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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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-13T15:07:23-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 South StreetAddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103578EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Trustees of Mount Holyoke CollegeBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Ellen Rutan - ComptrollerInCareOfNm
Business Name ControlTRUSBusinessNameControlTxt
Phone4135383674PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 COLLEGE STREETAddressLine1Txt
CitySOUTH HADLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01075ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELLEN RUTANPersonNm
Person TitleCOMPTROLLERPersonTitleTxt
Phone4135383674PhoneNum
Signature2020-07-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHY JOSEPHPreparerPersonNm
PTINP01085371PTIN
Phone6179881000PhoneNum
Preparation2020-07-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address199.206.0.5IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id04502320201955000018FederalOriginalSubmissionId
Federal Original Submission Id2020-07-13FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id48605DF03A80FB7C683A68A413714D0F9DD190DEAtSubmissionCreationDeviceId
At Submission Filing Device Id5CE8C045D451A9174E08B035B8C1F7990FA45DBAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1MOUNT HOLYOKE COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerSONYA STEPHENSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 COLLEGE STREETAddressLine1Txt
CitySOUTH HADLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01075ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$259,225,235GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MTHOLYOKE.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1836FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body30VotingMembersGoverningBodyCnt
Voting Members Independent28VotingMembersIndependentCnt
Total Employee3326TotalEmployeeCnt
Total Volunteers1185TotalVolunteersCnt
Total Gross UBI-$1,415,961TotalGrossUBIAmt
PY Contributions Grants$37,088,549PYContributionsGrantsAmt
CY Contributions Grants$24,513,999CYContributionsGrantsAmt
PY Program Service Revenue$117,509,964PYProgramServiceRevenueAmt
CY Program Service Revenue$140,776,970CYProgramServiceRevenueAmt
PY Investment Income$41,797,266PYInvestmentIncomeAmt
CY Investment Income$43,661,120CYInvestmentIncomeAmt
PY Other Revenue$21,680,587PYOtherRevenueAmt
CY Other Revenue$8,747,083CYOtherRevenueAmt
PY Total Revenue$218,076,366PYTotalRevenueAmt
CY Total Revenue$217,699,172CYTotalRevenueAmt
PY Grants And Similar Paid$54,818,729PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$56,008,759CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$88,786,425PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$91,680,154CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$7,885,694CYTotalFundraisingExpenseAmt
PY Other Expenses$58,824,387PYOtherExpensesAmt
CY Other Expenses$61,392,655CYOtherExpensesAmt
PY Total Expenses$202,429,541PYTotalExpensesAmt
CY Total Expenses$209,081,568CYTotalExpensesAmt
PY Revenues Less Expenses$15,646,825PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,617,604CYRevenuesLessExpensesAmt
Total Assets BOY$1,069,072,820TotalAssetsBOYAmt
Total Assets EOY$1,083,472,761TotalAssetsEOYAmt
Total Liabilities BOY$187,185,104TotalLiabilitiesBOYAmt
Total Liabilities EOY$183,685,524TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$881,887,716NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$899,787,237NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$141,298,411ExpenseAmt
Grant$56,008,759GrantAmt
Revenue$118,364,300RevenueAmt
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

FieldValueIRS element (for citing)
Expense$29,841,894ExpenseAmt
Revenue$14,999,809RevenueAmt
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

FieldValueIRS element (for citing)
Expense$10,614,657ExpenseAmt
Revenue$15,556,633RevenueAmt
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
FieldValueIRS element (for citing)
