Civic Intelligence

Occidental College

990 • Fiscal year 2024 • EIN 95-1667177

Jul 01, 2023 to Jun 30, 2024 • Filed on May 07, 2025

Organization ProfileWWW.OXY.EDU

View Organization Page

1600 Campus RoadLos Angeles, CA 90041

(323) 259-1423

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.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

0.59x

Higher debt load relative to revenue than 58% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2024

Net Margin

65th percentile

9.0%

Higher net margin than 65% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

60th percentile

$1,049,149

Higher top officer pay than 60% of similar nonprofits.

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

2024 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2024

Asset Growth

52nd percentile

6.7%

Faster asset growth than 52% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

3.4%

Faster revenue growth than 29% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$985,893,754

Up $61,659,102 (+6.7%) from 2023

Net Assets

Up

$859,844,811

Up $59,889,032 (+7.5%) from 2023

Liabilities

Up

$126,048,943

Up $1,770,070 (+1.4%) from 2023

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin65th percentile

Revenue

Up

$212,054,415

Up $6,914,722 (+3.4%) from 2023

Expenses

Up

$193,060,419

Up $7,347,206 (+4.0%) from 2023

Net Income

Down

$18,993,996

Down $432,484 (-2.2%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0B$500M$0Assets 2010: $533,544,112Liabilities 2010: $124,364,236Net Assets 2010: $409,179,8762010Assets 2011: $592,890,493Liabilities 2011: $124,803,349Net Assets 2011: $468,087,1442011Assets 2012: $586,642,099Liabilities 2012: $124,166,871Net Assets 2012: $462,475,2282012Assets 2013: $639,138,087Liabilities 2013: $140,549,197Net Assets 2013: $498,588,8902013Assets 2014: $697,236,205Liabilities 2014: $135,464,776Net Assets 2014: $561,771,4292014Assets 2015: $699,558,723Liabilities 2015: $138,125,858Net Assets 2015: $561,432,8652015Assets 2016: $674,652,603Liabilities 2016: $140,833,577Net Assets 2016: $533,819,0262016Assets 2017: $721,228,960Liabilities 2017: $135,387,750Net Assets 2017: $585,841,2102017Assets 2018: $747,924,529Liabilities 2018: $135,400,262Net Assets 2018: $612,524,2672018Assets 2019: $766,282,002Liabilities 2019: $133,246,203Net Assets 2019: $633,035,7992019Assets 2020: $765,509,838Liabilities 2020: $139,373,574Net Assets 2020: $626,136,2642020Assets 2021: $902,945,083Liabilities 2021: $140,390,830Net Assets 2021: $762,554,2532021Assets 2022: $900,952,929Liabilities 2022: $130,609,585Net Assets 2022: $770,343,3442022Assets 2023: $924,234,652Liabilities 2023: $124,278,873Net Assets 2023: $799,955,7792023Assets 2024: $985,893,754Liabilities 2024: $126,048,943Net Assets 2024: $859,844,8112024

Highlighted filing

2024

Assets$985,893,754
Liabilities$126,048,943
Net Assets$859,844,811
Open 2024 Filing

