Whittier College FY2020 filing

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501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
$1.8M paid to officers and key staff.
Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average deficit $10.8M a year · 13% of revenue · last 6 filings
Concern: a surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.8M
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
1 mo
of spending, in cash
Plus $156.2M in investments, Pt X · Ln 11–13
Fine: 1.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $11K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$71.2M
25% of total assets
Looks good: liabilities are 25% of assets; 50% or less.
Pt X · Ln 26
Independent board members
30
of 31 voting members
Looks good: 30 of 31 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$112.4M
Spent
$112.6M
To programs
84%
Net assets
$211.7M
By yearFY2020–FY2025
Revenue
$112.4M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$112.4M
FY2021$96.0M
FY2022$87.6M
FY2023$76.2M
FY2024$59.0M
FY2025$57.5M
Expenses
$112.6M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$112.6M
FY2021$90.2M
FY2022$95.2M
FY2023$91.1M
FY2024$81.2M
FY2025$83.1M
Net assets
$211.7M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$211.7M
FY2021$255.2M
FY2022$229.5M
FY2023$220.7M
FY2024$209.5M
FY2025$195.5M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1935.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $95.2M Management & general 13% · $14.3M Fundraising 3% · $3.2M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

39 people listed on the 990; $1.8M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
President
$349,387Pt VII · Sec A
Vicepres Financ
$245,055Pt VII · Sec A
Vice President of Advancement
$189,482Pt VII · Sec A
Faculty
$185,940Pt VII · Sec A
$183,821Pt VII · Sec A
$169,035Pt VII · Sec A
Vice President of Academic Affairs
$154,252Pt VII · Sec A
Associate Vice Pre
$153,523Pt VII · Sec A

Kristine Dillon’s $372K as President is at the 76th percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Linda Oubre—$605,661$345,232$332,977$329,642$349,387
Timothy Anderson—$379,252$232,104$197,636$184,794$189,482
Kristine Dillon$371,542$176,400————
Cynthia Joseph$209,746$344,653$187,574$159,304$149,185$153,523
Sal Johnston$203,835$251,391$183,540$166,077$182,833$154,252
James Dunkelman—$105,975$230,646$218,549$216,033$245,055
Maritza Magallanes$144,695$234,192————
Irene Gallardo—$205,429————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Whittier College executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates diverse students in liberal arts to excel globally through interactive learning and practical application.

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2 programs · $95.2M · in their own filed words · FY2019
01

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 atall levels.

$86.7Mprogram expense
02

Auxiliary Enterprises; Residential facilities and support, including food services

$8.5Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$11K
Grants paid · 6 grants · $188.1M · 2019–2024
Unitemized GrantFY2024$19,597,793
Unitemized GrantFY2023$18,746,945
Unitemized GrantFY2022$28,020,488
Unitemized GrantFY2021$36,374,244
Unitemized GrantFY2020$39,252,986
Unitemized GrantFY2019$46,063,089

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Jun 2025 · $7.7M federal money spent
Federal Direct Student LoansDepartment of Education · ALN 84.268 · Direct$4.4M
Federal Pell Grant ProgramDepartment of Education · ALN 84.063 · Direct$1.9M
Federal Perkins Loan Program_federal Capital ContributionsDepartment of Education · ALN 84.038 · Direct$877K
Federal Work-Study ProgramDepartment of Education · ALN 84.033 · Direct$246K
Federal Supplemental Educational Opportunity GrantsDepartment of Education · ALN 84.007 · Direct$209K

Plus 2 smaller programs.

The auditor reported 2 findings: a weakness in money controls.

