Civic Intelligence

Occidental College

990 • Fiscal year 2019 • EIN 95-1667177

Jul 01, 2018 to Jun 30, 2019 • Filed on May 11, 2020

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

33rd percentile

0.17x

Higher debt load relative to assets than 33% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

67th percentile

0.75x

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

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Net Margin

24th percentile

-0.4%

Higher net margin than 24% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

49th percentile

$842,882

Higher top officer pay than 49% of similar nonprofits.

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

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Asset Growth

39th percentile

2.5%

Faster asset growth than 39% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-2.3%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$766,282,002

Up $18,357,473 (+2.5%) from 2018

Net Assets

Up

$633,035,799

Up $20,511,532 (+3.3%) from 2018

Liabilities

Down

$133,246,203

Down $2,154,059 (-1.6%) from 2018

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin24th percentile

Revenue

Down

$176,699,236

Down $4,161,025 (-2.3%) from 2018

Expenses

Up

$177,405,214

Up $7,614,273 (+4.5%) from 2018

Net Income

Down

-$705,978

Down $11,775,298 (-106%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2019

Assets$766,282,002
Liabilities$133,246,203
Net Assets$633,035,799
Open 2019 Filing

Operations Trend

Revenue Growth26th 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

2019

Revenue$176,699,236
Expenses$177,405,214
Net Income-$705,978
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 11, 2020
Return Version
2018v3.1
Gross Receipts
$346,738,594
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$354,967,949$361,632,325▲ $6,664,376
Land, Buildings, and Equipment, Net$174,206,117$186,818,407▲ $12,612,290
Investments Other Securities$86,484,992$103,781,150▲ $17,296,158
Savings and Temporary Cash Investments$86,460,121$65,679,264▼ $20,780,857
Investments Program Related$21,558,935$20,562,111▼ $996,824
Pledges and Grants Receivable$9,127,265$10,267,288▲ $1,140,023
Cash and Non-Interest-Bearing Accounts$3,719,840$7,044,747▲ $3,324,907
Prepaid Expenses and Deferred Charges$657,096$949,404▲ $292,308
Inventories for Sale or Use$687,427$709,115▲ $21,688
Accounts Receivable$587,222$537,752▼ $49,470
Receivable From Disqualified Prsn-$73,500-
Total Assets$747,924,529$766,282,002▲ $18,357,473
Other Assets Total$9,467,565$8,226,939▼ $1,240,626
Liabilities
Tax Exempt Bond Liabilities$83,750,000$81,305,000▼ $2,445,000
Other Liabilities$27,835,643$25,219,142▼ $2,616,501
Accounts Payable and Accrued Expenses$13,660,042$19,214,259▲ $5,554,217
Mortgage Notes Payable Secured by Investment Property$3,820,612$3,925,245▲ $104,633
Deferred Revenue$5,852,125$3,135,331▼ $2,716,794
Unsecured Notes Loans Payable$481,840$447,226▼ $34,614
Total Liabilities$135,400,262$133,246,203▼ $2,154,059
Net Assets / Fund Balance
Permanently Rstr Net Assets$182,648,685$415,983,397▲ $233,334,712
Temporarily Rstr Net Assets$226,814,509$0▼ $226,814,509
Unrestricted Net Assets$203,061,073$217,052,402▲ $13,991,329
Total Net Assets Fund Balance$612,524,267$633,035,799▲ $20,511,532
Total Liabilities and Net Assets / Fund Balance$747,924,529$766,282,002▲ $18,357,473

