Civic Intelligence

Occidental College

990 • Fiscal year 2022 • EIN 95-1667177

Jul 01, 2021 to Jun 30, 2022 • Filed on May 17, 2023

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

30th percentile

0.14x

Higher debt load relative to assets than 30% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

57th percentile

0.60x

Higher debt load relative to revenue than 57% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

52nd percentile

$860,479

Higher top officer pay than 52% of similar nonprofits.

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

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Asset Growth

62nd percentile

-0.2%

Faster asset growth than 62% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

90th percentile

39%

Faster revenue growth than 90% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$900,952,929

Down $1,992,154 (-0.2%) from 2021

Net Assets

Up

$770,343,344

Up $7,789,091 (+1.0%) from 2021

Liabilities

Down

$130,609,585

Down $9,781,245 (-7.0%) from 2021

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin77th percentile

Revenue

Up

$219,157,244

Up $61,730,149 (+39%) from 2021

Expenses

Up

$178,377,983

Up $23,660,775 (+15%) from 2021

Net Income

Up

$40,779,261

Up $38,069,374 (+1405%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2022

Assets$900,952,929
Liabilities$130,609,585
Net Assets$770,343,344
Open 2022 Filing

Operations Trend

Revenue Growth90th 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

2022

Revenue$219,157,244
Expenses$178,377,983
Net Income$40,779,261
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 17, 2023
Return Version
2021v4.2
Gross Receipts
$308,327,550
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$387,156,350$345,238,413▼ $41,917,937
Investments Other Securities$200,358,589$222,927,456▲ $22,568,867
Land, Buildings, and Equipment, Net$190,825,991$187,266,589▼ $3,559,402
Savings and Temporary Cash Investments$79,276,997$97,597,055▲ $18,320,058
Investments Program Related$17,476,013$16,036,664▼ $1,439,349
Cash and Non-Interest-Bearing Accounts$6,535,193$13,281,973▲ $6,746,780
Pledges and Grants Receivable$10,765,648$10,600,384▼ $165,264
Inventories for Sale or Use$652,679$737,157▲ $84,478
Accounts Receivable$451,099$725,123▲ $274,024
Prepaid Expenses and Deferred Charges$788,343$564,717▼ $223,626
Receivables From Officers Etc$73,500$73,500→ $0
Total Assets$902,945,083$900,952,929▼ $1,992,154
Other Assets Total$8,584,681$5,903,898▼ $2,680,783
Liabilities
Mortgage Notes Payable Secured by Investment Property$68,164,136$67,565,495▼ $598,641
Tax Exempt Bond Liabilities$30,440,000$28,510,000▼ $1,930,000
Other Liabilities$19,383,044$16,289,016▼ $3,094,028
Accounts Payable and Accrued Expenses$17,492,754$15,246,076▼ $2,246,678
Deferred Revenue$4,910,896$2,998,998▼ $1,911,898
Total Liabilities$140,390,830$130,609,585▼ $9,781,245
Net Assets / Fund Balance
Net Assets With Donor Restrictions$513,772,805$512,107,536▼ $1,665,269
Net Assets Without Donor Restrictions$248,781,448$258,235,808▲ $9,454,360
Total Net Assets Fund Balance$762,554,253$770,343,344▲ $7,789,091
Total Liabilities and Net Assets / Fund Balance$902,945,083$900,952,929▼ $1,992,154

