The Caltech Y FY2021 filing

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To enrich student life and challenge students to grow into responsible citizens of the world.

Form 990 Part I, line 1, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 95-1684790) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
$276K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $443K a year · 31% of revenue · last 6 filings
A surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
82%
of spending
82% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$276K
to officers and key staff · 37% of spending
Pay to officers and key staff is 37% of spending.
Part VII, Section A
29.9 mo
of spending, in cash
29.9 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
9
named funders · $195K
9 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$35K
0.6% of total assets
Liabilities are 0.6% of assets.
Pt X · Ln 26
Independent board members
25
of 25 voting members
25 of 25 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$3.5M
+319% vs prior year
Spent
$748K
To programs
82%
Net assets
$6.2M
By yearFY2020–FY2025
Revenue
$3.5M
FY2021▲ +319%
Tap a bar for its year
Revenue by fiscal year
FY2020$824K
FY2021$3.5M
FY2022$1.1M
FY2023$1.1M
FY2024$997K
FY2025$1.2M
Expenses
$748K
FY2021▼ -11%
Tap a bar for its year
Expenses by fiscal year
FY2020$845K
FY2021$748K
FY2022$924K
FY2023$1.2M
FY2024$1.2M
FY2025$1.1M
Net assets
$6.2M
FY2021▲ +78%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.5M
FY2021$6.2M
FY2022$9.1M
FY2023$9.9M
FY2024$11.1M
FY2025$11.9M

From the FY2021 Form 990 (year ending September 2021) · figures checked against the IRS filing · see the original

You’re viewing the FY2021 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 May 1949.

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

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $615K Management & general 14% · $104K Fundraising 15% · $109K

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

50 people listed on the 990; $276K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Executive Director
$138,000Pt VII · Sec A
Executive Director
$138,000Pt VII · Sec A
$0Pt VII · Sec A
Student Excomm President
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Athena R Castro’s $161K as Executive Director is at the 97th percentile of top reported officer pay among 1613 $100K–1M 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 · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Athena R Castro$160,920$156,718$145,157$144,200$138,000$130,476

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 The Caltech Y 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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Enriches student life and challenges them to grow into responsible global citizens.

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4 programs · $1.2M · in their own filed words · FY2020
01

Student Programs

The student executive committee (excomm), y-outdoors and student activism speaker series (sass) committees, and community service project leaders - including student leaders planned and implemented approximately 50 programs during the 2020-2021 academic year.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 95-1684790) · Dispute this line
$589Kprogram expense
02

Student Programs

The student executive committee (excomm), y-outdoors and student activism speaker series (sass) committees, and community service project leaders - including student leaders planned and implemented approximately 50 programs during the 2020-2021 academic year.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 95-1684790) · Dispute this line
$523Kprogram expense
03

Friends Dinners and Activities

Dinners, usually held two to three times a year, provide an opportunity for caltech alumni, students and friends to get acquainted while also being educated by guest speakers. Guests speakers range from caltech professors to prominent community members. Occasional activities involve educational field trips for alumni and friends of the y.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 95-1684790) · Dispute this line
$26Kprogram expense
04

Friends Dinners and Activities

Dinners, usually held two to three times a year, provide an opportunity for caltech alumni, students and friends to get acquainted while also being educated by guest speakers. Guests speakers range from caltech professors to prominent community members. Occasional activities involve educational field trips for alumni and friends of the y.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 95-1684790) · Dispute this line
$26Kprogram 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 · FY2024
See all 9 funders →
Grants paid · 4 grants · $131K · 2023–2024
Unitemized GrantFY2024$39,494
Unitemized GrantFY2024$8,150
Unitemized GrantFY2023$47,986
Unitemized GrantFY2023$35,195

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$3.5M
Ln 12
Investment incomeLn 3$2.9M
Gifts and grantsLn 1h$548K
Fees for servicesLn 2g$15K
Money outPt IX
$748K
Ln 25
Programscol B$615K
Managementcol C$104K
Fundraisingcol D$109K
Owns and owesPt X
$6.2M
net assets · Ln 32
Cash and savingsLn 1–2$1.9M
Total assetsLn 16$6.2M
LiabilitiesLn 26$35K
PeoplePt VI, VII
50
listed · VII A
PaidVII A2
Voting boardVI 1a25
IndependentVI 1b25
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$548K
Fees for servicesLn 2g$15K
Investment incomeLn 3$2.9M
Other incomeLn 4–11$7K
Total revenueLn 12$3.5M
Assets in detailPt X, end of year
Cash and savings togetherLn 1–2$1.9M
Total assetsLn 16$6.2M
LiabilitiesLn 26$35K
Net assetsLn 32$6.2M
OperationsPt I, VI
EmployeesI 59
VolunteersI 6364
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Aug 13, 2026 $1.2M$1.1M$22K$11.9M 990 PDF
FY2024Filed with the IRS Aug 14, 2025 $997K$1.2M−$183K$11.1M 990 PDF
FY2023Filed with the IRS Aug 9, 2024 $1.1M$1.2M−$73K$9.9M 990 PDF
FY2022Filed with the IRS Aug 15, 2023 $1.1M$924K$208K$9.1M 990 PDF
FY2021 ViewingFiled with the IRS Aug 12, 2022 $3.5M$748K$2.7M$6.2M 990 PDF
FY2020Filed with the IRS Aug 17, 2021 $824K$845K−$22K$3.5M 990 PDF

Schedules filed Part IV

A · Public support O · Explanations
See the full FY2021 990
Part VI · Governance 25 of 25 board members independent, 1 to look at
VI-1a Voting members of the governing body25
VI-1b Independent voting members25
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes

Form 990 e-file FY2021 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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