2011-05-16T09:50:58-05:00 2010-06-30 KPMG LLP 60 South Street Boston MA 02111 990 2009-07-01 041843040 THE TRUSTEES OF THE SMITH COLLEGE TRUS 4135852200 COLLEGE HALL 204 10 ELM STREET NORTHAMPTON MA 010636304 RUTH CONSTANTINE 4135852000 2011-05-13 6179881000 2009 2016-02-24 21:20:13Z Smith College Carol T Christ COLLEGE HALL 204 10 ELM ST NORTHAMPTON MA 01063 382562740 false X WWW.SMITH.EDU X 1871 MA SMITH COLLEGE EDUCATES WOMEN OF PROMISE FOR LIVES OF DISTINCTION. A COLLEGE OF AND FOR THE WORLD, SMITH LINKS THE POWER OF THE LIBERAL ARTS TO EXCELLENCE IN RESEARCH AND SCHOLARSHIP. SEE SCHEDULE O. 38 37 4428 5241 -2078884 -2341536 57438196 44896207 145222070 150597365 3480585 42574114 5168624 6761311 211309475 244828997 52984853 56679220 0 0 112022090 111125072 134655 109205 6301366 76063069 84346076 241204667 252259573 -29895192 -7430576 1691743756 1833835952 269488991 274333573 1422254765 1559502379 SMITH COLLEGE EDUCATES WOMEN OF PROMISE FOR LIVES OF DISTINCTION. A COLLEGE OF AND FOR THE WORLD, SMITH LINKS THE POWER OF THE LIBERAL ARTS TO EXCELLENCE IN RESEARCH AND SCHOLARSHIP. 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PRIVATE PARTNERS III LP 126 GARRETT STREET SUITE J CHARLOTTESVILLE VA 22902 INVESTMENT FUND 240939 17 4776662 40119545 7925833 44896207 UNDERGRADUATE 611600 133199051 133199051 SCHOOL FOR SOCIAL WORK 611600 5872721 5872721 GRADUATE 611600 3834023 3834023 EXECUTIVE EDUCATION & SUMMER PROGRAMS 611600 3754877 3550396 204481 CAMPUS SCHOOL & CENTER FOR EARLY CHILDHOOD 611600 3767965 3767965 168728 168728 150597365 6671491 246896 -2349128 8773723 66587 66587 0 1988220 1674592 313628 313628 236419 77209 170275359 134439323 35836036 35836036 35836036 0 0 1690595 1619828 70767 86693 -15926 DINING SERVICES 721000 1459953 1459953 DEPARTMENTAL 611600 3088557 3084077 4480 INDIRECTS, ALLOWANCES 611600 584302 584302 1244104 1244104 6376916 244828997 157335328 -2078884 44676346 758038 758038 52531066 52531066 3390116 3390116 0 2524743 193466 2032430 298847 0 83016114 59468913 20110944 3436257 7240107 5274496 1682153 283458 12869716 9100943 3230959 537814 5474392 3935828 1315945 222619 0 440396 440396 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552562580 624169510 321093948 330776900 1422254765 1559502379 1691743756 1833835952 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 5000 false false false 5000 false LOBBYING ACTIVITY PART II-B LINE 1F THE COLLEGE HAS MEMBERSHIPS IN VARIOUS PROFESSIONAL ASSOCIATIONS. THESE ORGANIZATIONS MAY, FROM TIME TO TIME, ENGAGE IN LOBBYING ACTIVITIES ON BEHALF OF THEIR MEMBERS. THIS IS AN ESTIMATE OF THE PORTION OF MEMBERSHIP DUES PAID THAT ARE DEVOTED TO THIS ACTIVITY. 6409291 37531953 X X X X X TEACHING PRIMARY RESEARCH METHODS false false true 1096321963 33393357 177053420 23641970 38342016 1223980 1243560774 1365791923 24313803 -223974126 25755361 42188728 1865548 1096321963 0.29000 0.71000 true false 2609224 4174927 6784151 11607529 447953592 152931316 306629805 11821 106941236 44841638 62111419 14882131 4478553 10403578 385928953 LIMITED PARTNERSHIPS 1200185950 F FUNDS HELD BY OUTSIDE TRUSTEE 28744964 F 1228930914 0 INTEREST RATE SWAPS 17792767 LIFE INCOME OBLIGATIONS 19356160 POST RETIREMENT AND SEPARATION 4471691 FIN 47 OBLIGATION 17517000 59137618 244828997 252259573 -7430576 139827715 6490860 146318575 138887999 330675000 139827715 -55970416 83857299 246817701 1305716 -3294420 -1988704 244828997 191787000 4979245 4979245 186807755 1305716 64146102 65451818 252259573 COLLECTION OF ARTWORK PART III LINE 4 THE SMITH COLLEGE MUSEUM OF ART'S HOLDINGS INCLUDE PAINTINGS, SCULPTURES, WORKS ON