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TRUSTEES OF MOUNT HOLYOKE COLLEGE: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF MOUNT HOLYOKE COLLEGE (EIN 04-2103578)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-10
IRS object ID
201341349349301789
Schema version
2011v1.2
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)
Timestamp2013-05-10T15:00:35-07:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN042103578EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE TRUSTEES OF MOUNT HOLYOKE COLLEGEBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlTRUSNameControl
Phone4135382641Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 College StreetAddressLine1
CitySouth HadleyCity
StateMAState
ZIP Code01075ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameEllen RutanName
TitleComptrollerTitle
Phone4135382713Phone
Date Signed2013-05-14DateSigned
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1Mount Holyoke CollegeBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonLynn PasquerellaNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line150 College StreetAddressLine1
CitySouth HadleyCity
StateMAState
ZIP Code01075ZIPCode
FieldValueIRS element (for citing)
Gross Receipts304504818GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.mtholyoke.eduWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1836YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionMount Holyoke College is a liberal arts college committed to educating a diverse residential community of women at the highest level of academic excellence and to fostering the alliance of liberal arts education with purposeful engagement in the world.ActivityOrMissionDescription
Nbr Voting Members Governing Body31NbrVotingMembersGoverningBody
Nbr Independent Voting Members30NbrIndependentVotingMembers
Total Nbr Employees3327TotalNbrEmployees
Total Nbr Volunteers1883TotalNbrVolunteers
Total Gross UBI-1009073TotalGrossUBI
Net Unrelated Business Txbl Income-1343492NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year23250197ContributionsGrantsPriorYear
Contributions Grants Current Year25438887ContributionsGrantsCurrentYear
Program Service Revenue Prior Year103440989ProgramServiceRevenuePriorYear
Program Service Revenue CY108543278ProgramServiceRevenueCY
Investment Income Prior Year40439984InvestmentIncomePriorYear
Investment Income Current Year18438753InvestmentIncomeCurrentYear
Other Revenue Prior Year18311774OtherRevenuePriorYear
Other Revenue Current Year18530437OtherRevenueCurrentYear
Total Revenue Prior Year185442944TotalRevenuePriorYear
Total Revenue Current Year170951355TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year50747585GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY54295830GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year73346610SalariesEtcPriorYear
Salaries Etc Current Year76934935SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year7259483TotalFundrsngExpCurrentYear
Other Expense Prior Year55311916OtherExpensePriorYear
Other Expenses Current Year56652072OtherExpensesCurrentYear
Total Expenses Prior Year179406111TotalExpensesPriorYear
Total Expenses Current Year187882837TotalExpensesCurrentYear
Revenues Less Expenses Prior Year6036833RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-16931482RevenuesLessExpensesCY
Total Assets BOY892919536TotalAssetsBOY
Total Assets EOY863631443TotalAssetsEOY
Total Liabilities BOY175160274TotalLiabilitiesBOY
Total Liabilities EOY181854847TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY717759262NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY681776596NetAssetsOrFundBalancesEOY
Mission DescriptionMount 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense126860685Expense
Grants54295830Grants
Revenue102827380Revenue
Description*Instruction, Research, Academic Support and Library Services * Mount Holyoke College enrolls approximately 2,300 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 51 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. 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense23239058Expense
Grants0Grants
Revenue12931974Revenue
Description*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. Approximately one-fourth of the rooms in each residence hall are for entering students. The result is an interesting blend of experience within each residence hall. 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 and public safety services to support the needs of its students. The Office of Student Programs supports 150 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.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense9000220Expense
Grants0Grants
Revenue11000560Revenue
Description*Dining Services* At Mount Holyoke College, dining is an integral part of a student's educational experience. Students meet at mealtimes in friendly conversation, often with faculty as their invited guests. This hospitality and exchange is an important tradition on campus. Dining Services is responsible for administering a comprehensive board program in six residential dining locations, the campus café, and seven continental breakfast locations, and is responsible for all campus center cash operations, vending, a bakery, and a warehouse. The qualified and experienced culinary production and service staff are committed to providing high quality and nutritious food in all dining operations.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp0TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt0TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev0TotalOfOtherProgramServiceRev
