Form 990 for tax year 2022

Filed by WHITTIER COLLEGE.

Totals

Total revenue: $76,243,559
Total expenses: $91,121,168
Contributions and grants received: $4,583,415
Grants paid: $30,224,423
Program service revenue: $68,492,263
Investment income: $3,403,574
Other revenue: -$235,693
Total assets, end of year: $272,556,828
Total liabilities, end of year: $51,876,974
Net assets or fund balances, end of year: $220,679,854
Program services expenses (Part IX): $75,327,497
Management and general expenses: $14,342,973
Fundraising expenses: $1,450,698
Program service expenses (Part III): $75,327,497

Program services were 82.7% 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)

$555,693
1f · All other contributions, gifts and grants

$4,027,722
1g · Noncash contributions included above

$111,115
2a · Program service revenue: AUXILIARY ENTERPRISES

total $8,539,592 · related or exempt $8,539,592
2b · Program service revenue: OTHER PROGRAM REVENUE

total $5,723,380 · related or exempt $5,638,608 · unrelated business $84,772
2c · Program service revenue: TUITION, FEES, AND INCOME

total $54,229,291 · related or exempt $54,229,291
3 · Investment income

total $3,417,578 · unrelated business $55,103 · excluded $3,362,475
4 · Income from investment of tax-exempt bond proceeds

total $0
5 · Royalties

total $0
6a · Gross rents

personal property $3,090
6b · Less rental expenses

personal property $238,783
6c · Rental income or loss

personal property -$235,693
6d · Net rental income or loss

total -$235,693 · unrelated business -$235,693
7a · Gross sales of assets other than inventory

securities $68,084
7b · Less cost or other basis and sales expenses

securities $82,088
7c · Gain or loss

securities -$14,004
7d · Net gain or loss

total -$14,004 · related or exempt -$25,628 · unrelated business $11,624
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 $28,020,488 · program services $28,020,488
3 · Grants to foreign organizations and individuals

total $2,203,935 · program services $2,203,935
4 · Benefits paid to or for members

total $0
5 · Compensation of officers, directors and key employees

total $1,341,233 · program services $1,054,082 · management and general $241,795 · fundraising $45,356
6 · Compensation of disqualified persons

total $0
7 · Other salaries and wages

total $24,674,664 · program services $19,391,945 · management and general $4,448,297 · fundraising $834,422
8 · Pension plan contributions

total $114,781 · program services $64,842 · management and general $46,824 · fundraising $3,115
9 · Other employee benefits

total $4,938,212 · program services $3,060,356 · management and general $1,764,085 · fundraising $113,771
10 · Payroll taxes

total $1,833,360 · program services $1,471,237 · management and general $295,924 · fundraising $66,199
11a · Fees: management

total $0
11b · Fees: legal

total $562,167 · program services $147,854 · management and general $414,313
11c · Fees: accounting

total $312,550 · management and general $312,550
11d · Fees: lobbying

total $0
11e · Fees: professional fundraising services

total $0
11f · Fees: investment management

total $466,752 · management and general $466,752
11g · Fees: other

total $1,563,574 · program services $901,278 · management and general $526,280 · fundraising $136,016
12 · Advertising and promotion

total $212,558 · program services $158,229 · management and general $9,971 · fundraising $44,358
13 · Office expenses

total $1,165,334 · program services $753,372 · management and general $350,568 · fundraising $61,394
14 · Information technology

total $488,186 · program services $158,869 · management and general $328,002 · fundraising $1,315
15 · Royalties

total $0
16 · Occupancy

total $3,121,504 · program services $2,588,629 · management and general $521,800 · fundraising $11,075
17 · Travel

total $655,297 · program services $636,342 · management and general $14,842 · fundraising $4,113
18 · Travel or entertainment for public officials

total $0
19 · Conferences, conventions and meetings

total $316,613 · program services $264,406 · management and general $44,113 · fundraising $8,094
20 · Interest

total $1,870,370 · program services $1,839,303 · management and general $31,067
21 · Payments to affiliates

total $0
22 · Depreciation, depletion and amortization

total $6,059,870 · program services $4,484,304 · management and general $1,575,566
23 · Insurance

total $947,286 · program services $24,138 · management and general $923,148
24a · Other expenses: OTHER EXPENSES

total $10,491,217 · program services $8,342,671 · management and general $2,027,076 · fundraising $121,470
24b · Other expenses: LESS ALLOCATED RENTAL ACTIVITY

total -$238,783 · program services -$238,783
24e · All other expenses

total $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $22,162,666 · end of year $7,097,416
2 · Savings and temporary cash investments

end of year $0
3 · Pledges and grants receivable

beginning of year $3,562,791 · end of year $3,207,813
4 · Accounts receivable

beginning of year $1,433,476 · end of year $3,088,735
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 $487,416 · end of year $531,063
10a · Land, buildings and equipment: cost or other basis