PAPER (PRINTS, DRAWINGS, PHOTOGRAPHS, AND BOOKS), ANTIQUITIES, DECORATIVE ARTS, AND EMERGING COLLECTIONS OF NON-WESTERN ART. ITS WORKS-ON-PAPER COLLECTIONS ARE HOUSED IN THE CUNNINGHAM CENTER FOR THE STUDY OF PRINTS, DRAWINGS, AND PHOTOGRAPHS, A STATE-OF-THE-ART STUDY AND STORAGE FACILITY WITHIN THE MUSEUM. SMITH COLLEGE BEGAN COLLECTING ORIGINAL WORKS OF ART IN 1879, ONLY FOUR YEARS AFTER IT ENROLLED ITS FIRST CLASS. INITIALLY, PRESIDENT L. CLARK SEELYE BOUGHT WORKS OF CONTEMPORARY AMERICAN ART, OFTEN DIRECTLY FROM THE ARTISTS THEMSELVES, BELIEVING THAT STUDENTS SHOULD BE FAMILIAR WITH THE ART OF THEIR OWN TIME. AMERICAN ART HAS REMAINED ONE OF THE COLLECTION'S CORE STRENGTHS. BY THE EARLY TWENTIETH CENTURY, ALFRED VANCE CHURCHILL, THE MUSEUM'S FIRST DIRECTOR, HAD EXPANDED THE COLLECTING SPHERE TO INCLUDE EUROPEAN ART. AT THE REQUEST OF THE COLLEGE'S TRUSTEES, CHURCHILL FORMALIZED THE MUSEUM'S COLLECTING GUIDELINES IN 1920. THESE INVOLVED A "CONCENTRATION PLAN" THAT FOCUSED ON THE MODERN ERA, WHICH HE DEFINED AS BEGINNING WITH THE FRENCH REVOLUTION. HIS PLAN EMPHASIZED THE IMPORTANCE OF COLLECTING WORKS OF HIGH QUALITY, WHILE RECOGNIZING THE INSTRUCTIONAL VALUE OF PREPARATORY STUDIES AND UNFINISHED WORKS THAT SHOW AN ARTIST'S WORKING METHOD. GUIDED BY THIS PLAN, THE MUSEUM ASSEMBLED IMPORTANT HOLDINGS OF FRENCH ART OF THE NINETEENTH CENTURY, INCLUDING SUPERB WORKS BY EDGAR DEGAS, JEAN-BAPTISTE-CAMILLE COROT, GUSTAVE COURBET, PAUL CZANNE, CLAUDE MONET AND OTHERS. THE PLAN WAS REVISITED IN THE EARLY 1990S, AND ACQUIRING WORKS BY WOMEN ARTISTS AND ARTISTS OF COLOR BECAME A COLLECTING PRIORITY. IN THE LAST DECADE, THE COLLECTING PLAN HAS SIGNIFICANTLY EXPANDED TO INCLUDE AFRICAN, ISLAMIC, AND, PARTICULARLY, ASIAN ART TO SUPPORT THE COLLEGE'S GLOBAL CURRICULUM. THE NEWEST ACQUISITION TO THE MUSEUM'S COLLECTION INCLUDE MOYRA DAVEY, 16 PHOTOGRAPHS FROM PARIS, GEORGE BELLOWS, PENNSYLVANIA EXCAVATION, AND CAO FEI, THE BIRTH OF RMB CITY. EXHIBITIONS HAVE INCLUDED LUSCIOUS: PAINTINGS BY EMILY EVELETH; TOUCH FIRE: CONTEMPORARY JAPANESE CERAMICS BY WOMEN ARTISTS; FRAMEWORK VI; AND I HEARD A VOICE: THE ART OF LESLEY DILL. THE MUSEUM HOSTS SECOND FRIDAYS, FAMILY EVENTS FOR THOSE WHO ARE 4+, THAT HAS INCLUDED INDOOR SCULPTURE SKETCHING, PARQUETRY PATTERNS BASED ON BAUHAUS GRAPHIC DESIGN, CHINESE WATERCOLORS COLLAGES INSPIRED BY POST MAO DREAMING AND KINETIC SCULPTURES. THE SMITH COLLEGE LIBRARIES ADVANCE TEACHING, LEARNING, RESEARCH, AND DISCOVERY FOR SMITH STUDENTS, FACULTY AND STAFF BY OFFERING COLLECTIONS IN MULTIPLE FORMATS, PROVIDING ACCESS TO INFORMATION WORLDWIDE, AND ESTABLISHING SERVICES AND LEARNING ENVIRONMENTS RESPONSIVE TO USERS' NEEDS. THE LIBRARIES FURTHER SUPPORT WOMEN'S EDUCATION THROUGH AN INTERNATIONALLY RECOGNIZED REPOSITORY OF ARCHIVES AND MANUSCRIPTS DOCUMENTING THE HISTORY OF WOMEN. - WILLIAM ALLEN NEILSON LIBRARY IS THE MAIN LIBRARY WITH STRONG COLLECTIONS IN THE HUMANITIES AND SOCIAL SCIENCES. - ANITA O'K. AND ROBERT R. YOUNG SCIENCE LIBRARY HAS AN EXTENSIVE COLLECTION THAT SUPPORTS RESEARCH IN ASTRONOMY, BIOLOGY,CHEMISTRY, COMPUTER SCIENCE, ENGINEERING, EXERCISE AND SPORTS STUDIES, GEOSCIENCES, HISTORY OF SCIENCE, MATHEMATICS, PHYSICS, AND PSYCHOLOGY. - HILLYER ART LIBRARY IS A SPECIALIZED BRANCH COLLECTION THAT HOUSES MATERIALS ON THE HISTORY, THEORY, CRITICISM, AND PRACTICE OF THE VISUAL ARTS. - WERNER JOSTEN PERFORMING ARTS LIBRARY SUPPORTS THE TEACHING, LEARNING, RESEARCH, AND PERFORMANCE PROGRAMS OF THE MUSIC, THEATRE AND DANCE DEPARTMENTS. - COLLEGE ARCHIVES HOUSES A RICH COLLECTION OF MATERIAL DOCUMENTING THE HISTORY OF SMITH COLLEGE