Civic Intelligence

The Caltech Y

990 • Fiscal year 2022 • EIN 95-1684790

Oct 01, 2021 to Sep 30, 2022 • Filed on Aug 15, 2023

1201 E California Blvd Mc-c1-128Pasadena, CA 91125

(626) 395-6163

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.02x

Higher debt load relative to assets than 27% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.20x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

69th percentile

18%

Higher net margin than 69% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

59th percentile

$144,200

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

19th percentile

-9.9%

Faster asset growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-76%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Down

$9,366,292

Down $1,024,458 (-9.9%) from 2021

Net Assets

Down

$9,134,282

Down $1,160,276 (-11%) from 2021

Liabilities

Up

$232,010

Up $135,818 (+141%) from 2021

Revenue

Down

$1,132,232

Down $3,597,834 (-76%) from 2021

Expenses

Up

$924,197

Up $96,241 (+12%) from 2021

Net Income

Down

$208,035

Down $3,694,075 (-95%) from 2021

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $1,808,727Liabilities 2010: $88,946Net Assets 2010: $1,719,7812010Assets 2011: $1,826,537Liabilities 2011: $107,059Net Assets 2011: $1,719,4782011Assets 2012: $1,905,065Liabilities 2012: $91,716Net Assets 2012: $1,813,3492012Assets 2013: $2,088,020Liabilities 2013: $81,268Net Assets 2013: $2,006,7522013Assets 2014: $2,369,827Liabilities 2014: $116,408Net Assets 2014: $2,253,4192014Assets 2015: $2,398,534Liabilities 2015: $89,223Net Assets 2015: $2,309,3112015Assets 2016: $2,891,530Liabilities 2016: $132,594Net Assets 2016: $2,758,9362016Assets 2017: $3,394,551Liabilities 2017: $181,986Net Assets 2017: $3,212,5652017Assets 2018: $3,627,798Liabilities 2018: $87,951Net Assets 2018: $3,539,8472018Assets 2019: $3,553,698Liabilities 2019: $64,542Net Assets 2019: $3,489,1562019Assets 2020: $3,543,860Liabilities 2020: $72,639Net Assets 2020: $3,471,2212020Assets 2021: $10,390,750Liabilities 2021: $96,192Net Assets 2021: $10,294,5582021Assets 2022: $9,366,292Liabilities 2022: $232,010Net Assets 2022: $9,134,2822022Assets 2023: $10,177,502Liabilities 2023: $290,430Net Assets 2023: $9,887,0722023Assets 2024: $11,215,884Liabilities 2024: $118,477Net Assets 2024: $11,097,4072024

Highlighted filing

2022

Assets$9,366,292
Liabilities$232,010
Net Assets$9,134,282

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $573,0032010Expenses 2011: $543,4602011Expenses 2012: $546,7092012Expenses 2013: $577,1652013Revenue 2014: $891,714Expenses 2014: $645,047Net Income 2014: $246,6672014Revenue 2015: $732,693Expenses 2015: $676,801Net Income 2015: $55,8922015Revenue 2016: $1,146,490Expenses 2016: $696,865Net Income 2016: $449,6252016Revenue 2017: $1,189,251Expenses 2017: $735,622Net Income 2017: $453,6292017Revenue 2018: $1,229,117Expenses 2018: $906,006Net Income 2018: $323,1112018Revenue 2019: $784,136Expenses 2019: $830,654Net Income 2019: -$46,5182019Revenue 2020: $823,515Expenses 2020: $845,107Net Income 2020: -$21,5922020Revenue 2021: $4,730,066Expenses 2021: $827,956Net Income 2021: $3,902,1102021Revenue 2022: $1,132,232Expenses 2022: $924,197Net Income 2022: $208,0352022Revenue 2023: $1,094,149Expenses 2023: $1,167,583Net Income 2023: -$73,4342023Revenue 2024: $996,559Expenses 2024: $1,179,263Net Income 2024: -$182,7042024

Highlighted filing

2022

Revenue$1,132,232
Expenses$924,197
Net Income$208,035
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 15, 2023
Return Version
2021v4.2
Gross Receipts
$3,223,495
Mission and Program Overview

Mission

To enrich student life and challenge students to grow into responsible citizens of the world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$3,413,573-
Savings and Temporary Cash Investments$1,875,770$574,852▼ $1,300,918
Prepaid Expenses and Deferred Charges$16,001$19,095▲ $3,094
Pledges and Grants Receivable$2,251,355$17,137▼ $2,234,218
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$10,390,750$9,366,292▼ $1,024,458
Other Assets Total$6,247,624$5,341,635▼ $905,989
Liabilities
Deferred Revenue-$131,808-
Accounts Payable and Accrued Expenses$96,192$100,202▲ $4,010
Total Liabilities$96,192$232,010▲ $135,818
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,785,102$7,754,582▼ $1,030,520
Net Assets Without Donor Restrictions$1,509,456$1,379,700▼ $129,756
Total Net Assets Fund Balance$10,294,558$9,134,282▼ $1,160,276
Total Liabilities and Net Assets / Fund Balance$10,390,750$9,366,292▼ $1,024,458

