TRUSTEES OF MOUNT HOLYOKE COLLEGE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF MOUNT HOLYOKE COLLEGE (EIN 04-2103578)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202611359349306066
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T10:49:39-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SOUTH STREET TWO FINANCIAL | AddressLine1Txt |
| Address Line2 | CENTER | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | 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 | 042103578 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRUSTEES OF MOUNT HOLYOKE COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 4135383674 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 COLLEGE STREET | AddressLine1Txt |
| City | SOUTH HADLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARL M RIES | PersonNm |
| Person Title | VP FIN & ADMIN, TREAS | PersonTitleTxt |
| Phone | 2133004423 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE LONCZAK | PreparerPersonNm |
| PTIN | P01880207 | PTIN |
| Phone | 6179881000 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNT HOLYOKE COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIELLE R HOLLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 COLLEGE STREET | AddressLine1Txt |
| City | SOUTH HADLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $391,456,938 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MTHOLYOKE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1836 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 2924 | TotalEmployeeCnt |
| Total Volunteers | 812 | TotalVolunteersCnt |
| Total Gross UBI | $1,924,401 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $170,361 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $36,728,977 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26,190,711 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $177,663,192 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $184,079,537 | CYProgramServiceRevenueAmt |
| PY Investment Income | $33,320,678 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,699,307 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,118,735 | PYOtherRevenueAmt |
| CY Other Revenue | $8,279,489 | CYOtherRevenueAmt |
| PY Total Revenue | $255,831,582 | PYTotalRevenueAmt |
| CY Total Revenue | $242,249,044 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $83,259,627 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $86,655,737 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $109,007,416 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $119,976,654 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,328,617 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $72,869,892 | PYOtherExpensesAmt |
| CY Other Expenses | $72,936,598 | CYOtherExpensesAmt |
| PY Total Expenses | $265,136,935 | PYTotalExpensesAmt |
| CY Total Expenses | $279,568,989 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,305,353 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$37,319,945 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,513,018,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,587,140,267 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $280,078,207 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $281,633,739 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,232,939,972 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,305,506,528 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $185,098,702 | ExpenseAmt |
| Grant | $86,655,737 | GrantAmt |
| Revenue | $151,029,595 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $38,947,500 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $20,312,841 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,161,206 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $19,975,334 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $237,207,408 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | 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 | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2602 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2924 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | FR | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | Yes (1) | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | Yes (1) | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEBASTIAN NOTARO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4135383033 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 COLLEGE STREET | AddressLine1Txt |
| City | SOUTH HADLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01075 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DANIELLE HOLLEY | |||||||||
| PRESIDENT | 65.00 | 1.00 | Yes (X) | Yes (X) | $624,252 | $0 | $110,991 | ||
| SALLY DURDAN | |||||||||
| CHAIR | 8.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| RHYNETTE NORTHCROSS HURD | |||||||||
| VICE CHAIR | 4.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| KIRA BANKS | |||||||||
| TRUSTEE | 4.00 | 2.10 | Yes (X) | $0 | $0 | $0 | |||
| CARLY BASILE | |||||||||
| TRUSTEE | 4.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| W ROCHELLE CALHOUN | |||||||||
| TRUSTEE | 2.00 | 10.10 | Yes (X) | $0 | $0 | $0 | |||
| ROBERTA CORDANO | |||||||||
| TRUSTEE | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MARY ANN DEIGNAN | |||||||||
| TRUSTEE | 4.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ASHANTA EVANS BLACKWELL | |||||||||
| TRUSTEE | 4.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ADAM FALK | |||||||||
| TRUSTEE | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| NANCIE FIMBEL | |||||||||
| TRUSTEE | 4.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| HOPE GILES | |||||||||
| TRUSTEE | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| SARITA GUPTA | |||||||||
| TRUSTEE | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| FARAH KHAN | |||||||||
| TRUSTEE | 4.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MARIA KOCHIRAS | |||||||||
| TRUSTEE | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MONICA LANDRY | |||||||||
| TRUSTEE | 6.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ANNE MCKENNY | |||||||||
| TRUSTEE | 4.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| AVICE MEEHAN | |||||||||
| TRUSTEE | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| LOURDES MELGAR | |||||||||
| TRUSTEE | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MARKEISHA MINER | |||||||||
| TRUSTEE | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| HALLIE NATH | |||||||||
| TRUSTEE | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| RAJ SESHADRI | |||||||||
| TRUSTEE | 4.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| LIZ SEVIGNY | |||||||||
| TRUSTEE | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MONA SUTPHEN | |||||||||
| TRUSTEE | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| LALE TOPCUOGLU | |||||||||
| TRUSTEE | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH WEATHERMAN | |||||||||
| TRUSTEE | 6.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| SHELLEY WEINER SHEINKOPF | |||||||||
| TRUSTEE | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| SHIRLEY WILCHER | |||||||||
| TRUSTEE | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| KASSANDRA JOLLEY | |||||||||
| VP FOR COLLEGE RELATIONS | 55.00 | 0.00 | Yes (X) | $381,038 | $0 | $86,668 | |||
| LISA SULLIVAN | |||||||||
| PROVOST & DEAN OF FACULTY | 55.00 | 0.00 | Yes (X) | $317,425 | $0 | $81,534 | |||
| CARL RIES | |||||||||
| VP FOR FIN & ADMIN & TREASURER | 55.00 | 1.00 | Yes (X) | $358,725 | $0 | $36,693 | |||
| BETT SCHUMACHER | |||||||||
| CHIEF OF STAFF/COLLEGE SECRETARY | 55.00 | 1.00 | Yes (X) | $294,056 | $0 | $59,836 | |||
| MARCELLA RUNELL HALL | |||||||||
| VP FOR STUD LIFE & DEAN OF STUDENTS | 55.00 | 0.00 | Yes (X) | $245,651 | $0 | $77,647 | |||
| ROBIN RANDALL | |||||||||
| VP FOR ENROLLMENT MANAGEMENT | 55.00 | 0.00 | Yes (X) | $249,214 | $0 | $55,253 | |||
| ALEXANDER WIRTH-CAUCHON | |||||||||
| CIO & EXEC DIR OF LITS | 55.00 | 0.00 | Yes (X) | $233,865 | $0 | $55,332 | |||
| KIJUA SANDERS-MCMURTRY | |||||||||
