Civic Intelligence

Occidental College

990 • Fiscal year 2015 • EIN 95-1667177

Jul 01, 2014 to Jun 30, 2015 • Filed on May 13, 2016

Organization ProfileWWW.OXY.EDU

View Organization Page

1600 Campus RoadLos Angeles, CA 90041

(323) 259-1417

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.20x

Higher debt load relative to assets than 31% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Liabilities / Revenue

65th percentile

0.76x

Higher debt load relative to revenue than 65% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Top Officer Pay

48th percentile

$813,651

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Asset Growth

38th percentile

0.3%

Faster asset growth than 38% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Revenue Growth

23rd percentile

-3.2%

Faster revenue growth than 23% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$699,558,723

Up $2,322,518 (+0.3%) from 2014

Net Assets

Down

$561,432,865

Down $338,564 (-0.1%) from 2014

Liabilities

Up

$138,125,858

Up $2,661,082 (+2.0%) from 2014

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin74th percentile

Revenue

Down

$182,636,288

Down $6,044,728 (-3.2%) from 2014

Expenses

Up

$156,602,140

Up $5,641,544 (+3.7%) from 2014

Net Income

Down

$26,034,148

Down $11,686,272 (-31%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$1.0B$500M$0Assets 2010: $533,544,112Liabilities 2010: $124,364,236Net Assets 2010: $409,179,8762010Assets 2011: $592,890,493Liabilities 2011: $124,803,349Net Assets 2011: $468,087,1442011Assets 2012: $586,642,099Liabilities 2012: $124,166,871Net Assets 2012: $462,475,2282012Assets 2013: $639,138,087Liabilities 2013: $140,549,197Net Assets 2013: $498,588,8902013Assets 2014: $697,236,205Liabilities 2014: $135,464,776Net Assets 2014: $561,771,4292014Assets 2015: $699,558,723Liabilities 2015: $138,125,858Net Assets 2015: $561,432,8652015Assets 2016: $674,652,603Liabilities 2016: $140,833,577Net Assets 2016: $533,819,0262016Assets 2017: $721,228,960Liabilities 2017: $135,387,750Net Assets 2017: $585,841,2102017Assets 2018: $747,924,529Liabilities 2018: $135,400,262Net Assets 2018: $612,524,2672018Assets 2019: $766,282,002Liabilities 2019: $133,246,203Net Assets 2019: $633,035,7992019Assets 2020: $765,509,838Liabilities 2020: $139,373,574Net Assets 2020: $626,136,2642020Assets 2021: $902,945,083Liabilities 2021: $140,390,830Net Assets 2021: $762,554,2532021Assets 2022: $900,952,929Liabilities 2022: $130,609,585Net Assets 2022: $770,343,3442022Assets 2023: $924,234,652Liabilities 2023: $124,278,873Net Assets 2023: $799,955,7792023Assets 2024: $985,893,754Liabilities 2024: $126,048,943Net Assets 2024: $859,844,8112024

Highlighted filing

2015

Assets$699,558,723
Liabilities$138,125,858
Net Assets$561,432,865
Open 2015 Filing

Operations Trend

Revenue Growth23rd percentile

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

$300M$200M$100M$0-$100MExpenses 2010: $124,590,5142010Expenses 2011: $135,234,1762011Revenue 2012: $157,483,998Expenses 2012: $141,643,249Net Income 2012: $15,840,7492012Expenses 2013: $145,295,9032013Revenue 2014: $188,681,016Expenses 2014: $150,960,596Net Income 2014: $37,720,4202014Revenue 2015: $182,636,288Expenses 2015: $156,602,140Net Income 2015: $26,034,1482015Revenue 2016: $162,293,383Expenses 2016: $169,977,890Net Income 2016: -$7,684,5072016Revenue 2017: $184,468,132Expenses 2017: $162,111,341Net Income 2017: $22,356,7912017Revenue 2018: $180,860,261Expenses 2018: $169,790,941Net Income 2018: $11,069,3202018Revenue 2019: $176,699,236Expenses 2019: $177,405,214Net Income 2019: -$705,9782019Revenue 2020: $193,661,397Expenses 2020: $178,445,999Net Income 2020: $15,215,3982020Revenue 2021: $157,427,095Expenses 2021: $154,717,208Net Income 2021: $2,709,8872021Revenue 2022: $219,157,244Expenses 2022: $178,377,983Net Income 2022: $40,779,2612022Revenue 2023: $205,139,693Expenses 2023: $185,713,213Net Income 2023: $19,426,4802023Revenue 2024: $212,054,415Expenses 2024: $193,060,419Net Income 2024: $18,993,9962024

