2024-08-09T16:02:11-05:00 2023-09-30 954659692 LUCAS HORSFALL MURPHY & PINDROH LLP 299 N EUCLID AVENUE 2ND FLOOR PASADENA CA 91101 990 2022-10-01 951684790 THE CALTECH Y CALT 6263956163 1200 E CALIFORNIA BLVD MC-C1-128 PASADENA CA 91125 ATHENA R CASTRO EXECUTIVE DIRECTOR 6263956163 2024-08-09 1 1 X LESLIE S SOBOL P00057624 6267445100 2024-08-09 2022 2024-08-08 14:25:15Z X ATHENA R CASTRO 1200 E CALIFORNIA BLVD MC-C1-128 PASADENA CA 91125 1094149 0 X WWW.CALTECHY.ORG X 1948 CA TO ENRICH STUDENT LIFE AND CHALLENGE STUDENTS TO GROW INTO RESPONSIBLE CITIZENS OF THE WORLD. 23 23 10 273 0 0 789018 799429 105708 152928 214713 116839 22793 24953 1132232 1094149 0 0 0 0 622224 611126 0 0 158113 301973 556457 924197 1167583 208035 -73434 9366292 10177502 232010 290430 9134282 9887072 X TO ENRICH STUDENT LIFE AND CHALLENGE STUDENTS TO GROW INTO RESPONSIBLECITIZENS OF THE WORLD. 0 0 756064 115681 STUDENT PROGRAMS - APPROXIMATELY 20 VOLUNTEER STUDENT LEADERS PARTICIPATED IN VARIOUS COMMITTEES, SUCH AS THE STUDENT EXECUTIVE COMMITTEE (EXCOMM), Y-OUTDOORS, SOCIAL ACTIVISM SPEAKER SERIES, AND COMMUNITY SERVICE COMMITTEES TO HELP PLAN AND IMPLEMENT APPROXIMATELY 70 PROGRAMS DURING THE 2022-2023 ACADEMIC YEAR, INCLUDING THE FOLLOWING:COMMUNITY SERVICE PROGRAMMING WAS THE LARGEST CATEGORY AND INCLUDED THE RISE TUTORING PROGRAM FOR MIDDLE AND HIGH SCHOOL STUDENTS IN THE PASADENA UNIFIED SCHOOL DISTRICT, MAKE-A-DIFFERENCE DAY VOLUNTEER EVENT WITH 9 LOCAL NON-PROFITS, THE COMMUNITY SERVICE AND ADVOCACY FAIR, AND THE UNION STATION ADOPT-A-MEAL PROGRAM. THE CALTECH Y ALSO PROVIDED VOLUNTEERS FOR THE YOUTH OF PROMISE PROGRAM WITH THE FLINTRIDGE CENTER, THE YOUNG LEGENDS PROGRAM, AND AN OUTREACH EVENT FOR A LOCAL ELEMENTARY SCHOOL. IN ADDITION, THE CALTECH Y WAS ABLE TO EXPAND THE RISE TUTORING PROGRAM TO LAUNCH AN ONLINE TUTORING COMPONENT CALLED Y-TUTOR FOR COLLEGE STUDENTS WHO PARTICIPATED IN THE RISE PROGRAM AS WELL AS STEAM SUMMER EXPERIENCE PROGRAM FOR 3RD-6TH GRADE STUDENTS. THERE WERE 273 COMMUNITY SERVICE VOLUNTEERS, WHICH INCLUDED 36 ALUMS WHO VOLUNTEERED AS TUTORS FOR THE Y-TUTOR PROGRAM.OUTDOOR EVENTS CONSISTED OF AN ON-CAMPUS ADVENTURE 101 TALK ON GREATER HIKES IN THE LA AREA, 2 CAMPING TRIPS TO STATE PARKS, AND 4 DAY HIKES AND TRIPS.CULTURAL, EDUCATIONAL, AND SOCIAL PROGRAMS INCLUDED FIRST AID BASICS, AN ORIGAMI WORKSHOP, AND 2 FILM SCREENINGS AND CONVERSATIONS WITH THE FILMMAKERS: WHO KILLED VINCENT CHIN WITH PRODUCER, RENEE TAJIMA-PEA AND CAN WE ALL GET ALONG WITH DIRECTOR, PABLO