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Nonprofiteer
← OCCIDENTAL COLLEGE

Form 990 for tax year 2022

Filed by OCCIDENTAL COLLEGE.

Totals

Total revenue
$205,139,693
Total expenses
$185,713,213
Contributions and grants received
$25,157,797
Grants paid
$50,663,063
Program service revenue
$150,788,633
Investment income
$29,165,340
Other revenue
$27,923
Total assets, end of year
$924,234,652
Total liabilities, end of year
$124,278,873
Net assets or fund balances, end of year
$799,955,779
Program services expenses (Part IX)
$160,823,921
Management and general expenses
$17,188,058
Fundraising expenses
$7,701,234
Program service expenses (Part III)
$160,823,921

Program services were 86.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $6,900,186

  • 1f · All other contributions, gifts and grants

    $18,257,611

  • 1g · Noncash contributions included above

    $3,667,110

  • 2a · Program service revenue: TUITION AND FEES

    total $117,901,791 · related or exempt $117,901,791

  • 2b · Program service revenue: ROOM AND BOARD

    total $27,928,966 · related or exempt $27,928,966

  • 2c · Program service revenue: CONFERENCES AND EVENTS

    total $924,864 · related or exempt $644,713 · unrelated business $280,151

  • 2d · Program service revenue: BOOKSTORE

    total $714,712 · related or exempt $714,712

  • 2e · Program service revenue: FOOD SERVICE

    total $391,041 · related or exempt $158,427 · unrelated business $232,614

  • 2f · All other program service revenue

    total $2,927,259 · related or exempt $2,876,578 · unrelated business $50,681

  • 3 · Investment income

    total $14,546,601 · unrelated business -$685,251 · excluded $15,231,852

  • 6a · Gross rents

    real property $63,938

  • 6b · Less rental expenses

    real property $36,015

  • 6c · Rental income or loss

    real property $27,923

  • 6d · Net rental income or loss

    total $27,923 · excluded $27,923

  • 7a · Gross sales of assets other than inventory

    securities $103,677,895

  • 7b · Less cost or other basis and sales expenses

    securities $89,059,156

  • 7c · Gain or loss

    securities $14,618,739

  • 7d · Net gain or loss

    total $14,618,739 · excluded $14,618,739

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,027,954 · program services $1,027,954

  • 2 · Grants to domestic individuals

    total $49,635,109 · program services $49,635,109

  • 5 · Compensation of officers, directors and key employees

    total $3,751,013 · program services $871,368 · management and general $2,546,607 · fundraising $333,038

  • 6 · Compensation of disqualified persons

    total $222,910 · program services $145,180 · management and general $77,730

  • 7 · Other salaries and wages

    total $60,150,570 · program services $51,789,223 · management and general $4,310,246 · fundraising $4,051,101

  • 8 · Pension plan contributions

    total $4,434,250 · program services $3,738,060 · management and general $376,015 · fundraising $320,175

  • 9 · Other employee benefits

    total $9,712,170 · program services $7,945,045 · management and general $1,084,103 · fundraising $683,022

  • 10 · Payroll taxes

    total $4,390,047 · program services $3,529,486 · management and general $542,935 · fundraising $317,626

  • 11b · Fees: legal

    total $565,215 · management and general $565,215

  • 11c · Fees: accounting

    total $190,370 · management and general $190,370

  • 11f · Fees: investment management

    total $1,313,081 · management and general $1,313,081

  • 11g · Fees: other

    total $6,365,900 · program services $4,891,146 · management and general $1,101,594 · fundraising $373,160

  • 12 · Advertising and promotion

    total $171,841 · program services $49,212 · management and general $120,943 · fundraising $1,686

  • 13 · Office expenses

    total $5,696,253 · program services $4,186,559 · management and general $682,748 · fundraising $826,946

  • 14 · Information technology

    total $3,201,355 · program services $2,571,383 · management and general $492,352 · fundraising $137,620

  • 16 · Occupancy

    total $5,860,230 · program services $4,701,064 · management and general $1,159,166

