HAMPSHIRE COLLEGE TRUSTEES: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HAMPSHIRE COLLEGE TRUSTEES (EIN 04-6130872)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-25
- IRS object ID
- 202521159349300812
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-25T08:15:33-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO INTERNATIONAL PLACE 22ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046130872 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMPSHIRE COLLEGE TRUSTEES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAMP | BusinessNameControlTxt |
| Phone | 4135494600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 893 WEST STREET | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TANA BOONE | PersonNm |
| Person Title | VP ADMIN, FINANCE & TREASURER | PersonTitleTxt |
| Phone | 4135494600 | PhoneNum |
| Signature | 2025-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J KENNEY | PreparerPersonNm |
| PTIN | P00202198 | PTIN |
| Phone | 6177170831 | PhoneNum |
| Preparation | 2025-04-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EDWARD C WINGENBACH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 893 WEST STREET | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $66,396,621 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HAMPSHIRE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | INSPIRE STUDENTS TO CONTRIBUTE TO KNOWLEDGE, JUSTICE AND POSITIVE CHANGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 909 | TotalEmployeeCnt |
| Total Volunteers | 243 | TotalVolunteersCnt |
| Total Gross UBI | $2,031,018 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,531,646 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,863,771 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $32,254,848 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $47,817,011 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$402,937 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,009,205 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,464,734 | PYOtherRevenueAmt |
| CY Other Revenue | $3,706,137 | CYOtherRevenueAmt |
| PY Total Revenue | $44,848,291 | PYTotalRevenueAmt |
| CY Total Revenue | $58,396,124 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,213,435 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $30,834,493 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,788,481 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,697,397 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,666,376 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,123,553 | PYOtherExpensesAmt |
| CY Other Expenses | $17,378,900 | CYOtherExpensesAmt |
| PY Total Expenses | $59,125,469 | PYTotalExpensesAmt |
| CY Total Expenses | $74,910,790 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$14,277,178 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$16,514,666 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $86,346,229 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,057,999 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,076,719 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,992,484 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $58,269,510 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,065,515 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF HAMPSHIRE COLLEGE IS TO FOSTER A LIFELONG PASSION FOR LEARNING, INQUIRY, AND ETHICAL CITIZENSHIP THAT INSPIRES STUDENTS TO CONTRIBUTE TO KNOWLEDGE, JUSTICE, AND POSITIVE CHANGE IN THE WORLD AND, BY DOING SO, TO TRANSFORM HIGHER EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $54,288,421 | ExpenseAmt |
| Grant | $30,834,493 | GrantAmt |
| Revenue | $39,292,660 | RevenueAmt |
| Desc | INSTRUCTIONAL AND OTHER EDUCATIONAL ACTIVITIES. HAMPSHIRE COLLEGE PROVIDES INSTRUCTION FOR 800 UNDERGRADUATE STUDENTS AND EMPLOYS 55 FTE FACULTY. EDUCATIONAL DELIVERY ALSO INCLUDES STUDENT FINANCIAL AID PROGRAMS. FINANCIAL AID INCLUDES GRANTS, SCHOLARSHIPS, AND GOVERNMENT AID AWARDS TO ASSIST STUDENTS IN THE FINANCIAL COST OF ATTENDING HAMPSHIRE COLLEGE. 100% OF OUR FACULTY HAVE PH.D OR OTHER TERMINAL DEGREES IN THEIR FIELDS. ACCREDITATION: HAMPSHIRE COLLEGE IS FULLY ACCREDITED BY THE NEW ENGLAND ASSOCIATION OF SCHOOLS AND COLLEGES. MEMBERSHIP IN THE ASSOCIATION INDICATES THAT THE INSTITUTION HAS BEEN CAREFULLY EVALUATED AND FOUND TO MEET STANDARDS AGREED UPON QUALIFIED EVALUATORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,179,321 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $10,188,245 | RevenueAmt |