Highlighted filing

2015

Revenue$182,636,288
Expenses$156,602,140
Net Income$26,034,148
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$362,275,258
Mission and Program Overview

Mission

See schedule othe 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.

To provide students with a total educational experience of the highest quality.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$359,308,031$345,305,037▼ $14,002,994
Land, Buildings, and Equipment, Net$163,351,009$167,841,302▲ $4,490,293
Investments Other Securities$60,640,633$62,323,401▲ $1,682,768
Savings and Temporary Cash Investments$57,782,338$61,661,711▲ $3,879,373
Investments Program Related$23,311,180$22,690,752▼ $620,428
Pledges and Grants Receivable$11,835,444$14,433,000▲ $2,597,556
Cash and Non-Interest-Bearing Accounts$5,457,295$9,854,023▲ $4,396,728
Inventories for Sale or Use$599,899$678,236▲ $78,337
Prepaid Expenses and Deferred Charges$448,742$398,120▼ $50,622
Accounts Receivable$320,508$289,215▼ $31,293
Total Assets$697,236,205$699,558,723▲ $2,322,518
Other Assets Total$14,181,126$14,083,926▼ $97,200
Liabilities
Tax Exempt Bond Liabilities$90,010,000$88,005,000▼ $2,005,000
Other Liabilities$23,913,187$25,852,124▲ $1,938,937
Accounts Payable and Accrued Expenses$12,972,973$14,448,915▲ $1,475,942
Deferred Revenue$4,401,049$5,074,490▲ $673,441
Mortgage Notes Payable Secured by Investment Property$4,167,567$4,167,567→ $0
Unsecured Notes Loans Payable-$577,762-
Total Liabilities$135,464,776$138,125,858▲ $2,661,082
Net Assets / Fund Balance
Temporarily Rstr Net Assets$227,338,334$217,434,830▼ $9,903,504
Unrestricted Net Assets$174,477,255$180,119,740▲ $5,642,485
Permanently Rstr Net Assets$159,955,840$163,878,295▲ $3,922,455
Total Net Assets Fund Balance$561,771,429$561,432,865▼ $338,564
Total Liabilities and Net Assets / Fund Balance$697,236,205$699,558,723▲ $2,322,518

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$145,259,027$81,455,773$226,714,800
Equipment$5,742,471$14,322,789$20,065,260
Other Land Buildings$8,811,645-$8,811,645
Leasehold Improvements$5,488,556$3,104,284$8,592,840
Land$2,539,603-$1,481,532
Other Securities$62,323,401--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$406,096,354$8,406,887▲ $491,867$9,436,437$392,166,640
2013$356,767,066$6,409,801▲ $65,456,742$9,588,959$406,096,354
2012$330,719,886$6,251,016▲ $42,241,910$9,719,783$356,767,066
2011$342,393,345$9,543,320▲ $280,756$9,437,903$330,719,886
2010$298,890,606$5,250,937▲ $59,330,921$9,236,913$342,393,345
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan VeitchPresidentFT$539,796$273,855$813,651
Amos R HimmelsteinVP for Finance & PlanningFT$262,169$70,809$332,978
Jorge GonzalezVP of Academic Affairs/deanFT$217,180$111,284$328,464
Barbara AveryVP of Student Affairs/deanFT$191,725$73,104$264,829
Vincent CuseoVP & Dean of Admiss. & Financial AidFT$207,065$37,197$244,262
Shelby RadcliffeVP of Institutional AdvancementFT$198,066$35,344$233,410
Derek ShearerProfessorFT$198,498$33,465$231,963
Brett Schraeder Thru 62015Assoc VP of Strategic InitiativesFT$185,900$24,490$210,390
John SwiftProfessorFT$171,698$29,847$201,545
Peter DreierProfessorFT$165,422$35,812$201,234
Irene GirtonProfessorFT$168,548$28,173$196,721
Rozita Afar Thru 102015Secretary of the BoardFT$115,518$32,267$147,785