  • 17 · Travel

    total $1,980,309 · program services $1,773,050 · management and general $42,726 · fundraising $164,533

  • 19 · Conferences, conventions and meetings

    total $426,108 · program services $360,397 · management and general $39,496 · fundraising $26,215

  • 20 · Interest

    total $3,379,088 · program services $2,917,342 · management and general $461,746

  • 22 · Depreciation, depletion and amortization

    total $10,790,344 · program services $10,321,059 · management and general $374,568 · fundraising $94,717

  • 23 · Insurance

    total $1,058,265 · program services $62,308 · management and general $995,957

  • 24a · Other expenses: COST OF SALES

    total $5,757,513 · program services $5,757,513

  • 24b · Other expenses: INTERNATIONAL PROGRAMS

    total $1,837,300 · program services $1,824,255 · management and general $8,026 · fundraising $5,019

  • 24c · Other expenses: MAINTENANCE & IMPROVEME

    total $1,189,271 · program services $1,098,886 · management and general $90,385

  • 24d · Other expenses: LIBRARY BOOKS, PERIODIC

    total $905,801 · program services $905,801

  • 24e · All other expenses

    total $1,700,946 · program services $722,521 · management and general $612,049 · fundraising $366,376

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,281,973 · end of year $5,810,732

  • 2 · Savings and temporary cash investments

    beginning of year $97,597,055 · end of year $108,851,417

  • 3 · Pledges and grants receivable

    beginning of year $10,600,384 · end of year $9,377,233

  • 4 · Accounts receivable

    beginning of year $725,123 · end of year $590,865

  • 5 · Loans and receivables from officers and key people

    beginning of year $73,500 · end of year $71,997

  • 8 · Inventories for sale or use

    beginning of year $737,157 · end of year $783,133

  • 9 · Prepaid expenses and deferred charges

    beginning of year $564,717 · end of year $794,115

  • 10a · Land, buildings and equipment: cost or other basis

    $341,974,862

  • 10b · Land, buildings and equipment: accumulated depreciation

    $159,065,555

  • 10c · Land, buildings and equipment, net

    beginning of year $187,266,589 · end of year $182,909,307

  • 11 · Investments: publicly traded securities

    beginning of year $345,238,413 · end of year $372,814,435

  • 12 · Investments: other securities

    beginning of year $222,927,456 · end of year $220,818,805

  • 13 · Investments: program-related

    beginning of year $16,036,664 · end of year $14,558,356

  • 15 · Other assets

    beginning of year $5,903,898 · end of year $6,854,257

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,246,076 · end of year $11,468,915

  • 19 · Deferred revenue

    beginning of year $2,998,998 · end of year $3,284,633

  • 20 · Tax-exempt bond liabilities

    beginning of year $28,510,000 · end of year $26,490,000

  • 23 · Secured mortgages and notes payable

    beginning of year $67,565,495 · end of year $67,053,541

  • 25 · Other liabilities

    beginning of year $16,289,016 · end of year $15,981,784

  • 27 · Net assets without donor restrictions

    beginning of year $258,235,808 · end of year $275,333,179

  • 28 · Net assets with donor restrictions

    beginning of year $512,107,536 · end of year $524,622,600

Mission and programs · 2022

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.

Activities or mission (Part I)

TO PROVIDE STUDENTS WITH A TOTAL EDUCATIONAL EXPERIENCE OF THE HIGHEST QUALITY.