Total Program Service Expense159099963TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School1School
Foreign Office1ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations1MoreThan5000KToOrganizations
More Than5000 K To Individuals1MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP1LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096738NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees3327NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryCHNameOfForeignCountry
Name Of Foreign CountryCJNameOfForeignCountry
Name Of Foreign CountryEINameOfForeignCountry
Name Of Foreign CountryFRNameOfForeignCountry
Name Of Foreign CountrySGNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of1Form8282PropertyDisposedOf
Number Of8282 Filed1NumberOf8282Filed
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members31NbrVotingGoverningBodyMembers
Number Independent Voting Members30NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs1ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture1InvestmentInJointVenture
Written Policy Or Procedure1WrittenPolicyOrProcedure
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonEllen Rutan - ComptrollerNamePerson
Telephone Number4135382713TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line150 College StAddressLine1
CitySouth HadleyCity
StateMAState
ZIP Code01075ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (47 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
Mary Graham Davis
Chair, Board of Trustees8.00X000
H Jay Sarles
Vice Chair, Board of Trustees4.00X000
Jeanne E Amster
Trustee4X000
Susan Bateson
Trustee2.00X000
Barbara M Baumann
Trustee6.00X000
Sava A Berhane
Trustee2.00X000
Barbara Moakler Byrne
Trustee6.00X000
Eleanor C Chang
Trustee2.00X000
Debra Martin Chase
Trustee2.00X000
Ellen M Cosgrove
Trustee2.00X000
Sarah Miller Coulson
Trustee2.00X000
Mary Beth Topor Daniel
Trustee2.00X000
Elizabeth Onyemelukwe Garner
Alumna Trustee2.00X000
Suzanne A George
Alumna Trustee2.00X000
Lila Gierasch
Alumna Trustee2.00X000
Heather Harde
Trustee2.00X000
Ludmila Schwarzenberg Hess
Trustee2.00X000
Mindy McWilliams Lewis
Trustee4.00X000
Guy R Martin
Trustee4.00X000
Audrey A McNiff
Trustee4.00X000
Susan d'Olive Mozena
Alumna Trustee2.00X000
Richard E Neal
Trustee2.00X000
Ellen Hyde Pace
Alumna Trustee2.00X000
Elizabeth A Palmer
Trustee6.00X000
Kavita N Ramdas
Trustee2.00X300000
Cynthia L Reed
Trustee2.00X000
James Streibich
Trustee2.00X000
Karena Strella
Trustee2.00X000
David Wilson
Trustee2.00X000
Margaret L Wolff
Trustee4.00X000
Lynn Pasquerella
President40X451502034010X
Donal O'Shea
VP for Academic Affairs & Dean of Faculty40225537054569X
Charles Haight
Vice President for Development40224581026822X
Christopher Benfey
Interim VP for Academic Affairs & Dean of Faculty40172287035126X
Diane Anci
VP for Enrollment & Dean of Admission40161587043616X
Benjamin Hammond
VP for Finance & Administration & Treasurer40135770018420X
Sarah Sutherland
Secretary of the College40131759020829X
Cerri Banks
VP for Student Affairs & Dean of the College408539508963X
Joseph Ellis
Professor of History40184492042535X
Eva Paus
Professor of Economics & Dir of Ctr for Global Initiatives40159546033927X
MaryAnne Young
Director of Development40157365036558X
Charlotte Patriquin
Chief Information Officer and Executive Dir of LITS40153326025789X
Melinda Darby Dyar
Professor & Chair of Astronomy40153264012355X
Joanne Creighton
Former President & Professor of English40278004037835X
Penny Gill
Former Dean of the College & Professor of Humanities & Politics40146372023583X
Mary Jo Maydew
Former VP for Finance & Administration & Treasurer40134996020731X
Lee Bowie
Former Dean of the College & Professor of Philosophy40130692038849X
FieldValueIRS element (for citing)
Total Reportable Comp From Org3089475TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation514517TotalOtherCompensation
Number Individuals GT100 K101NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensationBusiness Name Line2NameOfContractor/NameBusiness/BusinessNameLine2
Cambridge Associates LLC
100 Summer StreetBostonMA021102112Investment Consulting846981
Hill - Engineers Architects
50 Depot StreetDaltonMA01226Architectural Design315547Planners Inc
KPMG LLP
60 South StreetBostonMA02111Audit and Tax Consulting Services298480
Cedar Rock Capital Partners LLC
11 Broadway Suite 965NYNY10019Investment Management275434
The Silchester International Investors
780 Third Ave 42nd FlNYNY10017Investment Management257103
FieldValueIRS element (for citing)
Number Of Contractors GT100 K14NumberOfContractorsGT100K
Federated Campaigns0FederatedCampaigns
Membership Dues0MembershipDues
Fundraising Events11575FundraisingEvents
Related Organizations0RelatedOrganizations
Government Grants2946227GovernmentGrants
All Other Contributions22481085AllOtherContributions
Noncash Contributions3523760NoncashContributions
Total Contributions25438887TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
Tuition and Fees61131095633526956335260$0
Room and Other Board61131012901480129014800$0
Educational Performances611310827282720$0

