Civic Intelligence

Occidental College

990 • Fiscal year 2020 • EIN 95-1667177

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 26, 2021

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

0.18x

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

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

60th percentile

0.72x

Higher debt load relative to revenue than 60% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Net Margin

63rd percentile

7.9%

Higher net margin than 63% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

51st percentile

$867,476

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Asset Growth

25th percentile

-0.1%

Faster asset growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

75th percentile

9.6%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$765,509,838

Down $772,164 (-0.1%) from 2019

Net Assets

Down

$626,136,264

Down $6,899,535 (-1.1%) from 2019

Liabilities

Up

$139,373,574

Up $6,127,371 (+4.6%) from 2019

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin63rd percentile

Revenue

Up

$193,661,397

Up $16,962,161 (+9.6%) from 2019

Expenses

Up

$178,445,999

Up $1,040,785 (+0.6%) from 2019

Net Income

Up

$15,215,398

Up $15,921,376 (+2255%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2020

Assets$765,509,838
Liabilities$139,373,574
Net Assets$626,136,264
Open 2020 Filing

Operations Trend

Revenue Growth75th 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

2020

Revenue$193,661,397
Expenses$178,445,999
Net Income$15,215,398
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 26, 2021
Return Version
2019v5.2
Gross Receipts
$316,889,561
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$361,632,325$315,096,689▼ $46,535,636
Land, Buildings, and Equipment, Net$186,818,407$192,289,849▲ $5,471,442
Investments Other Securities$103,781,150$117,931,614▲ $14,150,464
Savings and Temporary Cash Investments$65,679,264$92,432,684▲ $26,753,420
Investments Program Related$20,562,111$19,559,873▼ $1,002,238
Pledges and Grants Receivable$10,267,288$9,589,633▼ $677,655
Cash and Non-Interest-Bearing Accounts$7,044,747$9,262,576▲ $2,217,829
Inventories for Sale or Use$709,115$704,706▼ $4,409
Accounts Receivable$537,752$644,661▲ $106,909
Prepaid Expenses and Deferred Charges$949,404$358,533▼ $590,871
Receivables From Officers Etc$73,500$73,500→ $0
Total Assets$766,282,002$765,509,838▼ $772,164
Other Assets Total$8,226,939$7,565,520▼ $661,419
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,925,245$68,686,807▲ $64,761,562
Tax Exempt Bond Liabilities$81,305,000$32,300,000▼ $49,005,000
Accounts Payable and Accrued Expenses$19,214,259$18,423,169▼ $791,090
Other Liabilities$25,219,142$17,824,029▼ $7,395,113
Deferred Revenue$3,135,331$2,139,569▼ $995,762
Unsecured Notes Loans Payable$447,226--
Total Liabilities$133,246,203$139,373,574▲ $6,127,371
Net Assets / Fund Balance
Net Assets With Donor Restrictions$415,983,397$400,298,267▼ $15,685,130
Net Assets Without Donor Restrictions$217,052,402$225,837,997▲ $8,785,595
Total Net Assets Fund Balance$633,035,799$626,136,264▼ $6,899,535
Total Liabilities and Net Assets / Fund Balance$766,282,002$765,509,838▼ $772,164