MIRALLES. IN ADDITION, THE CALTECH Y HOSTED 10 DIFFERENT SPEAKERS ON VARIOUS TOPICS RANGING FROM GENERATIVE AI TO THE GENDER GAP IN MATHEMATICS TO SOCIAL JUSTICE AND STEM FIELDS. THE CALTECH Y ALSO CO-SPONSORED WORLD FEST, A CELEBRATION OF INTERNATIONAL CULTURES AT CALTECH, A SCIENCE POLICY TRIP TO WASHINGTON, DC, AND AN ALTERNATIVE SPRING BREAK TRIP TO HAWAI'I EXPLORING NATIVE HAWAI'IAN APPROACHES TO SUSTAINABILITY.OTHER SOCIAL PROGRAMMING INCLUDED 6 EXPLORE LA TRIPS TO MUSICALS, CONCERTS, MUSEUMS, AMUSEMENT PARKS, AND 3 DECOMPRESSION EVENTS BEFORE FINALS FOR UNDERGRADUATE STUDENTS.THE CALTECH Y DISTRIBUTED THE FOLLOWING AWARDS/SCHOLARSHIPS TO STUDENTS:3 PAUL STUDENSKI MEMORIAL AWARDS8 PATRICK HUMMEL & HARRY GRAY TRAVEL AWARDS2 ADVOCATING CHANGE TOGETHER AWARDS3 LUCY GUERNSEY SERVICE AWARDS6 GUNILLA HASTRUP MEMORIAL ADVENTURE AWARD3 RISE SERVICE AWARDS11 RISE SCHOLARSHIPS 65740 37248 FRIENDS DINNERS AND ACTIVITIES - FRIENDS DINNERS PROVIDE AN OPPORTUNITY FOR CALTECH ALUMNI, STUDENTS AND FRIENDS TO GET ACQUAINTED WHILE ALSO BEING EDUCATED BY GUEST SPEAKERS. GUEST SPEAKERS TYPICALLY RANGE FROM CALTECH FACULTY TO PROMINENT COMMUNITY MEMBERS. DURING THE 2022-23 YEAR, THE CALTECH Y HELD THREE DINNERS WITH GUEST SPEAKERS: DR. EUGENIA CHENG (117 GUESTS), DR. LAURIE LESHIN (163 GUESTS), AND JANE OLSON (106 GUESTS). 821804 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 7 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA X X ATHENA R CASTRO 6263956163 1200 E CALIFORNIA BLVD MC C1-128 PASADENA CA 91125 SUSAN CLAYTON DIRECTOR 0.00 X 0 0 0 LAURICE BALIAN DIRECTOR 0.00 X 0 0 0 SARAH BARRETT STUDENT EXCOMM 0.00 X 0 0 0 FRED CLAYTON DIRECTOR 0.00 X 0 0 0 MELANY HUNT GOVERNANCE COMMITTEE CHAIR 0.00 X 0 0 0 MARISU JIMENEZ DIRECTOR 0.00 X 0 0 0 SUSAN MURAKAMI ADVANCE COMMITTEE CHAIR 0.00 X 0 0 0 MARY WAHL VICE CHAIR 0.00 X X 0 0 0 CINDY BENGTSON BOARD CHAIR 0.00 X X 0 0 0 NATHAN DALLESKA DIRECTOR 0.00 X 0 0 0 KEVIN GILMARTIN VP STUDENT AFFAIRS 0.00 X 0 0 0 NICOLAS VON GERSDORFF SECRETARY 0.00 X X 0 0 0 KRISTINA STOYANOVA STUDENT EXCOMM 0.00 X 0 0 0 MICHELE JUDD DIRECTOR 0.00 X 0 0 0 KEVIN MAXWELL TREASURER 0.00 X X 0 0 0 DOUG REES DIRECTOR 0.00 X 0 0 0 ALBERT KYI STUDENT EXCOMM PRESIDENT 0.00 X 0 0 0 ALEXANDRA HARASZTI STUDENT VP OF INTERNAL AFFAIRS 0.00 X 0 0 0 CATHERINE KO STUDENT VP OF OPERATIONS 0.00 X 0 0 0 KATIE CLARK DIRECTOR 0.00 X 0 0 0 JOSEPH KIM STUDENT VP OF EXT RELATIONS 0.00 X 0 0 0 MIKE NOLL DIRECTOR 0.00 X 0 0 0 DEBBIE DISON-HALL DIRECTOR 0.00 X 0 0 0 ATHENA R CASTRO