TRUSTEES OF MOUNT HOLYOKE COLLEGE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF MOUNT HOLYOKE COLLEGE (EIN 04-2103578)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-13
- IRS object ID
- 202031959349303373
- Schema version
- 2018v3.3
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T15:07:23-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 South Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103578 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Trustees of Mount Holyoke College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Ellen Rutan - Comptroller | InCareOfNm |
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 4135383674 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 COLLEGE STREET | AddressLine1Txt |
| City | SOUTH HADLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN RUTAN | PersonNm |
| Person Title | COMPTROLLER | PersonTitleTxt |
| Phone | 4135383674 | PhoneNum |
| Signature | 2020-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHY JOSEPH | PreparerPersonNm |
| PTIN | P01085371 | PTIN |
| Phone | 6179881000 | PhoneNum |
| Preparation | 2020-07-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.206.0.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 04502320201955000018 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 48605DF03A80FB7C683A68A413714D0F9DD190DE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5CE8C045D451A9174E08B035B8C1F7990FA45DBA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNT HOLYOKE COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SONYA STEPHENS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 COLLEGE STREET | AddressLine1Txt |
| City | SOUTH HADLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $259,225,235 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MTHOLYOKE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1836 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 3326 | TotalEmployeeCnt |
| Total Volunteers | 1185 | TotalVolunteersCnt |
| Total Gross UBI | -$1,415,961 | TotalGrossUBIAmt |
| PY Contributions Grants | $37,088,549 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,513,999 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $117,509,964 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $140,776,970 | CYProgramServiceRevenueAmt |
| PY Investment Income | $41,797,266 | PYInvestmentIncomeAmt |
| CY Investment Income | $43,661,120 | CYInvestmentIncomeAmt |
| PY Other Revenue | $21,680,587 | PYOtherRevenueAmt |
| CY Other Revenue | $8,747,083 | CYOtherRevenueAmt |
| PY Total Revenue | $218,076,366 | PYTotalRevenueAmt |
| CY Total Revenue | $217,699,172 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $54,818,729 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $56,008,759 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $88,786,425 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $91,680,154 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,885,694 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $58,824,387 | PYOtherExpensesAmt |
| CY Other Expenses | $61,392,655 | CYOtherExpensesAmt |
| PY Total Expenses | $202,429,541 | PYTotalExpensesAmt |
| CY Total Expenses | $209,081,568 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,646,825 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,617,604 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,069,072,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,083,472,761 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $187,185,104 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $183,685,524 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $881,887,716 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $899,787,237 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $141,298,411 | ExpenseAmt |
| Grant | $56,008,759 | GrantAmt |
| Revenue | $118,364,300 | RevenueAmt |
| Desc | *Instruction, Research, Academic Support and Library Services* Mount Holyoke College enrolls approximately 2,300 undergraduate students who benefit from small group instruction in a diverse college community with a student-to-faculty ratio of 9 to 1. Mount Holyoke's 200 accomplished faculty members are innovative teachers dedicated to their students. They are also active scholars, research scientists, and creative artists passionate about their disciplines. The College offers 48 departmental and interdepartmental majors. Through the liberal arts education, students explore art, literature, languages, philosophy, politics, history, mathematics and science rather than choosing one specialized track of study. The liberal arts also transcend the classroom. Students gain a complex understanding of the world in which they live through internships, study abroad, community-based learning, volunteer work and independent research. In addition to its undergraduate program, the College, through its division of Professional and Graduate Education (PAGE), offers a range of graduate degree programs, institutes, and courses to support emerging leaders, scientists and educators who want to increase their scope of impact in their respective fields. An integral part of the college community, Library and Information Technology Services facilitates the creative use of information and technology. It supports the educational priorities of the College by providing instruction, materials, staff expertise and equipment to sustain learning, teaching, research and the College's administrative functions. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $29,841,894 | ExpenseAmt |
| Revenue | $14,999,809 | RevenueAmt |
| Desc | *Student Services and Residential Life* Engagement, peer mentorship and self governance are the foundations of Mount Holyoke's residential program. To this end, most residence halls house members of all four classes along with vibrant Living-Learning Communities, including a residence hall dedicated exclusively to the enhancement of the first year experience. The College offers housing in many configurations to meet the developing needs of students. Each residence hall is unique in design and character. Along with being committed to academic success, Mount Holyoke cares about the overall well being of students. The College offers a range of health, counseling, public safety, and accessibility services to support the needs of its students. The Office of Student Programs supports more than 100 student organizations and presents a wide array of cultural, entertainment and social events, in addition to advising on event planning, new ideas, leadership skills and general student organization dynamics. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,614,657 | ExpenseAmt |
| Revenue | $15,556,633 | RevenueAmt |
| Desc | *Dining Services* At Mount Holyoke College, dining continues to be an integral part of a student's educational experience. During fiscal year 2018, the College constructed a new Dining Commons (DC) within its newly renovated Community Center, a hub of student life where community members can converse, collaborate, and relax with one another. The DC features nine food stations that promote health, wellness and sustainability by focusing on international cuisine, vegan options and avoiding food with allergens. With seating in six distinctive dining rooms, the DC offers students the opportunity to interact with one another, as well as with members of the entire campus community. These intentionally designed spaces provide students with a strong foundation from which to imagine and envision future possibilities, both curricular and co-curricular. These new spaces not only connect students to each other, but also to the beauty of the College's campus and provide new opportunities for creative work, thus maintaining the intimacy and purpose of the Mount Holyoke community dining experience. Dining Services is responsible for all Community Center cash operations, vending, a bakery, and a warehouse. The qualified and experienced culinary production and service staff are dedicated to providing fresh, nutritious, well-prepared foods and offering diverse and extensive menu options for the entire Mount Holyoke College community. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $181,754,962 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2942 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3326 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | FR | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ellen Rutan - Comptroller | PersonNm |