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$145,643,294$108,791,141$254,434,435
Other Land Buildings$27,134,577-$27,134,577
Equipment$5,010,958$8,861,017$13,871,975
Leasehold Improvements$4,419,325$4,927,734$9,347,059
Land$4,610,253-$1,481,532
Other Securities$103,781,150--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$434,234,019$9,217,196▲ $26,122,904$10,939,404$448,094,636
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
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan Veitch PhdPresident/ex-officioFT$579,541$263,341$842,882
Amos HimmelsteinVP for Finance/ COO/treasurerFT$295,209$158,434$453,643
Charles CardilloVP for Institutional AdvancementFT$323,028$45,865$368,893
Wendy SternbergVP for Academic Affairs/ Dean of the CollegeFT$232,763$96,015$328,778
Wendy SternbergVP for Academic Affairs/ Dean of the-$223,748$105,030$328,778
Elizabeth KennedySr. Advisor, Principal GivingFT$265,272$56,778$322,050
Robert FlotVP for Student Affairs/ Dean of StudentsFT$213,580$67,543$281,123
Robert FlotVP for Student Affairs/ Dean of Stud-$213,580$67,543$281,123
Derek ShearerProfessorFT$219,476$40,343$259,819
Vincent CuseoVP for Enrollment/dean of AdmissionFT$214,571$38,980$253,551
Eric FrankProfessorFT$193,435$37,934$231,369
Barbara ValienteAssistant TreasurerFT$179,190$51,188$230,378
Peter DreierProfessorFT$182,663$41,972$224,635
James UhrichAssoc. VP/chief Information OfficerFT$183,630$35,260$218,890
Rhonda BrownVP for Inclusion and Equity/chief Diversity OfficeFT$181,308$37,230$218,538
Rhonda BrownVP for Inclusion and Equity/chief Di-$181,308$37,230$218,538
Marty SharkeyVP for Marketing and CommunicationsFT$165,500$41,552$207,052
Samantha SandmanAssistant SecretaryFT$181,818$17,949$199,767
Marsha SchnirringSecretaryFT$152,046$38,907$190,953
ERICA O'NEAL HOWARDFormer Interim Dean of StudentsFT$160,356$26,345$186,701
Kerry ThompsonFormer Interim VP Academic AffairsFT$129,813$36,687$166,500

Board Members and Trustees

NameTitle
Susan MalloryChair
Dave BerkusVice -chair
Brad FauvreEx-officio/alumni Selected Trustee
Alan FreemanTrustee
Anne CannonTrustee
Bonnie MillsTrustee
Carl BalltonTrustee
Catherine Young SelleckTrustee
Christopher Chris VarelasTrustee
Coit BlackerTrustee
David AndersonTrustee
David BurchamTrustee
Eileen BrownTrustee
Eric B MooreTrustee
Fred HameetmanTrustee
Gary KaplanTrustee
Giles Gil KempTrustee
Gloria DuffyTrustee
Gordon MacinnesTrustee
Greta MandellTrustee
Hector De La TorreTrustee
J Grant WoodsTrustee
Janette Sadik-khanTrustee
John BrancaTrustee
John FarmerTrustee
John PowerTrustee
Lisa H LinkTrustee
Louise EdgertonTrustee
Maurine HalperinTrustee
Nancy DambroTrustee
Patricia AlirezaTrustee
Reid SamuelsonTrustee
Richard Rick RuganiTrustee
Ronald HahnTrustee
Soroosh ShambayatiTrustee
Stephen RountreeTrustee
Steven J OlsonTrustee
Steven RobinsonTrustee
Theodore R Mitchell PhdTrustee
Timothy Allison-hatchTrustee
Jennifer CrosthwaiteTrustee (thru 2/16/19)
Octavio HerreraTrustee (thru 8/30/18)

Highest Paid Contractors

ContractorServicesLocationCompensation
Del Amo Construction INCConstruction And Project Management23840 MADISON ST, Torrance, CA 90505$7,242,413
Pacific National GroupGeneral Contractors2392 SOUTH BATEMAN AVE, Irwindale, CA 91010$4,837,601
Jorgensen-reeve Builders INCGeneral Contractors4965 TOPANGA CANYON BLVD, Woodland Hills, CA 91364$1,190,165
O'melveny & Myers LLPAttorneys400 S HOPE ST 18TH FLOOR, Los Angeles, CA 90071$1,049,984
Parker Brown INCConstruction And Project Management6727 VARIEL AVE, Canoga Park, CA 91303$915,150
Revenue and Support