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$143,077,853$116,112,448$259,190,301
Leasehold Improvements$22,737,264$5,961,591$28,698,855
Other Land Buildings$19,473,492-$19,473,492
Equipment$5,065,944$8,329,711$13,395,655
Land$1,935,296-$1,481,532
Other Securities$117,931,614--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$448,094,636$18,571,934▼ $5,462,767$11,502,626$439,089,409
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
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan Veitch PhdPresident/ex-officioFT$605,028$262,448$867,476
Amos HimmelsteinVP for Finance/ COO/treasurerFT$298,738$166,592$465,330
Charles CardilloVP for Institutional AdvancementFT$324,456$60,224$384,680
Wendy SternbergVP for Academic Affairs/ Dean of the CollegeFT$263,643$93,710$357,353
Wendy SternbergVP for Academic Affairs/ Dean of the-$236,283$121,070$357,353
Elizabeth KennedySr. Advisor, Principal GivingFT$221,326$89,901$311,227
Robert FlotVP for Student Affairs/ Dean of StudentsFT$219,018$85,604$304,622
Robert FlotVP for Student Affairs/ Dean of Stud-$219,018$85,604$304,622
Derek ShearerProfessorFT$224,296$40,217$264,513
Vincent CuseoVP for Enrollment/dean of AdmissionFT$218,556$44,373$262,929
Marty SharkeyVP for Communications and Institutional InitiativeFT$232,027$19,572$251,599
Marty SharkeyVP for Communications and Institutio-$182,500$69,099$251,599
Peter DreierProfessorFT$188,047$48,887$236,934
Barbara ValienteAssistant TreasurerFT$184,103$52,455$236,558
Rhonda Brown - Thru 7119VP for Inclusion and Equity/chief Diversity OfficeFT$210,314$21,783$232,097
Rhonda Brown - Thru 7119VP for Inclusion and Equity/chief Di-$210,314$21,783$232,097
Kristi AllenAvp, Institutional PlanningFT$185,001$43,617$228,618
Eric FrankProfessorFT$188,434$36,832$225,266
James Uhrich - as of 10419VP for Its and CIOFT$194,008$30,307$224,315
Marsha SchnirringSecretaryFT$152,011$39,133$191,144
ERICA O'NEAL HOWARDFormer Interim Dean of StudentsFT$163,650$26,892$190,542
Samantha Sandman - Thru 81619Assistant SecretaryFT$147,236$13,732$160,968
Kerry ThompsonFormer Interim Dean of the CollegeFT$115,971$34,558$150,529

Board Members and Trustees

NameTitle
Stephen RountreeChair
Dave BerkusVice-chair
David BurchamVice-chair
Gloria DuffyVice-chair
John PowerVice-chair
Alan FreemanTrustee
Allsion HawkinsTrustee
Anne CannonTrustee
Arthur PeckTrustee
Bob JohnsonTrustee
Bonnie MillsTrustee
Brad FauvreTrustee
Carl BalltonTrustee
Catherine Young SelleckTrustee
Christopher Chris VarelasTrustee
Coit BlackerTrustee
David AndersonTrustee
Diane EvansTrustee
Eileen BrownTrustee
Eric B MooreTrustee
Fred HameetmanTrustee
Gary KaplanTrustee
Giles Gil KempTrustee
Gordon MacinnesTrustee
Greta MandellTrustee
Hector De La TorreTrustee
J Grant WoodsTrustee
Janette Sadik-khanTrustee
John BrancaTrustee
Lisa CoscinoTrustee
Lisa H LinkTrustee
Lori Moore HunterTrustee
Louise EdgertonTrustee
Magdalena ArenasTrustee
Maurine HalperinTrustee
Michael GibbyTrustee
Nam JackTrustee
Nancy DambroTrustee
Reid SamuelsonTrustee
Richard Rick RuganiTrustee
Ronald HahnTrustee
Soroosh ShambayatiTrustee
Steven RobinsonTrustee
Susan MalloryTrustee
Theodore R Mitchell PhdTrustee
Timothy Allison-hatchTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Del Amo Construction INCConstruction And Project Management23840 MADISON ST, Torrance, CA 90505$7,023,976
Pacific National GroupGeneral Contractors2392 SOUTH BATEMAN AVE, Irwindale, CA 91010$5,683,185
Jorgensen-reeve Builders INCGeneral Contractors4965 TOPANGA CANYON BLVD, Woodland Hills, CA 91364$1,008,162
O'melveny & Myers LLPAttorneys400 S HOPE ST 18TH FLOOR, Los Angeles, CA 90071$850,033
Cambridge AssociatesInvestment Advisors3000 SANDI HILL ROAD SUITE 160, Menlo Park, CA 94025$558,000
Revenue and Support

Revenue Composition

Contributions and Grants
$32,537,251
Program Service Revenue
$143,108,092
Investment Income
$18,016,054
Other Revenue
$0
All Other Contributions
$24,693,425
Change in Net Assets
$15,215,398