| Phone | 4135382713 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 College Street | AddressLine1Txt |
| City | South Hadley | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01075 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BARBARA BAUMANN | ||||||||
| CHAIR | 8.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH BARBEAU | ||||||||
| TRUSTEE | 2.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| JENNIE BERKSON | ||||||||
| TRUSTEE | 2.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| LORI BETTISON-VARGA | ||||||||
| TRUSTEE | 2.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH COCHARY GROSS | ||||||||
| TRUSTEE | 4.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE E COLLINS | ||||||||
| TRUSTEE | 6.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| ERIN ENNIS | ||||||||
| TRUSTEE | 2.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| CARRIANNA K FIELD | ||||||||
| TRUSTEE | 2.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN J FLANNERY | ||||||||
| TRUSTEE | 2.0 | 0.2 | Yes (X) | $0 | $0 | $0 | ||
| HEATHER HARDE | ||||||||
| TRUSTEE | 2.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| RHYNETTE NORTHCROSS HURD | ||||||||
| TRUSTEE | 4.0 | 2.1 | Yes (X) | $0 | $0 | $0 | ||
| DEBRA MARTIN CHASE | ||||||||
| TRUSTEE (UNTIL 5/31/19) | 2.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| ANNE MCKENNY | ||||||||
| TRUSTEE | 2.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MAHONEY | ||||||||
| TRUSTEE | 2.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| CAMILLE MALONZO | ||||||||
| TRUSTEE | 2.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| KC MAURER | ||||||||
| TRUSTEE | 2.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| NATASHA MOHANTY | ||||||||
| TRUSTEE | 2.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| MARIA MOSSAIDES | ||||||||
| TRUSTEE | 2.0 | 10.1 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN HYDE PACE | ||||||||
| TRUSTEE | 2.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH A PALMER | ||||||||
| TRUSTEE | 6.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER ROCHLIS | ||||||||
| TRUSTEE | 4.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| GARETH ROSS | ||||||||
| TRUSTEE | 2.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| RAJ SESHADRI | ||||||||
| TRUSTEE | 2.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| KARENA STRELLA | ||||||||
| VICE CHAIR | 4.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| MONA SUTPHEN | ||||||||
| TRUSTEE | 4.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE TOH | ||||||||
| TRUSTEE | 2.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| LOUISE WASSO | ||||||||
| TRUSTEE | 4.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| SARAH WELLS | ||||||||
| TRUSTEE | 2.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH WEATHERMAN | ||||||||
| TRUSTEE | 4.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH WHARFF | ||||||||
| TRUSTEE | 2.0 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| SONYA STEPHENS | ||||||||
| PRESIDENT | 60.0 | 1.0 | Yes (X) | $805,956 | $0 | $65,470 | Yes (X) | |
| GAIL BERSON | ||||||||
| VP FOR ENROLL & DEAN OF ADMIN | 50.0 | 0.0 | $148,613 | $0 | $23,549 | Yes (X) | ||
| CHARLES GREENE II | ||||||||
| VP FOR COMM & MARKETING | 50.0 | 0.0 | $189,629 | $0 | $21,850 | Yes (X) | ||
| SHANNON D GUREK | ||||||||
| VP FOR FIN & ADMIN & TREASURER | 50.0 | 1.0 | $292,395 | $0 | $46,892 | Yes (X) | ||
| KASSANDRA JOLLEY | ||||||||
| VP FOR ADVANCEMENT | 50.0 | 0.0 | $264,779 | $0 | $47,379 | Yes (X) | ||
| ROBIN RANDALL | ||||||||
| VP FOR ENROLLMENT MANAGEMENT | 50.0 | 0.0 | $72,729 | $0 | $14,013 | Yes (X) | ||
| LENORE REILLY | ||||||||
| SECRETARY OF THE COLLEGE | 50.0 | 1.0 | $158,920 | $0 | $24,917 | Yes (X) | ||
| MARCELLA RUNELL HALL | ||||||||
| VP FOR STUD LIFE & DEAN OF STU | 50.0 | 0.0 | $181,894 | $0 | $55,617 | Yes (X) | ||
| KIJUA SANDERS-MCMURTRY | ||||||||
| VP FOR EQUITY&INCLUSION&CDO | 50.0 | 0.0 | $73,298 | $0 | $17,746 | Yes (X) | ||
| JON WESTERN | ||||||||
| VP FOR ACAD AFF & DEAN FACULTY | 50.0 | 0.0 | $238,343 | $0 | $80,592 | Yes (X) | ||
| HEIDI FRIEDMAN | ||||||||
| ASSOCIATE VP HUMAN RESOURCES | 50.0 | 0.0 | $167,627 | $0 | $29,701 | Yes (X) | ||
| KEITH MICHEL | ||||||||
| EXEC DIR FOR LEADERSHIP GIFTS | 50.0 | 0.0 | $200,320 | $0 | $41,237 | Yes (X) | ||
| EVA PAUS | ||||||||
| PROF OF ECON&DIR-CTR FOR GLOB | 50.0 | 0.0 | $191,444 | $0 | $41,953 | Yes (X) | ||
| MARK PETERSON | ||||||||
| PROF OF PHYSICS & MATHEMATICS | 50.0 | 0.0 | $218,402 | $0 | $31,182 | Yes (X) | ||
| ALEXANDER WIRTH-CAUCHON | ||||||||
| CIO&EXEC DIR OF LIB INFO&TECH | 50.0 | 0.0 | $185,940 | $0 | $28,468 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,390,289 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $570,566 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 139 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | |||||
| 100 SUMMER STREET | BOSTON | MA | 02110 | INVESTMENT CONSULT | $1,120,000 |
| BERGMEYER ASSOCIATES INC | |||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | ARCHITECTURAL DESIGN | $776,576 |
| ATLAS VENTURE FUND | |||||
| 400 TECHNOLOGY SQUARE 10TH FLOOR | CAMBRIDGE | MA | 02139 | INVESTMENT MGMT | $713,513 |
| ADAGE CAPITAL PARTNERS | |||||
| 200 CLARENDON STREET 52ND FLOOR | BOSTON | MA | 02116 | INVESTMENT MGMT | $486,447 |
| CEDAR ROCK CAPITAL PARTNERS | |||||
| 11 BROADWAY SUITE 965 | NEW YORK | NY | 10019 | INVESTMENT MGMT | $455,423 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 34 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $13,035 | FundraisingAmt |
| Government Grants | $4,596,095 | GovernmentGrantsAmt |
| All Other Contributions | $19,904,869 | AllOtherContributionsAmt |
| Noncash Contributions | $3,284,975 | NoncashContributionsAmt |
| Total Contributions | $24,513,999 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and Fees | 611310 | $110,351,805 | $110,351,805 |
| ROOM AND BOARD | 611310 | $30,399,122 | $30,399,122 |
| Educational Performances | 611310 | $26,043 | $26,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $140,776,970 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,691,563 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,959,382 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,650,945 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,281 | TotalRevenueColumnAmt |
| Exclusion | $7,281 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,082 | TotalRevenueColumnAmt |
| Exclusion | $1,082 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $577,660 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $412,217 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $165,443 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $165,443 | TotalRevenueColumnAmt |
| Exclusion | $165,443 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $75,802,534 | SecuritiesAmt |
| Other | $25,454 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,865,712 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,936,822 | SecuritiesAmt |
| Other | $25,454 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,962,276 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $105,692 | UnrelatedBusinessRevenueAmt |
| Exclusion | $34,856,584 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $5,600 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $13,035 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $6,543 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$943 | TotalRevenueColumnAmt |