Revenue Composition

Contributions and Grants
$27,358,256
Program Service Revenue
$140,809,929
Investment Income
$8,531,051
Other Revenue
$0
All Other Contributions
$22,749,328
Change in Net Assets
$-705,978

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 Traded55$1,842,216Hi/lo/mean Price
Other Non Cash Contri Table1$24,420Donor Receipts/Fair Market Value (FMV)
Clothing and Household Goods-$13,481Donor Receipts/Fair Market Value (FMV)
Other Non Cash Contri Table12$11,131Donor Receipts/Fair Market Value (FMV)
Cars and Other Vehicles1$1,700Third Party Valued
Other Non Cash Contri Table1$1,200Donor Receipts/Fair Market Value (FMV)
Other Non Cash Contri Table1$500Donor Receipts/Fair Market Value (FMV)
Total Noncash Contributions71$1,894,648-

Audited Revenue Reconciliation

Revenue per Audited Statements
$128,631,470
Revenue Not Reported on Financial Statements
$48,067,766
Revenue Not Reported on Form 990
$18,517,512
Other Revenue Adjustments
$46,650,555
Total Revenue per Audited Statements
$147,148,982
Total Revenue per Form 990
$176,699,236
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$76,931,614
Grants and Similar Amounts Paid$50,950,486
Other Expenses$49,523,114
Total Fundraising Expense$8,849,327
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$46,500,443$3,925,618$4,319,185$54,745,246
Grants to Domestic Individuals$50,605,097--$50,605,097
Other Employee Benefits$7,650,558$1,036,305$824,108$9,510,971
Depreciation Depletion$8,221,381$331,135$110,654$8,663,170
Office Expenses$3,952,283$318,635$868,694$5,139,612
Fees for Services Other$3,296,064$987,023$504,277$4,787,364
Occupancy$3,588,980$689,498-$4,278,478
Pension Plan Contributions$3,518,540$219,948$365,796$4,104,284
Payroll Taxes$3,130,309$503,473$344,403$3,978,185
Current Officers, Directors, Trustees, and Key Employees$896,185$2,552,229$382,485$3,830,899
Interest$3,639,189$131,740-$3,770,929
Information Technology$2,244,875$377,969$59,537$2,682,381
Travel$1,657,981$73,948$224,462$1,956,391
All Other Expenses$912,671$338,113$698,401$1,949,185
Fees for Service Investment Mgmnt Fees-$1,417,211-$1,417,211
Fees for Services Legal$27,072$1,353,178-$1,380,250
Other Expenses$762,940$198,309-$762,940
Comp Disqual Persons$654,005-$108,024$762,029
Insurance$53,563$539,833$1,406$594,802
Conferences and Meetings$485,346$53,850$31,745$570,941
Grants to Domestic Orgs$345,389--$345,389
Fees for Services Accounting-$146,162-$146,162
Advertising$48,008$40,471$6,150$94,629
Total Functional Expenses$153,321,239$15,234,648$8,849,327$177,405,214

