2023-05-15T10:42:59-05:00 2022-06-30 PRICEWATERHOUSECOOPERS LLP 101 SEAPORT BLVD SUITE 500 BOSTON MA 02210 990 2021-07-01 041843040 THE TRUSTEES OF THE SMITH COLLEGE % JILLIAN MCGRATH TRUS 4135852200 COLLEGE HALL 204 10 ELM STREET NORTHAMPTON MA 01063 DAVID DESWERT EVP F&A & TREASURER 4135852200 2023-05-11 true DAVID DESWERT 999009999 PAUL TANIS P01441612 6175305000 2023-05-09 2 2021 2023-04-26 12:10:37Z KATHLEEN MCCARTNEY COLLEGE HALL 204 10 ELM ST NORTHAMPTON MA 01063 1749341765 false X WWW.SMITH.EDU X 1871 MA SEE SCHEDULE O 31 30 3880 5000 0 0 101443020 60738510 143786700 207100530 230475872 435730855 5799518 7593853 481505110 711163748 73604087 96288376 0 0 131488950 149266979 0 0 6302317 87276093 123937303 292369130 369492658 189135980 341671090 3541477640 3540762539 489734500 580026627 3051743140 2960735912 X SMITH COLLEGE EDUCATES WOMEN OF PROMISE FOR LIVES OF DISTINCTION AND PURPOSE. A COLLEGE OF AND FOR THE WORLD, SMITH COLLEGE LINKS THE POWER OF THE LIBERAL ARTS TO EXCELLENCE IN RESEARCH AND SCHOLARSHIP, DEVELOPING LEADERS FOR SOCIETY'S CHALLENGES. SEE SCHEDULE O. false false 271329756 88645013 189544794 *UNDERGRADUATE EDUCATIONAL PROGRAMS* PLEASE SEE SCHEDULE O FOR DETAIL 12791954 4009198 9023694 *THE SCHOOL FOR SOCIAL WORK* PLEASE SEE SCHEDULE O FOR DETAIL 3643728 3049047 3354661 *GRADUATE EDUCATIONAL PROGRAM* PLEASE SEE SCHEDULE O FOR DETAIL 7087079 585118 11843557 294852517 true true false false false false false true true true true true false false true true false true true true true false true false false false false true true true true false false false false false true false false true false true true false false false true true true false false true 3837 0 true 3880 true true true true FR GM IT SZ false false false false false false false false false true X 31 30 false false true false false false false true true false false true true true true true true true true false CA MA X X JILLIAN MCGRATH 4135852200 COLLEGE HALL 204 10 ELM STREET NORTHAMPTON MA 01063 X KATHLEEN MCCARTNEY PRESIDENT 40.0 0.0 X X 737855 0 177133 BETH B RAFFELD VP FOR DEVELOPMENT 40.0 0.0 X 462222 0 37818 DAVID C DESWERT EVP F&A & Treasurer 40.0 0.0 X 358797 0 46624 LISA M HOWIE CHIEF INVESTMENT OFFICER 40.0 0.0 X 346684 0 44063 LAURIE FENLASON VP FOR PUBLIC AFFAIRS 40.0 0.0 X 306098 0 55420 SAMANTHA S EARP VP FOR IT 40.0 0.0 X 274217 0 64035 JAMES GRAY AVP FACILITIES & OPERATIONS 40.0 0.0 X 281153 0 44120 MICHAEL T THURSTON PROVOST & DEAN OF THE FACULTY 40.0 0.0 X 254596 0 63248 BAISHAKHI TAYLOR DEAN OF COLLEGE/VP CAMPUS LIFE 40.0 0.0 X 267908 0 46313 MARIANNE YOSHIOKA DEAN OF SSW 40.0 0.0 X 266847 0 41665 JOSEPH O'ROURKE PROFESSOR 40.0 0.0 X 254780 0 50350 JULIA YAGER VP OF COLLEGE RELATIONS & COMM 40.0 0.0 X 285607 0 16828 ANNE-MARIE SZMYT AVP FOR HR 40.0 0.0 X 224117 0 57422 LEONARD BERKMAN PROFESSOR 40.0 0.0 X 217910 0 26704 MATTHEW MOTYKA ASSOC TREASURER & CONTROLLLER 40.0 0.0 X 180996 0 50183 AUDREY YALE SMITH VP ENROLLMENT (THRU 6/30/21) 40.0 0.0 X 166585 0 32098 ELENA J PALLADINO SECRETARY 40.0 0.0 X 117839 0 43434 SUSAN M ETHEREDGE DEAN/VP CAMPUS LIFE 40.0 0.0 X 