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount
FieldValueIRS element (for citing)
Total Program Service Revenue108543278TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column15714478TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue-1332255UnrelatedBusinessRevenue
Exclusion$17,046,733ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column333226TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$333,226ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column4944TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$4,944ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real444236Real
Personal0Personal

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real463231Real
Personal0Personal

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real-18995Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column-18995TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion-$18,995ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities132224912Securities
Other14471Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities129833863Securities
Other14471Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities2391049Securities
Other0Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column2391049TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$2,391,049ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events9820GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events11575CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses5150FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column4670TotalRevenueColumn
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$4,670ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory14361829GrossSalesOfInventory
Cost Of Goods Sold3236748CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column11125081TotalRevenueColumn
Related Or Exempt Function Income11031053RelatedOrExemptFunctionIncome
Unrelated Business Revenue94028UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
Educational Conferences721000968221739067229154$0
Fees, Service and Other Income611310644651664465160$0

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue7414737TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column170951355TotalRevenueColumn
Related Or Exempt Function Income126759914RelatedOrExemptFunctionIncome
Unrelated Business Revenue-1009073UnrelatedBusinessRevenue
Exclusion$19,761,627ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total73678Total
Program Services73678ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total53111843Total
Program Services53111843ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total1110309Total
Program Services1110309ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total2197212Total
Program Services972183ProgramServices
Management And General950155ManagementAndGeneral
Fundraising274874Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total56566041Total
Program Services49657917ProgramServices
Management And General4359182ManagementAndGeneral
Fundraising2548942Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total4900575Total
Program Services4301725ProgramServices
Management And General377834ManagementAndGeneral
Fundraising221016Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total9079349Total
Program Services7969852ProgramServices
Management And General700018ManagementAndGeneral
Fundraising409479Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total4191758Total
Program Services3679525ProgramServices
Management And General323185ManagementAndGeneral
Fundraising189048Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total513195Total
Program Services450510ProgramServices
Management And General29831ManagementAndGeneral
Fundraising32854Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total350395Total
Program Services104091ProgramServices
Management And General245283ManagementAndGeneral
Fundraising1021Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total208750Total
Program Services50500ProgramServices
Management And General158250ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total
Fundraising0Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total9687363Total
Program Services0ProgramServices
Management And General9687363ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total4319767Total
Program Services3157082ProgramServices
Management And General1061686ManagementAndGeneral
Fundraising100999Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total114878Total
Program Services59268ProgramServices
Management And General49585ManagementAndGeneral
Fundraising6025Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total5552155Total
Program Services4891128ProgramServices
Management And General342539ManagementAndGeneral
Fundraising318488Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total1685855Total
Program Services1199735ProgramServices
Management And General476671ManagementAndGeneral
Fundraising9449Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total4939Total
Program Services4939ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total4421026Total
Program Services4052057ProgramServices
Management And General170436ManagementAndGeneral
Fundraising198533Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total1876177Total
Program Services1410259ProgramServices
Management And General187262ManagementAndGeneral
Fundraising278656Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total211999Total
Program Services170782ProgramServices
Management And General28815ManagementAndGeneral
Fundraising12402Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total5849122Total
Program Services3693408ProgramServices
Management And General2057934ManagementAndGeneral
Fundraising97780Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total477235Total
Program Services298637ProgramServices
Management And General141437ManagementAndGeneral
Fundraising37161Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total10738460Total
Program Services10308583ProgramServices
Management And General190972ManagementAndGeneral
Fundraising238905Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total2626968Total
Program Services2097384ProgramServices
Management And General510202ManagementAndGeneral
Fundraising19382Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Allocated Expenses0505777-5057770
Equipment Maintenance & Repair232510322221536020242748
Public Safety Collaborative Expenses2293658229365800
Alumnae Association Support2134043002134043

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total1260984Total
Program Services1252980ProgramServices
Management And General-79674ManagementAndGeneral
Fundraising87678Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total187882837Total
Program Services159099963ProgramServices
Management And General21523391ManagementAndGeneral
Fundraising7259483Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY15012017BOY
EOY8243479EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY27327648BOY
EOY25440917EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY2746693BOY
EOY1530049EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY289136BOY
EOY280037EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY128552BOY
EOY91472EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY722420BOY
EOY752807EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1930603BOY
EOY1745753EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis351574609LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec175594641LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY178663014BOY
EOY175979968EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY94519349BOY
EOY80323891EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY517386867BOY
EOY520681872EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY18052901BOY
EOY18422089EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY36140336BOY
EOY30139109EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY892919536BOY
EOY863631443EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY7554033BOY
EOY8632347EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY1298029BOY
EOY1641524EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY115988329BOY
EOY113914609EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY3800000BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY46519883BOY
EOY57666367EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY175160274BOY
EOY181854847EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY129712964BOY
EOY104338363EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY344069949BOY
EOY321334837EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY243976349BOY
EOY256103396EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY717759262BOY
EOY681776596EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY892919536BOY
EOY863631443EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-16931482ReconcilationRevenueExpenses
Reconcilation Other Changes-19051184ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management0PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators0DirectContactLegislators
Rallies Demonstrations0RalliesDemonstrations
Other Activities1OtherActivities
Other Activities$5,000OtherActivitiesAmount
Total Lobbying Expenditures IIB5000TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierSchC_P2B_S00_L01Identifier
Return ReferenceSchedule C, Part II-B, Line 1ReturnReference
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 amount of membership dues used for lobbying expense.Explanation

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Revenues Included0RevenuesIncluded
Assets In Part X10205471AssetsInPartX