| Exclusion | -$943 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $398,911 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $241,591 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $157,320 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $157,320 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Public Safety Collaborative | 611310 | $2,370,890 | $2,370,890 | |
| Educational Conferences | 721000 | $1,141,617 | $746,338 | $395,279 |
| All other revenue | 611310 | $4,911,674 | $4,869,224 | $42,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,424,181 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $217,699,172 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $148,920,742 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$1,415,961 | UnrelatedBusinessRevenueAmt |
| Exclusion | $45,680,392 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,085 | TotalAmt |
| Program Services | $175,085 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,344,112 | TotalAmt |
| Program Services | $46,344,112 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,489,562 | TotalAmt |
| Program Services | $9,489,562 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,047,758 | TotalAmt |
| Program Services | $799,468 | ProgramServicesAmt |
| Management And General | $1,921,871 | ManagementAndGeneralAmt |
| Fundraising | $326,419 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,611,766 | TotalAmt |
| Program Services | $59,261,505 | ProgramServicesAmt |
| Management And General | $4,198,305 | ManagementAndGeneralAmt |
| Fundraising | $3,151,956 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,807,948 | TotalAmt |
| Program Services | $6,057,031 | ProgramServicesAmt |
| Management And General | $428,901 | ManagementAndGeneralAmt |
| Fundraising | $322,016 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,304,321 | TotalAmt |
| Program Services | $9,167,755 | ProgramServicesAmt |
| Management And General | $649,172 | ManagementAndGeneralAmt |
| Fundraising | $487,394 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,908,361 | TotalAmt |
| Program Services | $4,366,969 | ProgramServicesAmt |
| Management And General | $309,227 | ManagementAndGeneralAmt |
| Fundraising | $232,165 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,832 | TotalAmt |
| Program Services | $321,523 | ProgramServicesAmt |
| Management And General | $111,106 | ManagementAndGeneralAmt |
| Fundraising | $133,203 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,683 | TotalAmt |
| Program Services | $78,465 | ProgramServicesAmt |
| Management And General | $230,218 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,600 | TotalAmt |
| Program Services | $418 | ProgramServicesAmt |
| Management And General | $209,182 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,529,308 | TotalAmt |
| Management And General | $6,529,308 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,439,767 | TotalAmt |
| Program Services | $4,186,905 | ProgramServicesAmt |
| Management And General | $2,122,032 | ManagementAndGeneralAmt |
| Fundraising | $130,830 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,677 | TotalAmt |
| Program Services | $51,309 | ProgramServicesAmt |
| Management And General | $34,268 | ManagementAndGeneralAmt |
| Fundraising | $100 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,026,714 | TotalAmt |
| Program Services | $4,244,507 | ProgramServicesAmt |
| Management And General | $594,272 | ManagementAndGeneralAmt |
| Fundraising | $187,935 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,217,929 | TotalAmt |
| Program Services | $728,143 | ProgramServicesAmt |
| Management And General | $488,154 | ManagementAndGeneralAmt |
| Fundraising | $1,632 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,419 | TotalAmt |
| Program Services | $6,419 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,994,111 | TotalAmt |
| Program Services | $3,713,494 | ProgramServicesAmt |
| Management And General | $116,874 | ManagementAndGeneralAmt |
| Fundraising | $163,743 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,871,611 | TotalAmt |
| Program Services | $1,522,093 | ProgramServicesAmt |
| Management And General | $146,698 | ManagementAndGeneralAmt |
| Fundraising | $202,820 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,437 | TotalAmt |
| Program Services | $244,801 | ProgramServicesAmt |
| Management And General | $52,952 | ManagementAndGeneralAmt |
| Fundraising | $18,684 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,995,966 | TotalAmt |
| Program Services | $4,815,888 | ProgramServicesAmt |
| Management And General | $70,680 | ManagementAndGeneralAmt |
| Fundraising | $109,398 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,147 | TotalAmt |
| Program Services | $250,480 | ProgramServicesAmt |
| Management And General | $185,505 | ManagementAndGeneralAmt |
| Fundraising | $36,162 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,892,577 | TotalAmt |
| Program Services | $10,514,240 | ProgramServicesAmt |
| Management And General | $148,497 | ManagementAndGeneralAmt |
| Fundraising | $229,840 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,803,117 | TotalAmt |
| Program Services | $3,102,957 | ProgramServicesAmt |
| Management And General | $683,714 | ManagementAndGeneralAmt |
| Fundraising | $16,446 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Allocated Expenses | $0 | $318,694 | -$318,694 | |
| PUBLIC SAFETY COLLAB EXPENSES | $2,329,550 | $2,329,550 | ||
| Alumnae Association Support | $2,025,000 | $2,025,000 | ||
| All other expenses | $10,302,210 | $9,663,589 | $528,670 | $109,951 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,081,568 | TotalAmt |
| Program Services | $181,754,962 | ProgramServicesAmt |
| Management And General | $19,440,912 | ManagementAndGeneralAmt |
| Fundraising | $7,885,694 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,429,157 | BOYAmt |
| EOY | $25,341,826 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,333,485 | BOYAmt |
| EOY | $17,663,413 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,112,224 | BOYAmt |
| EOY | $2,111,445 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,825 | BOYAmt |
| EOY | $238,824 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $878,857 | BOYAmt |
| EOY | $857,342 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,549,923 | BOYAmt |
| EOY | $1,286,375 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $445,691,351 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $247,621,888 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,006,310 | BOYAmt |
| EOY | $198,069,463 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,609,496 | BOYAmt |
| EOY | $86,690,031 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $692,403,240 | BOYAmt |
| EOY | $730,280,499 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,015,658 | BOYAmt |
| EOY | $14,389,426 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,495,645 | BOYAmt |
| EOY | $6,544,117 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,069,072,820 | BOYAmt |
| EOY | $1,083,472,761 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,433,788 | BOYAmt |
| EOY | $8,234,415 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,891,552 | BOYAmt |
| EOY | $1,710,090 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,405,480 | BOYAmt |
| EOY | $122,783,597 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,454,284 | BOYAmt |
| EOY | $50,957,422 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,185,104 | BOYAmt |
| EOY | $183,685,524 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,371,571 | BOYAmt |
| EOY | $178,291,013 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,994,685 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,521,460 | BOYAmt |
| EOY | $721,496,224 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $881,887,716 | BOYAmt |
| EOY | $899,787,237 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,069,072,820 | BOYAmt |
