Civic Intelligence

Occidental College

990 • Fiscal year 2017 • EIN 95-1667177

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

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

0.19x

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

2017 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.73x

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

2017 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2017

Net Margin

72nd percentile

12%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2017

Top Officer Pay

48th percentile

$839,769

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2017

Asset Growth

53rd percentile

6.9%

Faster asset growth than 53% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

14%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$721,228,960

Up $46,576,357 (+6.9%) from 2016

Net Assets

Up

$585,841,210

Up $52,022,184 (+9.7%) from 2016

Liabilities

Down

$135,387,750

Down $5,445,827 (-3.9%) from 2016

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin72nd percentile

Revenue

Up

$184,468,132

Up $22,174,749 (+14%) from 2016

Expenses

Down

$162,111,341

Down $7,866,549 (-4.6%) from 2016

Net Income

Up

$22,356,791

Up $30,041,298 (+391%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2017

Assets$721,228,960
Liabilities$135,387,750
Net Assets$585,841,210
Open 2017 Filing

Operations Trend

Revenue Growth74th 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

2017

Revenue$184,468,132
Expenses$162,111,341
Net Income$22,356,791
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$409,557,968
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$312,725,770$340,513,732▲ $27,787,962
Land, Buildings, and Equipment, Net$172,015,055$167,268,437▼ $4,746,618
Savings and Temporary Cash Investments$74,803,361$96,720,421▲ $21,917,060
Investments Other Securities$69,306,265$74,671,205▲ $5,364,940
Investments Program Related$23,216,567$22,513,273▼ $703,294
Pledges and Grants Receivable$6,596,123$7,194,896▲ $598,773
Cash and Non-Interest-Bearing Accounts$3,472,554$1,730,317▼ $1,742,237
Inventories for Sale or Use$643,919$619,792▼ $24,127
Accounts Receivable$441,610$497,937▲ $56,327
Prepaid Expenses and Deferred Charges$567,973$238,225▼ $329,748
Total Assets$674,652,603$721,228,960▲ $46,576,357
Other Assets Total$10,863,406$9,260,725▼ $1,602,681
Liabilities
Tax Exempt Bond Liabilities$88,375,000$86,105,000▼ $2,270,000
Other Liabilities$28,400,195$27,887,579▼ $512,616
Accounts Payable and Accrued Expenses$13,471,093$11,417,245▼ $2,053,848
Deferred Revenue$5,872,559$5,199,870▼ $672,689
Mortgage Notes Payable Secured by Investment Property$4,167,674$4,262,957▲ $95,283
Unsecured Notes Loans Payable$547,056$515,099▼ $31,957
Total Liabilities$140,833,577$135,387,750▼ $5,445,827
Net Assets / Fund Balance
Temporarily Rstr Net Assets$187,745,957$217,582,516▲ $29,836,559
Unrestricted Net Assets$175,486,267$191,887,591▲ $16,401,324
Permanently Rstr Net Assets$170,586,802$176,371,103▲ $5,784,301
Total Net Assets Fund Balance$533,819,026$585,841,210▲ $52,022,184
Total Liabilities and Net Assets / Fund Balance$674,652,603$721,228,960▲ $46,576,357

