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← UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC

Form 990 for tax year 2023

Filed by UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC.

Totals

Total revenue
$31,855,835
Total expenses
$31,851,065
Contributions and grants received
$13,649,823
Grants paid
$11,741,782
Program services expenses (Part IX)
$14,284,261
Management and general expenses
$5,845,178
Fundraising expenses
$11,721,626
Program service expenses (Part III)
$14,284,261

Program services were 44.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • THOMAS F ACKERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CAREN P ARNSTEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DOUGLAS A BERTHIAUME

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JAMES R BUONOMO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MICHELLE A CARDINAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PAUL J CARNEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MADHURA V CHACKO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CHRISTOPHER F COLEMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DENISE M COLL

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • ROBERT L EPSTEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DANIEL E FEDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ROBERT S FELDMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DAVID G FUBINI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BENJAMIN J GALLACHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • HAOHAO GUO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • GEORGE K HERTZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KAREN M PETERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ELIZABETH A HUSTED

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PAMELA M JACOBS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CHRISTOPHER LITSTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PAUL MANGANARO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • NICHOLAS C MARKEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JAMES S PALERMO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • NANCY J ROSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KIMBERLY E SHERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CHARLES H SHERWOOD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JOHN N SPINNEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PETER G TROVATO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PATRICK J VEALE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL J WEIR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JAMES R JULIAN

    EX-OFFICIO DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANDREW P MANGELS

    EX-OFFICIO DIRECTOR

    Total calculated
    $410,095
    From this org
    $0
    From related orgs
    $340,051
    Other
    $70,044
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $337,620 related
    Bonus
    $0
    Other
    $0 + $2,431 related
    Deferred
    $0 + $56,366 related
    Nontaxable benefits
    $0 + $13,678 related
    Filer's total
    $0 + $410,095 related

  • PATRICIA A PARCELLIN

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • SHAUN P FITZGERALD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CHRISTINE G SAVAGE

    SECRETARY/CLERK

    Total calculated
    $0
    Hours/week
    2

  • MATTHEW O LITTLEFIELD

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • JAMES G HUNT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JOHN F KENNEDY

    EX-OFFICIO DIRECTOR

    Total calculated
    $515,400
    From this org
    $0
    From related orgs
    $371,257
    Other
    $144,143
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $370,350 related
    Bonus
    $0
    Other
    $0 + $907 related
    Deferred
    $0 + $98,194 related
    Nontaxable benefits
    $0 + $45,949 related
    Filer's total
    $0 + $515,400 related

  • MICHAEL F MALONE

    EX-OFFICIO DIRECTOR

    Total calculated
    $546,225
    From this org
    $0
    From related orgs
    $429,252
    Other
    $116,973
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $423,909 related
    Bonus
    $0
    Other
    $0 + $5,343 related
    Deferred
    $0 + $70,772 related
    Nontaxable benefits
    $0 + $46,201 related
    Filer's total
    $0 + $546,225 related

  • JAVIER A REYES

    EX-OFFICIO DIRECTOR

    Total calculated
    $377,906
    From this org
    $0
    From related orgs
    $295,036
    Other
    $82,870
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $258,462 related
    Bonus
    $0
    Other
    $0 + $36,574 related
    Deferred
    $0 + $65,113 related
    Nontaxable benefits
    $0 + $17,757 related
    Filer's total
    $0 + $377,906 related

  • ARWEN S DUFFY -PRESIDENT

    UMASS 1/1 TO 4/30; UMAF 5/1 TO 12/31

    Total calculated
    $664,045
    From this org
    $350,063
    From related orgs
    $203,564
    Other
    $110,418
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $262,154 + $149,077 related
    Bonus
    $65,479
    Other
    $22,430 + $54,487 related
    Deferred
    $45,683 + $31,299 related
    Nontaxable benefits
    $15,513 + $17,923 related
    Filer's total
    $411,259 + $252,786 related

  • SEVERINE BELTRAMO-ASST VP FINANCE

    UMASS 1/1 TO 5/1; UMAF 5/2 TO 12/31

    Total calculated
    $185,549
    From this org
    $126,849
    From related orgs
    $39,051
    Other
    $19,649
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $95,404 + $31,429 related
    Bonus
    $11,600
    Other
    $19,845 + $7,622 related
    Deferred
    $12,721 + $5,247 related
    Nontaxable benefits
    $1,673 + $8 related
    Filer's total
    $141,243 + $44,306 related