EXECUTIVE DIRECTOR 40.00 X 145157 0 0 145157 0 0 1 0 0 0 0 X 238280 561149 799429 STUDENT PROGRAM FEES 611710 115681 115681 FRIENDS DINNER & ACTIV 611710 37247 37247 152928 104431 104431 24573 0 24573 24573 24573 12408 0 12408 12408 12408 380 0 380 380 1094149 177881 0 116839 145157 108867 14516 21774 347728 261607 43051 43070 33008 28323 2471 2214 46490 40179 5667 644 38743 31585 3662 3496 61588 61588 87811 8363 574 78874 38653 6058 31975 620 3994 3693 301 76386 61266 9299 5821 5690 5690 30767 25694 5073 PROGRAM ACTIVITIES 168524 168524 TRAVEL,MEETINGS,&CONFER 71034 65646 3788 1600 EQUIPMENT & MAINTENANCE 12010 11999 11 1167583 821804 187666 158113 574852 646248 17137 53031 19095 16164 22779 22779 0 0 3413573 3901654 5341635 5560405 9366292 10177502 100202 119642 131808 170788 232010 290430 X 1379700 1614523 7754582 8272549 9134282 9887072 9366292 10177502 -73434 826222 0 X 0 0 0 X X 1 CALIFORNIA INSTITUTE OF TECHNOLOGY 951643307 2 1 238280 0 1 238280 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 X 1 1 PART IV,SECTION E, LINE 2A - EXPLANATION OF SUPPORTED ORGANI THE MISSION OF THE CALTECH Y IS HARMONIOUS WITH THAT OF THE INSTITUTE. SEE LIST OF PROGRAMS PROVIDED IN SCHEDULE O (SUPPLEMENTAL INFO). THE ACTIVITIES OF THE Y, WHICH ARE IN SUPPORT OF THE STUDENTS AT CALTECH COMPRISE 100% OF THE ORGANIZATION'S PROGRAM SERVICES. PART IV, SECTION E, LINE 2B - EXPLANATION OF ORGANIZATION'S THE STUDENT PROGRAM ACTIVITIES CONDUCTED THROUGH THE CALTECH Y (SEE LIST PROVIDED IN SCHEDULE O) WOULD IN LARGE PART BE PROVIDED BY THE INSTITUTE WERE IT NOT FOR THE EXISTENCE OF THE Y. HOWEVER, THE INDEPENDENCE OF THE Y ALLOWS IT TO HOST CERTAIN SPEAKERS AND EVENTS THAT THE INSTITUTE WOULD NOT NORMALLY ACCOMMODATE. SUPPLEMENTAL INFORMATION CONTRIBUTIONS NOT REPORTED AS REVENUE (PART II OR PART III, LINE 1) NO DIRECT MONETARY SUPPORT WAS PROVIDED TO THE CALIFORNIA INSTITUTE OF TECHNOLOGY ("CALTECH"). HOWEVER, THE FOLLOWING SERVICES WERE PROVIDED TO THE STUDENTS OF CALTECH: THE STUDENT EXECUTIVE COMMITTEE (EXCOMM), OUTDOOR ADVENTURE PROGRAMS, SOCIAL ACTIVISM SPEAKER SERIES, COMMUNITY SERVICE PROJECTS, INTERNATIONAL FOOD FESTIVAL, MARTIN LUTHER KING JR. COMMEMORATION WEEK EVENTS, DECOMPRESSION, UNION STATION HOMELESS SHELTER, ALTERNATIVE SPRING BREAK, MAKE-A-DIFFERENCE DAY, WASHINGTON D.C. SCIENCE POLICY TRIP, EXPLORE LA, AND LIFE SKILLS EDUCATION PROGRAMS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8762546 11100 965028 273329 9465345 10225450 7910 -1225953 244861 8762546 3421076 