Operations Trend

Revenue Growth29th 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

2024

Revenue$212,054,415
Expenses$193,060,419
Net Income$18,993,996
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 7, 2025
Return Version
2023v6.0
Gross Receipts
$330,105,275
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$372,814,435$425,563,980▲ $52,749,545
Investments Other Securities$220,818,805$226,610,525▲ $5,791,720
Land, Buildings, and Equipment, Net$182,909,307$185,260,645▲ $2,351,338
Savings and Temporary Cash Investments$108,851,417$104,260,226▼ $4,591,191
Investments Program Related$14,558,356$13,382,171▼ $1,176,185
Pledges and Grants Receivable$9,377,233$11,748,403▲ $2,371,170
Cash and Non-Interest-Bearing Accounts$5,810,732$11,174,590▲ $5,363,858
Inventories for Sale or Use$783,133$731,535▼ $51,598
Prepaid Expenses and Deferred Charges$794,115$682,807▼ $111,308
Accounts Receivable$590,865$676,168▲ $85,303
Receivables From Officers Etc$71,997$69,829▼ $2,168
Total Assets$924,234,652$985,893,754▲ $61,659,102
Other Assets Total$6,854,257$5,732,875▼ $1,121,382
Liabilities
Mortgage Notes Payable Secured by Investment Property$67,053,541$66,735,100▼ $318,441
Tax Exempt Bond Liabilities$26,490,000$24,380,000▼ $2,110,000
Other Liabilities$15,981,784$16,024,486▲ $42,702
Accounts Payable and Accrued Expenses$11,468,915$14,746,779▲ $3,277,864
Deferred Revenue$3,284,633$4,162,578▲ $877,945
Total Liabilities$124,278,873$126,048,943▲ $1,770,070
Net Assets / Fund Balance
Net Assets With Donor Restrictions$524,622,600$566,721,860▲ $42,099,260
Net Assets Without Donor Restrictions$275,333,179$293,122,951▲ $17,789,772
Total Net Assets Fund Balance$799,955,779$859,844,811▲ $59,889,032
Total Liabilities and Net Assets / Fund Balance$924,234,652$985,893,754▲ $61,659,102

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$149,331,526$148,709,672$298,041,198
Leasehold Improvements$23,133,237$10,902,394$34,035,631
Equipment$5,011,784$8,842,992$13,854,776
Other Land Buildings$6,211,499-$6,211,499
Land$1,572,599-$1,481,532
Other Securities$226,610,525--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$604,348,663$15,619,239▲ $59,472,657$13,609,675$654,297,483
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
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Harry J Elam JrPresident/ex-officioFT$725,998$323,151$1,049,149
Amos HimmelsteinVP for Finance/COO/treasurerFT$332,929$116,830$449,759
Wendy SternbergVP for Academic Affairs/dean of CollegeFT$279,152$150,312$429,464
Wendy SternbergVP for Academic Affairs/dean of Coll-$264,152$165,312$429,464
Jonathan a VeitchFormer President, ProfessorPT$281,659$110,376$392,035
Robert Flot - Vp of StudAffairs/dean of Stud. (thru 05/24)FT$222,281$136,677$358,958
Priya SridharanChief of Staff/secretary (thru 5/24)FT$243,956$87,275$331,231
Michael G HillProfessorFT$230,732$70,781$301,513
James UhrichVP for Its and CIOFT$252,956$33,905$286,861
Kristi AllenAvp, Institutional PlanningFT$225,259$59,148$284,407
Suzanne LacroixVP for Institutional Adv. (eff 10/23)FT$224,969$46,228$271,197
Suzanne LacroixVP for Institutional Adv. (eff 10/23-$224,969$46,228$271,197
Maricela MartinezVP for EnrollmentFT$232,236$37,825$270,061
Barbara ValienteAssistant Treasurer (thru 11/23)FT$203,395$55,926$259,321
Maureen RoyerAvp, Principal GiftsFT$218,468$40,446$258,914
Mary L MaherAvp, Hr ChroFT$205,233$27,132$232,365
Eleanor Nora KhanSecretary (eff 4/24)FT$190,341$19,732$210,073
Rodney D LevequeVP of Communications and Strategic InitiativesFT$154,688$15,662$170,350
Rodney D LevequeVP of Communications and Strategic I-$154,688$15,662$170,350
Lupe SalmeronAssistant Treasurer (eff 1/24)FT$137,000$22,052$159,052
Vivian G Santiago - Int VpStud. Affairs/dean Stud.(eff 05/24)FT$114,360$42,131$156,491
David T Carrreon BradleyFormer VP for Equity & CDO-$109,370$14,390$123,760
Charles CardilloFormer VP of Institutional Adv.-$102,919$17,984$120,903