  • SEE SCHEDULE OACADEMIC PROGRAM: AS A PRIVATE, CO-EDUCATIONAL COLLEGE OF THE LIBERAL ARTS AND SCIENCES, OCCIDENTAL COLLEGE SEEKS TO PROVIDE ITS STUDENTS WITH A TOTAL EDUCATIONAL EXPERIENCE OF THE HIGHEST QUALITY. ONE THAT PREPARES THEM FOR LEADERSHIP IN AN INCREASINGLY COMPLEX, INTERDEPENDENT AND PLURALISTIC WORLD. FOUNDED IN LOS ANGELES IN 1887, OCCIDENTAL WAS ONE OF THE FIRST LIBERAL ARTS COLLEGES IN CALIFORNIA AND TODAY IS ONE OF THE COUNTRY'S FEW LIBERAL ARTS COLLEGES IN AN URBAN SETTING. OCCIDENTAL OFFERS UNDERGRADUATE DEGREES IN A WIDE RANGE OF DISCIPLINES AND A MASTER'S DEGREE IN BIOLOGY. ITS 1,987 STUDENTS, DRAWN FROM 51 STATES AND TERRITORIES AND 23 COUNTRIES, CHOOSE FROM 45 MAJORS AND MINORS TAUGHT BY 194 FULL-TIME AND 84 PART-TIME FACULTY. COURSE WORK IS INTEGRATED WITH OPPORTUNITIES FOR INDEPENDENT STUDY, COMMUNITY ENGAGEMENT, ONE OF THE COUNTRY'S TOP UNDERGRADUATE RESEARCH PROGRAMS, STUDY IN DOZENS OF FOREIGN COUNTRIES, AND THE COUNTRY'S ONLY CAMPAIGN SEMESTER AND RESIDENTIAL UNITED NATIONS PROGRAMS FOR UNDERGRADUATES. SINCE PRODUCING ITS FIRST RHODES SCHOLAR IN 1907, OCCIDENTAL HAS CONSISTENTLY WON NATIONAL AND INTERNATIONAL RECOGNITION FOR ACADEMIC ACHIEVEMENT. THE COLLEGE HAS BEEN ONE OF THE COUNTRY'S LEADING PRODUCERS OF STUDENT FULBRIGHT SCHOLARS FOR 18 CONSECUTIVE YEARS, ACCORDING TO THE CHRONICLE OF HIGHER EDUCATION. DEDICATED TO EXCELLENCE AND EQUITY, OCCIDENTAL ALSO IS ONE OF THE COUNTRY'S MOST ECONOMICALLY DIVERSE CAMPUSES, ACCORDING TO THE NEW YORK TIMES. SOME 78 PERCENT OF OXY STUDENTS RECEIVE SOME FORM OF FINANCIAL AID; 16 PERCENT ARE PELL GRANT RECIPIENTS; AND 13 PERCENT ARE THE FIRST IN THEIR FAMILY TO ATTEND COLLEGE.

    Expenses $110,037,886 · Grants $49,681,868 · Revenue $118,612,437

  • SEE SCHEDULE OCO-CURRICULAR: OCCIDENTAL OFFERS A WIDE RANGE OF CO-CURRICULAR PROGRAMS, FROM THE STUDENT-RUN BLYTH FUND, WHICH OVERSEES A SIX-FIGURE INVESTMENT FUND, TO THE INTERNSHIPS AND CAREER COUNSELING SERVICES OFFERED THROUGH THE HAMEETMAN CAREER CENTER. THERE ARE MORE THAN 100 STUDENT CLUBS AND ORGANIZATIONS, AS WELL AS AN ONLINE RADIO STATION AND AWARD-WINNING WEEKLY NEWSPAPER. AS ONE OF THE FOUNDERS OF INTERCOLLEGIATE ATHLETICS IN SOUTHERN CALIFORNIA, OCCIDENTAL OFFERS 20 VARSITY SPORTS FOR MEN AND WOMEN, AS WELL AS SEVERAL CLUB SPORTS AND INTRAMURAL PROGRAMS FOR MEN AND WOMEN.