FROM THE 1860S TO THE PRESENT. - MORTIMER RARE BOOK ROOM IS A COLLECTION OF NEARLY 40,000 VOLUMES THAT COVERS THE HISTORY OF PRINTING FROM THE FIFTEENTH CENTURY TO THE TWENTIETH. ALL ASPECTS OF THE BOOK ARTS ARE REPRESENTED. THE COLLECTION IS BEING DIGITIZED, MAKING IT AVAILABLE WITHOUT CHARGE ON THE INTERNET. - SOPHIA SMITH COLLECTION IS AN INTERNATIONALLY RECOGNIZED REPOSITORY OF MANUSCRIPTS, PHOTOGRAPHS, PERIODICALS AND OTHER PRIMARY SOURCES IN WOMEN'S HISTORY. TRUST, ESCROW, AND CUSTODIAL ARRANGEMENT PART IV LINE 2A THE COLLEGE IS FISCAL AGENT FOR THE ALUMNAE ASSOCIATION OF SMITH COLLEGE, SMITH STUDENTS' AID SOCIETY, INC., ASSOCIATED KYOTO PROGRAM, SMITH COLLEGE CLUB OF NEW YORK CITY & PERKINS LOAN PROGRAM. ENDOWMENT FUNDS PART V LINE 4 SMITH'S ENDOWMENT PROVIDES A CRITICAL FUNDING STREAM THAT ALLOWS THE COLLEGE TO PROVIDE FINANCIAL AID TO STUDENTS WITH NEED, SHAPE THE COMPOSITION OF ITS FACULTY TO MEET CURRICULAR OBJECTIVES, MAINTAIN AND EXPAND FACILITIES, DEVELOP NEW INITIATIVES AND PROGRAMS TO RESPOND TO CURRENT SOCIETAL AND INTELLECTUAL CHALLENGES, AND KEEP PACE WITH TECHNOLOGICAL CHANGES INTEGRAL TO TODAY'S TEACHING AND LEARNING. AT SMITH, THE ENDOWMENT HAS GROWN TO PROVIDE APPROXIMATELY 30% OF OPERATING REVENUE BY EMPLOYING A SPENDING RATE APPROACH THAT SEEKS THE LARGEST RESPONSIBLE ANNUAL CONTRIBUTION TO OPERATIONS WHILE PROVIDING ADEQUATE DOWNSIDE PROTECTION AGAINST PERIODS OF DECLINING RETURNS AND WHILE PRESERVING THE PURCHASING POWER OF THE ENDOWMENT TO BENEFIT FUTURE GENERATIONS OF STUDENTS. THE TOP FIVE DESIGNATED USES OF THE ENDOWMENT FOR FY2010 WERE AS FOLLOWS: UNDERGRADUATE GRANT AID (34%), FACULTY COMPENSATION (21%), OPERATION AND MAINTENANCE OF FACILITIES (6%), LIBRARIES (3%), AND FACULTY RESEARCH SUPPORT (3%). OTHER ADJUSTMENTS TO NET ASSETS PART XI LINE 8 ALUMNAE ASSOCIATION $ 1,640,458 LIFE INCOME FUNDS $ 4,850,454 ROUNDING ADJUSTMENT $ <52> TOTAL $ 6,490,860 PART XII LINE 2D ALUMNAE ASSOCIATION $ 3,326,404 LIFE INCOME FUNDS $ 4,850,454 STUDENT GRANTS $<53,828,816> SWAPS $<10,317,286> ROUNDING ADJUSTMENT $ <1,172> TOTAL $<55,970,416> PART XII LINE 4B RENTAL $ <1,674,592> COGS $ <1,619,828> TOTAL $ <3,294,420> PART XIII LINE 2D RENTAL $ 1,674,592 ALUMNAE ASSOCIATION $ 1,685,946 COGS $ 1,619,828 ROUNDING ADJUSTMENT $ <1,120> TOTAL $ 4,979,246 PART XIII LINE 4B STUDENT GRANTS $ 53,828,816 SWAPS $ 10,317,286 TOTAL $ 64,146,102 true true true SEE SCHEDULE O true true true true false false false false false false false false true false SMITH COLLEGE RECEIVED FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCIES FOR THE BENEFIT OF THE COLLEGE'S STUDENTS. true true Central America and the Caribbean 0 0 Program Services College Study Program 12387 East Asia and the Pacific 0 0 Program Services College Study Program 1116320 Europe (Including Iceland and Greenland) 4 8 Program Services College Study Program 6994731 Middle East and North Africa 0 0 Program Services College Study Program 226710 North America 0 0 Program Services College Study Program 242025 Russia and the Newly Independent States 0 0 Program Services College Study Program 99389 South America 0 0 Program Services College Study Program 436433 South Asia 0 0 Program Services College Study Program 61254 Sub-Saharan Africa 0 0 Program Services College Study Program 181295 East Asia and the Pacific 0 0 Fundraising 32020 Europe (Including Iceland and Greenland) 4 8 Fundraising 32775 South Asia 0 0 Fundraising 2514 Central America and the Caribbean 0 0 Grantmaking 8050 East Asia and the Pacific 0 0 Grantmaking 21550 Europe (Including Iceland and Greenland) 4 8 Grantmaking 64864 