| VP FOR EQUITY & INCLUSION | 55.00 | 0.00 | Yes (X) | $242,275 | $0 | $40,932 | |||
| ANA YANKOVA | |||||||||
| CHIEF INVESTMENT OFFICER | 50.00 | 0.00 | $1,041,143 | $0 | $13,851 | Yes (X) | |||
| THOMAS COTE | |||||||||
| MANAGING DIRECTOR, INVESTMENT OFFICE | 50.00 | 0.00 | $473,265 | $0 | $47,938 | Yes (X) | |||
| NATALIE HERTER | |||||||||
| DIRECTOR, INVESTMENT OFFICE | 50.00 | 0.00 | $374,025 | $0 | $23,039 | Yes (X) | |||
| SARAH ADELMAN | |||||||||
| PROFESSOR OF ECONOMICS | 50.00 | 0.00 | $227,105 | $0 | $55,157 | Yes (X) | |||
| HEATHER MCDONALD | |||||||||
| AVP FOR DEVELOPMENT | 50.00 | 0.00 | $246,010 | $0 | $29,861 | Yes (X) | |||
| KARLA YOUNGBLOOD | |||||||||
| AVP FOR FACILITIES MANAGEMENT | 50.00 | 0.00 | $217,868 | $0 | $50,146 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,525,917 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $824,878 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 253 | 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 |
|---|---|---|---|---|---|
| SALAS O'BRIEN NORTH LLC | |||||
| 2720 ARBOR COURT | EAU CLAIRE | WI | 54701 | ENGINEERING CONSULTING | $4,458,490 |
| INCLINE ALCHEMY INC | |||||
| 160 ALAMO PLAZA | ALAMO | CA | 94507 | SOFTWARE IMPLEMENT CONSULTING | $4,208,852 |
| WORKDAY INC | |||||
| 6110 STONERIDGE MALL ROAD | PLEASANTON | CA | 94588 | SYSTEMS SOFTWARE | $3,282,399 |
| COLDHAM & HARTMAN ARCHITECTS LLC | |||||
| PO BOX 817 | AMHERST | MA | 01004 | ARCHITECTURAL DESIGN | $1,306,392 |
| HILL ENGINEERS ARCHITECTS PLANNERS | |||||
| 50 DEPOT STREET | DALTON | MA | 01226 | ARCHITECTURAL DESIGN | $1,058,415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 55 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,090,812 | GovernmentGrantsAmt |
| All Other Contributions | $23,099,899 | AllOtherContributionsAmt |
| Noncash Contributions | $3,478,855 | NoncashContributionsAmt |
| Total Contributions | $26,190,711 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $143,843,756 | $143,843,756 |
| ROOM AND OTHER BOARD | 611310 | $40,195,128 | $40,195,128 |
| EDUCATIONAL PERFORMANCES | 611310 | $40,653 | $40,653 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $184,079,537 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,475,310 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $788,639 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,686,671 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,462 | TotalRevenueColumnAmt |
| Exclusion | $5,462 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $771,342 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $550,069 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $221,273 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $221,273 | TotalRevenueColumnAmt |
| Exclusion | $221,273 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $166,674,828 | SecuritiesAmt |
| Other | $37,734 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $148,488,565 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,186,263 | SecuritiesAmt |
| Other | $37,734 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,223,997 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $321,241 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,902,756 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $262,307 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $169,260 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $93,047 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $93,047 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| STUDENT HEALTH INSURANCE FEES | 900099 | $2,926,797 | $2,926,797 | |
| EDUCATIONAL CONFERENCES | 721000 | $1,891,760 | $1,236,389 | $655,371 |
| FIVE COLLEGE REIMBURSEMENTS | 611710 | $718,031 | $718,031 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,423,119 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,263,969 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $159,150 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,959,707 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $242,249,044 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $191,317,770 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,924,401 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,816,162 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,723 | TotalAmt |
| Program Services | $66,723 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,676,715 | TotalAmt |
| Program Services | $72,676,715 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,912,299 | TotalAmt |
| Program Services | $13,912,299 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,633,106 | TotalAmt |
| Program Services | $1,159,881 | ProgramServicesAmt |
| Management And General | $2,002,228 | ManagementAndGeneralAmt |
| Fundraising | $470,997 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,577,412 | TotalAmt |
| Program Services | $75,253,336 | ProgramServicesAmt |
| Management And General | $9,382,261 | ManagementAndGeneralAmt |
| Fundraising | $3,941,815 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,038,425 | TotalAmt |
| Program Services | $6,829,446 | ProgramServicesAmt |
| Management And General | $851,269 | ManagementAndGeneralAmt |
| Fundraising | $357,710 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,364,069 | TotalAmt |
| Program Services | $11,354,113 | ProgramServicesAmt |
| Management And General | $1,415,255 | ManagementAndGeneralAmt |
| Fundraising | $594,701 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,363,642 | TotalAmt |
| Program Services | $5,406,550 | ProgramServicesAmt |
| Management And General | $673,910 | ManagementAndGeneralAmt |
| Fundraising | $283,182 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,408,625 | TotalAmt |
| Program Services | $596,464 | ProgramServicesAmt |
| Management And General | $706,930 | ManagementAndGeneralAmt |
| Fundraising | $105,231 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,254 | TotalAmt |
| Program Services | $49,284 | ProgramServicesAmt |
| Management And General | $116,970 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,500 | TotalAmt |
| Management And General | $225,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,123,655 | TotalAmt |
| Management And General | $8,123,655 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,459,210 | TotalAmt |
| Program Services | $5,168,855 | ProgramServicesAmt |
| Management And General | $4,035,290 | ManagementAndGeneralAmt |
| Fundraising | $255,065 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,026 | TotalAmt |
| Program Services | $54,697 | ProgramServicesAmt |
| Management And General | $48,069 | ManagementAndGeneralAmt |
| Fundraising | $12,260 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,532,952 | TotalAmt |
| Program Services | $3,005,352 | ProgramServicesAmt |
| Management And General | $326,348 | ManagementAndGeneralAmt |
| Fundraising | $201,252 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,075,417 | TotalAmt |
| Program Services | $1,043,141 | ProgramServicesAmt |
| Management And General | $942,454 | ManagementAndGeneralAmt |
| Fundraising | $89,822 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,638 | TotalAmt |
| Program Services | $2,638 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,806,561 | TotalAmt |
| Program Services | $5,263,920 | ProgramServicesAmt |
| Management And General | $295,412 | ManagementAndGeneralAmt |
| Fundraising | $247,229 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,848,301 | TotalAmt |
| Program Services | $1,369,687 | ProgramServicesAmt |
| Management And General | $364,575 | ManagementAndGeneralAmt |
| Fundraising | $114,039 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,976 | TotalAmt |
| Program Services | $352,041 | ProgramServicesAmt |
| Management And General | $27,661 | ManagementAndGeneralAmt |
| Fundraising | $28,274 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,181,134 | TotalAmt |
| Program Services | $6,926,213 | ProgramServicesAmt |
| Management And General | $100,056 | ManagementAndGeneralAmt |
| Fundraising | $154,865 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,634 | TotalAmt |