Year ending Jun 2024 · $7.5M federal money spent
Federal Direct Student LoansDepartment of Education · ALN 84.268 · Direct$4.2M
Federal Pell Grant ProgramDepartment of Education · ALN 84.063 · Direct$1.6M
Federal Perkins Loan Program_federal Capital ContributionsDepartment of Education · ALN 84.038 · Direct$1.3M
Federal Work-Study ProgramDepartment of Education · ALN 84.033 · Direct$261K
Federal Supplemental Educational Opportunity GrantsDepartment of Education · ALN 84.007 · Direct$130K

Plus 1 smaller program.

The auditor reported 2 findings: a material weakness in money controls.

Year ending Jun 2023 · $12.1M federal money spent
Federal Direct Student LoansDepartment of Education · ALN 84.268 · Direct$6.6M
Federal Perkins Loan ProgramDepartment of Education · ALN 84.038 · Direct$2.8M
Federal Pell Grant ProgramDepartment of Education · ALN 84.063 · Direct$1.8M
Federal Work-Study ProgramDepartment of Education · ALN 84.033 · Direct$485K
Federal Supplemental Educational Opportunity GrantsDepartment of Education · ALN 84.007 · Direct$296K

Plus 3 smaller programs.

The auditor reported 4 findings: a weakness in money controls.

Year ending Jun 2022 · $18.8M federal money spent
Federal Direct Student LoansDepartment of Education · ALN 84.268 · Direct$7.6M
Education Stabilization FundDepartment of Education · ALN 84.425 · Direct$5.3M
Federal Perkins Loans ProgramDepartment of Education · ALN 84.038 · Direct$2.8M
Federal Pell Grant ProgramDepartment of Education · ALN 84.063 · Direct$2.2M
Federal Work-Study ProgramDepartment of Education · ALN 84.033 · Direct$526K

Plus 2 smaller programs.

The auditor reported 2 findings: a weakness in money controls, questioned costs.

