2024-05-01T10:43:42-05:00 2023-06-30 990 2022-07-01 941698615 THOMAS AQUINAS COLLEGE THOM 8055254417 10000 OJAI ROAD SANTA PAULA CA 93060 DENNIS MCCARTHY TREASURER 8055254417 2024-04-29 DENNIS MCCARTHY 999009999 0 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DENNIS MCCARTHY 10000 OJAI ROAD SANTA PAULA CA 93060 41093691 0 X WWW.THOMASAQUINAS.EDU X 1971 CA POST SECONDARY EDUCATION-EDUCATIONAL ACTIVITIES 26 17 733 0 5915 0 18061601 16063696 17494354 18623983 582527 697094 641468 684461 36779950 36069234 3062258 3970829 0 0 19408837 20319232 117541 49403 1101777 15113075 16365764 37701711 40705228 -921761 -4635994 141655485 144911282 14920207 19543110 126735278 125368172 X THOMAS AQUINAS COLLEGE IS AN INSTITUTION THAT HAS FAITHFULLY PURSUED, ARTICULATED AND DEFENDED A SINGLE, WELL-DEFINED MISSION THROUGHOUT ITS 51 YEARS OF EXISTENCE. THAT MISSION IS STATED WELL IN ITS SELF-STUDY: TO PROVIDE FOR THE "LIBERAL EDUCATION OF STUDENTS ACCORDING TO THE NATURAL POWER OF REASON BY THE LIGHT OF THE CATHOLIC FAITH." 0 0 34760784 3970829 18813272 EDUCATIONAL ACTIVITIES 34760784 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 726 0 733 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 X 26 17 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 0 0 0 CO KY MA MD MI MS NH NV NY OH OR SC OK X X THOMAS AQUINAS COLLEGE 8055254417 10000 OJAI RD SANTA PAULA CA 930609621 BRIAN KELLY TUTOR, SECRETARY, BOARD MEMBER 40.00 X X 129889 0 36986 MICHAEL MCLEAN PRESIDENT, TUTOR, BOARD MEMBER 40.00 X X 115959 0 27809 PETER DELUCA VICE PRESIDENT, BOARD MEMBER 0.00 X X 0 0 0 R SCOTT TURICCHI BOARD MEMBER, CHAIRMAN 0.00 X X 0 0 0 DIETER HUCKESTEIN BOARD MEMBER, VICE CHAIRMAN 0.00 X X 0 0 0 ROBERT J BARBERA BOARD MEMBER 0.00 X 0 0 0 ANGELA Y CONNELLY BOARD MEMBER 0.00 X 0 0 0 ROBERT W ANDREWS BOARD MEMBER 0.00 X 0 0 0 STEVEN J CAIN DEAN, TUTOR, BOARD MEMBER 40.00 X 130779 0 37099 MILTON F DAILY JR BOARD MEMBER 0.00 X 0 0 0 MICHAEL K GRACE BOARD MEMBER 0.00 X 0 0 0 JOHN GUINEE BOARD MEMBER 0.00 X 0 0 0 THOMAS R KRAUSE BOARD MEMBER 0.00 X 0 0 0 MARK E MONTGOMERY BOARD MEMBER 0.00 X 0 0 0 BERNARDA NEAL BOARD MEMBER 0.00 X 0 0 0 LLOYD NOBLE II BOARD MEMBER 0.00 X 0 0 0 DONALD E SWARTZ BOARD MEMBER 0.00 X 0 0 0 ESTHER WACHTELL BOARD MEMBER 0.00 X 0 0 0 R JAMES WENSLEY BOARD MEMBER 0.00 X 0 0 0 MARTHA REICHERT BOARD MEMBER 0.00 X 0 0 0 RICHARD SPENCER BOARD MEMBER 0.00 X 0 0 0 ANDREW W ZEPEDA BOARD MEMBER 0.00 X 0 0 0 THOMAS J KAISER TUTOR, BOARD MEMBER 40.00 X 133885 0 29673 R GLEN COUGHLIN TUTOR, BOARD MEMBER 40.00 X 136575 0 37571 DENNIS MCCARTHY VP FOR FINANCE, TREASURER 40.00 X 135703 0 29674 JESSE JOHN BAER TUTOR 40.00 X 154748 0 36968 JON DALY DIRECTOR OF ADMISSIONS 40.00 X 150438 0 37185 CHRISTOPHER WEINKOPF EXECUTIVE DIRECTOR OF COLLEGE RELATIONS 40.00 X 147197 0 37132 PAUL O'REILLY TUTOR, VP FOR DEVELOPMENT, BOARD MEMBER 40.00 X 144508 0 37364 JOHN GOYETTE DEAN, TUTOR, BOARD MEMBER 40.00 X 143940 0 37381 1523621 0 384842 56 0 1 0 WIGGIN HYDROSEED LANDSCAPE 76 ASHUELOT RD NORTHFIELD MA 01360 HYDROSEEDING 830750 ELI PAINTING 49 SILVER STREET GREENFIELD MA 01301 PAINTING 103500 2 16063696 8579072 16063696 TUITION 611600 