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$22,779$22,779
Other Assets Org$46,677--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$6,247,624---$6,247,624
2020$3,421,076$2,873,563▲ $2,232,906$2,279,921$6,247,624
2019$3,403,576$70,145▲ $157,707$210,352$3,421,076
2018$3,481,527-▲ $166,549$244,500$3,403,576
2017$3,227,963$123,850▲ $339,714$210,000$3,481,527
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Athena R CastroExecutive DirectorFT$144,200$144,200

Board Members and Trustees

NameTitle
Cindy BengtsonAdvance Committee Chair
Fred ClaytonBoard Chair
Melany HuntGovernance Committee Chair
Kristina StoyanovaStudent Excomm President
Laurice BalianVice Chair
Doug ReesDirector
Jon WebsterDirector
Kevin GilmartinDirector
Kevin MaxwellDirector
Marisu JimenezDirector
Michele JuddDirector
Nathan DalleskaDirector
Nicolas Von GersdorffDirector
Susan ClaytonDirector
Susan MurakamiDirector
Frank D DrydenEmeritus
Peter HungSecretary
Sarah BarrettStudent
Albert KyiStudent Member
Catherine KoStudent Member
Saehui HwangStudent Member
Sarah DunbarStudent Member
Alexandra HarasztiStudnet Member
Mary WahlTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$789,018
Program Service Revenue
$105,708
Investment Income
$214,713
Other Revenue
$22,793
All Other Contributions
$674,881
Change in Net Assets
$208,035
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$622,224
Other Expenses$301,973
Total Fundraising Expense$114,255
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$309,565$7,306$57,289$374,160
Current Officers, Directors, Trustees, and Key Employees$108,150$14,420$21,630$144,200
Occupancy$60,436$9,299$5,821$75,556
Fees for Services Accounting-$57,136-$57,136
Payroll Taxes$31,646$1,674$6,074$39,394
Pension Plan Contributions$29,182$822$5,790$35,794
Other Employee Benefits$26,173$1,359$1,144$28,676
Insurance$27,585--$27,585
Advertising$3,312$1,329$14,209$18,850
Office Expenses$3,190$7,866$1,298$12,354
Other Expenses$8,258$5,085-$8,258
Information Technology$432$311$1,000$1,743
Total Functional Expenses$703,335$106,607$114,255$924,197
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Fred clayton susan clayton board chair director married

Form 990, Part VI, Section A, Line 8B

Although no committee has authority to act on behalf of the governing body, minutes of committee meetings are documented.

Form 990, Part VI, Section B, Line 11B

Form 990 is distributed to finance committee for detailed review prior to filing and is available to entire board of directors upon request.

Form 990, Part VI, Section B, Line 12C

Annually, management circulates questionnaire to board of directors inquiring if there are any conflicts of interest or related-party transactions.

Form 990, Part VI, Section B, Line 15A

The members of the executive, governance, and finance committees review the compensation of the executive director annually. Periodically, but not necessarily annually, they would review the compensation of the program director, development director and/or other staff. Their compensation review takes into consideration comparability data of other non-profit organizations in los angeles county.

Form 990, Part VI, Section C, Line 19

Form 990 is posted to the website for the california attorney general's registry of charitable trusts. Form 990, governing documents, policies and financial information are available for inspection at the caltech y office.

Filing and Contact Details

Filer

Filer Name
The Caltech Y
EIN
95-1684790
Phone
6263956163
Address
1201 E CALIFORNIA BLVD MC-C1-128, PASADENA, CA 91125

Signing Officer

Name
Athena R Castro
Title
Executive Director
Phone
6263956163
Signed
2023-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Athena R Castro
Formed
1948
Legal Domicile
CA
Voting Board Members
25
Independent Board Members
25
Employees
9
Volunteers
299