Middle East and North Africa 0 0 Grantmaking 23150 North America 0 0 Grantmaking 14750 South America 0 0 Grantmaking 3100 South Asia 0 0 Grantmaking 7300 Sub-Saharan Africa 0 0 Grantmaking 4900 Central America and the Caribbean 0 0 Investments Europe (Including Iceland and Greenland) 4 8 Investments 16 32 9585517 FINANCIAL AID East Asia/Pacific 30 502643 OFFSET FEES FINANCIAL AID Europe/Iceland/Greenland 118 2344812 OFFSET FEES FINANCIAL AID Middle East/North Africa 5 64705 OFFSET FEES FINANCIAL AID North America 1 3765 OFFSET FEES FINANCIAL AID Russia 3 63378 OFFSET FEES FINANCIAL AID South America 13 218044 OFFSET FEES FINANCIAL AID South Asia 7 59855 OFFSET FEES FINANCIAL AID Cent. America/Caribbean 14 8050 INTERNSHIPS FINANCIAL AID East Asia/Pacific 8 21550 INTERNSHIPS FINANCIAL AID Europe/Iceland/Greenland 58 64864 INTERNSHIPS FINANCIAL AID Middle East/North Africa 12 23150 INTERNSHIPS FINANCIAL AID South America 3 3100 INTERNSHIPS FINANCIAL AID South Asia 10 7300 INTERNSHIPS FINANCIAL AID Sub-Saharan Africa 5 4900 INTERNSHIPS FOREIGN ACTIVITY PART I LINE III THE COLLEGE ENCOURAGES STUDY ABROAD FOR ALL OF ITS UNDERGRADUATE STUDENTS. THE COLLEGE OPERATES FOUR PROGRAMS IN EUROPE. IN ADDITION, STUDENTS MAY STUDY ELSEWHERE OUTSIDE THE UNITED STATES AT PREAPPROVED LOCATIONS. THE COLLEGE AND ITS EMPLOYEES MAY ENGAGE IN OTHER ACTIVITIES SUCH AS RESEARCH AND FUNDRAISING. FOR STUDY ABROAD, STUDENTS PAY THE COLLEGE ITS COMPREHENSIVE FEE WITH OFFSETTING GRANTS PROVIDED IN ACCORDANCE WITH STANDARD COLLEGE FINANCIAL AID POLICIES AND PROCEDURES. THE COLLEGE PAYS FOREIGN SCHOOLS TO PROVIDE TEACHING AND ACCOMODATIONS. FOREIGN TRAVEL AND OTHER EXPENSES REQUIRED FULL REPORTING UNDER THE COLLEGE'S ACCOUNTABLE PLAN FOR REIMBURSEMENT OF BUSINESS EXPENSES. X X X X X X true MARTS LUNDY INC CONSULTING false 91205 EDUVENTURES INC CONSULTING false 18000 109205 MA true ALUMNAE ASSOCIATION OF SMITH COLLEGE 33 ELM STREET NORTHAMPTON MA 01063 042103649 501(C)(3) 702785 GENERAL SUPPORT WFCR FOUNDATION INC PO BOX 2085 AMHERST MA 01004 046130523 501(C)(3) 25000 GENERAL SUPPORT NORTHAMPTON EDUCATION FOUNDATION PO BOX 44 NORTHAMPTON MA 01061 043157289 501(C)(3) 11500 ENDOWMENT 3 APPLIED TO TUITION/FEES DUE TO COLLEGE 2281 50571615 ACADEMIC INTERNSHIPS 650 1638257 PRIZES 250 120390 OTHER FINANCIAL ASSISTANCE 300 200804 PART I LINE 2 SMITH COLLEGE AWARDS SCHOLARSHIP GRANTS AND LOANS TO STUDENTS WHO ARE ABLE TO DEMONSTRATE FINANCIAL NEED. EACH STUDENT IS REQUIRED TO SUBMIT A PARENT'S CONFIDENTIAL QUESTIONNAIRE WHICH BECOMES THE BASIS OF DETERMINING NEED. GUIDELINES ISSUED BY THE COLLEGE SCHOLARSHIP SERVICE ARE USED IN ASCERTAINING THE FINANCIAL REQUIREMENT OF THE STUDENTS. THE FINANCIAL NEED IS GENERALLY MET THROUGH A COMBINATION OF LOANS AND GRANTS. BOTH ARE CREDITED TO THE STUDENT'S SEMESTER BILL THUS REDUCING THE PAYMENT DUE TO THE COLLEGE. THE COLLEGE ALSO AWARDS A RELATIVELY SMALL NUMBER OF MERIT-BASED GRANTS. THE COLLEGE FUNDS INTERNSHIPS THAT MEET RIGOROUS ACADEMIC CRITERIA. OTHER FINANCIAL ASSISTANCE IS PROVIDED TO MEET EMERGENCY TYPE AID ON A CASE-BY-CASE BASIS. X X X true true X X X X X false false false false false false false false false CAROL T CHRIST 309165 0 0 0 92532 0 30267 0 39234 0 471198 0 0 0 RUTH CONSTANTINE 256977 0 0 0 1089 0 30266 0 13071 0 301403 0 0 0 GEORGIA YUAN 184681 0 0 0 24768 0 26090 0 37050 0 272589 0 0 0 MARILYN SCHUSTER 184511 0 0 0 24182 0 25376 0 6449 0 240518 0 0 0 PATRICIA JACKSON 216579 0 0 0 16991 0 28759 0 7741 0 270070 0 0 0 JOHN SHENETTE 175792 0 5000 0 9529 0 22818 0 32023 0 245162 0 0 0 MAUREEN MAHONEY 172218 0 0 0 13689 0 22395 0 7690 