Held Works Of Art Amts HeldWorksOfArtAmts

FieldValueIRS element (for citing)
Revenues Included0RevenuesIncluded
Assets In Part X0AssetsInPartX
FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms
Solicited Assets For Sale0SolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance617284353BeginningOfYearBalance
Contributions9947368Contributions
Investment Earnings Or Losses5518243InvestmentEarningsOrLosses
Grants Or Scholarships7840042GrantsOrScholarships
Other Expenditures19056521OtherExpenditures
Administrative Expenses11808249AdministrativeExpenses
End Of Year Balance594045152EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance535887570BeginningOfYearBalance
Contributions5912096Contributions
Investment Earnings Or Losses111891009InvestmentEarningsOrLosses
Grants Or Scholarships7566269GrantsOrScholarships
Other Expenditures18730941OtherExpenditures
Administrative Expenses10109112AdministrativeExpenses
End Of Year Balance617284353EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance503167897BeginningOfYearBalance
Contributions6071042Contributions
Investment Earnings Or Losses60421588InvestmentEarningsOrLosses
Grants Or Scholarships7082487GrantsOrScholarships
Other Expenditures19394159OtherExpenditures
Administrative Expenses9600451AdministrativeExpenses
End Of Year Balance533583430EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance662904332BeginningOfYearBalance
Contributions3515032Contributions
Investment Earnings Or Losses-127229846InvestmentEarningsOrLosses
Grants Or Scholarships6613057GrantsOrScholarships
Other Expenditures20145463OtherExpenditures
Administrative Expenses9263101AdministrativeExpenses
End Of Year Balance503167897EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.1367BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.3959PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.4674TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis22876710OtherCostOrOtherBasis
Book Value22876710BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis153218446OtherCostOrOtherBasis
Depreciation51544152Depreciation
Book Value101674294BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis75542444OtherCostOrOtherBasis
Depreciation38152930Depreciation
Book Value37389514BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis53505753OtherCostOrOtherBasis
Depreciation48422577Depreciation
Book Value5083176BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis46431256OtherCostOrOtherBasis
Depreciation37474982Depreciation
Book Value8956274BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings175979968TotalOfBookValueLandBuildings

Financial Derivatives FinancialDerivatives

FieldValueIRS element (for citing)
Book Value0BookValue

Closely Held Equity Interests CloselyHeldEquityInterests

FieldValueIRS element (for citing)
Book Value0BookValue

Other Securities OtherSecurities (7 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
Fixed Income Mutual/Comingled Funds33873189F
Equity Mutual/Comingled Funds133367564F
Hedge Funds158412319F
Inflation Hedging81229866F
Debt Related26248995F
Venture Capital82942982F
Other4606957F
FieldValueIRS element (for citing)
Total Of Book Value Securities520681872TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (6 entries)