| EOY | $1,083,472,761 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,617,604 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,755,164 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,526,753 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 | $26,816,781 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,377,192 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,899,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,088,549 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,513,999 | CurrentTaxYearAmt |
| Total | $175,695,982 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,816,781 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,377,192 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,899,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,088,549 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,513,999 | CurrentTaxYearAmt |
| Total | $175,695,982 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $15,446,572 | SubstantialContributorsTotAmt |
| Public Support Total170 | $160,249,410 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,847,935 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,981,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,862,793 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,514,381 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,236,968 | CurrentTaxYearAmt |
| Total | $53,444,001 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,198 | CurrentTaxYearMinus4YearsAmt |
| Total | $42,198 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,119,224 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,917,952 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,842,504 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,547,138 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $398,911 | CurrentTaxYearAmt |
| Total | $58,825,729 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $288,007,910 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $625,500,665 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55641 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53790 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $5,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $5,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1A | FormAndLineReferenceDesc |
| Explanation | The College pays membership dues to organizations that address state and federal regulatory issues for the collective benefit of member-institutions. The organizations notify the College of the approximate amount of membership dues used for lobbying expense. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $237,250 | RevenuesIncludedAmt |
| Assets Included | $16,003,361 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $777,739,103 | BeginningYearBalanceAmt |
| Contributions | $8,507,067 | ContributionsAmt |
| Investment Earnings Or Losses | $49,907,925 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,262,691 | GrantsOrScholarshipsAmt |
| Other Expenditures | $22,959,616 | OtherExpendituresAmt |
| Administrative Expenses | $6,728,095 | AdministrativeExpensesAmt |
| End Year Balance | $794,203,693 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $729,438,097 | BeginningYearBalanceAmt |
| Contributions | $20,696,541 | ContributionsAmt |
| Investment Earnings Or Losses | $70,124,576 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,146,828 | GrantsOrScholarshipsAmt |
| Other Expenditures | $23,051,724 | OtherExpendituresAmt |
| Administrative Expenses | $7,321,559 | AdministrativeExpensesAmt |
| End Year Balance | $777,739,103 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $667,564,847 | BeginningYearBalanceAmt |
| Contributions | $5,998,824 | ContributionsAmt |
| Investment Earnings Or Losses | $91,894,441 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,081,547 | GrantsOrScholarshipsAmt |
| Other Expenditures | $15,361,432 | OtherExpendituresAmt |
| Administrative Expenses | $8,577,036 | AdministrativeExpensesAmt |
| End Year Balance | $729,438,097 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $703,010,972 | BeginningYearBalanceAmt |
| Contributions | $19,587,426 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,635,853 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,809,408 | GrantsOrScholarshipsAmt |
| Other Expenditures | $22,873,279 | OtherExpendituresAmt |
| Administrative Expenses | $8,715,011 | AdministrativeExpensesAmt |
| End Year Balance | $667,564,847 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $713,514,514 | BeginningYearBalanceAmt |
| Contributions | $6,994,177 | ContributionsAmt |
| Investment Earnings Or Losses | $23,644,106 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,486,690 | GrantsOrScholarshipsAmt |
| Other Expenditures | $21,890,807 | OtherExpendituresAmt |
| Administrative Expenses | $7,764,328 | AdministrativeExpensesAmt |
| End Year Balance | $703,010,972 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.16000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.38000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.46000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,208,841 | OtherCostOrOtherBasisAmt |
| Book Value | $28,208,841 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $198,036,882 | OtherCostOrOtherBasisAmt |
| Depreciation | $72,058,558 | DepreciationAmt |
| Book Value | $125,978,324 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $98,298,325 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,165,915 | DepreciationAmt |
| Book Value | $37,132,410 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,729,090 | OtherCostOrOtherBasisAmt |
| Depreciation | $60,815,389 | DepreciationAmt |
| Book Value | $3,913,701 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,418,213 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,582,026 | DepreciationAmt |
| Book Value | $2,836,187 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $198,069,463 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FIXED INC MUT/COMINGLED FUNDS | $10,586,829 | F |
| EQUITY MUTUAL/COMINGLED FUNDS | $324,974,888 | F |
| HEDGE FUNDS | $183,481,680 | F |
| PRIVATE EQUITY-REAL ASSETS | $54,268,167 | F |
| VENTURE CAPITAL | $131,110,396 | F |
| PRIVATE EQUITY-OTHER | $22,535,052 | F |
| OTHER | $3,323,487 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $730,280,499 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAP LIABILITY | $10,820,306 |
| FAS 158 PENSION LIABILITY | $4,832,185 |
| FIN 47 CONDITIONAL ASSET RETIREMENT OBLIGATION | $12,248,518 |
| 457(B) PENSION LIABILITY | $310,468 |
| REFUNDABLE GOVERNMENT ADVANCES | $3,986,339 |
| SPLIT INTEREST OBLIGATION | $18,759,606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $50,957,422 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $224,363,892 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,755,164 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$727,822 | OtherRevenueAmt |
| Revenue Not Reported | $6,027,342 | RevenueNotReportedAmt |
| Revenue Subtotal | $218,336,550 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$637,378 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$637,378 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $217,699,172 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $206,470,785 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,117,312 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,117,312 | ExpensesNotReportedAmt |