0 215992 0 0 0 LAURIE FENLASON 147945 0 0 0 17560 0 20120 0 18956 0 204581 0 0 0 SUSAN BOURQUE 226524 0 0 0 25734 0 30266 0 7298 0 289822 0 0 0 JOHN DAVIS 187039 0 0 0 20029 0 24856 0 9188 0 241112 0 0 0 JOHN CONNOLLY 177356 0 0 0 25965 0 25229 0 14360 0 242910 0 0 0 ANDREW ZIMBALIST 170522 0 0 0 31664 0 25166 0 23765 0 251117 0 0 0 LINDA JONES 185680 0 0 0 3738 0 22562 0 13708 0 225688 0 0 0 WILLIAM SHEEHAN 81336 0 0 0 22452 0 11833 0 12312 0 127933 0 0 0 COMPENSATION PART I LINE 1A THE COLLEGE PURCHASES AN ANNUITY IN THE AMOUNT OF $41,156 WITH A TAX GROSS-UP OF $30,867 AS PART OF THE PRESIDENTS'S EMPLOYMENT CONTRACT. THE GROSS UP PAYMENT IS TAXABLE AND HAS BEEN INCLUDED IN HER FORM W-2. THE PRESIDENT IS REQUIRED TO LIVE ON-CAMPUS IN THE PRESIDENT'S HOUSE AS A CONDITION OF EMPLOYMENT. A COLLEGE EMPLOYEE PREPARES MEALS AT THE PRESIDENT'S HOUSE FOR THE CONVENIENCE OF THE COLLEGE. A COLLEGE EMPLOYEE FROM ITS FACILITIES MAINTENANCE DEPARTMENT IS ASSIGNED TO THE PRESIDENT'S HOUSE. THE HOME IS MAINTAINED SIMILARLY TO OTHER CAMPUS FACILITIES. IN ADDITION TO CLEANING AND MAINTAINING THE PUBLIC AREAS OF THE RESIDENCE, THE INDIVIDUAL PERFORMS A SMALL AMOUNT OF LIGHT HOUSEKEEPING (INCLUDING DUSTING AND VACUUMING) IN THE PRESIDENT'S PERSONAL QUARTERS. THIS HOUSEKEEPING IS CONSIDERED TO BE OF NO ADDITIONAL COST TO THE INSTITUTION. A COLLEGE CAR AND DRIVER ARE PROVIDED WHEN TRAVELING ON COLLEGE BUSINESS. MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57583RQZ1 2007-07-31 72960000 RENOVATION AND NEW CONSTRUCTION false false MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57583RBT1 2005-07-20 33065000 RENOVATION AND NEW CONSTRUCTION false false 76408987 1380000 454640 74574347 2010 false false true true 36824990 351942 36473048 2008 false false true true false false true true false 0.00610 0.00610 true false false true true false 0.01030 0.01030 true false true true JP MORGAN CHASE 28.5 true DEPFA 3. true false false false false false true SOCIETE GENERALE 3. true false false LAURIE FENLASON PURCHASE OF 1ST HOME X 48000 20876 false true true LAURIE FENLASON ASSIST W/ COMP PURCH X 1075 680 false true false LINDA JONES PURCHASE OF 1ST HOME X 75000 69346 false true true LINDA JONES ASSIST W/ RELOCATION X 37500 23409 false true false GEORGIA YUAN PURCHASE OF 1ST HOME X 50000 47 false true true JOHN CONNOLLY CHANGE IN PAY CYCLE X 3486 3486 false true false LINDA JONES CHANGE IN PAY CYCLE X 3173 3173 false true false ANDREW ZIMBALIST CHANGE IN PAY CYCLE X 3346 3346 false true false LAURIE FENLASON ACCOUNTS RECEIVABLE X 76 76 false true true PATRICIA JACKSON ACCOUNTS RECEIVABLE X 23 23 false true true LINDA JONES ACCOUNTS RECEIVABLE X 15 15 false true true MARILYN SCHUSTER ACCOUNTS RECEIVABLE X 29 29 false true true ANDREW ZIMBALIST ACCOUNTS RECEIVABLE X 51 51 false true true 124557 X 41 6409291 APPRAISAL/DONOR EST X 301808 APPRAISAL/DONOR EST X 298 987074 AVERAGE DAILY VALUE X 1 192560 STATEMENT OF ACCOUNT X MISCELLANEOUS 6 35100 APPRAISAL/DONOR EST X ARCHIVAL RECORD 130 0 INDETERMINABLE VALUE X ARCHIVAL RECORD 24 0 INDETERMINABLE VALUE 26 false true false ARCHIVAL RECORD PART I LINE 26 THE COLLEGE ARCHIVES HISTORICALLY VALUABLE RECORDS OF THE INSTITUTION AND THE PERSONAL PAPERS OF SELECTED ADMINISTRATORS, FACULTY, STAFF, STUDENTS AND ALUMNAE. HISTORICAL VALUE ONLY. NO REVENUE RECOGNIZED. ARCHIVAL RECORD PART I LINE 27 THE SOPHIA SMITH COLLECTION AT SMITH COLLEGE IS AN INTERNATIONALLY RECOGNIZED REPOSITORY OF MANUSCRIPTS, ARCHIVES, PERIODICALS AND OTHER PRIMARY SOURCES IN WOMEN'S HISTORY. THE COLLECTIONS CONSIST OF APPROXIMATELY 585 COLLECTIONS DOCUMENTING THE