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$149,518,254$131,989,087$281,507,341
Leasehold Improvements$24,671,196$8,364,487$33,035,683
Equipment$5,630,772$9,556,845$15,187,617
Other Land Buildings$5,463,432-$5,463,432
Land$1,982,935-$1,481,532
Other Securities$222,927,456--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$575,809,817$19,615,964▲ $3,215,133$11,734,383$575,933,105
2020$439,089,409$10,701,304▲ $153,367,407$14,589,707$575,809,817
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
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Harry J Elam JrPresident/ex-officioFT$689,606$170,873$860,479
Amos HimmelsteinVP for Finance/ COO/treasurerFT$291,399$566,008$857,407
Jonathan a VeitchFORMER PRESIDENT; PROFESSORFT$373,157$74,662$447,819
Wendy SternbergVP for Academic Affairs/ Dean of the CollegeFT$276,173$96,471$372,644
Wendy SternbergVP for Academic Affairs/ Dean of the-$247,875$124,769$372,644
Charles CardilloVP for Institutional AdvancementFT$320,457$41,358$361,815
Robert FlotVP for Student Affairs/ Dean of StudentsFT$215,109$108,362$323,471
Robert FlotVP for Student Affairs/ Dean of Stud-$215,109$108,362$323,471
Michael HillProfessorFT$222,789$47,445$270,234
Elizabeth KennedySr.advisor, GivingFT$229,524$38,391$267,915
Marty SharkeyVP for Communications and Institutional InitiativeFT$235,193$17,796$252,989
Marty SharkeyVP for Communications and Institutio-$206,001$46,988$252,989
James UhrichVP for Its and CIOFT$222,513$27,557$250,070
Barbara ValienteAssistant TreasurerFT$193,797$49,727$243,524
Kristi AllenAvp, Institutional PlanningFT$190,328$47,678$238,006
Salvador C FernandezProfessorFT$184,592$18,872$203,464
Vincent CuseoVP/dean (thru 6/30/21)FT$172,531$16,372$188,903
Marsha SchnirringSecretaryFT$147,701$38,658$186,359
Kerry ThompsonFormer Interim Dean of the CollegeFT$121,550$33,556$155,106
David T Carrreon BradleyVP for Equity & Chief Diversity OfficerFT$93,342$12,919$106,261

Board Members and Trustees

NameTitle
Stephen RountreeChair
Tuan NgoBoard of Governors President/ex-officio
Lisa H LinkBoard Vice-chair & Chair Elect
Coit Blacker PhdBoard Vice-chair/trustee
Dave BerkusBoard Vice-chair/trustee
David BurchamBoard Vice-chair/trustee
Alan FreemanTrustee
Allsion HawkinsTrustee
Anne CannonTrustee
Arthur PeckTrustee
Bob JohnsonTrustee
Bradley FauvreTrustee
Carl BalltonTrustee
David AndersonTrustee
Diane EvansTrustee
Eileen BrownTrustee
Gary KaplanTrustee
Giles Gil KempTrustee
Gloria DuffyTrustee
Gordon MacinnesTrustee
Greta Mandell MdTrustee
Hector De La TorreTrustee
John BrancaTrustee
Lisa CoscinoTrustee
Lori Moore HunterTrustee
Louise EdgertonTrustee
Magdalena Arenas MdTrustee
Maurine HalperinTrustee
Michael GibbyTrustee
Nancy Dambro MdTrustee
Olamide AjoseTrustee
Reid SamuelsonTrustee
Richard Rick RuganiTrustee
Ronald HahnTrustee
Soroosh ShambayatiTrustee
Steven RobinsonTrustee
Susan MalloryTrustee
Theodore R Mitchell PhdTrustee
Timothy Allison-hatchTrustee
Christopher VarelasTrustee (thru 1/25/22)
J Grant WoodsTrustee (thru 10/21/21)
Bonnie MillsTrustee (thru 3/7/22)

Highest Paid Contractors

ContractorServicesLocationCompensation
Toveyshultz Construction INCGeneral Contractors18261 COLLIER AVE UNIT A, Lake Elsinore, CA 92530$1,753,702
Mesa Energy Systems INCGeneral Contractors2 CROMWELL, Irvine, CA 92618$1,275,211
Shield T3 LLCCovid Testing506 S WRIGHT ST 349 HAB, Urbana, IL 61801$1,066,053
Town & Country Event RentalsCovid Tent Rentals7725 AIRPORT BUSINESS PARK WAY, Van Nuys, CA 91406$765,231
Cambridge Associates LLCConsulting FirmONE WINTHROP SQUARE SUITE 500, Boston, MA 02110-1276$558,000
Revenue and Support

Revenue Composition

Contributions and Grants
$41,336,592
Program Service Revenue
$144,429,410
Investment Income
$33,391,242
Other Revenue
$0
All Other Contributions
$30,257,305
Change in Net Assets
$40,779,261

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 Traded56$3,761,128Hi/low/mean
Other Non Cash Contri Table2$27,841Invoice
Other Non Cash Contri Table1$1,425Letter
Other Non Cash Contri Table5$1,240Donor Values/interne
Total Noncash Contributions64$3,791,634-