    Expenses $43,235,370 · Grants $182,899 · Revenue $30,751,919

  • SEE SCHEDULE OPUBLIC SERVICE: OCCIDENTAL WAS ONE OF THE FIRST LIBERAL ARTS COLLEGES SELECTED AS COMMUNITY ENGAGEMENT INSTITUTIONS BY THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING AND HAS REPEATEDLY BEEN NAMED TO THE PRESIDENT'S HIGHER EDUCATION COMMUNITY SERVICE HONOR ROLL FOR ITS EXEMPLARY SERVICE EFFORTS. OCCIDENTAL'S TRADITION OF COMMUNITY OUTREACH DATES BACK TO 1963, WHEN THE COLLEGE'S COMMUNITY LITERACY CENTER WAS FOUNDED TO PROVIDE ONE-ON-ONE READING AND WRITING INSTRUCTION FOR LOCAL K-6 CHILDREN. IT ALSO IS HOME TO ONE OF CALIFORNIA'S OLDEST, LARGEST AND MOST SUCCESSFUL UPWARD BOUND PROGRAMS. OCCIDENTAL HAS INTEGRATED COMMUNITY ENGAGEMENT INTO ITS CURRICULUM, TAKING ADVANTAGE OF ITS LOCATION IN LOS ANGELES. THREE LINKED PROGRAMS THE OFFICE FOR COMMUNITY ENGAGEMENT, THE CENTER FOR COMMUNITY BASED LEARNING, AND THE URBAN & ENVIRONMENTAL POLICY INSTITUTE CONNECT CURRICULUM, CO-CURRICULAR ACTIVITIES, AND RESEARCH AND COMMUNITY-BASED EFFORTS.

    Expenses $7,550,665 · Grants $798,296 · Revenue $860,831

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • HARRY J ELAM JR

    PRESIDENT/EX-OFFICIO

    Total calculated
    $1,007,205
    From this org
    $718,556
    From related orgs
    $0
    Other
    $288,649
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $691,586
    Bonus
    $0
    Other
    $26,970
    Deferred
    $170,862
    Nontaxable benefits
    $117,787
    Filer's total
    $1,007,205

  • LISA H LINK

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    3

  • DAVE BERKUS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2.5

  • DAVID ANDERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2.5

  • OLAMIDE AJOSE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2.5

  • TIMOTHY ALLISON-HATCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • MAGDALENA ARENAS MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • CARL BALLTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • JOHN BRANCA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • EILEEN BROWN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • DAVID BURCHAM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2.5

  • NAMANDJE BUMPUS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • ANNE CANNON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • LUCIA CHOI-DALTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • LINDSEY COLLINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • W DON CORNWELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • LISA COSCINO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2.5

  • NANCY DAMBRO MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • HECTOR DE LA TORRE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • GLORIA DUFFY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • DIANE EVANS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • BRADLEY FAUVRE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • ALAN FREEMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • MICHAEL GIBBY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2.5

  • RONALD HAHN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2.5

  • MAURINE HALPERIN

    BOARD VICE-CHAIR

    Total calculated
    $0
    Hours/week
    2.5

  • ALLSION HAWKINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2.5

  • LORI MOORE HUNTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • BOB JOHNSON

    BOARD VICE-CHAIR

    Total calculated
    $0
    Hours/week
    2.5

  • GARY KAPLAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • SUSAN MALLORY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2.5

  • GRETA MANDELL MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2.5

  • THEODORE R MITCHELL PHD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2.5

  • TUAN NGO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2.5

  • LEO OLEBE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • ARTHUR PECK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2.5

  • STEVEN ROBINSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • STEPHEN ROUNTREE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • RICHARD RICK RUGANI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2.5

  • REID SAMUELSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2.5

  • SOROOSH SHAMBAYATI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • LAWRENCE SOLOMON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • BRENDA BARHAM HILL

    BOARD OF GOVERNOR/EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1.5

  • AMOS HIMMELSTEIN

    VP FOR FINANCE/COO/TREASURER

    Total calculated
    $552,303
    From this org
    $445,686
    From related orgs
    $0
    Other
    $106,617
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $425,186
    Bonus
    $0
    Other
    $20,500
    Deferred
    $30,500
    Nontaxable benefits
    $76,117
    Filer's total
    $552,303