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded46$528,311Hi/lo/mean Price
Other Non Cash Contri Table2$11,500Donor Receipts/Fair Market Value (FMV)
Other Non Cash Contri Table3$4,673Donor Receipts/Fair Market Value (FMV)
Clothing and Household Goods-$1,880Donor Receipts/Fair Market Value (FMV)
Books and Publications-$1,000Fair Market Value (FMV)
Food Inventory1$390Donor Valued
Total Noncash Contributions52$547,754-

Audited Revenue Reconciliation

Revenue per Audited Statements
$144,334,426
Revenue Not Reported on Financial Statements
$49,326,971
Revenue Not Reported on Form 990
$-24,062,892
Other Revenue Adjustments
$47,956,731
Total Revenue per Audited Statements
$120,271,534
Total Revenue per Form 990
$193,661,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$79,587,017
Grants and Similar Amounts Paid$51,819,495
Other Expenses$47,039,487
Total Fundraising Expense$7,575,665
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$48,894,599$4,730,277$3,874,003$57,498,879
Grants to Domestic Individuals$51,618,080--$51,618,080
Other Employee Benefits$7,975,543$940,421$737,293$9,653,257
Depreciation Depletion$9,031,361$317,148$110,654$9,459,163
Fees for Services Other$3,370,956$1,163,784$213,034$4,747,774
Occupancy$3,522,127$725,737-$4,247,864
Pension Plan Contributions$3,687,549$145,156$331,796$4,164,501
Office Expenses$3,095,266$375,348$676,462$4,147,076
Payroll Taxes$3,339,688$444,497$322,351$4,106,536
Interest$3,100,242$455,795-$3,556,037
Current Officers, Directors, Trustees, and Key Employees$822,505$2,335,995$384,856$3,543,356
All Other Expenses$1,921,234$779,332$480,130$3,180,696
Information Technology$2,160,009$574,818$177,098$2,911,925
Travel$1,170,231$80,845$139,697$1,390,773
Fees for Service Investment Mgmnt Fees-$1,370,240-$1,370,240
Fees for Services Legal$5,220$818,001-$823,221
Other Expenses$775,071$101,653-$775,071
Comp Disqual Persons$519,899-$100,589$620,488
Insurance$96,290$498,071$15$594,376
Conferences and Meetings$370,695$7,906$23,011$401,612
Grants to Domestic Orgs$201,415--$201,415
Fees for Services Accounting-$151,185-$151,185
Advertising$58,691$27,287$4,676$90,654
Total Functional Expenses$154,826,838$16,043,496$7,575,665$178,445,999

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$178,445,999
Expenses per Audited Statements$127,171,069
Total Expenses per Audited Statements$127,171,069
Expenses Not Reported on Financial Statements$51,274,930
Other Expense Adjustments$49,904,690
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Silent Spring InstituteNewton, MA501(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.$40,659
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.$38,337
Wellesley CollegeWellesley, MA501(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.$36,995
The George Washington UniversityWashington, DC501(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.$15,161
Agnes Scott CollegeDecatur, GA501(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.$8,461
Bellevue CollegeBellevue, 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
Adelphi UniversityGarden City, NY501(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.$5,228

International Summary

Offices
0
Employees
0
Spending
$63,052,770

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$57,920,019
Europe (including Iceland and Greenland)Investments-00$4,148,968
North America (canada and Mexico)Investments-00$983,783
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$146,888
Tamara HimmelsteinFamily Member of Amos Himmelstein, Vp & COOEmploymentNo$100,589

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$73,500$73,500→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$11,985,460
Bonds Premium, Net$3,111,804
Asset Retirement Obligation$2,726,765

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACefa Series 20152016-01-07$39,056,582See supplemental information

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$39,175,600$33,638,342$7,445,000$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 35% controlled entity
No
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 2020 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, and 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
2021-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amos R Himmelstein
Formed
1887
Legal Domicile
CA
Voting Board Members
47
Independent Board Members
45
Employees
2,737
Volunteers
859

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 -236,841. Annuities adjustment 102,478. Net income from k-1's 2,082,322.”

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 is no material unrecognized benefit or liability to be recorded. There are no uncertain tax positions for the years ended june 30, 2020 or 2019. 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 236,841. Annuities adjustment -102,478. Financial aid 49,904,690. Net income from k-1's -2,082,322.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid 49,904,690.”

