2014-05-08T09:01:37-05:00 2013-06-30 MALONEY NOVOTNY LLC 1111 SUPERIOR AVENUE SUITE 700 CLEVELAND OH 44114 990 2012-07-01 046130872 HAMPSHIRE COLLEGE TRUSTEES % MARK K SPIRO HAMP 4135494600 893 WEST STREET Suite AMHERST MA 01002 MARK K SPIRO 4135494600 2014-05-04 true CHRISTOPHER B ANDERSON 2163630100 2012 2015-11-30 17:44:51Z MARK K SPIRO 893 WEST STREET AMHERST MA 01002 89912118 false X WWW.HAMPSHIRE.EDU X 1965 MA TO EDUCATE AND PREPARE STUDENTS TO UNDERSTAND AND PARTICIPATE RESPONSIBLY IN A COMPLEX WORLD. AS A LIBERAL ARTS COLLEGE, HAMPSHIRE HELPS STUDENTS DEVELOP CONFIDENCE IN THEIR INTELLECT,CREATIVITY&VALUES 23 20 1558 312 1242689 0 10814028 7042167 71278320 71982405 817529 2692183 1978634 2017542 84888511 83734297 27934762 27893166 0 0 31804908 34312984 0 0 2730810 20486495 18678498 80226165 80884648 4662346 2849649 86226134 87902488 30913100 29497765 55313034 58404723 X EDUCATION AT HAMPSHIRE COLLEGE PREPARES STUDENTS TO UNDERSTAND AND PARTICIPATE RESPONSIBLY IN A COMPLEX WORLD. THROUGH ITS ACTIONS AND POLICIES, THE COLLEGE SETS AN EXAMPLE OF THE RESPONSIBLE AND CREATIVE BEHAVIOR IT EXPECTS OF ITS STUDENTS. AS A LIBERAL ARTS COLLEGE, HAMPSHIRE HELPS STUDENTS DEVELOP CONFIDENCE IN THEIR INTELLECT, CREATIVITY, AND VALUES. IT ENCOURAGES THEIR DESIRE TO BE LIFELONG LEARNERS AND THEIR CAPACITY TO ADVANCE THE CAUSE OF SOCIAL JUSTICE AND THE WELL-BEING OF OTHERS. THE COLLEGE FOSTERS THESE ATTITUDES THROUGH A MULTIDISCIPLINARY, MULTICULTURAL CURRICULUM, SELF-INITIATED, INDIVIDUAL PROGRAMS OF STUDY NEGOTIATED WITH FACULTY MENTORS, STUDENTS' ACTIVE PARTICIPATION IN ORIGINAL RESEARCH, AND THE DIVERSE COMMUNITIES, ON CAMPUS AND OFF, IN WHICH LEARNING TAKES PLACE. WITHIN THE COLLEGE'S RESIDENTIAL COMMUNITY, STUDENTS ENCOUNTER AND LEARN TO RESPECT DIFFERENCE AND APPRECIATE DIVERSITY, THEREBY ENHANCING THEIR CAPACITY TO LIVE TOGETHER WELL. false false 53476194 27893166 61255610 EDUCATIONAL DELIVERY: INCLUDES INSTRUCTIONAL AND OTHER EDUCATIONAL ACTIVITIES. HAMPSHIRE COLLEGE PROVIDES INSTRUCTION FOR 1,461 FTE UNDERGRADUATE STUDENTS AND EMPLOYS 118 FTE FACULTY. EDUCATIONAL DELIVERY ALSO INCLUDES STUDENT FINANCIAL AID PROGRAMS. FINANCIAL AID INCLUDES GRANTS, SCHOLARSHIPS, AND GOVERNMENT AID AWARDS TO ASSIST STUDENTS IN THE FINANCIAL COST OF ATTENDING HAMPSHIRE COLLEGE (1,461 STUDENTS). 82% OF OUR FACULTY HAVE PH.D. OR OTHER TERMINAL DEGREES IN THEIR FIELDS. ACCREDITATION: HAMPSHIRE COLLEGE IS FULLY ACCREDITED BY THE NEW ENGLAND ASSOCIATION OF SCHOOLS AND COLLEGES. MEMBERSHIP IN THE ASSOCIATION INDICATES THAT THE INSTITUTION HAS BEEN CAREFULLY EVALUATED AND FOUND TO MEET STANDARDS AGREED UPON BY QUALIFIED EVALUATORS. 