Total Program Service Expenses$181,754,962TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2942IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3326EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryFRForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members30GoverningBodyVotingMembersCnt
Independent Voting Member28IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonEllen Rutan - ComptrollerPersonNm
Phone4135382713PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 College StreetAddressLine1Txt
CitySouth HadleyCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01075ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
BARBARA BAUMANN
CHAIR8.00.1Yes (X)$0$0$0
ELIZABETH BARBEAU
TRUSTEE2.00.1Yes (X)$0$0$0
JENNIE BERKSON
TRUSTEE2.00.1Yes (X)$0$0$0
LORI BETTISON-VARGA
TRUSTEE2.00.1Yes (X)$0$0$0
ELIZABETH COCHARY GROSS
TRUSTEE4.00.1Yes (X)$0$0$0
KATHERINE E COLLINS
TRUSTEE6.00.1Yes (X)$0$0$0
ERIN ENNIS
TRUSTEE2.00.1Yes (X)$0$0$0
CARRIANNA K FIELD
TRUSTEE2.00.1Yes (X)$0$0$0
ELLEN J FLANNERY
TRUSTEE2.00.2Yes (X)$0$0$0
HEATHER HARDE
TRUSTEE2.00.1Yes (X)$0$0$0
RHYNETTE NORTHCROSS HURD
TRUSTEE4.02.1Yes (X)$0$0$0
DEBRA MARTIN CHASE
TRUSTEE (UNTIL 5/31/19)2.00.1Yes (X)$0$0$0
ANNE MCKENNY
TRUSTEE2.00.1Yes (X)$0$0$0
DAVID MAHONEY
TRUSTEE2.00.1Yes (X)$0$0$0
CAMILLE MALONZO
TRUSTEE2.00.1Yes (X)$0$0$0
KC MAURER
TRUSTEE2.00.1Yes (X)$0$0$0
NATASHA MOHANTY
TRUSTEE2.00.1Yes (X)$0$0$0
MARIA MOSSAIDES
TRUSTEE2.010.1Yes (X)$0$0$0
ELLEN HYDE PACE
TRUSTEE2.00.1Yes (X)$0$0$0
ELIZABETH A PALMER
TRUSTEE6.00.1Yes (X)$0$0$0
JENNIFER ROCHLIS
TRUSTEE4.00.1Yes (X)$0$0$0
GARETH ROSS
TRUSTEE2.00.1Yes (X)$0$0$0
RAJ SESHADRI
TRUSTEE2.00.1Yes (X)$0$0$0
KARENA STRELLA
VICE CHAIR4.00.1Yes (X)$0$0$0
MONA SUTPHEN
TRUSTEE4.00.1Yes (X)$0$0$0
MICHELLE TOH
TRUSTEE2.00.1Yes (X)$0$0$0
LOUISE WASSO
TRUSTEE4.00.1Yes (X)$0$0$0
SARAH WELLS
TRUSTEE2.00.1Yes (X)$0$0$0
ELIZABETH WEATHERMAN
TRUSTEE4.00.1Yes (X)$0$0$0
ELIZABETH WHARFF
TRUSTEE2.00.1Yes (X)$0$0$0
SONYA STEPHENS
PRESIDENT60.01.0Yes (X)$805,956$0$65,470Yes (X)
GAIL BERSON
VP FOR ENROLL & DEAN OF ADMIN50.00.0$148,613$0$23,549Yes (X)
CHARLES GREENE II
VP FOR COMM & MARKETING50.00.0$189,629$0$21,850Yes (X)
SHANNON D GUREK
VP FOR FIN & ADMIN & TREASURER50.01.0$292,395$0$46,892Yes (X)
KASSANDRA JOLLEY
VP FOR ADVANCEMENT50.00.0$264,779$0$47,379Yes (X)
ROBIN RANDALL
VP FOR ENROLLMENT MANAGEMENT50.00.0$72,729$0$14,013Yes (X)
LENORE REILLY
SECRETARY OF THE COLLEGE50.01.0$158,920$0$24,917Yes (X)
MARCELLA RUNELL HALL
VP FOR STUD LIFE & DEAN OF STU50.00.0$181,894$0$55,617Yes (X)
KIJUA SANDERS-MCMURTRY
VP FOR EQUITY&INCLUSION&CDO50.00.0$73,298$0$17,746Yes (X)
JON WESTERN
VP FOR ACAD AFF & DEAN FACULTY50.00.0$238,343$0$80,592Yes (X)
HEIDI FRIEDMAN
ASSOCIATE VP HUMAN RESOURCES50.00.0$167,627$0$29,701Yes (X)
KEITH MICHEL
EXEC DIR FOR LEADERSHIP GIFTS50.00.0$200,320$0$41,237Yes (X)
EVA PAUS
PROF OF ECON&DIR-CTR FOR GLOB50.00.0$191,444$0$41,953Yes (X)
MARK PETERSON
PROF OF PHYSICS & MATHEMATICS50.00.0$218,402$0$31,182Yes (X)
ALEXANDER WIRTH-CAUCHON
CIO&EXEC DIR OF LIB INFO&TECH50.00.0$185,940$0$28,468Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,390,289TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$570,566TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K139IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CAMBRIDGE ASSOCIATES LLC
100 SUMMER STREETBOSTONMA02110INVESTMENT CONSULT$1,120,000
BERGMEYER ASSOCIATES INC
51 SLEEPER STREETBOSTONMA02210ARCHITECTURAL DESIGN$776,576
ATLAS VENTURE FUND
400 TECHNOLOGY SQUARE 10TH FLOORCAMBRIDGEMA02139INVESTMENT MGMT$713,513
ADAGE CAPITAL PARTNERS
200 CLARENDON STREET 52ND FLOORBOSTONMA02116INVESTMENT MGMT$486,447
CEDAR ROCK CAPITAL PARTNERS
11 BROADWAY SUITE 965NEW YORKNY10019INVESTMENT MGMT$455,423
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K34CntrctRcvdGreaterThan100KCnt
Fundraising$13,035FundraisingAmt
Government Grants$4,596,095GovernmentGrantsAmt
All Other Contributions$19,904,869AllOtherContributionsAmt
Noncash Contributions$3,284,975NoncashContributionsAmt
Total Contributions$24,513,999TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition and Fees611310$110,351,805$110,351,805
ROOM AND BOARD611310$30,399,122$30,399,122
Educational Performances611310$26,043$26,043
FieldValueIRS element (for citing)
