Civic Intelligence

Whittier College

990T • Fiscal year 2021 • EIN 95-1644048

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

13406 E Philadelphia StWhittier, CA 90602

(562) 907-4205

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400M$300M$200M$100M$0Assets 2010: $206,226,840Liabilities 2010: $75,020,427Net Assets 2010: $131,206,4132010Assets 2011: $225,608,207Liabilities 2011: $74,190,505Net Assets 2011: $151,417,7022011Assets 2012: $233,636,061Liabilities 2012: $77,746,425Net Assets 2012: $155,889,6362012Assets 2013: $250,986,835Liabilities 2013: $71,943,544Net Assets 2013: $179,043,2912013Assets 2014: $277,093,957Liabilities 2014: $72,612,649Net Assets 2014: $204,481,3082014Assets 2015: $287,044,735Liabilities 2015: $78,224,070Net Assets 2015: $208,820,6652015Assets 2016: $308,560,250Liabilities 2016: $103,128,654Net Assets 2016: $205,431,5962016Assets 2017: $303,901,056Liabilities 2017: $78,470,021Net Assets 2017: $225,431,0352017Assets 2018: $299,629,216Liabilities 2018: $75,384,976Net Assets 2018: $224,244,2402018Assets 2019: $295,571,505Liabilities 2019: $73,732,191Net Assets 2019: $221,839,3142019Assets 2020: $282,882,820Liabilities 2020: $71,158,278Net Assets 2020: $211,724,5422020Assets 2021: $322,047,237Liabilities 2021: $66,889,880Net Assets 2021: $255,157,3572021Assets 2022: $294,267,600Liabilities 2022: $64,724,758Net Assets 2022: $229,542,8422022Assets 2023: $272,556,828Liabilities 2023: $51,876,974Net Assets 2023: $220,679,8542023Assets 2024: $251,509,900Liabilities 2024: $42,043,382Net Assets 2024: $209,466,5182024

Latest loaded filing

2024

Assets$251,509,900
Liabilities$42,043,382
Net Assets$209,466,518

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0-$50MExpenses 2010: $61,234,2612010Expenses 2011: $64,236,5972011Expenses 2012: $67,415,1422012Expenses 2013: $70,152,6532013Revenue 2014: $80,065,505Expenses 2014: $71,616,247Net Income 2014: $8,449,2582014Revenue 2015: $77,515,948Expenses 2015: $74,849,499Net Income 2015: $2,666,4492015Revenue 2016: $76,736,055Expenses 2016: $76,682,932Net Income 2016: $53,1232016Revenue 2017: $113,819,671Expenses 2017: $115,394,631Net Income 2017: -$1,574,9602017Revenue 2018: $109,170,160Expenses 2018: $114,532,790Net Income 2018: -$5,362,6302018Revenue 2019: $115,114,005Expenses 2019: $112,908,574Net Income 2019: $2,205,4312019Revenue 2020: $112,383,790Expenses 2020: $112,624,290Net Income 2020: -$240,5002020Revenue 2021: $96,024,170Expenses 2021: $90,171,226Net Income 2021: $5,852,9442021Revenue 2022: $87,639,605Expenses 2022: $95,172,879Net Income 2022: -$7,533,2742022Revenue 2023: $76,243,559Expenses 2023: $91,121,168Net Income 2023: -$14,877,6092023Revenue 2024: $59,027,875Expenses 2024: $81,212,322Net Income 2024: -$22,184,4472024

Latest loaded filing

2024

Revenue$59,027,875
Expenses$81,212,322
Net Income-$22,184,447
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v1.2
Mission and Program Overview

Mission

Whittier College, an independent, nationally recognized liberal arts institution, provides an important option in American higher education: a distinctive, high quality academic program based upon the liberal arts that also integrate selected professional and pre-professional programs into the core of the college through innovative interdisciplinary curricula.The college's primary mission is to educate students in a small college atmosphere where they can learn, acquire skills, and form attitudes and values appropriate for leading and serving in a global society. It seeks to do this in the context of a diverse, friendly and caring community who is committed to excellence in undergraduate education.

Filing and Contact Details

Filer

Filer Name
Whittier College
EIN
95-1644048
Address
13406 E PHILADELPHIA ST, WHITTIER, CA 90602