8658632 0 11090494 STUDENT SERVICES PROGRAMS: INCLUDES THE COST OF HEALTH SERVICES, RECREATIONAL ATHLETICS, DEAN OF STUDENT OFFICE EXPENSES AND OTHER SUPPORT SERVICES FOR 1,461 STUDENTS. HAMPSHIRE IS ONE OF 40 COLLEGES PROFILED IN COLLEGES THAT CHANGE LIVES (CTCL) FOR "DEVELOPING POTENTIAL, VALUES, INITIATIVE, AND RISK-TAKING" IN STUDENTS. CTCL SAYS OF HAMPSHIRE, "NO COLLEGE HAS STUDENTS WHOSE INTELLECTUAL THYROIDS ARE MORE ACTIVE OR WHOSE MINDS ARE MORE PASSIONATELY ENGAGED." ON ANY GIVEN DAY, A HAMPSHIRE STUDENT CAN ENJOY 200+ STUDENT ACTIVITIES, 100+ STUDENT GROUPS, 63 BOOKSTORES, 30 MUSEUMS, 19 ART GALLERIES, 21 THEATER STAGES, 35 CONCERT VENUES, 12 DANCE CLUBS, 220 BIKE TRAILS, 69 PIZZA PLACES, 19 COFFEE HOUSES, 18 BAKERIES, 14 HEALTH FOOD STORES AND 68 RESTAURANTS THAT DELIVER. 3099970 0 400504 SPONSORED RESEARCH AND RESTRICTED EXPENSES: INCLUDES ALL PRIVATE AND FEDERAL FUNDS FOR SPONSORED RESEARCH AND RESTRICTED ACTIVITIES. GRANTS FROM CORPORATIONS, FOUNDATIONS, AND GOVERNMENTAL AGENCIES SUPPORT EVERYTHING FROM CONSTRUCTION TO PROGRAM DEVELOPMENT TO INDIVIDUAL FACULTY RESEARCH. THE FOLLOWING ARE GRANTS RECENTLY AWARDED TO HAMPSHIRE COLLEGE: Institutional Grants - The George I. Alden Trust awarded the College $140,000 to purchase molecular lab equipment for the School of Natural Sciences. The William R. Kenan, Jr. Charitable Trust awarded $150,000 to support an endowment for the James Baldwin Scholars Program. The Foundation for Psycho-Cultural Research was awarded $157,200 over two years to the Culture, Brain, and Development program. These funds will be used to launch new initiatives and provide continued support. Program Grants - The Civil Liberties and Public Policy (CLPP) program at Hampshire College was awarded $300,000 from the Ford Foundation for general operating support over a two year period. CLPP received $70,000 from the General Service Foundation for general operating support over a two year period. CLPP also received $50,000 from an anonymous foundation funder for general operating supprt over a one year period and received $30,000 from the Overbook Foundation for general operating support for one year. 65234796 true true false true false false false true false true true true false false true true true false true false true false true false false false false false true true true false false false false false false false false false false true true false false false true false false false true 220 0 true 1558 true true true false false false false false false false false false X 23 20 false false false false false true false true true false false true true true true true true true true false AZ AR CO DC KY ME MD MA MI NH NJ NY OH OK OR SC WA WI X MARK K SPIRO 4135494600 893 WEST STREET AMHERST MA 01002 Dina Amouzigh 1.0 X 0 0 0 Manish Bapna 3.0 X 0 0 0 Shelley J Carey 5.0 X 0 0 0 Harold Carroll 3.0 X 0 0 0 Helen S Cohen 5.0 X 0 0 0 F Bennett Cushman II 5.0 X 0 0 0 David Dinerman 5.0 X 0 0 0 Luis Hernandez 3.0 X 0 0 0 Gaye Hill 3.0 X 0 0 0 Rebecca Holland 3.0 X 0 0 0 Stephan Jost 3.0 X 0 0 0 Whitney Wilder Klare 2.0 X 0 0 0 Timothy Koller 3.0 X 0 0 0 Robert McCarthy Jr 3.0 X 0 0 0 Deborah Merrill-Sands 3.0 X 0 0 0 Paul Model 3.0 X 0 0 0 Laura Calamos Nasir 3.0 X 0 0 0 Sigmund Roos 5.0 X 0 0 0 Kenneth Rosenthal 5.0 X 0 0 0 A Kim Saal 3.0 X 0 0 0 