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$112.4M
Ln 12
Fees for servicesLn 2g$98.4M
Gifts and grantsLn 1h$8.5M
Investment incomeLn 3$5.3M
Money outPt IX
$112.6M
Ln 25
Programscol B$95.2M
Managementcol C$14.3M
Fundraisingcol D$3.2M
Owns and owesPt X
$211.7M
net assets · Ln 32
Cash and savingsLn 1–2$10.9M
Total assetsLn 16$282.9M
LiabilitiesLn 26$71.2M
PeoplePt VI, VII
39
listed · VII A
PaidVII A9
Voting boardVI 1a31
IndependentVI 1b30
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8.5M
Government grantsLn 1e$3.3M
Noncash giftsLn 1g$205K
Fees for servicesLn 2g$98.4M
Investment incomeLn 3$5.3M
Other incomeLn 4–11$200K
Gains on assetsLn 7$3.2M
Total revenueLn 12$112.4M
Assets in detailPt X, end of year
CashLn 1$10.9M
SavingsLn 2$0
Cash and savings togetherLn 1–2$10.9M
InvestmentsLn 11–13$156.2M
Land, buildings, equipmentLn 10c$106.8M
Other assetsLn 15$873K
Total assetsLn 16$282.9M
LiabilitiesLn 26$71.2M
Net assetsLn 32$211.7M
OperationsPt I, VI
EmployeesI 5963
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13Yes
Records policyVI 14No
3More from this return
BondsSch K, Pt X
Tax-exempt bond debt owedX 20$54.3M
Abroad and in kindSch F, M
Grants to other countriesSch F Pt II–III$614K
Noncash gifts receivedSch M Pt I$205K
EndowmentSch D · Pt V
LineFY20FY19FY18FY17FY16
End of yearLn 1g$110.5M$119.3M$117.0M$97.2M$90.7M
Given inLn 1b$1.2M$936K$17.7M$635K$793K
SpentLn 1d–1f−$4.5M−$4.3M−$4.5M−$4.5M−$4.2M
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$14.6M$10.9M
InvestmentsLn 11–13$164.6M$156.2M
Land, buildings, equipmentLn 10c$109.8M$106.8M
Total assetsLn 16$295.6M$282.9M
LiabilitiesLn 26$73.7M$71.2M
Net assetsLn 32$221.8M$211.7M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$46.1M$46.1M
Grants and assistance to foreign recipientsLn 3$614K$614K
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$873K$647K$225K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$28.7M$22.6M$4.6M$1.5M
Pension plan contributionsLn 8$1.5M$1.1M$271K$121K
Other employee benefitsLn 9$4.6M$3.1M$1.3M$168K
Payroll taxesLn 10$2.0M$1.6M$313K$118K
Management feesLn 11a$0
Legal feesLn 11b$87K$87K
Accounting feesLn 11c$185K$185K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$392K$392K
Other fees for servicesLn 11g$2.1M$1.7M$359K$53K
Advertising and promotionLn 12$0
Office expensesLn 13$4.4M$2.9M$1.1M$414K
Information technologyLn 14$374K$69K$299K$5K
RoyaltiesLn 15$0
OccupancyLn 16$2.2M$1.5M$538K$82K
TravelLn 17$661K$566K$65K$30K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$273K$193K$68K$12K
InterestLn 20$2.3M$2.2M$94K$21K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$5.8M$4.5M$1.1M$240K
InsuranceLn 23$1.1M$136K$946K$6K
Other expenses (24a–d)Ln 24$8.5M$6.3M$1.9M$206K
All other expensesLn 24e$0
Total functional expensesLn 25$112.6M$95.2M$14.3M$3.2M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 15, 2026 $57.5M$83.1M−$25.6M$195.5M 990 PDF
FY2024Filed with the IRS May 13, 2025 $59.0M$81.2M−$22.2M$209.5M 990 PDF
FY2023Filed with the IRS May 13, 2024 $76.2M$91.1M−$14.9M$220.7M 990 PDF
FY2022 $87.6M$95.2M−$7.5M$229.5M 990 PDF
FY2021Filed with the IRS May 13, 2022 $96.0M$90.2M$5.9M$255.2M 990 PDF
FY2020 ViewingFiled with the IRS May 12, 2021 $112.4M$112.6M−$240K$211.7M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support F · Foreign M · Noncash J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $112,383,790 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,791,989$8,463,327
I-9 Program service revenuePrior year $98,992,031$98,392,227
I-10 Investment incomePrior year $10,321,093$5,328,529
I-11 Other revenuePrior year $8,892$199,707
I-12 Total revenuePrior year $115,114,005$112,383,790
I-13 Grants and similar amounts paidPrior year $43,533,233$46,677,089
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $37,662,995$37,640,112
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $31,712,346$28,307,089
I-18 Total expensesPrior year $112,908,574$112,624,290
I-19 Revenue less expensesPrior year $2,205,431−$240,500
Part VI · Governance 30 of 31 board members independent, 2 to look at
VI-1a Voting members of the governing body31
VI-1b Independent voting members30
VI-12a Written conflict of interest policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $112,383,790 across 12 lines filed
VIII-1e Government grants$3,342,360
VIII-1f All other contributions, gifts and grants$5,120,967
VIII-1g Noncash contributions (included above)$205,431
VIII-1h Total contributions, gifts and grants$8,463,327