| Program Services | $356,135 | ProgramServicesAmt |
| Management And General | $224,437 | ManagementAndGeneralAmt |
| Fundraising | $34,062 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,113,623 | TotalAmt |
| Program Services | $12,642,685 | ProgramServicesAmt |
| Management And General | $184,843 | ManagementAndGeneralAmt |
| Fundraising | $286,095 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,280,194 | TotalAmt |
| Program Services | $3,564,243 | ProgramServicesAmt |
| Management And General | $1,674,988 | ManagementAndGeneralAmt |
| Fundraising | $40,963 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LIBRARY MATERIALS | $2,127,095 | $2,090,132 | $22,356 | $14,607 |
| ALUMNAE ASSOCIATION SUP | $1,932,266 | $1,932,266 | ||
| EQUIP REPAIRS & MAINTEN | $1,211,973 | $1,092,987 | $108,652 | $10,334 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,303,564 | TotalAmt |
| Program Services | $6,969,871 | ProgramServicesAmt |
| Management And General | $1,179,845 | ManagementAndGeneralAmt |
| Fundraising | $153,848 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,568,989 | TotalAmt |
| Program Services | $237,207,408 | ProgramServicesAmt |
| Management And General | $33,032,964 | ManagementAndGeneralAmt |
| Fundraising | $9,328,617 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,276,370 | BOYAmt |
| EOY | $50,909,887 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,382,121 | BOYAmt |
| EOY | $26,048,612 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,772,185 | BOYAmt |
| EOY | $3,202,396 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $45,000 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,824 | BOYAmt |
| EOY | $508,825 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $809,387 | BOYAmt |
| EOY | $849,461 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,059,988 | BOYAmt |
| EOY | $2,393,350 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $576,501,266 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $300,407,642 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,379,604 | BOYAmt |
| EOY | $276,093,624 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,319,094 | BOYAmt |
| EOY | $140,760,143 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,042,989,693 | BOYAmt |
| EOY | $1,076,958,664 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,630,155 | BOYAmt |
| EOY | $7,395,541 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,160,758 | BOYAmt |
| EOY | $1,974,764 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,513,018,179 | BOYAmt |
| EOY | $1,587,140,267 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,584,210 | BOYAmt |
| EOY | $27,368,320 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,957,192 | BOYAmt |
| EOY | $1,655,515 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,342,400 | BOYAmt |
| EOY | $88,265,558 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,799,201 | BOYAmt |
| EOY | $64,005,126 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,800,629 | BOYAmt |
| EOY | $64,711,204 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,594,575 | BOYAmt |
| EOY | $35,628,016 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,078,207 | BOYAmt |
| EOY | $281,633,739 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,408,210 | BOYAmt |
| EOY | $270,261,868 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $969,531,762 | BOYAmt |
| EOY | $1,035,244,660 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,232,939,972 | BOYAmt |
| EOY | $1,305,506,528 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,513,018,179 | BOYAmt |
| EOY | $1,587,140,267 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$37,319,945 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $109,084,356 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $802,145 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,224,304 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,095,962 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,553,928 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,728,977 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,190,711 | CurrentTaxYearAmt |
| Total | $193,793,882 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,224,304 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,095,962 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,553,928 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,728,977 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,190,711 | CurrentTaxYearAmt |
| Total | $193,793,882 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $28,396,883 | SubstantialContributorsTotAmt |
| Public Support Total170 | $165,396,999 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,730,355 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,501,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,614,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,510,013 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,463,476 | CurrentTaxYearAmt |
| Total | $28,819,941 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $630,863 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $50,951 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $170,361 | CurrentTaxYearAmt |
| Total | $852,175 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,497 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $369,128 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $248,196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $261,757 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $262,307 | CurrentTaxYearAmt |
| Total | $1,205,885 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $224,671,883 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $822,501,371 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72710 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | GROSS SALES OF INVENTORY - 2020 AMOUNT: $ 64,497. 2021 AMOUNT: $ 369,128. 2022 AMOUNT: $ 248,196. 2023 AMOUNT: $ 261,757. 2024 AMOUNT: $ 262,307. | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $5,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $5,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE COLLEGE PAYS MEMBERSHIP DUES TO ORGANIZATIONS THAT ADDRESS STATE AND FEDERAL REGULATORY ISSUES FOR THE COLLECTIVE BENEFIT OF MEMBER INSTITUTIONS. THE ORGANIZATIONS NOTIFY THE COLLEGE OF THE APPROXIMATE AMOUNT OF MEMBERSHIP DUES USED FOR LOBBYING EXPENSE. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $28,500 | RevenuesIncludedAmt |
| Assets Included | $18,267,715 | AssetsIncludedAmt |
| 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 |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,101,548,227 | BeginningYearBalanceAmt |
| Contributions | $9,017,816 | ContributionsAmt |
| Investment Earnings Or Losses | $127,920,360 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,947,521 | GrantsOrScholarshipsAmt |
| Other Expenditures | $30,703,305 | OtherExpendituresAmt |
| Administrative Expenses | $10,570,117 | AdministrativeExpensesAmt |
| End Year Balance | $1,180,265,460 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,036,214,880 | BeginningYearBalanceAmt |
| Contributions | $19,537,550 | ContributionsAmt |
| Investment Earnings Or Losses | $103,928,698 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,041,515 | GrantsOrScholarshipsAmt |
| Other Expenditures | $28,920,545 | OtherExpendituresAmt |
| Administrative Expenses | $13,170,841 | AdministrativeExpensesAmt |
| End Year Balance | $1,101,548,227 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,002,548,528 | BeginningYearBalanceAmt |
| Contributions | $10,418,475 | ContributionsAmt |
| Investment Earnings Or Losses | $76,432,150 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,098,870 | GrantsOrScholarshipsAmt |
| Other Expenditures | $27,516,146 | OtherExpendituresAmt |
| Administrative Expenses | $10,569,257 | AdministrativeExpensesAmt |
| End Year Balance | $1,036,214,880 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,068,049,889 | BeginningYearBalanceAmt |
| Contributions | $34,225,385 | ContributionsAmt |