HISTORICAL EXPERIENCE OF WOMEN IN THE UNITED STATES AND ABROAD FROM THE COLONIAL PERIOD TO THE PRESENT. SUBJECT STRENGTHS INCLUDE BIRTH CONTROL AND REPRODUCTIVE RIGHTS, WOMEN'S RIGHTS, SUFFRAGE, THE CONTEMPORARY WOMEN'S MOVEMENT ACROSS RACE, CLASS, AND SEXUAL ORIENTATION, US WOMEN WORKING ABROAD, THE ARTS (ESPECIALLY THEATRE), THE PROFESSIONS (ESPECIALLY JOURNALISM AND SOCIAl WORK), AND MIDDLE CLASS FAMILY LIFE IN 19th- AND 20th- CENTURY NEW ENGLAND. HISTORICAL VALUE ONLY. NO REVENUE RECOGNIZED. ORGANIZATION'S MISSION AND VALUES FORM 990, PART III, LINE 1 *MISSION* SMITH COLLEGE EDUCATES WOMEN OF PROMISE FOR LIVES OF DISTINCTION. A COLLEGE OF AND FOR THE WORLD, SMITH LINKS THE POWER OF THE LIBERAL ARTS TO EXCELLENCE IN RESEARCH AND SCHOLARSHIP, DEVELOPING LEADERS FOR SOCIETY'S CHALLENGES. *VALUES* SMITH IS A COMMUNITY DEDICATED TO LEARNING, TEACHING, SCHOLARSHIP, DISCOVERY, CREATIVITY AND CRITICAL THOUGHT. SMITH IS COMMITTED TO ACCESS AND DIVERSITY, RECRUITING AND SUPPORTING TALENTED, AMBITIOUS WOMEN OF ALL BACKGROUNDS. SMITH EDUCATES WOMEN TO UNDERSTAND THE COMPLEXITY OF HUMAN HISTORY AND THE VARIETY OF THE WORLD'S CULTURES THROUGH ENGAGEMENT WITH SOCIAL, POLITICAL, AESTHETIC AND SCIENTIFIC ISSUES. SMITH PREPARES WOMEN TO FULFILL THEIR RESPONSIBILITIES TO THE LOCAL, NATIONAL AND GLOBAL COMMUNITIES IN WHICH THEY LIVE AND TO STEWARD THE RESOURCES THAT SUSTAIN THEM. PROGRAM SERVICE ACCOMPLISHMENT #1 FORM 990, PART III, LINE 4A UNDERGRADUATE EDUCATIONAL PROGRAM SERVING ~2,600 UNDERGRADUATES IN NORTHAMPTON AND 250 STUDYING ELSEWHERE. SMITH COLLEGE OFFERS 1,000 COURSES IN MORE THAN 50 AREAS OF STUDY. EACH YEAR, NEARLY HALF OF SMITH COLLEGE JUNIORS STUDY ABROAD. SMITH'S PROGRAMS IN FLORENCE, GENEVA, HAMBURG AND PARIS COMBINE RIGOROUS ACADEMICS WITH THE EXPERIENCE OF LIVING IN ANOTHER COUNTRY AND DISCOVERING A NEW CULTURE. FOR EXTRACURRICULAR ACTIVITIES, THE COLLEGE HAS MORE THAN 100 CHARTERED STUDENT ORGANIZATIONS WITH A RANGE OF SERVICES AND ACTIVITIES, 14 VARSITY SPORTS AND EXTENSIVE INTRAMURAL AND CLUB SPORTS PROGRAMS. THE CAMPUS SCHOOL (K TO 6) AND THE CENTER FOR EARLY CHILDHOOD EDUCATION SERVE AS LABORATORIES FOR THE DEPARTMENT OF EDUCATION & CHILD STUDY. PROGRAM SERVICE ACCOMPLISHMENT #2 FORM 990, PART III, LINE 4B THE SCHOOL FOR SOCIAL WORK OFFERS A MASTER OF SOCIAL WORK (MSW) DEGREE, WHICH FOCUSES ON CLINICAL SOCIAL WORK AND EMPHASIZES DIRECT FIELD WORK PRACTICE. THE PROGRAM STRESSES THE INTEGRATION OF CLINICAL THEORY AND PRACTICE WITH AN UNDERSTANDING OF THE SOCIAL CONTEXTS IN WHICH PEOPLE LIVE. IT ALSO EMPHASIZES AN UNDERSTANDING OF THE SOCIAL POLICIES AND ORGANIZATIONAL STRUCTURE THAT INFLUENCE OUR SERVICE DELIVERY SYSTEM. IN ADDITION, THE SCHOOL OFFERS A PH.D. PROGRAM DESIGNED TO PREPARE MSW degree holders FOR LEADERSHIP POSITIONS IN CLINICAL RESEARCH, EDUCATION AND PRACTICE. IT ALSO HAS EXTENSIVE POSTGRADUATE OFFERINGS THROUGH ITS CONTINUING EDUCATION PROGRAM. PROGRAM SERVICE ACCOMPLISHMENT #3 FORM 990, PART III, LINE 4C GRADUATE EDUCATIONAL PROGRAM OFFERS MEN AND WOMEN GRADUATE WORK LEADING TO THE DEGREES OF MASTER OF ARTS IN TEACHING (ELEMENTARY, MIDDLE OR HIGH SCHOOL), MASTER OF FINE ARTS, MASTER OF EDUCATION OF THE DEAF, MASTER OF SCIENCE IN BIOLOGICAL SCIENCES, AND MASTER OF SCIENCE IN EXERCISE AND SPORT STUDIES. IN SPECIAL ONE-YEAR PROGRAMS, INTERNATIONAL STUDENTS MAY QUALIFY FOR A CERTIFICATE OF GRADUATE STUDIES OR A DIPLOMA IN AMERICAN STUDIES. EACH YEAR ~ 100 MEN AND WOMEN PURSUE SUCH ADVANCED WORK. INDIVIDUALS MAY ALSO ENROLL AS NON-DEGREE STUDENTS BY REGISTERING FOR ONE OR MORE COURSES. MOST GRADUATE COURSES ARE PLANNED FOR GRADUATE