| Desc | INCLUDES THE COST OF HEALTH SERVICES, RECREATIONAL ATHLETICS, DEAN OF STUDENT'S OFFICE EXPENSES AND OTHER SUPPORT SERVICES FOR STUDENTS. HAMPSHIRE IS ONE OF 44 COLLEGES PROFILED IN COLLEGES THAT CHANGE LIVES (CTCL) FOR "DEVELOPING POTENTIAL, VALUES, INITIATIVE, AND RISK-TAKING" IN STUDENTS. CTCL SAYS OF HAMPSHIRE, "NO COLLEGE HAS STUDENTS WHOSE INTELLECTUAL THYROIDS ARE MORE ACTIVE OR WHOSE MINDS ARE MORE COMPASSIONATELY ENGAGED." BEING PART OF HAMPSHIRE IS A WHOLE NEW WAY OF LIFE, CENTERED ON COMMUNITY. STUDENTS ARE INTEGRAL TO EVERY PART OF THE COLLEGE, SERVING ON THE BOARD OF TRUSTEES, HIRING COMMITTEES, BUDGET COMMITTEES), AND MORE. 85% OF STUDENTS LIVE ON CAMPUS. OVER 100 CLUBS, SPORTS, AND ORGANIZATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $768,334 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $7,835 | RevenueAmt |
| Desc | SPONSORED RESEARCH AND RESTRICTED EXPENSES: INCLUDES ALL PRIVATE AND FEDERAL FUNDS RECEIVED FOR SPONSORED RESEARCH AND RESTRICTED ACTIVITIES. GRANTS FROM CORPORATIONS, FOUNDATIONS, AND GOVERNMENT AGENCIES SUPPORT EDUCATIONAL PROGRAMMING, PROGRAM DEVELOPMENT, INDIVIDUAL FACULTY RESEARCH, AND ENDOWED SCHOLARSHIPS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $64,236,076 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 112 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 909 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TANA BOONE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4135494600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 893 WEST STREET | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01002 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| EDWARD WINGENBACH | |||||||||
| PRESIDENT | 35.00 | Yes (X) | Yes (X) | $403,918 | $0 | $75,632 | |||
| LILI KIM | |||||||||
| FACULTY TRUSTEE | 35.00 | Yes (X) | $106,696 | $0 | $13,114 | ||||
| RENEE SWEENEY | |||||||||
| STAFF TRUSTEE | 35.00 | Yes (X) | $88,500 | $0 | $9,489 | ||||
| JOSE FUENTES | |||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ELLE K CHAN | |||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE SMITH | |||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JULIE SCHECTER | |||||||||
| SECRETARY OF THE BOARD (UNTIL 06/24), TRUSTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ERIK BENAU | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD CANTWELL | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAYNA CUNNINGHAM | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERICA HUGGINS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JESS LIN JIMENEZ | |||||||||
| STUDENT TRUSTEE ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| EDDIE MANDHRY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| OSHIN PANDEY | |||||||||
| STUDENT TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALICE PETTY | |||||||||
| ALUMNI TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL PLENTY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JUANA SCHURMAN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA SHUFRO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JORDAN STRAUSS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELLEN STURGIS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANANDA VALENZUELA | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANN-MARIE WHITE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WENDY WEBB WILLIAMS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CELIA WU | |||||||||
| ALUMNI TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ZAUYAH WAITE | |||||||||
| VP OF STUDENT AFFAIRS | 35.00 | Yes (X) | $143,197 | $0 | $14,494 | ||||
| GARY HAWKINS | |||||||||
| VP OF ACADEMIC AFFAIRS (AS OF 7/1/23) | 35.00 | Yes (X) | $84,837 | $0 | $7,184 | ||||
| TANA BOONE | |||||||||
| VP ADMIN, FIN. & TREAS. (AS OF 10/23) | 35.00 | Yes (X) | $65,536 | $0 | $1,760 | ||||
| SAMANTHA PLEASANT | |||||||||
| SECRETARY OF THE COLLEGE | 35.00 | Yes (X) | $79,068 | $0 | $14,686 | ||||
| JENNIFER CHRISLER | |||||||||
| CHIEF ADVANCEMENT OFFICER | 35.00 | $239,218 | $0 | $31,486 | Yes (X) | ||||
| SHEILA LLOYD | |||||||||
| SVP OF JUSTICE, EQUITY & ANTIRACISM | 35.00 | $174,827 | $0 | $7,790 | Yes (X) | ||||
| FUMIO SUGIHARA | |||||||||
| DEAN OF ADMISSIONS AND FIN | 35.00 | $144,535 | $0 | $15,616 | Yes (X) | ||||
| YANIRIS FERNANDEZ | |||||||||
| ASSOCIATE VP OF AA | 35.00 | $130,145 | $0 | $15,587 | Yes (X) | ||||
| JACOB TOOMEY | |||||||||