| Investment Earnings Or Losses | -$52,965,020 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,843,935 | GrantsOrScholarshipsAmt |
| Other Expenditures | $22,512,389 | OtherExpendituresAmt |
| Administrative Expenses | $9,405,402 | AdministrativeExpensesAmt |
| End Year Balance | $1,002,548,528 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $789,036,745 | BeginningYearBalanceAmt |
| Contributions | $26,392,885 | ContributionsAmt |
| Investment Earnings Or Losses | $298,800,850 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,552,026 | GrantsOrScholarshipsAmt |
| Other Expenditures | $22,976,363 | OtherExpendituresAmt |
| Administrative Expenses | $9,652,202 | AdministrativeExpensesAmt |
| End Year Balance | $1,068,049,889 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.32000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.50000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,483,413 | OtherCostOrOtherBasisAmt |
| Book Value | $33,483,413 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $210,713,671 | OtherCostOrOtherBasisAmt |
| Depreciation | $92,374,120 | DepreciationAmt |
| Book Value | $118,339,551 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $177,884,586 | OtherCostOrOtherBasisAmt |
| Depreciation | $90,460,310 | DepreciationAmt |
| Book Value | $87,424,276 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $55,458,864 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,767,124 | DepreciationAmt |
| Book Value | $1,691,740 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $98,960,732 | OtherCostOrOtherBasisAmt |
| Depreciation | $63,806,088 | DepreciationAmt |
| Book Value | $35,154,644 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $276,093,624 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FIXED MUTUAL/COMMINGLED FUNDS | $18,294,710 | F |
| EQUITY MUTUAL/COMINGLED FUNDS | $468,260,848 | F |
| HEDGE FUNDS | $270,362,217 | F |
| PRIVATE EQUITY-REAL ASSETS | $49,601,605 | F |
| VENTURE CAPITAL | $248,336,917 | F |
| PRIVATE EQUITY-OTHER | $18,570,992 | F |
| OTHER | $3,531,375 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,076,958,664 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAP LIABILITY | $907,439 |
| FAS 158 PENSION LIABILITY | $1,250,656 |
| FIN 47 CONDITIONAL ASSET RETIREMENT | $15,085,117 |
| 457(B) PENSION LIABILITY | $757,076 |
| REFUNDABLE GOVERNMENT ADVANCES | $530,243 |
| SPLIT INTEREST OBLIGATION | $17,097,485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $35,628,016 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $345,287,238 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $109,084,356 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$6,765,490 | OtherRevenueAmt |
| Revenue Not Reported | $102,318,866 | RevenueNotReportedAmt |
| Revenue Subtotal | $242,968,372 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$719,328 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$719,328 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $242,249,044 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $273,108,785 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,215,841 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,215,841 | ExpensesNotReportedAmt |
| Expenses Subtotal | $268,892,944 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $10,676,045 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $10,676,045 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $279,568,989 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | ART MUSEUM THE COLLEGE MAINTAINS MORE THAN 24,000 WORKS OF ART FROM ANTIQUITY TO THE PRESENT THAT COMPRISE THE PERMANENT COLLECTION OF THE MOUNT HOLYOKE COLLEGE ART MUSEUM (MHCAM). PARTICULAR STRENGTHS WITHIN THIS COLLECTION INCLUDE ANCIENT MEDITERRANEAN ART AND ARTIFACTS, PAINTINGS, SCULPTURE, AND DECORATIVE ART FROM EUROPE AND THE UNITED STATES, AND MODERN AND GLOBAL CONTEMPORARY ART. CATEGORIES OF SIGNIFICANT DEPTH INCLUDE PHOTOGRAPHY, GLASS, CERAMICS, PRINTS AND DRAWINGS, AND NUMISMATICS. THIS CULTURALLY AND CHRONOLOGICALLY DIVERSE COLLECTION IS AN IMPORTANT TEACHING AND LEARNING RESOURCE FOR FACULTY AND STUDENTS IN ALL DISCIPLINES, AND SERVES AS A NEXUS FOR INNOVATIVE OBJECT-BASED TEACHING AND EXPERIENTIAL LEARNING FOR THE COLLEGE, AREA SCHOOLS, AND BROADER COMMUNITIES. THE MHCAM PRODUCES SEVERAL ENGAGING EXHIBITIONS AND EVENTS EACH YEAR IN ADDITION TO ITS DISPLAY OF WORKS FROM THE PERMANENT COLLECTION. THE STAFF OF THE MOUNT HOLYOKE COLLEGE ART MUSEUM AIM TO SPARK INTELLECTUAL CURIOSITY AND FOSTER A LASTING PASSION FOR ART AND MATERIAL CULTURE THROUGH DIRECT ENGAGEMENT WITH THE MUSEUM'S COLLECTIONS, INCLUDING THE JOSEPH ALLEN SKINNER MUSEUM COLLECTION. IN SUPPORT OF THIS MISSION, THE MHCAM FOSTERS AN INCLUSIVE ENVIRONMENT FOR ACADEMIC EXPERIMENTATION, COMMUNITY BUILDING, AND SOCIAL ENJOYMENT. |
| PART V, LINE 4: | MOUNT HOLYOKE'S ENDOWMENT CONSISTS OF APPROXIMATELY 1,800 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE COLLEGE TO FUNCTION AS ENDOWMENTS. 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. |
| PART X, LINE 2: | THE COLLEGE IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. IN DECEMBER 2017, THE TAX CUTS AND JOBS ACT (THE "ACT") WAS ENACTED. THE ACT HAS SEVERAL PROVISIONS WHICH IMPACT THE COLLEGE INCLUDING NEW EXCISE TAXES ON NET INVESTMENT INCOME, CHANGES TO THE NET OPERATING LOSS RULES, AND THE REPORTING OF UNRELATED BUSINESS TAXABLE INCOME FOR EACH UNRELATED TRADE OR BUSINESS. THE COLLEGE ASSESES UNCERTAIN TAX POSITIONS AND DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS. THE COLLEGE IS SUBJECT TO FEDERAL EXCISE TAX IMPOSED ON COLLEGES AND UNIVERSITIES IF CERTAIN CONDITIONS ARE MET, INCLUDING A NON-EXEMPT USE ASSET PER STUDENT RATIO. THE THRESHOLD WAS MET IN FISCAL YEARS 2024 AND 2025, AND THEREFORE THE COLLEGE WILL BE SUBJECT TO THE EXCISE TAX OF 1.4% ON NET INVESTMENT INCOME IN FISCAL YEARS 2025 AND 2026. AS DEFINED UNDER FEDERAL LAW, NET INVESTMENT INCOME INCLUDES INTEREST, DIVIDENDS AND NET REALIZED GAINS ON SALES OF INVESTMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | WILLITS HALLOWELL CENTER REVENUE 1,785,573. ENDOWMENT EXPENSES -10,676,045. CHANGE IN SPLIT INTEREST OBLIGATIONS 1,222,840. ORCHARDS AT MOUNT HOLYOKE REVENUE 922,336. CHANGE IN FAS PENSION OBLIGATION -11,285. CHANGE IN VALUE OF INTEREST RATE SWAPS -8,909. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -169,260. FACULTY HOUSING EXPENSE -550,068. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | WILLITS HALLOWELL CENTER EXPENSE 2,355,452. COST OF GOODS SOLD 169,260. FACULTY HOUSING EXPENSE 550,068. ORCHARDS AT MOUNT HOLYOKE EXPENSE 1,141,061. |
| PART V, LINE 2 | MOUNT HOLYOKE COLLEGE HAS ADOPTED FASB ASU 2016-14, PRESENTATION OF FINANCIAL STATEMENTS OF NOT-FOR-PROFIT ENTITIES. AS A RESULT, THE JUNE 30, 2025 AUDITED FINANCIAL STATEMENTS CLASSIFY NET ASSETS AS EITHER NET ASSETS WITHOUT DONOR RESTRICTIONS, OR NET ASSETS WITH DONOR RESTRICTIONS. FOR PURPOSES OF PART V, LINE 2, MOUNT HOLYOKE COLLEGE HAS REPORTED ITS YEAR END ENDOWMENT BALANCE WITHOUT DONOR RESTRICTIONS AS QUASI-ENDOWMENT AND ITS YEAR END BALANCE WITH DONOR RESTRICTIONS AS PERMANENT ENDOWMENT AND TERM RESTRICTED ENDOWMENT. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE COLLEGE HAS SATISFIED THE PUBLICITY REQUIREMENT DESCRIBED IN SECTION 4.03 OF REVENUE PROCEDURE 75-50 TO STUDENTS KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY SERVED BY THE COLLEGE. |
| SCHEDULE E, PART I, LINE 6 | THE COLLEGE RECEIVES FEDERAL GRANTS FOR FACULTY RESEARCH AND STUDENT SCHOLARSHIPS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (27 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt | EmployeeEmployeeCnt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | PROGRAM SERVICES | RESEARCH | $5,429 | ||
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | PROGRAM SERVICES | RESEARCH | $55,394 | ||
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | PROGRAM SERVICES | RESEARCH | $132,829 | ||
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | PROGRAM SERVICES | RESEARCH | $461 | ||
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | PROGRAM SERVICES | RESEARCH | $27,352 | ||