| Expenses Subtotal | $202,353,473 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $6,728,095 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $6,728,095 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $209,081,568 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4 | ART MUSEUM The College maintains more than 24,000 works of art from antiquity to the present that comprise the permanent collection of the Mount Holyoke College Art Museum. Particular strengths within this collection include ancient Mediterranean art and artifacts, paintings, sculpture, and decorative art from Europe and the United States, and modern and global contemporary art. Categories of significant depth include photography, glass, ceramics, prints and drawings, and numismatics. This culturally and chronologically diverse collection is an important teaching and learning resource for faculty and students in all disciplines, and serves as a major cultural resource for area schools and the general public. Dedicated to providing firsthand experiences with works of significant aesthetic and cultural value, the Museum develops exhibitions that aim to provide aesthetic enjoyment, stimulate inquisitive looking and encourage understanding of artistic achievements across a diversity of cultures and time periods. Selected works of art are installed in the Art Museum's ten galleries and reception hall on a rotating basis and the Museum produces several special exhibitions each year in addition to its display of works from the permanent collection. The Museum integrates its collections, exhibitions and scholarly research with the curriculum of the College and the interests of the general public. |
| PART V, LINE 4 | Mount Holyoke's endowment consists of more than 1,770 individual funds established for a variety of purposes, including both donor restricted endowment funds and funds designated by the College to function as endowments. About 26% of the endowment income used to support the College's operations is unrestricted. Most of the endowed funds contain specific restrictions for the support of critical functions such as financial aid for students with demonstrated need, faculty salaries, library purchases, student and faculty research, internships and departmental programming. Endowment income provides approximately 26% of the College's annual operating budget revenues. |
| PART X, LINE 2 | The College is a tax-exempt organization as described in Section 501(C)(3) of the Internal Revenue Code and is generally exempt from income taxes pursuant to Section 501(a) of the Code. The College assesses uncertain tax positions and determined that there were no such positions that have a material effect on the financial statements. |
| PART XI, LINE 2D | OTHER ADJUSTMENTS WILLITS HALLOWELL CENTER REVENUE 1,878,900 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 4,121,373 ENDOWMENT EXPENSES -6,728,095 ------------------- TOTAL -727,822 |
| PART XI, LINE 4B | OTHER ADJUSTMENTS COST OF GOODS SOLD -241,591 FUNDRAISING EXPENSES -6,543 FACULTY HOUSING EXPENSES -389,244 ---------------------- TOTAL -637,378 |
| PART XII, LINE 2D | OTHER ADJUSTMENTS WILLITS HALLOWELL CENTER EXPENSES 1,947,822 COST OF GOODS SOLD 241,591 FUNDRAISING EXPENSES 6,543 FACULTY HOUSING EXPENSES 389,244 CHANGE IN FAS PENSION OBLIGATION 806,928 CHANGE IN VALUE OF INTEREST RATE SWAPS 725,184 ---------------------- TOTAL 4,117,312 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | The College follows a nondiscriminatory policy toward students, faculty and staff, and with regard to students, includes this policy in most brochures and catalogs pertaining to student admissions, programs and scholarships. The College's non-discrimination statement is also available on its website landing page. Mount Holyoke College has approximately 2,300 students who hail from 48 states and 61 countries. The College demonstrates its commitment to diversity by enrolling students of minority groups in meaningful numbers. The racially diverse student body consists of approximately 26% who are international citizens. Out of domestic students, 26% identify as African American, Native American, Asian, Latina, or multiracial. |
| PART I, LINE 6A | The College receives federal grants for faculty research and student scholarships. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (30 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt | EmployeeEmployeeCnt |
|---|---|---|---|---|---|
| Central America and the Caribbean | Program Services | Grant Aid | $176,087 | ||
| Central America and the Caribbean | Program Services | Study Abroad | $49,527 | ||
| Central America and the Caribbean | Program Services | Research | $10,978 | ||
| Central America and the Caribbean | Investments | $228,361,734 | |||
| East Asia and the Pacific | Program Services | GranT Aid | $4,147,185 | ||
| East Asia and the Pacific | Program Services | Study Abroad | $16,108 | ||
| East Asia and the Pacific | Program Services | Research | $13,254 | ||
| East Asia and the Pacific | Program Services | Recruitment | $42,268 | ||
| East Asia and the Pacific | Fundraising | Alumnae Meetings | $28,476 | ||
| Europe (Including Iceland and Greenland) | Program Services | Grant Aid | $345,560 | ||
| Europe (Including Iceland and Greenland) | Program Services | Study Abroad | $260,566 | 1 | 1 |
| Europe (Including Iceland and Greenland) | Program Services | Research | $113,754 | ||
| Europe (Including Iceland and Greenland) | Program Services | Recruitment | $10,680 | ||
| Europe (Including Iceland and Greenland) | Fundraising | Alumnae Meetings | $23,075 | ||
| Europe (Including Iceland and Greenland) | Investments | $13,306,082 | |||
| Middle East and North Africa | Program Services | Grant Aid | $328,280 | ||
| Middle East and North Africa | Program Services | Research | $654 | ||
| North America | Program Services | Grant Aid | $102,937 | ||
| North America | Program Services | Research | $38,988 | ||
| North America | Program Services | Recruitment | $1,952 | ||
| Russia and the Newly Independent States | Program Services | Grant Aid | $192,936 | ||
| Russia and the Newly Independent States | Program Services | Research | $8,837 | ||
| South America | Program Services | Grant Aid | $119,976 | ||
| South America | Program Services | Research | $4,385 | ||
| South America | Program Services | Recruitment | $2,067 | ||
| South Asia | Program Services | Grant Aid | $2,985,833 | ||
| South Asia | Program Services | Recruitment | $25,662 | ||
| South Asia | Fundraising | Alumnae Meetings | $12,752 | ||
| Sub-Saharan Africa | Program Services | Grant Aid | $1,090,768 | ||
| Sub-Saharan Africa | Program Services | Research | $29,814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $247,234,268 | SubtotalSpentAmt |
| Continuation Spent | $4,616,907 | ContinuationSpentAmt |
| Total Spent | $251,851,175 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Financial Assistance | Central America and the Caribbean | 5 | $176,087 | Acct Credit |
| Financial Assistance | Europe (Including Iceland and Greenland) | 12 | $345,560 | Acct Credit |
| Financial Assistance | East Asia and the Pacific | 194 | $4,147,185 | Acct Credit |
| Financial Assistance | Middle East and North Africa | 8 | $328,280 | Acct Credit |
| Financial Assistance | North America | 5 | $102,937 | Acct Credit |
| Financial Assistance | Russia and the Newly Independent States | 6 | $192,936 | Acct Credit |
| Financial Assistance | South America | 3 | $119,976 | Acct Credit |
| Financial Assistance | South Asia | 93 | $2,985,833 | Acct Credit |
| Financial Assistance | Sub-Saharan Africa | 34 | $1,090,768 | Acct Credit |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | All Financial Aid grants and scholarships to Mount Holyoke College degree-seeking students who are citizens of foreign countries are recorded in the financial aid management software, Powerfaids, by amount per semester. Student Financial Services staff determine student eligibility based on a consistently applied need analysis formula which calculates the expected family contribution (EFC). The EFC is subtracted from the total cost of attendance to equal the financial aid eligibility. The financial aid grant amount is determined based on consistently applied packaging formulas to meet the full calculated need of each student. In addition to the need based aid, there are some grants that are awarded based on merit or other factors. Financial aid grant funds are monitored through the financial aid management software, PowerFAIDS. Staff who will be awarding financial aid grant funds are trained to adhere to these policies and procedures. The financial aid grant information is transferred from PowerFAIDS to the student information system, Ellucian Colleague, via a regularly scheduled interface. When all institutional grant disbursement requirements are met, the funds are disbursed to the student account in Colleague. The funds are credited against any billed charges that have been previously posted. For the limited number of students where this results in a credit balance, the credit may be refunded to the student in the form of a check. The student initiates this refund process by submitting a completed Disbursement Form or Credit Balance Request Form. Student eligibility is monitored throughout the period of enrollment and adjustments are made, as necessary, for changes in enrollment status according to the College's published refund policies. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FrndofAthletics | Event1Nm |
