Civic Intelligence

Occidental College

990 • Fiscal year 2018 • EIN 95-1667177

Jul 01, 2017 to Jun 30, 2018 • Filed on May 10, 2019

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

0.18x

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

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

67th percentile

0.75x

Higher debt load relative to revenue than 67% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Net Margin

53rd percentile

6.1%

Higher net margin than 53% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

49th percentile

$856,410

Higher top officer pay than 49% of similar nonprofits.

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

2018 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2018

Asset Growth

52nd percentile

3.7%

Faster asset growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-2.0%

Faster revenue growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$747,924,529

Up $26,695,569 (+3.7%) from 2017

Net Assets

Up

$612,524,267

Up $26,683,057 (+4.6%) from 2017

Liabilities

Up

$135,400,262

Up $12,512 (+0.0%) from 2017

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin53rd percentile

Revenue

Down

$180,860,261

Down $3,607,871 (-2.0%) from 2017

Expenses

Up

$169,790,941

Up $7,679,600 (+4.7%) from 2017

Net Income

Down

$11,069,320

Down $11,287,471 (-50%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2018

Assets$747,924,529
Liabilities$135,400,262
Net Assets$612,524,267
Open 2018 Filing

Operations Trend

Revenue Growth22nd 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

2018

Revenue$180,860,261
Expenses$169,790,941
Net Income$11,069,320
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 10, 2019
Return Version
2017v2.3
Gross Receipts
$273,548,933
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$340,513,732$354,967,949▲ $14,454,217
Land, Buildings, and Equipment, Net$167,268,437$174,206,117▲ $6,937,680
Investments Other Securities$74,671,205$86,484,992▲ $11,813,787
Savings and Temporary Cash Investments$96,720,421$86,460,121▼ $10,260,300
Investments Program Related$22,513,273$21,558,935▼ $954,338
Pledges and Grants Receivable$7,194,896$9,127,265▲ $1,932,369
Cash and Non-Interest-Bearing Accounts$1,730,317$3,719,840▲ $1,989,523
Inventories for Sale or Use$619,792$687,427▲ $67,635
Prepaid Expenses and Deferred Charges$238,225$657,096▲ $418,871
Accounts Receivable$497,937$587,222▲ $89,285
Total Assets$721,228,960$747,924,529▲ $26,695,569
Other Assets Total$9,260,725$9,467,565▲ $206,840
Liabilities
Tax Exempt Bond Liabilities$86,105,000$83,750,000▼ $2,355,000
Other Liabilities$27,887,579$27,835,643▼ $51,936
Accounts Payable and Accrued Expenses$11,417,245$13,660,042▲ $2,242,797
Deferred Revenue$5,199,870$5,852,125▲ $652,255
Mortgage Notes Payable Secured by Investment Property$4,262,957$3,820,612▼ $442,345
Unsecured Notes Loans Payable$515,099$481,840▼ $33,259
Total Liabilities$135,387,750$135,400,262▲ $12,512
Net Assets / Fund Balance
Temporarily Rstr Net Assets$217,582,516$226,814,509▲ $9,231,993
Unrestricted Net Assets$191,887,591$203,061,073▲ $11,173,482
Permanently Rstr Net Assets$176,371,103$182,648,685▲ $6,277,582
Total Net Assets Fund Balance$585,841,210$612,524,267▲ $26,683,057
Total Liabilities and Net Assets / Fund Balance$721,228,960$747,924,529▲ $26,695,569