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
Andrew V HeathTrustee
Anne CannonTrustee
Arthur PeckTrustee
Barbara ClarkeTrustee
Carl BalltonTrustee
Christopher HamelTrustee
Dave BerkusTrustee
David AndersonTrustee
David BurchamTrustee
Eileen BrownTrustee
Enrique LopezTrustee
Gary KaplanTrustee
Gloria DuffyTrustee
Greta Mandell MdTrustee
Hector De La TorreTrustee
John BrancaTrustee
Lawrence SolomonTrustee
Leo OlebeTrustee
Lindsey CollinsTrustee
Lisa CoscinoTrustee
Lori Moore HunterTrustee
Magdalena Arenas MdTrustee
Nancy Dambro MdTrustee
Nicholas M ChoumenkovitchTrustee
Olamide AjoseTrustee
Reid SamuelsonTrustee
Richard Rick RuganiTrustee
Ronald HahnTrustee
Stephen RountreeTrustee
Steven RobinsonTrustee
Susan MalloryTrustee
Theodore R Mitchell PhdTrustee
Timothy Allison-hatchTrustee
Tuan NgoTrustee
W Don CornwellTrustee
Woody StudenmundTrustee
Lucia Choi-daltonTrustee (thru 1/24)
Namandje BumpusTrustee (thru 1/24)
Bradley FauvreTrustee (thru 10/23)
Soroosh ShambayatiTrustee (thru 4/24)

Highest Paid Contractors

ContractorServicesLocationCompensation
O'bryant Electric INCElectrical Services9314 ETON AVE, Chatsworth, CA 91311$1,480,021
Om ConstructionGeneral Contractor318 E GLENOAKS, Glendale, CA 91207$1,454,510
Nswc Mechanical Service LLCGeneral Contractor3325 E LA PALMA AVE, Anaheim, CA 92806$1,427,439
Vancrest Construction CorporationGeneral Contractor7171 N FIGUEROA ST, Los Angeles, CA 90042$753,582
Level 42 ConstructionGeneral Contractor4717 VAN NUYS BLVD, Sherman Oaks, CA 91403$732,938
Revenue and Support

Revenue Composition

Contributions and Grants
$30,947,019
Program Service Revenue
$155,619,751
Investment Income
$25,411,113
Other Revenue
$76,532
All Other Contributions
$24,380,800
Change in Net Assets
$18,993,996

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 Traded42$2,309,796Hi/low/mean
Other Non Cash Contri Table1$75,000Gift Value
Other Non Cash Contri Table1$4,744Staff
Other Non Cash Contri Table1$1,500Fair Market Value (FMV)
Other Non Cash Contri Table1$493Invoice/staff
Total Noncash Contributions46$2,391,533-

Audited Revenue Reconciliation

Revenue per Audited Statements
$160,411,929
Revenue Not Reported on Financial Statements
$51,642,486
Revenue Not Reported on Form 990
$42,710,293
Other Revenue Adjustments
$50,281,503
Total Revenue per Audited Statements
$203,122,222
Total Revenue per Form 990
$212,054,415
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$87,415,621
Other Expenses$54,999,779
Grants and Similar Amounts Paid$50,645,019
Total Fundraising Expense$8,121,462
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$54,451,268$4,380,148$4,199,794$63,031,210
Grants to Domestic Individuals$50,054,578--$50,054,578
Depreciation Depletion$10,574,743$380,040$93,627$11,048,410
Other Employee Benefits$8,712,125$1,295,919$776,226$10,784,270
Occupancy$4,219,108$2,366,287-$6,585,395
Fees for Services Other$4,273,389$1,321,478$358,034$5,952,901
Office Expenses$4,366,929$262,610$846,371$5,475,910
Pension Plan Contributions$3,955,894$390,802$341,073$4,687,769
Payroll Taxes$3,706,236$581,364$334,690$4,622,290
Current Officers, Directors, Trustees, and Key Employees$965,532$2,877,131$306,934$4,149,597
Information Technology$3,110,335$491,200$209,201$3,810,736
Interest$2,830,093$460,123-$3,290,216
Travel$1,455,042$51,838$158,006$1,664,886
All Other Expenses$361,840$622,292$423,576$1,407,708
Fees for Service Investment Mgmnt Fees-$1,360,983-$1,360,983
Other Expenses$491,629$211,261$44,066$746,956
Grants to Domestic Orgs$590,441--$590,441
Conferences and Meetings$492,796$37,405$27,065$557,266
Fees for Services Legal-$261,821-$261,821
Fees for Services Accounting-$242,670-$242,670
Advertising$64,426$138,628$2,375$205,429
Comp Disqual Persons$140,485--$140,485
Insurance$3,818$529-$4,347
Total Functional Expenses$167,052,460$17,886,497$8,121,462$193,060,419

