Civic Intelligence

Occidental College

990 • Fiscal year 2016 • EIN 95-1667177

Jul 01, 2015 to Jun 30, 2016 • Filed on May 10, 2017

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

32nd percentile

0.21x

Higher debt load relative to assets than 32% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

69th percentile

0.87x

Higher debt load relative to revenue than 69% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Net Margin

17th percentile

-4.7%

Higher net margin than 17% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

52nd percentile

$911,248

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Asset Growth

19th percentile

-3.6%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-11%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$674,652,603

Down $24,906,120 (-3.6%) from 2015

Net Assets

Down

$533,819,026

Down $27,613,839 (-4.9%) from 2015

Liabilities

Up

$140,833,577

Up $2,707,719 (+2.0%) from 2015

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin17th percentile

Revenue

Down

$162,293,383

Down $20,342,905 (-11%) from 2015

Expenses

Up

$169,977,890

Up $13,375,750 (+8.5%) from 2015

Net Income

Down

-$7,684,507

Down $33,718,655 (-130%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2016

Assets$674,652,603
Liabilities$140,833,577
Net Assets$533,819,026
Open 2016 Filing

Operations Trend

Revenue Growth17th 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

2016

Revenue$162,293,383
Expenses$169,977,890
Net Income-$7,684,507
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 10, 2017
Return Version
2015v3.0
Gross Receipts
$381,904,943
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$345,305,037$312,725,770▼ $32,579,267
Land, Buildings, and Equipment, Net$167,841,302$172,015,055▲ $4,173,753
Savings and Temporary Cash Investments$61,661,711$74,803,361▲ $13,141,650
Investments Other Securities$62,323,401$69,306,265▲ $6,982,864
Investments Program Related$22,690,752$23,216,567▲ $525,815
Pledges and Grants Receivable$14,433,000$6,596,123▼ $7,836,877
Cash and Non-Interest-Bearing Accounts$9,854,023$3,472,554▼ $6,381,469
Inventories for Sale or Use$678,236$643,919▼ $34,317
Prepaid Expenses and Deferred Charges$398,120$567,973▲ $169,853
Accounts Receivable$289,215$441,610▲ $152,395
Total Assets$699,558,723$674,652,603▼ $24,906,120
Other Assets Total$14,083,926$10,863,406▼ $3,220,520
Liabilities
Tax Exempt Bond Liabilities$88,005,000$88,375,000▲ $370,000
Other Liabilities$25,852,124$28,400,195▲ $2,548,071
Accounts Payable and Accrued Expenses$14,448,915$13,471,093▼ $977,822
Deferred Revenue$5,074,490$5,872,559▲ $798,069
Mortgage Notes Payable Secured by Investment Property$4,167,567$4,167,674▲ $107
Unsecured Notes Loans Payable$577,762$547,056▼ $30,706
Total Liabilities$138,125,858$140,833,577▲ $2,707,719
Net Assets / Fund Balance
Temporarily Rstr Net Assets$217,434,830$187,745,957▼ $29,688,873
Unrestricted Net Assets$180,119,740$175,486,267▼ $4,633,473
Permanently Rstr Net Assets$163,878,295$170,586,802▲ $6,708,507
Total Net Assets Fund Balance$561,432,865$533,819,026▼ $27,613,839
Total Liabilities and Net Assets / Fund Balance$699,558,723$674,652,603▼ $24,906,120

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$150,028,999$88,004,031$238,033,030
Equipment$5,572,787$13,343,867$18,916,654
Other Land Buildings$8,784,688-$8,784,688
Leasehold Improvements$5,088,978$3,556,073$8,645,051
Land$2,539,603-$1,481,532
Other Securities$69,306,265--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$392,166,640$13,935,888▼ $14,473,295$10,166,252$371,680,490
2014$406,096,354$8,406,887▼ $3,685,398$9,436,437$392,166,640
2013$356,767,066$6,409,801▲ $61,690,736$9,588,959$406,096,354
2012$330,719,886$6,251,016▲ $38,696,460$9,719,783$356,767,066
2011$342,393,345$9,543,320▼ $2,860,378$9,437,903$330,719,886
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan VeitchPresidentFT$547,847$363,401$911,248
Barbara Avery Thru 102015VP of Student Affairs/deanFT$162,231$244,282$406,513
Jorge GonzalezVP of Academic Affairs/deanFT$221,900$132,348$354,248
Amos R HimmelsteinVP & COO Finance, Planning and OpsFT$271,797$75,717$347,514
Derek ShearerProfessorFT$205,442$36,954$242,396
Shelby RadcliffeVP of Institutional AdvancementFT$202,332$39,950$242,282
Leora FreedmanGen Counsel & Secretary to the BoardFT$176,955$58,918$235,873
Vincent CuseoVP & Dean of Admiss. & Fin AidFT$197,070$36,884$233,954
John SwiftProfessorFT$177,760$40,330$218,090
Peter DreierProfessorFT$173,180$39,176$212,356
Eric FrankProfessorFT$171,878$40,210$212,088
Rozita Afar Thru 102015Secretary of the BoardFT$87,328$123,452$210,780
Sanjeev KhagramProfessorFT$169,047$36,358$205,405
ERICA O'NEALInterim Dean of StudentsFT$156,259$24,271$180,530