Total Program Service Revenue$140,776,970TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,691,563TotalRevenueColumnAmt
Unrelated Business Revenue-$1,959,382UnrelatedBusinessRevenueAmt
Exclusion$10,650,945ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,281TotalRevenueColumnAmt
Exclusion$7,281ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,082TotalRevenueColumnAmt
Exclusion$1,082ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$577,660RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$412,217RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$165,443RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$165,443TotalRevenueColumnAmt
Exclusion$165,443ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$75,802,534SecuritiesAmt
Other$25,454OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$40,865,712SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$34,936,822SecuritiesAmt
Other$25,454OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$34,962,276TotalRevenueColumnAmt
Unrelated Business Revenue$105,692UnrelatedBusinessRevenueAmt
Exclusion$34,856,584ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$5,600FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$13,035ContriRptFundraisingEventAmt
Fundraising Direct Expenses$6,543FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$943TotalRevenueColumnAmt
Exclusion-$943ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$398,911GrossSalesOfInventoryAmt
Cost Of Goods Sold$241,591CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$157,320TotalRevenueColumnAmt
Related Or Exempt Func Income$157,320RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Public Safety Collaborative611310$2,370,890$2,370,890
Educational Conferences721000$1,141,617$746,338$395,279
All other revenue611310$4,911,674$4,869,224$42,450
FieldValueIRS element (for citing)
Other Revenue Total$8,424,181OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$217,699,172TotalRevenueColumnAmt
Related Or Exempt Func Income$148,920,742RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$1,415,961UnrelatedBusinessRevenueAmt
Exclusion$45,680,392ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$175,085TotalAmt
Program Services$175,085ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$46,344,112TotalAmt
Program Services$46,344,112ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$9,489,562TotalAmt
Program Services$9,489,562ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,047,758TotalAmt
Program Services$799,468ProgramServicesAmt
Management And General$1,921,871ManagementAndGeneralAmt
Fundraising$326,419FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$66,611,766TotalAmt
Program Services$59,261,505ProgramServicesAmt
Management And General$4,198,305ManagementAndGeneralAmt
Fundraising$3,151,956FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,807,948TotalAmt
Program Services$6,057,031ProgramServicesAmt
Management And General$428,901ManagementAndGeneralAmt
Fundraising$322,016FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,304,321TotalAmt
Program Services$9,167,755ProgramServicesAmt
Management And General$649,172ManagementAndGeneralAmt
Fundraising$487,394FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,908,361TotalAmt
Program Services$4,366,969ProgramServicesAmt
Management And General$309,227ManagementAndGeneralAmt
Fundraising$232,165FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$565,832TotalAmt
Program Services$321,523ProgramServicesAmt
Management And General$111,106ManagementAndGeneralAmt
Fundraising$133,203FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$308,683TotalAmt
Program Services$78,465ProgramServicesAmt
Management And General$230,218ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$209,600TotalAmt
Program Services$418ProgramServicesAmt
Management And General$209,182ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$6,529,308TotalAmt
Management And General$6,529,308ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,439,767TotalAmt
Program Services$4,186,905ProgramServicesAmt
Management And General$2,122,032ManagementAndGeneralAmt
Fundraising$130,830FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$85,677TotalAmt
Program Services$51,309ProgramServicesAmt
Management And General$34,268ManagementAndGeneralAmt