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$177,405,214
Expenses per Audited Statements$126,637,450
Total Expenses per Audited Statements$126,637,450
Expenses Not Reported on Financial Statements$50,767,764
Other Expense Adjustments$49,350,553
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Silent Spring InstituteNewton, MA501(c)3Research Partner Assisting With Conducting Study Protocols for In-home Product Use, Developing Survey Instrument Focus Group Materials, Data Analysis, Conducting Analytical Testing of Products, and Preparing Peer-review Manuscripts.$41,329
Wellesley CollegeWellesley, MA-Conduct Research on Quantitive Afm Investigations of Adhesion of a Planktonic Bacterial Predator to Biofilm Prey and Work Closely With Several Undergraduate Student Researchers Assisting in Conducting the Research.$38,042
Texas Environmental Justice AdvocatesHouston, TX501(c)3Assist With Leadership and Decision Making as a Regional Representative of the Moving Forward Network Advisory Board. Assist in Convening the Monthly Regional Meetings for Organizations to Share Information, Discuss Development of the Network, Identify Areas Where the Network Could Support the Region, and Plan Joint Activities. Play a Leadership Role in Developing Local, Regional, And/or State Strategies for Advancing and Implementing Network Campaigns.$30,000
Clean Water FundLong Branch, NJ501(c)3Assist With Leadership and Decision Making as a Regional Representative of the Moving Forward Network Advisory Board. Assist in Convening the Monthly Regional Meetings for Organizations to Share Information, Discuss Development of the Network, Identify Areas Where the Network Could Support the Region, and Plan Joint Activities. Play a Leadership Role in Developing Local, Regional, And/or State Strategies for Advancing and Implementing Network Campaigns.$29,000
Cleanairnow AssociationLawrence, KS501(c)3Assist With Leadership and Decision Making as a Regional Representative of the Moving Forward Network Advisory Board. Assist in Convening the Monthly Regional Meetings for Organizations to Share Information, Discuss Development of the Network, Identify Areas Where the Network Could Support the Region, and Plan Joint Activities. Play a Leadership Role in Developing Local, Regional, And/or State Strategies for Advancing and Implementing Network Campaigns.$29,000
Harambee House IncSavannah, GA501(c)3Assist With Leadership and Decision Making as a Regional Representative of the Moving Forward Network Advisory Board. Assist in Convening the Monthly Regional Meetings for Organizations to Share Information, Discuss Development of the Network, Identify Areas Where the Network Could Support the Region, and Plan Joint Activities. Play a Leadership Role in Developing Local, Regional, And/or State Strategies for Advancing and Implementing Network Campaigns.$29,000
The George Washington UniversityWashington Dc, DC501(c)3Research Partner Assisting With Study Design of In-home Assessment of Product Use, Surveys, and Focus Groups to Ensure Study Protocols Capture Data Adequately. Lead Analyses on Exposures to Products.$21,253
The Research FoundationAlbany, NY501(c)3Conduct Research on Quantitive Afm Investigations of Adhesion of a Planktonic Bacterial Predator to Biofilm Prey and Work Closely With Several Undergraduate Student Researchers Assisting in Conducting the Research.$16,535
Barrio Partners LLCLos Angeles, CA501(c)3Support the Organization With Planning and Execution of a Farmers Market Manager Training Events With Strategies and Practices Developed by the Program, and Provide Direct Technical Assistance and Training With Marketing and Promotion Best Practices.$10,143