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$144,527,387$94,583,935$239,111,322
Equipment$5,241,284$12,184,633$17,425,917
Other Land Buildings$10,275,927-$10,275,927
Leasehold Improvements$4,684,236$3,987,037$8,671,273
Land$2,539,603-$1,481,532
Other Securities$74,671,205--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$371,680,490$9,765,465▲ $52,844,846$10,630,098$413,429,864
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
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan VeitchPresident/Ex-OfficioFT$520,757$319,012$839,769
Amos HimmelsteinVice President and COOFT$277,101$121,305$398,406
Elizabeth KennedyInterim VP of Institutional AdvancementFT$231,797$26,144$257,941
Elizabeth KennedyInterim VP of Institutional Advancem-$231,797$26,144$257,941
Leora FreedmanSecretary of the College and General CounselFT$196,284$61,052$257,336
Leora FreedmanSecretary of the College and General-$196,284$61,052$257,336
Derek ShearerProfessorFT$212,149$37,909$250,058
Vincent CuseoVP and Dean of Admission and Financial AidFT$214,025$22,230$236,255
Vincent CuseoVP and Dean of Admission and Financi-$199,025$37,230$236,255
Peter DreierProfessorFT$171,536$59,891$231,427
John SwiftProfessorFT$182,527$34,954$217,481
Eric FrankProfessorFT$171,571$38,712$210,283
Kerry ThompsonInterim VP of academic AffairsFT$171,090$38,369$209,459
James UhrichAssociate VP and Chief Information OfficerFT$175,242$26,078$201,320
James UhrichAssociate VP and Chief Information O-$175,242$26,078$201,320
Erica O'Neal HowardInterim Dean of StudentsFT$174,311$26,237$200,548
Rhonda BrownVP for Equity and Inclusion/Chief Diversity OfficeFT$170,333$29,439$199,772
Rhonda BrownVP for Equity and Inclusion/Chief Di-$170,333$29,439$199,772
Jorge Gonzalez thru 06302016VP of Academic Affairs and Dean of thFT$134,911$56,165$191,076
Jorge Gonzalez thru 06302016VP of Academic Affairs and Dean of-$123,270$67,806$191,076
Charlie CardilloVP of Institutional AdvancementFT$156,378$22,085$178,463

Board Members and Trustees

NameTitle
Susan MalloryChair
Dave BerkusVice-chair
Leslie TrimVice-chair
Reid SamuelsonVice-chair
Ronald HahnVice-chair
Alan FreemanTrustee
Anne CannonTrustee
Asad JumabhoyTrustee
Bill DavisTrustee
Carl BalltonTrustee
Catherine Young SelleckTrustee
Christopher C CalkinsTrustee
Christopher Chris VarelasTrustee
Coit Chip BlackerTrustee
David AndersonTrustee
David BurchamTrustee
Dennis CollinsTrustee
Eileen BrownTrustee
Eric B MooreTrustee
Fred HameetmanTrustee
Giles Gil KempTrustee
Gloria DuffyTrustee
Gordon MacInnesTrustee
Greta MandellTrustee
Hector De La TorreTrustee
Janette Sadik-KhanTrustee
Joan A Payden Thru 9116Trustee
John BrancaTrustee
John FarmerTrustee
John PowerTrustee
Lisa H LinkTrustee
Louise EdgertonTrustee
Naomi KurataTrustee
Octavio V HerreraTrustee
Patricia AlirezaTrustee
Richard Rick RuganiTrustee
Soroosh ShambayatiTrustee
Stephen RountreeTrustee
Steven J OlsonTrustee
Steven RobinsonTrustee
Susan DiMarcoTrustee
Vincent PaduaTrustee
William Schutte Thru 93016trustee
Charles McClintockEX-Officio

Highest Paid Contractors

ContractorServicesLocationCompensation
Vancrest Construction Corporationconstruction and project management7171 N Figueroa St, Los Angeles, CA 90042$979,151
Mesa Energy Systemscommercial HVAC contractors2 Cromwell, Irvine, CA 92618$709,241
Cambridge Associates LLCinvestment consulting125 High Street, Boston, MA 02110$593,047
Diversified Litho Servicesadvertising and printing services4462 E Airport Dr, Ontario, CA 91761$574,753
Bertin Brothers Construction Incconstruction and project management1380 E Altadena Drive, Altadena, CA 91001$338,637
Revenue and Support

Revenue Composition

Contributions and Grants
$24,799,375
Program Service Revenue
$132,887,937
Investment Income
$26,780,820
Other Revenue
$0
All Other Contributions
$20,964,261
Change in Net Assets
$22,356,791

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 Traded68$9,036,767Hi/Lo/Mean Price
Clothing and Household Goods-$4,211Fair Market Value (FMV)
Food Inventory5$4,001donor receipts/Fair Market Value (FMV)
Other Non Cash Contri Table1$4,000donor receipts/Fair Market Value (FMV)
Cars and Other Vehicles2$2,801donor receipts/Fair Market Value (FMV)
Other Non Cash Contri Table1$1,500donor receipts/Fair Market Value (FMV)
Other Non Cash Contri Table1$500donor receipts/Fair Market Value (FMV)
Other Non Cash Contri Table1$150donor receipts/Fair Market Value (FMV)
Books and Publications-$2Fair Market Value (FMV)
Total Noncash Contributions79$9,053,932-