2873563 2232906 2279921 6247624 3403576 70145 157707 210352 3421076 3481527 166549 244500 3403576 0.14000 0.81000 0.05000 0 1 1 22779 22779 0 0 BENEFICIAL INTEREST IN ENDOWMENT FUNDS 5560405 5560405 X IN-KIND RENTAL CONTRIBUTION 0 75600 0 0 0 PART I, LINE 30B: THE ORGANIZATION OPERATES FROM A FACILITY OWNED BY THE CALIFORNIA INSTITUTUE OF TECHNOLOGY ("CALTECH"). CALTECH DOES NOT CHARGE THE ORGANIZATION RENT FOR USE OF THE FACILITIES. FORM 990, PART VI, SECTION A, LINE 2 FRED CLAYTON SUSAN CLAYTON DIRECTOR DIRECTOR MARRIED FORM 990, PART VI, SECTION A, LINE 8B ALTHOUGH NO COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY, MINUTES OF COMMITTEE MEETINGS ARE DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS DISTRIBUTED TO FINANCE COMMITTEE FOR DETAILED REVIEW PRIOR TO FILING AND IS AVAILABLE TO ENTIRE BOARD OF DIRECTORS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, MANAGEMENT CIRCULATES QUESTIONNAIRE TO BOARD OF DIRECTORS INQUIRING IF THERE ARE ANY CONFLICTS OF INTEREST OR RELATED-PARTY TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15A THE MEMBERS OF THE EXECUTIVE, GOVERNANCE, AND FINANCE COMMITTEES REVIEW THE COMPENSATION OF THE EXECUTIVE DIRECTOR ANNUALLY. PERIODICALLY, BUT NOT NECESSARILY ANNUALLY, THEY WOULD REVIEW THE COMPENSATION OF THE PROGRAM DIRECTOR, DEVELOPMENT DIRECTOR AND/OR OTHER STAFF. THEIR COMPENSATION REVIEW TAKES INTO CONSIDERATION COMPARABILITY DATA OF OTHER NON-PROFIT ORGANIZATIONS IN LOS ANGELES COUNTY. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS POSTED TO THE WEBSITE FOR THE CALIFORNIA ATTORNEY GENERAL'S REGISTRY OF CHARITABLE TRUSTS. FORM 990, GOVERNING DOCUMENTS, POLICIES AND FINANCIAL INFORMATION ARE AVAILABLE FOR INSPECTION AT THE CALTECH Y OFFICE. FORM 990, PART VIII, LINE 6D THE RENTAL INCOME RELATES TO CAMPING AND EVENT EQUIPMENT RENTED TO STUDENTS AND THE CALTECH COMMUNITY FOR CAMPING TRIPS AND OTHER EXTRACURRICULAR ACTIVITIES. THIS ITEM IS TIED TO THE CALTECH Y'S OVERALL MISSION TO ENRICH STUDENT LIFE BY FOSTERING COMMUNITY AND ENCOURAGING A BALANCED LIFESTYLE THROUGH RECREATION. CALIFORNIA INSTITUTE OF TECHNOLOGY 1200 E CALIFORNIA BLVD PASADENA CA 91125 951643307 HIGHER EDUCATION CA 501(C)(3) LINE 2 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CALIFORNIA INSTITUTE OF TECHNOLOGY C 238280 CASH SCHEDULE R - ADDITIONAL INFORMATION THE ORGANIZATION OPERATES FROM A FACILITY OWNED BY THE CALIFORNIA INSTITUTUE OF TECHNOLOGY ("CALTECH"). CALTECH DOES NOT CHARGE THE ORGANIZATION RENT FOR USE OF THE FACILITIES.