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Nonprofiteer
← WHITTIER COLLEGE

Form 990 for tax year 2023

Filed by WHITTIER COLLEGE.

Totals

Total revenue
$59,027,875
Total expenses
$81,212,322
Contributions and grants received
$6,863,579
Grants paid
$21,186,379
Program service revenue
$48,421,029
Investment income
$3,893,638
Other revenue
-$150,371
Total assets, end of year
$251,509,900
Total liabilities, end of year
$42,043,382
Net assets or fund balances, end of year
$209,466,518
Program services expenses (Part IX)
$66,352,578
Management and general expenses
$12,774,743
Fundraising expenses
$2,085,001
Program service expenses (Part III)
$66,352,578

Program services were 81.7% 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)

    $312,748

  • 1f · All other contributions, gifts and grants

    $6,550,831

  • 1g · Noncash contributions included above

    $40,683

  • 2a · Program service revenue: AUXILIARY ENTERPRISES

    total $6,165,830 · related or exempt $6,165,830

  • 2b · Program service revenue: OTHER PROGRAM REVENUE

    total $3,336,176 · related or exempt $3,273,673 · unrelated business $62,503

  • 2c · Program service revenue: TUITION, FEES, AND INCOME

    total $38,919,023 · related or exempt $38,919,023

  • 3 · Investment income

    total $3,880,292 · excluded $3,880,292

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    personal property $35,725

  • 6b · Less rental expenses

    personal property $186,096

  • 6c · Rental income or loss

    personal property -$150,371

  • 6d · Net rental income or loss

    total -$150,371 · unrelated business -$150,371

  • 7a · Gross sales of assets other than inventory

    securities $102,930

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

    securities $89,584

  • 7c · Gain or loss

    securities $13,346

  • 7d · Net gain or loss

    total $13,346 · related or exempt -$15,408 · unrelated business $28,754

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $18,746,945 · program services $18,746,945

  • 3 · Grants to foreign organizations and individuals

    total $2,439,434 · program services $2,439,434

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $2,200,036 · program services $1,746,414 · management and general $380,101 · fundraising $73,521

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $23,137,774 · program services $18,367,029 · management and general $3,997,522 · fundraising $773,223

  • 8 · Pension plan contributions

    total $640,337 · program services $521,052 · management and general $103,650 · fundraising $15,635

  • 9 · Other employee benefits

    total $4,743,206 · program services $2,929,959 · management and general $1,658,017 · fundraising $155,230

  • 10 · Payroll taxes

    total $1,745,148 · program services $1,407,131 · management and general $276,442 · fundraising $61,575

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $1,477,808 · program services $21,203 · management and general $1,456,605

  • 11c · Fees: accounting

    total $156,500 · management and general $156,500

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $383,369 · management and general $383,369

  • 11g · Fees: other

    total $2,584,871 · program services $1,709,735 · management and general $527,197 · fundraising $347,939

  • 12 · Advertising and promotion

    total $411,810 · program services $343,361 · management and general $46,270 · fundraising $22,179

  • 13 · Office expenses

    total $1,205,119 · program services $818,074 · management and general $293,167 · fundraising $93,878

  • 14 · Information technology

    total $485,042 · program services $152,004 · management and general $333,038

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $2,752,759 · program services $2,338,793 · management and general $413,966

  • 17 · Travel

    total $631,290 · program services $593,048 · management and general $17,649 · fundraising $20,593

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $209,550 · program services $174,758 · management and general $22,849 · fundraising $11,943

  • 20 · Interest

    total $1,516,285 · program services $1,096,414 · management and general $394,704 · fundraising $25,167

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $5,242,864 · program services $3,781,566 · management and general $1,136,565 · fundraising $324,733

  • 23 · Insurance

    total $888,646 · program services $29,509 · management and general $859,137

  • 24a · Other expenses: OTHER EXPENSES

    total $9,799,625 · program services $9,322,245 · management and general $317,995 · fundraising $159,385

  • 24b · Other expenses: LESS ALLOCATED RENTAL ACTIVITY

    total -$186,096 · program services -$186,096

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,097,416 · end of year $3,449,139