Fundraising$100FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,026,714TotalAmt
Program Services$4,244,507ProgramServicesAmt
Management And General$594,272ManagementAndGeneralAmt
Fundraising$187,935FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,217,929TotalAmt
Program Services$728,143ProgramServicesAmt
Management And General$488,154ManagementAndGeneralAmt
Fundraising$1,632FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$6,419TotalAmt
Program Services$6,419ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,994,111TotalAmt
Program Services$3,713,494ProgramServicesAmt
Management And General$116,874ManagementAndGeneralAmt
Fundraising$163,743FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,871,611TotalAmt
Program Services$1,522,093ProgramServicesAmt
Management And General$146,698ManagementAndGeneralAmt
Fundraising$202,820FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$316,437TotalAmt
Program Services$244,801ProgramServicesAmt
Management And General$52,952ManagementAndGeneralAmt
Fundraising$18,684FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,995,966TotalAmt
Program Services$4,815,888ProgramServicesAmt
Management And General$70,680ManagementAndGeneralAmt
Fundraising$109,398FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$472,147TotalAmt
Program Services$250,480ProgramServicesAmt
Management And General$185,505ManagementAndGeneralAmt
Fundraising$36,162FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$10,892,577TotalAmt
Program Services$10,514,240ProgramServicesAmt
Management And General$148,497ManagementAndGeneralAmt
Fundraising$229,840FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,803,117TotalAmt
Program Services$3,102,957ProgramServicesAmt
Management And General$683,714ManagementAndGeneralAmt
Fundraising$16,446FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
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

FieldValueIRS element (for citing)
Total$209,081,568TotalAmt
Program Services$181,754,962ProgramServicesAmt
Management And General$19,440,912ManagementAndGeneralAmt
Fundraising$7,885,694FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$46,429,157BOYAmt
EOY$25,341,826EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$19,333,485BOYAmt
EOY$17,663,413EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,112,224BOYAmt
EOY$2,111,445EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$238,825BOYAmt
EOY$238,824EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$878,857BOYAmt
EOY$857,342EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,549,923BOYAmt
EOY$1,286,375EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$445,691,351LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$247,621,888LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$198,006,310BOYAmt
EOY$198,069,463EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$82,609,496BOYAmt
EOY$86,690,031EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$692,403,240BOYAmt
EOY$730,280,499EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$16,015,658BOYAmt
EOY$14,389,426EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$9,495,645BOYAmt
EOY$6,544,117EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,069,072,820BOYAmt
EOY$1,083,472,761EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$10,433,788BOYAmt
EOY$8,234,415EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,891,552BOYAmt
EOY$1,710,090EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$125,405,480BOYAmt
EOY$122,783,597EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$49,454,284BOYAmt
EOY$50,957,422EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$187,185,104BOYAmt
EOY$183,685,524EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$165,371,571BOYAmt
EOY$178,291,013EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$397,994,685BOYAmt
EOY$0EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$318,521,460BOYAmt
EOY$721,496,224EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$881,887,716BOYAmt
EOY$899,787,237EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,069,072,820BOYAmt
