Civic Intelligence

Occidental College

990 • Fiscal year 2023 • EIN 95-1667177

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 30, 2024

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

0.13x

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

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.61x

Higher debt load relative to revenue than 56% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Net Margin

72nd percentile

9.5%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Top Officer Pay

58th percentile

$1,007,205

Higher top officer pay than 58% of similar nonprofits.

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

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Asset Growth

38th percentile

2.6%

Faster asset growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2022 to 2023

Revenue Growth

26th percentile

-6.4%

Faster revenue growth than 26% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$924,234,652

Up $23,281,723 (+2.6%) from 2022

Net Assets

Up

$799,955,779

Up $29,612,435 (+3.8%) from 2022

Liabilities

Down

$124,278,873

Down $6,330,712 (-4.8%) from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin72nd percentile

Revenue

Down

$205,139,693

Down $14,017,551 (-6.4%) from 2022

Expenses

Up

$185,713,213

Up $7,335,230 (+4.1%) from 2022

Net Income

Down

$19,426,480

Down $21,352,781 (-52%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2023

Assets$924,234,652
Liabilities$124,278,873
Net Assets$799,955,779
Open 2023 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

2023

Revenue$205,139,693
Expenses$185,713,213
Net Income$19,426,480
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 30, 2024
Return Version
2022v5.0
Gross Receipts
$294,234,864
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$345,238,413$372,814,435▲ $27,576,022
Investments Other Securities$222,927,456$220,818,805▼ $2,108,651
Land, Buildings, and Equipment, Net$187,266,589$182,909,307▼ $4,357,282
Savings and Temporary Cash Investments$97,597,055$108,851,417▲ $11,254,362
Investments Program Related$16,036,664$14,558,356▼ $1,478,308
Pledges and Grants Receivable$10,600,384$9,377,233▼ $1,223,151
Cash and Non-Interest-Bearing Accounts$13,281,973$5,810,732▼ $7,471,241
Prepaid Expenses and Deferred Charges$564,717$794,115▲ $229,398
Inventories for Sale or Use$737,157$783,133▲ $45,976
Accounts Receivable$725,123$590,865▼ $134,258
Receivables From Officers Etc$73,500$71,997▼ $1,503
Total Assets$900,952,929$924,234,652▲ $23,281,723
Other Assets Total$5,903,898$6,854,257▲ $950,359
Liabilities
Mortgage Notes Payable Secured by Investment Property$67,565,495$67,053,541▼ $511,954
Tax Exempt Bond Liabilities$28,510,000$26,490,000▼ $2,020,000
Other Liabilities$16,289,016$15,981,784▼ $307,232
Accounts Payable and Accrued Expenses$15,246,076$11,468,915▼ $3,777,161
Deferred Revenue$2,998,998$3,284,633▲ $285,635
Total Liabilities$130,609,585$124,278,873▼ $6,330,712
Net Assets / Fund Balance
Net Assets With Donor Restrictions$512,107,536$524,622,600▲ $12,515,064
Net Assets Without Donor Restrictions$258,235,808$275,333,179▲ $17,097,371
Total Net Assets Fund Balance$770,343,344$799,955,779▲ $29,612,435
Total Liabilities and Net Assets / Fund Balance$900,952,929$924,234,652▲ $23,281,723

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$150,014,615$140,216,353$290,230,968
Leasehold Improvements$24,150,737$9,624,857$33,775,594
Equipment$5,289,288$9,224,345$14,513,633
Other Land Buildings$1,882,068-$1,882,068
Land$1,572,599-$1,481,532
Other Securities$220,818,805--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$575,933,105$17,704,268▲ $34,631,929$12,589,132$604,348,663
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
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Harry J Elam JrPresident/ex-officioFT$691,586$315,619$1,007,205
Amos HimmelsteinVP for Finance/COO/treasurerFT$425,186$127,117$552,303
Wendy SternbergVP for Academic Affairs/ Dean of the CollegeFT$270,967$140,066$411,033
Wendy SternbergVP for Academic Affairs/ Dean of the-$250,034$160,999$411,033
Charles Cardillo Thru 0323VP for Institutional AdvancementFT$331,783$75,546$407,329
Jonathan a VeitchFormer President, ProfessorFT$253,829$89,887$343,716
Robert FlotVP for Student Affairs/ Dean of StudentsFT$222,537$108,523$331,060
Robert FlotVP for Student Affairs/ Dean of Stud-$222,537$108,523$331,060
Michael HillProfessorFT$228,705$68,439$297,144
Priya SridharanChief of Staff/ Secretary (eff 4/23)FT$212,025$83,468$295,493
James UhrichVP for Its and CIOFT$246,126$32,750$278,876
Kristi AllenAvp, Institutional PlanningFT$206,835$54,742$261,577
Barbara ValienteAssistant TreasurerFT$202,705$56,736$259,441
Eleanor KahnGeneral CounselFT$209,333$21,479$230,812
David T Carrreon BradleyVP for Equity & CDO (thru 6/23)FT$202,193$28,123$230,316
Salvador C FernandezProfessorFT$183,218$45,969$229,187
Maricela MartinezVP for EnrollmentFT$183,680$32,072$215,752
Marsha Schnirring Thru 0323SecretaryFT$150,576$43,737$194,313
Marty Sharkey Thru 0722VP for Communications and Institutional InitiativeFT$166,480$14,624$181,104
Marty Sharkey Thru 0722VP for Communications and Institutio-$144,512$36,592$181,104