STUDENTS WHO ARE DEGREE CANDIDATES. OTHER PROGRAM SERVICE ACCOMPLISHMENT FORM 990, PART III, LINE 4D PROGRAM SERVICE EXPENSES: 14,549,360 GRANTS AND ALLOCATIONS: 1,044,659 REVENUE: 12,513,278 PROFESSIONAL DEVELOPMENT AND SUMMER PROGRAMS: OUTREACH PROGRAMS EXTEND SMITH COLLEGE'S ACADEMIC AND CULTURAL RESOURCES TO THE BROADER COMMUNITY, BOTH LOCALLY AND NATIONALLY. THE COLLEGE OFFERS PROGRAMS FOR CHILDREN & THEIR FAMILIES, FROM PRE-SCHOOL THROUGH HIGH SCHOOL, AS WELL AS FOR EDUCATORS. SOME PROGRAMS HIGHLIGHT SMITH'S LEADERSHIP IN SCIENCE AND ENGINEERING EDUCATION. OTHERS REFLECT THE COLLEGE'S COMMITMENT TO CREATING OPPORTUNITIES FOR GIRLS AND YOUNG WOMEN. STILL OTHERS UTILIZE ITS WORLD-CLASS MUSEUM AND GARDENS, AS WELL AS OTHER RENOWNED CAMPUS RESOURCES. PROGRAM SERVICE EXPENSES: 1,548,423 GRANTS AND ALLOCATIONS: 0 REVENUE: 1,916,255 SMITH EXECUTIVE EDUCATION FOR WOMEN IS DESIGNED TO GROW WOMEN LEADERS. PARTICIPANTS IN SMITH'S EXECUTIVE PROGRAM BENEFIT FROM COURSES, SEMINARS & DISCUSSIONS THAT ARE CUSTOM-DESIGNED TO MEET THE NEEDS OF SPONSORING CORPORATIONS AND THE NEEDS OF INDIVIDUAL ATTENDEES. WORLD-CLASS FACULTY FROM MANY OF THE WORLD'S LEADING BUSINESS SCHOOLS AND CORPORATIONS ARE HAND-PICKED EACH YEAR TO TEACH IN SMITH'S EXECUTIVE EDUCATION PROGRAM, BASED ON CLASS MAKE-UP AND IDENTIFIED LEARNING OBJECTIVES. PARTICIPATION IN ANY SMITH EXECUTIVE EDUCATION PROGRAM GIVES PARTICIPANTS THE CHANCE TO NETWORK WITH THEIR PEERS FROM MANY OTHER COMPANIES, TO LEARN ABOUT OTHER INDUSTRIES, AND TO FORGE PROFESSIONAL RELATIONSHIPS AND FRIENDSHIPS WITH OTHER WOMEN PROFESSIONALS. FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11A SMITH COLLEGE'S DRAFT FORM 990 WAS REVIEWED BY MEMBERS OF THE TRUSTEES OF SMITH COLLEGE, THE ACCOUNTING STAFF, MANAGEMENT, THE BOARD OF TRUSTEES' AUDIT COMMITTEE, AND THE COLLEGE'S PAID TAX PROFESSIONALS. AN ELECTRONIC COPY OF THE FINAL RETURN WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING. CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES AND OFFICERS ARE FIDUCIARIES OF THE COLLEGE AND ARE EXPECTED TO AVOID CONFLICTS AND THE APPEARANCE OF CONFLICTS BETWEEN THEIR PERSONAL INTERESTS, THE INTERESTS OF THE COLLEGE AND EACH OTHER. A) TRUSTEES OR OFFICERS WHO BELIEVE THAT THEY OR ANY MEMBER OF THEIR FAMILY MAY HAVE A CONFLICT OF INTEREST OR MAY APPEAR TO HAVE A CONFLICT OF INTEREST WITH RESPECT TO ANY PARTICULAR TRANSACTION PROMPTLY AND FULLY DISCLOSE THE CONFLICT TO THE PRESIDENT AND THE CHAIR OF THE BOARD OF TRUSTEES WHO TAKE APPROPRIATE ACTION. B)EACH TRUSTEE AND OFFICER FILES A FINANCIAL DISCLOSURE STATEMENT DETAILING CORPORATE AND OTHER OWNERSHIP INTERESTS AND BOARD MEMBERSHIPS BY THE TRUSTEE OR OFFICER AND HER OR HIS FAMILY MEMBERS AT LEAST ANNUALLY WITH THE SECRETARY OF THE BOARD. TRUSTEES AND OFFICERS HAVE AN AFFIRMATIVE OBLIGATION TO UPDATE THE FINANCIAL DISCLOSURE STATEMENTS AS THEY BECOME AWARE OF CHANGES IN THEIR FINANCIAL SITUATION. C) GENERAL TREATMENT OF DISCLOSURES: 1) ALL DISCLOSURES ARE MADE KNOWN TO THE MEMBERS OF THE EXECUTIVE COMMITTEE WHICH DETERMINE WHAT ACTION, IF ANY, TO TAKE AND WHETHER FURTHER DISCLOSURE TO OTHER MEMBERS OF THE BOARD IS REQUIRED. 2) ALL INFORMATION CONCERNING ACTUAL OR POTENTIAL CONFLICTS OF INTEREST IS MAINTAINED BY THE SECRETARY OF THE COLLEGE AND DISCLOSED ONLY TO THE MEMBERS OF THE EXECUTIVE COMMITTEE AND, IF NECESSARY, MEMBERS OF THE AUDIT COMMITTEE AND CONSULTANTS INVOLVED IN THE COLLEGE'S AUDITING PROCESS. IN ADDITION, MEMBERS OF THE PRESIDENT'S SENIOR ADMINISTRATIVE TEAM RECEIVE INFORMATION ABOUT DISCLOSURES ON A NEED TO KNOW BASIS. 