Jonathan Lash 35.0 X X 294920 0 76659 Josiah Litant 35.0 X 57372 0 8591 Elizabeth Conlisk 35.0 X 70241 0 14445 Mark Spiro 35.0 X 265546 0 25849 Eva Rueschmann 35.0 X 145356 0 20475 Beth Ward 35.0 X 116905 0 23302 Gerald Bohdanowicz 35.0 X 115318 0 11627 Lee Spector 35.0 X 157823 0 22002 Daniel Ballantine 35.0 X 141412 0 22587 Ann Michelle Ruocco 35.0 X 140363 0 18790 Julie Richardson 35.0 X 126256 0 15824 Jeffrey Wolfman 35.0 X 128818 0 12499 Yaniris Fernandez 35.0 X 77228 0 24640 Sura Levine 35.0 X 94331 0 11240 Aaron Berman 35.0 X 119832 0 20549 Marlene Fried 35.0 X 176585 0 14416 Alan Goodman 35.0 X 198993 0 35262 2427299 0 378757 48 true true false MOUNT HOLYOKE COLLEGE 50 COLLEGE STREET SOUTH HADLEY MA 01075 PUBLIC SAFETY SVCS. 1114361 UNIVERSITY HEALTH SERVICES UNIVERSITY OF MASSACHUSETTS AMHERST MA 01003 HEALTH SERVICES 1085026 KPMG LLP DEPT 0579 DALLAS TX 75312 ACCOUNTING 150000 ROYALL COMPANY 1920 E PARHAM ROAD RICHMOND VA 23228 ADMISSIONS CONSULT. 158508 4 889749 6152418 705871 7042167 TUITION AND FEES 900099 61255610 61255610 ROOM 721000 8111706 8111706 BOARD 722320 2214585 2214585 SPONSORED RESEARCH 900099 400504 400504 71982405 425756 -10650 436406 0 0 0 0 0 8444248 6177821 2266427 2266427 2266427 0 0 0 AUXILIARY ENTERPRISES 721000 1152579 88030 1064549 HAMPSHIRE COLLEGE CHILD CARE CTR. 624410 427782 238992 188790 OTHER INCOME 900099 437181 437181 2017542 83734297 72746608 1242689 2702833 0 27155421 27155421 737745 737745 0 750416 45659 506948 197809 0 26591780 21042785 3864460 1684535 2013109 1593027 292556 127526 3204301 2535649 465666 202986 1753378 1387495 254810 111073 0 88276 88276 222555 222555 0 0 97713 97713 2495236 2495236 104192 104192 1187579 676993 368822 141764 624371 7717 616654 0 1523674 1310360 213314 1254197 1006769 126215 121213 0 93874 76555 14174 3145 736215 633145 103070 0 2499727 2149765 324965 24997 399697 399697 RESEARCH&SPONSORED PROGRAMS 3099970 3099970 SODEXHO CONTRACT-FOOD SVCS 1471234 735617 735617 2004 SERIES BOND 583978 583978 CONSTRUCTION COSTS 1038394 519197 519197 1157616 520927 520927 115762 80884648 65234796 12919042 2730810 3820647 3994033 1782698 559169 5195439 5159736 144203 244324 0 0 0 0 516008 335691 0 0 280365 249128 103591854 64053563 40659740 39538291 9088571 9700529 22127478 25447950 0 0 0 0 2610985 2673637 86226134 87902488 2145168 1281698 0 0 1309241 1653646 15438981 14585872 0 0 0 0 8881964 8818468 0 0 3137746 3158081 30913100 29497765 X 22609846 22327755 10020018 12074303 22683170 24002665 55313034 58404723 86226134 87902488 X 2849649 1723220 -1481180 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 322 false false false 322 false LOBBYING ACTIVITY, PART II-B, LINE 1F: THE COLLEGE HAS PAID MEMBERSHIP DUES TO A CERTAIN ORGANIZATION, AND A PORTION OF THE MEMBERSHIP FEE HAS BEEN ALLOCATED TO LOBBYING EXPENSES BY THE MEMBERSHIP ORGANIZATION. 