| Gross Receipts Event1 | $18,635 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $13,035 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $5,600 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $500 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $3,560 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $2,483 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $18,635 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $13,035 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $5,600 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $500 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $3,560 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,483 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $6,543 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$943 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Columbia University | ||||||||
| Sponsored Projects Finance | PO Box 29789 | New York | NY | 100879789 | 135598093 | 501(c)(3) | $62,357 | Sub-award for grant research |
| Town of South Hadley | ||||||||
| 116 Main Street | South Hadley | MA | 01075 | 046001303 | 115 | $60,000 | Support for fire dept capital equip fund | |
| Five Colleges Incorporated | ||||||||
| 97 Spring Street | Amherst | MA | 010022324 | 046134696 | 501(c)(3) | $32,285 | Suppt for Five Coll Ctr for Study-WldLan | |
| WFCR | ||||||||
| Hampshire House | Amherst | MA | 01003 | 046130523 | 501(c)(3) | $11,543 | Gen support for local public radio statn | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Fin aid&fellowships for US citizens for tuit,rm,bd | GrantTypeTxt |
| Recipient | 1342 | RecipientCnt |
| Cash Grant | $46,344,112 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | All financial aid grants and scholarships to students who are United States citizens are recorded in the financial aid management software, PowerFAIDS, by amount per semester. Student Financial Services staff determine student eligibility based on a consistently applied need analysis formula which calculates the expected family contribution (EFC). The EFC is subtracted from the total cost of attendance to equal the financial aid eligibility. The financial aid grant amount is determined based on consistently applied packaging formulas to meet the full calculated need of each student. In addition to the need based aid, there are some grants that are awarded based on merit or other factors. Financial aid grant funds are monitored through the financial aid management software, PowerFAIDS. Staff who will be awarding financial aid grant funds are trained to adhere to these policies and procedures. The financial aid grant information is transferred from PowerFAIDS to the student information system, Ellucian Colleague, via a regularly scheduled interface. When all institutional grant disbursement requirements are met, the funds are disbursed to the student account in Colleague. The funds are credited against any billed charges that have been previously posted. If this transaction results in a credit balance, the credit may be refunded to the student in the form of a check. The student initiates this refund process by submitting a completed Disbursement Form or Credit Balance Request Form. Student eligibility is monitored throughout the period of enrollment and adjustments are made, as necessary, for changes in enrollment status according to the College's published refund policies. During the fiscal year, the College conducted grant-funded research. Four of the research grants included collaboration with institutions whose faculty are accomplished in their respective fields of study. Infrequently at the discretion of the President or Vice President for Finance and Administration, the College makes donations to support the town or nonprofit organizations. In these instances, the College generally does not monitor the ultimate use of the funds as these amounts are unrestricted grants to municipalities and organizations that are recognized as being described in Internal Revenue Code Section 501(C)(3). In certain instances when the College grants funds for specified use by the town, the College maintains a written agreement that such grant will be used for the designated purpose. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SONYA STEPHENS | ||||||||||||||
| PRESIDENT | $448,094 | $0 | $0 | $0 | $357,862 | $0 | $28,875 | $0 | $36,595 | $0 | $871,426 | $0 | $0 | $0 |
| GAIL BERSON | ||||||||||||||
| VP FOR ENROLL & DEAN OF ADMIN | $148,613 | $0 | $0 | $0 | $0 | $0 | $16,021 | $0 | $7,528 | $0 | $172,162 | $0 | $0 | $0 |
| CHARLES GREENE II | ||||||||||||||
| VP FOR COMM & MARKETING | $170,728 | $0 | $0 | $0 | $18,901 | $0 | $0 | $0 | $21,850 | $0 | $211,479 | $0 | $0 | $0 |
| SHANNON D GUREK | ||||||||||||||
| VP FOR FIN & ADMIN & TREASURER | $292,395 | $0 | $0 | $0 | $0 | $0 | $28,875 | $0 | $18,017 | $0 | $339,287 | $0 | $0 | $0 |
| KASSANDRA JOLLEY | ||||||||||||||
| VP FOR ADVANCEMENT | $264,779 | $0 | $0 | $0 | $0 | $0 | $28,229 | $0 | $19,150 | $0 | $312,158 | $0 | $0 | $0 |
| LENORE REILLY | ||||||||||||||
| SECRETARY OF THE COLLEGE | $158,920 | $0 | $0 | $0 | $0 | $0 | $16,891 | $0 | $8,026 | $0 | $183,837 | $0 | $0 | $0 |
| MARCELLA RUNELL HALL | ||||||||||||||
| VP FOR STUD LIFE & DEAN OF STU | $181,894 | $0 | $0 | $0 | $0 | $0 | $19,714 | $0 | $35,903 | $0 | $237,511 | $0 | $0 | $0 |
| JON WESTERN | ||||||||||||||
| VP FOR ACAD AFF & DEAN FACULTY | $238,343 | $0 | $0 | $0 | $0 | $0 | $25,532 | $0 | $55,060 | $0 | $318,935 | $0 | $0 | $0 |
| HEIDI FRIEDMAN | ||||||||||||||
| ASSOCIATE VP HUMAN RESOURCES | $167,627 | $0 | $0 | $0 | $0 | $0 | $10,591 | $0 | $19,110 | $0 | $197,328 | $0 | $0 | $0 |
| KEITH MICHEL | ||||||||||||||
| EXEC DIR FOR LEADERSHIP GIFTS | $185,320 | $0 | $0 | $0 | $15,000 | $0 | $20,097 | $0 | $21,140 | $0 | $241,557 | $0 | $0 | $0 |
| EVA PAUS | ||||||||||||||
| PROF OF ECON&DIR-CTR FOR GLOB | $191,444 | $0 | $0 | $0 | $0 | $0 | $20,461 | $0 | $21,492 | $0 | $233,397 | $0 | $0 | $0 |
| MARK PETERSON | ||||||||||||||
| PROF OF PHYSICS & MATHEMATICS | $218,402 | $0 | $0 | $0 | $0 | $0 | $23,137 | $0 | $8,045 | $0 | $249,584 | $0 | $0 | $0 |
| ALEXANDER WIRTH-CAUCHON | ||||||||||||||