Signing Officer

Name
James L Dunkelman
Title
V.p. Finance & Admin
Signed
2022-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Harvey & Parmelee LLP
Address
13215 Penn St Suite 101, Whittier, CA 90602
Preparer
Sarah R Pierce
Phone
5626989891
Raw XML Appendix146 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0-169
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt056
IRS1120ScheduleD/TotalLTCGL1099BShowsBasisGrp/TotalCostOrOtherBasisAmt0239
IRS1120ScheduleD/TotalLTCGL1099BShowsBasisGrp/TotalGainOrLossAmt0-169
IRS1120ScheduleD/TotalLTCGL1099BShowsBasisGrp/TotalProceedsSalesPriceAmt070
IRS1120ScheduleD/TotalSTCGL1099BShowsBasisGrp/TotalCostOrOtherBasisAmt00
IRS1120ScheduleD/TotalSTCGL1099BShowsBasisGrp/TotalGainOrLossAmt056
IRS1120ScheduleD/TotalSTCGL1099BShowsBasisGrp/TotalProceedsSalesPriceAmt056
IRS4562/BusinessOrActivityTxt0Form 990-T Sch A - Educational Programs
IRS4562/MACRSDedForAstInSrvcBfrPYAmt095
IRS4562/TotalDepreciationAmt095
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt0231
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt18
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd0VARIOUS
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd1VARIOUS
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd2VARIOUS
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt070
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-231
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-8
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt070
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0FROM K-1 FEG PRIVATE OPP FUND
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1FROM K-1 FEG PRIVATE OPP FUND II
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2FROM K-1 ENDOWMENT VENTURE PTRS V
IRS8949/LongTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt0239
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-169
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt070
IRS8949/LongTermCapitalGainAndLossGrp/TransRptOn1099BThatShowBssInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd0VARIOUS
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt056
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt056
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0FROM K-I FEG PRIVATE OPP FUND II &III
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt056
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt056
IRS8949/ShortTermCapitalGainAndLossGrp/TransRptOn1099BThatShowBssInd0X
IRS990T/BooksInCareOfDetail/PersonNm0JAMES DUNKELMAN
IRS990T/BooksInCareOfDetail/PhoneNum05629074205
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt013406 PHILADELPHIA ST
IRS990T/BooksInCareOfDetail/USAddress/CityNm0WHITTIER
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd090601
IRS990T/BookValueAssetsEOYAmt0322047237
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt06
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/DepreciationNetAmt095
IRS990TScheduleA/PrincipalBusinessActivityCd0611600
IRS990TScheduleA/PrincipalBusinessActivityCd1531390
IRS990TScheduleA/PrincipalBusinessActivityCd2531120
IRS990TScheduleA/PrincipalBusinessActivityCd3711130
IRS990TScheduleA/PrincipalBusinessActivityCd4711300
IRS990TScheduleA/PrincipalBusinessActivityCd5523000
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt10
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt013406 E PHILADELPHIA ST
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt113406 E PHILADELPHIA ST
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm0WHITTIER
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm1WHITTIER
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd0CA
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd1CA
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd090602
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd190602
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceReferenceNum23
IRS990TScheduleA/SequenceReferenceNum34
IRS990TScheduleA/SequenceReferenceNum45
IRS990TScheduleA/SequenceReferenceNum56
IRS990TScheduleA/SequenceTotalNum06
IRS990TScheduleA/SequenceTotalNum16
IRS990TScheduleA/SequenceTotalNum26
IRS990TScheduleA/SequenceTotalNum36
IRS990TScheduleA/SequenceTotalNum46
IRS990TScheduleA/SequenceTotalNum56
IRS990TScheduleA/TotalDeductionsAmt095
IRS990TScheduleA/TotalDepreciationAmt095
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-3210
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt20
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt30
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt40
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt5-3210
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt10
IRS990TScheduleA/TotUnrltTrdBusIncmAmt20
IRS990TScheduleA/TotUnrltTrdBusIncmAmt30
IRS990TScheduleA/TotUnrltTrdBusIncmAmt40
IRS990TScheduleA/TotUnrltTrdBusIncmAmt5-3210
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt20
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt30
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt40
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt50
IRS990TScheduleA/TradeOrBusinessDesc0Educational Programs
IRS990TScheduleA/TradeOrBusinessDesc1RENTAL INCOME - SUMMER CONFERENCES
IRS990TScheduleA/TradeOrBusinessDesc2CHAPEL ACTIVITIES
IRS990TScheduleA/TradeOrBusinessDesc3SHANNON CENTER
IRS990TScheduleA/TradeOrBusinessDesc4ATHLETIC ACTIVITIES
IRS990TScheduleA/TradeOrBusinessDesc5INVESTMENT PARTNERSHIP
IRS990TScheduleA/UBIBeforeNOLDedAmt0-95
IRS990TScheduleA/UBIBeforeNOLDedAmt1-3210
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-95
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1-3210
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxExemptInterestAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalUBTIAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES L DUNKELMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0V.P. FINANCE & ADMIN
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITTIER COLLEGE
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0951644048
ReturnHeader/Filer/USAddress/AddressLine1Txt013406 E PHILADELPHIA ST
ReturnHeader/Filer/USAddress/CityNm0WHITTIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090602
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952031505
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Harvey & Parmelee LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013215 Penn St Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whittier
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090602
ReturnHeader/PreparerPersonGrp/PhoneNum05626989891
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sarah R Pierce
ReturnHeader/ReturnTs02022-05-13T12:53:23-07:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DUNKELMAN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$252$42.0$209$59.0$81.2$22.2
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$273$51.9$221$76.2$91.1$14.9
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$294$64.7$230$87.6$95.2$7.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$322$66.9$255$96.0$90.2$5.85
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$283$71.2$212$112$113$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$296$73.7$222$115$113$2.21
2018Summary only. Only limited summary data is available for this year.$300$75.4$224$109$115$5.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$304$78.5$225$114$115$1.57
2016Detailed filing. Detailed filing data is available for this year.$309$103$205$76.7$76.7$0.05
2015Detailed filing. Detailed filing data is available for this year.$287$78.2$209$77.5$74.8$2.67
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$277$72.6$204$80.1$71.6$8.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$251$71.9$179$70.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$234$77.7$156$67.4
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$226$74.2$151$64.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$206$75.0$131$61.2