| ASSOCIATE VP OF HUMAN RESOURCES | 35.00 | $131,022 | $0 | $17,441 | Yes (X) | ||||
| JOHN DINEEN | |||||||||
| ASSOCIATE VP OF FINANCE | 35.00 | $132,760 | $0 | $9,000 | Yes (X) | ||||
| LAURA WENK | |||||||||
| DIRECTOR OF ASSESSMENT & PROFESSOR | 35.00 | $114,724 | $0 | $13,602 | Yes (X) | ||||
| OMAR DAHI | |||||||||
| FORMER VP OF AA | 35.00 | $123,201 | $0 | $6,120 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,162,184 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $253,001 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNIVERSITY HEALTH SERVICES | |||||
| UNIVERSITY OF MASSACHUSETTS | AMHERST | MA | 01002 | HEALTH SERVICES | $1,053,642 |
| ELLUCIAN COMPANY LLC | |||||
| 62578 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | IT MANAGEMENT SERVICES | $1,024,944 |
| FIVE COLLEGES INC | |||||
| 95 SPRING STREET | AMHERST | MA | 01002 | ADMINISTRATIVE SERVICES | $981,450 |
| SETH MIAS CATERING | |||||
| 410 N MAIN STREET | LEEDS | MA | 01053 | CATERING SERVICES | $268,794 |
| CLIFTONLARSONALLEN LLP | |||||
| INTERNATIONAL PL 22ND FLOOR | BOSTON | MA | 02110 | AUDIT AND TAX SERVICES | $157,658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $763,816 | GovernmentGrantsAmt |
| All Other Contributions | $5,099,955 | AllOtherContributionsAmt |
| Noncash Contributions | $1,855,968 | NoncashContributionsAmt |
| Total Contributions | $5,863,771 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $39,292,660 | $39,292,660 |
| ROOM | 721000 | $5,637,246 | $5,637,246 |
| BOARD | 722320 | $2,879,270 | $2,879,270 |
| SPONSORED RESEARCH | 900099 | $7,835 | $7,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $47,817,011 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $668,142 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$3,450 | UnrelatedBusinessRevenueAmt |
| Exclusion | $671,592 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,341,560 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,000,497 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $341,063 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $341,063 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $60 | UnrelatedBusinessRevenueAmt |
| Exclusion | $341,003 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| AUXILIARY ENTERPRISES | 721000 | $2,575,200 | $540,792 | $2,034,408 |
| HAMPSHIRE COLLEGE CHILD CENTER | 624410 | $587,056 | $587,056 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $543,881 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $543,881 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,706,137 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,396,124 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,488,740 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,031,018 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,012,595 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,294,706 | TotalAmt |
| Program Services | $30,294,706 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,787 | TotalAmt |
| Program Services | $539,787 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,686,538 | TotalAmt |
| Program Services | $589,748 | ProgramServicesAmt |
| Management And General | $791,771 | ManagementAndGeneralAmt |
| Fundraising | $305,019 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,735,991 | TotalAmt |
| Program Services | $16,775,592 | ProgramServicesAmt |
| Management And General | $2,170,959 | ManagementAndGeneralAmt |
| Fundraising | $789,440 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,070,332 | TotalAmt |
| Program Services | $909,782 | ProgramServicesAmt |
| Management And General | $117,737 | ManagementAndGeneralAmt |
| Fundraising | $42,813 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,696,572 | TotalAmt |
| Program Services | $2,292,086 | ProgramServicesAmt |
| Management And General | $296,623 | ManagementAndGeneralAmt |
| Fundraising | $107,863 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,507,964 | TotalAmt |
| Program Services | $1,281,770 | ProgramServicesAmt |
| Management And General | $165,876 | ManagementAndGeneralAmt |
| Fundraising | $60,318 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,045 | TotalAmt |
| Management And General | $104,045 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,695 | TotalAmt |
| Management And General | $142,695 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277 | TotalAmt |
| Management And General | $277 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,200 | TotalAmt |