Audited Revenue Reconciliation

Revenue per Audited Statements
$171,787,113
Revenue Not Reported on Financial Statements
$47,370,131
Revenue Not Reported on Form 990
$-33,871,989
Other Revenue Adjustments
$45,938,217
Total Revenue per Audited Statements
$137,915,124
Total Revenue per Form 990
$219,157,244
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$78,003,309
Grants and Similar Amounts Paid$51,385,831
Other Expenses$48,988,843
Total Fundraising Expense$6,806,949
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$48,580,382$3,744,623$3,776,088$56,101,093
Grants to Domestic Individuals$50,377,092--$50,377,092
Depreciation Depletion$10,064,352$365,809$112,092$10,542,253
Other Employee Benefits$7,248,426$997,614$645,707$8,891,747
Fees for Services Other$4,869,524$1,131,807$169,463$6,170,794
Occupancy$4,316,483$1,091,005-$5,407,488
Office Expenses$3,987,473$578,638$541,097$5,107,208
Pension Plan Contributions$3,606,437$377,446$306,725$4,290,608
Payroll Taxes$3,312,465$533,294$307,852$4,153,611
Current Officers, Directors, Trustees, and Key Employees$654,560$2,898,762$389,990$3,943,312
Interest$2,999,560$465,132-$3,464,692
Information Technology$2,171,573$374,394$181,889$2,727,856
Fees for Service Investment Mgmnt Fees-$1,431,914-$1,431,914
Travel$1,155,318$25,000$45,293$1,225,611
All Other Expenses$452,836$608,911$154,765$1,216,512
Grants to Domestic Orgs$1,008,739--$1,008,739
Insurance$60,240$780,689-$840,929
Comp Disqual Persons$467,752$76,621$78,565$622,938
Other Expenses$325,601$138,175$80,221$543,997
Conferences and Meetings$406,391$36,296$17,142$459,829
Fees for Services Legal-$232,009-$232,009
Fees for Services Accounting-$155,476-$155,476
Advertising$40,298$103,728$60$144,086
Total Functional Expenses$155,295,085$16,275,949$6,806,949$178,377,983