EOY$1,083,472,761EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$8,617,604ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,755,164NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$2,526,753OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,816,781CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,377,192CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,899,461CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,088,549CurrentTaxYearMinus1YearAmt
Current Tax Year$24,513,999CurrentTaxYearAmt
Total$175,695,982TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,816,781CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,377,192CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,899,461CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,088,549CurrentTaxYearMinus1YearAmt
Current Tax Year$24,513,999CurrentTaxYearAmt
Total$175,695,982TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$15,446,572SubstantialContributorsTotAmt
Public Support Total170$160,249,410PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,847,935CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,981,924CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,862,793CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,514,381CurrentTaxYearMinus1YearAmt
Current Tax Year$11,236,968CurrentTaxYearAmt
Total$53,444,001TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$42,198CurrentTaxYearMinus4YearsAmt
Total$42,198TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,119,224CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,917,952CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,842,504CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,547,138CurrentTaxYearMinus1YearAmt
Current Tax Year$398,911CurrentTaxYearAmt
Total$58,825,729TotalAmt
FieldValueIRS element (for citing)
Total Support$288,007,910TotalSupportAmt
Gross Receipts Rltd Activities$625,500,665GrossReceiptsRltdActivitiesAmt
Public Support CY1700.55641PublicSupportCY170Pct
Public Support PY1700.53790PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$5,000OtherActivitiesAmt
Total Lobbying Expenditures$5,000TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1AFormAndLineReferenceDesc
ExplanationThe 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

FieldValueIRS element (for citing)
Revenues Included$237,250RevenuesIncludedAmt
Assets Included$16,003,361AssetsIncludedAmt
FieldValueIRS element (for citing)
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$777,739,103BeginningYearBalanceAmt
Contributions$8,507,067ContributionsAmt
Investment Earnings Or Losses$49,907,925InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,262,691GrantsOrScholarshipsAmt
Other Expenditures$22,959,616OtherExpendituresAmt
Administrative Expenses$6,728,095AdministrativeExpensesAmt
End Year Balance$794,203,693EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$729,438,097BeginningYearBalanceAmt
Contributions$20,696,541ContributionsAmt
Investment Earnings Or Losses$70,124,576InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,146,828GrantsOrScholarshipsAmt
Other Expenditures$23,051,724OtherExpendituresAmt
Administrative Expenses$7,321,559AdministrativeExpensesAmt
End Year Balance$777,739,103EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$667,564,847BeginningYearBalanceAmt
Contributions$5,998,824ContributionsAmt
Investment Earnings Or Losses$91,894,441InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,081,547GrantsOrScholarshipsAmt
Other Expenditures$15,361,432OtherExpendituresAmt
Administrative Expenses$8,577,036AdministrativeExpensesAmt
End Year Balance$729,438,097EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$703,010,972BeginningYearBalanceAmt
Contributions$19,587,426ContributionsAmt
Investment Earnings Or Losses-$11,635,853InvestmentEarningsOrLossesAmt
Grants Or Scholarships$11,809,408GrantsOrScholarshipsAmt
Other Expenditures$22,873,279OtherExpendituresAmt
Administrative Expenses$8,715,011AdministrativeExpensesAmt
End Year Balance$667,564,847EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$713,514,514BeginningYearBalanceAmt
Contributions$6,994,177ContributionsAmt
Investment Earnings Or Losses$23,644,106InvestmentEarningsOrLossesAmt
Grants Or Scholarships$11,486,690GrantsOrScholarshipsAmt
Other Expenditures$21,890,807OtherExpendituresAmt
Administrative Expenses$7,764,328AdministrativeExpensesAmt