Board Members and Trustees

NameTitle
Christopher C CalkinsChair
David W BerkusVice Chair
Stephen D RountreeVice Chair
Stephen F HinchliffeVice Chair
Susan MalloryVice Chair
Adam PortnoyTrustee
Alan FreemanTrustee
Anne CannonTrustee
Asad JumabhoyTrustee
Bill DavisTrustee
Carl a BalltonTrustee
Catherine Young SelleckTrustee
Charlene Conrad LiebauTrustee
Charles GoldTrustee
Christopher VarelasTrustee
Coit BlackerTrustee
David H AndersonTrustee
Eileen Anisgarten BrownTrustee
Fred HameetmanTrustee
Giles KempTrustee
Gloria C DuffyTrustee
Gordon MacinnesTrustee
Hector De La TorreTrustee
Janette Sadik-khanTrustee
Jennifer CrosthwaiteTrustee
Joan a PaydenTrustee
John B PowerTrustee
John G BrancaTrustee
John R FarmerTrustee
Leslie TrimTrustee
Louise EdgertonTrustee
Naomi KurataTrustee
Patricia Lebre AlirezaTrustee
Reid SamuelsonTrustee
Richard RuganiTrustee
Ronald R HahnTrustee
Steven OlsonTrustee
Steven R RobinsonTrustee
Susan DimarcoTrustee
Vincent PaduaTrustee
William SchutteTrustee
Andrea L Van De KampTrustee (thru 7/2014)
Don R ConlanTrustee (thru 7/2015)
Gary Steven FindleyTrustee (thru 7/2015)
Octavio HerreraTrustee (thru 7/2015)
Peter AdamsonTrustee (thru 7/2015)
Robert H NeithartTrustee (thru 7/2015)
Danielle GordonEx-officio

Highest Paid Contractors

ContractorServicesLocationCompensation
Acco Engineering Systems INCProject & Facilities Management Services6265 SAN FERNANDO ROAD, Glendale, CA 91201$2,084,412
We O'neil Construction Co Fo CaConstruction & Project Management9485 HAVEN AVE, Rancho Cucamonga, CA 91730$1,214,875
Diamond Landscape INCProject & Facilities Management Services11440 CHANDLER BLVD STE 1700, North Hollywood, CA 91601$1,073,133
Vancrest Construction CorporationConstruction And Project Management7171 N FIGUEROA ST, Los Angeles, CA 90042$885,767
GenslerConstruction And Project Management500 SOUTH FIGUEROA ST, Los Angeles, CA 90071$384,444
Revenue and Support

Revenue Composition

Contributions and Grants
$29,189,014
Program Service Revenue
$127,022,092
Investment Income
$26,425,182
Other Revenue
$0
All Other Contributions
$25,489,189
Change in Net Assets
$26,034,148

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded66$6,617,532Hi/lo/mean Price
Collectibles1$511,574Appraisal
Other Non Cash Contri Table1$73,485Book Value
Other Non Cash Contri Table11$13,803Donor Receipts/Fair Market Value (FMV)
Clothing and Household Goods-$5,033Donor Receipts/Fair Market Value (FMV)
Other Non Cash Contri Table6$3,246Donor Receipts/Fair Market Value (FMV)
Food Inventory8$1,463Donor Receipts/Fair Market Value (FMV)
Other Non Cash Contri Table4$1,210Donor Receipts/Fair Market Value (FMV)
Total Noncash Contributions97$7,227,346-