Audited Revenue Reconciliation

Revenue per Audited Statements
$140,168,938
Revenue Not Reported on Financial Statements
$44,299,194
Revenue Not Reported on Form 990
$28,849,376
Other Revenue Adjustments
$42,839,100
Total Revenue per Audited Statements
$169,018,314
Total Revenue per Form 990
$184,468,132
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$70,576,396
Other Expenses$46,435,998
Grants and Similar Amounts Paid$45,083,947
Total Fundraising Expense$7,546,757
Professional Fundraising Fees$15,000

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$43,388,544$4,017,193$3,897,126$51,302,863
Grants to Domestic Individuals$44,994,026--$44,994,026
Other Employee Benefits$6,797,731$934,004$677,337$8,409,072
Depreciation Depletion$7,714,654$334,101$110,654$8,159,409
All Other Expenses$4,605,845$961,021$424,015$5,990,881
Office Expenses$3,590,399$370,303$893,312$4,854,014
Fees for Services Other$3,119,718$715,672$297,311$4,132,701
Interest$3,629,948$312,688-$3,942,636
Pension Plan Contributions$3,304,977$281,347$317,635$3,903,959
Payroll Taxes$2,938,807$461,782$298,377$3,698,966
Occupancy$3,104,571$554,292-$3,658,863
Other Expenses$3,612,329--$3,612,329
Current Officers, Directors, Trustees, and Key Employees$719,923$1,736,435$362,966$2,819,324
Travel$1,653,477$99,765$174,282$1,927,524
Information Technology$1,593,474$265,029$18,288$1,876,791
Fees for Service Investment Mgmnt Fees-$1,460,094-$1,460,094
Insurance$96,890$521,835-$618,725
Conferences and Meetings$503,675$59,383$19,160$582,218
Comp Disqual Persons$415,915$26,297-$442,212
Fees for Services Legal-$395,277-$395,277
Fees for Services Accounting-$137,541-$137,541
Advertising$60,152$26,341$41,294$127,787
Grants to Domestic Orgs$89,921--$89,921
Fees for Services Professional Fundraising--$15,000$15,000
Total Functional Expenses$140,894,184$13,670,400$7,546,757$162,111,341

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$162,111,341
Expenses per Audited Statements$116,996,130
Total Expenses per Audited Statements$116,996,130
Expenses Not Reported on Financial Statements$45,115,211
Other Expense Adjustments$43,655,117
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
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.$15,000
Esperanza Community Housing CorpLos Angeles, CA501(c)(3)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 recommendations with the college on qualified candidates and to identify one representative to liaise with Occidental Staff throughout the term of this project.$14,000
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.$14,000
Diesel Health Project IncLawrence, 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.$13,333
Magana AssociatesWashington, DC501(c)(3)This consultant served as a strategic political advisor to MFN's Zero Campaign. The tasks included cultivating relationship with congressional signatories to sign on to a letter of support for the Campaign.$10,000
Sustainable Economic Enterprises of Los AngelesLos Angeles, CA501(c)(3)The consultant collects baseline data at 2 pilot markets, provide all data on a monthly basis, participate and facilitate research, attend project planning meetings, launch pilot by actively using and distributing co-marketing promotional materials and implementing "market re-design" recommendations, participate in pilot evaluation including surveys, focus groups, and interviews, coordinate participation of market managers, vendors and customers in pilot evaluation, contribute to development of Market Together Resource Guide based on pilot findings, assist with recruitment of Los Angeles market operators for Market Operator Training, assist with development of Market Operator Training Curriculum based on Resource Guide and help to plan and conduct two training sessions for operators representing 30 markets.$7,500

International Summary

Offices
0
Employees
0
Spending
$71,157,809

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$64,476,162
Europe (including Iceland and Greenland)Investments-00$6,385,924
North America (Canada and Mexico)Investments-00$295,723
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$15,000
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, Board of TrusteeEmploymentNo$144,935
Andrew ShtulmanFamily member of Stephen Rountree, Board of TrusteeEmploymentNo$143,508
Tamara HimmelsteinFamily Member of Amos Himmelstein, VP & COOEmploymentNo$127,678
Sarah VeitchFamily Member of Jonathan Veitch, PresidentEmploymentNo$28,126
Lucie SuchomelovaFamily member of KERRY THOMPSON, Interim VP of Academic AffairsEmploymentNo$25,836
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$14,391,567
Bonds Premium, Net$10,933,461
Asset Retirement Obligation$2,562,551

