Civic Intelligence

Westmont College

990T • Fiscal year 2022 • EIN 95-1684793

Jun 01, 2021 to May 31, 2022 • Filed on Apr 15, 2023

Organization Profilewww.westmont.edu

View Organization Page

955 LA Paz RoadSanta Barbara, CA 93108

(805) 565-6286

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400M$300M$200M$100M$0Assets 2010: $261,731,069Liabilities 2010: $87,446,748Net Assets 2010: $174,284,3212010Assets 2011: $270,229,150Liabilities 2011: $83,650,513Net Assets 2011: $186,578,6372011Assets 2012: $267,236,830Liabilities 2012: $86,218,338Net Assets 2012: $181,018,4922012Assets 2013: $268,249,305Liabilities 2013: $81,074,330Net Assets 2013: $187,174,9752013Assets 2014: $279,548,145Liabilities 2014: $80,951,410Net Assets 2014: $198,596,7352014Assets 2015: $285,821,939Liabilities 2015: $81,389,061Net Assets 2015: $204,432,8782015Assets 2016: $290,218,852Liabilities 2016: $80,004,111Net Assets 2016: $210,214,7412016Assets 2017: $301,388,348Liabilities 2017: $85,061,008Net Assets 2017: $216,327,3402017Assets 2018: $320,549,914Liabilities 2018: $99,705,757Net Assets 2018: $220,844,1572018Assets 2019: $312,742,836Liabilities 2019: $92,876,791Net Assets 2019: $219,866,0452019Assets 2020: $306,042,856Liabilities 2020: $86,722,385Net Assets 2020: $219,320,4712020Assets 2021: $327,873,836Liabilities 2021: $86,432,118Net Assets 2021: $241,441,7182021Assets 2022: $328,569,320Liabilities 2022: $82,043,604Net Assets 2022: $246,525,7162022Assets 2023: $312,561,011Liabilities 2023: $77,824,102Net Assets 2023: $234,736,9092023

Latest loaded filing

2023

Assets$312,561,011
Liabilities$77,824,102
Net Assets$234,736,909
Open 2023 Filing

Operations Trend

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

$150M$100M$50M$0-$50MExpenses 2010: $62,593,0702010Expenses 2011: $72,871,4332011Revenue 2012: $71,644,646Expenses 2012: $76,013,257Net Income 2012: -$4,368,6112012Expenses 2013: $76,049,3322013Revenue 2014: $78,901,764Expenses 2014: $76,817,750Net Income 2014: $2,084,0142014Revenue 2015: $86,031,903Expenses 2015: $76,988,023Net Income 2015: $9,043,8802015Revenue 2016: $93,445,333Expenses 2016: $80,185,468Net Income 2016: $13,259,8652016Revenue 2017: $81,984,132Expenses 2017: $84,134,378Net Income 2017: -$2,150,2462017Revenue 2018: $89,453,539Expenses 2018: $87,034,858Net Income 2018: $2,418,6812018Revenue 2019: $102,040,523Expenses 2019: $92,827,306Net Income 2019: $9,213,2172019Revenue 2020: $99,172,732Expenses 2020: $100,528,934Net Income 2020: -$1,356,2022020Revenue 2021: $106,095,638Expenses 2021: $94,555,835Net Income 2021: $11,539,8032021Revenue 2022: $121,110,665Expenses 2022: $104,516,500Net Income 2022: $16,594,1652022Revenue 2023: $106,488,838Expenses 2023: $114,003,862Net Income 2023: -$7,515,0242023

Latest loaded filing

2023

Revenue$106,488,838
Expenses$114,003,862
Net Income-$7,515,024
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Apr 15, 2023
Return Version
2021v4.3
Mission and Program Overview

Mission

Higher Education: Westmont College is an undergraduate, residential, Christian, liberal arts community serving God's kingdom by cultivating thoughtful scholars, grateful servants and faithful leaders for global engagement with the academy, church and world.

Filing and Contact Details

Filer

Filer Name
Westmont College
EIN
95-1684793
In Care Of
% JOSEPH FOSTER
Address
955 LA PAZ ROAD, SANTA BARBARA, CA 93108

Signing Officer

Name
Doug Jones
Title
VP for Finance
Phone
8055657017
Signed
2023-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
111 E Wayne St Suite 600, Fort Wayne, IN 46802
Preparer
Ashley Whitman
Phone
2604604000
Raw XML Appendix91 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.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt08531
IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/Form4797GainOrLossAmt01909
IRS1120ScheduleD/NetCapitalGainAmt08531
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt08556
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-25
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt06647
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt06647
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-25
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt0-25
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt06647
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt06647
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0LT CAPITAL GAIN
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt06647
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt06647
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-25
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt0-25
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ST CAPITAL LOSS
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-25
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt0-25
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt0153072
IRS990T/BalanceDueAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOSEPH FOSTER
IRS990T/BooksInCareOfDetail/PhoneNum08055656286
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0955 LA PAZ ROAD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SANTA BARBARA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd093108
IRS990T/BookValueAssetsEOYAmt0331530700
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt013525
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/CapitalGainNetIncomeAmt08531
IRS990TScheduleA/OtherDeductionsAmt03000
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt03000
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-9448
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-917
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-917
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS IN VARIOUS PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-3917
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-3917
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-3917
IRS990T/TotalUBTIBeforeSection199AAmt0-3917
IRS990T/TotalUBTIComputedAmt0-3917
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUG JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FOR FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum08055657017
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTMONT COLLEGE
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0951684793
ReturnHeader/Filer/InCareOfNm0% JOSEPH FOSTER
ReturnHeader/Filer/USAddress/AddressLine1Txt0955 LA PAZ ROAD
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 E Wayne St Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Wayne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046802
ReturnHeader/PreparerPersonGrp/PhoneNum02604604000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ashley Whitman
ReturnHeader/ReturnTs02023-02-09T09:47:46-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DOUG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JONES
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$313$77.8$235$106$114$7.52
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$329$82.0$247$121$105$16.6
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Summary only. Only limited summary data is available for this year.$328$86.4$241$106$94.6$11.5
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$306$86.7$219$99.2$101$1.36
2019Summary only. Only limited summary data is available for this year.$313$92.9$220$102$92.8$9.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$321$99.7$221$89.5$87.0$2.42
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$301$85.1$216$82.0$84.1$2.15
2016Detailed filing. Detailed filing data is available for this year.$290$80.0$210$93.4$80.2$13.3
2015Summary only. Only limited summary data is available for this year.$286$81.4$204$86.0$77.0$9.04
2014Detailed filing. Detailed filing data is available for this year.$280$81.0$199$78.9$76.8$2.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$268$81.1$187$76.0
2012Summary only. Only limited summary data is available for this year.$267$86.2$181$71.6$76.0$4.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$270$83.7$187$72.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$262$87.4$174$62.6