Board Members and Trustees

NameTitle
Christopher C CalkinsChair
David W BerkusVice Chair
Ronald R HahnVice Chair
Stephen D RountreeVice Chair
Susan MalloryVice Chair
Stephen F HinchliffeVice Chair (thru 6/30/16)
Alan FreemanTrustee
Anne CannonTrustee
Asad JumabhoyTrustee
Bill DavisTrustee
Carl a BalltonTrustee
Catherine Young SelleckTrustee
Christopher VarelasTrustee
Coit BlackerTrustee
David BurchamTrustee
David H AndersonTrustee
Dennis CollinsTrustee
Eileen Anisgarten BrownTrustee
Fred HameetmanTrustee
Giles KempTrustee
Gloria C DuffyTrustee
Gordon MacinnesTrustee
Greta MandellTrustee
Hector De La TorreTrustee
Janette Sadik-khanTrustee
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
Soroosh ShambayatiTrustee
Steven OlsonTrustee
Steven R RobinsonTrustee
Susan DimarcoTrustee
Vincent PaduaTrustee
William SchutteTrustee
Adam PortnoyTrustee (thru 6/30/16)
Charlene Conrad LiebauTrustee (thru 6/30/16)
Charles GoldTrustee (thru 6/30/16)
Jennifer CrosthwaiteTrustee (thru 6/30/16)
Danielle GordonEx-officio (thru 6/30/16)

Highest Paid Contractors

ContractorServicesLocationCompensation
Mesa Energy SystemsCommercial Hvac Contractors2 CROMWELL, Irvine, CA 92618$5,661,501
We O'neil Construction Co Fo CaConstruction & Project Management9485 HAVEN AVE, Rancho Cucamonga, CA 91730$2,270,676
Vancrest Construction CorporationConstruction And Project Management7171 N FIGUEROA ST, Los Angeles, CA 90042$1,744,680
Moule & PolyzoidesArchitects And Urbanists180 E CALIFORNIA BLVD, Pasadena, CA 91105$879,093
Cambridge Associates LLCInvestment Consulting125 HIGH STREET, Boston, CA 02110$799,016
Revenue and Support

Revenue Composition

Contributions and Grants
$20,725,038
Program Service Revenue
$130,797,266
Investment Income
$10,771,079
Other Revenue
$0
All Other Contributions
$16,376,080
Change in Net Assets
$-7,684,507

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 Traded50$4,849,765Hi/lo/mean Price
Other Non Cash Contri Table6$11,061Donor Receipts/Fair Market Value (FMV)
Other Non Cash Contri Table9$2,246Donor Receipts/Fair Market Value (FMV)
Food Inventory4$1,590Donor Receipts/Fair Market Value (FMV)
Other Non Cash Contri Table4$750Donor Receipts/Fair Market Value (FMV)
Clothing and Household Goods-$40Donor Receipts/Fair Market Value (FMV)
Books and Publications-$2Donor Receipts/Fair Market Value (FMV)
Total Noncash Contributions73$4,865,454-

Audited Revenue Reconciliation

Revenue per Audited Statements
$117,791,559
Revenue Not Reported on Financial Statements
$44,501,824
Revenue Not Reported on Form 990
$-29,298,829
Other Revenue Adjustments
$39,447,776
Total Revenue per Audited Statements
$88,492,730
Total Revenue per Form 990
$162,293,383
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$69,216,780
Other Expenses$56,799,770
Grants and Similar Amounts Paid$43,871,836
Total Fundraising Expense$7,882,380
Professional Fundraising Fees$89,504