0 457721 X X X false 27445180 1218148 4464645 1093810 869894 124338 31039931 28917069 1046497 -1055269 944603 416620 101894 27445180 25044173 559285 5799597 442869 1926701 116416 28917069 23486335 553962 3584503 332677 2026665 221285 25044173 34635183 615411 -8955562 348696 2342845 117156 23486335 0.32388 0.64705 0.02907 true false 3877606 3877606 67140414 34904204 32236210 21101643 20293242 808401 11472191 8856117 2616074 39538291 FINANCIAL DERIVATIVES 8595743 F CLOSELY-HELD EQUITY INTERESTS 6187342 F NON-US EQUITY 10664865 F 25447950 0 CONTINGENT ASSET RETIREMENT OBLIG. 3158081 3158081 56083171 1723220 -1481180 242040 55841131 27893166 27893166 83734297 52991482 52991482 27893166 27893166 80884648 DESCRIPTION OF ORGANIZATION'S COLLECTIONS, PART III, LINE 4: ART COLLECTION: THE COLLEGE'S ART COLLECTION CONSISTS PRIMARILY OF PAINTINGS, PHOTOGRAPHS, PRINTS AND SCULPTURES THAT ARE PERIODICALLY DISPLAYED IN OUR LIBRARY GALLERY WITH NO COST FOR ADMISSION. THE WORKS CAN ALSO BE USED AS EDUCATIONAL MATERIALS FOR OUR STUDENTS WORKING ON VARIOUS DIVISION PROJECTS. LIBRARY COLLECTION: THE HAROLD F. JOHNSON LIBRARY PROMOTES THE ACADEMIC GOALS OF THE COLLEGE, TEACHING, RESEARCH, AND LEARNING. OUR COLLECTIONS REFLECT THE INTELLECTUAL INTERESTS AND CONCERNS OF OUR STUDENTS AND FACULTY, WITH PARTICULAR FOCUS ON THE CURRICULUM OF THE FIVE SCHOOLS OF NATURAL SCIENCE, SOCIAL SCIENCE, HUMANITIES, ARTS, AND CULTURAL STUDIES, INTERDISCIPLINARY ARTS, AND COGNITIVE SCIENCE. LIBRARIANS PROVIDE INSTRUCTION AND SUPPORT IN LOCATING AND CRITICALLY EVALUATING INFORMATION IN ANY FORM AND HELP PROVIDE ACCESS TO RESOURCES, ONLINE AND IN PRINT. STUDENTS AND FACULTY USING THE HAMPSHIRE COLLEGE LIBRARY ALSO HAVE ACCESS TO ALL THE LIBRARY RESOURCES OF OUR CONSORTIAL NEIGHBORS: AMHERST COLLEGE, MOUNT HOLYOKE COLLEGE, SMITH COLLEGE, AND THE UNIVERSITY OF MASSACHUSETTS - AMHERST. IN ADDITION, THROUGH FULL-TEXT DATABASES AND INTER-LIBRARY LOAN, STUDENTS AND FACULTY HAVE ACCESS TO A WIDER WORLD OF INFORMATION RESOURCES. INTENDED USES OF ENDOWMENTS, PART V, LINE 4: ENDOWMENT FUNDS ARE DESIGNATED FOR THE FOLLOWING PURPOSES: UNRESTRICTED OPERATIONS, ACADEMIC DIVISIONS, COMPENSATION, RESEARCH, PUBLIC SERVICE AND EXTENSION, LIBRARY OPERATIONS, MAINTENANCE OF PLANT, STUDENT AID, AND OTHER PURPOSES. FIN 48 (ASC 740) FOOTNOTE, PART X, LINE 2: THE COLLEGE IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS GENERALLY EXEMPT FROM FEDERAL TAXES PURSUANT TO SECTION 501(a) OF THE CODE. THE COLLEGE HAS ASSESSED UNCERTAIN TAX POSITIONS AND DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS. OTHER CHANGES IN REVENUE, PART XI, LINE 2D: LOSS ON EXTINGUISHMENT OF DEBT WHICH WAS SHOWN AS AN EXPENSE ON FINANCIAL STATEMENTS: ($1,481,180) OTHER CHANGES IN REVENUE, PART XI, LINE 4B: FINANCIAL AID EXPENSE, WHICH WAS NETTED WITH REVENUE ON FINANCIAL STATEMENTS BUT SHOWN IN PART IX OF FORM 990: $27,893,166 OTHER CHANGES IN EXPENSES, PART XII, LINE 4B: FINANCIAL AID EXPENSE, WHICH WAS NETTED WITH REVENUE ON FINANCIAL STATEMENTS BUT SHOWN IN PART IX OF FORM 990: $27,893,166 true true true true true true true false false