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $98,392,227$98,392,227
VIII-3 Investment incomeExcluded from tax $2,157,632$2,157,632
VIII-5 Royalties$0
VIII-6 Net rental income or lossUnrelated business $16,313$16,313
VIII-7 Net gain or loss on sales of assetsRelated to mission $3,156,315 · Unrelated business $14,582$3,170,897
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $183,394$183,394
VIII-12 Total revenueRelated to mission $101,548,542 · Unrelated business $214,289 · Excluded from tax $2,157,632$112,383,790
Part IX · Statement of functional expenses $112,624,290 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individualsPrograms $46,063,089$46,063,089
IX-3 Grants and assistance to foreign recipientsPrograms $614,000$614,000
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $647,424 · Fundraising $225,225$872,649
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $22,625,439 · Management $4,576,007 · Fundraising $1,459,478$28,660,924
IX-8 Pension plan contributionsPrograms $1,097,364 · Management $270,927 · Fundraising $120,768$1,489,059
IX-9 Other employee benefitsPrograms $3,129,865 · Management $1,320,835 · Fundraising $167,856$4,618,556
IX-10 Payroll taxesPrograms $1,568,030 · Management $313,258 · Fundraising $117,636$1,998,924
IX-11a Management fees$0
IX-11b Legal feesManagement $86,519$86,519
IX-11c Accounting feesManagement $184,731$184,731
IX-11d Lobbying fees$0
IX-11f Investment management feesManagement $392,143$392,143
IX-11g Other fees for servicesPrograms $1,712,689 · Management $358,701 · Fundraising $53,493$2,124,883
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $2,909,149 · Management $1,080,519 · Fundraising $414,447$4,404,115
IX-14 Information technologyPrograms $69,488 · Management $298,919 · Fundraising $5,436$373,843
IX-15 Royalties$0
IX-16 OccupancyPrograms $1,533,201 · Management $538,350 · Fundraising $82,434$2,153,985
IX-17 TravelPrograms $566,358 · Management $64,507 · Fundraising $30,373$661,238
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $192,964 · Management $67,888 · Fundraising $11,891$272,743
IX-20 InterestPrograms $2,171,412 · Management $93,787 · Fundraising $20,571$2,285,770
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $4,457,768 · Management $1,131,413 · Fundraising $239,677$5,828,858
IX-23 InsurancePrograms $135,682 · Management $946,065 · Fundraising $6,126$1,087,873
IX-24 Other expenses (24a–d)Programs $6,309,096 · Management $1,934,856 · Fundraising $206,436$8,450,388
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $95,155,594 · Management $14,306,849 · Fundraising $3,161,847$112,624,290
Part X · Balance sheet $282,882,820 assets, 23 lines filed
X-1 Cash, non-interest-bearingStart of year $14,591,697$10,944,921
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivableStart of year $3,608,604$3,550,922
X-4 Accounts receivableStart of year $1,758,339$4,481,503
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $317,755$0
X-10c Land, buildings and equipment, netStart of year $109,750,222$106,832,176
X-11 Publicly traded securitiesStart of year $120,345,284$118,410,311
X-12 Other securitiesStart of year $36,286,920$30,426,164
X-13 Program-related investmentsStart of year $7,989,628$7,363,638
X-14 Intangible assets$0
X-15 Other assetsStart of year $923,056$873,185
X-16 Total assetsStart of year $295,571,505$282,882,820
X-17 Accounts payable and accrued expensesStart of year $8,158,079$5,675,941
X-19 Deferred revenueStart of year $2,489,964$2,535,906
X-20 Tax-exempt bond liabilitiesStart of year $55,281,702$54,321,396
X-24 Unsecured notes and loans payableStart of year $223,598$223,598
X-25 Other liabilitiesStart of year $6,606,715$8,144,519
X-26 Total liabilitiesStart of year $73,732,191$71,158,278
X-27 Net assets without donor restrictionsStart of year $124,316,840$117,858,215
X-28 Net assets with donor restrictionsStart of year $97,522,474$93,866,327
X-32 Total net assets or fund balancesStart of year $221,839,314$211,724,542
X-33 Total liabilities and net assetsStart of year $295,571,505$282,882,820
Part XI · Reconciliation of net assets $211,724,542 net assets at year end
XI-1 Total revenue$112,383,790
XI-2 Total expenses$112,624,290
XI-3 Revenue less expenses−$240,500
XI-4 Net assets at start of year$221,839,314
XI-5 Net unrealized gains (losses) on investments−$10,485,205
XI-9 Other changes in net assets$610,933
XI-10 Net assets at end of year$211,724,542

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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