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$193,060,419
Expenses per Audited Statements$143,233,190
Total Expenses per Audited Statements$143,233,190
Expenses Not Reported on Financial Statements$49,827,229
Other Expense Adjustments$48,466,246
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Clean Water FundMt Clemens, MI501(c)(3)Assist 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$149,875
Texas Environmental Justice AdvocacyHouston, TX501(c)(3)Assist 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$127,500
East Yard Communities for EnvironmentCommerce, CA501(c)(3)Assist 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$101,500
Harambee House IncSavannah, GA501(c)(3)Assist 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$92,750
Columbia UniversityNew York, NY501(c)(3)Columbia University Brings Expertise in Environmental and Reproductive Health and Metabolomics Analyses. They Have Supported the Project Through Providing Input on All Study Protocols, Supporting the Development of the In-depth Standard Operating Procedures, and Will Be Conducting the Analytical Testing of Urine Samples at the Columbia University Labs. They Support Data Analysis, Post-doctoral Training, and Preparation of Manuscripts.$58,754
University of Southern CaliforniaLos Angeles, CA501(c)(3)Assist With Data Gathering, Cleaning, and Code Development. Provide Statistical and Geospatial Analysis of the Impact of Landlord Characteristics on Rent, Building Permits, and Code Violations Among Other Tenant and Landlord Level Outcomes. Write and Edit Chapters of Reports, Policy Memos, and Journal Articles. Create Slides and Make Presentations to Relevant Audiences. Train Research Assistants as Relevant.$29,751
Silent Spring InstituteNewton, MA501(c)(3)Research 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.$29,160

International Summary

Offices
0
Employees
0
Spending
$84,624,730

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$76,504,311
Europe (including Iceland and Greenland)Investments-00$6,688,995
North America (canada and Mexico)Investments-00$1,431,424
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$140,485

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$71,997$69,829▼ $2,168
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$10,581,575
Asset Retirement Obligation$2,823,951
Bonds Premium, Net$2,618,960

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$12,785,000$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 2024 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 committee, and 4) the executive 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 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
3232591423
Address
1600 CAMPUS ROAD, LOS ANGELES, CA 90041

Signing Officer

Name
Amos R Himmelstein
Title
Vice President and COO
Phone
3232591423
Signed
2025-05-07
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
2,585
Volunteers
663

Preparer

Firm
Moss Adams Llp
Address
225 S LAKE AVENUE SUITE 900, PASADENA, CA 91101
Preparer
Lauren a Haverlock
Phone
3104770450
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in fair value of assets held in trust by others 477,618. Annuities adjustment -947,756. Net income from k-1s -1,815,257.”

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, 2024 or 2023. 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:

“Change in fair value of assets held in trust by others 477,618. Annuities adjustment -947,756.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid 48,523,180. Rental expenses -56,934. Net income from k-1's 1,815,257.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid 48,523,180. Rental expense -56,934.”