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$148,478,379$101,581,134$250,059,513
Equipment$5,397,956$9,996,493$15,394,449
Other Land Buildings$11,341,084-$11,341,084
Leasehold Improvements$4,344,255$4,428,109$8,772,364
Land$4,644,443-$1,481,532
Other Securities$86,484,992--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$413,429,864$9,419,724▲ $32,460,536$10,563,926$434,234,019
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
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan VeitchPresident/ex-officioFT$548,932$307,478$856,410
Amos HimmelsteinVP of Finance/COO/treasurerFT$284,580$126,413$410,993
Charles CardilloVP of Institutional AdvancementFT$331,364$55,847$387,211
Elizabeth KennedySr. Advisor, Principal GivingFT$243,595$39,759$283,354
Derek ShearerProfessorFT$215,343$38,405$253,748
Vincent CuseoVP of Enrollment/dean of AdmissionFT$209,520$37,888$247,408
Peter DreierProfessorFT$201,619$40,211$241,830
Barbara ValienteAssistant TreasurerFT$173,134$51,577$224,711
Eric FrankProfessorFT$182,777$35,244$218,021
Kerry ThompsonFormer Interim VP Academic AffairsFT$172,419$38,728$211,147
Rhonda BrownVP of Inclusion and Equity/chief Diversity OfficerFT$174,262$34,912$209,174
Rhonda BrownVP of Inclusion and Equity/chief Div-$174,262$34,912$209,174
James UhrichAssoc. VP/chief Information OfficerFT$179,279$27,670$206,949
ERICA O'NEAL HOWARDFormer Interim Dean of StudentsFT$167,453$26,462$193,915
Marsha SchnirringSecretaryFT$140,616$36,015$176,631
Wendy SternbergVP of Academic Affairs/dean of the CollegeFT$109,350$48,434$157,784
Wendy SternbergVP of Academic Affairs/dean of the C-$109,350$48,434$157,784
Robert FlotVP of Student Affairs/ Dean of StudentsFT$100,754$25,800$126,554
Robert FlotVP of Student Affairs/ Dean of Stude-$100,754$25,800$126,554

Board Members and Trustees

NameTitle
Susan MalloryChair
Christopher Chris VarelasVice-chair
Dave BerkusVice-chair
Reid SamuelsonVice-chair
Leslie TrimVice-chair (thru 5/20/18)
Alan FreemanTrustee
Anne CannonTrustee
Bonnie MillsTrustee
Carl BalltonTrustee
Catherine Young SelleckTrustee
Christopher C CalkinsTrustee
Coit Chip BlackerTrustee
David AndersonTrustee
David BurchamTrustee
Dennis CollinsTrustee
Eileen BrownTrustee
Eric B MooreTrustee
Fred HameetmanTrustee
Gary KaplanTrustee
Giles Gil KempTrustee
Gloria DuffyTrustee
Gordon MacinnesTrustee
Greta MandellTrustee
Hector De La TorreTrustee
Janette Sadik-khanTrustee
Jennifer CrosthwaiteTrustee
John BrancaTrustee
John FarmerTrustee
John PowerTrustee
Lisa H LinkTrustee
Louise EdgertonTrustee
Maurine HalperinTrustee
Octavio V HerreraTrustee
Patricia AlirezaTrustee
Richard Rick RuganiTrustee
Ronald HahnTrustee
Soroosh ShambayatiTrustee
Stephen RountreeTrustee
Steven J OlsonTrustee
Steven RobinsonTrustee
Susan DimarcoTrustee
Vincent PaduaTrustee
Naomi KurataTrustee (thru 4/25/18)
Charles McclintockEx-officio

Highest Paid Contractors

ContractorServicesLocationCompensation
Del Amo Construction INCConstruction23840 MADISON ST, Torrance, CA 90505$2,426,404
Pacific National GroupConstruction2392 SOUTH BATEMAN AVE, Irwindale, CA 91010$1,151,001
Jorgensen-reeve Builders INCConstruction4965 TOPANGA CANYON BLVD, Woodland Hills, CA 91364$1,095,171
Mesa Energy Systems INCConstruction2 CROMWELL, Irvine, CA 92618$880,422
Vancrest Construction CorporationConstruction7171 N FIGUEROA ST, Los Angeles, CA 90042$703,027
Revenue and Support

Revenue Composition

Contributions and Grants
$23,773,720
Program Service Revenue
$136,993,219
Investment Income
$20,093,322
Other Revenue
$0
All Other Contributions
$19,302,578
Change in Net Assets
$11,069,320

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 Traded83$2,308,918Hi/lo/mean Price
Real Estate Residential1$2,034,000Appraisal
Other Non Cash Contri Table17$9,430Donor Receipts/Fair Market Value (FMV)
Clothing and Household Goods-$2,761Donor Receipts/Fair Market Value (FMV)
Other Non Cash Contri Table1$1,018Fair Market Value (FMV)
Other Non Cash Contri Table3$860Donor Receipts/Fair Market Value (FMV)
Other Non Cash Contri Table2$500Donor Receipts/Fair Market Value (FMV)
Collectibles3$240Donor Receipts/Fair Market Value (FMV)
Total Noncash Contributions110$4,357,727-