  • WENDY STERNBERG

    VP FOR ACADEMIC AFFAIRS/ DEAN OF THE COLLEGE

    Total calculated
    $411,033
    From this org
    $270,967
    From related orgs
    $0
    Other
    $140,066
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $250,034
    Bonus
    $0
    Other
    $20,933
    Deferred
    $25,650
    Nontaxable benefits
    $114,416
    Filer's total
    $411,033

  • CHARLES CARDILLO THRU 0323

    VP FOR INSTITUTIONAL ADVANCEMENT

    Total calculated
    $407,329
    From this org
    $376,225
    From related orgs
    $0
    Other
    $31,104
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $331,783
    Bonus
    $0
    Other
    $44,442
    Deferred
    $29,278
    Nontaxable benefits
    $1,826
    Filer's total
    $407,329

  • ROBERT FLOT

    VP FOR STUDENT AFFAIRS/ DEAN OF STUDENTS

    Total calculated
    $331,060
    From this org
    $222,537
    From related orgs
    $0
    Other
    $108,523
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $222,537
    Bonus
    $0
    Other
    $0
    Deferred
    $13,406
    Nontaxable benefits
    $95,117
    Filer's total
    $331,060

  • PRIYA SRIDHARAN

    CHIEF OF STAFF/ SECRETARY (EFF 4/23)

    Total calculated
    $295,493
    From this org
    $227,017
    From related orgs
    $0
    Other
    $68,476
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $212,025
    Bonus
    $0
    Other
    $14,992
    Deferred
    $22,358
    Nontaxable benefits
    $46,118
    Filer's total
    $295,493

  • JAMES UHRICH

    VP FOR ITS AND CIO

    Total calculated
    $278,876
    From this org
    $246,126
    From related orgs
    $0
    Other
    $32,750
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $246,126
    Bonus
    $0
    Other
    $0
    Deferred
    $23,345
    Nontaxable benefits
    $9,405
    Filer's total
    $278,876

  • BARBARA VALIENTE

    ASSISTANT TREASURER

    Total calculated
    $259,441
    From this org
    $202,705
    From related orgs
    $0
    Other
    $56,736
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $202,705
    Bonus
    $0
    Other
    $0
    Deferred
    $21,200
    Nontaxable benefits
    $35,536
    Filer's total
    $259,441

  • DAVID T CARRREON BRADLEY

    VP FOR EQUITY & CDO (THRU 6/23)

    Total calculated
    $230,316
    From this org
    $202,193
    From related orgs
    $0
    Other
    $28,123
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $202,193
    Bonus
    $0
    Other
    $0
    Deferred
    $14,210
    Nontaxable benefits
    $13,913
    Filer's total
    $230,316

  • MARICELA MARTINEZ

    VP FOR ENROLLMENT

    Total calculated
    $215,752
    From this org
    $183,680
    From related orgs
    $0
    Other
    $32,072
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $183,680
    Bonus
    $0
    Other
    $0
    Deferred
    $18,750
    Nontaxable benefits
    $13,322
    Filer's total
    $215,752

  • MARSHA SCHNIRRING THRU 0323

    SECRETARY

    Total calculated
    $194,313
    From this org
    $150,576
    From related orgs
    $0
    Other
    $43,737
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $150,576
    Bonus
    $0
    Other
    $0
    Deferred
    $15,802
    Nontaxable benefits
    $27,935
    Filer's total
    $194,313

  • MARTY SHARKEY THRU 0722

    VP FOR COMMUNICATIONS AND INSTITUTIONAL INITIATIVE

    Total calculated
    $181,104
    From this org
    $166,480
    From related orgs
    $0
    Other
    $14,624
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $144,512
    Bonus
    $0
    Other
    $21,968
    Deferred
    $13,951
    Nontaxable benefits
    $673
    Filer's total
    $181,104

  • RODNEY LEVEQUE EFF 423

    VP FOR COMMUNICATION AND INSTITUTION

    Total calculated
    $0
    Hours/week
    50

  • JONATHAN A VEITCH

    FORMER PRESIDENT, PROFESSOR

    Total calculated
    $343,716
    From this org
    $269,571
    From related orgs
    $0
    Other
    $74,145
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $253,829
    Bonus
    $0
    Other
    $15,742
    Deferred
    $26,501
    Nontaxable benefits
    $47,644
    Filer's total
    $343,716