Audited Revenue Reconciliation

Revenue per Audited Statements
$136,049,055
Revenue Not Reported on Financial Statements
$46,587,233
Revenue Not Reported on Form 990
$-25,386,298
Other Revenue Adjustments
$41,482,210
Total Revenue per Audited Statements
$110,662,757
Total Revenue per Form 990
$182,636,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$66,108,862
Other Expenses$48,560,332
Grants and Similar Amounts Paid$41,932,946
Total Fundraising Expense$6,914,686
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$41,191,673$4,044,991$3,226,439$48,463,103
Grants to Domestic Individuals$41,742,850--$41,742,850
Depreciation Depletion$7,612,322$282,412$145,614$8,040,348
Other Employee Benefits$6,473,996$688,894$553,340$7,716,230
Office Expenses$4,547,841$383,762$903,756$5,835,359
Fees for Service Investment Mgmnt Fees-$5,105,023-$5,105,023
Fees for Services Other$3,039,626$988,441$503,513$4,531,580
Interest$3,757,636$350,617-$4,108,253
Pension Plan Contributions$3,291,417$117,203$278,841$3,687,461
Payroll Taxes$2,850,887$335,843$260,055$3,446,785
Occupancy$2,794,859$542,052-$3,336,911
Current Officers, Directors, Trustees, and Key Employees$761,950$1,299,077$231,256$2,292,283
Information Technology$1,745,873$77,576$67,095$1,890,544
Travel$1,398,199$92,938$193,656$1,684,793
All Other Expenses$757,553$486,130$250,362$1,494,045
Other Expenses$928,535$98,409$62,659$1,089,603
Insurance$95,272$435,941-$531,213
Fees for Services Legal$2,568$501,427-$503,995
Comp Disqual Persons$329,601$23,719$149,680$503,000
Conferences and Meetings$206,200$55,270$53,100$314,570
Grants to Domestic Orgs$190,096--$190,096
Advertising$77,637$63,585$35,320$176,542
Fees for Services Accounting-$122,837-$122,837
Total Functional Expenses$133,487,503$16,199,951$6,914,686$156,602,140