End Year Balance$703,010,972EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.16000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.38000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.46000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$28,208,841OtherCostOrOtherBasisAmt
Book Value$28,208,841BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$198,036,882OtherCostOrOtherBasisAmt
Depreciation$72,058,558DepreciationAmt
Book Value$125,978,324BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$98,298,325OtherCostOrOtherBasisAmt
Depreciation$61,165,915DepreciationAmt
Book Value$37,132,410BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$64,729,090OtherCostOrOtherBasisAmt
Depreciation$60,815,389DepreciationAmt
Book Value$3,913,701BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$56,418,213OtherCostOrOtherBasisAmt
Depreciation$53,582,026DepreciationAmt
Book Value$2,836,187BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$198,069,463TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
FIXED INC MUT/COMINGLED FUNDS$10,586,829F
EQUITY MUTUAL/COMINGLED FUNDS$324,974,888F
HEDGE FUNDS$183,481,680F
PRIVATE EQUITY-REAL ASSETS$54,268,167F
VENTURE CAPITAL$131,110,396F
PRIVATE EQUITY-OTHER$22,535,052F
OTHER$3,323,487F
FieldValueIRS element (for citing)
Total Book Value Securities$730,280,499TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
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
FieldValueIRS element (for citing)
Total Liability$50,957,422TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$224,363,892TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$6,755,164NetUnrealizedGainsInvstAmt
Other Revenue-$727,822OtherRevenueAmt
Revenue Not Reported$6,027,342RevenueNotReportedAmt
Revenue Subtotal$218,336,550RevenueSubtotalAmt
Other Revenues Not Included-$637,378OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$637,378RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$217,699,172TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$206,470,785TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$4,117,312OtherExpensesIncludedAmt
Expenses Not Reported$4,117,312ExpensesNotReportedAmt
Expenses Subtotal$202,353,473ExpensesSubtotalAmt
Investment Expenses Not Incld2$6,728,095InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$6,728,095ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$209,081,568TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4ART 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 4Mount 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 2The 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 2DOTHER 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 4BOTHER ADJUSTMENTS COST OF GOODS SOLD -241,591 FUNDRAISING EXPENSES -6,543 FACULTY HOUSING EXPENSES -389,244 ---------------------- TOTAL -637,378
PART XII, LINE 2DOTHER 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

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3The 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 6AThe College receives federal grants for faculty research and student scholarships.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (30 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmtOfficesOfficesCntEmployeeEmployeeCnt
Central America and the CaribbeanProgram ServicesGrant Aid$176,087
Central America and the CaribbeanProgram ServicesStudy Abroad$49,527
Central America and the CaribbeanProgram ServicesResearch$10,978
Central America and the CaribbeanInvestments$228,361,734
East Asia and the PacificProgram ServicesGranT Aid$4,147,185
East Asia and the PacificProgram ServicesStudy Abroad$16,108
East Asia and the PacificProgram ServicesResearch$13,254
East Asia and the PacificProgram ServicesRecruitment$42,268
East Asia and the PacificFundraisingAlumnae Meetings$28,476
Europe (Including Iceland and Greenland)Program ServicesGrant Aid$345,560
Europe (Including Iceland and Greenland)Program ServicesStudy Abroad$260,56611
Europe (Including Iceland and Greenland)Program ServicesResearch$113,754
Europe (Including Iceland and Greenland)Program ServicesRecruitment$10,680
Europe (Including Iceland and Greenland)FundraisingAlumnae Meetings$23,075
Europe (Including Iceland and Greenland)Investments$13,306,082