$200,138,899
10b · Land, buildings and equipment: accumulated depreciation

$109,597,631
10c · Land, buildings and equipment, net

beginning of year $96,551,495 · end of year $90,541,268
11 · Investments: publicly traded securities

beginning of year $134,178,274 · end of year $136,482,196
12 · Investments: other securities

beginning of year $31,072,421 · end of year $29,043,347
13 · Investments: program-related

beginning of year $4,819,061 · end of year $2,564,990
14 · Intangible assets

end of year $0
15 · Other assets

end of year $0
17 · Accounts payable and accrued expenses

beginning of year $6,418,683 · end of year $6,080,155
19 · Deferred revenue

beginning of year $1,546,132 · end of year $1,075,336
20 · Tax-exempt bond liabilities

beginning of year $51,865,597 · end of year $41,159,189
21 · Escrow or custodial account liability

beginning of year $593,851 · end of year $477,789
24 · Unsecured notes and loans payable

beginning of year $223,598 · end of year $223,598
25 · Other liabilities

beginning of year $4,076,897 · end of year $2,860,907
27 · Net assets without donor restrictions

beginning of year $123,384,841 · end of year $111,466,234
28 · Net assets with donor restrictions

beginning of year $106,158,001 · end of year $109,213,620

Mission and programs · 2022

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 30 majors and 30 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. 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 takes 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 $69,706,051 · Grants $30,224,423 · Revenue $54,229,291
Auxiliary Enterprises; Includes Residential facilities and support, including food services

Expenses $5,621,446

As filed on the 2022 return.

Listed in Part VII

Linda Oubre

President

Total calculated

$362,399

From this org

$345,232

From related orgs

$0

Other

$17,167

Hours/week

40

Schedule J breakdown matched by us

Base

$318,251

Bonus

not reported

Other

$26,880

Deferred

not reported

Nontaxable benefits

$17,167

Filer's total

$362,298
James Dunkelman

VP Fin & Admin

Total calculated

$256,499

From this org

$230,646

From related orgs

$0

Other

$25,853

Hours/week

40

Schedule J breakdown matched by us

Base

$230,646

Bonus

not reported

Other

not reported

Deferred

not reported

Nontaxable benefits

$25,853

Filer's total

$256,499
Timothy Anderson

VP In & New Ven

Total calculated

$251,829

From this org

$232,104

From related orgs

$0

Other

$19,725

Hours/week

40

Schedule J breakdown matched by us

Base

$232,104

Bonus

not reported

Other

not reported

Deferred

not reported

Nontaxable benefits

$19,725

Filer's total

$251,829
Cynthia Joseph

VP & ChiefAdmin

Total calculated

$207,285

From this org

$187,574

From related orgs

$0

Other

$19,711

Hours/week

40

Schedule J breakdown matched by us

Base

$187,574

Bonus

not reported

Other

not reported

Deferred

not reported

Nontaxable benefits

$19,711

Filer's total

$207,285
Sal Johnston

VP of AcadAffai

Total calculated

$202,975

From this org

$183,540

From related orgs

$0

Other

$19,435

Hours/week

40

Schedule J breakdown matched by us

Base

$183,540

Bonus

not reported

Other

not reported

Deferred

not reported

Nontaxable benefits

$19,435

Filer's total

$202,975
Raymond Smith

Senior Administrat

Total calculated

$183,367

From this org

$157,024

From related orgs

$0

Other

$26,343

Hours/week

40

Schedule J breakdown matched by us

Base

$157,024

Bonus

not reported

Other

not reported

Deferred

not reported

Nontaxable benefits

$26,343

Filer's total

$183,367
Troy Greenup

Senior Administrat

Total calculated

$171,051

From this org

$140,485

From related orgs

$0

Other

$30,566

Hours/week

40

Schedule J breakdown matched by us

Base

$140,485

Bonus

not reported

Other

not reported

Deferred

not reported

Nontaxable benefits

$30,566

Filer's total

$171,051
Kay Sanders

Executive

Total calculated

$168,798

From this org

$146,833

From related orgs

$0

Other

$21,965

Hours/week

40

Schedule J breakdown matched by us

Base

$146,833

Bonus

not reported

Other

not reported

Deferred

not reported

Nontaxable benefits

$21,965

Filer's total

$168,798
Michael McBridge

Faculty

Total calculated

$168,771

From this org

$148,879

From related orgs

$0

Other

$19,892

Hours/week

40

Schedule J breakdown matched by us

Base

$148,879

Bonus

not reported

Other

not reported

Deferred

not reported

Nontaxable benefits

$19,892

Filer's total

$168,771
David Muller

Faculty

Total calculated

$156,682

From this org

$138,330

From related orgs

$0

Other

$18,352

Hours/week

40

Schedule J breakdown matched by us

Base

$138,330

Bonus

not reported

Other

not reported

Deferred

not reported

Nontaxable benefits

$18,352

Filer's total

$156,682
David Houser

Interim VP/CFO

Total calculated

$60,347

From this org

$55,776

From related orgs

$0

Other

$4,571

Hours/week

40
Ron Gastelum

Chairman

Total calculated

$0

Hours/week

1
Tim Yamauchi

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
Matt Knight

Trustee

Total calculated

$0

Hours/week

1
Richard Lichtenstein

Trustee

Total calculated

$0

Hours/week

1
Alan H Lund

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

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.

ASSOCIATED STUDENTS OF WHITTIER COLLEGE

501 (C) 3 · ASSOCIATION FOR COLLEGE STUDENTS · CA

Directly controlled by NA

Provenance

Return type: form_990
Tax year: 2022
Filed: 13 May 2023
IRS schema version: 2022v5.0
Source object: 202431349349309163

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

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