  • KIMBERLY DUMPSON-VP ADVANCEMENT

    UMASS 1/1 TO 4/30; UMAF 5/1 TO 12/31

    Total calculated
    $420,106
    From this org
    $239,111
    From related orgs
    $108,321
    Other
    $72,674
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $214,111 + $100,481 related
    Bonus
    $25,000
    Other
    $0 + $7,840 related
    Deferred
    $24,077 + $21,096 related
    Nontaxable benefits
    $9,694 + $17,807 related
    Filer's total
    $272,882 + $147,224 related

  • MATTHEW CARLYON

    VICE PRESIDENT, DEVELOPMENT

    Total calculated
    $328,219
    From this org
    $277,081
    From related orgs
    $0
    Other
    $51,138
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,081
    Bonus
    $0
    Other
    $0
    Deferred
    $28,286
    Nontaxable benefits
    $22,852
    Filer's total
    $328,219

  • BANDITH VORASANE

    ASSOCIATE V.P. MARKETING & COMMUNICATIO

    Total calculated
    $221,790
    From this org
    $193,661
    From related orgs
    $0
    Other
    $28,129
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,661
    Bonus
    $0
    Other
    $0
    Deferred
    $19,542
    Nontaxable benefits
    $8,587
    Filer's total
    $221,790

  • KRISTINE ELISON

    SENIOR EXECUTIVE DIR. OF DEVELOPMENT

    Total calculated
    $225,731
    From this org
    $183,104
    From related orgs
    $0
    Other
    $42,627
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,104
    Bonus
    $0
    Other
    $0
    Deferred
    $19,148
    Nontaxable benefits
    $23,479
    Filer's total
    $225,731

  • DAVID BIANCAMANO

    ASSISTANT V.P., DEVELOPMENT

    Total calculated
    $247,680
    From this org
    $203,217
    From related orgs
    $0
    Other
    $44,463
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,217
    Bonus
    $10,000
    Other
    $0
    Deferred
    $21,779
    Nontaxable benefits
    $22,684
    Filer's total
    $247,680

  • MARY-KNIGHT YOUNG

    SENIOR EXECUTIVE DIR. OF DEVELOPMENT

    Total calculated
    $226,076
    From this org
    $191,953
    From related orgs
    $0
    Other
    $34,123
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,953
    Bonus
    $0
    Other
    $0
    Deferred
    $19,729
    Nontaxable benefits
    $14,394
    Filer's total
    $226,076

  • NICOLE HENDRIX

    SENIOR EXECUTIVE DIR. OF DEVELOPMENT

    Total calculated
    $209,208
    From this org
    $168,424
    From related orgs
    $0
    Other
    $40,784
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,424
    Bonus
    $0
    Other
    $0
    Deferred
    $18,129
    Nontaxable benefits
    $22,655
    Filer's total
    $209,208

  • JOSEPH JAYNE

    SENIOR DIRECTOR, GIFT PLANNING

    Total calculated
    $186,106
    From this org
    $147,891
    From related orgs
    $0
    Other
    $38,215
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,891
    Bonus
    $0
    Other
    $0
    Deferred
    $15,300
    Nontaxable benefits
    $22,915
    Filer's total
    $186,106

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 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 4B
THE ORGANIZATION HAS A NON-QUALIFIED DEFERRED COMPENSATION AGREEMENT WITH TWO OF ITS OFFICERS, ARWEN DUFFY AND KIMBERLY DUMPSON. TOTAL ANNUAL CONTRIBUTIONS UNDER THIS AGREEMENT FOR THE YEAR ENDED JUNE 20, 2024 AMOUNTED TO $35,800.

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

  • UNIVERSITY OF MASSACHUSETTS AMHERST

    $10,598,741

    SUPPORT UNIVERSITY PROGRAMS; CONTRIBUTE TO ART/HISTORY COLLECTION

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.

  • UNIVERSITY OF MASSACHUSETTS AMHERST

    SECTION 115 · HIGHER EDUCATION · MA

Provenance

Return type
form_990
Tax year
2023
Filed
16 April 2025
IRS schema version
2023v6.0
Source object
202521349349307217

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

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