DescriptionDescriptionAmountAmount
Interest Rate Swap Liability$20,172,339
FAS 158 Pension Liability$4,085,845
FIN 47 Conditional Asset Retirement Obligation$9,235,291
457(b) Pension Liability$396,722
Refundable Government Advances$4,670,900
Split Interest Obligation$19,105,270
FieldValueIRS element (for citing)
Total Of Amounts57666367TotalOfAmounts
Total Revenue170951355TotalRevenue
Total Expenses187882837TotalExpenses
Excess Or Deficit For Year-16931482ExcessOrDeficitForYear
Net Unrealized GL On Investments-12176043NetUnrealizedGLOnInvestments
Donated Services And Facilities0DonatedServicesAndFacilities
Investment Expenses0InvestmentExpenses
Prior Period Adjustments0PriorPeriodAdjustments
Other-$6,866,672OtherAmount
Total Adjustments-19042715TotalAdjustments
Excess Or Deficit Per FS-35974197ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt145158892TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-12176043NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities0DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants0RecoveriesOfPriorYearGrants
Other Revenues-17033522OtherRevenues
Revenue Not Rptd F990-29209565RevenueNotRptdF990
Revenue Subtotal174368457RevenueSubtotal
Investment Expenses Not Included0InvestmentExpensesNotIncluded
Other Revenues Not Included-3417102OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-3417102RevenueNotRptdOnFinStmt
Total Revenue Per Form990170951355TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt181133089TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities0DonatedServicesUseOfFacilities
Prior Year Adjustments0PriorYearAdjustments
Losses Reported0LossesReported
Other Expenses Included5329883OtherExpensesIncluded
Expenses Not Rptd F9905329883ExpensesNotRptdF990
Expenses Subtotal175803206ExpensesSubtotal
Investment Expenses Not Included211808249InvestmentExpensesNotIncluded2
Other Expenses Not Included271382OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt12079631ExpensesNotRptdOnFinStmt
Total Expenses Per Form990187882837TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SchD_P03_S00_L04Schedule D, Part III, Line 4The College maintains more than 17,000 works of art from antiquity to the present that comprise the permanent collection of the Mount Holyoke College Art Museum. 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 two to four 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.
SchD_P05_S00_L04Schedule D, Part V, Line 4Mount Holyoke's endowment consists of approximately 1,500 funds established for a variety of purposes, including both donor restricted endowment funds and funds designated by the College to function as endowments. About 27% 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 20% of the College's annual operating budget revenues.
SchD_P10_S00_L02Schedule D, 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 on related income 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.
SchD_P11_S00_L08Schedule D, Part XI, Line 8Other includes Willits Hallowell Center net loss of -175,982, change in split interest agreements of 1,886,463, change in value of interest rate swaps of -4,756,023, change in FAS 158 pension liability of -3,846,940, and other endowment changes of 25,810.
SchD_P12_S00_L02dSchedule D, Part XII, Line 2dOther includes Willits Hallowell Center revenue of 1,465,417, change in split interest agreements of 1,886,463, change in value of interest rate swaps of -4,756,023, change in FAS 158 pension liability of -3,846,940, endowment expenses of -11,808,249, and other endowment changes of 25,810.
SchD_P12_S00_L04bSchedule D, Part XII, Line 4bOther includes cost of goods sold of -3,236,748, fundraising event expenses of -5,150, faculty housing expenses of -446,586, and 271,382 of expense netted with revenue on the financial statements.
SchD_P13_S00_L02dSchedule D, Part XIII, Line 2dOther includes Willits Hallowell Center expenses of 1,641,399, cost of goods sold of 3,236,748, fundraising event expenses of 5,150, and faculty housing expenses of 446,586.
SchD_P13_S00_L04bSchedule D, Part XIII, Line 4bOther includes 271,382 in expense netted with revenue on the financial statements.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt1NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc1PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media1PolicyPublViaBroadcastMedia
Maint Racial Composition Records1MaintRacialCompositionRecords
Maint Scholarships Records1MaintScholarshipsRecords
Maint Copies Of Brochures Etc1MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations1MaintCopiesOfAllSolicitations
Discriminate Race Students Rights0DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies0DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty0DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships0DiscriminateRaceScholarships
Discriminate Race Educ Policies0DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog0DiscriminateRaceAthleticProg
Discriminate Race Other Acty0DiscriminateRaceOtherActy
Government Financial Aid Received1GovernmentFinancialAidReceived
Government Financial Aid Revoked0GovernmentFinancialAidRevoked
Compliance With Rev Proc75501ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SchE_P01_S00_L03Schedule E, Part I, Line 3The College follows a nondiscriminatory policy toward faculty, students and staff, and with regard to students, includes this policy in most brochures and catalogues dealing with student admissions, programs and scholarships. Mount Holyoke has approximately 2,300 students who hail from 49 states and nearly 80 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 20% who are international citizens. Out of domestic students, 25% identify as African American, Asian American, Latina, Native American or multiracial.
SchE_P01_S00_L06Schedule E, Part I, Line 6The College receives federal grants for faculty research and student scholarships.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (29 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
Central America and the Caribbean00Program ServicesGrant Aid14050
Central America and the Caribbean00Program ServicesStudy Abroad73182
Central America and the Caribbean00Program ServicesResearch5934
Central America and the Caribbean00Investments146772764
East Asia and the Pacific00Program ServicesGrant Aid151181
East Asia and the Pacific11Program ServicesStudy Abroad113533
East Asia and the Pacific00Program ServicesResearch59118
East Asia and the Pacific00Program ServicesRecruitment17083
East Asia and the Pacific00FundraisingAlumnae Meetings32470
Europe (including Iceland and Greenland)00Program ServicesGrant Aid752353
Europe (including Iceland and Greenland)00Program ServicesResearch157295
Europe (including Iceland and Greenland)11Program ServicesStudy Abroad341853
Europe (including Iceland and Greenland)00FundraisingAlumnae Meetings21174
Europe (including Iceland and Greenland)00Program ServicesRecruitment35013
Europe (including Iceland and Greenland)00Investments6720349
Middle East and North Africa00Program ServicesGrant Aid48346
Middle East and North Africa00Program ServicesRecruitment9643
Middle East and North Africa00Program ServicesResearch4979
North America (including Canada and Mexico, but not the United States)00Program ServicesResearch32691
North America (including Canada and Mexico, but not the United States)00Program ServicesRecruitment536
Russia and the newly independent States00Program ServicesGrant Aid11114
Russia and the newly independent States00Program ServicesResearch5500
Russia and the newly independent States00Program ServicesRecruitment370
South America00Program ServicesGrant Aid67181
South America00Program ServicesResearch8187
South Asia00Program ServicesGrant Aid18787
South Asia00Program ServicesResearch6807
Sub-Saharan Africa00Program ServicesGrant Aid58975
Sub-Saharan Africa00Program ServicesResearch81927
FieldValueIRS element (for citing)
Total Number Of Offices2TotalNumberOfOffices
Total Number Of Employees2TotalNumberOfEmployees
Total Amount Spent155622395TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS

FieldValueIRS element (for citing)
RegionSub-Saharan AfricaRegion
Purpose Of GrantFinancial AssistancePurposeOfGrant
Amount Of Cash Grant43500AmountOfCashGrant
Manner Of Cash DisbursementCheck & WireMannerOfCashDisbursement
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs1TotalNumberOf501c3Orgs
Total Number Of Other Orgs1TotalNumberOfOtherOrgs