13484908 13484908 AUXILIARY 611710 5139075 5139075 18623983 655162 655162 250345 5915 244430 197520 0 197520 197520 197520 5145619 5103687 41932 41932 41932 110059 -79230 189289 189289 SEMINARS 611710 17513 17513 29794 29794 47307 36069234 18813272 5915 1186351 3970829 3970829 414638 182257 180715 51666 15220920 12499119 2375904 345897 543999 401365 122742 19892 3054676 2739413 277090 38173 1084999 866046 186879 32074 106541 26036 78107 2398 69000 9637 59363 49403 49403 2491395 2102022 313877 75496 129619 116342 13277 886426 494936 238603 152887 133065 38183 94882 2237788 2084755 128078 24955 338801 204870 42636 91295 109321 104130 5191 404007 377153 26854 3934806 3637539 297267 1794357 1580601 213756 UNRELATED BUSINESS INCO 28615 28615 CONTRACTED SERVICES 2350819 2191311 149169 10339 MISCELLANEOUS 664231 461836 119343 83052 EDUCATIONAL MATERIAL AN 613326 613326 73647 59078 3669 10900 40705228 34760784 4842667 1101777 611424 328435 3830539 1171582 3123152 8933842 437172 565407 349977 402370 95880 230114 1458949 610342 143221751 47728632 95696474 95493119 32098603 34513721 1083430 300931 2869885 2361419 141655485 144911282 3014659 2020442 1413826 1249605 8600000 15100000 1891722 1173063 14920207 19543110 X 94091818 90474827 32643460 34893345 126735278 125368172 141655485 144911282 X -4635994 3268889 -1 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 409091 X 0 29370705 1420250 3797703 1387706 58709 0 33142243 32002601 3765046 -4999190 1329062 28078 40612 29370705 25165115 3688125 4336320 1151645 35005 309 32002601 25271321 1124167 78373 1168429 59802 80515 25165115 24149822 254538 2068383 1077128 41430 82864 25271321 1.00000 0 0 10039815 10039815 123133872 40124012 83009860 9305286 7000866 2304420 742778 603754 139024 95493119 ANNUITIES 872216 CHARITABLE REMAINDER UNITRUST 25837 MCGEE TRUST 118973 OCHAL TRUST 156037 1173063 39260413 3268889 1520 1 3270410 35990003 79231 79231 36069234 40627534 1520 -79230 -77710 40705244 -16 -16 40705228 PART III, LINE 4: OUR LIBRARY COLLECTION INCLUDES WORKS OF ART, HISTORICAL ARTIFACTS, AND BOOKS AND MANUSCRIPTS THAT ARE RELATED TO OUR PROGRAM OF STUDIES. THE BOOKS AND MANUSCRIPTS, FOR EXAMPLE, ARE TYPICALLY EARLY EDITION IN THE ORIGINAL LANGUAGES OF THE BOOKS WE READ IN OUR PROGRAM OF STUDIES. THESE ITEMS ALLOW PROFESSORS AND STUDENTS TO REVIEW THE WORKS IN THEIR ORIGINAL FORM. THE WORKS OF ART AND OTHER HISTORICAL ARTIFACTS PROVIDE STUDENTS AND PROFESSORS WITH A SENSE OF CONTEXT FOR THE READINGS IN THE PROGRAM. PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 1. PART XI, LINE 4B - OTHER ADJUSTMENTS: COGS AS EXPENSE IN AUDITED FINANCIALS 79,230. ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS AS EXPENSE IN AUDITED FINANCIALS -79,230. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING -16. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLICIZED VIA OUR WEB-SITE X X X X X 1 MARTS & LUNDY 160 CHUBB AVE LYNDHURTS NJ 07071 CONSULTING 0 0 24543 -24543 BRIAN M WALSH 30 MC CAULEY LANE WILLIAMSTOWN MA 01267 CONSULTING 0 0 24860 -24860 49403 -49403 AK CO KY MD MA MI NV NH NY OH OK OR SC WA AZ DE ID IN IA MT NE SD VT WY AL AR CA CT DC FL GA HI IL KS LA ME MN MS MO NJ NM NC PA RI TN UT VA WV WI SCHEDULE G, PART I, LINE 2B, COLUMN (V) MARTS & LUNDY AND BRIAN M, WALSH WERE HIRED TO PROVIDE FUNDRAISING CONSULTATION. THE PURPOSE WAS TO HELP RAISE MAXIMUM FUNDS AND TO EXTEND THE MISSION OF THE COLLEGE. 