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$55,994,785$43,454,069$1,065,000$527,675
B$39,059,410$15,106,582$1,955,000$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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“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 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. 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
Vice President and COO
Phone
3232591417
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Veitch
Formed
1887
Legal Domicile
CA
Voting Board Members
43
Independent Board Members
40
Employees
2,660
Volunteers
521

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 312,408. Annuities Adjustment -1,013,790. Net Income From K-1's 1,517,399.”

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 maintains collections of art for display and educational purposes.”

Part V, Line 4:

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

Part X, Line 2:

“As required by GAAP, the College and Otway have identified and evaluated their significant tax positions and have determined that there are no material unrecognized benefit or liability to be recorded. There are no uncertain tax positions for the years ended June 30, 2017 or June 30, 2016. There have been no related tax penalties or interest, which would be classified as a tax expense in the consolidated statements of activities.”

Part XI, Line 4B - Other Adjustments:

“Change in Fair Value of Assets Held in Trust by Others -312,408. Annuities Adjustment 1,013,790. FINANCIAL AID 43,655,117. Net Income from K-1's -1,517,399.”

Part XII, Line 4B - Other Adjustments:

“Financial Aid 43,655,117.”

Raw XML AppendixShowing 400 of 1,659 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt013471093
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt011417245
IRS990/AccountsReceivableGrp/BOYAmt0441610
IRS990/AccountsReceivableGrp/EOYAmt0497937
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE STUDENTS WITH A TOTAL EDUCATIONAL EXPERIENCE OF THE HIGHEST QUALITY.
IRS990/AdvertisingGrp/FundraisingAmt041294
IRS990/AdvertisingGrp/ManagementAndGeneralAmt026341
IRS990/AdvertisingGrp/ProgramServicesAmt060152
IRS990/AdvertisingGrp/TotalAmt0127787
IRS990/AllOtherContributionsAmt020964261
IRS990/AllOtherExpensesGrp/FundraisingAmt0424015
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0961021
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04605845
IRS990/AllOtherExpensesGrp/TotalAmt05990881
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0Barbara Valiente
IRS990/BooksInCareOfDetail/PhoneNum03232591417
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01600 Campus Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Los Angeles
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090041
IRS990/BusinessRlnWithFamMemInd01
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt03472554
IRS990/CashNonInterestBearingGrp/EOYAmt01730317
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt024
IRS990/CollectionsOfArtInd01
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0362966
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt01736435
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0719923
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt02819324
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt026297
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt0415915
IRS990/CompDisqualPersonsGrp/TotalAmt0442212
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt019160
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt059383
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0503675
IRS990/ConferencesMeetingsGrp/TotalAmt0582218
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0979151
IRS990/ContractorCompensationGrp/CompensationAmt1709241
IRS990/ContractorCompensationGrp/CompensationAmt2593047
IRS990/ContractorCompensationGrp/CompensationAmt3574753
IRS990/ContractorCompensationGrp/CompensationAmt4338637
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt07171 N Figueroa St
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt12 Cromwell
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2125 High Street
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt34462 E Airport Dr
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt41380 E Altadena Drive
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Los Angeles
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Irvine
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2Boston
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3Ontario
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4Altadena
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd090042
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd192618
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd202110
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd391761
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd491001
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Vancrest Construction Corporation
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1Mesa Energy Systems
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2Cambridge Associates LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3Diversified Litho Services
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4Bertin Brothers Construction Inc
IRS990/ContractorCompensationGrp/ServicesDesc0construction and project management
IRS990/ContractorCompensationGrp/ServicesDesc1commercial HVAC contractors
IRS990/ContractorCompensationGrp/ServicesDesc2investment consulting
IRS990/ContractorCompensationGrp/ServicesDesc3advertising and printing services
IRS990/ContractorCompensationGrp/ServicesDesc4construction and project management
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt024799375
IRS990/CYGrantsAndSimilarPaidAmt045083947
IRS990/CYInvestmentIncomeAmt026780820