124889 0 23842 DEBORAH KEIKO REEVES BERGER TRUSTEE 5.0 0.0 X 0 0 0 MADELEINE MORGAN FACKLER TRUSTEE 5.0 0.0 X 0 0 0 MARCIA L MACHARG TRUSTEE 5.0 0.0 X 0 0 0 MOHSEN MOSTAFAVI TRUSTEE 5.0 0.0 X 0 0 0 BEVERLY A MORGAN-WELCH TRUSTEE 5.0 0.0 X 0 0 0 ALISON OVERSETH TRUSTEE, CHAIR 5.0 0.0 X 0 0 0 PATRICIA FRIEDMAN RIBAKOFF TRUSTEE 5.0 0.0 X 0 0 0 BEVERLY DANIEL TATUM TRUSTEE 5.0 0.0 X 0 0 0 DEBORAH LINDENAUER WEINBERG TRUSTEE 5.0 0.0 X 0 0 0 MATTIE PETERSON COMPTON TRUSTEE, VICE CHAIR 5.0 0.0 X 0 0 0 DEBORAH DECOTIS TRUSTEE 5.0 0.0 X 0 0 0 CYNTHIA MEYN TRUSTEE 5.0 0.0 X 0 0 0 SUSAN MAY MOLINEAUX TRUSTEE, VICE CHAIR 5.0 0.0 X 0 0 0 SHARMEEN OBAID-CHINOY TRUSTEE 5.0 0.0 X 0 0 0 MARGARET WURTELE TRUSTEE 5.0 0.0 X 0 0 0 FARAH CHAMPSI TRUSTEE 5.0 0.0 X 0 0 0 ANU AIYENGAR TRUSTEE 5.0 0.0 X 0 0 0 PAMELA J CRAIG TRUSTEE 5.0 0.0 X 0 0 0 ABIGAIL EDWARDS TRUSTEE 5.0 0.0 X 0 0 0 LILE R GIBBONS TRUSTEE 5.0 0.0 X 0 0 0 TERRY W HARTLE TRUSTEE 5.0 0.0 X 0 0 0 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EDUCATION & SUMMER PROGRAMS 611310 1442286 1442286 CAMPUS SCHOOL & CENTER FOR EARLY CHILDHOOD 611600 3735095 3735095 207100530 19456285 19456285 0 66152 66152 2986812 2125287 861525 0 861525 861525 1451797475 1035522905 416274570 416274570 416274570 0 0 0 0 0 0 607623 529825 77798 77798 DEPARTMENTAL 611600 2567414 2567414 REBATES AND REIMBURSEMENTS 721000 2072710 2072710 GENERAL SERVICES 611600 1410530 1410530 537724 537724 6588378 711163748 213766706 436658532 628447 628447 93967853 93967853 1692076 1692076 0 5024007 4510341 513666 156300 156300 106753319 86640747 16523393 3589179 9117882 7973957 806772 337153 19359222 15317480 3325677 716065 8856249 6943706 1587329 325214 0 798959 67303 731656 313017 34914 278103 0 0 21305909 21305909 14854624 7919397 6634624 300603 157165 70960 86036 169 1219258 470850 698016 50392 7265877 3220987 3972640 72250 0 12369736 10991319 1378346 71 1639003 1271975 260380 106648 0 1606279 1154444 385095 66740 14422856 13694365 671624 56867 0 21105175 20335642 751886 17647 3532508 287765 3244743 PROVISIONS 5644806 5543439 100361 1006 BOOKS,PERIODICALS,PUBLICATIONS 5323964 4828852 488394 6718 DEPARTMENTAL 8023621 7809529 72163 141929 COLLEGE COLLABORATION EXP 1207110 682774 524336 0 3147436 3147436 369492658 294852517 68337824 6302317 453401 1093456 129652689 208814370 87448101 72743603 6028240 7593192 0 45765 0 0 5092104 4937720 1107673 1089800 10053916 9222456 1040121591 424249803 597670174 615871788 236970853 478586197 2462226577 2134384976 2334756 2328996 0 0 2439156 4050220 3541477640 3540762539 27894211 28946642 0 0 6523672 7239829 72960000 72960000 11744794 12187096 0 0 1574559 1512831 290608562 390574781 78428702 66605448 489734500 580026627 X 909042915 889943657 2142700225 2070792255 3051743140 2960735912 3541477640 3540762539 X 341671090 -439757833 7079515 X false true X true true true X 65089180 50316361 69860771 101443020 60738510 347447842 0 0 65089180 50316361 69860771 101443020 60738510 347447842 42762817 304685025 17833165 12389991 19302003 12997358 22443097 84965614 0 1017349 773691 680949 436515 607623 3516127 435929583 1018309776 