1 STUDENT GRANTS 322 3970829 PART I, LINE 2: ALL GRANTS AND ASSISTANCE THAT ARE PROVIDED BY THOMAS AQUINAS COLLEGE ARE PART OF A NEED-BASED FINANCIAL AID PROGRAM THAT ASSISTS STUDENTS WITH THE COST OF TUITION, ROOM AND BOARD. BESIDES GRANTS, THE ONLY OTHER ASSISTANCE OFFERED IS A NEED-BASED EMPLOYMENT PROGRAM. THE FINANCIAL AID OFFICE MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF THE GRANTS AND ASSISTANCE, THE GRANTEE'S ELIGIBILITY FOR THE GRANTS AND ASSISTANCE, AND THE SELECTION CRITERIA USED TO AWARD THE GRANTS AND ASSISTANCE. ALL GRANTS AND ASSISTANCE ARE CAREFULLY MONITORED BY THOMAS AQUINAS COLLEGE. THE AMOUNTS ARE DISBURSED DIRECTLY INTO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD AND, CONSEQUENTLY, THE COLLEGE HAS FULL CONTROL OVER HOW THE GRANTS AND ASSISTANCE ARE USED. 0 0 0 0 0 0 0 0 0 JESSE JOHN BAER TUTOR 154748 0 0 0 0 0 5870 0 31098 0 191716 0 0 0 JON DALY DIRECTOR OF ADMISSIONS 150438 0 0 0 0 0 6087 0 31098 0 187623 0 0 0 CHRISTOPHER WEINKOPF EXECUTIVE DIRECTOR OF COLLEGE RELATI 147197 0 0 0 0 0 6034 0 31098 0 184329 0 0 0 PAUL O'REILLY TUTOR, VP FOR DEVELOPMENT, BOARD MEM 144508 0 0 0 0 0 6266 0 31098 0 181872 0 0 0 JOHN GOYETTE DEAN, TUTOR, BOARD MEMBER 143940 0 0 0 0 0 6283 0 31098 0 181321 0 0 0 R GLEN COUGHLIN TUTOR, BOARD MEMBER 136575 0 0 0 0 0 6488 0 31083 0 174146 0 0 0 STEVEN J CAIN DEAN, TUTOR, BOARD MEMBER 130779 0 0 0 0 0 6001 0 31098 0 167878 0 0 0 BRIAN KELLY TUTOR, SECRETARY, BOARD MEMBER 129889 0 0 0 0 0 5880 0 31106 0 166875 0 0 0 DENNIS MCCARTHY VP FOR FINANCE, TREASURER 135703 0 0 0 0 0 6267 0 23407 0 165377 0 0 0 THOMAS J KAISER TUTOR, BOARD MEMBER 133885 0 0 0 0 0 6266 0 23407 0 163558 0 0 0 MICHAEL MCLEAN PRESIDENT, TUTOR, BOARD MEMBER 115959 0 0 0 0 0 5404 0 22405 0 143768 0 0 0 X 18449 FMV X 1 15500 FMV X 17 1544262 FMV X 1 200000 APPRAISAL X GARDEN PLANTS 11 16021 FMV 0 1 1 PART I, LINE 32B: THE COLLEGE USED MORGAN STANLEY CO., CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. (CBIS) OR OTHER PARTIES TO SELL SECURITIES-PUBLICLY TRADED NON-CASH CONTRIBUTIONS. FORM 990, PART V, LINE 3B FORM WILL BE FILED BY OCTOBER 15, 2024 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE ACCOUNTANT, REVIEWED BY THE VICE-PRESIDENT FOR FINANCE, VICE-PRESIDENT FOR DEVELOPMENT AND SELECTED BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS SELF-MONITORED, AND ANY QUESTIONS REGARDING CONFLICT OF INTEREST ARE REVIEWED BY THE VICE PRESIDENT FOR FINANCE AND THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT AND ALL TUTORS (PROFESSORS) ARE MEMBERS OF THE FACULTY AND PAID ON THE FACULTY SALARY SCALE WITH NO ADJUSTMENTS FOR THEIR POSITION. THE FACULTY SCALE IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF GOVERNORS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE COLLEGE WILL PROVIDE COPIES OF ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS. FORM 990, PART XI, LINE 9: ROUNDING -1.