| Management And General | $162,200 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $786,478 | TotalAmt |
| Program Services | $312,045 | ProgramServicesAmt |
| Management And General | $429,445 | ManagementAndGeneralAmt |
| Fundraising | $44,988 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,192 | TotalAmt |
| Program Services | $289,192 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,197 | TotalAmt |
| Program Services | $467,505 | ProgramServicesAmt |
| Management And General | $217,059 | ManagementAndGeneralAmt |
| Fundraising | $47,633 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,899,297 | TotalAmt |
| Program Services | $1,269,445 | ProgramServicesAmt |
| Management And General | $1,629,852 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,515,186 | TotalAmt |
| Program Services | $1,303,060 | ProgramServicesAmt |
| Management And General | $212,126 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,236 | TotalAmt |
| Program Services | $222,010 | ProgramServicesAmt |
| Management And General | $3,949 | ManagementAndGeneralAmt |
| Fundraising | $41,277 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,055 | TotalAmt |
| Program Services | $17,155 | ProgramServicesAmt |
| Fundraising | $30,900 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $777,951 | TotalAmt |
| Program Services | $661,258 | ProgramServicesAmt |
| Management And General | $116,693 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,144,354 | TotalAmt |
| Program Services | $1,843,231 | ProgramServicesAmt |
| Management And General | $301,123 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $867,813 | TotalAmt |
| Program Services | $433,906 | ProgramServicesAmt |
| Management And General | $433,907 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| HEALTH SERVICES CONTRAC | $1,023,590 | $1,023,590 | |
| FIVE COLLEGES CONSORTIU | $927,501 | $927,501 | |
| RESEARCH & SPONSORED PR | $768,334 | $768,334 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,922,499 | TotalAmt |
| Program Services | $2,941,874 | ProgramServicesAmt |
| Management And General | $784,500 | ManagementAndGeneralAmt |
| Fundraising | $196,125 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,910,790 | TotalAmt |
| Program Services | $64,236,076 | ProgramServicesAmt |
| Management And General | $9,008,338 | ManagementAndGeneralAmt |
| Fundraising | $1,666,376 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,265,830 | BOYAmt |
| EOY | $3,364,289 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,326,996 | BOYAmt |
| EOY | $2,942,940 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,802 | BOYAmt |
| EOY | $265,866 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,150 | BOYAmt |
| EOY | $104,386 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $132,793,993 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $92,216,915 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,443,996 | BOYAmt |
| EOY | $40,577,078 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,997,822 | BOYAmt |
| EOY | $8,951,384 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,190,854 | BOYAmt |
| EOY | $15,254,055 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $745,779 | BOYAmt |
| EOY | $598,001 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,346,229 | BOYAmt |
| EOY | $72,057,999 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $811,823 | BOYAmt |
| EOY | $962,885 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,265,488 | BOYAmt |
| EOY | $2,018,233 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,923,291 | BOYAmt |
| EOY | $21,080,711 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,888 | BOYAmt |
| EOY | $236,805 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,815,229 | BOYAmt |
| EOY | $3,693,850 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,076,719 | BOYAmt |
| EOY | $27,992,484 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,806,990 | BOYAmt |
| EOY | $9,801,287 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,462,520 | BOYAmt |
| EOY | $34,264,228 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,269,510 | BOYAmt |
| EOY | $44,065,515 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,346,229 | BOYAmt |