0.69893 0.70432 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 802722 72014470 X X X X X TEACHING PRIMARY RESEARCH METHODS false false true X 2559082629 41695530 -13195108 42848801 72529960 4208586 2467995704 1907178022 33524285 712279624 34886163 58374432 638707 2559082629 1913252543 49022794 35832489 34080356 55521927 1327521 1907178022 1875092651 12593335 119836373 34373370 57606484 2289962 1913252543 1767465922 30112881 168979224 33155169 53704678 4605529 1875092651 0.20620 0.23790 0.55590 true false 4568678 4721368 9290046 16487096 796225537 321331591 491381042 0 0 0 0 162207926 91763814 70444112 55910986 11154398 44756588 615871788 LIMITED PARTNERSHIPS 2112183835 F FUNDS HELD BY OUTSIDE TRUSTEE 22201141 F 2134384976 0 INTEREST RATE SWAPS 7079411 LIFE INCOME OBLIGATIONS 20138642 POST RETIREMENT AND SEPARATION 5438315 FIN 47 OBLIGATION 23154269 LEASE LIABILITIES 10794811 66605448 X SCHEDULE D, PART III, LINE 4 FROM ITS BEGINNING IN THE 1870'S, THE SMITH COLLEGE MUSEUM OF ART (SCMA) HAS BEEN GUIDED BY THE UNDERSTANDING THAT ORIGINAL WORKS OF ART CAN BE A POWERFUL COMPONENT OF THE LIBERAL ARTS EDUCATION, EMBODYING AESTHETIC REWARDS AND A WEALTH OF INFORMATION ABOUT HISTORY AND HUMAN CULTURE. THE COMMITMENT TO FORMING AN ART COLLECTION THAT WOULD BE A VITAL PART OF EDUCATIONAL EXPERIENCES WAS ARTICULATED AS ONE OF THE FOUNDING GOALS OF SMITH COLLEGE. THE MUSEUM THAT HAS GROWN FROM THAT EARLY VISION HAS EVOLVED IN CONCERT WITH THE ACADEMIC PROGRAM IT EXISTS TO SUPPORT. TODAY SCMA IS WIDELY RECOGNIZED AS ONE OF THE LEADING ACADEMIC MUSEUMS IN THE NATION, CONTRIBUTING MEANINGFULLY TO SMITH COLLEGE'S MISSION TO EDUCATE WOMEN OF PROMISE FOR LIVES OF DISTINCTION AND PURPOSE. THE MUSEUM'S PERMANENT COLLECTION INCLUDES WORKS CREATED FROM ANTIQUITY TO THE PRESENT DAY BY ARTISTS FROM AROUND THE WORLD. IT INCLUDES PAINTINGS, SCULPTURE, WORKS ON PAPER (PRINTS, DRAWINGS, PHOTOGRAPHY, AND BOOKS), DECORATIVE ARTS, VIDEO, AND MULTIMEDIA INSTALLATIONS. THE SMITH COLLEGE LIBRARIES ADVANCE TEACHING, LEARNING, RESEARCH, AND DISCOVERY FOR SMITH STUDENTS, FACULTY AND STAFF BY OFFERING COLLECTIONS IN MULTIPLE FORMATS, PROVIDING ACCESS TO INFORMATION WORLDWIDE, AND ESTABLISHING SERVICES AND LEARNING ENVIRONMENTS RESPONSIVE TO USERS' NEEDS. THE LIBRARIES FURTHER SUPPORT WOMEN'S EDUCATION THROUGH AN INTERNATIONALLY RECOGNIZED REPOSITORY OR ARCHIVES AND MANUSCRIPTS DOCUMENTING THE HISTORY OF WOMEN. THE LIBRARIES HOLD MORE THAN 1.4 MILLION ITEMS INCLUDING BOOKS, PERIODICALS, MICROFORMS, MAPS, SCORES, RECORDINGS, MANUSCRIPTS, GRAPHIC ARTS, MEMORABILIA AND CUNEIFORM TABLETS. SCHEDULE D, PART IV, LINE 2B THE COLLEGE IS THE FISCAL AGENT FOR THE ALUMNAE ASSOCIATION OF SMITH COLLEGE; SMITH STUDENTS' AID SOCIETY INC.; SMITH COLLEGE CLUB OF NEW YORK CITY; AND THE PERKINS LOAN PROGRAM. SCHEDULE D, PART V, LINE 4 THE SMITH COLLEGE ENDOWMENT PROVIDES CRITICAL FUNDING THAT SUPPORTS FINANCIAL AID, SHAPES THE COMPOSITION OF THE FACULTY, MAINTAINS AND EXPAND FACILITIES, AND UNDERWRITES NEW INITIATIVES AND PROGRAMS. THE ENDOWMENT HAS GROWN TO PROVIDE APPROXIMATELY 42% OF OPERATING REVENUE. SMITH'S