Pacific UniversityForest Grove, OR501(c)3ACT AS CO-DIRECTOR FOR CENTER FOR UNDERGRADUATE RESEARCH IN MATHEMATICS' ACTIVITIES, EVALUATE PROPOSALS, AWARD MINI-GRANTS, ASSIST WITH TRAVEL ARRANGEMENTS, ORGANIZE FACULTY SUMMER WORKSHOP, AND WORK WITH REGIONAL DIRECTORS.$8,650
Messiah CollegeMechanicsburg, PA501(c)3Bring Together Undergraduate Students to Participate in an Immersive Research Experience That Will Support Them in Becoming Future Mathematicians. Students Will Leave the Experience Having Made Both Individual and Group Contributions to Active Research Projects.$5,257
Gonzaga UniversitySpokane, WA501(c)3Bring Together Undergraduate Students to Participate in an Immersive Research Experience That Will Support Them in Becoming Future Mathematicians. Students Will Leave the Experience Having Made Both Individual and Group Contributions to Active Research Projects.$5,250
Portland Community CollegePortland, OR501(c)3Bring Together Undergraduate Students to Participate in an Immersive Research Experience That Will Support Them in Becoming Future Mathematicians. Students Will Leave the Experience Having Made Both Individual and Group Contributions to Active Research Projects.$5,250
Tarrant County College DistrictArlington, TX501(c)3Bring Together Undergraduate Students to Participate in an Immersive Research Experience That Will Support Them in Becoming Future Mathematicians. Students Will Leave the Experience Having Made Both Individual and Group Contributions to Active Research Projects.$5,250
The University of PortlandPortland, OR501(c)3Bring Together Undergraduate Students to Participate in an Immersive Research Experience That Will Support Them in Becoming Future Mathematicians. Students Will Leave the Experience Having Made Both Individual and Group Contributions to Active Research Projects.$5,250
Sonoma State UniversityRohnert Park, CA501(c)3Bring Together Undergraduate Students to Participate in an Immersive Research Experience That Will Support Them in Becoming Future Mathematicians. Students Will Leave the Experience Having Made Both Individual and Group Contributions to Active Research Projects.$5,247
Villanova UniversityVillanova, PA-Bring Together Undergraduate Students to Participate in an Immersive Research Experience That Will Support Them in Becoming Future Mathematicians. Students Will Leave the Experience Having Made Both Individual and Group Contributions to Active Research Projects.$5,201
The University of Texas at ArtlingtonArlington, TX501(c)3Bring Together Undergraduate Students to Participate in an Immersive Research Experience That Will Support Them in Becoming Future Mathematicians. Students Will Leave the Experience Having Made Both Individual and Group Contributions to Active Research Projects.$5,182
Nebraska Wesleyan UniversityLincoln, NE501(c)3Bring Together Undergraduate Students to Participate in an Immersive Research Experience That Will Support Them in Becoming Future Mathematicians. Students Will Leave the Experience Having Made Both Individual and Group Contributions to Active Research Projects.$5,172
University of North CarolinaGreensboro, NC501(c)3Bring Together Undergraduate Students to Participate in an Immersive Research Experience That Will Support Them in Becoming Future Mathematicians. Students Will Leave the Experience Having Made Both Individual and Group Contributions to Active Research Projects.$5,054