Grants To Ind Outside US GrantsToIndOutsideUS (8 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
Financial AssistanceCentral America and the Caribbean214050Check
Financial AssistanceEurope (including Iceland and Greenland)74740675Check
Financial AssistanceEast Asia and the Pacific12151181Check
Financial AssistanceMiddle East and North Africa648346Check
Financial AssistanceRussia and the newly independent States311114Check
Financial AssistanceSouth America867181Check
Financial AssistanceSouth Asia318787Check
Financial AssistanceSub-Saharan Africa215475Check
FieldValueIRS element (for citing)
Transfer To Foreign Corp1TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co1PassiveForeignInvestCo
Foreign Partnership1ForeignPartnership
Boycott Countries1BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierSchF_P01_S00_L02Identifier
Return ReferenceSchedule F, Part I, Line 2ReturnReference
ExplanationAll financial aid grants and scholarships to students 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. Financial aid grant funds are monitored through the financial aid management software, PowerFAIDS, through fund tracking in the administration module. When requested by an institution for a student studying abroad, the College will complete a Financial Aid Information Sheet which includes detailed information about the types and amounts of financial aid being provided to the student, along with the total anticipated disbursement amount and the anticipated disbursement date to the student. Students use the financial aid funds they receive to pay the bill due to the foreign institution directly. In very rare instances, the College is contacted by the institution regarding an unpaid bill. The College will then contact the student to remind her that she is responsible for paying the institution using the funds sent to her (vs. MHC sending the funds directly to the institution). This usually occurs due to a misunderstanding and the situation is resolved promptly. Grant policy and procedures are reviewed annually by management. Staff who will be awarding financial aid grant funds are trained to adhere to these policies and procedures. * Infrequently at the discretion of the President or Vice President for Finance and Administration, the College collaborates with nonprofit organizations in carrying out its mission. During the fiscal year, College faculty, staff and students worked with an African nonprofit organization and Kenyan residents to develop sustainable engineering solutions for clean water and community agriculture. This collaboration is one of the ways in which the College prepares and educates its students for purposeful engagement in the world.Explanation

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Friends of AthleticsNameOfEvent1
Gross Receipts Event121395GrossReceiptsEvent1
Charitable Contributions Event111575CharitableContributionsEvent1
Gross Revenue Event19820GrossRevenueEvent1
Cash Prizes Event10CashPrizesEvent1
Non Cash Prizes Event1596NonCashPrizesEvent1
Rent Facility Costs Event10RentFacilityCostsEvent1
Food And Beverage Event10FoodAndBeverageEvent1
Entertainment Event10EntertainmentEvent1
Other Direct Expenses Event14554OtherDirectExpensesEvent1
Food And Beverage Other Events0FoodAndBeverageOtherEvents
Entertainment Other Events0EntertainmentOtherEvents
Gross Receipts Total21395GrossReceiptsTotal
Charitable Contributions Total11575CharitableContributionsTotal
Gross Revenue Total Events9820GrossRevenueTotalEvents
Cash Prizes Total Events0CashPrizesTotalEvents
Non Cash Prizes Total Events596NonCashPrizesTotalEvents
Rent Facility Costs Total Events0RentFacilityCostsTotalEvents
Food And Beverage Total Events0FoodAndBeverageTotalEvents
Entertainment Total Events0EntertainmentTotalEvents
Other Direct Expenses Total Events4554OtherDirectExpensesTotalEvents
Direct Expense Summary Events5150DirectExpenseSummaryEvents
Net Income Summary4670NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistancePurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2IRC SectionIRCSection
Town of South Hadley
116 Main StreetSouth HadleyMA01075046001303103500Support for fire department capital equipment fund.
WFCR
University of MassachusettsAmherstMA01003046130523115430General support for local public radio station.Hampshire House501(c)(3)
WAMC
PO Box 66600AlbanyNY1220622240059350000Support for the Academic Minute educational radio program featuring current academic research by professors throughout the United States.501(c)(3)
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants11TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantFellowships and student financial aid for tuition, room and board expenses at Mount Holyoke College and other institutions within the United States.TypeOfGrant
Number Of Recipients1875NumberOfRecipients
Amount Of Cash Grant53111843AmountOfCashGrant
Amount Of Non Cash Assistance0AmountOfNonCashAssistance