false false false false false false true false true PUBLICATION OF RACIAL NONDISCRIMINATION POLICY, PART I, LINE 3: HAMPSHIRE COLLEGE'S NONDISCRIMINATION POLICY CAN BE FOUND ON OUR WEBSITE AT HTTP://WWW.HAMPSHIRE.EDU/DISCOVER/11542.HTM. FINANCIAL AID FROM A GOVERNMENTAL AGENCY, PART I, LINE 6A: HAMPSHIRE COLLEGE RECEIVES FINANCIAL AID FROM THE U.S. DEPARTMENT OF EDUCATION IN THE FORM OF PELL GRANTS, SEOG GRANTS, FEDERAL WORK STUDY FUNDS, AND ACG FUNDS. true Central America and the Caribbean 0 0 Program Services PROGRAM STUDIES 3875 Central America and the Caribbean 0 0 Program Services RESEARCH 4397 Central America and the Caribbean 0 0 Program Services SHORT-TERM STUDY 50 Central America and the Caribbean 0 0 Program Services SITE VISIT 10492 Central America and the Caribbean 0 0 Program Services TRAVEL & EXPENSES 24000 East Asia and the Pacific 0 0 Program Services CONFERENCE 436 East Asia and the Pacific 0 0 Program Services PROGRAM STUDIES 5640 East Asia and the Pacific 0 0 Program Services RESEARCH 15872 East Asia and the Pacific 0 0 Program Services SITE VISIT 8872 East Asia and the Pacific 0 0 Program Services SPONSORED RESEARCH 3518 East Asia and the Pacific 0 0 Program Services STUDENT RECRUITING 837 East Asia and the Pacific 0 0 Program Services TRAVEL & EXPENSES 4523 Europe (Including Iceland and Greenland) 0 0 Fundraising TRAVEL & EXPENSES 15193 Europe (Including Iceland and Greenland) 0 0 Program Services ALUMNI MEETING 333 Europe (Including Iceland and Greenland) 0 0 Program Services CONFERENCE 12475 Europe (Including Iceland and Greenland) 0 0 Program Services INTERNSHIP 50 Europe (Including Iceland and Greenland) 0 0 Program Services LECTURE 1869 Europe (Including Iceland and Greenland) 0 0 Program Services PROGRAM STUDIES 22248 Europe (Including Iceland and Greenland) 0 0 Program Services RESEARCH 30717 Europe (Including Iceland and Greenland) 0 0 Program Services SHORT-TERM STUDY 100 Europe (Including Iceland and Greenland) 0 0 Program Services SITE VISIT 6177 Europe (Including Iceland and Greenland) 0 0 Program Services SPONSORED RESEARCH 67339 Europe (Including Iceland and Greenland) 0 0 Program Services STUDENT RECRUITING 126 Europe (Including Iceland and Greenland) 0 0 Program Services TRAVEL & EXPENSES 6034 Middle East and North Africa 0 0 Program Services CONFERENCE 406 Middle East and North Africa 0 0 Program Services RESEARCH 7555 Middle East and North Africa 0 0 Program Services SHORT-TERM STUDY 50 North America 0 0 Program Services CONFERENCE 1400 North America 0 0 Program Services PROGRAM STUDIES 8125 North America 0 0 Program Services RESEARCH 2102 North America 0 0 Program Services SHORT-TERM STUDY 200 North America 0 0 Program Services SITE VISIT 2842 Russia and the Newly Independent States 0 0 Program Services RESEARCH 1310 South America 0 0 Program Services CONFERENCE 836 South America 0 0 Program Services RESEARCH 2167 South America 0 0 Program Services SHORT-TERM STUDY 150 South America 0 0 Program