Skip to content
Nonprofiteer
← PRESIDENT AND TRUSTEES OF BATES COLLEGE

Form 990 for tax year 2023

Filed by PRESIDENT AND TRUSTEES OF BATES COLLEGE.

Totals

Total revenue
$192,807,514
Total expenses
$189,468,466
Contributions and grants received
$12,712,067
Grants paid
$42,352,125
Program services expenses (Part IX)
$163,278,431
Management and general expenses
$20,190,868
Fundraising expenses
$5,999,167
Program service expenses (Part III)
$163,278,431

Program services were 86.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • A Clayton Spencer

    President Emeritus

    Total calculated
    $1,019,243
    From this org
    $910,423
    From related orgs
    $0
    Other
    $108,820
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $536,853
    Bonus
    $0
    Other
    $373,570
    Deferred
    $74,598
    Nontaxable benefits
    $40,006
    Filer's total
    $1,025,027

  • Garry Jenkins

    President

    Total calculated
    $503,922
    From this org
    $436,941
    From related orgs
    $0
    Other
    $66,981
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $372,174
    Bonus
    $0
    Other
    $64,767
    Deferred
    $44,800
    Nontaxable benefits
    $27,773
    Filer's total
    $509,514

  • Geoffrey Swift

    VP Fin & Admin, Treasurer

    Total calculated
    $401,139
    From this org
    $341,502
    From related orgs
    $0
    Other
    $59,637
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $340,364
    Bonus
    $0
    Other
    $1,138
    Deferred
    $39,600
    Nontaxable benefits
    $28,832
    Filer's total
    $409,934

  • Malcolm Hill

    VP for Academic Affairs and Dean of the Faculty

    Total calculated
    $377,980
    From this org
    $291,110
    From related orgs
    $0
    Other
    $86,870
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $283,550
    Bonus
    $0
    Other
    $7,560
    Deferred
    $34,424
    Nontaxable benefits
    $52,723
    Filer's total
    $378,257

  • Eric Foushee

    Vice President, College Advancement

    Total calculated
    $368,158
    From this org
    $282,728
    From related orgs
    $0
    Other
    $85,430
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,148
    Bonus
    $0
    Other
    $1,580
    Deferred
    $35,190
    Nontaxable benefits
    $58,985
    Filer's total
    $376,903

  • Joshua McIntosh

    VP Student Affairs, Dean of Students

    Total calculated
    $361,458
    From this org
    $288,030
    From related orgs
    $0
    Other
    $73,428
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $287,275
    Bonus
    $0
    Other
    $755
    Deferred
    $34,670
    Nontaxable benefits
    $39,516
    Filer's total
    $362,216

  • Patricia Schoknecht

    VP for Information & Library Services

    Total calculated
    $307,444
    From this org
    $236,864
    From related orgs
    $0
    Other
    $70,580
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,703
    Bonus
    $0
    Other
    $2,162
    Deferred
    $29,376
    Nontaxable benefits
    $41,919
    Filer's total
    $308,160

  • Leigh Weisenburger

    Dean of Admission and Financial Aid

    Total calculated
    $307,143
    From this org
    $226,607
    From related orgs
    $0
    Other
    $80,536
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,055
    Bonus
    $0
    Other
    $552
    Deferred
    $28,744
    Nontaxable benefits
    $52,022
    Filer's total
    $307,373

  • Tracey Reeves

    Vice President, Communications and Marketing

    Total calculated
    $287,946
    From this org
    $238,498
    From related orgs
    $0
    Other
    $49,448
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,629
    Bonus
    $0
    Other
    $1,868
    Deferred
    $10,560
    Nontaxable benefits
    $39,124
    Filer's total
    $288,181

  • Michael Hussey

    VP Institutional Affairs and Secretary to the Board of Trustees

    Total calculated
    $275,008
    From this org
    $203,618
    From related orgs
    $0
    Other
    $71,390
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,017
    Bonus
    $8,000
    Other
    $601
    Deferred
    $24,480
    Nontaxable benefits
    $47,585
    Filer's total
    $275,683

  • Jason Fein

    Director of Athletics

    Total calculated
    $272,594
    From this org
    $201,135
    From related orgs
    $0
    Other
    $71,459
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,628
    Bonus
    $10,500
    Other
    $2,007
    Deferred
    $23,528
    Nontaxable benefits
    $48,599
    Filer's total
    $273,262