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | PROGRAM SERVICES | RESEARCH | $12,866 | ||
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | PROGRAM SERVICES | RESEARCH | $18,810 | ||
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | PROGRAM SERVICES | RECRUITMENT | $1,367 | ||
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | PROGRAM SERVICES | RECRUITMENT | $21,992 | ||
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | PROGRAM SERVICES | RECRUITMENT | $7,509 | ||
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | PROGRAM SERVICES | RECRUITMENT | $1,750 | ||
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | PROGRAM SERVICES | RECRUITMENT | $812 | ||
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | PROGRAM SERVICES | RECRUITMENT | $5,204 | ||
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | PROGRAM SERVICES | SCHOLARSHIP ASSISTANCE | $5,444,582 | ||
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | PROGRAM SERVICES | SCHOLARSHIP ASSISTANCE | $535,277 | ||
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | PROGRAM SERVICES | SCHOLARSHIP ASSISTANCE | $340,560 | ||
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | PROGRAM SERVICES | SCHOLARSHIP ASSISTANCE | $435,722 | ||
| RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | PROGRAM SERVICES | SCHOLARSHIP ASSISTANCE | $319,550 | ||
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | PROGRAM SERVICES | SCHOLARSHIP ASSISTANCE | $252,515 | ||
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | PROGRAM SERVICES | SCHOLARSHIP ASSISTANCE | $3,872,938 | ||
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | PROGRAM SERVICES | SCHOLARSHIP ASSISTANCE | $2,687,896 | ||
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | PROGRAM SERVICES | STUDY ABROAD | $145,637 | 1 | 1 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | FUNDRAISING | ALUM MEETINGS | $24,274 | ||
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | GRANTMAKING | $23,259 | |||
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | INVESTMENTS | $478,180,206 | |||
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | INVESTMENTS | $2,950,142 | |||
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | INVESTMENTS | $1,297,176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 1 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 1 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $254,508 | SubtotalSpentAmt |
| Continuation Spent | $496,547,001 | ContinuationSpentAmt |
| Total Spent | $496,801,509 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SOUTH ASIA | RegionTxt |
| Purpose Of Grant | SUPPORT FOR LIBRARY & SUBSCR PURCHASES | PurposeOfGrantTxt |
| Cash Grant | $23,259 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| FINANCIAL ASSISTANCE | EUROPE (INCLUDING ICELAND AND GREENLAND) | 10 | $535,277 | ACCT CREDIT |
| FINANCIAL ASSISTANCE | EAST ASIA AND THE PACIFIC | 158 | $5,444,582 | ACCT CREDIT |
| FINANCIAL ASSISTANCE | MIDDLE EAST AND NORTH AFRICA | 5 | $340,560 | ACCT CREDIT |
| FINANCIAL ASSISTANCE | NORTH AMERICA | 7 | $435,722 | ACCT CREDIT |
| FINANCIAL ASSISTANCE | RUSSIA AND THE NEWLY INDEPENDENT STATES | 5 | $319,550 | ACCT CREDIT |
| FINANCIAL ASSISTANCE | SOUTH AMERICA | 6 | $252,515 | ACCT CREDIT |
| FINANCIAL ASSISTANCE | SOUTH ASIA | 69 | $3,872,938 | ACCT CREDIT |
| FINANCIAL ASSISTANCE | SUB-SAHARAN AFRICA | 42 | $2,687,896 | ACCT CREDIT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL FINANCIAL AID GRANTS AND SCHOLARSHIPS TO MOUNT HOLYOKE COLLEGE DEGREE-SEEKING STUDENTS WHO ARE CITIZENS OF FOREIGN COUNTRIES ARE RECORDED IN THE FINANCIAL AID MANAGEMENT SOFTWARE, POWERFAIDS, BY AMOUNT PER SEMESTER. STUDENT FINANCIAL SERVICES STAFF DETERMINE STUDENT ELIGIBILITY BASED ON A CONSISTENTLY APPLIED NEED ANALYSIS FORMULA WHICH CALCULATES THE EXPECTED FAMILY CONTRIBUTION (EFC). THE EFC IS SUBTRACTED FROM THE TOTAL COST OF ATTENDANCE TO EQUAL THE FINANCIAL AID ELIGIBILITY. THE FINANCIAL AID GRANT AMOUNT IS DETERMINED BASED ON CONSISTENTLY APPLIED PACKAGING FORMULAS TO MEET THE FULL CALCULATED NEED OF EACH STUDENT. IN ADDITION TO THE NEED BASED AID, THERE ARE SOME GRANTS THAT ARE AWARDED BASED ON MERIT OR OTHER FACTORS. FINANCIAL AID GRANT FUNDS ARE MONITORED THROUGH THE FINANCIAL AID MANAGEMENT SOFTWARE, POWERFAIDS. STAFF WHO WILL BE AWARDING FINANCIAL AID GRANT FUNDS ARE TRAINED TO ADHERE TO THESE POLICIES AND PROCEDURES. THE FINANCIAL AID GRANT INFORMATION IS TRANSFERRED FROM POWERFAIDS TO THE STUDENT INFORMATION SYSTEM, ELLUCIAN COLLEAGUE, VIA A REGULARLY SCHEDULED INTERFACE. WHEN ALL INSTITUTIONAL GRANT DISBURSEMENT REQUIREMENTS ARE MET, THE FUNDS ARE DISBURSED TO THE STUDENT ACCOUNT IN COLLEAGUE. THE FUNDS ARE CREDITED AGAINST ANY BILLED CHARGES THAT HAVE BEEN PREVIOUSLY POSTED. FOR THE LIMITED NUMBER OF STUDENTS WHERE THIS RESULTS IN A CREDIT BALANCE, THE CREDIT MAY BE REFUNDED TO THE STUDENT IN THE FORM OF A USD CHECK OR DIRECT DEPOSIT TO THE STUDENT. THE STUDENT INITIATES THIS REFUND PROCESS BY SUBMITTING A COMPLETED DISBURSEMENT FORM OR STUDENT REFUND REQUEST FORM. STUDENT ELIGIBILITY IS MONITORED THROUGHOUT THE PERIOD OF ENROLLMENT AND ADJUSTMENTS ARE MADE, AS NECESSARY, FOR CHANGES IN ENROLLMENT STATUS ACCORDING TO THE COLLEGE'S PUBLISHED REFUND POLICIES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| TOWN OF SOUTH HADLEY | ||||||||
| 116 MAIN STREET | SOUTH HADLEY | MA | 01075 | 046001303 | 115 | $40,000 | $0 | SUPPORT FOR FIRE DEPT CAPITAL EQUIP FUND |
| SONOMA STATE UNIVERSITY | ||||||||
| 1801 EAST COTATI AVENUE | ROHNERT PARK | CA | 94928 | 680338225 | 501(C)(3) | $25,293 | $0 | SUB-AWARD FOR GRANT RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FIN AID & FELLOWSHIPS FOR US CITIZENS FOR TUITION, ROOM, BOARD | GrantTypeTxt |
| Recipient | 1455 | RecipientCnt |
| Cash Grant | $72,676,715 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL FINANCIAL AID GRANTS AND SCHOLARSHIPS TO STUDENTS WHO ARE UNITED STATES CITIZENS ARE RECORDED IN THE FINANCIAL AID MANAGEMENT SOFTWARE, POWERFAIDS, BY AMOUNT PER SEMESTER. STUDENT FINANCIAL SERVICES STAFF DETERMINE STUDENT ELIGIBILITY BASED ON A CONSISTENTLY APPLIED NEED ANALYSIS FORMULA WHICH CALCULATES THE EXPECTED FAMILY CONTRIBUTION (EFC). THE EFC IS SUBTRACTED FROM THE TOTAL COST OF ATTENDANCE TO EQUAL THE FINANCIAL AID ELIGIBILITY. THE FINANCIAL AID GRANT AMOUNT IS DETERMINED BASED ON CONSISTENTLY APPLIED PACKAGING FORMULAS TO MEET THE FULL CALCULATED NEED OF EACH STUDENT. IN ADDITION TO THE NEED BASED AID, THERE ARE SOME GRANTS THAT ARE AWARDED BASED ON MERIT OR OTHER FACTORS. FINANCIAL AID GRANT FUNDS ARE MONITORED THROUGH THE FINANCIAL AID MANAGEMENT SOFTWARE, POWERFAIDS. STAFF WHO WILL BE AWARDING FINANCIAL AID GRANT FUNDS ARE TRAINED TO ADHERE TO THESE POLICIES AND PROCEDURES. THE FINANCIAL AID GRANT INFORMATION IS TRANSFERRED FROM POWERFAIDS TO THE STUDENT INFORMATION SYSTEM, ELLUCIAN COLLEAGUE, VIA A REGULARLY SCHEDULED INTERFACE. WHEN ALL INSTITUTIONAL GRANT DISBURSEMENT REQUIREMENTS ARE MET, THE FUNDS ARE DISBURSED TO THE STUDENT ACCOUNT IN COLLEAGUE. THE FUNDS ARE CREDITED AGAINST ANY BILLED CHARGES THAT HAVE BEEN PREVIOUSLY POSTED. IF THIS TRANSACTION RESULTS IN A CREDIT BALANCE, THE CREDIT MAY BE REFUNDED TO THE STUDENT IN THE FORM OF A USD CHECK OR DIRECT DEPOSIT TO THE STUDENT. THE STUDENT INITIATES THIS REFUND PROCESS BY SUBMITTING A COMPLETED DISBURSEMENT FORM OR STUDENT REFUND REQUEST FORM. STUDENT ELIGIBILITY IS MONITORED THROUGHOUT THE PERIOD OF ENROLLMENT AND ADJUSTMENTS ARE MADE, AS NECESSARY, FOR CHANGES IN ENROLLMENT STATUS ACCORDING TO THE COLLEGE'S PUBLISHED REFUND POLICIES. DURING THE FISCAL YEAR, THE COLLEGE CONDUCTED GRANT-FUNDED RESEARCH. TWO OF THE RESEARCH GRANTS INCLUDED COLLABORATION WITH INSTITUTIONS WHOSE FACULTY ARE ACCOMPLISHED IN THEIR RESPECTIVE FIELDS OF STUDY. INFREQUENTLY AT THE DISCRETION OF THE PRESIDENT OR VICE PRESIDENT FOR FINANCE AND ADMINISTRATION, THE COLLEGE MAKES DONATIONS TO SUPPORT THE TOWN OR NONPROFIT ORGANIZATIONS. IN THESE INSTANCES, THE COLLEGE GENERALLY DOES NOT MONITOR THE ULTIMATE USE OF THE FUNDS AS THESE AMOUNTS ARE UNRESTRICTED GRANTS TO MUNICIPALITIES AND ORGANIZATIONS THAT ARE RECOGNIZED AS BEING DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C)(3). IN CERTAIN INSTANCES WHEN THE COLLEGE GRANTS FUNDS FOR SPECIFIED USE BY THE TOWN, THE COLLEGE MAINTAINS A WRITTEN AGREEMENT THAT SUCH GRANT WILL BE USED FOR THE DESIGNATED PURPOSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANA YANKOVA | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $509,453 | $0 | $531,690 | $0 | $0 | $0 | $10,010 | $0 | $3,841 | $0 | $1,054,994 | $0 | $0 | $0 |
