Form 990 for tax year 2022
Filed by TRUSTEES OF MOUNT HOLYOKE COLLEGE.
Totals
- Total revenue
- $283,916,749
- Total expenses
- $235,271,207
- Contributions and grants received
- $27,553,928
- Grants paid
- $67,815,874
- Program services expenses (Part IX)
- $199,134,915
- Management and general expenses
- $28,703,001
- Fundraising expenses
- $7,433,291
- Program service expenses (Part III)
- $199,134,915
Program services were 84.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
BEVERLY DANIEL TATUM
PRESIDENT
- Total calculated
- $303,006
- From this org
- $278,709
- From related orgs
- $0
- Other
- $24,297
- Hours/week
- 66 + 1 related
Schedule J breakdown matched by us
- Base
- $262,500
- Bonus
- $0
- Other
- $16,209
- Deferred
- $13,781
- Nontaxable benefits
- $10,516
- Filer's total
- $303,006
-
KIRA BANKS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2.5 + 0.1 related
-
ASHANTA EVANS BLACKWELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2.5 + 0.1 related
-
KATHERINE E COLLINS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 4.5 + 0.1 related
-
ROBERTA CORDANO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2.5 + 0.1 related
-
SALLY DURDAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4.5 + 0.1 related
-
ADAM FALK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2.5 + 0.1 related
-
CARRIANNA K FIELD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4.5 + 0.1 related
-
ELLEN J FLANNERY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4.5 + 0.2 related
-
MARY HUGHES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4.5 + 0.1 related
-
RHYNETTE NORTHCROSS HURD
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 4.5 + 0.1 related
-
FARAH KHAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4.5 + 0.1 related
-
MONICA LANDRY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4.5 + 0.1 related
-
JOUD MAR'I
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2.5 + 0.1 related
-
KC MAURER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4.5 + 0.1 related
-
ANNE MCKENNY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4.5 + 0.1 related
-
AVICE MEEHAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2.5 + 2.1 related
-
LOURDES MELGAR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2.5 + 0.1 related
-
NATASHA MOHANTY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2.5 + 0.1 related
-
HALLIE NATH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4.5 + 0.1 related
-
ELLEN HYDE PACE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2.5 + 10.1 related
-
RAJ SESHADRI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2.5 + 0.1 related
-
SHELLEY WEINER SHEINKOPF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2.5 + 0.1 related
-
KARENA STRELLA
CHAIR
- Total calculated
- $0
- Hours/week
- 9 + 0.1 related
-
MONA SUTPHEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2.5 + 0.1 related
-
MICHELLE TOH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2.5 + 0.1 related
-
LOUISE WASSO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4.5 + 0.1 related
-
ELIZABETH WEATHERMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 7 + 0.1 related
-
SARAH WELLS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2.5 + 0.1 related
-
SHIRLEY WILCHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2.5 + 0.1 related
-
KASSANDRA JOLLEY
VP FOR COLLEGE RELATIONS
- Total calculated
- $409,818
- From this org
- $354,181
- From related orgs
- $0
- Other
- $55,637
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $320,018
- Bonus
- $0
- Other
- $34,163
- Deferred
- $32,025
- Nontaxable benefits
- $23,612
- Filer's total