| EOY | $72,057,999 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$16,514,666 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,310,671 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,613,240 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,695,410 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,213,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,531,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,863,771 | CurrentTaxYearAmt |
| Total | $56,917,446 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,613,240 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,695,410 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,213,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,531,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,863,771 | CurrentTaxYearAmt |
| Total | $56,917,446 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,690,930 | SubstantialContributorsTotAmt |
| Public Support Total170 | $51,226,516 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $763,438 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,152,300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $957,183 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $631,356 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $671,592 | CurrentTaxYearAmt |
| Total | $4,175,869 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $161,642 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $738,354 | CurrentTaxYearMinus3YearsAmt |
| Total | $899,996 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $61,993,311 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $188,836,955 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82630 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74920 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | AUXILIARY ENTERPRISES - 2020 AMOUNT: $ 198,139. HAMPSHIRE COLLEGE CHILD CENTER - 2020 AMOUNT: $ 354,626. OTHER INCOME - 2019 AMOUNT: $ 161,642. 2020 AMOUNT: $ 185,589. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $277 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $277 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | HAMPSHIRE COLLEGE HAS ALLOCATED A PORTION OF NAICU MEMBERSHIP DUES THAT ARE USED FOR LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $481,971 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,614,365 | BeginningYearBalanceAmt |
| Contributions | $33,244 | ContributionsAmt |
| Investment Earnings Or Losses | $3,074,775 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $382,195 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,841,647 | OtherExpendituresAmt |
| End Year Balance | $26,498,542 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,206,628 | BeginningYearBalanceAmt |
| Contributions | $888,021 | ContributionsAmt |
| Investment Earnings Or Losses | $2,655,320 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $223,264 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,912,340 | OtherExpendituresAmt |
| End Year Balance | $30,614,365 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,912,240 | BeginningYearBalanceAmt |
| Contributions | $67,857 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,491,011 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $220,164 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,062,294 | OtherExpendituresAmt |
| End Year Balance | $38,206,628 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,725,931 | BeginningYearBalanceAmt |
| Contributions | $136,385 | ContributionsAmt |
| Investment Earnings Or Losses | $12,402,519 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $182,975 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,169,620 | OtherExpendituresAmt |
| End Year Balance | $53,912,240 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,529,932 | BeginningYearBalanceAmt |
| Contributions | $194,582 | ContributionsAmt |
| Investment Earnings Or Losses | $812,316 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $403,503 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,407,396 | OtherExpendituresAmt |
| End Year Balance | $52,725,931 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01280 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98720 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,877,606 | OtherCostOrOtherBasisAmt |
| Book Value | $3,877,606 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $94,064,036 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,199,465 | DepreciationAmt |
| Book Value | $35,864,571 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,039,791 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,312,888 | DepreciationAmt |