Audited Revenue Reconciliation

Revenue per Audited Statements
$135,357,461
Revenue Not Reported on Financial Statements
$45,502,800
Revenue Not Reported on Form 990
$13,809,698
Other Revenue Adjustments
$44,054,746
Total Revenue per Audited Statements
$149,167,159
Total Revenue per Form 990
$180,860,261
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$73,717,373
Other Expenses$48,738,932
Grants and Similar Amounts Paid$47,173,526
Total Fundraising Expense$8,210,475
Professional Fundraising Fees$161,110

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$45,566,345$4,052,574$3,906,228$53,525,147
Grants to Domestic Individuals$47,007,301--$47,007,301
Other Employee Benefits$7,391,558$996,161$714,661$9,102,380
Depreciation Depletion$8,076,437$336,473$110,654$8,523,564
Office Expenses$3,810,757$495,264$1,005,716$5,311,737
Fees for Services Other$2,917,650$975,144$506,468$4,399,262
Pension Plan Contributions$3,402,555$244,150$314,627$3,961,332
Occupancy$3,340,892$588,238-$3,929,130
Interest$3,648,766$210,401-$3,859,167
Payroll Taxes$3,095,729$452,017$302,131$3,849,877
All Other Expenses$2,096,142$622,368$457,285$3,175,795
Current Officers, Directors, Trustees, and Key Employees$746,148$1,765,088$381,825$2,893,061
Information Technology$2,079,252$398,646$54,625$2,532,523
Travel$1,723,845$97,744$179,596$2,001,185
Fees for Service Investment Mgmnt Fees-$1,448,054-$1,448,054
Fees for Services Legal-$767,717-$767,717
Conferences and Meetings$569,047$80,990$35,382$685,419
Insurance$121,706$522,035-$643,741
Other Expenses$279,117$116,715$65,207$461,039
Comp Disqual Persons$378,213$7,363-$385,576
Grants to Domestic Orgs$166,225--$166,225
Fees for Services Professional Fundraising--$161,110$161,110
Advertising$92,642$40,735$14,960$148,337
Fees for Services Accounting-$141,357-$141,357
Total Functional Expenses$146,996,307$14,584,159$8,210,475$169,790,941

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$169,790,941
Expenses per Audited Statements$122,484,102
Total Expenses per Audited Statements$122,484,102
Expenses Not Reported on Financial Statements$47,306,839
Other Expense Adjustments$45,858,785
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Economic RoundtableLos Angeles, CA-To Assist Uepi/occidental College to Gather Detailed Data and Assist in Developing a Study of Economic Insecurity Among Workers at Disneyland Resorts Located in Orange County, California.$80,000
The Research FoundationAlbany, NY-Research Partner Suny New Paltz Through the Research Foundation, to Conduct Research on Quantitive Afm Investigations of Adhesion of a Planktonic Bacterial Predator to Biofilm Prey. to Mentor and Oversee Undergraduate Students Assisting in Conducting the Research, Probe Cells Growth, Research Mapping, Analyzing Data Using Mathematical Models. Characterize Chemical Specificity of Bdellovibrio Adhesion.$33,270
Barrio Partners LLCLos Angeles, CA501c3Develop a Detailed Project Workplan and Timeline to Achieve All Co-marketing Campaign Deliverables. Assist in Creating the Co-marketing Campaign Plan, Conduct Site Visits to Neighborhood Stores and Local Institutions and to Identify Optimal Partners for Campaign. Analyze Research Results.$15,000
Berlin Rosen LtdNew York, NY501c3To Assist and Provide Communications Support,communications Planning and Materials Development and Strategic Outreach to Media for the Uepi/occidental College Study of Economic Insecurity Among Workers at Disneyland Resorts Located in Orange County, California$7,000
Wellesley CollegeWellesley, MA-To Conduct Research on Quantitive Afm Investigations of Adhesion of a Planktonic Bacterial Predator to Biofilm Prey. to Mentor and Oversee Undergraduate Students Assisting in Conducting the Research, Probe Cells Growth, Research Mapping, Analyze Data Using Mathematical Models. Characterize Chemical Specificity of Bdellovibrio Adhesion.$5,406