Board Members and Trustees

NameTitle
Lisa H LinkBoard Chair
Bob JohnsonBoard Vice-chair
Maurine HalperinBoard Vice-chair
Brenda Barham HillBoard of Governor/ex-officio
Alan FreemanTrustee
Allsion HawkinsTrustee
Anne CannonTrustee
Arthur PeckTrustee
Bradley FauvreTrustee
Carl BalltonTrustee
Dave BerkusTrustee
David AndersonTrustee
David BurchamTrustee
Diane EvansTrustee
Eileen BrownTrustee
Gary KaplanTrustee
Gloria DuffyTrustee
Greta Mandell MdTrustee
Hector De La TorreTrustee
John BrancaTrustee
Lawrence SolomonTrustee
Leo OlebeTrustee
Lindsey CollinsTrustee
Lisa CoscinoTrustee
Lori Moore HunterTrustee
Lucia Choi-daltonTrustee
Magdalena Arenas MdTrustee
Michael GibbyTrustee
Namandje BumpusTrustee
Nancy Dambro MdTrustee
Olamide AjoseTrustee
Reid SamuelsonTrustee
Richard Rick RuganiTrustee
Ronald HahnTrustee
Soroosh ShambayatiTrustee
Stephen RountreeTrustee
Steven RobinsonTrustee
Susan MalloryTrustee
Theodore R Mitchell PhdTrustee
Timothy Allison-hatchTrustee
Tuan NgoTrustee
W Don CornwellTrustee
Rodney Leveque Eff 423VP for Communication and Institution

Highest Paid Contractors

ContractorServicesLocationCompensation
Toveyshultz Construction INCGeneral Contractors18261 COLLIER AVE UNIT A, Lake Elsinore, CA 92530$1,048,820
Mesa Energy Systems INCGeneral Contractors2 CROMWELL, Irvine, CA 92618$647,741
Cambridge Associates LLCConsulting437 MADISON AVE 39TH FLOOR, New York, NY 10022$558,000
Vancrest Construction CorporationGeneral Contractor7171 N FIGUEROA ST, Los Angeles, CA 90042$541,586
Ebsco Information Services LLCConsulting1509 WILSON TERRACE, Glendale, CA 91206$508,359
Revenue and Support

Revenue Composition

Contributions and Grants
$25,157,797
Program Service Revenue
$150,788,633
Investment Income
$29,165,340
Other Revenue
$27,923
All Other Contributions
$18,257,611
Change in Net Assets
$19,426,480

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 Traded43$3,660,349Hi/low/mean
Books and Publications-$3,000Fair Market Value (FMV)
Other Non Cash Contri Table1$900Vendor
Total Noncash Contributions44$3,664,249-