Services SPONSORED RESEARCH 5921 South America 0 0 Program Services TRAVEL & EXPENSES 1000 South Asia 0 0 Fundraising TRAVEL & EXPENSES 322 South Asia 0 0 Program Services CONFERENCE 1400 South Asia 0 0 Program Services PROGRAM STUDIES 1450 South Asia 0 0 Program Services RESEARCH 444 Sub-Saharan Africa 0 0 Program Services RESEARCH 2395 Sub-Saharan Africa 0 0 Program Services TRAVEL & EXPENSES 1001 0 0 0 0 0 0 112432 173817 286249 TUITION&LIVING EXPENSES Central America and the Caribbean 12 176337 CRED.TO ACCT FMV TUITION&LIVING EXPENSES East Asia and the Pacific 5 69629 CRED.TO ACCT FMV TUITION&LIVING EXPENSES Europe (Including Iceland and Greenland) 31 399954 CRED.TO ACCT FMV TUITION&LIVING EXPENSES North America 1 1500 CRED.TO ACCT FMV TUITION&LIVING EXPENSES South America 4 50795 CRED.TO ACCT FMV TUITION&LIVING EXPENSES South Asia 2 32809 CRED.TO ACCT FMV TUITION&LIVING EXPENSES Sub-Saharan Africa 1 6721 CRED.TO ACCT FMV false false false false false true MONITORING THE USE OF GRANT FUNDS, PART I, LINE 2: THE COLLEGE MAINTAINS ITS GRANT FUNDS IN INDIVIDUAL GRANT ACCOUNTS AND IS REQUIRED TO BE AUDITED ANNUALLY (A-133). IN ADDITION, GRANTS MADE IN FOREIGN COUNTRIES FOR THE PURPOSE OF THE COLLEGE'S STUDY ABROAD PROGRAM ARE ENTERED INTO USING A CONTRACTUAL AGREEMENT OUTLINING THE SERVICES TO BE DELIVERED. THIS ACTIVITY IS MONITORED BY THE GLOBAL EDUCATION OFFICE AND THE BUSINESS OFFICE. THE MANNER OF CASH DISBURSEMENTS TO SCHOLARSHIP AND FINANCIAL AID RECIPIENTS WAS A DIRECT CREDIT TO EACH STUDENT'S ACCOUNT. THE MANNER OF CASH DISBURSEMENTS FOR ALL STUDY ABROAD PROGRAMS IS WIRE TRANSFER. true HAMPSHIRE COLLEGE GRANTS 907 17638332 CASH VALUE DIV.III GRANTS 24 6000 CASH VALUE YELLOW RIBBON GRANT 2 9273 CASH VALUE FOREIGN STUDENT GRANT 56 1549419 CASH VALUE CITIZENS SCHOLARSHIP AWARDS 14 13300 CASH VALUE NATIONAL SERVICE AWARDS 10 13459 CASH VALUE MUSIC GRANTS 1 625 CASH VALUE UPLAN 3 356 CASH VALUE HAMPSHIRE FACULTY SCHOLARSHIPS 279 1501850 CASH VALUE JOHNSON SCHOLARSHIP 58 691250 CASH VALUE SCHOMBERG SCHOLARSHIP 17 120000 CASH VALUE HC MERIT SCHOLARSHIP 8 13000 CASH VALUE NON SATIS SCIRE 264 2507500 CASH VALUE HC SCIENCE SCHOLARSHIP 10 52500 CASH VALUE DEAN'S SCHOLARSHIP 9 25500 CASH VALUE SEOG 98 356177 CASH VALUE GILBERT STATE AWARDS 64 146000 CASH VALUE COLLEGE WORK STUDY 572 189786 CASH VALUE ENDOWED SCHOLARSHIPS 16 268031 CASH VALUE BELL RINGER SCHOLARSHIP 53 824000 CASH VALUE PRESIDENTIAL SCHOLARSHIP 68 780000 CASH VALUE DEAN'S $7500 SCHOLARSHIP 63 449063 CASH VALUE MONITORING THE USE OF GRANT FUNDS, PART I, LINE 2: THE MAJORITY OF GRANTS GIVEN TO STUDENTS IN THE UNITED STATES PRIMARILY CONSIST OF NEED-BASED GRANTS. STUDENTS MUST APPLY FOR THESE FINANCIAL AID AWARDS BY COMPLETING TWO FORMS THAT ESTABLISH ELIGIBILITY FOR NEED-BASED AID. THESE ARE STANDARD FORMS USED IN HIGHER EDUCATION FOR THIS PURPOSE: COLLEGE SCHOLARSHIP SERVICE FINANCIAL AID PROFILE AND FREE APPLICATION FOR FEDERAL STUDENT AID. SCHOLARSHIPS AND SIMILAR AMOUNTS