STRONG AND PRUDENT FINANCIAL MANAGEMENT ENSURES THE PURCHASING POWER OF THE ENDOWMENT FOR GENERATIONS TO COME. TOP FOUR USES OF THE ENDOWMENT FOR FY2022 WERE AS FOLLOWS: FINANCIAL AID 37%, FACULTY COMPENSATION AND RESEARCH 22%, GENERAL OPERATIONS 21%, ACADEMIC AND OTHER DEPARTMENTAL SUPPORT 20%. SCHEDULE D, PART X, LINE 2 THE COLLEGE IS AN ORGANIZATION DESCRIBED UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(A) OF THE CODE AND APPLICABLE STATE LAWS. THE COLLEGE BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. true true false true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 NON-DISCRIMINATION POLICY DUE TO ITS NATIONAL & INTERNATIONAL AUDIENCES FOR STUDENTS AND EMPLOYEES, SMITH COLLEGE INCLUDES ITS NOTICE OF NONDISCRIMINATION IN ALL PRINTED MARKETING MATERIALS ONLINE. SMITH COLLEGE IS COMMITTED TO MAINTAINING A DIVERSE COMMUNITY IN AN ATMOSPHERE OF MUTUAL RESPECT AND APPRECIATION OF DIFFERENCES. SMITH COLLEGE DOES NOT DISCRIMINATE IN ITS EDUCATIONAL AND EMPLOYMENT POLICIES ON THE BASES OF RACE, COLOR, CREED, RELIGION, NATIONAL/ETHNIC ORIGIN, SEX, SEXUAL ORIENTATION, GENDER IDENTITY AND EXPRESSION, GENETIC INFORMATION, AGE, DISABILITY, OR SERVICE IN THE MILITARY OR OTHER ARMED SERVICES. SMITH'S ADMISSION POLICIES AND PRACTICES ARE GUIDED BY THE SAME PRINCIPLE, CONCERNING APPLICANTS TO THE UNDERGRADUATE PROGRAM WHO IDENTIFY AS WOMEN, AND ALL APPLICANTS TO THE GRADUATE PROGRAMS. SMITH COLLEGE MEETS THE REQUIREMENTS OF SECTIONS 4.01 THROUGH 4.05 OF REV. PROC 75-50, COVERING RACIAL NONDISCRIMINATION, BECAUSE IT DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM AROUND THE U.S. AND WORLD, ENROLLS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS, AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS. SCHEDULE E, PART I, LINE 6A SMITH COLLEGE RECEIVED FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCIES FOR THE BENEFIT OF ITS STUDENTS. true Europe (Including Iceland and Greenland) 4 8 Program Services COLLEGE STUDY PROGRAM 1136957 South America 0 0 Grantmaking SCHOLARSHIP/PRIZES 13440 Europe (Including Iceland and Greenland) 0 0 Grantmaking SCHOLARSHIP/PRIZES 1448361 East Asia and the Pacific 0 0 Grantmaking SCHOLARSHIP/PRIZES 118931 Middle East and North Africa 0 0 Grantmaking SCHOLARSHIP/PRIZES 82248 South America 0 0 Grantmaking Scholarship/Prizes 29096 Europe (Including Iceland and Greenland) 0 0 Investments INVESTMENT 58090 Central America and the Caribbean 0 0 Investments INVESTMENT 499028324 4 8 4 8 501915447 501915447 FINANCIAL AID East Asia and the Pacific 4 118931 CASH N/A FMV FINANCIAL AID Europe (Including Iceland and Greenland) 53 1448361 CASH N/A FMV FINANCIAL AID South Asia 1 29096 CASH N/A FMV FINANCIAL AID South America 1 13440 CASH N/A FMV FINANCIAL AID Middle East and North Africa 2 82248 CASH N/A FMV true false true true true false SCHEDULE F, PART I, LINE 2 SMITH COLLEGE AWARDS SCHOLARSHIP GRANTS AND LOANS TO STUDENTS WHO DEMONSTRATE FINANCIAL NEED. EACH FAMILY SUBMITS A CONFIDENTIAL QUESTIONNARE THAT IS ASSESSED WITH THE GUIDELINES ISSUED BY THE COLLEGE SCHOLARSHIP SERVICE TO DEFINE NEED. SMITH MEETS