| CIO&EXEC DIR OF LIB INFO&TECH | $185,940 | $0 | $0 | $0 | $0 | $0 | $19,791 | $0 | $8,677 | $0 | $214,408 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | WHEN TRAVELING FOR COLLEGE BUSINESS INTERNATIONALLY, THE COLLEGE ALLOWS INDIVIDUALS TRAVELING TO SPECIFIC LIMITED AREAS OF THE WORLD TO FLY BUSINESS CLASS. IN CALENDAR YEAR 2018, THE VICE PRESIDENT FOR ADVANCEMENT HAD ONE SUCH OCCASION INVOLVING BUSINESS CLASS TRAVEL ON AN INTERNATIONAL FLIGHT. THE FARE WAS ACTUALLY LESS THAN OR EQUAL TO ECONOMY CLASS AT THE TIME OF BOOKING AND ONE LEG OF THIS FLIGHT HAPPENED TO BE FIRST CLASS. THE PRESIDENT FLEW FIRST CLASS ON A DOMESTIC FLIGHT DUE TO AN UNEXPECTED CHANGE IN TRAVEL PLANS AT WHICH TIME LOWER CLASS FARES WERE UNAVAILABLE. THE VICE PRESIDENT FOR ENROLLMENT HAD ONE OCCASION OF FIRST CLASS TRAVEL ON AN INTERNATIONAL FLIGHT. The Board of Trustees recognizes the unique role the President and other senior administrators play in supporting alumnae and advancement activities, campus events, and other official functions. Accordingly, as a condition of employment and for the convenience of the College, College owned or leased housing is provided to the President and the Vice President for Student Life and Dean of Students to fulfill these duties. Such housing provided to the President is approved by the Board of Trustees and housing provided to other senior administrators is approved by the President. For the President's house, the College provides custodial personnel and appropriate equipment and supplies necessary to keep the residence's appearance and cleanliness at acceptable standards. The cost for time spent cleaning the personal quarters of the President's house is included in the Form W-2 of the President. |
| PART I, LINE 3 | For a description of the process used to determine the President's compensation, please refer to Schedule O, Part VI, Section B, line 15. |
| PART II, LINE 1, COLUMN B | The Presidents compensation includes payment in lieu of sabbatical as part of the transition from her position as Dean of Faculty to President. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MA DEVELOPMENT FIN AGCY-MHC ISSUE SERIES 2011A&B | ||||||||
| A | 043431814 | 57583UFU7 | 2011-06-09 | $76,131,942 | REFUND 2001B & CONSTRUCTION | false | false | false |
| MA Developmnt Fin Agcy-MHC Issue Series2011A&2016A | ||||||||
| B | 043431814 | 000000000 | 2016-03-24 | $65,305,000 | REFUND 2011A & CONSTRUCTION | false | false | false |
| MA DEVELOPMENT FINANCE AGCY-MHC ISSUE SERIES 2016B | ||||||||
| C | 043431814 | 000000000 | 2016-11-30 | $33,755,000 | TO REFUND 2008 BOND ISSUE | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $4,015,000 | $0 | $30,418,092 | $0 | $0 | $0 | $165,299 | $0 | $0 | $30,252,793 | $0 | $0 | 2014 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $1,300,000 | $0 | $65,515,204 | $0 | $0 | $0 | $238,907 | $0 | $0 | $25,971,297 | $39,305,000 | $0 | 2018 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $625,000 | $0 | $33,755,000 | $0 | $0 | $0 | $226,338 | $0 | $0 | $0 | $33,528,662 | $0 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | 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 | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | 0 | 0.00320 | 0.00320 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | 0.00720 | 0.00720 | false | false | false | Yes (true) | |
| C | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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 | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | false | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | Yes (true) | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 3 | 06/09/2011 $76,131,942 Bond: LINE 3 OF PART II, COLUMN A REPORTS $30,418,092, WHICH IS EQUAL TO THE ISSUANCE PRICE RELATED TO THE 2011B BOND. THE 2011A BOND ISSUE WAS REISSUED ON MARCH 24, 2016, AND IS THEREFORE NOT INCLUDED IN COLUMN A. IT IS INSTEAD INCLUDED IN PART II, COLUMN B DUE TO ITS REISSUANCE. 03/24/2016 $65,305,000 Bond: The Series 2011A bond was reissued on March 24, 2016 in the stated principal amount of $39,305,000, and the Series 2016A bond was issued in the stated principal amount of $26,000,000. The total of these two issues (plus the investment earnings of $210,204) agrees to the amount reported on Line 3 of Part II, Column B. PART II, LINE 11 06/09/2011 $76,131,942 Bond: $45,144,582 represents the portion of the bond used to refund the College's 2001 bond issue. The projects funded by the 2001 bond issue were substantially completed in 2004. |
| PART III, LINE 3C | 06/09/2011 $76,131,942 Bond: The College receives government grant funding for basic research for the advancement of scientific knowledge with no commercial objective. Some research takes place in campus facilities that were constructed or renovated using tax-exempt bond proceeds; however, the College meets the safe harbor for reporting this research as not being private use. |
| PART III, LINE 3D | 06/09/2011 $76,131,942 Bond: Management reviews all contracts related to bond financed facilities and has engaged bond counsel to review any agreements that are deemed significant. |
| PART IV, LINE 2C | MA Development Finance Agency-MHC Issue Series 2011A and 2011B - Date the rebate computation was performed: 6/9/2019 MA Development Finance Agency-MHC Issue Series 2011A and 2016A - Date the rebate computation was performed: 1/31/2019 MA Development Finance Agency-MHC Issue Series 2016B - Date the rebate computation was performed: 11/3/2019 Rebate calculations: For the applicable bonds listed above in the Part IV, Arbitrage, Line 2c statement, the College contracted with a third party to prepare the rebate calculations on the dates as reported above for each respective bond issue. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|
| $18,000 | Tuition Exchange | Tuition benefit for child |
| $49,780 | Scholarship | Grant Aid for Child |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Adage Capital Management | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Trustee's husband | RelationshipDescriptionTxt |
| Transaction | $537,442 | TransactionAmt |
| Transaction | Investment | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 1 | FormAndLineReferenceDesc |
| Explanation | The College has invested in Adage Capital Partners LP since October, 2001. This investment was vetted by Cambridge Associates LLC, an independent advisory firm that performs due diligence and makes recommendations for investments. The husband of Trusteee Elizabeth Cochary Gross is a partner at Adage Capital Management. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $227,250 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 190 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,047,725 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Form8283 Received | 7 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B | FormAndLineReferenceDesc |
| Explanation | USE OF THIRD PARTIES For gifts of tangible real or personal property that do not meet the College's mission objectives, the College engages the services of an auction house or real estate agent to sell the property and transfer the proceeds to the College. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART I, LINE 1 THE MISSION OF MOUNT HOLYOKE COLLEGE IS TO PROVIDE AN INTELLECTUALLY ADVENTUROUS EDUCATION IN THE LIBERAL ARTS AND SCIENCES THROUGH ACADEMIC PROGRAMS RECOGNIZED INTERNATIONALLY FOR THEIR EXCELLENCE AND RANGE; TO DRAW STUDENTS FROM ALL BACKGROUNDS INTO AN EXCEPTIONALLY DIVERSE AND INCLUSIVE LEARNING COMMUNITY WITH HIGHLY ACCOMPLISHED, COMMITTED, AND RESPONSIVE FACULTY AND STAFF; TO CONTINUE BUILDING ON THE COLLEGE'S HISTORIC LEGACY OF LEADERSHIP IN THE EDUCATION OF WOMEN; AND TO PREPARE STUDENTS, THROUGH A LIBERAL EDUCATION INTEGRATING CURRICULUM AND CAREERS, FOR LIVES OF THOUGHTFUL, EFFECTIVE, AND PURPOSEFUL ENGAGEMENT IN THE WORLD. ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 MOUNT HOLYOKE COLLEGE IS A HIGHLY SELECTIVE, NONDENOMINATIONAL, RESIDENTIAL, RESEARCH LIBERAL ARTS COLLEGE FOR WOMEN. THE COLLEGE'S LONG, DISTINGUISHED HISTORY OF EDUCATING LEADERS ARISES FROM A POWERFUL COMBINATION OF ACADEMIC EXCELLENCE IN A GLOBAL LEARNING ENVIRONMENT. AS THE FIRST OF THE SEVEN SISTERS - THE FEMALE EQUIVALENT OF THE ONCE PREDOMINANTLY MALE IVY LEAGUE - MOUNT HOLYOKE HAS LED THE WAY IN WOMEN'S EDUCATION, PREPARING STUDENTS FOR PURPOSEFUL ENGAGEMENT IN THE WORLD. |
| PART VI, SECTION A, LINE 7A | MEMBERS OF THE ORGANIZATION ACCORDING TO THE COLLEGE'S BY-LAWS, FIVE TRUSTEES, KNOWN AS ALUMNAE TRUSTEES, SHALL BE ELECTED BY THE ALUMNAE IN ACCORDANCE WITH THE BY-LAWS OF THE ALUMNAE ASSOCIATION. ONE ALUMNA TRUSTEE SHALL BE ELECTED EACH YEAR TO SERVE FOR A PERIOD OF FIVE YEARS. IN ADDITION, THE PRESIDENT OF THE ALUMNAE ASSOCIATION SHALL SERVE AS A SIXTH ALUMNA TRUSTEE DURING HER TERM OF OFFICE. THE ELECTION OF TRUSTEES, OTHER THAN ALUMNAE TRUSTEES, MAY BE HELD AT ANY REGULAR OR SPECIAL MEETING PROVIDED THAT WRITTEN NOTICE OF SUCH ELECTION, INCLUDING THE NAMES OF NOMINEES, HAS BEEN MADE AT LEAST THREE DAYS PRIOR TO THE MEETING. NOMINATIONS SHALL BE MADE BY THE NOMINATING AND GOVERNANCE COMMITTEE. |