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$42,438,521$4,180,502$3,448,378$50,067,401
Grants to Domestic Individuals$43,619,342--$43,619,342
Depreciation Depletion$7,861,579$356,817$110,654$8,329,050
Other Employee Benefits$6,682,994$930,229$636,390$8,249,613
Fees for Services Other$3,927,647$767,902$1,111,230$5,806,779
All Other Expenses$4,085,823$873,146$507,322$5,466,291
Fees for Service Investment Mgmnt Fees-$5,054,048-$5,054,048
Office Expenses$3,358,149$216,881$544,919$4,119,949
Interest$3,674,994$346,870-$4,021,864
Pension Plan Contributions$3,242,653$347,101$285,418$3,875,172
Payroll Taxes$2,857,547$444,588$285,011$3,587,146
Occupancy$2,837,654$535,311-$3,372,965
Current Officers, Directors, Trustees, and Key Employees$1,018,747$1,465,863$433,365$2,917,975
Other Expenses$2,472,055--$2,472,055
Information Technology$1,787,452$188,586$25,136$2,001,174
Travel$1,418,723$131,791$192,061$1,742,575
Fees for Services Legal$118,629$473,233-$591,862
Insurance$99,842$451,335-$551,177
Comp Disqual Persons$343,649$25,252$150,572$519,473
Conferences and Meetings$207,935$63,406$52,652$323,993
Grants to Domestic Orgs$252,494--$252,494
Fees for Services Accounting-$135,030-$135,030
Advertising$70,627$44,507$9,768$124,902
Fees for Services Professional Fundraising--$89,504$89,504
Total Functional Expenses$145,063,112$17,032,398$7,882,380$169,977,890

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$169,977,890
Expenses per Audited Statements$116,106,569
Total Expenses per Audited Statements$116,106,569
Expenses Not Reported on Financial Statements$53,871,321
Other Expense Adjustments$48,817,273
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.$39,000
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.$36,908
Diesel Health Project LLCLawrence, KS501(c)(3)Liaison Between the Work Happening and the Region, and Network. Gather Information From 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.$26,666
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.$26,000
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.$23,500
Esperanza Community Housing CorpLos Angeles, CA-To Assist in the Community Health Engagement Program as a Community Partner by Developing and Disseminating an Appropriate Internship Description to Community Health Workers, to Share Reccomendations With the College on Qualified Candidates and to Identify One Representative to Liase With Occidental Staff Throughout the Term of This Project.$18,250
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 and Compile the Master List.$15,000
Zamler ProductionsEl Cerrito, CA501(c)(3)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.$11,950
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 by the Mfn. Provide Training Materials, Analyses, Legal Briefs, Model Legislation, Environmental Studies, and Documents Received Through Foia and State Open Records for the Region.$10,000

International Summary

Offices
0
Employees
0
Spending
$72,858,745

International Compliance

Activity in boycott countries
No
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$67,088,331
Europe (including Iceland and Greenland)Investments-00$5,755,941
North America (canada and Mexico)Investments-00$14,473
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$89,504
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$124,921
Andrew ShtulmanFamily Member of Stephen Rountree, Vice ChairEmploymentNo$109,857
Tamara HimmelsteinFamily Member of Amos Himmelstein, Vp & COO of Finance, Planning & OpsEmploymentNo$108,873
Deborah AfarFamily Member of Rozita Afar, Secretary to the BoardEmploymentNo$83,202
Joseph ArredondoFamily Member of Stephen Rountree, Vice ChairEmploymentNo$67,369
Sarah VeitchFamily Member of Jonathan Veitch, PresidentEmploymentNo$25,251
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$14,527,526
Bonds Premium, Net$11,340,056
Asset Retirement Obligation$2,532,613

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACefa Series 2013a2013-06-05$55,981,744See supplemental information
BCefa Series 20152016-01-07$39,056,582See supplemental information

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$55,991,351-$1,065,000$527,675
B$39,047,389--$409,047

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
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
No
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 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 and chief operating officer for finance, planning and operations 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 and chief operating officer for finance, planning and operations. 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 2016 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 and COO
Phone
3232591417
Signed
2017-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Veitch
Formed
1887
Legal Domicile
CA
Voting Board Members
47
Independent Board Members
44
Employees
2,652
Volunteers
616

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 -354,386. Annuities adjustment 138,389. Net income from k-1's 1,643,989. Change in student notes receivable value 1,385,229.”