THE FULL DEMONSTRATED FINANCIAL NEED OF ITS STUDENTS WITH A COMBINATION OF LOANS AND GRANTS. THE COLLEGE ALSO AWARDS SEVERAL MERIT-BASED GRANTS. WORK STUDY OPPORTUNITIES AND PAID INTERNSHIPS BASED ON RIGOUROUS ACADEMIC CRITERIA ARE OFFERED. EMERGENCY AND OTHER STUDENT FINANCIAL ASSISTANCE IS AVAILABLE DEPENDENT ON THE CIRCUMSTANCE WITH THE OBJECTIVE TO MEET THE STUDENT'S FULL DEMONSTRATED NEED. THE COLLEGE MONITORS ALL GRANTS TO INDIVIDUALS TO ENSURE THAT FUNDS ARE UTILIZED APPROPRIATELY. GRANTS APPLIED TO COVER TUITION AND OTHER FEES, ARE CONTINGENT ON ACADEMIC PROGRESS. INTERNSHIPS REQUIRE SATISFACTORY PARTICIPATION AND ACADEMIC CONTENT. OTHER FINANCIAL ASSISTANCE REQUIRES DEMONSTRATED NEED. SCHEDULE F, PART I, LINE 3 THE COLLEGE ENCOURAGES STUDY ABROAD FOR ALL OF ITS UNDERGRADUATE STUDENTS. THE COLLEGE OPERATES FOUR PROGRAMS IN EUROPE. ADDITIONALLY STUDENTS MAY ATTEND OTHER PREAPPROVED PROGRAMS ABROAD. THE COLLEGE AND ITS EMPLOYEES MAY ENGAGE IN OTHER ACTIVITIES SUCH AS RESEARCH AND FUNDRAISING. FOR STUDY ABROAD, STUDENTS PAY THE COLLEGE THE COMPREHENSIVE FEE NET OF AID IN ACCORDANCE WITH STANDARD COLLEGE FINANCIAL AID POLICIES AND PROCEDURES. THE COLLEGE PAYS FOREIGN SCHOOLS TO PROVIDE TEACHING AND ACCOMMODATIONS. FOREIGN TRAVEL AND OTHER EXPENSES REQUIRE FULL REPORTING UNDER THE COLLEGE'S ACCOUNTABLE PLAN FOR REIMBURSEMENT OF BUSINESS EXPENSES. THE COLLEGE'S INVESTMENT STRATEGY ENCOMPASSES A GLOBAL APPROACH TO INVESTMENT ACTIVITIES. THE ACTUAL LOCATION OF THESE INVESTMENTS MAY VARY SIGNIFICANTLY FROM THE LEGAL DOMICILE OF THE INVESTMENT VEHICLE (FUND-OF-FUNDS). SCHEDULE F, PART III EXPENDITURES PER REGION ARE REPORTED ON AN ACCRUAL BASIS, WHICH IS THE METHOD USED TO ACCOUNT FOR THEM IN THE ORGANIZATION'S BOOKS AND RECORDS. true NORTHAMPTON CHAMBER OF COMMERCE 99 PLEASANT STREET NORTHAMPTON MA 01060 041679420 501(C)(6) 33625 General Support CITY OF NORTHAMPTON City Hall 210 Main Street Northampton MA 01060 046001406 GOV'T 267667 General Support NEW ENGLAND PUBLIC RADIO FDN PO Box 2085 - Amherst MA 01004 046130523 501(C)(3) 11543 General Support FIVE COLLEGES INC 97 SPRING STREET AMHERST MA 01002 046134696 501(C)(3) 242700 GENERAL SUPPORT UNIVERSITY OF MASSACHUSETTS 333 SOUTH STREET SUITE 450 SHREWSBURY MA 01545 043167352 501(C)(3) 8200 GENERAL SUPPORT 3 2 Applied to Tuition/Fees Due to College 2689 87764828 FMV Academic Internships 1329 2243184 FMV Other Financial Assistance 2989 3404956 FMV Prizes 447 554885 FMV SCHEDULE I, PART I, LINE 2 Smith College awards scholarship grants and loans to students who are able to demonstrate financial need. Each student is required to submit a parent's confidential questionnaire which becomes the basis of determining need. Guidelines issued by the college scholarship service are used in ascertaining the financial requirement of the students. The financial need is generally met through a combination of loans and grants. Both are credited to the student's semester bill thus reducing the payment due to the college. The college also awards a relatively small number of merit-based grants. The college funds internships that