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$156,602,140
Expenses per Audited Statements$111,001,321
Total Expenses per Audited Statements$111,001,321
Expenses Not Reported on Financial Statements$45,600,819
Other Expense Adjustments$40,495,796
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Itsm USA LLCLawrence, KS501(c)(3)Set Up the Campaign Website, Internal and External Systems and Processes. Maintain the Mfn Website, Blog, and Internal Resource Sharing Sites. Participate in All Network Calls and Events. Provide Technical Assistance With All Networks Members.$45,000
California Food Policy AdvocatesLos Angeles, CA501(c)(3)To Support the Training of Local Agencies and Organizations to Build Healthy Community Schools. to Aid in Improving the Diversity of Nutritious Foods While Reducing Fast Food Entrees. to Also Improve the Eating Environments in Schools in the Los Angeles, and Long Beach Area, by Engaging Parents and Students in Advocacy Efforts, Sharing Best Practices and Educating Decision-makers.$30,692
Community Partners for Los Angeles Food Policy CouncilLos Angeles, CA501(c)(3)To Assist in Distributing Conference Information, Send Out Reminders and Follow-up Outreach to Invitees and Presenters. Handle the Registration of Conferences, Manage the Invite Lists, Send Confirmations, Follow-up on Inquiries. Compile the Master List.$18,147
Capital District Child Care CouncilMenands, NY501(c)(3)To Develop an Application Process, Review and Select Applicants to Train. Will Assist in Supporting Children, Parents, Child Care Professionals, and Employers Through Counseling, Training, and Advocacy to Promote Developmentally Appropriate Practices and Healthy Growth and Social-emotional Competence of Children.$17,500
Zamler ProductionsEl Cerrito, CA-Assist in Identifying Digital Resources, Work With Communications Consultant, Project Staff, and Network Members to Create an Online Interactive Site That Features Visual Community Stories. Provide Stories to Be Integrated With the Reports, Articles, and Reference Materials to Be Used by the Network Members, Policy Makers, Funders, and the Public. Assist in Communication Strategies for Expanding the Movement and Helping Shape Public Knowledge About the Community, Health, and Environmental Impacts From Global Trade and Freight Traffic.$12,500
Clean Water FundLong Branch, NJ501(c)(3)To Serve as a Regional Lead and to Be the Point Person for Organizations in a Particular Region, Provide Written and Verbal Updates to the National Moving Forward Network Staff and Other Representatives in the Network, Help Facilitate Activities and Programs at the Regional Level to Build Capacity of Local and Regional Groups, and Coordinate Regional Meetings, Among Other Tasks.$10,000
Diesel Health Project LLCLawrence, KS501(c)(3)Liaison Between the Work Happening and the Region, and Network. Gather Information Form the Regions About Campaigns and Projects of the Network Members. Analyze the Projects, Their Status, Impacts. Provide Technical Assistance, Written and Verbal Updates Convene Regional Meetings. Identify Regional Resources for Training Materials, Analyses, Legal Briefs, Environmental Studies Received Through Foia or Other State Open Record Act Requests.$10,000
Texas Environmental Justice AdvocacyHouston, TX501(c)(3)To Serve as a Regional Lead and to Be the Resource Point Person for Organizations in a Particular Region, Provide Written and Verbal Updates to the National Moving Forward Network Staff and Other Representatives in the Network, Help Facilitate Activities and Programs at the Regional Level to Build Capacity of Local and Regional Groups, and Coordinate Regional Meetings, Among Other Tasks.$10,000
West Oakland Environmental Indicator ProjectOakland, CA-To Provide Written and Verbal Updates to the National Staff and Other Representatives in the Network. Identify Regional and Local Information Needs Addressed Byt the Mfn. Provide Training Materials, Analyses, Legal Briefs, Model Legislation, Environmental Studies, and Documents Received Through Foia and State Open Records for the Region.$8,505

International Summary

Offices
0
Employees
0
Spending
$80,236,979

International Compliance

Activity in boycott countries
Yes
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$71,227,376
Europe (including Iceland and Greenland)Investments-00$5,311,453
Europe (including Iceland and Greenland)Program ServicesStudy Abroad00$1,730,113
East Asia and the PacificProgram ServicesStudy Abroad00$804,206
South AmericaProgram ServicesStudy Abroad00$535,924
South AsiaProgram ServicesStudy Abroad00$239,484
Sub-saharan AfricaProgram ServicesStudy Abroad00$208,095
Middle East and North AfricaProgram ServicesStudy Abroad00$86,801
Central America and the CaribbeanProgram ServicesStudy Abroad00$73,482
Russia and the Newly Independent StatesProgram ServicesStudy Abroad00$16,797
North America (canada and Mexico)Program ServicesStudy Abroad00$3,248
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Matthew CalkinsFamily Member of Christopher Calkins, ChairEmploymentNo$118,560
Tamara HimmelsteinFamily Member of Amos Himmelstein, Vp of Finance & PlanningEmploymentNo$106,795
Andrew ShtulmanFamily Member of Stephen Rountree, Vice ChairEmploymentNo$104,246
Joseph ArredondoFamily Member of Stephen Rountree, Vice ChairEmploymentNo$87,392
Deborah AfarFamily Member of Rozita Afar, Secretary to the BoardEmploymentNo$62,289
Sarah VeitchFamily Member of Jonathan Veitch, PresidentEmploymentNo$23,719
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$16,187,067
Bonds Premium, Net$7,128,094
Asset Retirement Obligation$2,536,963

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACefa Series 2005a2005-04-12$56,486,748See supplemental information
DCefa Series 2013a2013-06-05$55,981,744See supplemental information
CCefa Series 20082008-03-06$19,747,741See supplemental information
BCefa Series 2005b2005-04-12$16,038,768See supplemental information

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$60,293,086$14,413,660$5,915,000$582,150
D$55,981,744-$440,000$527,675
C$19,919,704-$1,820,000$372,268
B$16,038,768$15,787,618$4,575,000$121,150

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
Yes
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“Bylaws were amended to increase the maximum number of trustees to 48 members.”

