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Nonprofiteer
← KALAMAZOO COLLEGE

Form 990 for tax year 2023

Filed by KALAMAZOO COLLEGE.

Totals

Total revenue
$143,100,282
Total expenses
$128,573,143
Contributions and grants received
$42,028,383
Grants paid
$58,122,448
Program services expenses (Part IX)
$103,830,942
Management and general expenses
$21,301,598
Fundraising expenses
$3,440,603
Program service expenses (Part III)
$103,830,942

Program services were 80.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JORGE G GONZALEZ

    PRESIDENT

    Total calculated
    $573,933
    From this org
    $517,616
    From related orgs
    $0
    Other
    $56,317
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $514,686
    Bonus
    $0
    Other
    $2,930
    Deferred
    $35,396
    Nontaxable benefits
    $20,921
    Filer's total
    $573,933

  • S SI JOHNSON

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • HANS P MOREFIELD

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • AMY S COURTER

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • JODY L CLARK

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • JUDITH L BOLLINGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CHRISTINE C BODUROW

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARTHA CAMPBELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • YOUNG-JIN L CHANG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DONALD L HAFNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CHARLOTTE H HALL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JAMES N HEATH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • EDWIN R HORTELANO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • TERESA L KLINE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ROBERT J KOPECKY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CHRISTOPHER U LIGHT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MILO R MADOLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DONALD R PARFET

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • GAIL A RAIMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CHRISTOPHER P REYNOLDS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARY BETH SARHATT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • WILLIAM R STOERI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JON L STRYKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • AMY E UPJOHN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • M ELIZABETH WASHINGTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOSEPH FORRESTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOHN P JACK CLARK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ELIZABETH FIATOR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MIKKA DRYER

    ASSISTANT AND SECRETARY TO BOARD

    Total calculated
    $47,850
    From this org
    $37,216
    From related orgs
    $0
    Other
    $10,634
    Hours/week
    40

  • KAREN ISBLE

    VP COLLEGE ADVANCEMENT

    Total calculated
    $296,425
    From this org
    $245,394
    From related orgs
    $0
    Other
    $51,031
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,136
    Bonus
    $0
    Other
    $258
    Deferred
    $25,863
    Nontaxable benefits
    $25,168
    Filer's total
    $296,425

  • DANETTE JOHNSON

    PROVOST

    Total calculated
    $248,531
    From this org
    $202,111
    From related orgs
    $0
    Other
    $46,420
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,853
    Bonus
    $0
    Other
    $258
    Deferred
    $21,354
    Nontaxable benefits
    $25,066
    Filer's total
    $248,531

  • MJ HUEBNER

    VP ADMISSION AND FINANCIAL AID

    Total calculated
    $214,980
    From this org
    $186,414
    From related orgs
    $0
    Other
    $28,566
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,156
    Bonus
    $0
    Other
    $258
    Deferred
    $19,496
    Nontaxable benefits
    $9,070
    Filer's total
    $214,980

  • J MALCOLM SMITH

    VP FOR STUDENT DEV & DEAN OF STUDENTS

    Total calculated
    $231,430
    From this org
    $186,650
    From related orgs
    $0
    Other
    $44,780
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,512
    Bonus
    $0
    Other
    $138
    Deferred
    $19,750
    Nontaxable benefits
    $25,030
    Filer's total
    $231,430

  • LISA VANDEWEERT

    VP FOR BUSINESS & FINANCE, ASST. TREASURER

    Total calculated
    $274,361
    From this org
    $225,436
    From related orgs
    $0
    Other
    $48,925
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,298
    Bonus
    $0
    Other
    $138
    Deferred
    $23,803
    Nontaxable benefits
    $25,122
    Filer's total
    $274,361

  • MELANIE WILLIAMS

    ASST. AND SECRETARY TO BOARD - PART YEAR

    Total calculated
    $75,539
    From this org
    $62,774
    From related orgs
    $0
    Other
    $12,765
    Hours/week
    40