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $3,207,813 · end of year $2,873,898

  • 4 · Accounts receivable

    beginning of year $3,088,735 · end of year $4,014,037

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $531,063 · end of year $1,164,957

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

    $201,185,788

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

    $114,664,983

  • 10c · Land, buildings and equipment, net

    beginning of year $90,541,268 · end of year $86,520,805

  • 11 · Investments: publicly traded securities

    beginning of year $136,482,196 · end of year $118,471,490

  • 12 · Investments: other securities

    beginning of year $29,043,347 · end of year $33,226,299

  • 13 · Investments: program-related

    beginning of year $2,564,990 · end of year $1,789,275

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,080,155 · end of year $6,583,694

  • 19 · Deferred revenue

    beginning of year $1,075,336 · end of year $859,562

  • 20 · Tax-exempt bond liabilities

    beginning of year $41,159,189 · end of year $31,385,152

  • 21 · Escrow or custodial account liability

    beginning of year $477,789 · end of year $479,910

  • 24 · Unsecured notes and loans payable

    beginning of year $223,598 · end of year $223,598

  • 25 · Other liabilities

    beginning of year $2,860,907 · end of year $2,511,466

  • 27 · Net assets without donor restrictions

    beginning of year $111,466,234 · end of year $94,534,571

  • 28 · Net assets with donor restrictions

    beginning of year $109,213,620 · end of year $114,931,947

Mission and programs · 2023

Mission

See Schedule O

Activities or mission (Part I)

Whittier College is a residential four-year liberal arts institution that prepares students from diverse backgrounds to excel in a complex global society. Through challenging, interactive courses, taught by accomplished professors, students learn to make connections across disciplines, understand cultural perspectives, and integrate learning with practical application. Inspired by a Quaker heritage, the Whittier education equips students to be active citizens and effective communicators who embrace diversity and act with integrity.

  • Instruction, research, and sponsorship: Whittier College faculty are fully committedto design and deliver the highest quality instruction to students, combiningtraditional pedagogy, available technology, personal innovation, and practicalapplication to provide a holistic system that engenders interdisciplinary learning at all levels. Additionally, and critical to keeping classroom instruction contemporary, Whittier College faculty are predominantly active and working scholars, artists, and researchers in their respective fields. While not classified as a research institution, the faculty currently pursue research projects and complete fieldwork across a broad spectrum of disciplines--from the applied and social sciences to the arts and humanities to the natural sciences, and more, eliciting financial and other resource support from both federal agencies and private foundations.Academic resources: Whittier is a college of academic rigor, where ideas are constantly being dissected, connected, and explored. Through an education that is rooted in the liberal arts tradition, students choose from among 53 majors and 38 minors, or create their own interdisciplinary major through the Whittier Scholars Program. While here, students have a breadth of assistance available to ensure academic success at all levels. Resources and programs include faculty advising; peer tutoring; basic and advanced skills training in the Writing Center; library and information technology instruction; computer labs smart classrooms and campus-wide WiFi; mentoring programs; assessment; and an early warning system to identify students who may be experiencing temporary difficulty in the classroom. Additionally, a formal program targeting the first-year encompasses a comprehensive support systems that includes specialized seminars, individualized mentoring, and more. For students requiring physical or other support, an array of programs both curricular and non-curricular are available through the Office of Disability Services, as well as through a Health and Wellness Center.Student services: Whittier is a dynamic and active campus, where there is a clearunderstanding that learning and growth take place outside the classroom as well asinside. As such, the College offers a variety of co-curricular programs, services,and opportunities for exercise of student leadership and new experiences. Currently,Whittier operates 21 competitive athletic teams and a yearlong intramural sportsprogram; and 10 local societies (fraternities/sororities). Integral to the liberal arts program in general and a Whittier College education in particular, campus programs that provide additional academic, professional, and personal development are also available via foreign study (semester and yearlong programs), off-campus internships, and careercounseling.

    Expenses $60,774,138 · Grants $21,186,379 · Revenue $38,919,023

  • Auxiliary Enterprises; Includes Residential facilities and support, including food services

    Expenses $5,578,440 · Revenue $6,165,830

As filed on the 2023 return.

