penalties or interest, which would be classified as tax expense in the statement of activities. As a result, the adoption of FIN 48 did not have a material effect on the College's financial statements. | |
| Schedule D, Part XI, Line 8 | Change in fair value of assets 575,836 Total (631,374) | Present value adjustment (1,207,210) |
| Schedule D, Part XII, Line 2d | Present value adjustment (1,207,210) Change in Fair market value of Assets 575,836 Investment expense Reclass (3,729,938) Total (33,442,751) Schedule D, Part XII, Line 4b Cost of goods sold (4,189,823) Schedule D, Part XIII, Line 2d Cost of goods sold 4,189,823 Schedule D, Part XIII, Line 4b Financial Aid 29,081,439 | Financial Aid (29,081,439) |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | OCCIDENTAL COLLEGE PUBLICIZES ITS RACIAL NONDISCRIMINATION POLICY ON THE COLLEGE WEB-SITE AT: WWW.OXY.EDU | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | OCCIDENTAL COLLEGE PARTICIPATES IN THE FEDERAL PELL GRANT, WORK STUDY PROGRAM AND SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|
| East Asia and the Pacific | Program Services | Study abroad |
| Europe (Including Iceland and Greenland) | Program Services | STUDY ABROAD |
| Sub-Saharan Africa | Program Services | STUDY ABROAD |
| Central America and the Caribbean | Investments | |
| Europe (Including Iceland and Greenland) | Investments | |
| North America | Investments |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule F, Part I, Column (F) | Identifier |
| Return Reference | The organization does not currently track foreign expenditures for each | ReturnReference |
| Explanation | program separately. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (16 entries)
| Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| Appalachian Sustainable Agriculture | ||||||||
| 306 W HAYWOOD STREET | SUITE 200 | Asheville | NC | 28801 | 061642769 | 501(c)(3) | 61908 | community support |
| Board of Regents | ||||||||
| BOX 951432 1125 MURPHY HALL | 409 HILGARD AVENUE | LOS ANGELES | CA | 90095 | 396006492 | 501(c)(3) | 22794 | community support |
| California Food Policy Advocates | ||||||||
| 436 14th Street Ste 1220 | Oakland | CA | 94612 | 943163142 | 501(c)(3) | 85000 | community support | |
| Coastal Enterprises Inc | ||||||||
| PO Box 268 36 Water St | Wiscasset | ME | 04578 | 010347504 | 501(c)(3) | 57212 | community support | |
| Community Food Security Coalition | ||||||||
| 3830 SE Division St | Portland | OR | 97202 | 061495135 | 501(c)(3) | 106534 | community support | |
| Ecotrust | ||||||||
| 721 NW Ninth ave SUITE 200 | Portland | OR | 97209 | 931050144 | 501(c)(3) | 27137 | community support | |
| Los Angeles Unified School District | ||||||||
| 333 S Beaudry Ave 29TH FLOOR | Los Angeles | CA | 90017 | 680503221 | 501(c)(3) | 62904 | policy support | |
| New North Florida Cooperative Association | ||||||||
| 3806 Union Rd | Marianna | FL | 32446 | 503388881 | 501(c)(3) | 48583 | community support | |
| The Food Trust | ||||||||
| ONE PENN CENTER 1617 JFK Blvd SUI | Philadelphia | PA | 19103 | 232678383 | 501(c)(3) | 57456 | community support | |
| Tierra Miguel Foundation | ||||||||
| PO Box 1065 | Pauma Valley | CA | 92601 | 330906911 | 501(c)(3) | 42666 | community support | |
| University of North Carolina AT CHAPEL HILL | ||||||||
| PO BOX 402420 | ATLANTA | GA | 30384 | 566001393 | 501(c)(3) | 115007 | community support | |
| University of Wisconsin-Madison | ||||||||
| DRAWER 538 | MILWAUKEE | WI | 53278 | 396006492 | 501(c)(3) | 82015 | community support | |
| HUNTER KEMPER CONSULTING | ||||||||
| 20 MAPLEWOOD ROAD | ASHVILLE | NC | 28804 | 562187891 | 501(C)(3) | 6202 | POLICY SUPPORT | |
| NATIONAL CENTER FOR APPROPRIATE TECHNOLOLGY | ||||||||
| PO BOX 3838 | BUTTE | MT | 59701 | 810361047 | 501(C)(3) | 16960 | COMMUNITY SUPPORT | |
| SOUTH COAST FARMS | ||||||||
| 32701 ALIPAZ STREET | SAN JUAN CAPISTRANO | CA | 92675 | 330766771 | 501(C)(3) | 12316 | POLICY SUPPORT | |
| WICKED DELICATE FILMS LLC | ||||||||
| 232 3RD STREET SUITE B403 | BROOKLYN | NY | 11215 | 161736519 | 501(C)(3) | 47461 | COMMUNITY SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 17 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 4 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Scholarships | 1497 | 29081439 |
| Prizes & Awards | 75 | 71411 |
| Stipends | 508 | 773268 |
| Study Grants | 98 | 164208 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule I, Part I, Line 2 | Identifier |
| Return Reference | All Grant and Contract activity is monitored to ensure that all activity | ReturnReference |