Raw XML AppendixShowing 400 of 1,701 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/PersonNm0HARRY J ELAM JR
IRS990/Form990PartVIISectionAGrp/PersonNm1LISA H LINK
IRS990/Form990PartVIISectionAGrp/PersonNm2OLAMIDE AJOSE
IRS990/Form990PartVIISectionAGrp/PersonNm3TIMOTHY ALLISON-HATCH
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5MAGDALENA ARENAS MD
IRS990/Form990PartVIISectionAGrp/PersonNm6CARL BALLTON
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVE BERKUS
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/PersonNm14NICHOLAS M CHOUMENKOVITCH
IRS990/Form990PartVIISectionAGrp/PersonNm15BARBARA CLARKE
IRS990/Form990PartVIISectionAGrp/PersonNm16LINDSEY COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm17W DON CORNWELL
IRS990/Form990PartVIISectionAGrp/PersonNm18LISA COSCINO
IRS990/Form990PartVIISectionAGrp/PersonNm19NANCY DAMBRO MD
IRS990/Form990PartVIISectionAGrp/PersonNm20HECTOR DE LA TORRE
IRS990/Form990PartVIISectionAGrp/PersonNm21GLORIA DUFFY
IRS990/Form990PartVIISectionAGrp/PersonNm22BRADLEY FAUVRE
IRS990/Form990PartVIISectionAGrp/PersonNm23ALAN FREEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm24RONALD HAHN
IRS990/Form990PartVIISectionAGrp/PersonNm25MAURINE HALPERIN
IRS990/Form990PartVIISectionAGrp/PersonNm26CHRISTOPHER HAMEL
IRS990/Form990PartVIISectionAGrp/PersonNm27ALLSION HAWKINS
IRS990/Form990PartVIISectionAGrp/PersonNm28ANDREW V HEATH
IRS990/Form990PartVIISectionAGrp/PersonNm29BRENDA BARHAM HILL
IRS990/Form990PartVIISectionAGrp/PersonNm30LORI MOORE HUNTER
IRS990/Form990PartVIISectionAGrp/PersonNm31BOB JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm32GARY KAPLAN
IRS990/Form990PartVIISectionAGrp/PersonNm33ENRIQUE LOPEZ
IRS990/Form990PartVIISectionAGrp/PersonNm34SUSAN MALLORY
IRS990/Form990PartVIISectionAGrp/PersonNm35GRETA MANDELL MD
IRS990/Form990PartVIISectionAGrp/PersonNm36THEODORE R MITCHELL PHD
IRS990/Form990PartVIISectionAGrp/PersonNm37TUAN NGO
IRS990/Form990PartVIISectionAGrp/PersonNm38LEO OLEBE
IRS990/Form990PartVIISectionAGrp/PersonNm39ARTHUR PECK
IRS990/Form990PartVIISectionAGrp/PersonNm40STEVEN ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm41STEPHEN ROUNTREE
IRS990/Form990PartVIISectionAGrp/PersonNm42RICHARD RICK RUGANI
IRS990/Form990PartVIISectionAGrp/PersonNm43REID SAMUELSON
IRS990/Form990PartVIISectionAGrp/PersonNm44SOROOSH SHAMBAYATI
IRS990/Form990PartVIISectionAGrp/PersonNm45LAWRENCE SOLOMON
IRS990/Form990PartVIISectionAGrp/PersonNm46WOODY STUDENMUND
IRS990/Form990PartVIISectionAGrp/PersonNm47AMOS HIMMELSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm48WENDY STERNBERG
IRS990/Form990PartVIISectionAGrp/PersonNm49ROBERT FLOT - VP OF STUD
IRS990/Form990PartVIISectionAGrp/PersonNm50PRIYA SRIDHARAN
IRS990/Form990PartVIISectionAGrp/PersonNm51JAMES UHRICH
IRS990/Form990PartVIISectionAGrp/PersonNm52SUZANNE LACROIX
IRS990/Form990PartVIISectionAGrp/PersonNm53MARICELA MARTINEZ
IRS990/Form990PartVIISectionAGrp/PersonNm54BARBARA VALIENTE
IRS990/Form990PartVIISectionAGrp/PersonNm55RODNEY D LEVEQUE
IRS990/Form990PartVIISectionAGrp/PersonNm56VIVIAN G SANTIAGO - INT VP
IRS990/Form990PartVIISectionAGrp/PersonNm57ELEANOR NORA KHAN
IRS990/Form990PartVIISectionAGrp/PersonNm58LUPE SALMERON

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$985,893,754
Liabilities
$126,048,943
Net assets
$859,844,811
Revenue
$212,054,415
Expenses
$193,060,419
Net income
$18,993,996
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $250M-$1B nonprofits