  • MICHAEL HILL

    PROFESSOR

    Total calculated
    $297,144
    From this org
    $258,155
    From related orgs
    $0
    Other
    $38,989
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $228,705
    Bonus
    $0
    Other
    $29,450
    Deferred
    $23,187
    Nontaxable benefits
    $15,802
    Filer's total
    $297,144

  • KRISTI ALLEN

    AVP, INSTITUTIONAL PLANNING

    Total calculated
    $261,577
    From this org
    $206,835
    From related orgs
    $0
    Other
    $54,742
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $206,835
    Bonus
    $0
    Other
    $0
    Deferred
    $20,945
    Nontaxable benefits
    $33,797
    Filer's total
    $261,577

  • ELEANOR KAHN

    GENERAL COUNSEL

    Total calculated
    $230,812
    From this org
    $209,333
    From related orgs
    $0
    Other
    $21,479
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $209,333
    Bonus
    $0
    Other
    $0
    Deferred
    $20,633
    Nontaxable benefits
    $846
    Filer's total
    $230,812

  • SALVADOR C FERNANDEZ

    PROFESSOR

    Total calculated
    $229,187
    From this org
    $183,218
    From related orgs
    $0
    Other
    $45,969
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $183,218
    Bonus
    $0
    Other
    $0
    Deferred
    $19,020
    Nontaxable benefits
    $26,949
    Filer's total
    $229,187

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
HOUSING IS PROVIDED FOR CERTAIN INDIVIDUALS LISTED IN PART VII AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE COLLEGE. SOCIAL CLUB DUES ARE PROVIDED TO ONE OFFICER AS A CONDITION OF EMPLOYMENT AND ARE NOT INCLUDED IN TAXABLE WAGES. USE OF THE SOCIAL CLUB IS FOR BUSINESS PURPOSES ONLY. PERSONAL SERVICES ARE PROVIDED TO AN OFFICER AND ARE INCLUDED IN TAXABLE WAGES.
PART I, LINE 4B
THE PRESIDENT WAS APPROVED FOR A 457F PLAN EFFECTIVE JULY 1, 2020 AND HE VESTS ON JUNE 30, 2025, SUBJECT TO THE TERMS AND CONDITIONS OF THE AGREEMENT.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • HARAMBEE HOUSE INC

    $167,410

    SUPPORT 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.

  • CLEAN WATER FUND

    $165,625

    SUPPORT 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.

  • EAST YARD COMMUNITIES FOR ENVIRONMENT

    $151,500

    SUPPORT 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.

  • TEXAS ENVIRONMENTAL JUSTICE ADVOCACY

    $125,500

    SUPPORT 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.

  • SILENT SPRING INSTITUTE

    $98,710

    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.

  • IRONBOUND COMMUNITY CORPORATION

    $75,000

    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

  • LOUISIANA STATE UNIVERSITY A&M COLL

    $38,450

    BRING 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.

  • CLEANAIRNOW ASSOCIATION

    $30,000

    SUPPORT 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.

  • RESEARCH FOUNDATION OF THE CUNY

    $15,258

    BRING 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.

  • SOCIAL AND ENVIRONMENTAL ENTREPRENE

    $10,000

    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

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • OTWAY PROPERTIES LLC

    REAL PROPERTIES · CA · income $38,677 · assets $1,266,244

    Directly controlled by OCCIDENTAL COLLEGE

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER TRUST (23)

    FUNDRAISING · CA · controlled entity

  • CHARITABLE LEAD TRUST (1)

    FUNDRAISING · CA · controlled entity

  • POOLED INCOME FUND (2)

    FUNDRAISING · CA · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
30 April 2024
IRS schema version
2022v5.0
Source object
202421249349300437

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.