meet rigorous academic criteria. Other financial assistance is provided to meet emergency type aid on a case-by-case basis. The college monitors all grants to individuals to ensure that funds are utilized appropriately. For grants applied to cover tuition and other fees, academic progress is required to ensure continued funding. Internships require proof of participation and satisfactory academic content. Other financial assistance requires demonstrated need. GRANTS TO ORGANIZATIONS ARE MADE BOTH TO GOVERNMENTAL ENTITIES AND THOSE RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS BEING DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C). SCHEDULE I, PART II, LINE 1 SMITH COLLEGE MAKES CONTRIBUTIONS TO THE GREATER NORTHAMPTON CHAMBER OF COMMERCE, A 501(C)6 ENTITY. THE GNCC'S MISSION IS TO BE A CATALYST FOR COLLABORATION AND INNOVATION THAT FOSTER'S A THRIVING ECONOMY AND COMMUNITY, IS INVIGORATED BY DIVERSITY, EQUITY, AND INCLUSION, AND SEEKS TO SUPPORT A VIBRANT DOWNTOWN WITH A DIVERSITY OF LOCAL SMALL BUSINESSES. CONTRIBUTIONS MADE TO THE GNCC ARE NOT USED FOR LOBBYING PURPOSES. X X X X true true X X X X X false true false false false false false true false KATHLEEN MCCARTNEY PRESIDENT 642013 0 71476 0 24366 0 105697 0 71436 0 914988 0 0 0 DAVID C DESWERT EVP F&A & Treasurer 336122 0 21475 0 1200 0 35697 0 10927 0 405421 0 0 0 ELENA J PALLADINO SECRETARY 113469 0 4016 0 354 0 13888 0 29546 0 161273 0 0 0 MATTHEW MOTYKA ASSOC TREASURER & CONTROLLLER 176377 0 3963 0 656 0 22039 0 28144 0 231179 0 0 0 MICHAEL T THURSTON PROVOST & DEAN OF THE FACULTY 241498 0 11470 0 1628 0 32172 0 31076 0 317844 0 0 0 AUDREY YALE SMITH VP ENROLLMENT (THRU 6/30/21) 125907 0 10766 0 29912 0 19522 0 12576 0 198683 0 0 0 BETH B RAFFELD VP FOR DEVELOPMENT 436956 0 21494 0 3772 0 35697 0 2121 0 500040 0 0 0 JAMES GRAY AVP FACILITIES & OPERATIONS 272263 0 6500 0 2390 0 34285 0 9835 0 325273 0 0 0 LAURIE FENLASON VP FOR PUBLIC AFFAIRS 297640 0 6477 0 1981 0 35697 0 19723 0 361518 0 0 0 SAMANTHA S EARP VP FOR IT 251057 0 21481 0 1679 0 34463 0 29572 0 338252 0 0 0 SUSAN M ETHEREDGE DEAN/VP CAMPUS LIFE 123650 0 765 0 474 0 13919 0 9923 0 148731 0 0 0 ANNE-MARIE SZMYT AVP FOR HR 216238 0 6470 0 1409 0 27833 0 29589 0 281539 0 0 0 JOSEPH O'ROURKE PROFESSOR 251531 0 1473 0 1776 0 31301 0 19049 0 305130 0 0 0 MARIANNE YOSHIOKA DEAN OF SSW 259081 0 1489 0 6277 0 31866 0 9799 0 308512 0 0 0 BAISHAKHI TAYLOR DEAN OF COLLEGE/VP CAMPUS LIFE 260624 0 6299 0 985 0 33110 0 13203 0 314221 0 0 0 JULIA YAGER VP OF COLLEGE RELATIONS & COMM 261977 0 10723 0 12907 0 0 0 16828 0 302435 0 0 0 LISA M HOWIE CHIEF INVESTMENT OFFICER 345365 0 712 0 607 0 39174 0 4889 0 390747 0 0 0 LEONARD BERKMAN PROFESSOR 207346 0 1460 0 9104 0 24951 0 1753 0 244614 0 0 0 SCHEDULE J, PART I, LINE A COMPENSATION HOUSING: THE PRESIDENT IS REQUIRED TO LIVE ON CAMPUS IN THE PRESIDENT'S HOUSE AS A CONDITION OF EMPLOYMENT AND, THEREFORE, THE HOUSING ALLOWANCE IS NOT TAXABLE. THE AMOUNT IS INCLUDED IN COLUMN D OF SCHEDULE J, PART II. ONE HIGHEST COMPENSATED EMPLOYEE RECEIVES A TAXABLE RENT SUBSIDY. THE AMOUNT IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II. GROSS-UP PAYMENTS: IN CALENDAR YEAR 2021, THE COLLEGE AWARDED CERTAIN EMPLOYEES BONUSES THAT WERE GROSSED UP. THREE KEY EMPLOYEES AND TWO HIGHEST COMPENSATED EMPLOYEES RECEIVED A $500 BONUS AND CORRESPONDING TAX GROSS-UP. FIVE OFFICERS, FIVE KEY EMPLOYEES AND THREE HIGHEST COMPENSATED EMPLOYEES RECEIVED $1,000 BONUS AND CORRESPONDING TAX GROSS-UP. THE GROSS-UP AMOUNTS ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II. SOCIAL CLUB MEMBERSHIP FEE: THE PRESIDENT'S MEMBERSHIP FEE TO THE YALE CLUB OF NEW YORK IS COVERED FOR THE PURPOSES OF CONDUCTING COLLEGE-RELATED BUSINESS, AND THEREFORE, IS NOT TAXABLE. PERSONAL SERVICES: A COLLEGE EMPLOYEE PREPARES MEALS AT THE PRESIDENT'S HOUSE FOR THE CONVENIENCE OF THE COLLEGE. A COLLEGE EMPLOYEE FROM THE FACILITIES MAINTENANCE DEPARTMENT MAINTAINS THE PRESIDENT'S HOUSE SIMILARLY TO OTHER CAMPUS FACILITIES. ANY HOUSEKEEPING OF THE PRESIDENT'S PERSONAL QUARTERS IS INCIDENTAL TO THE CLEANING OF THE PUBLIC AREAS OF THE RESIDENCE. THIS HOUSEKEEPING IS CONSIDERED TO BE OF NO ADDITIONAL COST TO THE INSTITUTION. THESE ARE NOT CONSIDERED BENEFITS TO THE PRESIDENT. SCHEDULE J, PART I, LINE 4B EFFECTIVE JULY 1, 2018 THE COLLEGE ENTERED INTO A NON-QUALIFIED SECTION 457(F) ARRANGEMENT WITH ITS PRESIDENT. UNDER THE TERMS OF THE PLAN, THE PRESIDENT WILL RECEIVE A CREDIT TO HER ACCOUNT FOR EACH PLAN YEAR SHE HOLDS THE TITLE OF THE PRESIDENT OF THE COLLEGE. AMOUNTS ARE SCHEDULED TO VEST AND BE PAYABLE IN 2023 SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. SCHEDULE J, PART I, LINE 7 CERTAIN INDIVIDUALS LISTED IN SCHEDULE J, PART II RECEIVED A SPOT BONUS AND THE AMOUNT OF SUCH BONUSES ARE SHOWN ON SCHEDULE J, PART II, COLUMN (B)(II). SEE ALSO LINE 4B DISCLOSURE FOR THE PRESIDENT. A MASSACHUSETTS DEV FINANCE AGENCY (SERIES 2007A&B) 043431814 000000000 2016-01-29 72960000 REFUNDING (SERIES 2007) false false false A 0 0 72960000 0 0 0 0 0 0 0 72960000 0 2010 true false true true A false false true true true true 0.00020 0.00020 false false false true A true true true JP MORGAN 28.5 true false true DEPFA 3. true false true A true SCHEDULE K, PART IV, LINE 2B THE SERIES 2007A & 2007B BOND QUALIFIES FOR AN EXCEPTION PER THE 6-MONTH SPENDING EXCEPTION. ALL PROCEEDS WERE IMMEDIATELY EXPENDED TO CURRENTLY REFUND THE SERIES 2007 ISSUE. Baishakhi Taylor DOC/VP of Campus Life Purchase of home X 50000 45765 false true true 45765 Sara Pruss Family member of Officer, 128929 Salary Employment SARA PRUSS FAMILY MEMBER OF OFFICER, EVP OF FINANCE & ADMINISTRATION 156300 EMPLOYMENT false X 83 802722 APPRAISAL/DONOR EST X 54301 APPRAISAL/DONOR EST X 287 7228579 AVERAGE DAILY VALUE X MISCELLANEOUS 57 66429 APPRAISAL/DONOR EST X LIBRARY COLLECTIONS 69 0 INDETERMINABLE VALUE 6 false true false SCHEDULE M, PART I, COLUMN (B) COLUMN B IS BASED ON THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I, LINE 1 AND PART III, LINE 1 *MISSION* SMITH COLLEGE EDUCATES WOMEN OF PROMISE FOR LIVES OF DISTINCTION AND PURPOSE. A COLLEGE OF AND FOR THE WORLD, SMITH LINKS THE POWER OF THE LIBERAL ARTS TO EXCELLENCE IN