Form 990 for tax year 2023
Filed by TRUSTEES OF MOUNT HOLYOKE COLLEGE.
Totals
- Total revenue
- $255,831,582
- Total expenses
- $265,136,935
- Contributions and grants received
- $36,728,977
- Grants paid
- $83,259,627
- Program services expenses (Part IX)
- $223,691,892
- Management and general expenses
- $33,349,001
- Fundraising expenses
- $8,096,042
- Program service expenses (Part III)
- $223,691,892
Program services were 84.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DANIELLE HOLLEY
PRESIDENT
- Total calculated
- $330,753
- From this org
- $256,921
- From related orgs
- $0
- Other
- $73,832
- Hours/week
- 65 + 1 related
Schedule J breakdown matched by us
- Base
- $253,903
- Bonus
- $0
- Other
- $3,018
- Deferred
- $42,623
- Nontaxable benefits
- $31,209
- Filer's total
- $330,753
-
KIRA BANKS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4 + 0.1 related
-
CARLY BASILE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 0.1 related
-
ROBERTA CORDANO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 0.1 related
-
SALLY DURDAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 6 + 0.1 related
-
ASHANTA EVANS BLACKWELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 2.1 related
-
ADAM FALK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 0.1 related
-
CARRIANNA K FIELD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4 + 0.1 related
-
NANCIE FIMBEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 0.1 related
-
SARITA GUPTA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 0.1 related
-
MARY HUGHES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4 + 0.1 related
-
ELLEN HYDE PACE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 10.1 related
-
FARAH KHAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4 + 0.1 related
-
MONICA LANDRY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4 + 0.1 related
-
JOUD MAR'I
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 0.1 related
-
ANNE MCKENNY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4 + 0.1 related
-
AVICE MEEHAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 0.1 related
-
LOURDES MELGAR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 0.1 related
-
MARKEISHA MINER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 0.1 related
-
NATASHA MOHANTY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 0.1 related
-
HALLIE NATH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4 + 0.1 related
-
RHYNETTE NORTHCROSS HURD
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 4 + 0.1 related
-
RAJ SESHADRI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 0.1 related
-
KARENA STRELLA
CHAIR
- Total calculated
- $0
- Hours/week
- 8 + 0.1 related
-
MONA SUTPHEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 0.1 related
-
TRISH WALSH
TRUSTEE (THRU 03/26/24)
- Total calculated
- $0
- Hours/week
- 2 + 0.1 related
-
LOUISE WASSO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4 + 0.1 related
-
ELIZABETH WEATHERMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 6 + 0.1 related
-
SHELLEY WEINER SHEINKOPF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 0.1 related
-
SHIRLEY WILCHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 0.1 related
-
KASSANDRA JOLLEY
VP FOR COLLEGE RELATIONS
- Total calculated
- $386,632
- From this org
- $325,637
- From related orgs
- $0
- Other
- $60,995
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $325,637
- Bonus
- $0
- Other
- $0
- Deferred
- $34,610
- Nontaxable benefits
- $26,385
- Filer's total
- $386,632
-
KIJUA SANDERS-MCMURTRY
VP FOR EQUITY & INCLUSION
- Total calculated
- $281,906
- From this org
- $243,174
- From related orgs
- $0
- Other
- $38,732
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $233,174
- Bonus
- $0
- Other
- $10,000
- Deferred
- $25,972
- Nontaxable benefits
- $12,760
- Filer's total
- $281,906
-
MARCELLA RUNELL HALL
VP FOR STUD LIFE & DEAN OF STUDENTS
- Total calculated
- $277,714
- From this org
- $209,768
- From related orgs
- $0
- Other
- $67,946
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $209,768
- Bonus
- $0
- Other
- $0
- Deferred
- $22,916
- Nontaxable benefits
- $45,030
- Filer's total
- $277,714
-
ROBIN RANDALL
VP FOR ENROLLMENT MANAGEMENT
- Total calculated
- $271,298
- From this org
- $221,516
- From related orgs
- $0
- Other
- $49,782
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $221,516
- Bonus
- $0
- Other
- $0
- Deferred
- $24,085
- Nontaxable benefits
- $25,697
- Filer's total
- $271,298
-
BETT SCHUMACHER
SECRETARY OF THE COLLEGE
- Total calculated
- $311,395
- From this org
- $255,910
- From related orgs
- $0
- Other
- $55,485
- Hours/week
- 55 + 1 related
Schedule J breakdown matched by us
- Base
- $225,364
- Bonus
- $0
- Other
- $30,546
- Deferred
- $24,683
- Nontaxable benefits
- $30,802
- Filer's total
- $311,395
-
AMBER DOUGLAS
VP FOR STUD SUCC & DEAN OF COLLEGE
- Total calculated
- $127,135
- From this org
- $113,982
- From related orgs