| Explanation | is in compliance with the awarding agencys stipulated terms, conditions and regulations. All expenditures are reviewed weekly for allowability, and compliance with requirements and objectives of the award. SCHEDULE I, PART III CASH GRANTS ARE CREDITS TO STUDENT ACCOUNTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL P GROENER | |||||||||||||
| 245715 | 0 | 0 | 0 | 5428 | 0 | 24500 | 0 | 13797 | 0 | 289440 | 0 | 0 | 0 |
| ROBERT SKOTHEIM | |||||||||||||
| 206704 | 0 | 0 | 0 | 3238 | 0 | 20163 | 0 | 41149 | 0 | 271254 | 0 | 0 | 0 |
| ROZITA AFAR | |||||||||||||
| 87984 | 0 | 0 | 0 | 2490 | 0 | 10000 | 0 | 53009 | 0 | 153483 | 0 | 0 | 0 |
| BARBARA AVERY | |||||||||||||
| 181944 | 0 | 0 | 0 | 2073 | 0 | 18600 | 0 | 53122 | 0 | 255739 | 0 | 0 | 0 |
| ERIC M FRANK | |||||||||||||
| 226872 | 0 | 0 | 0 | 19223 | 0 | 23200 | 0 | 10368 | 0 | 279663 | 0 | 0 | 0 |
| PAMELA ANN MCQUESTEN | |||||||||||||
| 187288 | 0 | 0 | 0 | 712 | 0 | 18800 | 0 | 996 | 0 | 207796 | 0 | 0 | 0 |
| WILLIAM DALE TINGLEY | |||||||||||||
| 210516 | 0 | 0 | 0 | 8292 | 0 | 21300 | 0 | 1060 | 0 | 241168 | 0 | 0 | 0 |
| JOHN G TOMLINSON JR | |||||||||||||
| 226486 | 0 | 0 | 0 | 2758 | 0 | 23100 | 0 | 7196 | 0 | 259540 | 0 | 0 | 0 |
| PHOEBE DEA - ASSOCIATE | |||||||||||||
| 180328 | 0 | 0 | 0 | 1768 | 0 | 18306 | 0 | 903 | 0 | 201305 | 0 | 0 | 0 |
| DEREK SHEARER - DIR OF GLOBAL | |||||||||||||
| 175195 | 0 | 0 | 0 | 657 | 0 | 17865 | 0 | 7548 | 0 | 201265 | 0 | 0 | 0 |
| LARRY CALDWELL | |||||||||||||
| 143475 | 0 | 0 | 0 | 3954 | 0 | 15167 | 0 | 7282 | 0 | 169878 | 0 | 0 | 0 |
| JONATHAN VEITCH | |||||||||||||
| 261645 | 0 | 0 | 0 | 3562 | 0 | 17500 | 0 | 49573 | 0 | 332280 | 0 | 0 | 0 |
| JAMES SADD | |||||||||||||
| 145079 | 0 | 0 | 0 | 7160 | 0 | 15914 | 0 | 646 | 0 | 168799 | 0 | 0 | 0 |
| CHRIS CRANEY | |||||||||||||
| 153425 | 0 | 0 | 0 | 531 | 0 | 15676 | 0 | 7494 | 0 | 177126 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule J, Part I, Line 1a | Identifier |
| Return Reference | Travel for companions is provided to an officer and the value is | ReturnReference |
| Explanation | included in taxable wages. Tax indemnification and gross-up payments are provided to an officer and are included in taxable wages. Housing is provided for certain individuals listed in Part VII as a condition of employment for the convenience of the college. Social Club dues are provided to two officers as a condition of employment and is not included in taxable wages. Use of the social club is for business purposes only. Personal services are provided to certain officers and are included in taxable wages. Additional information The amounts reported in schedule J, Part II, column (D) include the value of on-campus housing provided to Jonathan Veitch, President, Robert A. Skotheim, former president, Barbara Avery, vice president of student affairs and dean of students, and Dennis Collins, senior vice president of institutional advancement, as a condition of employment for the convenience of the college. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| CEFA SERIES 2005A | ||||||
| 521705592 | 1301752J0 | 2005-04-12 | 56486748 | fin cap proj & part refund 1997 | false | false |
| CEFA Series 2005B | ||||||
| 521705592 | 1301753J9 | 2005-04-12 | 16038768 | Partially refund 1997 bonds | false | false |
| CEFA Series 2008 | ||||||
| 521705592 | 130178ND4 | 2008-03-06 | 19747741 | finance capital projects | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Total ProceedsTotalProceeds | Amount UnspentAmountUnspent | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|
| 56486748 | 6373234 | 582150 | 38351042 | false | true | true | true |
| 16038768 | 121150 | false | true | true | |||
| 19747741 | 4128055 | 372269 | 15419073 | false | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| false | false | false | false | true | 0.00000 | 0.00000 | true |
| false | false | false | false | true | 0.00000 | 0.00000 | true |
| false | false | false | false | true | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| false | false | false | false | true | false |
| false | false | false | false | false | false |
| false | false | false | false | true | false |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHN KEATES | NamePerson |
| Purpose Of Loan | MORTGAGE | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $427,778 | OriginalPrincipalAmount |
| Balance Due | 382784 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 382784 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Matthew Calkins | |||
| family member of trustee | 102967 | compensation from Occidental | false |
| Andrew Shtulman | |||