Listed in Part VII

  • Linda Oubre

    President

    Total calculated
    $632,457
    From this org
    $605,661
    From related orgs
    $0
    Other
    $26,796
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,986
    Bonus
    not reported
    Other
    $407,675
    Deferred
    not reported
    Nontaxable benefits
    $26,796
    Filer's total
    $632,457
  • Timothy Anderson

    VP In & New Ven

    Total calculated
    $407,002
    From this org
    $379,252
    From related orgs
    $0
    Other
    $27,750
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $379,252
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $27,750
    Filer's total
    $407,002
  • Cynthia Joseph

    VP & ChiefAdmin

    Total calculated
    $377,015
    From this org
    $344,653
    From related orgs
    $0
    Other
    $32,362
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $344,653
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $32,362
    Filer's total
    $377,015
  • Sal Johnston

    VP of AcadAffai

    Total calculated
    $280,160
    From this org
    $251,391
    From related orgs
    $0
    Other
    $28,769
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $251,391
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $28,769
    Filer's total
    $280,160
  • Maritza Magallanes

    Senior Administrat

    Total calculated
    $262,737
    From this org
    $234,192
    From related orgs
    $0
    Other
    $28,545
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,192
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $28,545
    Filer's total
    $262,737
  • Irene Gallardo

    SENIOR ADMINISTRAT

    Total calculated
    $230,333
    From this org
    $205,429
    From related orgs
    $0
    Other
    $24,904
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,429
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $24,904
    Filer's total
    $230,333
  • Kay Sanders

    Senior Administrat

    Total calculated
    $204,713
    From this org
    $177,533
    From related orgs
    $0
    Other
    $27,180
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,533
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $27,180
    Filer's total
    $204,713
  • Sandra Arana

    SENIOR ADMINISTRAT

    Total calculated
    $203,509
    From this org
    $173,618
    From related orgs
    $0
    Other
    $29,891
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,618
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $29,891
    Filer's total
    $203,509
  • David Houser

    VP Fin & CFO

    Total calculated
    $197,327
    From this org
    $173,576
    From related orgs
    $0
    Other
    $23,751
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,576
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $23,751
    Filer's total
    $197,327
  • Raymond Smith

    SENIOR ADMINISTRAT

    Total calculated
    $197,141
    From this org
    $163,210
    From related orgs
    $0
    Other
    $33,931
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,210
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $33,931
    Filer's total
    $197,141
  • Kristine Dillon

    Interim Pres.

    Total calculated
    $190,686
    From this org
    $176,400
    From related orgs
    $0
    Other
    $14,286
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,400
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $14,286
    Filer's total
    $190,686
  • James Dunkelman

    VP Fin & CFO

    Total calculated
    $115,390
    From this org
    $105,975
    From related orgs
    $0
    Other
    $9,415
    Hours/week
    40
  • Ron Gastelum

    Chairman

    Total calculated
    $0
    Hours/week
    1
  • Alan H Lund

    Treasurer

    Total calculated
    $0
    Hours/week
    1
  • Yvonne Romero Da Silva

    Secretary

    Total calculated
    $0
    Hours/week
    1
  • Harold E Allen

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Fred D Anderson

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Christina Bouchet

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Michael Brown

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Erin Clancy

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Richard L Gilchrist

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Yukiyasu Hayashi

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Jascha Kaykas-Wolf

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Matthew Knight

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Richard Lichtenstein

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Meghan Morrissey

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Francisco C Rodriguez

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Miguel A Santana

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Vincent Vigil

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Stephanie Wiggins

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Kenya P Williams

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Vincent Daigneault

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Tiffany Dean

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Barbara Groce

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Lila Laviano

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Lisabeth Marziello

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Joyce M Mullenbach

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • James R Parks

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Raquel Torres- Retana

    Trustee

    Total calculated
    $0
    Hours/week
    1

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
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Written employment contract
  • 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: Relevant information in regards to selections on 1a.

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

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202541339349305079

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