- $409,818
-
KIJUA SANDERS-MCMURTRY
VP FOR EQUITY & INCLUSION & CDO
- Total calculated
- $294,686
- From this org
- $256,711
- From related orgs
- $0
- Other
- $37,975
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $234,803
- Bonus
- $0
- Other
- $21,908
- Deferred
- $26,228
- Nontaxable benefits
- $11,747
- Filer's total
- $294,686
-
MARCELLA RUNELL HALL
VP FOR STUD LIFE & DEAN OF STUDTS
- Total calculated
- $279,551
- From this org
- $215,451
- From related orgs
- $0
- Other
- $64,100
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $205,788
- Bonus
- $0
- Other
- $9,663
- Deferred
- $22,530
- Nontaxable benefits
- $41,570
- Filer's total
- $279,551
-
ROBIN RANDALL
VP FOR ENROLLMENT MANAGEMENT
- Total calculated
- $270,198
- From this org
- $225,713
- From related orgs
- $0
- Other
- $44,485
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $216,200
- Bonus
- $0
- Other
- $9,513
- Deferred
- $23,342
- Nontaxable benefits
- $21,143
- Filer's total
- $270,198
-
PATRICIA GALLAGHER
TREASURER
- Total calculated
- $251,589
- From this org
- $191,856
- From related orgs
- $0
- Other
- $59,733
- Hours/week
- 55 + 1 related
Schedule J breakdown matched by us
- Base
- $185,856
- Bonus
- $0
- Other
- $6,000
- Deferred
- $22,103
- Nontaxable benefits
- $37,630
- Filer's total
- $251,589
-
BETT SCHUMACHER
SECRETARY OF THE COLLEGE
- Total calculated
- $247,958
- From this org
- $204,489
- From related orgs
- $0
- Other
- $43,469
- Hours/week
- 55 + 1 related
Schedule J breakdown matched by us
- Base
- $189,919
- Bonus
- $0
- Other
- $14,570
- Deferred
- $19,770
- Nontaxable benefits
- $23,699
- Filer's total
- $247,958
-
AMBER DOUGLAS
VP FOR STUD SUCC & DEAN OF THE COLL
- Total calculated
- $209,441
- From this org
- $186,387
- From related orgs
- $0
- Other
- $23,054
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $185,387
- Bonus
- $0
- Other
- $1,000
- Deferred
- $19,846
- Nontaxable benefits
- $3,208
- Filer's total
- $209,441
-
LISA SULLIVAN
PROVOST & DEAN OF FACULTY
- Total calculated
- $198,902
- From this org
- $170,271
- From related orgs
- $0
- Other
- $28,631
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $155,271
- Bonus
- $0
- Other
- $15,000
- Deferred
- $15,488
- Nontaxable benefits
- $13,143
- Filer's total
- $198,902
-
MARY JO MAYDEW
VP FOR FINANCE AND ADMINISTRATION
- Total calculated
- $58,086
- From this org
- $52,500
- From related orgs
- $0
- Other
- $5,586
- Hours/week
- 55
-
ANA YANKOVA
CHIEF INVESTMENT OFFICER
- Total calculated
- $557,846
- From this org
- $498,849
- From related orgs
- $0
- Other
- $58,997
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $461,341
- Bonus
- $0
- Other
- $37,508
- Deferred
- $32,025
- Nontaxable benefits
- $26,972
- Filer's total
- $557,846
-
KEITH MICHEL
ASSOCIATE VP FOR DEVELOPMENT
- Total calculated
- $273,824
- From this org
- $225,789
- From related orgs
- $0
- Other
- $48,035
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $200,789
- Bonus
- $0
- Other
- $25,000
- Deferred
- $24,215
- Nontaxable benefits
- $23,820
- Filer's total
- $273,824
-
ALEXANDER WIRTH-CAUCHON
CIO & EXEC DIR-LIB INFO & TECH SVCS
- Total calculated
- $262,062
- From this org
- $214,380
- From related orgs
- $0
- Other
- $47,682
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $197,592
- Bonus
- $0
- Other
- $16,788
- Deferred
- $21,630
- Nontaxable benefits
- $26,052
- Filer's total
- $262,062
-
THOMAS COTE
ASSOCIATE DIRECTOR OF INVESTMENTS
- Total calculated
- $249,224
- From this org
- $203,699
- From related orgs
- $0
- Other
- $45,525
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $202,699