| family member of trustee | 81130 | compensation from Occidental | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 164725 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | expert opinion | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 373 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | expert opinion | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 6107 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | sale of comparables | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 53 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1545507 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost/ selling price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts |
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 147377 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost/ selling price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 101 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | sale of comparables | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 20 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6841 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/ SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens |
Archaeological Artifacts ArchaeologicalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 30000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EXPERT OPINION | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | ADMISSION TICKETS | 15 | 4898 | cost/ selling price |
| X | CONSUMABLE MATERIALS | 18 | 40825 | cost/ selling price |
| X | GIFT CERTIFICATES | 30 | 6400 | cost/ selling price |
| X | OTHER MATCHING GIFTS | 1 | 27574 | cost/ selling price |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule M, Part I, Column B | Identifier |
| Return Reference | Occidental College is reporting the number of contributions and not the | ReturnReference |
| Explanation | number of items. Schedule M, Part I, line 32b Occidental College uses Consultants as required who utilize businesses related to the type of gifts for sale of non-cash contribution. Below are examples of how consultants are being utilized by Occidental. a) a third party has been utilized to provide a website for engaging alumni, including an option for online giving. b) A third party has been utilized to assist in defining and valuing gifts of bonds. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Organization's Mission | FORM 990, PART III, Line 1 | THE MISSION OF OCCIDENTAL COLLEGE IS TO PROVIDE A GIFTED AND DIVERSE GROUP OF STUDENTS WITH A TOTAL EDUCATIONAL EXPERIENCE OF THE HIGHEST QUALITY - ONE THAT PREPARES THEM FOR LEADERSHIP IN AN INCREASINGLY COMPLEX, INTERDEPENDENT AND PLURALISTIC WORLD. THE DISTINCTIVE INTERDISCIPLINARY AND MULTICULTURAL FOCUS OF THE COLLEGE'S ACADEMIC PROGRAM SEEKS TO FOSTER BOTH THE FULFILLMENT OF INDIVIDUAL ASPIRATIONS AND A DEEPLY ROOTED COMMITMENT TO THE PUBLIC GOOD. THIS MISSION IS ANCHORED BY FOUR CORNERSTONES: EXCELLENCE, EQUITY, COMMUNITY AND SERVICE. THESE BUILDING BLOCKS, IN ONE FORM OR ANOTHER, HAVE LONG BEEN THE BASIS FOR THE COLLEGE'S COMMITMENT TO PROVIDING RESPONSIBLE LEADERS AND CITIZENS FOR OUR DEMOCRATIC SOCIETY. CHOOSING THEM TO SUPPORT THE FUTURE HELPS TO ENSURE THAT THE COLLEGE REMAINS TRUE TO ITS MISSION WHILE ADAPTING TO A CHANGING WORLD. FORM 990, PART III, LINE 4A Academic program: As the first and still only college of the liberal arts and sciences in the city of Los Angeles, Occidental's academic program is essential to its educational mission. Occidental's 28 academic departments offer 35 majors and minors in the sciences, arts, humanities and social sciences. As at all colleges, this is a labor-intensive mission: Occidental employs 187 full-time and 85 part-time faculty to teach and mentor its students. In addition to classes taught at Occidental, the College also supports a program of what it terms community-based learning, which ties service learning directly to the curriculum; one of the country's best undergraduate research programs; an academically rigorous study abroad program with competitive admission; and a United Nations program in New York that combines academic coursework with internships. Occidental also provides programs to help students improve writing, research, and other academic skills; assist students with learning and physical challenges; and helps faculty identify and promote effective teaching methods. In support of its academic programs, Occidental operates a library fully quipped with print and digital resources open seven days a week during the academic year; a campus computer network, server system, and wide array of hardware and software; science laboratories; art studios, theater space, music rehearsal and performance spaces, and video and film equipment. FORM 990, PART III, LINE 4B Co-curricular program: As an intentionally residential college of the liberal arts and sciences, Occidental regards the interaction between students, faculty