Middle East and North AfricaProgram ServicesGrant Aid$328,280
Middle East and North AfricaProgram ServicesResearch$654
North AmericaProgram ServicesGrant Aid$102,937
North AmericaProgram ServicesResearch$38,988
North AmericaProgram ServicesRecruitment$1,952
Russia and the Newly Independent StatesProgram ServicesGrant Aid$192,936
Russia and the Newly Independent StatesProgram ServicesResearch$8,837
South AmericaProgram ServicesGrant Aid$119,976
South AmericaProgram ServicesResearch$4,385
South AmericaProgram ServicesRecruitment$2,067
South AsiaProgram ServicesGrant Aid$2,985,833
South AsiaProgram ServicesRecruitment$25,662
South AsiaFundraisingAlumnae Meetings$12,752
Sub-Saharan AfricaProgram ServicesGrant Aid$1,090,768
Sub-Saharan AfricaProgram ServicesResearch$29,814
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees1SubtotalEmployeesCnt
Total Office1TotalOfficeCnt
Total Employee1TotalEmployeeCnt
Subtotal Spent$247,234,268SubtotalSpentAmt
Continuation Spent$4,616,907ContinuationSpentAmt
Total Spent$251,851,175TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Financial AssistanceCentral America and the Caribbean5$176,087Acct Credit
Financial AssistanceEurope (Including Iceland and Greenland)12$345,560Acct Credit
Financial AssistanceEast Asia and the Pacific194$4,147,185Acct Credit
Financial AssistanceMiddle East and North Africa8$328,280Acct Credit
Financial AssistanceNorth America5$102,937Acct Credit
Financial AssistanceRussia and the Newly Independent States6$192,936Acct Credit
Financial AssistanceSouth America3$119,976Acct Credit
Financial AssistanceSouth Asia93$2,985,833Acct Credit
Financial AssistanceSub-Saharan Africa34$1,090,768Acct Credit
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2FormAndLineReferenceDesc
ExplanationAll 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

FieldValueIRS element (for citing)
Event1FrndofAthleticsEvent1Nm
Gross Receipts Event1$18,635GrossReceiptsEvent1Amt
Charitable Contri Event1$13,035CharitableContriEvent1Amt
Gross Revenue Event1$5,600GrossRevenueEvent1Amt
Non Cash Prizes Event1$500NonCashPrizesEvent1Amt
Food And Beverage Event1$3,560FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$2,483OtherDirectExpensesEvent1Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$18,635GrossReceiptsTotalAmt
Charitable Contributions Tot$13,035CharitableContributionsTotAmt
Gross Revenue Total Events$5,600GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$500NonCashPrizesTotalEventsAmt
Food And Beverage Total Events$3,560FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$2,483OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$6,543DirectExpenseSummaryEventsAmt
Net Income Summary-$943NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Columbia University
Sponsored Projects FinancePO Box 29789New YorkNY100879789135598093501(c)(3)$62,357Sub-award for grant research
Town of South Hadley
116 Main StreetSouth HadleyMA01075046001303115$60,000Support for fire dept capital equip fund
Five Colleges Incorporated
97 Spring StreetAmherstMA010022324046134696501(c)(3)$32,285Suppt for Five Coll Ctr for Study-WldLan
WFCR
Hampshire HouseAmherstMA01003046130523501(c)(3)$11,543Gen support for local public radio statn
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFin aid&fellowships for US citizens for tuit,rm,bdGrantTypeTxt
Recipient1342RecipientCnt
Cash Grant$46,344,112CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2FormAndLineReferenceDesc
ExplanationAll 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

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AWHEN 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 3For 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 BThe 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MA DEVELOPMENT FIN AGCY-MHC ISSUE SERIES 2011A&B
A04343181457583UFU72011-06-09$76,131,942REFUND 2001B & CONSTRUCTIONfalsefalsefalse
MA Developmnt Fin Agcy-MHC Issue Series2011A&2016A
B0434318140000000002016-03-24$65,305,000REFUND 2011A & CONSTRUCTIONfalsefalsefalse
MA DEVELOPMENT FINANCE AGCY-MHC ISSUE SERIES 2016B
C0434318140000000002016-11-30$33,755,000TO REFUND 2008 BOND ISSUEfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$4,015,000$0$30,418,092$0$0$0$165,299$0$0$30,252,793$0$02014Yes (true)falseYes (true)Yes (true)