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$178,377,983
Total Expenses per Audited Statements$130,126,033
Expenses per Audited Statements$130,123,288
Expenses Not Reported on Financial Statements$48,254,695
Other Expense Adjustments$46,822,781
Expenses Not Reported on Form 990$2,745
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Clean Water FundLong Branch, NJ501(c)3SUPPORT THE "COALITION FOR HEALTH PORTS NY NJ: FRONTLINE SOLUTIONS TO ADDRESS THE CLIMATE CRISIS" PROJECT OF THE COLLEGE, WHICH IS FOCUSED ON ACCELERATING THE WIDESPREAD USE OF ZERO-EMISSION TECHNOLOGY IN FREIGHT TRANSPORTATION IN THE NEW YORK/NEW JERSEY REGION TO REDUCE GREEN HOUSE GAS EMISSIONS AND PROTECT PUBLIC HEALTH.$224,500
Harambee House IncSavannah, GA501(c)3SUPPORT THE "ZERO-EMMISSIONS NOW: FRONTLINE SOLUTIONS TO ADDRESS THE CLIMATE CRISIS" PROJECT OF THE COLLEGE FOCUSED ON PROTECTING PUBLIC HEALTH BY STRENGTHENING THE GRASSROOTS-LED NATIONAL MODEL, EFFECTIVELY PROMOTING FRONTLINE SOLUTIONS TO THE CLIMATE CRISIS, AND ACCELERATING THE WIDESPREAD USE OF ZERO EMISSION TECHNOLOGY.$167,000
Cleanairnow AssociationLawrence, KS501(c)3SUPPORT THE "ZERO-EMMISSIONS NOW: FRONTLINE SOLUTIONS TO ADDRESS THE CLIMATE CRISIS" PROJECT OF THE COLLEGE FOCUSED ON PROTECTING PUBLIC HEALTH BY STRENGTHENING THE GRASSROOTS-LED NATIONAL MODEL, EFFECTIVELY PROMOTING FRONTLINE SOLUTIONS TO THE CLIMATE CRISIS, AND ACCELERATING THE WIDESPREAD USE OF ZERO EMISSION TECHNOLOGY.$162,000
East Yard Communities for Environmental JusticeCommerce, CA501(c)3SUPPORT THE "ZERO-EMMISSIONS NOW: FRONTLINE SOLUTIONS TO ADDRESS THE CLIMATE CRISIS" PROJECT OF THE COLLEGE FOCUSED ON PROTECTING PUBLIC HEALTH BY STRENGTHENING THE GRASSROOTS-LED NATIONAL MODEL, EFFECTIVELY PROMOTING FRONTLINE SOLUTIONS TO THE CLIMATE CRISIS, AND ACCELERATING THE WIDESPREAD USE OF ZERO EMISSION TECHNOLOGY.$162,000
Texas Environmental Justice AdvocacyHouston, TX501(c)3SUPPORT THE "ZERO-EMMISSIONS NOW: FRONTLINE SOLUTIONS TO ADDRESS THE CLIMATE CRISIS" PROJECT OF THE COLLEGE FOCUSED ON PROTECTING PUBLIC HEALTH BY STRENGTHENING THE GRASSROOTS-LED NATIONAL MODEL, EFFECTIVELY PROMOTING FRONTLINE SOLUTIONS TO THE CLIMATE CRISIS, AND ACCELERATING THE WIDESPREAD USE OF ZERO EMISSION TECHNOLOGY.$90,000
Ironbound Community CorporationNewark, NJ501(c)3SUPPORT THE "COALITION FOR HEALTH PORTS NY NJ: FRONTLINE SOLUTIONS TO ADDRESS THE CLIMATE CRISIS" PROJECT OF THE COLLEGE, WHICH IS FOCUSED ON ACCELERATING THE WIDESPREAD USE OF ZERO-EMISSION TECHNOLOGY IN FREIGHT TRANSPORTATION IN THE NEW YORK/NEW JERSEY REGION TO REDUCE GREEN HOUSE GAS EMISSIONS AND PROTECT PUBLIC HEALTH.$75,000
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-reviewed Manuscripts.$14,286
Citizens for a Sustainable FutureTallahassee, FL501(c)3SUPPORT THE "ZERO-EMMISSIONS NOW: FRONTLINE SOLUTIONS TO ADDRESS THE CLIMATE CRISIS" PROJECT OF THE COLLEGE FOCUSED ON PROTECTING PUBLIC HEALTH BY STRENGTHENING THE GRASSROOTS-LED NATIONAL MODEL, EFFECTIVELY PROMOTING FRONTLINE SOLUTIONS TO THE CLIMATE CRISIS, AND ACCELERATING THE WIDESPREAD USE OF ZERO EMISSION TECHNOLOGY.$10,000
Groundwork Northeast RevitalizationKansas City, KS501(c)3SUPPORT THE "ZERO-EMMISSIONS NOW: FRONTLINE SOLUTIONS TO ADDRESS THE CLIMATE CRISIS" PROJECT OF THE COLLEGE FOCUSED ON PROTECTING PUBLIC HEALTH BY STRENGTHENING THE GRASSROOTS-LED NATIONAL MODEL, EFFECTIVELY PROMOTING FRONTLINE SOLUTIONS TO THE CLIMATE CRISIS, AND ACCELERATING THE WIDESPREAD USE OF ZERO EMISSION TECHNOLOGY.$10,000
Mobile Environmental Justice Action CoalitionMobile, AL501(c)3SUPPORT THE "ZERO-EMMISSIONS NOW: FRONTLINE SOLUTIONS TO ADDRESS THE CLIMATE CRISIS" PROJECT OF THE COLLEGE FOCUSED ON PROTECTING PUBLIC HEALTH BY STRENGTHENING THE GRASSROOTS-LED NATIONAL MODEL, EFFECTIVELY PROMOTING FRONTLINE SOLUTIONS TO THE CLIMATE CRISIS, AND ACCELERATING THE WIDESPREAD USE OF ZERO EMISSION TECHNOLOGY.$10,000
New Jersey Environmental Justice AllianceHamilton, NJ501(c)3SUPPORT THE "ZERO-EMMISSIONS NOW: FRONTLINE SOLUTIONS TO ADDRESS THE CLIMATE CRISIS" PROJECT OF THE COLLEGE FOCUSED ON PROTECTING PUBLIC HEALTH BY STRENGTHENING THE GRASSROOTS-LED NATIONAL MODEL, EFFECTIVELY PROMOTING FRONTLINE SOLUTIONS TO THE CLIMATE CRISIS, AND ACCELERATING THE WIDESPREAD USE OF ZERO EMISSION TECHNOLOGY.$10,000
Tallahassee Food NetworkTallahassee, FL501(c)3SUPPORT THE "ZERO-EMMISSIONS NOW: FRONTLINE SOLUTIONS TO ADDRESS THE CLIMATE CRISIS" PROJECT OF THE COLLEGE FOCUSED ON PROTECTING PUBLIC HEALTH BY STRENGTHENING THE GRASSROOTS-LED NATIONAL MODEL, EFFECTIVELY PROMOTING FRONTLINE SOLUTIONS TO THE CLIMATE CRISIS, AND ACCELERATING THE WIDESPREAD USE OF ZERO EMISSION TECHNOLOGY.$10,000
West Long Beach AssociationLong Beach, CA501(c)4SUPPORT THE "ZERO-EMMISSIONS NOW: FRONTLINE SOLUTIONS TO ADDRESS THE CLIMATE CRISIS" PROJECT OF THE COLLEGE FOCUSED ON PROTECTING PUBLIC HEALTH BY STRENGTHENING THE GRASSROOTS-LED NATIONAL MODEL, EFFECTIVELY PROMOTING FRONTLINE SOLUTIONS TO THE CLIMATE CRISIS, AND ACCELERATING THE WIDESPREAD USE OF ZERO EMISSION TECHNOLOGY.$10,000
University of FloridaGainsville, FL501(c)3Collaborative Research That Will Focus on Integrating the Obird Pen With On-going Digitization Efforts Conducted by the Overt Thematic Collections Network. the University of Florida Will Also Lead Coordination for This Project With Morphosource Support Access to Photogrammetry Data Generated by Obird.$8,908
Dixie State UniversitySt George, UT501(c)3Bring Together Undergraduate Students to Participate in an Immersive Research Experience That Will Support Them in Becoming Future Mathemeticians.$5,161