| Book Value | $726,903 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,812,560 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,704,562 | DepreciationAmt |
| Book Value | $107,998 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $40,577,078 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| NON-US EQUITY FUND | $8,109,652 | F |
| HEDGE FUND | $4,208,572 | F |
| REAL ASSET | $1,694,533 | F |
| PRIVATE EQUITY | $821,402 | F |
| PRIVATE PARTNERSHIPS | $292,447 | F |
| POOLED LIFE INCOME FUND | $127,449 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,254,055 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CONTINGENT ASSET RETIREMENT OBLIG. | $3,346,929 |
| RIGHT-OF-USE LEASE LIABILITY - OPERATING | $346,921 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,693,850 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $29,710,102 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,310,671 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,310,671 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,399,431 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $162,200 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $30,834,493 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $30,996,693 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $58,396,124 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $43,914,097 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $43,914,097 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $162,200 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $30,834,493 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $30,996,693 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $74,910,790 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | ART COLLECTION - THE COLLEGE'S ART COLLECTION CONSISTS PRIMARILY OF PAINTINGS, PHOTOGRAPHS, PRINTS AND SCULPTURES THAT ARE PERIODICALLY DISPLAYED IN OUR LIBRARY GALLERY WITH NO COST FOR ADMISSION. THE WORKS CAN ALSO BE USED AS EDUCATIONAL MATERIALS FOR OUR STUDENTS WORKING ON VARIOUS DIVISION PROJECTS. LIBRARY COLLECTION - THE HAROLD F. JOHNSON LIBRARY PROMOTES THE ACADEMIC GOALS OF THE COLLEGE, TEACHING, RESEARCH, AND LEARNING. OUR COLLECTIONS REFLECT THE INTELLECTUAL INTERESTS AND CONCERNS OF OUR STUDENTS AND FACULTY, WITH PARTICULAR FOCUS ON THE CURRICULUM OF THE FIVE SCHOOLS OF NATURAL SCIENCE, SOCIAL SCIENCE, HUMANITIES, ARTS, AND CULTURAL STUDIES, INTERDISCIPLINARY ARTS, AND COGNITIVE SCIENCE. LIBRARIANS PROVIDE INSTRUCTION AND SUPPORT IN LOCATING AND CRITICALLY EVALUATING INFORMATION IN ANY FORM AND HELP PROVIDE ACCESS TO RESOURCES, ONLINE AND IN PRINT. STUDENTS AND FACULTY USING THE HAMPSHIRE COLLEGE LIBRARY ALSO HAVE ACCESS TO ALL THE LIBRARY RESOURCES OF OUR CONSORTIAL NEIGHBORS: AMHERST COLLEGE, MOUNT HOLYOKE COLLEGE, SMITH COLLEGE, AND THE UNIVERSITY OF MASSACHUSETTS - AMHERST. IN ADDITION, THROUGH FULL-TEXT DATABASES AND INTER-LIBRARY LOAN, STUDENTS AND FACULTY HAVE ACCESS TO A WIDER WORLD OF INFORMATION RESOURCES. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE DESIGNATED FOR THE FOLLOWING PURPOSES: UNRESTRICTED OPERATIONS, ACADEMIC DIVISIONS, COMPENSATION, RESEARCH, PUBLIC SERVICE AND EXTENSION, LIBRARY OPERATIONS, MAINTENANCE OF PLANT, STUDENT AID, AND OTHER PURPOSES. |
| PART X, LINE 2: | THE COLLEGE IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS GENERALLY EXEMPT FROM FEDERAL TAXES PURSUANT TO SECTION 501(A) OF THE IRC. THE COLLEGE HAS ASSESSED UNCERTAIN TAX POSITIONS AND DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECLASS OF STUDENT AID AWARDED 30,834,493. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RECLASS OF STUDENT AID AWARDED 30,834,493. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | HAMPSHIRE COLLEGE'S NONDISCRIMINATION POLICY CAN BE FOUND ON OUR WEBSITE AT: WWW.HAMPSHIRE.EDU |
| SCHEDULE E, PART I, LINE 6 | HAMPSHIRE COLLEGE RECEIVES FINANCIAL AID FROM THE U.S. DEPARTMENT OF EDUCATION IN THE FORM OF PELL GRANTS, SEOG GRANTS, AND FEDERAL WORK STUDY FUNDS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $4,208,572 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | $3,112 | STUDY ABROAD SITE VISIT |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANTS TO RECIPIENTS IN THE REGION | $46,790 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTS TO RECIPIENTS IN THE REGION | $305,812 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS IN THE REGION | $187,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $4,751,471 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $4,751,471 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| TUITION & LIVING EXPENSES | CENTRAL AMERICA AND THE CARIBBEAN | 2 | $46,790 | N/A | N/A |