| DANIELLE HOLLEY | ||||||||||||||
| PRESIDENT | $614,029 | $0 | $0 | $0 | $10,223 | $0 | $60,709 | $0 | $50,282 | $0 | $735,243 | $0 | $0 | $0 |
| THOMAS COTE | ||||||||||||||
| MANAGING DIRECTOR, INVESTMENT OFFICE | $312,515 | $0 | $160,750 | $0 | $0 | $0 | $20,035 | $0 | $27,903 | $0 | $521,203 | $0 | $0 | $0 |
| KASSANDRA JOLLEY | ||||||||||||||
| VP FOR COLLEGE RELATIONS | $361,038 | $0 | $20,000 | $0 | $0 | $0 | $36,256 | $0 | $50,412 | $0 | $467,706 | $0 | $0 | $0 |
| LISA SULLIVAN | ||||||||||||||
| PROVOST & DEAN OF FACULTY | $307,425 | $0 | $10,000 | $0 | $0 | $0 | $34,066 | $0 | $47,468 | $0 | $398,959 | $0 | $0 | $0 |
| NATALIE HERTER | ||||||||||||||
| DIRECTOR, INVESTMENT OFFICE | $307,712 | $0 | $66,313 | $0 | $0 | $0 | $22,743 | $0 | $296 | $0 | $397,064 | $0 | $0 | $0 |
| CARL RIES | ||||||||||||||
| VP FOR FIN & ADMIN & TREASURER | $348,725 | $0 | $10,000 | $0 | $0 | $0 | $36,225 | $0 | $468 | $0 | $395,418 | $0 | $0 | $0 |
| BETT SCHUMACHER | ||||||||||||||
| CHIEF OF STAFF/COLLEGE SECRETARY | $242,678 | $0 | $10,000 | $0 | $41,378 | $0 | $26,780 | $0 | $33,056 | $0 | $353,892 | $0 | $0 | $0 |
| MARCELLA RUNELL HALL | ||||||||||||||
| VP FOR STUD LIFE & DEAN OF STUDENTS | $235,651 | $0 | $10,000 | $0 | $0 | $0 | $27,068 | $0 | $50,579 | $0 | $323,298 | $0 | $0 | $0 |
| ROBIN RANDALL | ||||||||||||||
| VP FOR ENROLLMENT MANAGEMENT | $239,214 | $0 | $10,000 | $0 | $0 | $0 | $27,152 | $0 | $28,101 | $0 | $304,467 | $0 | $0 | $0 |
| ALEXANDER WIRTH-CAUCHON | ||||||||||||||
| CIO & EXEC DIR OF LITS | $223,865 | $0 | $10,000 | $0 | $0 | $0 | $25,384 | $0 | $29,948 | $0 | $289,197 | $0 | $0 | $0 |
| KIJUA SANDERS-MCMURTRY | ||||||||||||||
| VP FOR EQUITY & INCLUSION | $242,275 | $0 | $0 | $0 | $0 | $0 | $26,042 | $0 | $14,890 | $0 | $283,207 | $0 | $0 | $0 |
| SARAH ADELMAN | ||||||||||||||
| PROFESSOR OF ECONOMICS | $224,105 | $0 | $3,000 | $0 | $0 | $0 | $24,688 | $0 | $30,469 | $0 | $282,262 | $0 | $0 | $0 |
| HEATHER MCDONALD | ||||||||||||||
| AVP FOR DEVELOPMENT | $225,010 | $0 | $21,000 | $0 | $0 | $0 | $26,157 | $0 | $3,704 | $0 | $275,871 | $0 | $0 | $0 |
| KARLA YOUNGBLOOD | ||||||||||||||
| AVP FOR FACILITIES MANAGEMENT | $217,868 | $0 | $0 | $0 | $0 | $0 | $23,376 | $0 | $26,770 | $0 | $268,014 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE BOARD OF TRUSTEES RECOGNIZES THE UNIQUE ROLE THE PRESIDENT AND OTHER SENIOR ADMINISTRATORS PLAY IN SUPPORTING ALUM AND ADVANCEMENT ACTIVITIES, CAMPUS EVENTS, AND OTHER OFFICIAL FUNCTIONS. ACCORDINGLY, AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE COLLEGE, COLLEGE OWNED OR LEASED HOUSING IS PROVIDED TO THE PRESIDENT, THE PROVOST AND DEAN OF FACULTY, AND THE VICE PRESIDENT FOR STUDENT LIFE AND DEAN OF STUDENTS TO FULFILL THESE DUTIES. SUCH HOUSING PROVIDED TO THE PRESIDENT IS APPROVED BY THE BOARD OF TRUSTEES AND HOUSING PROVIDED TO OTHER SENIOR ADMINISTRATORS IS APPROVED BY THE PRESIDENT. THE PERSONAL USE VALUE OF COLLEGE PROVIDED HOUSING IS INCLUDED IN NONTAXABLE BENEFITS. FOR THE PRESIDENT'S HOUSE, THE COLLEGE PROVIDES CUSTODIAL PERSONNEL AND APPROPRIATE EQUIPMENT AND SUPPLIES NECESSARY TO KEEP THE RESIDENCE'S APPEARANCE AND CLEANLINESS AT ACCEPTABLE STANDARDS. THE COST FOR TIME SPENT CLEANING THE PERSONAL QUARTERS OF THE PRESIDENT'S HOUSE IS INCLUDED IN THE FORM W-2 OF THE PRESIDENT. |
| PART I, LINE 3 | FOR A DESCRIPTION OF THE PROCESS USED TO DETERMINE THE PRESIDENT'S COMPENSATION, PLEASE REFER TO SCHEDULE O, PART VI, SECTION B, LINE 15. |
| PART I, LINE 4B | UNDER A NEWLY CREATED NON-QUALIFIED DEFERRED COMPENSATION ARRANGEMENT, PRESIDENT DANIELLE HOLLEY IS ELIGIBLE FOR AN ANNUAL CREDIT TO A DEFERRED COMPENSATION ACCOUNT UNDER IRC SECTION 457(F). THE AMOUNT EARNED AND ACCRUED IN CALENDAR YEAR 2024 WAS $29,406 AND THIS AMOUNT IS REPORTED IN SCHEDULE J, PART II, COLUMN C. |
| PART I, LINE 7 | THE CHIEF INVESTMENT OFFICER RECEIVED A NON-FIXED PAYMENT WHICH IS REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II). THE NON-FIXED PAYMENT IS BASED ON PERFORMANCE-RELATED METRICS SET BY THE PRESIDENT AND INVESTMENT COMMITTEE. THE MANAGING DIRECTOR OF INVESTMENTS AND DIRECTOR OF INVESTMENTS ALSO RECEIVED NON-FIXED PAYMENTS, WHICH ARE REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II) RESPECTIVELY. THESE NON-FIXED PAYMENTS WERE BASED ON CRITERIA SET BY THE CHIEF INVESTMENT OFFICER AND ULTIMATELY APPROVED BY THE PRESIDENT AND INVESTMENT COMMITTEE. |
| SCHEDULE J, PART II | IN RECOGNITION OF THEIR EFFORTS RELATED TO THE COLLEGE'S STRATEGIC PLANNING AND THE IMPLEMENTATION OF A NEW ENTERPRISE RESOURCE PLANNING SYSTEM, A MAJORITY OF THE OFFICERS RECEIVED ONE-TIME PAYMENTS IN CALENDAR YEAR 2024 AND THESE AMOUNTS ARE REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II). |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MA DEVELOPMENT FINANCE AGCY-MHC ISSUE SERIES 2016A | ||||||||
| A | 043431814 | 000000000 | 2016-03-24 | $26,000,000 | CONSTRUCTION | 0 | 0 | 0 |
| MA DEVELOPMENT FINANCE AGCY-MHC ISSUE SERIES 2016B | ||||||||
| B | 043431814 | 000000000 | 2016-11-30 | $33,755,000 | TO REFUND 2008 BOND ISSUE | 0 | 0 | 0 |
| MA DEVELOPMENT FINANCE AGCY-MHC ISSUE SERIES 2020B | ||||||||
| C | 043431914 | 000000000 | 2020-05-01 | $37,000,000 | TO REFUND 2011A BOND ISSUE (REISSUED 3/24/16) | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,295,000 | $26,210,204 | $238,907 | $25,971,297 | 2018 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $2,405,000 | $33,755,000 | $226,338 | 0 | Yes (1) | Yes (1) | Yes (1) | $33,528,662 | ||
| C | $3,285,000 | $37,000,000 | Yes (1) | 0 | Yes (1) | Yes (1) | $37,000,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART II, LINE 3 | 03/24/2016 $26,000,000 BOND: THE SERIES 2016A BOND WAS ISSUED IN THE STATED PRINCIPAL AMOUNT OF $26,000,000. THE TOTAL OF THIS ISSUE (PLUS THE INVESTMENT EARNINGS OF $210,204) AGREES TO THE AMOUNT REPORTED ON LINE 3 OF PART II, COLUMN A. |
| SCHEDULE K, PART IV, LINE 2C | MA DEVELOPMENT FINANCE AGENCY-MHC ISSUE SERIES 2016A - DATE THE REBATE COMPUTATION WAS PERFORMED: 03/24/2025 MA DEVELOPMENT FINANCE AGENCY-MHC ISSUE SERIES 2016B - DATE THE REBATE COMPUTATION WAS PERFORMED: 11/30/2025 MA DEVELOPMENT FINANCE AGENCY-MHC ISSUE SERIES 2020B - DATE THE REBATE COMPUTATION WAS PERFORMED: 05/01/2025 |
| SCHEDULE K, PART IV, LINE 2C | REBATE CALCULATIONS: FOR THE APPLICABLE BONDS LISTED ABOVE IN THE PART IV, ARBITRAGE, LINE 2C STATEMENT, THE COLLEGE CONTRACTED WITH A THIRD PARTY TO PREPARE THE REBATE CALCULATIONS ON THE DATES AS REPORTED ABOVE FOR EACH RESPECTIVE BOND ISSUE. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W ROCHELLE CALHOUN | PersonNm |
| Relationship With Org | TRUSTEE | RelationshipWithOrgTxt |
| Loan Purpose | SHARED APPR MORTGAGE | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $45,000 | OriginalPrincipalAmt |
| Balance Due | $45,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $45,000 | TotalBalanceDueAmt |
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $21,000 | CashGrantAmt |
| Type Of Assistance | SCHOLARSHIP | TypeOfAssistanceTxt |
| Assistance Purpose | TUITION BENEFIT FOR CHILD | AssistancePurposeTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART II, LINE 1 | FormAndLineReferenceDesc |