  • TODD WATSON

    ASSOCIATE VICE PRESIDENT, IS CIO

    Total calculated
    $181,560
    From this org
    $144,777
    From related orgs
    $0
    Other
    $36,783
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,639
    Bonus
    $0
    Other
    $138
    Deferred
    $15,546
    Nontaxable benefits
    $21,237
    Filer's total
    $181,560

  • PETER ERDI

    LUCE PROFESSOR COMPLEX SYSTEMS STUDIES

    Total calculated
    $174,811
    From this org
    $137,433
    From related orgs
    $0
    Other
    $37,378
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,197
    Bonus
    $0
    Other
    $1,236
    Deferred
    $14,671
    Nontaxable benefits
    $22,707
    Filer's total
    $174,811

  • ANDY MILLER

    ASSOCIATE VP FOR DEVELOPMENT

    Total calculated
    $165,874
    From this org
    $134,486
    From related orgs
    $0
    Other
    $31,388
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,396
    Bonus
    $0
    Other
    $90
    Deferred
    $14,622
    Nontaxable benefits
    $16,766
    Filer's total
    $165,874

  • SUSAN LINDEMANN

    ASSOCIATE VP FOR FACILITIES MANAGEMENT

    Total calculated
    $158,166
    From this org
    $125,036
    From related orgs
    $0
    Other
    $33,130
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,898
    Bonus
    $0
    Other
    $138
    Deferred
    $13,408
    Nontaxable benefits
    $19,722
    Filer's total
    $158,166

  • ERIC BARTH

    ASSISTANT PROVOST AND PROFESSOR OF MATH

    Total calculated
    $146,132
    From this org
    $124,056
    From related orgs
    $0
    Other
    $22,076
    Hours/week
    40

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 · Travel for companions
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE PRESIDENT'S SPOUSE ATTENDS SEMINARS ON TOPICS RELATED TO NETWORKING AND FUNDRAISING AND WORKS WITH THE PRESIDENT IN ATTENDING FUNDRAISING EVENTS WITH ALUMNI DONORS. THE COSTS ARE REIMBURSED BUSINESS EXPENSES UNDER AN ACCOUNTABLE PLAN. THE PRESIDENT IS REQUIRED TO LIVE IN HOUSING PROVIDED ON CAMPUS. THE VALUE OF THIS HOUSING IS EXCLUDED FROM TAXABLE INCOME.
PART I, LINE 3
THE COMPENSATION OF THE PRESIDENT IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, WHICH PROVIDES A REPORT AND RECOMMENDATION TO THE FULL BOARD AT THE BOARD'S JUNE MEETING. AS PART OF THIS PROCESS, THE COMPENSATION COMMITTEE REVIEWS THE PERFORMANCE OF THE PRESIDENT AGAINST MUTUALLY AGREED UPON GOALS. THE PRESIDENT'S COMPENSATION IS COMPARED TO A COHORT OF SIMILAR INSTITUTIONS. THE COMPENSATION COMMITTEE REVIEWS POTENTIAL CONFLICTS OF INTEREST AMONG BOARD MEMBERS WHO WILL VOTE ON THE PRESIDENT'S COMPENSATION. THE FULL BOARD THEN DELIBERATES AND VOTES ON THE COMMITTEE'S RECOMMENDATION DURING A PRIVATE SESSION OF THE BOARD. THE MINUTES OF THE BOARD OF TRUSTEES RECORD THE RECOMMENDATION AND DECISION OF THE BOARD. THE COMPENSATION COMMITTEE ALSO SUBMITS THE SUPPORTING DOCUMENTATION OF ITS REVIEW AND RECOMMENDATION FOR RETENTION IN THE BOARD'S ARCHIVES. THE BOARD'S DECISION IS INCLUDED IN A SALARY LETTER SENT TO THE PRESIDENT AND THE DIRECTOR OF HUMAN RESOURCES.
SCHEDULE J, PART I, LINE 4
PRESIDENT GONZALEZ PARTICIPATED IN, OR RECEIVED PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND THE COLLEGE CONTRIBUTED $20,000.

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

No itemized grants to organizations on this return.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
24 March 2025
IRS schema version
2023v6.0
Source object
202500859349300730

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

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