- $0
- Other
- $13,153
- Hours/week
- 55
-
LISA SULLIVAN
PROVOST & DEAN OF FACULTY
- Total calculated
- $385,349
- From this org
- $308,288
- From related orgs
- $0
- Other
- $77,061
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $293,288
- Bonus
- $0
- Other
- $15,000
- Deferred
- $31,672
- Nontaxable benefits
- $45,389
- Filer's total
- $385,349
-
CARL RIES
VP FOR FIN & ADMIN & TREASURER
- Total calculated
- $168,438
- From this org
- $152,228
- From related orgs
- $0
- Other
- $16,210
- Hours/week
- 55 + 1 related
Schedule J breakdown matched by us
- Base
- $152,228
- Bonus
- $0
- Other
- $0
- Deferred
- $15,992
- Nontaxable benefits
- $218
- Filer's total
- $168,438
-
ANA YANKOVA
CHIEF INVESTMENT OFFICER
- Total calculated
- $1,088,211
- From this org
- $975,549
- From related orgs
- $0
- Other
- $112,662
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $462,449
- Bonus
- $513,100
- Other
- $0
- Deferred
- $82,850
- Nontaxable benefits
- $29,812
- Filer's total
- $1,088,211
-
ALEXANDER WIRTH-CAUCHON
CIO & EXEC DIR-LIB INFO
- Total calculated
- $260,117
- From this org
- $209,019
- From related orgs
- $0
- Other
- $51,098
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $209,019
- Bonus
- $0
- Other
- $0
- Deferred
- $22,756
- Nontaxable benefits
- $28,342
- Filer's total
- $260,117
-
ELIZABETH MARKOVITS
ASSOC PROVOST & ASSOC DEAN OF FACULTY
- Total calculated
- $235,222
- From this org
- $185,894
- From related orgs
- $0
- Other
- $49,328
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $185,894
- Bonus
- $0
- Other
- $0
- Deferred
- $20,351
- Nontaxable benefits
- $28,977
- Filer's total
- $235,222
-
KARLA YOUNGBLOOD
AVP FOR FACILITIES MANAGEMENT
- Total calculated
- $237,725
- From this org
- $191,601
- From related orgs
- $0
- Other
- $46,124
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $191,601
- Bonus
- $0
- Other
- $0
- Deferred
- $20,628
- Nontaxable benefits
- $25,496
- Filer's total
- $237,725
-
NATALIE HERTER
DIRECTOR, INVESTMENT OFFICE
- Total calculated
- $204,057
- From this org
- $203,815
- From related orgs
- $0
- Other
- $242
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $203,815
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $242
- Filer's total
- $204,057
-
THOMAS COTE
DIRECTOR, INVESTMENT OFFICE
- Total calculated
- $421,523
- From this org
- $357,125
- From related orgs
- $0
- Other
- $64,398
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $230,000
- Bonus
- $127,125
- Other
- $0
- Deferred
- $38,046
- Nontaxable benefits
- $26,352
- Filer's total
- $421,523
-
BEVERLY DANIEL TATUM
FMR PRESIDENT
- Total calculated
- $337,677
- From this org
- $293,873
- From related orgs
- $0
- Other
- $43,804
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $293,873
- Bonus
- $0
- Other
- $0
- Deferred
- $30,321
- Nontaxable benefits
- $13,483
- Filer's total
- $337,677
-
DOROTHY E KNIGHT-MOSBY
FMR VP ACAD AFF & DEAN OF FACULTY
- Total calculated
- $128,227
- From this org
- $114,333
- From related orgs
- $0
- Other
- $13,894
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $114,333
- Bonus
- $0
- Other
- $0
- Deferred
- $12,160
- Nontaxable benefits
- $1,734
- Filer's total
- $128,227
-
PATRICIA GALLAGHER
FMR TREASURER
- Total calculated
- $141,082
- From this org
- $108,661
- From related orgs
- $0
- Other
- $32,421
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $108,661
- Bonus
- $0
- Other
- $0
- Deferred
- $12,447
- Nontaxable benefits
- $19,974
- Filer's total
- $141,082
-
MARY JO MAYDEW
FMR VP FOR FINANCE & ADMINSTRATION
- Total calculated
- $129,569
- From this org
- $117,125
- From related orgs
- $0
- Other
- $12,444
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $117,125
- Bonus
- $0
- Other
- $0
- Deferred
- $12,298
- Nontaxable benefits
- $146
- Filer's total
- $129,569
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
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
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
- 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 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 2023 WAS $15,000 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 DIRECTOR OF INVESTMENTS ALSO RECEIVED A NON-FIXED PAYMENT WHICH IS REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II). THE NON-FIXED PAYMENT WAS BASED ON CRITERIA SET BY THE CHIEF INVESTMENT OFFICER AND ULTIMATELY APPROVED BY THE PRESIDENT AND INVESTMENT COMMITTEE.
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
-
$20,269
SUB-AWARD FOR GRANT RESEARCH
-
$13,313
SUB-AWARD FOR GRANT RESEARCH
-
$11,543
GEN SUPPORT FOR LOCAL PUBLIC RADIO STATION
-
$11,113
SUB-AWARD FOR GRANT RESEARCH
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
-
ALUM ASSOC OF MOUNT HOLYOKE COLLEGE
501(C)(3) · ALUM 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
- 2023
- Filed
- 12 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541339349306969
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