B$1,300,000$0$65,515,204$0$0$0$238,907$0$0$25,971,297$39,305,000$02018Yes (true)falseYes (true)Yes (true)
C$625,000$0$33,755,000$0$0$0$226,338$0$0$0$33,528,662$0falseYes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalsefalseYes (true)false00.003200.00320falsefalsefalseYes (true)
Bfalsefalsefalsefalse00.007200.00720falsefalsefalseYes (true)
Cfalsefalsefalsefalse0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalsefalseYes (true)Yes (true)falsefalse0falseYes (true)
0
BfalsefalsefalseYes (true)Yes (true)falsefalse0falseYes (true)
0
CfalseYes (true)falseYes (true)falsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 306/09/2011 $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 3C06/09/2011 $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 3D06/09/2011 $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 2CMA 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 GrantCashGrantAmtType Of AssistanceTypeOfAssistanceTxtAssistance PurposeAssistancePurposeTxt
$18,000Tuition ExchangeTuition benefit for child
$49,780ScholarshipGrant Aid for Child

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonAdage Capital ManagementPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionTrustee's husbandRelationshipDescriptionTxt
Transaction$537,442TransactionAmt
TransactionInvestmentTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, LINE 1FormAndLineReferenceDesc
ExplanationThe 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

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$227,250NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinions of expertsMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution190ContributionCnt
Noncash Contributions Rpt F990$3,047,725NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp

Historical Artifacts HistoricalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$10,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinions of expertsMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Form8283 Received7Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32BFormAndLineReferenceDesc
ExplanationUSE 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
ORGANIZATION'S MISSIONFORM 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 7AMEMBERS 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 11BFORM 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 12CMONITORING 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 15COMPENSATION 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 19AVAILABILITY 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 9WILLITS 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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Willits Hallowell Center Inc
c/o MHC 50 College StSouth HadleyMA01075042565823MHC MeetingsMA501(c)(3)12b,TYPE IIMHCYes (true)
Alumnae Assoc of Mount Holyoke College
c/o MHC 50 College StSouth HadleyMA01075042105894Alumnae NetwkMA501(c)(3)12a, TYPE INAfalse
Associated Kyoto Program Inc
c/o Oberlin College 70 N ProfessoOberlinOH44074042996114Educ. ExchgeMA501(c)(3)12c,TYPEIIINAfalse
Center Redevelopment Corporation
17 College StreetSouth HadleyMA01075042939950Real EstateMA501(c)(3)12a, TYPE IMHCYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
The Center Business Corporation
17 College StreetSouth HadleyMA01075042983326Small bus invtmntMAMHCC Corp-$565$8,5471.00000Yes (true)
Charitable Remainder Unitrusts (20)
c/o Mount Holyoke College 50 ColleSouth HadleyMA01075Charitable TrustMAMHCTrustYes (true)
Charitable Remainder Unitrust Make Up(1)
c/o Mount Holyoke College 50 ColleSouth HadleyMA01075Charitable TrustMAMHCTrustYes (true)
Perpetual Trust (1)
c/o Mount Holyoke College 50 ColleSouth HadleyMA01075Charitable TrustMAMHCTrustYes (true)
Pooled Income Funds (2)
c/o Mount Holyoke College 50 ColleSouth HadleyMA01075Charitable TrustMAMHCTrustYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Willits Hallowell Center
l$147,117Overhead Alloc.
Willits Hallowell Center
m$561,512Internal Sales
Willits Hallowell Center
n$350,000Est'd FMV- Bldg
Willits Hallowell Center
r$62,508Willits Subsidy
Pooled Income Funds (2)
s$211,039Mandatory Trans
Charitable Remainder Unitrusts (20)
s$1,451,620Mandatory Trans