| TUITION & LIVING EXPENSES | EUROPE (INCLUDING ICELAND & GREENLAND) | 13 | $305,812 | N/A | N/A |
| TUITION & LIVING EXPENSES | EAST ASIA AND THE PACIFIC | 7 | $187,185 | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RECORDS ARE MAINTAINED FOR ALL EXPENDITURES; RECEIPTS ARE REQUIRED FOR ALL REIMBURSEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FIN AID GRANTS & SCHOLARSHIPS TO DOMESTIC INDIVIDUALS FOR TUITION | GrantTypeTxt |
| Recipient | 739 | RecipientCnt |
| Cash Grant | $30,294,706 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MONITORING THE USE OF GRANT FUNDS - THE MAJORITY OF GRANTS GIVEN TO STUDENTS IN THE UNITED STATES PRIMARILY CONSIST OF NEED-BASED GRANTS. STUDENTS MUST APPLY FOR THESE FINANCIAL AID AWARDS BY COMPLETING TWO FORMS THAT ESTABLISH ELIGIBILITY FOR NEED-BASED AID. THESE ARE STANDARD FORMS USED IN HIGHER EDUCATION FOR THIS PURPOSE: COLLEGE SCHOLARSHIP SERVICE FINANCIAL AID PROFILE AND FREE APPLICATION FOR FEDERAL STUDENT AID. SCHOLARSHIPS AND SIMILAR AMOUNTS GIVEN TO STUDENTS AS FINANCIAL AID ARE APPLIED BY THE COLLEGE DIRECTLY TO THE STUDENT'S ACCOUNT TO ENSURE THAT THE GRANTS ARE USED FOR THEIR INTENDED PURPOSE. HAMPSHIRE COLLEGE GRANT AID ASSISTANCE IS GENERALLY LIMITED TO THE AMOUNT OF TUITION. THE COLLEGE ALSO OFFERS FINANCIAL AID IN THE FORM OF MERIT-BASED SCHOLARSHIPS. THESE ARE SIMILARLY APPLIED BY THE COLLEGE DIRECTLY TO THE STUDENT'S ACCOUNT TO ENSURE THAT THE GRANTS ARE USED FOR THEIR INTENDED PURPOSE AND DO NOT EXCEED THE AMOUNT OF TUITION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWARD WINGENBACH | ||||||||||||||
| PRESIDENT | $399,619 | $0 | $0 | $0 | $4,299 | $0 | $17,995 | $0 | $57,637 | $0 | $479,550 | $0 | $0 | $0 |
| JENNIFER CHRISLER | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $210,019 | $0 | $0 | $0 | $29,199 | $0 | $12,878 | $0 | $18,608 | $0 | $270,704 | $0 | $0 | $0 |
| SHEILA LLOYD | ||||||||||||||
| SVP OF JUSTICE, EQUITY & ANTIRACISM | $169,535 | $0 | $0 | $0 | $5,292 | $0 | $5,303 | $0 | $2,487 | $0 | $182,617 | $0 | $0 | $0 |
| FUMIO SUGIHARA | ||||||||||||||
| DEAN OF ADMISSIONS AND FIN | $144,259 | $0 | $0 | $0 | $276 | $0 | $7,194 | $0 | $8,422 | $0 | $160,151 | $0 | $0 | $0 |
| ZAUYAH WAITE | ||||||||||||||
| VP OF STUDENT AFFAIRS | $130,161 | $0 | $0 | $0 | $13,036 | $0 | $5,990 | $0 | $8,504 | $0 | $157,691 | $0 | $0 | $0 |
| OMAR DAHI | ||||||||||||||
| FORMER VP OF AA | $114,283 | $0 | $0 | $0 | $8,918 | $0 | $6,120 | $0 | $0 | $0 | $129,321 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | BENEFITS PROVIDED TO CERTAIN INDIVIDUALS - AS A CONDITION OF EMPLOYMENT, THE PRESIDENT OF THE COLLEGE IS PROVIDED WITH HOUSING OWNED BY THE COLLEGE. ALL COSTS TO MAINTAIN THE HOME WERE PAID FOR BY THE COLLEGE AND NONE OF THE BENEFITS WERE TREATED AS TAXABLE INCOME FOR THE PRESIDENT. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | |||||||
| A | 043431814 | 2012-12-17 | $14,225,000 | CONSTRUCTION/RENOVATION REFINANCE | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | |||||||
| B | 043431814 | 2016-02-02 | $15,000,000 | CONSTRUCTION/RENOVATION REFINANCE | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $5,235,608 | $14,225,000 | $201,383 | $14,023,617 | 2012 | 0 | Yes (1) | Yes (1) | Yes (1) | |
| B | $2,435,070 | $15,002,209 | $299,165 | $7,987,456 | 2016 | 0 | 0 | Yes (1) | Yes (1) | $6,713,379 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.02000 | 0.02000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.03000 | 0.03000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 51 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,855,468 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | DRUM KIT | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | COLUMN (B) REPORTS THE NUMBER OF CONTRIBUTORS. |