Audited Revenue Reconciliation

Revenue per Audited Statements
$155,851,706
Revenue Not Reported on Financial Statements
$49,287,987
Revenue Not Reported on Form 990
$10,185,955
Other Revenue Adjustments
$47,974,906
Total Revenue per Audited Statements
$166,037,661
Total Revenue per Form 990
$205,139,693
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$82,660,960
Other Expenses$52,389,190
Grants and Similar Amounts Paid$50,663,063
Total Fundraising Expense$7,701,234
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$51,789,223$4,310,246$4,051,101$60,150,570
Grants to Domestic Individuals$49,635,109--$49,635,109
Depreciation Depletion$10,321,059$374,568$94,717$10,790,344
Other Employee Benefits$7,945,045$1,084,103$683,022$9,712,170
Fees for Services Other$4,891,146$1,101,594$373,160$6,365,900
Occupancy$4,701,064$1,159,166-$5,860,230
Office Expenses$4,186,559$682,748$826,946$5,696,253
Pension Plan Contributions$3,738,060$376,015$320,175$4,434,250
Payroll Taxes$3,529,486$542,935$317,626$4,390,047
Current Officers, Directors, Trustees, and Key Employees$871,368$2,546,607$333,038$3,751,013
Interest$2,917,342$461,746-$3,379,088
Information Technology$2,571,383$492,352$137,620$3,201,355
Travel$1,773,050$42,726$164,533$1,980,309
All Other Expenses$722,521$612,049$366,376$1,700,946
Fees for Service Investment Mgmnt Fees-$1,313,081-$1,313,081
Insurance$62,308$995,957-$1,058,265
Grants to Domestic Orgs$1,027,954--$1,027,954
Other Expenses$905,801$90,385$5,019$905,801
Fees for Services Legal-$565,215-$565,215
Conferences and Meetings$360,397$39,496$26,215$426,108
Comp Disqual Persons$145,180$77,730-$222,910
Fees for Services Accounting-$190,370-$190,370
Advertising$49,212$120,943$1,686$171,841
Total Functional Expenses$160,823,921$17,188,058$7,701,234$185,713,213

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$185,713,213
Expenses per Audited Statements$136,425,226
Total Expenses per Audited Statements$136,425,226
Expenses Not Reported on Financial Statements$49,287,987
Other Expense Adjustments$47,974,906
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
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.$167,410
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.$165,625
East Yard Communities for EnvironmentCommerce, 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.$151,500
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.$125,500
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.$98,710
Ironbound Community CorporationNewark, 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$75,000
Louisiana State University A&m CollBaton Rouge, LA501(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.$38,450
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.$30,000
Research Foundation of the CunyNew York, 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.$15,258
Clinton Hill Community ActionNewark, 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$10,000
Rushmere Community Development CorpSmithfield, VA501(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$10,000
Social and Environmental EntrepreneCalabasas, CA501(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$10,000
South Mountain Community CollegeTempe, AZGovernmentBring 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.$10,000
Board of Regents of the UniversityOmaha, 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.$7,905

International Summary

Offices
0
Employees
0
Spending
$80,780,814

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$72,851,047
Europe (including Iceland and Greenland)Investments-00$6,502,310
North America (canada and Mexico)Investments-00$1,427,457
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$101,121
Jason G FeingoldFamily Member of Wendy Sternberg, Vp Academic Affairs / Dean of the CollegeEmploymentNo$77,730
Luci MasredjianFamily Member of Robert Flot, Vp for Student Affairs/ Dean of StudentsEmploymentNo$44,059

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$73,500$71,997▼ $1,503
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$10,415,662
Asset Retirement Obligation$2,823,951
Bonds Premium, Net$2,742,171

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$11,345,000$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
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 2023 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
Amos R Himmelstein
Title
Vice President and COO
Phone
3232591417
Signed
2024-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amos R Himmelstein
Formed
1887
Legal Domicile
CA
Voting Board Members
43
Independent Board Members
41
Employees
2,592
Volunteers
881

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 186,743. Annuities adjustment -713,351. Net income from k-1s 685,251. Pledge write off -1,315.”

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:

“The college operates as a not-for-profit organization and has been recognized by the internal revenue service as an organization exempt from income taxation pursuant to internal revenue code section 501(c)(3) on its income other than unrelated business income and has also been recognized by the franchise tax board as exempt from state franchise or income tax pursuant to california revenue and taxation code section 23701(d) on its income other than unrelated business income. Otway is a single member llc and therefore disregarded for federal income tax purposes. As required by u.s. 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, 2023 or 2022. 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 -1,315. Change in fair value of assets held in trust by others 186,743. Annuities adjustment -713,351. Net income from k-1's 685,251.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid 48,010,921. Rental expenses -36,015.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid 48,010,921. Rental expense -36,015.”