and staff, and between students themselves outside the classroom as an essential part of a liberal arts education that educates the whole student. Occidental students are required to live on campus for their first three years, and almost 80 percent of students currently reside in College residence halls. The Residence Life Office staffs the college's 13 residence halls and together with the Office of Student Affairs offers a wide variety of co-curricular programming for students. Student Affairs also supports student government and more than 80 other student clubs and organizations, all of which provide opportunities for the development of student leadership and initiative. Throughout its history, Occidental has regarded athletics as an essential co-curricular program. A founder of intercollegiate athletic competition in Southern California, Occidental offers 21 intercollegiate sports for men and women at the NCAA Division III level, as well as club and intramural sports. FORM 990, PART III, LINE 4C Public service: Occidental's formal record of institutional community service extends back almost half a century to the founding of its Community Literacy Center in 1963 to provide one-on-one tutoring to local elementary school students. Occidental has been named to the President's Honor Roll for five consecutive years, and was designated a community engagement institution by the Carnegie Foundation for the Advancement of Teaching in 2008. Occidental's Upward Bound program, launched in 1966 as one of the college access program's pilot programs, is one of the largest and most successful programs in California. It has been expanded into underserved middle schools in Northeast Los Angeles through Occidental's GEAR UP partnership with Los Angeles Unified School District. The College's Center for Community Based Learning and Urban and Environmental Policy Institute combine academic and outreach programs in a number of areas ranging from improving high school graduation rates through the development of innovative mathematics curricula to improving student nutrition and supporting small family farms through the national Farm to School program. |
| Form 990, Part VI, Line 11 | The College provides the Form 990 information to the independent tax | preparer. Once they have completed the Form 990, they return a draft to the College. The Associate Vice President for Finance, the Vice President for Administration, and Vice President for Finance and Planning perform a thorough review of the draft return. All necessary corrections are made to the Form 990. The updated draft Form 990 is then submitted to the College's Audit Committee for review. The independent tax preparer presents the draft return to the Audit Committee and allows for questions and discussion. Any changes that are identified by the Audit Committee are made to the Form 990. At that point, the Form 990 is made available to the full Board of Trustees. The Form 990 is signed by the independent tax preparer and submitted to the Internal Revenue Service by the due date. Form 990, Part VI, Line 12c Every year the College sends the conflict of interest questionnaire to appropriate persons. Responses are followed up on to ensure we receive 100% of all questionnaires. Responses are reviewed by the office of the Vice President for Administration and Finance. Any conflicts that have not been brought to the Audit Committee previously are brought to the Audit Committee to discuss in Executive Session. Conflicts are reviewed by the Vice president for administration and finance and by the legal department. Upon the discovery of a conflict, the individual will be directed to recuse himself/herself from involvement in the matter. Form 990, Part VI, Line 15 The College's process in fiscal year 2010 for determining officer compensation is: 1) We obtain comparison data 2) Compensation is determined based on the comparison data 3) Compensation is approved by the Executive Compensation Committee In Fiscal year 2010 the college incorporated contemporaneous substantiation of the deliberation and decision making process into their procedures. Form 990, Part VI, Line 19 The College makes its financial statements available to the public on the College's website which is accessible to the public. The governing documents and conflict of interest policy are not available for public inspection. Schedule K, Part III, Lines 4-5 During the year ended June 30,2010 Occidental college had facilities that were partially financed with tax-exempt bonds. Occidental also used its own equity in those projects. For each project that was partially financed with tax-exempt bonds, Occidental elected to allocate private business use first to its equity investment. |