GIVEN TO STUDENTS AS FINANCIAL AID ARE APPLIED BY THE COLLEGE DIRECTLY TO THE STUDENT'S ACCOUNT TO ENSURE THAT THE GRANTS ARE USED FOR THEIR INTENDED PURPOSE. HAMPSHIRE COLLEGE GRANT AID ASSISTANCE IS GENERALLY LIMITED TO THE AMOUNT OF TUITION. THE COLLEGE ALSO OFFERS FINANCIAL AID IN THE FORM OF MERIT-BASED SCHOLARSHIPS. THESE ARE SIMILARLY APPLIED BY THE COLLEGE DIRECTLY TO THE STUDENT'S ACCOUNT TO ENSURE THAT THE GRANTS ARE USED FOR THEIR INTENDED PURPOSE AND DO NOT EXCEED THE AMOUNT OF TUITION. X X true true X X X X false false false false false false false false false Jonathan Lash 268583 0 0 0 26337 0 12500 0 64159 0 371579 0 0 0 Mark Spiro 236353 0 0 0 29193 0 20694 0 5155 0 291395 0 0 0 Eva Rueschmann 145080 0 0 0 276 0 14214 0 6261 0 165831 0 0 0 Lee Spector 140643 0 0 0 17180 0 11551 0 10451 0 179825 0 0 0 Daniel Ballantine 140332 0 0 0 1080 0 14288 0 8299 0 163999 0 0 0 Ann Michelle Ruocco 116627 0 0 0 23736 0 13833 0 4957 0 159153 0 0 0 Aaron Berman 105616 0 0 0 14216 0 10864 0 9685 0 140381 0 0 0 Marlene Fried 153061 0 0 0 23524 0 10724 0 3692 0 191001 0 0 0 Alan Goodman 171319 0 0 0 27674 0 20220 0 15042 0 234255 0 0 0 Yaniris Fernandez 67189 0 0 0 10039 0 8859 0 15781 0 101868 0 0 0 Sura Levine 91547 0 0 0 2784 0 9099 0 2141 0 105571 0 0 0 BENEFITS PROVIDED TO CERTAIN INDIVIDUALS, PART I, LINE 1A: AS A CONDITION OF EMPLOYMENT, THE PRESIDENT OF THE COLLEGE IS PROVIDED WITH HOUSING OWNED BY THE COLLEGE. ALL COSTS TO MAINTAIN THE HOME, INCLUDING A HOUSEKEEPER, WERE PAID FOR BY THE COLLEGE. THE COLLEGE PROVIDES THE PERSONAL SERVICES TO THE PRESIDENT AT NO ADDITIONAL COST, AND NONE OF THE BENEFITS WERE TREATED AS TAXABLE INCOME FOR THE PRESIDENT. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57583F4VO 2004-06-17 16704208 FACILITIES CONSTRUCTION/RENOVATION true false false A 0 16181147 16704208 495757 0 0 275935 0 0 15932516 0 0 2009 true false true true A false false false false 0.00000 0.02010 0.02010 true false false false A false false true false false false 0 false 0 false true A false X 28 705871 FMV 0 false true true GIFT ACCEPTANCE POLICY, PART I, LINE 31: THE COLLEGE'S GIFT ACCEPTANCE POLICY IS AVAILABLE FROM THE OFFICE OF INSTITUTIONAL ADVANCEMENT UPON REQUEST. USE OF THIRD PARTIES, PART I, LINE 32B: THE COLLEGE UTILIZES THE SERVICES OF A BROKER TO SELL DONATED SECURITIES. THE FEES CHARGED BY THE BROKER ARE AT OR BELOW FAIR MARKET VALUE. MEMBERS' POWER TO ELECT GOVERNING BODY, FORM 990, PART VI, LINE 7A: THE STUDENT BODY ELECTS A STUDENT TRUSTEE AND AN ALTERNATE. THE FACULTY ELECTS A FACULTY TRUSTEE. THE STAFF ELECTS A STAFF TRUSTEE. FORM 990 REVIEW, FORM 990, PART VI, LINE 11B: MANAGEMENT OF THE COLLEGE IS RESPONSIBLE FOR PREPARING A DRAFT OF FORM 990 WITH THE ASSISTANCE OF AN OUTSIDE PUBLIC ACCOUNTING FIRM. THE COMPLETED DRAFT OF FORM 990 IS PROVIDED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES IN ADVANCE OF THE FILING DEADLINE TO ENABLE A REVIEW BY ALL MEMBERS OF THE COMMITTEE WITH SENIOR MANAGEMENT