| PART I, LINE 32B: | THE COLLEGE'S GIFT ACCEPTANCE POLICY IS AVAILABLE FROM THE OFFICE OF INSTITUTIONAL ADVANCEMENT UPON REQUEST. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE CHAIR AND VICE CHAIR(S) OF THE BOARD, THE CHAIRS OF THE BOARD'S STANDING COMMITTEES, THE PRESIDENT, AND, AT THE DISCRETION OF THE BOARD CHAIR, UP TO TWO AT-LARGE MEMBERS NOMINATED BY THE BOARD CHAIR. TOTAL MEMBERSHIP OF THE EXECUTIVE COMMITTEE SHALL NOT EXCEED FIFTEEN MEMBERS. ALL MEMBERS OF THE EXECUTIVE COMMITTEE SHALL BE VOTING TRUSTEES. THE EXECUTIVE COMMITTEE SHALL BE EMPOWERED TO ACT FOR THE BOARD BETWEEN REGULAR BOARD MEETINGS ON ALL MATTERS EXCEPT FOR THE FOLLOWING POWERS, WHICH SHALL BE RESERVED FOR ACTION BY THE FULL BOARD: (A) TO CHANGE THE NAME OR REGISTERED OFFICE OF THE COLLEGE. (B) TO AMEND THE ARTICLES OF ORGANIZATION OR BYLAWS, OR OTHERWISE ALTER THE COLLEGE'S STRUCTURE OR EXISTENCE. (C) TO CHANGE THE MISSION AND PURPOSES OF THE COLLEGE. (D) TO SELECT OR TERMINATE THE PRESIDENT. (E) TO CHANGE THE NUMBER OF MEMBERS CONSTITUTING THE BOARD. (F) TO FILL VACANCIES OR OTHERWISE ELECT OR REMOVE TRUSTEES OR OFFICERS. (G) TO INCUR CORPORATE INDEBTEDNESS. (H) TO EFFECT THE SALE OR OTHER DISPOSITION OF REAL ESTATE OR ANY MATERIAL PART OF THE COLLEGE'S TANGIBLE PROPERTY. (I) TO APPROVE THE ANNUAL BUDGET. (J) TO APPROVE DRAWS FROM THE ENDOWMENT. (K) TO CONFER DEGREES AND HONORS. UNLESS OTHERWISE DESIGNATED AS STANDING OR AD HOC COMMITTEES, SUBCOMMITTEES OF THE EXECUTIVE COMMITTEE AS APPOINTED BY THE BOARD CHAIR SHALL SERVE AS THE PRESIDENTIAL ASSESSMENT COMMITTEE AND THE PRESIDENTIAL COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS' POWER TO ELECT GOVERNING BODY - THE STUDENT BODY ELECTS A STUDENT TRUSTEE AND AN ALTERNATE. THE FACULTY ELECTS A FACULTY TRUSTEE. THE STAFF ELECTS A STAFF TRUSTEE. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW - MANAGEMENT OF THE COLLEGE IS RESPONSIBLE FOR PREPARING A DRAFT OF FORM 990 WITH THE ASSISTANCE OF AN OUTSIDE PUBLIC ACCOUNTING FIRM. THE COMPLETED DRAFT OF FORM 990 IS PROVIDED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES IN ADVANCE OF THE FILING DEADLINE TO ENABLE A REVIEW BY ALL MEMBERS OF THE COMMITTEE WITH SENIOR MANAGEMENT AND THE COLLEGE'S TAX ADVISOR FROM A PUBLIC ACCOUNTING FIRM. ALL QUESTIONS AND CONCERNS OF THE AUDIT COMMITTEE MEMBERS ARE ADDRESSED AND INCORPORATED INTO FORM 990 AS APPROPRIATE. AFTER THE AUDIT COMMITTEE'S REVIEW, ALL MEMBERS OF THE BOARD OF TRUSTEES ARE PROVIDED A COPY OF THE COMPLETED FORM 990 IN ADVANCE OF THE FILING DEADLINE VIA A DEDICATED WEBSITE. AFTER INPUT FROM THE BOARD OF TRUSTEES AND THE AUDIT COMMITTEE HAS BEEN APPROPRIATELY ADDRESSED, FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING AND ENFORCEMENT OF CONFLICT POLICY - THE COLLEGE ANNUALLY REQUIRES DISCLOSURES OF CONFLICTS OF INTEREST THROUGH A CONFLICT OF INTEREST FORM. THE TRUSTEES ARE EMAILED THE CONFLICT OF INTEREST FORM FROM THE PRESIDENT'S OFFICE VIA THE COLLEGE'S SECRETARY, AND THE COMPLETED FORMS ARE RETURNED TO THE BUSINESS OFFICE. IF A COMPLETED CONFLICT OF INTEREST FORM DISCLOSES A CONFLICT, IT IS GIVEN TO THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. THE VP FOR FINANCE AND ADMINISTRATION REVIEWS THE FORMS AND THEN SENDS THEM TO THE AUDIT AND COMPLIANCE COMMITTEE IF THE DISCLOSURE IS SOMETHING THAT THE COMMITTEE NEEDS TO BE AWARE OF. THE TRUSTEES RECUSE THEMSELVES FROM VOTING ON MATTERS IN WHICH THEY HAVE A CONFLICT. THE MINUTES OF SUCH MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE, AND A TRUSTEE WHO IS UNCERTAIN WHETHER A CONFLICT OF INTEREST MAY EXIST IN ANY MATTER MAY REQUEST THE BOARD OR COMMITTEE TO RESOLVE THE QUESTION BY MAJORITY VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION REVIEW AND APPROVAL - THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS THE COMPENSATION OF THE PRESIDENT. THE PROCESS INCLUDES REVIEWING COMPARABLE DATA TO DETERMINE APPROPRIATE COMPENSATION LEVELS. THE DOCUMENTED PROCESS AND DECISIONS MADE ARE PRESERVED IN HUMAN RESOURCES. THE EXECUTIVE COMMITTEE IS EMPOWERED TO APPROVE THE ANNUAL COMPENSATION OF THE PRESIDENT, AND THE EXECUTIVE COMMITTEE, OR A SUBSET THEREOF, MEETS WITH THE PRESIDENT ANNUALLY FOR A FORMAL EVALUATION AFTER RECEIVING INPUT FROM THE FULL BOARD. THE OTHER OFFICERS' COMPENSATION IS REVIEWED BY THE PRESIDENT. COMPARATIVE SALARY DATA AS WELL AS PROPOSED SALARIES ARE BROUGHT BY THE PRESIDENT TO THE EXECUTIVE COMMITTEE FOR REVIEW. THE PRESIDENT MAKES THE FINAL SALARY DECISIONS FOR ALL COLLEGE OFFICERS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF DOCUMENTS - THE COLLEGE'S BY-LAWS, CODE OF CONDUCT, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE ON THE COLLEGE'S WEBSITE: WWW.HAMPSHIRE.EDU, FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE OF THE MASSACHUSETTS ATTORNEY GENERAL. FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS(3) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 893 WEST STREET | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |