UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC (EIN 54-2084125)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-20
- IRS object ID
- 202621109349300532
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-20T09:51:43-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042713795 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYERS BROTHERS KALICKA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 WHITNEY AVE SUITE 800 | AddressLine1Txt |
| City | HOLYOKE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542084125 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MASSACHUSETTS AMHERST | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 8004568627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 HICKS WAY | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW LITTLEFIELD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4135770259 | PhoneNum |
| Signature | 2026-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUDY M D'AGOSTINO | PreparerPersonNm |
| PTIN | P00962620 | PTIN |
| Phone | 4135368510 | PhoneNum |
| Preparation | 2026-04-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ARWEN DUFFY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 HICKS WAY | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,582,393 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UMA-FOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE UMASS AMHERST FOUNDATION SUPPORTS AND PROMOTES UMASS AMHERST'S EDUCATIONAL, RESEARCH, AND OUTREACH MISSIONS BY BUILDING AND STRENGTHENING RELATIONSHIPS WITH THE UNIVERSITY'S ALUMNI, DONORS, AND FRIENDS. THROUGH THE POWER OF PHILANTHROPY AND BROAD ENGAGEMENT, THE UMASS AMHERST FOUNDATION HELPS THE UNIVERSITY ADVANCE ITS COMMITMENT TO SERVING THE COMMON GOOD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 156 | TotalEmployeeCnt |
| Total Volunteers | 1200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,649,823 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,302,843 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,281,421 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,087,721 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,092 | PYInvestmentIncomeAmt |
| CY Investment Income | -$5,749 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,082,501 | PYOtherRevenueAmt |
| CY Other Revenue | -$586,298 | CYOtherRevenueAmt |
| PY Total Revenue | $31,855,835 | PYTotalRevenueAmt |
| CY Total Revenue | $37,798,517 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,741,782 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,191,583 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,793,443 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,016,660 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $158,553 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $173,980 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $13,656,128 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,157,287 | PYOtherExpensesAmt |
| CY Other Expenses | $5,430,505 | CYOtherExpensesAmt |
| PY Total Expenses | $31,851,065 | PYTotalExpensesAmt |
| CY Total Expenses | $37,812,728 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,770 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$14,211 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,318,409 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,172,201 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,318,409 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,172,201 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $0 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $0 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION LEADS AND SUPPORTS PRIVATE FUND RAISING ON BEHALF OF THE FACULTY, STAFF AND STUDENTS OF THE AMHERST CAMPUS. ITS VOLUNTEER BOARD OF DIRECTORS PROVIDES LEADERSHIP FOR THE DEVELOPMENT OF PHILANTHROPIC INVESTMENT IN SUPPORT OF THE RESEARCH, TEACHING AND OUTREACH OF UMASS AMHERST. THE FOUNDATION WORKS CLOSELY WITH CAMPUS LEADERSHIP TO IDENTIFY OPPORTUNITIES FOR PRIVATE SUPPORT AND TO ENHANCE UMASS AMHERST'S EFFECTIVENESS IN COMMUNICATING ITS REMARKABLE STRENGTH AND OPPORTUNITIES TO ITS MANY CONSTITUENCIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,452,192 | ExpenseAmt |
| Grant | $12,191,583 | GrantAmt |
| Revenue | $25,087,721 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDED ON-GOING FUNDRAISING FOR THE UNIVERSITY OF MASSACHUSETTS AMHERST. | Desc |
| Total Program Service Expenses | $15,452,192 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 49 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 156 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEVERINE BELTRAMO | PersonNm |
| Phone | 4138351953 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 HICKS WAY | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01003 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| THOMAS F ACKERMAN | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAREN P ARNSTEIN | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DOUGLAS A BERTHIAUME | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES R BUONOMO | |||||||||
| DIRECTOR; VICE CHAIR AS OF 2/7/25 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| MICHELLE A CARDINAL | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL J CARNEY | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MADHURA V CHACKO | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER F COLEMAN | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DENISE M COLL | |||||||||
| VICE CHAIR THRU 1/1/25 THEN CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ROBERT L EPSTEIN | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL E FEDER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT S FELDMAN | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID G FUBINI | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BENJAMIN J GALLACHER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HAOHAO GUO | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE K HERTZ | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN M PETERS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH A HUSTED | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAMELA M JACOBS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER LITSTER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL MANGANARO | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| NICHOLAS C MARKEY | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES S PALERMO | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY J ROSEN | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES H SHERWOOD | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN N SPINNEY | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER G TROVATO | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICK J VEALE | |||||||||
| DIRECTOR (END 6/20/25) | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL J WEIR | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES R JULIAN | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW P MANGELS | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $366,802 | $78,122 | 39.00 | |||
| PATRICIA A PARCELLIN | |||||||||
| CHAIR THRU 1/1/25 THEN DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| SHAUN P FITZGERALD | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTINE G SAVAGE | |||||||||
| SECRETARY/CLERK | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| MATTHEW O LITTLEFIELD | |||||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JAMES G HUNT | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN F KENNEDY | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $393,069 | $157,517 | 39.00 | |||
| JAVIER A REYES | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $699,306 | $209,962 | 39.00 | |||
| FOUAD ABD-EL-KHALICK | |||||||||
| EX-OFFICIO DIRECTOR | 1.00 | Yes (X) | $0 | $275,918 | $76,369 | 39.00 | |||
| ARWEN S DUFFY | |||||||||
| PRESIDENT | 40.00 | $489,058 | $0 | $82,048 | Yes (X) | ||||
| SEVERINE BELTRAMO | |||||||||
| ASST VP, FINANCE & ADMIN | 40.00 | $158,831 | $0 | $14,421 | Yes (X) | ||||
| KIMBERLY DUMPSON | |||||||||
| VICE PRESIDENT, ADVANCEMENT | 40.00 | $308,799 | $0 | $71,528 | Yes (X) | ||||
| MATTHEW CARLYON | |||||||||
| VICE PRESIDENT, DEVELOPMENT | 40.00 | $295,525 | $0 | $53,926 | Yes (X) | ||||
| DAVID BIANCAMANO | |||||||||
| ASSISTANT V.P., DEVELOPMENT | 40.00 | $225,608 | $0 | $48,317 | Yes (X) | ||||
| BANDITH VORASANE | |||||||||
| ASSOCIATE V.P. MARKETING & COMMUNICATIONS | 40.00 | $206,663 | $0 | $29,806 | Yes (X) | ||||
| MOHAMMED DASSER | |||||||||
| VICE PRESIDENT, ADVANCEMENT SERVICES | 40.00 | $228,593 | $0 | $43,500 | Yes (X) | ||||
| KRISTINE ELISON | |||||||||
| SR. EXEC. DIR., DEVELOPMENT (ISENBERG SCHOOL OF MA | 40.00 | $193,853 | $0 | $41,475 | Yes (X) | ||||
| CAROLYN CROWLEY | |||||||||
| ASSISTANT V.P., PEOPLE & CULTURE | 40.00 | $192,117 | $0 | $44,259 | Yes (X) | ||||
| DIANE BARSTOW | |||||||||
| SR. EXEC. DIR., DEVELOPMENT (COLLEGE OF NATURAL SC | 40.00 | $187,831 | $0 | $20,772 | Yes (X) | ||||
| DAVID GRAFFUM | |||||||||
| ASSOCIATE V.P., INFO SYSTEM & CIO | 40.00 | $179,914 | $0 | $35,047 | Yes (X) | ||||
| NATHAN ADAMS | |||||||||
| ASSISTANT V.P., ADVANCEMENT | 40.00 | $176,582 | $0 | $42,934 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,843,374 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,735,095 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,050,003 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 50 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| YES& HOLDINGS LLC | |||||
| 1700 DIAGONAL RD STE 700 | ALEXANDRIA | VA | 22314 | MEDIA | $335,625 |
| ROBERT HALF | |||||
| 1700 W PARK DR 305 | WESTBOROUGH | MA | 01581 | PROF. STAFFING SERVICES | $298,554 |
| PLUS DELTA PARTNERS | |||||
| 6965 EL CAMINO REAL | CARLSBAD | CA | 92009 | CONSULTING/TRAINING | $248,310 |
| DS GRAPHICS UNIVERSAL WILDE | |||||
| 120 STEDMAN ST | LOWELL | MA | 01851 | PRINTING FULFILLMENT | $205,809 |
| THE STELTER COMPANY | |||||
| 10435 NEW YORK AVE | URBANDALE | IA | 50322 | PROF. FUNDRAISING | $196,731 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $104,757 | FundraisingAmt |
| All Other Contributions | $13,198,086 | AllOtherContributionsAmt |
| Noncash Contributions | $588,325 | NoncashContributionsAmt |
| Total Contributions | $13,302,843 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT-UMASS AMHERST | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $25,087,721 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,087,721 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,087,721 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $993 | TotalRevenueColumnAmt |
| Exclusion | $993 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,113,929 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,120,671 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$6,742 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,742 | TotalRevenueColumnAmt |
| Exclusion | -$6,742 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $63,449 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $104,757 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $663,205 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$599,756 | TotalRevenueColumnAmt |
| Exclusion | -$599,756 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CREDIT CARD REBATE | 900099 | $12,521 | $12,521 |
| MISCELLANEOUS | 900099 | $937 | $937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,458 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,798,517 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,087,721 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$592,047 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,191,583 | TotalAmt |
| Program Services | $12,191,583 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,040,003 | TotalAmt |
| Program Services | $236,479 | ProgramServicesAmt |
| Management And General | $625,372 | ManagementAndGeneralAmt |
| Fundraising | $1,178,152 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,679,488 | TotalAmt |
| Program Services | $1,776,221 | ProgramServicesAmt |
| Management And General | $3,924,545 | ManagementAndGeneralAmt |
| Fundraising | $7,978,722 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,305,590 | TotalAmt |
| Program Services | $172,547 | ProgramServicesAmt |
| Management And General | $364,951 | ManagementAndGeneralAmt |
| Fundraising | $768,092 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,774,111 | TotalAmt |
| Program Services | $209,346 | ProgramServicesAmt |
| Management And General | $702,198 | ManagementAndGeneralAmt |
| Fundraising | $862,567 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,217,468 | TotalAmt |
| Program Services | $161,439 | ProgramServicesAmt |
| Management And General | $343,665 | ManagementAndGeneralAmt |
| Fundraising | $712,364 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,663 | TotalAmt |
| Management And General | $17,663 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,700 | TotalAmt |
| Management And General | $40,700 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,980 | TotalAmt |
| Fundraising | $173,980 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,181,475 | TotalAmt |
| Program Services | $407,766 | ProgramServicesAmt |
| Management And General | $773,709 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,224 | TotalAmt |
| Program Services | $52,354 | ProgramServicesAmt |
| Management And General | $8,089 | ManagementAndGeneralAmt |
| Fundraising | $284,781 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $503,520 | TotalAmt |
| Program Services | $50,042 | ProgramServicesAmt |
| Management And General | $139,398 | ManagementAndGeneralAmt |
| Fundraising | $314,080 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $913,593 | TotalAmt |
| Program Services | $15,605 | ProgramServicesAmt |
| Management And General | $686,007 | ManagementAndGeneralAmt |
| Fundraising | $211,981 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,434 | TotalAmt |
| Program Services | $654 | ProgramServicesAmt |
| Management And General | $3,980 | ManagementAndGeneralAmt |
| Fundraising | $800 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $643,052 | TotalAmt |
| Program Services | $32,167 | ProgramServicesAmt |
| Management And General | $141,280 | ManagementAndGeneralAmt |
| Fundraising | $469,605 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,985 | TotalAmt |
| Management And General | $173,700 | ManagementAndGeneralAmt |
| Fundraising | $285 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,837 | TotalAmt |
| Management And General | $99,260 | ManagementAndGeneralAmt |
| Fundraising | $1,577 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| HOSPITALITY | $625,721 | $71,785 | $59,266 | $494,670 |
| TRAINING & TUITION | $398,935 | $5,576 | $373,527 | $19,832 |
| TEMPORARY LABOR | $326,721 | $68,608 | $83,719 | $174,394 |
| BANK FEES | $110,042 | $20 | $108,203 | $1,819 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,603 | TotalAmt |
| Management And General | $35,176 | ManagementAndGeneralAmt |
| Fundraising | $8,427 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,812,728 | TotalAmt |
| Program Services | $15,452,192 | ProgramServicesAmt |
| Management And General | $8,704,408 | ManagementAndGeneralAmt |
| Fundraising | $13,656,128 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,789,013 | BOYAmt |
| EOY | $3,100,860 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,671,014 | BOYAmt |
| EOY | $6,650,730 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,355 | BOYAmt |
| EOY | $5,273 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,362 | BOYAmt |
| EOY | $415,249 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,665 | BOYAmt |
| EOY | $89 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,318,409 | BOYAmt |
| EOY | $10,172,201 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,666,005 | BOYAmt |
| EOY | $2,456,197 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,370 | BOYAmt |
| EOY | $94,279 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,615,034 | BOYAmt |
| EOY | $7,621,725 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,318,409 | BOYAmt |
| EOY | $10,172,201 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,318,409 | BOYAmt |
| EOY | $10,172,201 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$14,211 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $14,211 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $988,121 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,649,823 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,302,843 | CurrentTaxYearAmt |
| Total | $27,940,787 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,059,329 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $173,412 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $173,412 | CurrentTaxYearAmt |
| Total | $1,406,153 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,047,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,823,235 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,476,255 | CurrentTaxYearAmt |
| Total | $29,346,940 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,141,319 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,205,621 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $871 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $993 | CurrentTaxYearAmt |
| Total | $1,864 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,348,804 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $60,015,598 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64940 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO UMASS AMHERST | $7,467,948 |
| DUE TO UMASS FOUNDATION | $153,777 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,621,725 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $38,649,345 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $14,211 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $173,412 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $663,205 | OtherRevenueAmt |
| Revenue Not Reported | $850,828 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,798,517 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $37,798,517 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $38,649,345 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $173,412 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $663,205 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $836,617 | ExpensesNotReportedAmt |
| Expenses Subtotal | $37,812,728 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $37,812,728 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | A TAX POSITION IS DEEMED TO INCLUDE SUCH THINGS AS THE FOUNDATION'S TAX-EXEMPT STATUS. MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR ALL YEARS ENDED ON OR AFTER JUNE 30, 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RECLASSIFY FUNDRAISING EXPENSES AGAINST REVENUE IN PART VIII OF FORM 990 |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES |
| PART III, LINE 1A: | COLLECTIONS: THE FOUNDATION RECEIVED A COLLECTION OF FINE ART FROM THE UNIVERSITY OF MASSACHUSETTS AMHERST DURING THE YEAR ENDED JUNE 30, 2009. ACQUISITIONS AND DEACCESSIONS OF COLLECTION ITEMS ARE GOVERNED BY THE COLLECTION POLICY OF THE UNIVERSITY OF MASSACHUSETTS AMHERST. COLLECTION ITEMS ARE ACQUIRED BY MEANS OF TRANSFERS FROM THE UNIVERSITY OF MASSACHUSETTS AMHERST, GIFTS, BEQUESTS, PURCHASES, EXCHANGES, OR OTHER TRANSACTIONS, BY WHICH TITLE PASSES TO THE FOUNDATION. CONSISTENT WITH THE UNIVERSITY'S CAPITALIZATION POLICY GUIDELINES, COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASES, DONATIONS, OR OTHER MEANS ARE NOT CAPITALIZED. PROCEEDS FROM DEACCESSION OR INSURANCE RECOVERIES ARE REFLECTED AS INCOME BASED ON THE ABSENCE OR EXISTENCE AND NATURE OF DONOR-IMPOSED RESTRICTIONS. |
| PART III, LINE 4: | THE UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION HOLDS A COLLECTION OF 154 PHOTOGRAPHIC ARTWORKS FROM THE ANDY WARHOL FOUNDATION ON BEHALF OF THE UNIVERSITY OF MASSACHUSETTS AMHERST. THE ARTWORK IS ON DISPLAY AT THE UNIVERSITY GALLERY FOR VIEWING BY STUDENTS AND THE GENERAL PUBLIC. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STELTER COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10435 NEW YORK AVENUE | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50322 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PROFESSIONAL FUNDRAISER | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $173,980 | RetainedByContractorAmt |
| Net To Organization | -$173,980 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $173,980 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$173,980 | TotalNetToOrganizationAmt |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FAC GALA | Event1Nm |
| Gross Receipts Event1 | $66,770 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $37,425 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $29,345 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $140 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $29,242 | OtherDirectExpensesEvent1Amt |
| Event2 | SENIOR TOAST | Event2Nm |
| Gross Receipts Event2 | $6,970 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $6,970 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $70 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,199 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 13 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $94,466 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $67,332 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $27,134 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $28,274 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $207,214 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $3,240 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $393,825 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $168,206 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $104,757 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $63,449 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $28,274 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $207,424 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,240 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $424,266 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $663,204 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$599,755 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MASSACHUSETTS AMHERST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 HICKS WAY | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | SECTION 115 | IRCSectionDesc |
| Cash Grant | $12,191,583 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | SUPPORT UNIVERSITY PROGRAMS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PURSUANT TO THE ORGANIZATION'S ARTICLES OF INCORPORATION, THE UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION (UMAF) IS TO DISTRIBUTE ALL OF ITS RAISED FUNDS TO THE UNIVERSITY OF MASSACHUSETTS AMHERST. THE DISBURSEMENTS TO THE UNIVERSITY OF MASSACHUSETTS AMHERST ARE SUBJECT TO THE EXPENDITURE AND DISBURSEMENT POLICIES OF THE UNIVERSITY OF AMHERST. THE TWO ORGANIZATIONS ARE IN CLOSE COMMUNICATION INCLUDING INSTRUCTION AS TO DONOR INTENT AS TO USE OF FUNDS INCLUDED IN DONOR INTENT DOCUMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAVIER A REYES | ||||||||||||||
| EX-OFFICIO DIRECTOR | $0 | $572,178 | $0 | $86,740 | $0 | $40,388 | $0 | $157,716 | $0 | $52,246 | $0 | $909,268 | $0 | $0 |
| ARWEN S DUFFY | ||||||||||||||
| PRESIDENT | $424,058 | $0 | $65,000 | $0 | $0 | $0 | $57,484 | $0 | $24,564 | $0 | $571,106 | $0 | $0 | $0 |
| JOHN F KENNEDY | ||||||||||||||
| EX-OFFICIO DIRECTOR | $0 | $392,146 | $0 | $0 | $0 | $923 | $0 | $109,064 | $0 | $48,453 | $0 | $550,586 | $0 | $0 |
| ANDREW P MANGELS | ||||||||||||||
| EX-OFFICIO DIRECTOR | $0 | $357,490 | $0 | $4,656 | $0 | $4,656 | $0 | $63,133 | $0 | $14,989 | $0 | $444,924 | $0 | $0 |
| KIMBERLY DUMPSON | ||||||||||||||
| VICE PRESIDENT, ADVANCEMENT | $308,799 | $0 | $0 | $0 | $0 | $0 | $56,428 | $0 | $15,100 | $0 | $380,327 | $0 | $0 | $0 |
| FOUAD ABD-EL-KHALICK | ||||||||||||||
| EX-OFFICIO DIRECTOR | $0 | $228,462 | $0 | $0 | $0 | $47,456 | $0 | $50,224 | $0 | $26,145 | $0 | $352,287 | $0 | $0 |
| MATTHEW CARLYON | ||||||||||||||
| VICE PRESIDENT, DEVELOPMENT | $295,525 | $0 | $0 | $0 | $0 | $0 | $30,112 | $0 | $23,814 | $0 | $349,451 | $0 | $0 | $0 |
| DAVID BIANCAMANO | ||||||||||||||
| ASSISTANT V.P., DEVELOPMENT | $225,608 | $0 | $0 | $0 | $0 | $0 | $23,895 | $0 | $24,422 | $0 | $273,925 | $0 | $0 | $0 |
| MOHAMMED DASSER | ||||||||||||||
| VICE PRESIDENT, ADVANCEMENT SERVICES | $189,945 | $0 | $38,648 | $0 | $0 | $0 | $20,976 | $0 | $22,524 | $0 | $272,093 | $0 | $0 | $0 |
| BANDITH VORASANE | ||||||||||||||
| ASSOCIATE V.P. MARKETING & COMMUNICA | $206,663 | $0 | $0 | $0 | $0 | $0 | $20,845 | $0 | $8,961 | $0 | $236,469 | $0 | $0 | $0 |
| CAROLYN CROWLEY | ||||||||||||||
| ASSISTANT V.P., PEOPLE & CULTURE | $164,617 | $0 | $27,500 | $0 | $0 | $0 | $19,991 | $0 | $24,268 | $0 | $236,376 | $0 | $0 | $0 |
| KRISTINE ELISON | ||||||||||||||
| SR. EXEC. DIR., DEVELOPMENT (ISENBER | $193,853 | $0 | $0 | $0 | $0 | $0 | $19,792 | $0 | $21,683 | $0 | $235,328 | $0 | $0 | $0 |
| NATHAN ADAMS | ||||||||||||||
| ASSISTANT V.P., ADVANCEMENT | $176,582 | $0 | $0 | $0 | $0 | $0 | $18,173 | $0 | $24,761 | $0 | $219,516 | $0 | $0 | $0 |
| DAVID GRAFFUM | ||||||||||||||
| ASSOCIATE V.P., INFO SYSTEM & CIO | $179,914 | $0 | $0 | $0 | $0 | $0 | $18,303 | $0 | $16,744 | $0 | $214,961 | $0 | $0 | $0 |
| DIANE BARSTOW | ||||||||||||||
| SR. EXEC. DIR., DEVELOPMENT (COLLEGE | $187,831 | $0 | $0 | $0 | $0 | $0 | $18,895 | $0 | $1,877 | $0 | $208,603 | $0 | $0 | $0 |
| SEVERINE BELTRAMO | ||||||||||||||
| ASST VP, FINANCE & ADMIN | $118,034 | $0 | $0 | $0 | $40,797 | $0 | $11,770 | $0 | $2,651 | $0 | $173,252 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS A NON-QUALIFIED DEFERRED COMPENSATION AGREEMENT WITH THREE OF ITS OFFICERS, ARWEN DUFFY, KIMBERLY DUMPSON, AND JANINE SICKS. TOTAL ANNUAL CONTRIBUTIONS UNDER THIS AGREEMENT FOR THE YEAR ENDED JUNE 30, 2025 AMOUNTED TO $47,508. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SEE ATTACHED EXPLANATION | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SEE ATTACHED EXPLANATION | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 49 | ContributionCnt |
| Noncash Contributions Rpt F990 | $588,325 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NASDAQ MARKET QUOTATIONS | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SOUND EQUIPMENT | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SEE ATTACHED EXPLANA | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, PART II, LINE 31 | THE UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION, INC. FUNDRAISES ON BEHALF OF THE UNIVERSITY OF MASSACHUSETTS AMHERST. THE FOUNDATION FOLLOWS THE UNIVERSITY'S GIFT ACCEPTANCE POLICY AS NONCASH CONTRIBUTIONS ARE EITHER CONTRIBUTED TO OR HELD ON BEHALF OF THE UNIVERSITY. |
| SCHEDULE M, PART II, LINE 1 | THE ORGANIZATION RECEIVED NONCASH DONATIONS OF WORKS OF ART WITH AN ESTIMATED FMV OF $12,094, WHICH WAS NOT REPORTED IN CONTRIBUTIONS ON LINE 1 OF PART VIII. THE DECISION TO NOT RECORD THE ART WORK DONATION IN REVENUE WAS DUE TO A POLICY UPDATE. |
| SCHEDULE M, PART II, LINE 4 | THE ORGANIZATION RECEIVED NONCASH DONATIONS OF BOOKS & PUBLICATIONS WITH AN ESTIMATED FMV OF $46,071, WHICH WAS NOT REPORTED IN CONTRIBUTIONS ON LINE 1 OF PART VIII. |
| SCHEDULE M, PART I, LINE 25 | THE ORGANIZATION RECEIVED NONCASH DONATIONS OF EQUIPMENT WITH AN ESTIMATED RETAIL COST OF $5,860, WHICH WAS NOT REPORTED IN CONTRIBUTIONS ON LINE 1 OF PART VIII. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE MEMBERS OF THE EXECUTIVE COMMITTEE CAN ACT ON BEHALF OF THE BOARD MEMBERS IN BETWEEN MEETINGS. |
| FORM 990, PART VI, SECTION A, LINE 2 | FOUAD ABD-EL-KHALICK, JOHN KENNEDY, ANDREW MANGELS, & JAVIER REYES ALL SHARE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION (UMAF) IS PROVIDED AN INITIAL DRAFT OF THE FORM 990 BASED ON INFORMATION PREPARED AND COMPILED BY THE UMAF FINANCE STAFF. IT IS INITIALLY REVIEWED BY THE CONTROLLER AND ASSISTANT VICE PRESIDENT OF FINANCE WHO WORK WITH ITS TAX ADVISORS TO DISCUSS AND MAKE REVISIONS TO THE DRAFT RETURN. ONCE THE CONTROLLER AND ASSISTANT VP OF FINANCE HAVE APPROVED THE REVISIONS, THE FOUNDATION'S TAX ADVISORS PROVIDE A FINAL DRAFT FOR PRESENTATION TO THE UMAF FINANCE AND AUDIT COMMITTEE FOR REVIEW. A COPY OF THE 990 IS DISTRIBUTED TO THE ENTIRE UMAF BOARD OF DIRECTORS PRIOR TO IT BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO SUBMIT A SIGNED, COMPLETED CONFLICT OF INTEREST DISCLOSURE FORM ELECTRONICALLY EVERY YEAR. THE CONFLICT OF INTEREST DISCLOSURE FORM IS REVIEWED, DISCUSSED, AND SIGNED OFF ON ANNUALLY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE BOARD MEMBER WITH A CONFLICT MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING, BUT AFTER SUCH PRESENTATION, HE OR SHE MUST LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE RESPECTIVE TRANSACTION OR ARRANGEMENT THAT GAVE RISE TO THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE MOST RECENT COMPENSATION REVIEW FOR TOP MANAGEMENT WAS CONDUCTED IN FYE 6/30/25 BY THE COMPENSATION COMMITTEE OF THE UMASS AMHERST FOUNDATION BOARD. THE PROCEDURES USED TO DETERMINE COMPENSATION INCLUDE: CONDUCTING A BENCHMARKING ANALYSIS USING EXTERNAL DATA FROM COMPARABLE ORGANIZATIONS TO UNDERSTAND COMPETITIVE POSITIONING AGAINST RELEVANT MARKET DATA. CONSULTING THIRD-PARTY COMPENSATION STUDIES TO ENSURE COMPETITIVENESS WITHIN THE INDUSTRY AND GEOGRAPHIC REGION. REVIEW AND APPROVAL OF COMPENSATION PACKAGES BY THE COMPENSATION COMMITTEE OF THE UMASS AMHERST FOUNDATION BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY REQUEST. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S FINANCE AND AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE ANNUAL AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR. THESE PROCESSES HAVE NOT CHANGED DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MASSACHUSETTS AMHERST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 HICKS WAY | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HIGHER EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | SECTION 115 | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNIVERSITY OF MASSACHUSETTS AT AMHERST | ||
| B | $11,338,669 | CASH/WIRE TRANSFER |
| UNIVERSITY OF MASSACHUSETTS AT AMHERST | ||
| D | $7,467,948 | GRANTS PAYABLE |
| UNIVERSITY OF MASSACHUSETTS AT AMHERST | ||
| N | $173,412 | FMV OF SHARED FACILITIES |
| UNIVERSITY OF MASSACHUSETTS AT AMHERST | ||
| L | $25,087,721 | FUNDRAISING SERVICE CONTRACT |