IRS990/CYOtherExpensesAmt046435998
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0132887937
IRS990/CYRevenuesLessExpensesAmt022356791
IRS990/CYSalariesCompEmpBnftPaidAmt070576396
IRS990/CYTotalExpensesAmt0162111341
IRS990/CYTotalFundraisingExpenseAmt07546757
IRS990/CYTotalProfFndrsngExpnsAmt015000
IRS990/CYTotalRevenueAmt0184468132
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt05872559
IRS990/DeferredRevenueGrp/EOYAmt05199870
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt0110654
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0334101
IRS990/DepreciationDepletionGrp/ProgramServicesAmt07714654
IRS990/DepreciationDepletionGrp/TotalAmt08159409
IRS990/Desc0SEE SCHEDULE OACADEMIC PROGRAM: Founded in 1887, Occidental College was one of the first liberal arts colleges in California and today is one of the country's few liberal arts colleges in an urban setting. Occidental offers undergraduate degrees in a wide range of disciplines and a master's degree in marine biology. Its 2,055 students, drawn from around the world, choose from 43 majors and minors taught by 188 full-time and 89 part-time faculty. Course work is integrated with opportunities for independent study, one of the country's top undergraduate research programs, study in dozens of foreign countries, the country's only Campaign Semester and residential United Nations programs for undergraduates. Occidental has exchange, joint degree, or cross-registration programs with Caltech, Art Center College of Design, Columbia University, and Keck Graduate Institute. Since winning its first Rhodes Scholarship in 1907, Occidental has consistently won national and international recognition for academic achievement.Dedicated to excellence and equity, Occidental also is one of the country's most economically diverse campuses, according to the New York Times. Some 71 percent of Oxy students receive some form of financial aid; 20 percent are Pell Grant recipients; and 15 percent are the first in their family to attend college.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02660
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt098545977
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0137541
IRS990/FeesForServicesAccountingGrp/TotalAmt0137541
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0395277
IRS990/FeesForServicesLegalGrp/TotalAmt0395277
IRS990/FeesForServicesOtherGrp/FundraisingAmt0297311
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0715672
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03119718
IRS990/FeesForServicesOtherGrp/TotalAmt04132701
IRS990/FeesForServicesProfFundraising/FundraisingAmt015000
IRS990/FeesForServicesProfFundraising/TotalAmt015000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01460094
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01460094
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd01
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt050.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt182.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt192.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt212.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt241.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt251.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt261.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt271.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt281.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt291.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt301.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt311.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt321.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt331.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt342.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt351.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt361.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt372.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt381.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt391.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt401.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt412.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt422.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt431.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt441.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4550.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4650.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4750.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4850.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4950.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5050.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5250.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5350.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5450.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5550.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5650.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5750.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5850.00
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd26X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd27X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd28X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd29X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd30X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd31X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd32X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd33X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd34X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd35X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd36X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd37X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd38X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd39X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd40X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd41X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd42X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd43X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd44X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd12X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0235871