Raw XML AppendixShowing 400 of 1,660 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/Desc0SEE SCHEDULE OACADEMIC PROGRAM: AS A PRIVATE, CO-EDUCATIONAL COLLEGE OF THE LIBERAL ARTS AND SCIENCES, OCCIDENTAL COLLEGE SEEKS TO PROVIDE ITS STUDENTS WITH A TOTAL EDUCATIONAL EXPERIENCE OF THE HIGHEST QUALITY ONE THAT PREPARES THEM FOR LEADERSHIP IN AN INCREASINGLY COMPLEX, INTERDEPENDENT AND PLURALISTIC WORLD. FOUNDED IN LOS ANGELES 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 2,072 STUDENTS, DRAWN FROM 49 STATES, WASHINGTON, D.C. AND 64 COUNTRIES, CHOOSE FROM 45 MAJORS AND MINORS TAUGHT BY 201 FULLTIME AND 29 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 15 YEARS, 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 75 PERCENT OF OXY STUDENTS RECEIVE SOME FORM OF FINANCIAL AID; 19 PERCENT ARE PELL GRANT RECIPIENTS; AND 13 PERCENT ARE THE FIRST IN THEIR FAMILY TO ATTEND COLLEGE.
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IRS990/Form990PartVIISectionAGrp/PersonNm24ALAN FREEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm25ALLSION HAWKINS
IRS990/Form990PartVIISectionAGrp/PersonNm26ANNE CANNON
IRS990/Form990PartVIISectionAGrp/PersonNm27ARTHUR PECK
IRS990/Form990PartVIISectionAGrp/PersonNm28BOB JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm29BONNIE MILLS
IRS990/Form990PartVIISectionAGrp/PersonNm30BRAD FAUVRE
IRS990/Form990PartVIISectionAGrp/PersonNm31CARL BALLTON
IRS990/Form990PartVIISectionAGrp/PersonNm32CATHERINE YOUNG SELLECK
IRS990/Form990PartVIISectionAGrp/PersonNm33CHRISTOPHER CHRIS VARELAS
IRS990/Form990PartVIISectionAGrp/PersonNm34COIT BLACKER
IRS990/Form990PartVIISectionAGrp/PersonNm35DAVID ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm36DIANE EVANS
IRS990/Form990PartVIISectionAGrp/PersonNm37EILEEN BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm38ERIC B MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm39FRED HAMEETMAN
IRS990/Form990PartVIISectionAGrp/PersonNm40GARY KAPLAN
IRS990/Form990PartVIISectionAGrp/PersonNm41GILES GIL KEMP
IRS990/Form990PartVIISectionAGrp/PersonNm42GORDON MACINNES
IRS990/Form990PartVIISectionAGrp/PersonNm43GRETA MANDELL
IRS990/Form990PartVIISectionAGrp/PersonNm44HECTOR DE LA TORRE
IRS990/Form990PartVIISectionAGrp/PersonNm45J GRANT WOODS
IRS990/Form990PartVIISectionAGrp/PersonNm46JANETTE SADIK-KHAN
IRS990/Form990PartVIISectionAGrp/PersonNm47JOHN BRANCA
IRS990/Form990PartVIISectionAGrp/PersonNm48LISA COSCINO
IRS990/Form990PartVIISectionAGrp/PersonNm49LISA H LINK
IRS990/Form990PartVIISectionAGrp/PersonNm50LORI MOORE HUNTER
IRS990/Form990PartVIISectionAGrp/PersonNm51LOUISE EDGERTON
IRS990/Form990PartVIISectionAGrp/PersonNm52MAGDALENA ARENAS
IRS990/Form990PartVIISectionAGrp/PersonNm53MAURINE HALPERIN
IRS990/Form990PartVIISectionAGrp/PersonNm54MICHAEL GIBBY
IRS990/Form990PartVIISectionAGrp/PersonNm55NAM JACK
IRS990/Form990PartVIISectionAGrp/PersonNm56NANCY DAMBRO
IRS990/Form990PartVIISectionAGrp/PersonNm57REID SAMUELSON

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$765,509,838
Liabilities
$139,373,574
Net assets
$626,136,264
Revenue
$193,661,397
Expenses
$178,445,999
Net income
$15,215,398
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