Form 990, Part VI, Section B, 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 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 audit committee reviews the draft public disclosure copy of the form 990 (schedule b does not include donor names and addresses). The full draft form 990 is reviewed by the audit committee chair. The independent tax preparer presents the draft public disclosure copy of the 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 public inspection copy of 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, Section B, 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 of finance and planning. Any conflicts that have not been brought to the audit committee previously are brought to the audit committee to discuss. If a conflict exists, the individual will recuse himself/herself from involvement in the matter.”

Form 990, Part VI, Section B, Line 15

“The college's process in fiscal year 2015 for determining officer compensation is 1) obtaining comparison data. 2) comparison data is considered when compensation is determined 3) compensation is approved by the executive compensation committee 4) the executive compensation committee's deliberation and decision making process regarding officer compensation is contemporaneously substantiated.”

Form 990, Part VI, Section C, 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.”

Filing and Contact Details

Filer

Filer Name
Occidental College
EIN
95-1667177
Phone
3232591417
Address
1600 CAMPUS ROAD, LOS ANGELES, CA 90041

Signing Officer

Name
Amos R Himmelstein
Title
VP Finance/planning
Phone
3232591417
Signed
2016-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Veitch
Formed
1887
Legal Domicile
CA
Voting Board Members
48
Independent Board Members
45
Employees
2,586
Volunteers
509

Preparer

Firm
Moss Adams Llp
Address
3121 W MARCH LN STE 200, STOCKTON, CA 95219-2367
Preparer
Tracy S Paglia
Phone
2099556100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in fair value of assets held in trust by others -290,540. Annuities adjustment -695,874.”

Financial Statement Notes

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. 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.”

PART III, LINE 4:

“The college received a shell collection to be used for research. The college maintains collections of art for display and educational purposes.”

PART V, LINE 4:

“The college's endowment functions to support student scholarships, professorships, the library, visiting speakers, and other general college activity.”

PART X, LINE 2:

“As required by gaap, the college has identified and evaluated its significant tax positions for which the statute of limitations remain open and has determined that there is no material unrecognized benefit or liability to be recorded. The open tax years are the years ended june 30, 2012 through june 30, 2015 for federal tax purposes and the years ended june 30, 2011 through june 30, 2015 for california tax purposes. There are no uncertain tax positions for the years ended june 30, 2015 or june 30, 2014. There have been no related tax penalties or interest, which would be classified as a tax expense in the statements of activities.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Change in fair value of assets held in trust by others 290,540. Annuities adjustment 695,874. Financial aid 40,495,796.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid 40,495,796.”