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 and has determined that there is no material unrecognized benefit or liability to be recorded. There are no uncertain tax positions for the years ended june 30, 2016 or june 30, 2015. 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 2D - OTHER ADJUSTMENTS:

“Loss on bond defeasance -2,472,055. Loss on assets held in trust by others -4,084,221.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Change in fair value of assets held in trust by others 354,386. Annuities adjustment -138,389. Financial aid 42,260,997. Change in student notes receivable value -1,385,229. Net income from k-1's -1,643,989.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid 42,260,997. Loss on bond defeasance 2,472,055. Loss on assets held in trust by others 4,084,221.”

Raw XML AppendixShowing 400 of 1,645 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/PersonNm21FRED HAMEETMAN
IRS990/Form990PartVIISectionAGrp/PersonNm22STEPHEN F HINCHLIFFE
IRS990/Form990PartVIISectionAGrp/PersonNm23ASAD JUMABHOY
IRS990/Form990PartVIISectionAGrp/PersonNm24GILES KEMP
IRS990/Form990PartVIISectionAGrp/PersonNm25NAOMI KURATA
IRS990/Form990PartVIISectionAGrp/PersonNm26CHARLENE CONRAD LIEBAU
IRS990/Form990PartVIISectionAGrp/PersonNm27GORDON MACINNES
IRS990/Form990PartVIISectionAGrp/PersonNm28SUSAN MALLORY
IRS990/Form990PartVIISectionAGrp/PersonNm29STEVEN OLSON
IRS990/Form990PartVIISectionAGrp/PersonNm30VINCENT PADUA
IRS990/Form990PartVIISectionAGrp/PersonNm31JOAN A PAYDEN
IRS990/Form990PartVIISectionAGrp/PersonNm32ADAM PORTNOY
IRS990/Form990PartVIISectionAGrp/PersonNm33JOHN B POWER
IRS990/Form990PartVIISectionAGrp/PersonNm34STEVEN R ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm35STEPHEN D ROUNTREE
IRS990/Form990PartVIISectionAGrp/PersonNm36RICHARD RUGANI
IRS990/Form990PartVIISectionAGrp/PersonNm37JANETTE SADIK-KHAN
IRS990/Form990PartVIISectionAGrp/PersonNm38REID SAMUELSON
IRS990/Form990PartVIISectionAGrp/PersonNm39WILLIAM SCHUTTE
IRS990/Form990PartVIISectionAGrp/PersonNm40CATHERINE YOUNG SELLECK
IRS990/Form990PartVIISectionAGrp/PersonNm41LESLIE TRIM
IRS990/Form990PartVIISectionAGrp/PersonNm42CHRISTOPHER VARELAS
IRS990/Form990PartVIISectionAGrp/PersonNm43DAVID BURCHAM
IRS990/Form990PartVIISectionAGrp/PersonNm44GRETA MANDELL
IRS990/Form990PartVIISectionAGrp/PersonNm45SOROOSH SHAMBAYATI
IRS990/Form990PartVIISectionAGrp/PersonNm46DENNIS COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm47JORGE GONZALEZ
IRS990/Form990PartVIISectionAGrp/PersonNm48BARBARA AVERY THRU 102015
IRS990/Form990PartVIISectionAGrp/PersonNm49AMOS R HIMMELSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm50SHELBY RADCLIFFE
IRS990/Form990PartVIISectionAGrp/PersonNm51ROZITA AFAR THRU 102015
IRS990/Form990PartVIISectionAGrp/PersonNm52VINCENT CUSEO
IRS990/Form990PartVIISectionAGrp/PersonNm53LEORA FREEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm54ERICA O'NEAL
IRS990/Form990PartVIISectionAGrp/PersonNm55PETER DREIER
IRS990/Form990PartVIISectionAGrp/PersonNm56JOHN SWIFT
IRS990/Form990PartVIISectionAGrp/PersonNm57DEREK SHEARER
IRS990/Form990PartVIISectionAGrp/PersonNm58ERIC FRANK
IRS990/Form990PartVIISectionAGrp/PersonNm59SANJEEV KHAGRAM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0610183
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

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$674,652,603
Liabilities
$140,833,577
Net assets
$533,819,026
Revenue
$162,293,383
Expenses
$169,977,890
Net income
-$7,684,507
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