  • Hope Burnell

    AVP Human Resources, Environmental Health and Safety

    Total calculated
    $240,761
    From this org
    $175,330
    From related orgs
    $0
    Other
    $65,431
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,641
    Bonus
    $0
    Other
    $689
    Deferred
    $21,901
    Nontaxable benefits
    $44,186
    Filer's total
    $241,417

  • Marcus Bruce

    Professor

    Total calculated
    $239,905
    From this org
    $182,487
    From related orgs
    $0
    Other
    $57,418
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,833
    Bonus
    $0
    Other
    $4,654
    Deferred
    $21,957
    Nontaxable benefits
    $35,638
    Filer's total
    $240,082

  • Christine Schwartz

    Assoc VP Dining Conferences Campus Events

    Total calculated
    $230,693
    From this org
    $181,723
    From related orgs
    $0
    Other
    $48,970
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,200
    Bonus
    $500
    Other
    $1,023
    Deferred
    $22,189
    Nontaxable benefits
    $27,440
    Filer's total
    $231,352

  • Lillian Nayder

    Professor

    Total calculated
    $223,984
    From this org
    $177,748
    From related orgs
    $0
    Other
    $46,236
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,513
    Bonus
    $0
    Other
    $2,235
    Deferred
    $21,400
    Nontaxable benefits
    $25,005
    Filer's total
    $224,153

  • Leana Amaez

    Vice President, Equity and Inclusion

    Total calculated
    $220,750
    From this org
    $202,482
    From related orgs
    $0
    Other
    $18,268
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,000
    Bonus
    $0
    Other
    $482
    Deferred
    $5,400
    Nontaxable benefits
    $13,060
    Filer's total
    $220,942

  • Kelli J Armstrong

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Chris Barbin

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Andrea C Bueschel

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Erica Bullard

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Ann E Bushmiller

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jeremy Chase

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Gregory A Ehret

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Katherine Segal Frekko

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Pranav Ghai

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Karen A Gordon

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Shannon Griffin

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Evelynn M Hammonds

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Mark Jaffe

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Erik O Jarnryd

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • David W Longdon III

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Mark D Mandel

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Lance Matthiesen

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Judith B Miller

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Terrence J Murray

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Stacey A Rizza

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Benjamin E Robinson III

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Michelle A Rosenberg

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • John T Rossello Jr

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jason Ryan

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Emma Sprague

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Garth A L Timoll

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Lisa Utzschneider

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Anne K Wade

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jean P Wilson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Melissa Wilcox Yanagi

    Board Member

    Total calculated
    $0
    Hours/week
    1

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 · Tax indemnification and gross-up payments
  • 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
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception
  • 9 · Followed the rebuttable-presumption procedure

Answered no

  • 4a · Severance or change-of-control payment
  • 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

The filer's explanations (Part III)

Schedule J, Part I, Line 1a
Residence for personal use - Pursuant to employment agreements as a condition of employment and for the convenience of the College, a campus residence was provided to President Garry Jenkins, Vice Presidents Malcolm Hill and Joshua McIntosh, and Athletics Director Jason Fein; all are not considered taxable income. Personal services - the College pays reasonable housekeeping costs to maintain the President's house. Expenses for housekeeping services for the President's personal use are reimbursed by the President and not included in taxable income. Tax indemnification for the President's relocation expenses is included in taxable income.
Schedule J, Part I, Line 4
As President Emeritus and upon her retirement, A. Clayton Spencer received a taxable full distribution of $367,912 pursuant to a 457(f) Deferred Compensation Plan which is included in Schedule J, Part II, B (iii) Other reportable compensation. As President, A. Clayton Spencer received a non-taxable employer contribution of $34,998 and Garry Jenkins received a non-taxable employer contribution of $38,400; both are pursuant to a 457(f) Deferred Compensation Plan and included in Schedule J, Part II, column C.
Schedule J, Part I, Line 7
The following individuals received performance bonuses for additional duties: Jason Fein $10,500, Michael Hussey $8,000 and Christine Schwartz $500.
Schedule J, Part I, Line 8
There was one contract subject to the initial contract exception for President Garry Jenkins.

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

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202541339349305114

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.