3) THE SECRETARY OF THE BOARD ANNUALLY, AND AT OTHER TIMES ON REQUEST FROM ANY MEMBER OF THE BOARD, MAKES AVAILABLE TO THE MEMBERS OF THE BOARD COPIES OF THE CONFLICT OF INTEREST POLICY AND FORMS FOR DISCLOSING CONFLICTS. 4) EACH TRUSTEE AND OFFICER COMPLETES AND FILES ANNUALLY, OR MORE OFTEN AS DETERMINED BY THE EXECUTIVE COMMITTEE, A CONFLICT OF INTEREST DISCLOSURE STATEMENT WITH THE SECRETARY OF THE BOARD OF TRUSTEES. 5) THE TRUSTEE OR OFFICER HAVING SUCH CONFLICT DOES NOT VOTE AND DOES NOT PARTICIPATE OR USE ANY PERSONAL INFLUENCE IN THE DISCUSSION OF THE SUBJECT OR MAKE ANY RECOMMENDATIONS REGARDING THE SUBJECT. COMPENSATION POLICY FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR DUE DILIGENCE OF EXECUTIVE AND EMPLOYEE COMPENSATION TO ASSURE THAT ALL ASPECTS COMPLY WITH IRS REQUIREMENTS FOR NON-PROFIT COMPENSATION. THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION PACKAGE FOR THE PRESIDENT ANNUALLY, CONSIDERING COMPARISON INFORMATION AS WELL AS THE LEVEL OF SALARY INCREASES PROPOSED FOR FACULTY AND ADMINISTRATIVE STAFF. THE COMMITTEE OBTAINS AND RELIES ON THE FOLLOWING WRITTEN MATERIALS, PROVIDED IN ADVANCE OF THE MEETING: (1) HISTORICAL COMPENSATION FOR THE PRESIDENT, (2) YEARS OF SERVICE IN POSITION, AND (3) A MARKET STUDY OF COMPENSATION, BASED ON COMPARABLE DATA FROM 19 SELECTIVE LIBERAL ARTS COLLEGES. AFTER DISCUSSION, THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION FOR THE PRESIDENT. THE EXECUTIVE COMMITTEE AND THE PRESIDENT MEET TO DETERMINE THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES USING THE SAME CRITERIA. PUBLIC DISCLOSURE FORM 990, PART VI, SECTION C, LINE 19 THE COLLEGE'S FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE AT WWW.SMITH.EDU. THE COLLEGE'S FORM 990, FORM PC AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE AT WWW.MASS.GOV/AGO. THE COLLEGE WILL PROVIDE PAPER COPIES OF THE COLLEGE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORMS 990 AND 990-T UPON REQUEST. NONDISCRIMINATORY POLICY SCHEDULE E, LINE 3 DUE TO ITS NATIONAL AND INTERNATIONAL AUDIENCES FOR STUDENTS AND EMPLOYEES, SMITH COLLEGE INCLUDES ITS NOTICE OF NONDISCRIMINATION IN ALL MARKETING MATERIALS AND ON THE WEB. SMITH COLLEGE IS COMMITTED TO MAINTAINING A DIVERSE COMMUNITY IN AN ATMOSPHERE OF MUTUAL RESPECT AND APPRECIATION OF DIFFERENCES. SMITH COLLEGE DOES NOT DISCRIMINATE IN ITS EDUCATIONAL AND EMPLOYMENT POLICIES ON THE BASES OF RACE, COLOR, CREED, RELIGION, ETHNIC, OR NATIONAL ORIGIN, SEX, SEXUAL ORIENTATION, AGE, OR WITH REGARD TO THE BASES OUTLINED IN THE VRA AND ADA. SMITH'S ADMISSION POLICIES AND PRACTICES ARE GUIDED BY THE SAME PRINCIPLES CONCERNING WOMEN APPLYING TO THE UNDERGRADUATE PROGRAM AND ALL APPLICANTS TO THE GRADUATE PROGRAM. SMITH COLLEGE RECEIVED FINANCIAL AID OR ASSISTANCE FROM GOVERNMENT AGENCIES FOR THE BENEFIT OF THE COLLEGE'S STUDENTS. LOANS TO EMPLOYEES SCHEDULE L, PART II THE COLLEGE HAS A POLICY, AVAILABLE TO FACULTY AND SENIOR ADMINISTRATORS, OF MAKING A SECOND MORTGAGE LOAN TO ASSIST IN THE PURCHASE OF A NEW HOME IN THE AREA. EMPLOYEES ARE ELIGIBLE FOR A COLLEGE-PROVIDED LOAN TO PURCHASE A COMPUTER. DURING THE FISCAL YEAR ENDED JUNE 30, 2007, A TRANSITIONAL LOAN WAS AVAILABLE TO ALL REGULAR MONTHLY EMPLOYEES TO ASSIST IN THE TRANSITION FROM MONTHLY PAY PERIODS TO BI-WEEKLY PAY PERIODS. THE LOANS WILL BE REPAID BY JUNE 30, 2015. STATE REGISTRATION SCHEDULE E, PART I, LINE 3 THE TRUSTEES OF SMITH COLLEGE IS ORGANIZED AND OPERATES IN MASSACHUSETTS AND MAKES ALL APPROPRIATE FILINGS IN MASSACHUSETTS. IT MAINTAINS CONTACT WITH ALUMNAE AND FRIENDS IN EVERY STATE. 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