International Summary

Offices
0
Employees
0
Spending
$54,628,242

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$52,132,337
Europe (including Iceland and Greenland)Investments-00$2,150,182
North America (canada and Mexico)Investments-00$345,723
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$161,110
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$135,887
Andrew ShtulmanFamily Member of Stephen Rountree, Board of TrusteeEmploymentNo$123,269
Tamara HimmelsteinFamily Member of Amos Himmelstein, Vp & COOEmploymentNo$119,057
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$14,677,734
Bonds Premium, Net$10,526,867
Asset Retirement Obligation$2,631,042

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$55,995,743$43,454,069$1,395,000$527,675
B$39,089,672$16,398,317$3,980,000$418,240

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
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“One change to the bylaws was voted on at the september 25, 2017 meeting that changed the role of vice-chairs in article iv, committees of the board, (c) other committees, (1) membership.”

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 2017 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
2019-05-10
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
2,702
Volunteers
483

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 32,634. Annuities adjustment -576,718. Net income from k-1's 2,348,123.”

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 and bird 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, student and faculty research, academic programs, the library, visiting speakers, and other general college programs.”

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, 2018 or june 30, 2017. 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 -32,634. Annuities adjustment 576,718. Financial aid 45,858,785. Net income from k-1's -2,348,123.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid 45,858,785.”

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IRS990/Desc0SEE SCHEDULE OACADEMIC PROGRAM: FOUNDED IN 1887, OCCIDENTAL 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 2,036 STUDENTS, DRAWN FROM 46 STATES, WASHINGTON, D.C. AND 58 COUNTRIES, CHOOSE FROM 44 MAJORS AND MINORS TAUGHT BY 188 FULL-TIME AND 89 PART-TIME FACULTY. COURSE WORK IS INTEGRATED WITH OPPORTUNITIES FOR INDEPENDENT STUDY, COMMUNITY ENGAGEMENT, ONE OF THE COUNTRY'S TOP UNDERGRADUATE RESEARCH PROGRAMS, STUDY IN DOZENS OF FOREIGN COUNTRIES, AND THE COUNTRY'S ONLY CAMPAIGN SEMESTER AND RESIDENTIAL UNITED NATIONS PROGRAMS FOR UNDERGRADUATES. SINCE PRODUCING ITS FIRST RHODES SCHOLAR IN 1907, OCCIDENTAL HAS CONSISTENTLY WON NATIONAL AND INTERNATIONAL RECOGNITION FOR ACADEMIC ACHIEVEMENT. THE COLLEGE HAS BEEN ONE OF THE COUNTRY'S LEADING PRODUCERS OF STUDENT FULBRIGHT SCHOLARS FOR MORE THAN A DECADE, ACCORDING TO THE CHRONICLE OF HIGHER EDUCATION.DEDICATED TO EXCELLENCE AND EQUITY, OCCIDENTAL ALSO IS ONE OF THE COUNTRY'S MOST ECONOMICALLY DIVERSE CAMPUSES, ACCORDING TO THE NEW YORK TIMES. SOME 73 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.
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IRS990/Form990PartVIISectionAGrp/PersonNm46ROBERT FLOT
IRS990/Form990PartVIISectionAGrp/PersonNm47AMOS HIMMELSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm48CHARLES CARDILLO
IRS990/Form990PartVIISectionAGrp/PersonNm49VINCENT CUSEO
IRS990/Form990PartVIISectionAGrp/PersonNm50RHONDA BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm51MARSHA SCHNIRRING
IRS990/Form990PartVIISectionAGrp/PersonNm52BARBARA VALIENTE
IRS990/Form990PartVIISectionAGrp/PersonNm53ELIZABETH KENNEDY
IRS990/Form990PartVIISectionAGrp/PersonNm54DEREK SHEARER
IRS990/Form990PartVIISectionAGrp/PersonNm55PETER DREIER
IRS990/Form990PartVIISectionAGrp/PersonNm56ERIC FRANK
IRS990/Form990PartVIISectionAGrp/PersonNm57JAMES UHRICH
IRS990/Form990PartVIISectionAGrp/PersonNm58ERICA O'NEAL HOWARD
IRS990/Form990PartVIISectionAGrp/PersonNm59KERRY THOMPSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0620920
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

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$747,924,529
Liabilities
$135,400,262
Net assets
$612,524,267
Revenue
$180,860,261
Expenses
$169,790,941
Net income
$11,069,320
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