| Explanation | ROCHELLE CALHOUN IS A FORMER EMPLOYEE OF THE COLLEGE AND WAS ELIGIBLE FOR A SHARED APPRECIATION MORTGAGE (SAM) AT THE TIME OF HER EMPLOYMENT AND AS SUCH, WAS ISSUED THE SAM WHILE EMPLOYED BY THE COLLEGE. THE SAM HAS SINCE REMAINED IN EFFECT WHILE A TRUSTEE MEMBER DURING FISCAL YEAR 2025. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $28,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OPINIONS OF EXPERTS | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 136 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,443,855 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | RIDING EQUIPMENT | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALE OF COMP EQUIP | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 4 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | FOR GIFTS OF TANGIBLE REAL OR PERSONAL PROPERTY THAT DO NOT MEET THE COLLEGE'S MISSION OBJECTIVES, THE COLLEGE ENGAGES THE SERVICES OF AN AUCTION HOUSE OR REAL ESTATE AGENT TO SELL THE PROPERTY AND TRANSFER THE PROCEEDS TO THE COLLEGE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | MOUNT HOLYOKE, THE LEADING GENDER-DIVERSE WOMEN'S COLLEGE, IMMERSES STUDENTS IN A VIBRANT, INTELLECTUALLY ADVENTUROUS GLOBAL COMMUNITY TO DEVELOP THEIR VOICES AND VISION FOR THE FUTURE, PREPARING THEM FOR LIVES OF PURPOSEFUL LEADERSHIP IN A CULTURALLY DIVERSE WORLD. |
| FORM 990, PART III, LINE 1 | LOCATED IN SOUTH HADLEY, MASSACHUSETTS, MOUNT HOLYOKE COLLEGE IS A HIGHLY SELECTIVE, NONDENOMINATIONAL, RESIDENTIAL, RESEARCH LIBERAL ARTS COLLEGE FOR WOMEN THAT IS GENDER-DIVERSE AND WELCOMES APPLICATIONS FROM FEMALE, TRANSGENDER, AND NON-BINARY STUDENTS. MOUNT HOLYOKE IS RENOWNED FOR EDUCATING WOMEN LEADERS, FROM MEDICAL PIONEERS TO PULITZER PRIZE-WINNING PLAYWRIGHTS. THE OLDEST OF THE SEVEN SISTER COLLEGES, WE ARE A NOTED LEADER IN LIBERAL ARTS EDUCATION WITH A MISSION GROUNDED IN THE CONVICTION THAT WOMEN CAN -- AND SHOULD -- MAKE A DIFFERENCE IN THE WORLD. |
| FORM 990, PART III, LINE 4A | INSTRUCTION, RESEARCH, ACADEMIC SUPPORT AND LIBRARY SERVICES: MOUNT HOLYOKE COLLEGE ENROLLS APPROXIMATELY 2,200 UNDERGRADUATE STUDENTS WHO BENEFIT FROM SMALL GROUP INSTRUCTION IN A DIVERSE COLLEGE COMMUNITY WITH A STUDENT-TO-FACULTY RATIO OF 9 TO 1. MOUNT HOLYOKE'S 200+ ACCOMPLISHED FACULTY MEMBERS ARE INNOVATIVE TEACHERS DEDICATED TO THEIR STUDENTS. THEY ARE ALSO ACTIVE SCHOLARS, RESEARCH SCIENTISTS, AND CREATIVE ARTISTS PASSIONATE ABOUT THEIR DISCIPLINES. THE COLLEGE OFFERS 40+ DEPARTMENTAL AND INTERDEPARTMENTAL MAJORS. THROUGH THE LIBERAL ARTS EDUCATION, STUDENTS EXPLORE ART, LITERATURE, LANGUAGES, PHILOSOPHY, POLITICS, HISTORY, MATHEMATICS AND SCIENCE RATHER THAN CHOOSING ONE SPECIALIZED TRACK OF STUDY. THE LIBERAL ARTS ALSO TRANSCEND THE CLASSROOM. STUDENTS GAIN A COMPLEX UNDERSTANDING OF THE WORLD IN WHICH THEY LIVE THROUGH INTERNSHIPS, STUDY ABROAD, COMMUNITY-BASED LEARNING, VOLUNTEER WORK AND INDEPENDENT RESEARCH. IN ADDITION TO ITS UNDERGRADUATE PROGRAM, THE COLLEGE, THROUGH ITS DIVISION OF PROFESSIONAL AND GRADUATE EDUCATION (PAGE), OFFERS A RANGE OF GRADUATE DEGREE PROGRAMS, INSTITUTES, AND COURSES TO SUPPORT EMERGING LEADERS, SCIENTISTS AND EDUCATORS WHO WANT TO INCREASE THEIR SCOPE OF IMPACT IN THEIR RESPECTIVE FIELDS. AN INTEGRAL PART OF THE COLLEGE COMMUNITY, LIBRARY AND INFORMATION TECHNOLOGY SERVICES FACILITATES THE CREATIVE USE OF INFORMATION AND TECHNOLOGY. IT SUPPORTS THE EDUCATIONAL PRIORITIES OF THE COLLEGE BY PROVIDING INSTRUCTION, MATERIALS, STAFF EXPERTISE AND EQUIPMENT TO SUSTAIN LEARNING, TEACHING, RESEARCH AND THE COLLEGE'S ADMINISTRATIVE FUNCTIONS. |
| FORM 990, PART III, LINE 4B | STUDENT SERVICES AND RESIDENTIAL LIFE: THE DIVISION OF STUDENT LIFE CULTIVATES A DYNAMIC, ENGAGED AND INCLUSIVE COMMUNITY THAT ENRICHES THE STUDENT EXPERIENCE, PROMOTES WELLNESS AND BELONGING, AND SUPPORTS THE PURPOSEFUL DEVELOPMENT OF EVERY STUDENT. INCLUSION, COMPASSION, AND AUTHENTICITY ARE THE FOUNDATIONS OF MOUNT HOLYOKE'S RESIDENTIAL PROGRAM. TO THIS END, MOST RESIDENCE HALLS HOUSE MEMBERS OF ALL FOUR CLASSES ALONG WITH VIBRANT LIVING-LEARNING COMMUNITIES, INCLUDING A RESIDENCE HALL DEDICATED EXCLUSIVELY TO THE ENHANCEMENT OF THE FIRST YEAR EXPERIENCE. THE COLLEGE'S RESIDENCE HALLS ARE UNIQUE IN DESIGN AND CHARACTER AND OFFER MANY CONFIGURATIONS AS WELL AS COMMON SPACES TO MEET THE DEVELOPING NEEDS OF STUDENTS. ALONG WITH BEING COMMITTED TO ACADEMIC SUCCESS, MOUNT HOLYOKE CARES ABOUT THE OVERALL WELL BEING OF STUDENTS. THE COLLEGE OFFERS A RANGE OF HEALTH, COUNSELING, PUBLIC SAFETY, AND ACCESSIBILITY SERVICES TO SUPPORT THE NEEDS OF ITS STUDENTS. THE OFFICE OF STUDENT INVOLVEMENT SUPPORTS MORE THAN 100 STUDENT ORGANIZATIONS AND PRESENTS A WIDE ARRAY OF CULTURAL, ENTERTAINMENT AND SOCIAL EVENTS, IN ADDITION TO PROVIDING STUDENTS WITH OPPORTUNITIES FOR LEADERSHIP, SERVICE, AND ENGAGEMENT. THE OFFICE OF STUDENT INVOLVEMENT WORKS TO CREATE A VIBRANT AND INCLUSIVE CO-CURRICULAR CAMPUS LIFE THAT SUSTAINS MOUNT HOLYOKE COLLEGE STUDENTS AS SCHOLARS, AND OFFERS THEM SKILLS FOR LEADING A BALANCED LIFE. |
| FORM 990, PART III, LINE 4C | DINING SERVICES: AT MOUNT HOLYOKE COLLEGE, DINING CONTINUES TO BE AN INTEGRAL PART OF A STUDENT'S EDUCATIONAL EXPERIENCE. THE COLLEGE'S DINING COMMONS (DC), LOCATED WITHIN ITS COMMUNITY CENTER, IS A HUB OF STUDENT LIFE WHERE COMMUNITY MEMBERS CAN CONVERSE, COLLABORATE, AND RELAX WITH ONE ANOTHER. THE DC, WHICH WAS NAMED A LEVEL 1 CERTIFIED GREEN RESTAURANT, FEATURES FIVE FOOD STATIONS THAT PROMOTE HEALTH, WELLNESS AND SUSTAINABILITY BY FOCUSING ON INTERNATIONAL CUISINE, VEGAN OPTIONS AND AVOIDING FOOD WITH ALLERGENS. FOR ITS VEGAN-FRIENDLY DINING, MOUNT HOLYOKE'S DINING SERVICES HAS BEEN RECOGNIZED BY PETA WITH AN "A" RATING, AND IS THE ONLY COLLEGE IN WESTERN MASSACHUSETTS TO EARN SUCH A HIGH GRADE. WITH SEATING IN SIX DISTINCTIVE DINING ROOMS, THE DC OFFERS STUDENTS THE OPPORTUNITY TO INTERACT WITH ONE ANOTHER, AS WELL AS WITH MEMBERS OF THE ENTIRE CAMPUS COMMUNITY. THESE INTENTIONALLY DESIGNED SPACES PROVIDE STUDENTS WITH A STRONG FOUNDATION FROM WHICH TO IMAGINE AND ENVISION FUTURE POSSIBILITIES, BOTH CURRICULAR AND CO-CURRICULAR. THESE NEW SPACES NOT ONLY CONNECT STUDENTS TO EACH OTHER, BUT ALSO TO THE BEAUTY OF THE COLLEGE'S CAMPUS AND PROVIDE NEW OPPORTUNITIES FOR CREATIVE WORK, THUS MAINTAINING THE INTIMACY AND PURPOSE OF THE MOUNT HOLYOKE COMMUNITY DINING EXPERIENCE. DINING SERVICES IS RESPONSIBLE FOR ALL COMMUNITY CENTER CASH OPERATIONS, VENDING, A BAKERY, AND A WAREHOUSE. THE QUALIFIED AND EXPERIENCED CULINARY PRODUCTION AND SERVICE STAFF ARE DEDICATED TO PROVIDING FRESH, NUTRITIOUS, WELL-PREPARED FOODS AND OFFERING DIVERSE AND EXTENSIVE MENU OPTIONS FOR THE ENTIRE MOUNT HOLYOKE COLLEGE COMMUNITY. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE VICE PRESIDENT FOR STUDENT SUCCESS HAS BEEN REMOVED AS A CORPORATE OFFICER POSITION AND THE CHIEF INFORMATION OFFICER HAS BEEN ADDED AS A CORPORATE OFFICER ROLE. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OF THE ORGANIZATION ACCORDING TO THE COLLEGE'S BY-LAWS, FIVE TRUSTEES, KNOWN AS ALUM TRUSTEES, SHALL BE ELECTED BY THE ALUM IN ACCORDANCE WITH THE BY-LAWS OF THE ALUM ASSOCIATION. ONE ALUM TRUSTEE SHALL BE ELECTED EACH YEAR TO SERVE FOR A PERIOD OF FIVE YEARS. IN ADDITION, THE PRESIDENT OF THE ALUM ASSOCIATION SHALL SERVE AS A SIXTH ALUM TRUSTEE DURING HER TERM OF OFFICE. THE ELECTION OF TRUSTEES, OTHER THAN ALUM 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. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW ANNUAL REVIEW OF THE COLLEGE'S FORM 990 IS DELEGATED TO THE AUDIT COMMITTEE. THE NOMINATING AND GOVERNANCE COMMITTEE IS RESPONSIBLE FOR REVIEWING THE SECTIONS OF THE FORM 990 THAT PERTAIN TO COMPENSATION AND REPORTING BACK TO THE AUDIT COMMITTEE. THIS PROCESS PERMITS THE GROUP OF TRUSTEES (THE AUDIT COMMITTEE) WHO ARE MOST KNOWLEDGEABLE TO REVIEW THE DOCUMENT ON BEHALF OF THE ENTIRE BOARD. THE AUDIT COMMITTEE REPORTS ANY FINDINGS TO THE BOARD OF TRUSTEES AND THE COMPLETE COPY OF THE FORM 990 IS PROVIDED TO EACH TRUSTEE PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING AND ENFORCEMENT OF CONFLICT POLICY THE COLLEGE REQUIRES EACH MEMBER OF THE BOARD OF TRUSTEES TO ELECTRONICALLY TRANSMIT A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. IN ADDITION, NON-TRUSTEE COMMITTEE MEMBERS, OFFICERS, AND EMPLOYEES WITH KEY RESPONSIBILITIES ARE ASKED TO ELECTRONICALLY SUBMIT CONFLICT OF INTEREST DISCLOSURE FORMS ANNUALLY. THE OFFICE OF THE PRESIDENT ENSURES THAT THE COMPLETED FORMS ARE RETURNED BY ALL TRUSTEES, AND THE OFFICE OF FINANCE AND ADMINISTRATION ENSURES THAT THE COMPLETED FORMS ARE RETURNED BY ALL NON-TRUSTEE COMMITTEE MEMBERS, OFFICERS, AND EMPLOYEES WITH KEY RESPONSIBILITIES. THE OFFICE OF FINANCE AND ADMINISTRATION COLLECTS AND RECORDS THE SUBMITTED DATA FROM THE ELECTRONIC TRANSMISSIONS. THE INFORMATION ON THE SUBMITTED FORMS IS SUMMARIZED BY THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND TREASURER WHO PROVIDES A COPY OF THE SUMMARY TO THE AUDIT COMMITTEE ANNUALLY. THE AUDIT COMMITTEE REVIEWS THE INFORMATION DISCLOSED AND ADVISES THE PRESIDENT AND THE CHAIR OF THE BOARD AS TO POTENTIAL CONFLICTS. THE AUDIT COMMITTEE MAY, AT ITS DISCRETION, DELEGATE THIS ANNUAL REVIEW TO THE CHAIR OF THE COMMITTEE. BY SIGNING THE ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM, EACH INDIVIDUAL AGREES TO ANSWER ANY QUESTIONS THAT BOARD MEMBERS MAY HAVE ABOUT POTENTIAL CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION REVIEW AND APPROVAL ANNUALLY, THE HUMAN RESOURCES DEPARTMENT ASSEMBLES COMPARATIVE SALARY DATA FOR ALL SENIOR/EXECUTIVE POSITIONS AT THE COLLEGE INCLUDING: PRESIDENT AND ALL VICE PRESIDENTS, CHIEF INVESTMENT OFFICER, AND THE SECRETARY OF THE COLLEGE. THIS PROCESS WAS LAST UNDERTAKEN IN MAY 2025 FOR EACH OF THE POSITIONS MENTIONED ABOVE. SALARY DATA FOR THESE EXECUTIVE POSITIONS IS COMPILED FROM THE ADMINISTRATORS IN HIGHER EDUCATION SALARIES SURVEY CONDUCTED ANNUALLY BY THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA -HR) AND ASSEMBLED AND ANALYZED USING SEVERAL VIEWS (25TH AND 75TH PERCENTILES, MEDIAN, AND MEAN) FOR SALARY DATA FROM ALL PRIVATE INDEPENDENT INSTITUTIONS HAVING A SIMILAR ENDOWMENT VALUE AND FALLING WITHIN A COMPARABLE BUDGET QUARTILE AS THAT OF MOUNT HOLYOKE COLLEGE. IN ADDITION, MOUNT HOLYOKE COLLEGE PARTICIPATES IN A SURVEY ON EXECUTIVE TOTAL COMPENSATION, WHICH IS CONDUCTED ANNUALLY BY A THIRD PARTY COMPENSATION CONSULTANT (CURRENTLY CONDUCTED BY MERCER). TWENTY-SEVEN OF THE COLLEGE'S PEER INSTITUTIONS ALSO PARTICIPATE IN THIS SURVEY. SALARY DATA FROM THIS SURVEY IS ANALYZED IN A SIMILAR FASHION TO THE CUPA-HR DATA. THIS SALARY DATA, ALONG WITH SALARIES OF CURRENT MOUNT HOLYOKE COLLEGE INCUMBENTS, IS ASSEMBLED AND SHARED WITH THE CHAIR OF THE BOARD OF TRUSTEES AND WITH THE CHAIR OF THE NOMINATING AND GOVERNANCE COMMITTEE. THE DATA IS THEN PRESENTED TO THE FULL NOMINATING AND GOVERNANCE COMMITTEE FOR DISCUSSION AND DECISION ON WHAT SALARY ADJUSTMENTS, IF ANY, WILL BE MADE. THE CHAIR OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE REVIEW OF PERFORMANCE OF THE PRESIDENT. THE PRESIDENT IS RESPONSIBLE FOR OVERSIGHT OF PERFORMANCE MANAGEMENT FOR THE VICE PRESIDENTS AND THE CHIEF INVESTMENT OFFICER. WITH REGARD TO THE CHIEF INVESTMENT OFFICER'S PERFORMANCE-BASED COMPENSATION, THE PRESIDENT AND INVESTMENT COMMITTEE (IC) REVIEW HER PERFORMANCE IN ACCORDANCE WITH ESTABLISHED METRICS. WITH REGARD TO THE PRESIDENT'S COMPENSATION, IN ADDITION TO COMPARATIVE PEER SALARY DATA, THE HUMAN RESOURCES DEPARTMENT ALSO ASSEMBLES A SUMMARY REPORT OF PRESIDENTIAL "TOTAL" SALARY. THIS REPORT IS ALSO REVIEWED BY AND DISCUSSED WITH THE NOMINATING AND GOVERNANCE COMMITTEE AND IS DISCUSSED WITH THE ENTIRE BOARD IN THEIR EXECUTIVE SESSION. THE PROCESS FOR DETERMINING THE COMPENSATION OF THE COLLEGE'S OFFICERS MEETS THE THREE REQUIREMENTS OF THE REBUTTABLE PRESUMPTION STANDARD. THE COMPENSATION ARRANGEMENTS ARE APPROVED IN ADVANCE BY THE ORGANIZATION'S NOMINATING AND GOVERNANCE COMMITTEE. THE COMMITTEE IS APPOINTED BY THE BOARD OF TRUSTEES FOR THE PURPOSE OF ASSISTING THE BOARD IN FULFILLING ITS RESPONSIBILITY TO THE COLLEGE AND THE COMMUNITY TO ENSURE THE COMPENSATION IS IN ACCORDANCE WITH THE COLLEGE'S POLICIES. AS MENTIONED, PRIOR TO MAKING ANY COMPENSATION DECISIONS, THE NOMINATING AND GOVERNANCE COMMITTEE OBTAINS AND RELIES UPON APPROPRIATE DATA AS TO COMPARABILITY. THE COMMITTEE UTILIZES COMPENSATION SURVEYS THAT INCLUDE COMPARABLE INSTITUTIONS TO SET COMPENSATION LEVELS. FINALLY, THE NOMINATING AND GOVERNANCE COMMITTEE ADEQUATELY AND TIMELY DOCUMENTS THE BASIS FOR SETTING COMPENSATION CONCURRENTLY WITH THE MAKING OF THE DETERMINATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF DOCUMENTS THE COLLEGE MAKES ITS BY-LAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA THE MOUNT HOLYOKE COLLEGE WEBSITE. IN ADDITION, THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE WEBSITE OF THE MASSACHUSETTS ATTORNEY GENERAL. |
| FORM 990, PART XI, LINE 9: | WILLITS HALLOWELL CENTER SUPPORT -574,051. ORCHARDS AT MOUNT HOLYOKE ACTIVITY 173,550. CHANGE IN VALUE OF INTEREST RATE SWAPS -8,909. CHANGE IN FAS 158 PENSION LIABILITY -11,285. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,222,840. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLEGIATE CATALYST FUND LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 MOUNTAIN VIEW DRIVE STE 301 3RD | AddressLine1Txt |
| City | COLCHESTER | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043793835 | EIN |
| Primary Activities | CAPTIVE INSURANCE | PrimaryActivitiesTxt |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Total Income | -$359,184 | TotalIncomeAmt |
| End Of Year Assets | $1,622,671 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES OF MOUNT HOLYOKE COLLEGE | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLITS HALLOWELL CENTER INC | |||||||||||
| C/O MOUNT HOLYOKE COLLEGE 50 COLLEG | SOUTH HADLEY | MA | 01075 | 042565823 | MHC MEETINGS | MA | 501(C)(3) | LINE 12B, II | MHC | Yes (1) | |
| ALUM ASSOC OF MOUNT HOLYOKE COLLEGE | |||||||||||
| C/O MOUNT HOLYOKE COLLEGE 50 COLLEG | SOUTH HADLEY | MA | 01075 | 042105894 | ALUM NETWORK | MA | 501(C)(3) | LINE 12A, I | 0 | N/A | |
| ASSOCIATED KYOTO PROGRAM INC | |||||||||||
| C/O POMONA COLLEGE 550 HARVARD AVE | CLAREMONT | CA | 91711 | 042996114 | EDUCATION EXCHANGE | MA | 501(C)(3) | LINE 12C, III | 0 | N/A | |
| CENTER REDEVELOPMENT CORPORATION | |||||||||||
| 17 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | 042939950 | REAL ESTATE | MA | 501(C)(3) | LINE 12A, I | MHC | Yes (1) | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | EINEIN | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUSTS (17) | ||||||||||
| C/O MOUNT HOLYOKE COLLEGE 50 COLLEG | SOUTH HADLEY | MA | 01075 | CHARITABLE TRUST | MA | MHC | T | Yes (1) | ||
| PERPETUAL TRUST (1) | ||||||||||
| C/O MOUNT HOLYOKE COLLEGE 50 COLLEG | SOUTH HADLEY | MA | 01075 | CHARITABLE TRUST | MA | MHC | T | Yes (1) | ||
| POOLED INCOME FUNDS (2) | ||||||||||
| C/O MOUNT HOLYOKE COLLEGE 50 COLLEG | SOUTH HADLEY | MA | 01075 | CHARITABLE TRUST | MA | MHC | T | Yes (1) | ||
| THE ORCHARDS AT MOUNT HOLYOKE INC | ||||||||||
| C/O MOUNT HOLYOKE COLLEGE 50 COLLEG | SOUTH HADLEY | MA | 01075 | GOLF CLUB | MA | MHC | C | Yes (1) | 332585496 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WILLITS HALLOWELL CENTER | ||
| L | $153,053 | OVERHEAD ALLOCATION |
| WILLITS HALLOWELL CENTER | ||
| M | $614,634 | INTERNAL SALES |
| WILLITS HALLOWELL CENTER | ||
| N | $350,000 | ESTIMATED FMV - BUILDING |
| WILLITS HALLOWELL CENTER | ||
| R | $574,051 | WILLITS SUBSIDY |
| POOLED INCOME FUNDS (2) | ||
| S | $187,697 | MANDATORY TRANSFERS |
| CHARITABLE REMAINDER UNITRUSTS (17) | ||
| S | $247,420 | MANDATORY TRANSFERS |
| THE ORCHARDS AT MOUNT HOLYOKE | ||
| A | $125,000 | FAIR MARKET VALUE |
| THE ORCHARDS AT MOUNT HOLYOKE | ||
| D | $250,000 | PROMISSARY NOTE |
| THE ORCHARDS AT MOUNT HOLYOKE | ||
| Q | $70,191 | LEGAL FEES |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART IV | FormAndLineReferenceDesc |
| Explanation | THE ORCHARDS AT MOUNT HOLYOKE, INC., A CALENDAR YEAR CORPORATION, WAS FORMED ON 1/1/2025 AND IS WHOLLY OWNED BY THE TRUSTEES OF MOUNT HOLYOKE COLLEGE (MHC), AND THEREFORE, A RELATED ORGANIZATION. THE ORCHARDS DID NOT HAVE A CORPORATE FILING OBLIGATION PRIOR TO 2025; CONSEQUENTLY, MHC'S SHARE OF TOTAL INCOME, SHARE OF END-OF-YEAR ASSETS, AND PERCENTAGE OWNERSHIP WOULD ALL BE $0 IN COLUMNS (F), (G), AND (H), RESPECTIVELY, OF PART IV FOR FISCAL YEAR ENDING 6/30/2025. | ExplanationTxt |