Raw XML AppendixShowing 400 of 1,703 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm22DANIELLE GORDON
IRS990/Form990PartVIISectionAGrp/PersonNm23RONALD R HAHN
IRS990/Form990PartVIISectionAGrp/PersonNm24FRED HAMEETMAN
IRS990/Form990PartVIISectionAGrp/PersonNm25OCTAVIO HERRERA
IRS990/Form990PartVIISectionAGrp/PersonNm26STEPHEN F HINCHLIFFE
IRS990/Form990PartVIISectionAGrp/PersonNm27ASAD JUMABHOY
IRS990/Form990PartVIISectionAGrp/PersonNm28GILES KEMP
IRS990/Form990PartVIISectionAGrp/PersonNm29NAOMI KURATA
IRS990/Form990PartVIISectionAGrp/PersonNm30CHARLENE CONRAD LIEBAU
IRS990/Form990PartVIISectionAGrp/PersonNm31GORDON MACINNES
IRS990/Form990PartVIISectionAGrp/PersonNm32SUSAN MALLORY
IRS990/Form990PartVIISectionAGrp/PersonNm33ROBERT H NEITHART
IRS990/Form990PartVIISectionAGrp/PersonNm34STEVEN OLSON
IRS990/Form990PartVIISectionAGrp/PersonNm35VINCENT PADUA
IRS990/Form990PartVIISectionAGrp/PersonNm36JOAN A PAYDEN
IRS990/Form990PartVIISectionAGrp/PersonNm37ADAM PORTNOY
IRS990/Form990PartVIISectionAGrp/PersonNm38JOHN B POWER
IRS990/Form990PartVIISectionAGrp/PersonNm39STEVEN R ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm40STEPHEN D ROUNTREE
IRS990/Form990PartVIISectionAGrp/PersonNm41RICHARD RUGANI
IRS990/Form990PartVIISectionAGrp/PersonNm42JANETTE SADIK-KHAN
IRS990/Form990PartVIISectionAGrp/PersonNm43REID SAMUELSON
IRS990/Form990PartVIISectionAGrp/PersonNm44WILLIAM SCHUTTE
IRS990/Form990PartVIISectionAGrp/PersonNm45CATHERINE YOUNG SELLECK
IRS990/Form990PartVIISectionAGrp/PersonNm46LESLIE TRIM
IRS990/Form990PartVIISectionAGrp/PersonNm47ANDREA L VAN DE KAMP
IRS990/Form990PartVIISectionAGrp/PersonNm48CHRISTOPHER VARELAS
IRS990/Form990PartVIISectionAGrp/PersonNm49JORGE GONZALEZ
IRS990/Form990PartVIISectionAGrp/PersonNm50BARBARA AVERY
IRS990/Form990PartVIISectionAGrp/PersonNm51AMOS R HIMMELSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm52SHELBY RADCLIFFE
IRS990/Form990PartVIISectionAGrp/PersonNm53ROZITA AFAR THRU 102015
IRS990/Form990PartVIISectionAGrp/PersonNm54VINCENT CUSEO
IRS990/Form990PartVIISectionAGrp/PersonNm55PETER DREIER
IRS990/Form990PartVIISectionAGrp/PersonNm56JOHN SWIFT
IRS990/Form990PartVIISectionAGrp/PersonNm57DEREK SHEARER
IRS990/Form990PartVIISectionAGrp/PersonNm58BRETT SCHRAEDER THRU 62015
IRS990/Form990PartVIISectionAGrp/PersonNm59IRENE GIRTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0585583
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$699,558,723
Liabilities
$138,125,858
Net assets
$561,432,865
Revenue
$182,636,288
Expenses
$156,602,140
Net income
$26,034,148
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$986$126$860$212$193$19.0
2023Detailed filing. Detailed filing data is available for this year.$924$124$800$205$186$19.4
2022Detailed filing. Detailed filing data is available for this year.$901$131$770$219$178$40.8
2021Detailed filing. Detailed filing data is available for this year.$903$140$763$157$155$2.71
2020Detailed filing. Detailed filing data is available for this year.$766$139$626$194$178$15.2
2019Detailed filing. Detailed filing data is available for this year.$766$133$633$177$177$0.71
2018Detailed filing. Detailed filing data is available for this year.$748$135$613$181$170$11.1
2017Detailed filing. Detailed filing data is available for this year.$721$135$586$184$162$22.4
2016Detailed filing. Detailed filing data is available for this year.$675$141$534$162$170$7.68
2015Detailed filing. Detailed filing data is available for this year.$700$138$561$183$157$26.0
2014Detailed filing. Detailed filing data is available for this year.$697$135$562$189$151$37.7
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$639$141$499$145
2012Summary only. Only limited summary data is available for this year.$587$124$462$157$142$15.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$593$125$468$135
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$534$124$409$125