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt330
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt340
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt350
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt360
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt370
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt380
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt390
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt400
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt410
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt420
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt430
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt440
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4526237
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt46121305
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4722230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4861052
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4938369
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5022085
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5129439
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5226144
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5337909
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5441782
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5534954
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5638712
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5726078
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5856165
IRS990/Form990PartVIISectionAGrp/PersonNm0Jonathan Veitch
IRS990/Form990PartVIISectionAGrp/PersonNm1Dave Berkus
IRS990/Form990PartVIISectionAGrp/PersonNm2Ronald Hahn
IRS990/Form990PartVIISectionAGrp/PersonNm3Susan Mallory
IRS990/Form990PartVIISectionAGrp/PersonNm4Reid Samuelson
IRS990/Form990PartVIISectionAGrp/PersonNm5Leslie Trim
IRS990/Form990PartVIISectionAGrp/PersonNm6Patricia Alireza
IRS990/Form990PartVIISectionAGrp/PersonNm7David Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm8Carl Ballton
IRS990/Form990PartVIISectionAGrp/PersonNm9Coit Chip Blacker
IRS990/Form990PartVIISectionAGrp/PersonNm10John Branca
IRS990/Form990PartVIISectionAGrp/PersonNm11Eileen Brown
IRS990/Form990PartVIISectionAGrp/PersonNm12David Burcham
IRS990/Form990PartVIISectionAGrp/PersonNm13Christopher C Calkins
IRS990/Form990PartVIISectionAGrp/PersonNm14Anne Cannon
IRS990/Form990PartVIISectionAGrp/PersonNm15Dennis Collins
IRS990/Form990PartVIISectionAGrp/PersonNm16Bill Davis
IRS990/Form990PartVIISectionAGrp/PersonNm17Hector De La Torre
IRS990/Form990PartVIISectionAGrp/PersonNm18Susan DiMarco
IRS990/Form990PartVIISectionAGrp/PersonNm19Gloria Duffy
IRS990/Form990PartVIISectionAGrp/PersonNm20Louise Edgerton
IRS990/Form990PartVIISectionAGrp/PersonNm21John Farmer
IRS990/Form990PartVIISectionAGrp/PersonNm22Alan Freeman
IRS990/Form990PartVIISectionAGrp/PersonNm23Fred Hameetman
IRS990/Form990PartVIISectionAGrp/PersonNm24Octavio V Herrera
IRS990/Form990PartVIISectionAGrp/PersonNm25Asad Jumabhoy
IRS990/Form990PartVIISectionAGrp/PersonNm26Giles Gil Kemp
IRS990/Form990PartVIISectionAGrp/PersonNm27Naomi Kurata
IRS990/Form990PartVIISectionAGrp/PersonNm28Lisa H Link
IRS990/Form990PartVIISectionAGrp/PersonNm29Gordon MacInnes
IRS990/Form990PartVIISectionAGrp/PersonNm30Greta Mandell
IRS990/Form990PartVIISectionAGrp/PersonNm31Eric B Moore
IRS990/Form990PartVIISectionAGrp/PersonNm32Steven J Olson
IRS990/Form990PartVIISectionAGrp/PersonNm33Vincent Padua
IRS990/Form990PartVIISectionAGrp/PersonNm34John Power
IRS990/Form990PartVIISectionAGrp/PersonNm35Steven Robinson
IRS990/Form990PartVIISectionAGrp/PersonNm36Stephen Rountree
IRS990/Form990PartVIISectionAGrp/PersonNm37Richard Rick Rugani
IRS990/Form990PartVIISectionAGrp/PersonNm38Janette Sadik-Khan
IRS990/Form990PartVIISectionAGrp/PersonNm39Catherine Young Selleck
IRS990/Form990PartVIISectionAGrp/PersonNm40Soroosh Shambayati
IRS990/Form990PartVIISectionAGrp/PersonNm41Christopher Chris Varelas
IRS990/Form990PartVIISectionAGrp/PersonNm42Charles McClintock
IRS990/Form990PartVIISectionAGrp/PersonNm43Joan A Payden Thru 9116
IRS990/Form990PartVIISectionAGrp/PersonNm44William Schutte Thru 93016
IRS990/Form990PartVIISectionAGrp/PersonNm45Erica O'Neal Howard
IRS990/Form990PartVIISectionAGrp/PersonNm46Amos Himmelstein
IRS990/Form990PartVIISectionAGrp/PersonNm47Vincent Cuseo
IRS990/Form990PartVIISectionAGrp/PersonNm48Leora Freedman
IRS990/Form990PartVIISectionAGrp/PersonNm49Kerry Thompson
IRS990/Form990PartVIISectionAGrp/PersonNm50Charlie Cardillo
IRS990/Form990PartVIISectionAGrp/PersonNm51Rhonda Brown
IRS990/Form990PartVIISectionAGrp/PersonNm52Elizabeth Kennedy
IRS990/Form990PartVIISectionAGrp/PersonNm53Derek Shearer
IRS990/Form990PartVIISectionAGrp/PersonNm54Peter Dreier
IRS990/Form990PartVIISectionAGrp/PersonNm55John Swift
IRS990/Form990PartVIISectionAGrp/PersonNm56Eric Frank
IRS990/Form990PartVIISectionAGrp/PersonNm57James Uhrich
IRS990/Form990PartVIISectionAGrp/PersonNm58Jorge Gonzalez thru 06302016
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0603898
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
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$721,228,960
Liabilities
$135,387,750
Net assets
$585,841,210
Revenue
$184,468,132
Expenses
$162,111,341
Net income
$22,356,791
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