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierSchI_P01_S00_L02Identifier
Return ReferenceSchedule I, Part I, Line 2ReturnReference
ExplanationAll financial aid grants and scholarships to students 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 that the College awards, there are some grants that are awarded based on merit. Financial aid grant funds are monitored through the financial aid management software, PowerFAIDS, through fund tracking in the administration module. Staff who will be awarding financial aid grant funds are trained to adhere to these policies and procedures. * 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Personal ServicesXPersonalServices
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (16 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Lynn Pasquerella
350000000101502025725087460485973000
Donal O'Shea
21764700078900234550315630280555000
Charles Haight
2202880004293023455038160251852000
Christopher Benfey
17228700000185850169340207806000
Diane Anci
16158700000183750256390205601000
Benjamin Hammond
957700004000009625089510154346000
Sarah Sutherland
131009000750013983071580152900000
Joseph Ellis
18449200000204490225120227453000
Eva Paus
15954600000171560170670193769000
MaryAnne Young
15736500000165230203970194285000
Charlotte Patriquin
152381000944016485096640179474000
Melinda Darby Dyar
153264000001235502580165877000
Joanne Creighton
27524900027540192940188560316153000
Penny Gill
1463720000017337069540170663000
Mary Jo Maydew
1349960000013165078590156020000
Lee Bowie
13069200000149630242000169855000

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SchJ_P01_S00_L01aSchedule J, Part I, Line 1aThe College's Companion Travel Policy states that in occasional authorized circumstances the College will pay or reimburse for travel, meals and expenses of the spouse/partner of an officer. Specifically, while performing her official duties in the areas of development, alumnae relations and other business of the College, the President may be accompanied by her spouse/partner, who is expected to make an important contribution to achieving the purpose of the travel or events. In those cases, the College's policy is to authorize the payment of all travel and related expenses of the President's spouse/partner. Under the accountable travel plan of the College, all expenses must be documented and receipts provided. In addition, when companion travel is necessary for business purposes and is paid by the College, the following conditions must be met in order to exclude travel costs from the taxable income of the employee: 1. The spouse/partner attends and contributes to the official function. 2. The purpose of the travel, the activities of the spouse/partner relating to College business and the expenses incurred are fully documented. Any spouse/partner travel other than that of the President must be approved, in advance, by the President. *During the year the College paid less than $400 for the tax on transitional compensation paid to the incoming Dean of the College. This amount was included in her Form W-2. *The Board of Trustees recognizes the unique role the President and other senior administrators play in supporting alumnae and development 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 Dean of Faculty 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. An amount is included as a nontaxable benefit for the personal use of College provided housing. 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 of time spent cleaning the personal quarters of the President's house is included in the Form W-2 of the President. *The College pays for the President's memberships in two social clubs, one to provide a location for New York City College related events and meetings and the other to provide off site meeting space. Since these memberships are exclusively for business related events, no amounts are included in compensation or benefits.
SchJ_P01_S00_L03Schedule J, 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.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Business Name Line2IssuerName/BusinessNameLine2Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
Massachusetts Development Finance Agency
Mount Holyoke College Issue Series 200804343181457583RUS22008-03-2740231354Construct and equip campus facilities000
Massachusetts Development Finance Agency
Mount Holyoke College Issue Series 2011A and 2011B04343181457583UFU72011-06-0976131942To refund 2001 bond issue and to construct and improve campus facilities000

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Amount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
004023135400045635400397750000020081011
451445820761319420005692680025428872049892201001

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsEngage Bond Counsel ResearchEngageBondCounselResearchPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
0001000.00160.00161
0001000.00760.00761

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
000000
010000
FieldValueIRS element (for citing)
Fed Tax Requirements ComplianceXFedTaxRequirementsCompliance

Form990 Schedule K Part VI Form990ScheduleKPartVI

FieldValueIRS element (for citing)
IdentifierSchK_P03_S00_L03cIdentifier
Return ReferenceSchedule K, Part III, Line 3cReturnReference
ExplanationThe 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. Management reviews all contracts related to bond financed facilities and has engaged bond counsel to review any agreements that are deemed significant.Explanation