Raw XML AppendixShowing 400 of 1,683 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/OtherCompensationAmt5945969
IRS990/Form990PartVIISectionAGrp/PersonNm0HARRY J ELAM JR
IRS990/Form990PartVIISectionAGrp/PersonNm1LISA H LINK
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVE BERKUS
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm4OLAMIDE AJOSE
IRS990/Form990PartVIISectionAGrp/PersonNm5TIMOTHY ALLISON-HATCH
IRS990/Form990PartVIISectionAGrp/PersonNm6MAGDALENA ARENAS MD
IRS990/Form990PartVIISectionAGrp/PersonNm7CARL BALLTON
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN BRANCA
IRS990/Form990PartVIISectionAGrp/PersonNm9EILEEN BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm10DAVID BURCHAM
IRS990/Form990PartVIISectionAGrp/PersonNm11NAMANDJE BUMPUS
IRS990/Form990PartVIISectionAGrp/PersonNm12ANNE CANNON
IRS990/Form990PartVIISectionAGrp/PersonNm13LUCIA CHOI-DALTON
IRS990/Form990PartVIISectionAGrp/PersonNm14LINDSEY COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm15W DON CORNWELL
IRS990/Form990PartVIISectionAGrp/PersonNm16LISA COSCINO
IRS990/Form990PartVIISectionAGrp/PersonNm17NANCY DAMBRO MD
IRS990/Form990PartVIISectionAGrp/PersonNm18HECTOR DE LA TORRE
IRS990/Form990PartVIISectionAGrp/PersonNm19GLORIA DUFFY
IRS990/Form990PartVIISectionAGrp/PersonNm20DIANE EVANS
IRS990/Form990PartVIISectionAGrp/PersonNm21BRADLEY FAUVRE
IRS990/Form990PartVIISectionAGrp/PersonNm22ALAN FREEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm23MICHAEL GIBBY
IRS990/Form990PartVIISectionAGrp/PersonNm24RONALD HAHN
IRS990/Form990PartVIISectionAGrp/PersonNm25MAURINE HALPERIN
IRS990/Form990PartVIISectionAGrp/PersonNm26ALLSION HAWKINS
IRS990/Form990PartVIISectionAGrp/PersonNm27LORI MOORE HUNTER
IRS990/Form990PartVIISectionAGrp/PersonNm28BOB JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm29GARY KAPLAN
IRS990/Form990PartVIISectionAGrp/PersonNm30SUSAN MALLORY
IRS990/Form990PartVIISectionAGrp/PersonNm31GRETA MANDELL MD
IRS990/Form990PartVIISectionAGrp/PersonNm32THEODORE R MITCHELL PHD
IRS990/Form990PartVIISectionAGrp/PersonNm33TUAN NGO
IRS990/Form990PartVIISectionAGrp/PersonNm34LEO OLEBE
IRS990/Form990PartVIISectionAGrp/PersonNm35ARTHUR PECK
IRS990/Form990PartVIISectionAGrp/PersonNm36STEVEN ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm37STEPHEN ROUNTREE
IRS990/Form990PartVIISectionAGrp/PersonNm38RICHARD RICK RUGANI
IRS990/Form990PartVIISectionAGrp/PersonNm39REID SAMUELSON
IRS990/Form990PartVIISectionAGrp/PersonNm40SOROOSH SHAMBAYATI
IRS990/Form990PartVIISectionAGrp/PersonNm41LAWRENCE SOLOMON
IRS990/Form990PartVIISectionAGrp/PersonNm42BRENDA BARHAM HILL
IRS990/Form990PartVIISectionAGrp/PersonNm43AMOS HIMMELSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm44WENDY STERNBERG
IRS990/Form990PartVIISectionAGrp/PersonNm45CHARLES CARDILLO THRU 0323
IRS990/Form990PartVIISectionAGrp/PersonNm46ROBERT FLOT
IRS990/Form990PartVIISectionAGrp/PersonNm47PRIYA SRIDHARAN
IRS990/Form990PartVIISectionAGrp/PersonNm48JAMES UHRICH
IRS990/Form990PartVIISectionAGrp/PersonNm49BARBARA VALIENTE
IRS990/Form990PartVIISectionAGrp/PersonNm50DAVID T CARRREON BRADLEY
IRS990/Form990PartVIISectionAGrp/PersonNm51MARICELA MARTINEZ
IRS990/Form990PartVIISectionAGrp/PersonNm52MARSHA SCHNIRRING THRU 0323
IRS990/Form990PartVIISectionAGrp/PersonNm53MARTY SHARKEY THRU 0722
IRS990/Form990PartVIISectionAGrp/PersonNm54RODNEY LEVEQUE EFF 423
IRS990/Form990PartVIISectionAGrp/PersonNm55JONATHAN A VEITCH
IRS990/Form990PartVIISectionAGrp/PersonNm56MICHAEL HILL
IRS990/Form990PartVIISectionAGrp/PersonNm57KRISTI ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm58ELEANOR KAHN
IRS990/Form990PartVIISectionAGrp/PersonNm59SALVADOR C FERNANDEZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0718556
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

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$924,234,652
Liabilities
$124,278,873
Net assets
$799,955,779
Revenue
$205,139,693
Expenses
$185,713,213
Net income
$19,426,480
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