- Bonus
- $0
- Other
- $1,000
- Deferred
- $21,893
- Nontaxable benefits
- $23,632
- Filer's total
- $249,224
-
PENNLOPE DAVIS
ASSOCIATE VP FOR HR
- Total calculated
- $228,831
- From this org
- $186,145
- From related orgs
- $0
- Other
- $42,686
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $185,145
- Bonus
- $0
- Other
- $1,000
- Deferred
- $20,265
- Nontaxable benefits
- $22,421
- Filer's total
- $228,831
-
CARMEN YULIN CRUZ SOTO
DISTINGUISHED FELLOW LEADERSHIP
- Total calculated
- $206,926
- From this org
- $180,601
- From related orgs
- $0
- Other
- $26,325
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $162,372
- Bonus
- $0
- Other
- $18,229
- Deferred
- $15,986
- Nontaxable benefits
- $10,339
- Filer's total
- $206,926
-
SONYA STEPHENS
FMR PRESIDENT
- Total calculated
- $867,159
- From this org
- $798,177
- From related orgs
- $0
- Other
- $68,982
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $342,152
- Bonus
- $0
- Other
- $456,025
- Deferred
- $32,025
- Nontaxable benefits
- $36,957
- Filer's total
- $867,159
-
SHANNON GUREK
FMR VP FOR FIN & ADMIN & TREAS
- Total calculated
- $361,947
- From this org
- $312,900
- From related orgs
- $0
- Other
- $49,047
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $153,628
- Bonus
- $0
- Other
- $159,272
- Deferred
- $19,108
- Nontaxable benefits
- $29,939
- Filer's total
- $361,947
-
DOROTHY E KNIGHT-MOSBY
FMR VP ACAD AFF & DEAN OF FACULTY
- Total calculated
- $298,065
- From this org
- $266,276
- From related orgs
- $0
- Other
- $31,789
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $248,005
- Bonus
- $0
- Other
- $18,271
- Deferred
- $28,269
- Nontaxable benefits
- $3,520
- Filer's total
- $298,065
-
LENORE REILLY
FMR SECRETARY OF THE COLLEGE
- Total calculated
- $153,639
- From this org
- $129,624
- From related orgs
- $0
- Other
- $24,015
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $128,624
- Bonus
- $0
- Other
- $1,000
- Deferred
- $13,872
- Nontaxable benefits
- $10,143
- Filer's total
- $153,639
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Housing allowance or residence for personal use
- 1a · Personal services (maid, chauffeur, chef)
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
Answered no
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- THE BOARD OF TRUSTEES RECOGNIZES THE UNIQUE ROLE THE PRESIDENT AND OTHER SENIOR ADMINISTRATORS PLAY IN SUPPORTING ALUMNAE 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 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 4A
- FORMER VICE PRESIDENT FOR FINANCE & ADMINISTRATION & TREASURER, SHANNON GUREK, RECEIVED A SEVERANCE PAYMENT OF $103,552 UPON HER TERMINATION OF EMPLOYMENT. THIS AMOUNT IS INCLUDED IN REPORTABLE COMPENSATION IN PART VII, AND IN OTHER REPORTABLE COMPENSATION OF SCHEDULE J. PART II, COLUMN B(III): THE FORMER PRESIDENT'S OTHER REPORTABLE COMPENSATION INCLUDES CONTRACTUAL SABBATICAL PAYMENTS AS WELL AS EMPLOYEE TRANSITION PAYMENTS.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$40,000
SUPPORT FOR FIRE DEPT CAPITAL EQUIP FUND
-
$11,543
GEN SUPPORT FOR LOCAL PUBLIC RADIO STATN
-
$10,000
SUPPORT FOR ORGANIZATION'S CAMPAIGN
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · MHC MEETINGS · MA · controlled entity
Directly controlled by MHC
-
ALUMNAE ASSOC OF MOUNT HOLYOKE COLLEGE
501(C)(3) · ALUMNAE NETWORK · MA
-
501(C)(3) · EDUCATION EXCHANGE · MA
-
CENTER REDEVELOPMENT CORPORATION
501(C)(3) · REAL ESTATE · MA · controlled entity
Directly controlled by MHC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441369349302149
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