| PART VI, SECTION B, LINE 11B | FORM 990 REVIEW ANNUAL REVIEW OF THE COLLEGE'S FORM 990 IS DELEGATED TO THE AUDIT COMMITTEE. THE NOMINATING AND GOVERNANCE COMMITTEE IS RESPONSIBLE FOR REVIEWING THE SECTIONS OF THE FORM 990 THAT PERTAIN TO COMPENSATION AND REPORTING BACK TO THE AUDIT COMMITTEE. THIS PROCESS PERMITS THE GROUP OF TRUSTEES (THE AUDIT COMMITTEE) WHO ARE MOST KNOWLEDGEABLE TO REVIEW THE DOCUMENT ON BEHALF OF THE ENTIRE BOARD. THE AUDIT COMMITTEE REPORTS ANY FINDINGS TO THE BOARD OF TRUSTEES AND THE COMPLETE COPY OF THE FORM 990 IS PROVIDED TO EACH TRUSTEE PRIOR TO FILING. |
| PART VI, SECTION B, LINE 12C | MONITORING AND ENFORCEMENT OF CONFLICT POLICY THE COLLEGE REQUIRES EACH MEMBER OF THE BOARD OF TRUSTEES TO ELECTRONICALLY TRANSMIT A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY VIA THE COLLEGE'S SECURED WEBSITE. IN ADDITION, NON-TRUSTEE COMMITTEE MEMBERS, OFFICERS, AND EMPLOYEES WITH KEY RESPONSIBILITIES ARE ASKED TO ELECTRONICALLY SUBMIT CONFLICT OF INTEREST DISCLOSURE FORMS ANNUALLY. THE OFFICE OF THE PRESIDENT ENSURES THAT THE COMPLETED FORMS ARE RETURNED BY ALL TRUSTEES, AND THE OFFICE OF FINANCE AND ADMINISTRATION ENSURES THAT THE COMPLETED FORMS ARE RETURNED BY ALL NON-TRUSTEE COMMITTEE MEMBERS, OFFICERS, AND EMPLOYEES WITH KEY RESPONSIBILITIES. THE OFFICE OF FINANCE AND ADMINISTRATION COLLECTS AND RECORDS THE SUBMITTED DATA FROM THE SECURED WEBSITE. THE INFORMATION ON THE SUBMITTED FORMS IS SUMMARIZED BY THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND TREASURER WHO PROVIDES A COPY OF THE SUMMARY TO THE AUDIT COMMITTEE ANNUALLY. THE AUDIT COMMITTEE REVIEWS THE INFORMATION DISCLOSED AND ADVISES THE PRESIDENT AND THE CHAIR OF THE BOARD AS TO POTENTIAL CONFLICTS. THE AUDIT COMMITTEE MAY, AT ITS DISCRETION, DELEGATE THIS ANNUAL REVIEW TO THE CHAIR OF THE COMMITTEE. BY SIGNING THE ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM, EACH INDIVIDUAL AGREES TO ANSWER ANY QUESTIONS THAT BOARD MEMBERS MAY HAVE ABOUT POTENTIAL CONFLICTS. |
| PART VI, SECTION B, LINE 15 | COMPENSATION REVIEW AND APPROVAL ANNUALLY, THE HUMAN RESOURCES DEPARTMENT ASSEMBLES COMPARATIVE SALARY DATA FOR ALL SENIOR/EXECUTIVE POSITIONS AT THE COLLEGE INCLUDING: PRESIDENT AND ALL VICE PRESIDENTS AND THE SECRETARY OF THE COLLEGE. THIS PROCESS WAS LAST UNDERTAKEN IN MAY 2019 FOR EACH OF THE POSITIONS MENTIONED ABOVE. SALARY DATA FOR THESE EXECUTIVE POSITIONS IS COMPILED FROM THE ADMINISTRATORS IN HIGHER EDUCATION SALARIES SURVEY CONDUCTED ANNUALLY BY THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA -HR) AND ASSEMBLED AND ANALYZED USING SEVERAL VIEWS (25TH AND 75TH PERCENTILES, MEDIAN, AND MEAN) FOR SALARY DATA FROM ALL PRIVATE INDEPENDENT INSTITUTIONS HAVING A SIMILAR ENDOWMENT VALUE AND FALLING WITHIN A COMPARABLE BUDGET QUARTILE AS THAT OF MOUNT HOLYOKE COLLEGE. IN ADDITION, MOUNT HOLYOKE COLLEGE PARTICIPATES IN A SURVEY ON EXECUTIVE TOTAL COMPENSATION, WHICH IS CONDUCTED ANNUALLY BY A THIRD PARTY COMPENSATION CONSULTANT (CURRENTLY CONDUCTED BY SULLIVAN, COTTER & ASSOCIATES). TWENTY-SEVEN OF THE COLLEGE'S PEER INSTITUTIONS ALSO PARTICIPATE IN THIS SURVEY. SALARY DATA FROM THIS SURVEY IS ANALYZED IN A SIMILAR FASHION TO THE CUPA-HR DATA. THIS SALARY DATA, ALONG WITH SALARIES OF CURRENT MOUNT HOLYOKE COLLEGE INCUMBENTS, IS ASSEMBLED AND SHARED WITH THE CHAIR OF THE BOARD OF TRUSTEES AND WITH THE CHAIR OF THE NOMINATING AND GOVERNANCE COMMITTEE. THE DATA IS THEN PRESENTED TO THE FULL NOMINATING AND GOVERNANCE COMMITTEE FOR DISCUSSION AND DECISION ON WHAT SALARY ADJUSTMENTS, IF ANY, WILL BE MADE. THE CHAIR OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE REVIEW OF PERFORMANCE OF THE PRESIDENT. THE PRESIDENT IS RESPONSIBLE FOR OVERSIGHT OF PERFORMANCE MANAGEMENT FOR THE VICE PRESIDENTS. WITH REGARD TO THE PRESIDENT'S COMPENSATION, IN ADDITION TO COMPARATIVE PEER SALARY DATA, THE HUMAN RESOURCES DEPARTMENT ALSO ASSEMBLES A SUMMARY REPORT OF PRESIDENTIAL "TOTAL" SALARY. THIS REPORT IS ALSO REVIEWED BY AND DISCUSSED WITH THE NOMINATING AND GOVERNANCE COMMITTEE AND IS DISCUSSED WITH THE ENTIRE BOARD IN THEIR EXECUTIVE SESSION. THE PROCESS FOR DETERMINING THE COMPENSATION OF THE COLLEGE'S OFFICERS MEETS THE THREE REQUIREMENTS OF THE REBUTTABLE PRESUMPTION STANDARD. THE COMPENSATION ARRANGEMENTS ARE APPROVED IN ADVANCE BY THE ORGANIZATION'S NOMINATING AND GOVERNANCE COMMITTEE. THE COMMITTEE IS APPOINTED BY THE BOARD OF TRUSTEES FOR THE PURPOSE OF ASSISTING THE BOARD IN FULFILLING ITS RESPONSIBILITY TO THE COLLEGE AND THE COMMUNITY TO ENSURE THE COMPENSATION IS IN ACCORDANCE WITH THE COLLEGE'S POLICIES. AS MENTIONED, PRIOR TO MAKING ANY COMPENSATION DECISIONS, THE NOMINATING AND GOVERNANCE COMMITTEE OBTAINS AND RELIES UPON APPROPRIATE DATA AS TO COMPARABILITY. THE COMMITTEE UTILIZES COMPENSATION SURVEYS THAT INCLUDE COMPARABLE INSTITUTIONS TO SET COMPENSATION LEVELS. FINALLY, THE NOMINATING AND GOVERNANCE COMMITTEE ADEQUATELY AND TIMELY DOCUMENTS THE BASIS FOR SETTING COMPENSATION CONCURRENTLY WITH THE MAKING OF THE DETERMINATION. |
| PART VI, SECTION C, LINE 19 | AVAILABILITY OF DOCUMENTS THE COLLEGE MAKES ITS BY-LAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA THE MOUNT HOLYOKE COLLEGE WEBSITE. IN ADDITION, THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE WEBSITE OF THE MASSACHUSETTS ATTORNEY GENERAL. |
| PART XI, LINE 9 | WILLITS HALLOWELL CENTER SUPPORT (62,508) CHANGE IN VALUE OF INTEREST RATE SWAPS (725,184) CHANGE IN FAS 158 PENSION LIABILITY (806,928) CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 4,121,373 -------------------- TOTAL 2,526,753 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Willits Hallowell Center Inc | ||||||||||
| c/o MHC 50 College St | South Hadley | MA | 01075 | 042565823 | MHC Meetings | MA | 501(c)(3) | 12b,TYPE II | MHC | Yes (true) |
| Alumnae Assoc of Mount Holyoke College | ||||||||||
| c/o MHC 50 College St | South Hadley | MA | 01075 | 042105894 | Alumnae Netwk | MA | 501(c)(3) | 12a, TYPE I | NA | false |
| Associated Kyoto Program Inc | ||||||||||
| c/o Oberlin College 70 N Professo | Oberlin | OH | 44074 | 042996114 | Educ. Exchge | MA | 501(c)(3) | 12c,TYPEIII | NA | false |
| Center Redevelopment Corporation | ||||||||||
| 17 College Street | South Hadley | MA | 01075 | 042939950 | Real Estate | MA | 501(c)(3) | 12a, TYPE I | MHC | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| The Center Business Corporation | ||||||||||||
| 17 College Street | South Hadley | MA | 01075 | 042983326 | Small bus invtmnt | MA | MHC | C Corp | -$565 | $8,547 | 1.00000 | Yes (true) |
| Charitable Remainder Unitrusts (20) | ||||||||||||
| c/o Mount Holyoke College 50 Colle | South Hadley | MA | 01075 | Charitable Trust | MA | MHC | Trust | Yes (true) | ||||
| Charitable Remainder Unitrust Make Up(1) | ||||||||||||
| c/o Mount Holyoke College 50 Colle | South Hadley | MA | 01075 | Charitable Trust | MA | MHC | Trust | Yes (true) | ||||
| Perpetual Trust (1) | ||||||||||||
| c/o Mount Holyoke College 50 Colle | South Hadley | MA | 01075 | Charitable Trust | MA | MHC | Trust | Yes (true) | ||||
| Pooled Income Funds (2) | ||||||||||||
| c/o Mount Holyoke College 50 Colle | South Hadley | MA | 01075 | Charitable Trust | MA | MHC | Trust | Yes (true) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Willits Hallowell Center | ||
| l | $147,117 | Overhead Alloc. |
| Willits Hallowell Center | ||
| m | $561,512 | Internal Sales |
| Willits Hallowell Center | ||
| n | $350,000 | Est'd FMV- Bldg |
| Willits Hallowell Center | ||
| r | $62,508 | Willits Subsidy |
| Pooled Income Funds (2) | ||
| s | $211,039 | Mandatory Trans |
| Charitable Remainder Unitrusts (20) | ||
| s | $1,451,620 | Mandatory Trans |