AND THE COLLEGE'S TAX ADVISOR FROM A PUBLIC ACCOUNTING FIRM. ALL QUESTIONS AND CONCERNS OF THE AUDIT COMMITTEE MEMBERS ARE ADDRESSED AND INCORPORATED INTO FORM 990 AS APPROPRIATE. AFTER THE AUDIT COMMITTEE'S REVIEW, ALL MEMBERS OF THE BOARD OF TRUSTEES ARE PROVIDED A COPY OF THE COMPLETED FORM 990 IN ADVANCE OF THE FILING DEADLINE VIA A DEDICATED WEBSITE. AFTER INPUT FROM THE BOARD OF TRUSTEES AND THE AUDIT COMMITTEE HAS BEEN APPROPRIATELY ADDRESSED, FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. MONITORING AND ENFORCEMENT OF CONFLICT POLICY, FORM 990, PART VI, LINE 12C: THE COLLEGE ANNUALLY REQUIRES DISCLOSURES OF CONFLICTS OF INTEREST THROUGH A CONFLICT OF INTEREST FORM. THE TRUSTEES ARE EMAILED THE CONFLICT OF INTEREST FORM FROM THE BUSINESS OFFICE VIA THE COLLEGE'S SECRETARY, AND THE COMPLETED FORMS ARE RETURNED TO THE BUSINESS OFFICE. IF A COMPLETED CONFLICT OF INTEREST FORM DISCLOSES A CONFLICT, IT IS GIVEN TO THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. THE VP FOR FINANCE AND ADMINISTRATION REVIEWS THE FORMS AND THEN SENDS THEM TO THE AUDIT AND COMPLIANCE COMMITTEE IF THE DISCLOSURE IS SOMETHING THAT THE COMMITTEE NEEDS TO BE AWARE OF. THE TRUSTEES RECUSE THEMSELVES FROM VOTING ON MATTERS IN WHICH THEY HAVE A CONFLICT. THE MINUTES OF SUCH MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE, AND A TRUSTEE WHO IS UNCERTAIN WHETHER A CONFLICT OF INTEREST MAY EXIST IN ANY MATTER MAY REQUEST THE BOARD OR COMMITTEE TO RESOLVE THE QUESTION BY MAJORITY VOTE. COMPENSATION REVIEW AND APPROVAL, FORM 990, PART VI, LINE 15: THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS THE COMPENSATION OF THE PRESIDENT. THE PROCESS INCLUDES REVIEWING COMPARABLE DATA TO DETERMINE APPROPRIATE COMPENSATION LEVELS. THE DOCUMENTED PROCESS AND DECISIONS MADE ARE PRESERVED IN HUMAN RESOURCES. THE EXECUTIVE COMMITTEE IS EMPOWERED TO APPROVE THE ANNUAL COMPENSATION OF THE PRESIDENT, AND THE EXECUTIVE COMMITTEE OR A SUBSET THEREOF MEETS WITH THE PRESIDENT ANNUALLY FOR A FORMAL EVALUATION AFTER RECEIVING INPUT FROM THE FULL BOARD. THE OTHER OFFICERS' COMPENSATION IS REVIEWED BY THE PRESIDENT. COMPARATIVE SALARY DATA AS WELL AS PROPOSED SALARIES ARE BROUGHT BY THE PRESIDENT TO THE EXECUTIVE COMMITTEE FOR REVIEW. THE PRESIDENT MAKES THE FINAL SALARY DECISIONS FOR ALL COLLEGE OFFICERS. AVAILABILITY OF DOCUMENTS, FORM 990, PART VI, LINE 19: THE COLLEGE'S BY-LAWS, CODE OF CONDUCT, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE ON THE COLLEGE'S WEBSITE: WWW.HAMPSHIRE.EDU. FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE OF THE MASSACHUSETTS ATTORNEY GENERAL. FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG. OTHER CHANGES IN NET ASSETS, FORM 990, PART XI, LINE 9: LOSS ON EXTINGUISHMENT OF DEBT: ($1,481,180) CHARITABLE REMAINDER TRUSTS (5) 893 WEST STREET AMHERST MA 01002 CHARITABLE TRUST MA NA TRUST false false false false false false false false false false false false false false false false false false false false