International Summary

Offices
0
Employees
0
Spending
$74,909,405

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$67,954,826
Europe (including Iceland and Greenland)Investments-00$5,601,353
North America (canada and Mexico)Investments-00$1,353,226
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$167,460
Luci MasredjianFamily Member of Robert Flot, Vp Student Affairs/dean of StudentsEmploymentNo$101,869
Tamara HimmelsteinFamily Member of Amos Himmelstein, Vp Finance & COOEmploymentNo$78,564
Sara SemalRelative/partner of James Uhrich, Vp for Its & CioEmploymentNo$39,441
Jason G FeingoldFamily Member of Wendy Sternberg, Vp Academic Affairs / Dean of the CollegeEmploymentNo$37,180

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$10,599,684
Bonds Premium, Net$2,865,381
Asset Retirement Obligation$2,823,951

Bond Issues

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

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$39,175,673$33,638,342$9,980,000$418,240

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
Yes
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
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

“The board approved by-laws changes that instituted term limits on april 22, 2022 with regards to the number and composition of governing body's voting members. The board approved changes on april 22, 2022 that changed the membership of the executive committee as well as its quorum requirements.”

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 2022 for determining the president and coo's 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 these two position's compensation is contemporaneously substantiated. All other officer and key employee compensation is recommended by the president, reviewed for reasonableness and pay equity by human resources and reviewed and approved by the executive compensation committee of the board of trustees.”

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
Barbara Valiente
Title
Assistant Treasurer
Phone
3232591417
Signed
2023-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amos R Himmelstein
Formed
1887
Legal Domicile
CA
Voting Board Members
40
Independent Board Members
39
Employees
2,277
Volunteers
982

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 -1,230,709. Annuities adjustment 1,750,024. Net income from k-1s 365,249. Pledge write off -25,151.”

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, 2022 or 2021. 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 2D - OTHER ADJUSTMENTS:

“Pledge write off -25,151.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Change in fair value of assets held in trust by others 1,230,709. Annuities adjustment -1,750,024. Financial aid 46,822,781. Net income from k-1's -365,249.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid 46,822,781.”