Preparer

Firm
Lucas Horsfall Murphy & Pindroh Llp
Address
299 N EUCLID AVENUE 2ND FLOOR, PASADENA, CA 91101
Preparer
Leslie S Sobol
Phone
6267445100
Raw XML AppendixShowing 400 of 678 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/Desc0STUDENT PROGRAMS - THERE WERE 299 TOTAL VOLUNTEERS FOR THE 21-22 ACADEMIC YEAR. THIS INCLUDED 19 NON-STUDENT VOLUNTEER BOARD MEMBERS AND 36 STUDENT LEADERS WHO PARTICIPATED IN VARIOUS COMMITTEES, SUCH AS THE STUDENT EXECUTIVE COMMITTEE (EXCOMM), Y-OUTDOORS, SOCIAL ACTIVISM SPEAKER SERIES COMMITTEES, AND COMMUNITY SERVICE TO HELP PLAN AND IMPLEMENT APPROXIMATELY 70 PROGRAMS DURING THE 2021-2022 ACADEMIC YEAR, WITH A MIX OF REMOTE AND IN-PERSON PROGRAMS DUE TO CONTINUED COVID RESTRICTIONS. MORE THAN 1,150 UNIQUE INDIVIDUALS PARTICIPATED IN THE FOLLOWING PROGRAMS: COMMUNITY SERVICE PROGRAMMING WAS THE LARGEST CATEGORY AND INCLUDED THE RISE TUTORING PROGRAM FOR PUBLIC MIDDLE AND HIGH SCHOOL STUDENTS, MAKE-A-DIFFERENCE DAY VOLUNTEER EVENT WITH 7 COMMUNITY ORGANIZATIONS, THE COMMUNITY SERVICE AND ADVOCACY FAIR, AND THE UNION STATION SACK LUNCH PROGRAM. THE CALTECH Y ALSO PROVIDED VOLUNTEERS FOR STEAM:CODERS, READING PARTNERS, THE YOUTH OF PROMISE PROGRAM WITH THE FLINTRIDGE CENTER, AND THE YWCA GIRLS' CIRCLE MENTORING PROGRAM. THERE WERE OVER 3300 VOLUNTEER HOURS PERFORMED IN VARIOUS COMMUNITY SERVICE PROJECTS, THE VALUE OF WHICH TOTALS APPROXIMATELY $81,300.OUTDOOR EVENTS CONSISTED OF SEVERAL ADVENTURE 101 TALKS, INCLUDING GREATER HIKES IN THE LA AREA, 4 CAMPING TRIPS TO LOCAL STATE AND NATIONAL PARKS, AND 10 DAY HIKES AND TRIPS.CULTURAL, EDUCATIONAL, AND SOCIAL PROGRAMS INCLUDED VARIOUS PROGRAMS INCLUDING A FINANCIAL LITERACY AND GARDENING WORKSHOPS, 2 FILM SCREENINGS & PANEL DISCUSSIONS (100 YEARS FROM MISSISSIPPI FILM SCREENING AND DISCUSSION WITH TARABU BETSERAI KIRKLAND, BARRY SHABAKA HENLEY, AND DANIELLE WIGGINS; MANZANAR DIVERTED FILM SCREENING AND DISCUSSION WITH ANNE KANEKO & MAX CHRISTMAN). IN ADDITION, THE CALTECH Y HOSTED A 4-PART LOCAL GOVERNMENT SERIES WITH FORMER PASADENA MAYOR, TERRY TORNEK AS WELL AS TALKS WITH MICHAEL PICKER, REBECCA BROWN, LEONARD DAVID, JOHN WILLIAMS, AND AN FBI DOCUMENTARY FILM SCREENING AND DISCUSSION. OTHER SOCIAL PROGRAMMING INCLUDED 10 EXPLORE LA TRIPS TO MUSICALS, CONCERTS, MUSEUMS, AMUSEMENT PARKS, AND A FOOD MARKET FOR SUMMER STUDENTS.THE CALTECH Y ALSO EXPANDED THE NUMBER OF AWARDS DISTRIBUTED TO STUDENTS. THESE INCLUDED: 3 PAUL STUDENSKI MEMORIAL AWARDS 7 PATRICK HUMMEL & HARRY GRAY TRAVEL AWARDS 3 ADVOCATING CHANGE TOGETHER AWARDS 1 LUCY GUERNSEY SERVICE AWARD 7 GUNILLA HASTRUP MEMORIAL ADVENTURE AWARD 2 RISE SERVICE AWARD
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IRS990/Form990PartVIISectionAGrp/PersonNm23CATHERINE KO
IRS990/Form990PartVIISectionAGrp/PersonNm24ATHENA R CASTRO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3STUDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5GOVERNANCE COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11ADVANCE COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15STUDENT EXCOMM PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19STUDENT MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20STUDENT MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21STUDENT MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22STUDNET MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23STUDENT MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01948
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0173999
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02265262
IRS990/GrossReceiptsAmt03223495
IRS990/GrossRentsGrp/PersonalAmt022284
IRS990/GrossSalesOfInventoryAmt0509
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01000
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0311
IRS990/InformationTechnologyGrp/ProgramServicesAmt0432
IRS990/InformationTechnologyGrp/TotalAmt01743
IRS990/InsuranceGrp/ProgramServicesAmt027585
IRS990/InsuranceGrp/TotalAmt027585
IRS990/InvestmentIncomeGrp/ExclusionAmt040714
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt040714
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03413573
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt022779
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt022779
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02091263
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ENRICH STUDENT LIFE AND CHALLENGE STUDENTS TO GROW INTO RESPONSIBLECITIZENS OF THE WORLD.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010294558
IRS990/NetAssetsOrFundBalancesEOYAmt09134282
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0173999
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0173999
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0509
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0509
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt022284
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt022284
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1443908