International Summary

Offices
0
Employees
0
Spending
$56,899,350

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$53,002,106
Europe (including Iceland and Greenland)Investments-00$3,243,864
North America (canada and Mexico)Investments-00$653,380
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Andrew ShtulmanFamily Member of Stephen Rountree, Board of TrusteeEmploymentNo$156,486
Matthew CalkinsFamily Member of Christopher Calkins, Board of TrusteeEmploymentNo$139,874
Tamara HimmelsteinFamily Member of Amos Himmelstein, Vp & COOEmploymentNo$108,024

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$73,500-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$13,283,927
Bonds Premium, Net$10,120,274
Asset Retirement Obligation$1,814,941

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$1,770,000$527,675
B$39,146,812$33,638,342$5,940,000$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
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 2018 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
2020-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Veitch
Formed
1887
Legal Domicile
CA
Voting Board Members
41
Independent Board Members
38
Employees
2,661
Volunteers
732

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 -43,571. Annuities adjustment 1,292. Net income from k-1's 2,742,277.”

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, 2019 or june 30, 2018. 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 43,571. Annuities adjustment -1,292. Financial aid 49,350,553. Net income from k-1's -2,742,277.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid 49,350,553.”

Raw XML AppendixShowing 400 of 1,798 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/OtherCompensationAmt5440343
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5537934
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5635260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5741972
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5826345
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IRS990/Form990PartVIISectionAGrp/PersonNm0JONATHAN VEITCH PHD
IRS990/Form990PartVIISectionAGrp/PersonNm1SUSAN MALLORY
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVE BERKUS
IRS990/Form990PartVIISectionAGrp/PersonNm3PATRICIA ALIREZA
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5CARL BALLTON
IRS990/Form990PartVIISectionAGrp/PersonNm6COIT BLACKER
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN BRANCA
IRS990/Form990PartVIISectionAGrp/PersonNm8EILEEN BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm9DAVID BURCHAM
IRS990/Form990PartVIISectionAGrp/PersonNm10ANNE CANNON
IRS990/Form990PartVIISectionAGrp/PersonNm11JENNIFER CROSTHWAITE
IRS990/Form990PartVIISectionAGrp/PersonNm12NANCY DAMBRO
IRS990/Form990PartVIISectionAGrp/PersonNm13HECTOR DE LA TORRE
IRS990/Form990PartVIISectionAGrp/PersonNm14GLORIA DUFFY
IRS990/Form990PartVIISectionAGrp/PersonNm15LOUISE EDGERTON
IRS990/Form990PartVIISectionAGrp/PersonNm16JOHN FARMER
IRS990/Form990PartVIISectionAGrp/PersonNm17ALAN FREEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm18RONALD HAHN
IRS990/Form990PartVIISectionAGrp/PersonNm19FRED HAMEETMAN
IRS990/Form990PartVIISectionAGrp/PersonNm20MAURINE HALPERIN
IRS990/Form990PartVIISectionAGrp/PersonNm21TIMOTHY ALLISON-HATCH
IRS990/Form990PartVIISectionAGrp/PersonNm22OCTAVIO HERRERA
IRS990/Form990PartVIISectionAGrp/PersonNm23GARY KAPLAN
IRS990/Form990PartVIISectionAGrp/PersonNm24GILES GIL KEMP
IRS990/Form990PartVIISectionAGrp/PersonNm25LISA H LINK
IRS990/Form990PartVIISectionAGrp/PersonNm26GORDON MACINNES
IRS990/Form990PartVIISectionAGrp/PersonNm27GRETA MANDELL
IRS990/Form990PartVIISectionAGrp/PersonNm28BONNIE MILLS
IRS990/Form990PartVIISectionAGrp/PersonNm29THEODORE R MITCHELL PHD
IRS990/Form990PartVIISectionAGrp/PersonNm30ERIC B MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm31STEVEN J OLSON
IRS990/Form990PartVIISectionAGrp/PersonNm32JOHN POWER
IRS990/Form990PartVIISectionAGrp/PersonNm33STEVEN ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm34STEPHEN ROUNTREE
IRS990/Form990PartVIISectionAGrp/PersonNm35RICHARD RICK RUGANI
IRS990/Form990PartVIISectionAGrp/PersonNm36JANETTE SADIK-KHAN
IRS990/Form990PartVIISectionAGrp/PersonNm37REID SAMUELSON
IRS990/Form990PartVIISectionAGrp/PersonNm38CATHERINE YOUNG SELLECK
IRS990/Form990PartVIISectionAGrp/PersonNm39SOROOSH SHAMBAYATI
IRS990/Form990PartVIISectionAGrp/PersonNm40CHRISTOPHER CHRIS VARELAS
IRS990/Form990PartVIISectionAGrp/PersonNm41J GRANT WOODS
IRS990/Form990PartVIISectionAGrp/PersonNm42BRAD FAUVRE
IRS990/Form990PartVIISectionAGrp/PersonNm43WENDY STERNBERG
IRS990/Form990PartVIISectionAGrp/PersonNm44ROBERT FLOT
IRS990/Form990PartVIISectionAGrp/PersonNm45AMOS HIMMELSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm46CHARLES CARDILLO
IRS990/Form990PartVIISectionAGrp/PersonNm47VINCENT CUSEO
IRS990/Form990PartVIISectionAGrp/PersonNm48RHONDA BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm49MARTY SHARKEY
IRS990/Form990PartVIISectionAGrp/PersonNm50MARSHA SCHNIRRING
IRS990/Form990PartVIISectionAGrp/PersonNm51SAMANTHA SANDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm52BARBARA VALIENTE
IRS990/Form990PartVIISectionAGrp/PersonNm53ELIZABETH KENNEDY
IRS990/Form990PartVIISectionAGrp/PersonNm54DEREK SHEARER
IRS990/Form990PartVIISectionAGrp/PersonNm55ERIC FRANK
IRS990/Form990PartVIISectionAGrp/PersonNm56JAMES UHRICH
IRS990/Form990PartVIISectionAGrp/PersonNm57PETER DREIER
IRS990/Form990PartVIISectionAGrp/PersonNm58ERICA O'NEAL HOWARD
IRS990/Form990PartVIISectionAGrp/PersonNm59KERRY THOMPSON
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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
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$766,282,002
Liabilities
$133,246,203
Net assets
$633,035,799
Revenue
$176,699,236
Expenses
$177,405,214
Net income
-$705,978
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