Raw XML AppendixShowing 400 of 1,681 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/PersonNm2DAVE BERKUS
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm4OLAMIDE AJOSE
IRS990/Form990PartVIISectionAGrp/PersonNm5MAGDALENA ARENAS MD
IRS990/Form990PartVIISectionAGrp/PersonNm6CARL BALLTON
IRS990/Form990PartVIISectionAGrp/PersonNm7COIT BLACKER PHD
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN BRANCA
IRS990/Form990PartVIISectionAGrp/PersonNm9EILEEN BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm10DAVID BURCHAM
IRS990/Form990PartVIISectionAGrp/PersonNm11ANNE CANNON
IRS990/Form990PartVIISectionAGrp/PersonNm12LISA COSCINO
IRS990/Form990PartVIISectionAGrp/PersonNm13NANCY DAMBRO MD
IRS990/Form990PartVIISectionAGrp/PersonNm14HECTOR DE LA TORRE
IRS990/Form990PartVIISectionAGrp/PersonNm15GLORIA DUFFY
IRS990/Form990PartVIISectionAGrp/PersonNm16LOUISE EDGERTON
IRS990/Form990PartVIISectionAGrp/PersonNm17DIANE EVANS
IRS990/Form990PartVIISectionAGrp/PersonNm18BRADLEY FAUVRE
IRS990/Form990PartVIISectionAGrp/PersonNm19ALAN FREEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm20MICHAEL GIBBY
IRS990/Form990PartVIISectionAGrp/PersonNm21RONALD HAHN
IRS990/Form990PartVIISectionAGrp/PersonNm22MAURINE HALPERIN
IRS990/Form990PartVIISectionAGrp/PersonNm23TIMOTHY ALLISON-HATCH
IRS990/Form990PartVIISectionAGrp/PersonNm24ALLSION HAWKINS
IRS990/Form990PartVIISectionAGrp/PersonNm25LORI MOORE HUNTER
IRS990/Form990PartVIISectionAGrp/PersonNm26BOB JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm27GARY KAPLAN
IRS990/Form990PartVIISectionAGrp/PersonNm28GILES GIL KEMP
IRS990/Form990PartVIISectionAGrp/PersonNm29LISA H LINK
IRS990/Form990PartVIISectionAGrp/PersonNm30GORDON MACINNES
IRS990/Form990PartVIISectionAGrp/PersonNm31SUSAN MALLORY
IRS990/Form990PartVIISectionAGrp/PersonNm32GRETA MANDELL MD
IRS990/Form990PartVIISectionAGrp/PersonNm33BONNIE MILLS
IRS990/Form990PartVIISectionAGrp/PersonNm34THEODORE R MITCHELL PHD
IRS990/Form990PartVIISectionAGrp/PersonNm35ARTHUR PECK
IRS990/Form990PartVIISectionAGrp/PersonNm36STEVEN ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm37RICHARD RICK RUGANI
IRS990/Form990PartVIISectionAGrp/PersonNm38REID SAMUELSON
IRS990/Form990PartVIISectionAGrp/PersonNm39SOROOSH SHAMBAYATI
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IRS990/Form990PartVIISectionAGrp/PersonNm46CHARLES CARDILLO
IRS990/Form990PartVIISectionAGrp/PersonNm47MARTY SHARKEY
IRS990/Form990PartVIISectionAGrp/PersonNm48JAMES UHRICH
IRS990/Form990PartVIISectionAGrp/PersonNm49DAVID T CARRREON BRADLEY
IRS990/Form990PartVIISectionAGrp/PersonNm50MARSHA SCHNIRRING
IRS990/Form990PartVIISectionAGrp/PersonNm51BARBARA VALIENTE
IRS990/Form990PartVIISectionAGrp/PersonNm52VINCENT CUSEO
IRS990/Form990PartVIISectionAGrp/PersonNm53JONATHAN A VEITCH
IRS990/Form990PartVIISectionAGrp/PersonNm54MICHAEL HILL
IRS990/Form990PartVIISectionAGrp/PersonNm55ELIZABETH KENNEDY
IRS990/Form990PartVIISectionAGrp/PersonNm56KRISTI ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm57SALVADOR C FERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm58KERRY THOMPSON
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$900,952,929
Liabilities
$130,609,585
Net assets
$770,343,344
Revenue
$219,157,244
Expenses
$178,377,983
Net income
$40,779,261
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