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01509456
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01379700
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05821
IRS990/OccupancyGrp/ManagementAndGeneralAmt09299
IRS990/OccupancyGrp/ProgramServicesAmt060436
IRS990/OccupancyGrp/TotalAmt075556
IRS990/OfficeExpensesGrp/FundraisingAmt01298
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07866
IRS990/OfficeExpensesGrp/ProgramServicesAmt03190
IRS990/OfficeExpensesGrp/TotalAmt012354
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06247624
IRS990/OtherAssetsTotalGrp/EOYAmt05341635
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01144
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01359
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt026173
IRS990/OtherEmployeeBenefitsGrp/TotalAmt028676
IRS990/OtherExpensesGrp/Desc0PROGRAM ACTIVITIES
IRS990/OtherExpensesGrp/Desc1TRAVEL,MEETINGS,&CONFER
IRS990/OtherExpensesGrp/Desc2EQUIPMENT & MAINTENANCE
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IRS990/OtherExpensesGrp/ProgramServicesAmt068701
IRS990/OtherExpensesGrp/ProgramServicesAmt126705
IRS990/OtherExpensesGrp/ProgramServicesAmt28258
IRS990/OtherExpensesGrp/TotalAmt068701
IRS990/OtherExpensesGrp/TotalAmt131790
IRS990/OtherExpensesGrp/TotalAmt28258
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt057289
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt07306
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0309565
IRS990/OtherSalariesAndWagesGrp/TotalAmt0374160
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06074
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01674
IRS990/PayrollTaxesGrp/ProgramServicesAmt031646
IRS990/PayrollTaxesGrp/TotalAmt039394
IRS990/PensionPlanContributionsGrp/FundraisingAmt05790
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0822
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt029182
IRS990/PensionPlanContributionsGrp/TotalAmt035794
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02251355
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt017137
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016001
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019095
IRS990/PrincipalOfficerNm0ATHENA R CASTRO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/Desc1FRIENDS DINNER & ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt094155
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111553
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt094155
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111553
IRS990/ProgSrvcAccomActy2Grp/Desc0FRIENDS DINNERS AND ACTIVITIES - FRIENDS DINNERS PROVIDE AN OPPORTUNITY FOR CALTECH ALUMNI, STUDENTS AND FRIENDS TO GET ACQUAINTED WHILE ALSO BEING EDUCATED BY GUEST SPEAKERS. GUESTS SPEAKERS TYPICALLY RANGE FROM CALTECH FACULTY TO PROMINENT COMMUNITY MEMBERS. OCCASIONAL ACTIVITIES INVOLVE EDUCATIONAL FIELD TRIPS FOR ALUMNI AND FRIENDS OF THE CALTECH Y. DURING THE 2021-22 YEAR, THE CALTECH Y RETURNED TO AN IN-PERSON DINNER WITH SPECIAL GUEST SPEAKER, PROF. FRANCES ARNOLD, NOBEL LAUREATE IN CHEMISTRY. APPROXIMATELY 70 PEOPLE ATTENDED THIS EVENT.
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt011553
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04395756
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0253821
IRS990/PYOtherExpensesAmt0175196
IRS990/PYOtherRevenueAmt06952
IRS990/PYProgramServiceRevenueAmt073537
IRS990/PYRevenuesLessExpensesAmt03902110
IRS990/PYSalariesCompEmpBnftPaidAmt0652760
IRS990/PYTotalExpensesAmt0827956
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04730066
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0208035
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0114137

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.2$0.12$11.1$1.00$1.18$0.18
2023Detailed filing. Detailed filing data is available for this year.$10.2$0.29$9.89$1.09$1.17$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.37$0.23$9.13$1.13$0.92$0.21
2021Detailed filing. Detailed filing data is available for this year.$10.4$0.10$10.3$4.73$0.83$3.90
2020Detailed filing. Detailed filing data is available for this year.$3.54$0.07$3.47$0.82$0.85$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.55$0.06$3.49$0.78$0.83$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.63$0.09$3.54$1.23$0.91$0.32
2017Detailed filing. Detailed filing data is available for this year.$3.39$0.18$3.21$1.19$0.74$0.45
2016Detailed filing. Detailed filing data is available for this year.$2.89$0.13$2.76$1.15$0.70$0.45
2015Detailed filing. Detailed filing data is available for this year.$2.40$0.09$2.31$0.73$0.68$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.37$0.12$2.25$0.89$0.65$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.08$2.01$0.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.09$1.81$0.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.11$1.72$0.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.09$1.72$0.57