Schedule L IRS990ScheduleL

Loan Table LoanTable

FieldValueIRS element (for citing)
Name PersonJoanne CreightonNamePerson
Purpose Of LoanSplit Dollar ReceivablePurposeOfLoan
Loan From OrganizationXLoanFromOrganization
Original Principal$327,600OriginalPrincipalAmount
Balance Due280037BalanceDue
Default0Default
Approved By Board1ApprovedByBoard
Written Agreement1WrittenAgreement
FieldValueIRS element (for citing)
Total Balance Due280037TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonMichael CrowleyNamePerson
FieldValueIRS element (for citing)
RelationshipSpouse of Former VP FinanceRelationship
Amount Of Transaction125558AmountOfTransaction
Description Of TransactionComp & Benefits Dir of NetworkingDescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions243NumberOfContributions
Noncash Contribs Rptd F9903523760NoncashContribsRptdF990
Method Of Determining RevenuesMarket ValueMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received1NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used1ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierSchM_P01_S00_L32bIdentifier
Return ReferenceSchedule M, Part I, Line 32bReturnReference
ExplanationFor gifts of tangible real or personal property, the College engages the services of an auction house or real estate agent to sell the property and transfer the proceeds to the College.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
F990_P06_S0A_L04Form 990, Part VI, Section A, Line 4In October 2011, the Board of Trustees approved changes to the College's by-laws including the establishment of two new Board committees. The new committees are the Investment Committee, formerly a subcommittee of the Finance Committee, consisting of Trustee and non-Trustee members, and the Institutional Risk Committee, the responsibilities of which were formerly delegated to the Audit Committee.
F990_P06_S0A_L07aForm 990, Part VI, Section A, Line 7aAccording to the College's by-laws, five Trustees known as Alumna 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.
F990_P06_S0B_L11bForm 990, Part VI, Section B, Line 11bAnnual 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 member prior to filing.
F990_P06_S0B_L12cForm 990, Part VI, Section B, Line 12cThe College requires each member of the Board of Trustees to complete and file a Conflict of Interest Disclosure Form with the Assistant to the Board of Trustees annually. If the Trustee does not return the form then the Assistant to the Board of Trustees sends a second form for completion. If that is not returned, then the Trustee is asked to complete and submit the form at the next Board of Trustee meeting. In addition, each officer and key employee is asked to complete and file a Conflict of Interest Disclosure Form annually. The Vice President for Finance and Administration ensures that the completed forms are returned by all officers and key employees. The information on the submitted forms is summarized by the Vice President for Finance and Administration 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.
F990_P06_S0B_L15Form 990, Part VI, Section B, Line 15Annually, the Human Resources Department assembles comparative salary data for all senior/executive positions at the College including: President and all Vice Presidents (Vice President for Academic Affairs/Dean of the Faculty, Vice President for Finance and Administration, Vice President for Advancement/Development, Vice President for Student Affairs/Dean of the College, and Vice President for Enrollment and College Relations) and the Assistant/Senior Advisor to the President. This process was last undertaken in May 2012 for each of the positions mentioned above. Salary data for these executive positions is compiled from the Administrative Compensation 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 by comparable budget quartile as Mount Holyoke College, and from a selection of participating Consortium on Financing Higher Education (COFHE) institutions. 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 the Pierson Group). Twenty-five 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 recommended and brought to the full Board for a vote at their executive session. 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 salary data, the Human Resources Department also assembles a summary report of Presidential "total" compensation. This report is also reviewed by and discussed with the Nominating and Governance Committee and shared with the entire Board of Trustees at their executive session.
F990_P06_S0C_L19Form 990, Part VI, Section C, Line 19The College makes its bylaws, 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.
F990_P07_S0A_L01aForm 990, Part VII, Section A, Line 1aThe Trustees of Mount Holyoke College devote approximately .10 hours per week and the President, Treasurer and Secretary of the College devote approximately 1 hour per week to Willits Hallowell Center Inc., a related 501(c)(3) organization. * Because of her extensive experience in the area of women's rights, Kavita Ramdas, Trustee and senior advisor for the Global Fund for Women, was paid to facilitate a student and faculty discussion of the College's 2011 summer reading, "Half the Sky". This payment was not for services in her capacity as Trustee.
F990_P11_S00_L05Form 990, Part XI, Line 5Other changes include unrealized loss of -12,176,043, Willits Hallowell Center support of -184,451, change in value of interest rate swaps of -4,756,023, change in FAS 158 pension liability of -3,846,940, change in split interest agreements of 1,886,463, and other endowment changes of 25,810.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)

Address Line1AddressUS/AddressLine1Address Line2AddressUS/AddressLine2CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrg
Willits Hallowell Center Inc
c/o Mount Holyoke College50 College StreetSouth HadleyMA01075042565823MHC MeetingsMA501(c)(3)11(d)N/A1
Alumnae Association of Mount Holyoke College
c/o Mount Holyoke College50 College StreetSouth HadleyMA01075042105894Alumnae NetworkingMA501(c)(3)11(a)N/A0
Associated Kyoto Program Inc
Smith College Controllers OfficeCollege Hall Room 204NorthamptonMA01063042996114Educational ExchangeMA501(c)(3)11(d)N/A0
Center Redevelopment Corporation
17 College StreetSouth HadleyMA01075042939950Real EstateMA501(c)(3)11(a)N/A0

Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnershipAddress Line2AddressUS/AddressLine2
The Center Business Corporation
17 College StreetSouth HadleyMA01075042983326Small business investmentMAN/AC-565125021
Charitable Remainder Unitrusts (22)
c/o Mount Holyoke CollegeSouth HadleyMA01075Charitable TrustMAN/AT50 College Street
Charitable Remainder Unitrusts Make Up (3)
c/o Mount Holyoke CollegeSouth HadleyMA01075Charitable TrustMAN/AT50 College Street
Perpetual Trust (1)
c/o Mount Holyoke CollegeSouth HadleyMA01075Charitable TrustMAN/AT50 College Street
Pooled Income Funds (2)
c/o Mount Holyoke CollegeSouth HadleyMA01075Charitable TrustMAN/AT50 College Street
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs1RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
Willits Hallowell Center Inc
k190740Overhead Allocation
Willits Hallowell Center Inc
l478347Internal Sales
Willits Hallowell Center Inc
m350000Estimated fair market value of building
Willits Hallowell Center Inc
q184451Willits Hallowell Center subsidy