RESEARCH AND SCHOLARSHIP, THEREBY DEVELOPING ENGAGED GLOBAL CITIZENS AND LEADERS TO ADDRESS SOCIETY'S CHALLENGES. *VALUES* SMITH IS A COMMUNITY DEDICATED TO LEARNING, TEACHING, SCHOLARSHIPS, DISCOVERY, CREATIVITY AND CRITICAL THOUGHT. SMITH IS COMMITTED TO CREATING AN INCLUSIVE, EQUITABLE AND ACCESSIBLE EDUCATIONAL COMMUNITY FOUNDED ON THE FREE AND OPEN EXCHANGE OF IDEAS. SMITH EDUCATES WOMEN TO UNDERSTAND THE COMPLEXITY OF HUMAN EXPERIENCE AND WORLD CULTURES THROUGH ENGAGEMENT WITH HUMANISTIC, SOCIAL AND SCIENTIFIC IDEAS. SMITH PREPARES AND CREATES GLOBAL CITIZENS, COMMITTED TO PARTICIPATING IN THE COMMUNITIES IN WHICH THEY LIVE AND TO STEWARDING THE RESOURCES THAT SUSTAIN THEM. FORM 990, PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENT #1 UNDERGRADUATE EDUCATIONAL PROGRAMS SERVING 2,500 STUDENTS. SMITH COLLEGE OFFERS 1,000 COURSES IN MORE THAN 50 AREAS OF STUDY. SMITH'S PROGRAMS IN FLORENCE, GENEVA, HAMBURG AND PARIS COMBINE RIGOROUS ACADEMICS WITH THE EXPERIENCE OF LIVING IN ANOTHER COUNTRY AND DISCOVERING A NEW CULTURE. FOR EXTRACURRICULAR ACTIVITIES, THE COLLEGE HAS MORE THAN 100 CHARTERED STUDENT ORGANIZATIONS WITH A RANGE OF SERVICES AND ACTIVITIES, A DOZEN VARSITY SPORTS AND EXTENSIVE INTRAMURAL AND CLUB SPORTS PROGRAMS. THE CAMPUS SCHOOL (K TO 6) AND THE CENTER FOR EARLY CHILDHOOD EDUCATION SERVE AS LABORATORIES FOR THE DEPARTMENT OF EDUCATION & CHILD STUDY. FORM 990, PART III, LINE 4B PROGRAM SERVICE ACCOMPLISHMENT #2 THE SCHOOL FOR SOCIAL WORK OFFERS A MASTER OF SOCIAL WORK (MSW) DEGREE FOCUSED ON CLINICAL SOCIAL WORK AND DIRECT FIELD WORK PRACTICE. THE PROGRAM STRESSES THE INTEGRATION OF CLINICAL THEORY & PRACTICE WITH AN UNDERSTANDING OF THE SOCIAL CONTEXT IN WHICH PEOPLE LIVE. IT ALSO EMPHASIZES AN UNDERSTANDING OF THE SOCIAL POLICIES AND ORGANIZATIONAL STRUCTURE THAT INFLUENCE THE SCHOOL'S SERVICE DELIVERY SYSTEM. IN ADDITION, THE SCHOOL OFFERS A PH.D. PROGRAM DESIGNED TO PREPARE MSWS FOR LEADERSHIP POSITIONS IN CLINICAL RESEARCH, EDUCATION, AND PRACTICE. IT ALSO PROVIDES EXTENSIVE POSTGRADUATE OFFERINGS THROUGH ITS CONTINUING EDUCATION PROGRAM. FORM 990, PART III, LINE 4C PROGRAM SERVICE ACCOMPLISHMENT #3 GRADUATE EDUCATIONAL PROGRAMS OFFER WOMEN & MEN ADVANCED DEGREES OF MASTERS OF ARTS IN TEACHING (ELEMENTARY, MIDDLE OR HIGH SCHOOL), MASTER OF FINE ARTS, MASTER OF SCIENCE IN BIOLOGICAL SCIENCES, AND MASTER OF SCIENCE IN EXERCISE AND SPORT STUDIES. IN SPECIAL ONE-YEAR PROGRAMS, INTERNATIONAL STUDENTS MAY QUALIFY FOR A CERTIFICATE OF GRADUATE STUDIES OR A DIPLOMA IN AMERICAN STUDIES. EACH YEAR 100 MEN & WOMEN PURSUE SUCH ADVANCED WORK. INDIVIDUALS MAY ALSO ENROLL AS NON-DEGREE STUDENTS BY REGISTERING FOR ONE OR MORE COURSES. MOST GRADUATE COURSES ARE PLANNED FOR GRADUATE STUDENTS WHO ARE DEGREE CANDIDATES. FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICE ACCOMPLISHMENTS PROFESSIONAL DEVELOPMENT AND SUMMER PROGRAMS: OUTREACH PROGRAMS EXTEND SMITH COLLEGE'S ACADEMIC AND CULTURAL RESOURCES TO THE BROADER COMMUNITY, BOTH LOCALLY AND NATIONALLY. THE COLLEGE OFFERS PROGRAMS FOR CHILDREN & THEIR FAMILIES, FROM PRESCHOOL THROUGH HIGH SCHOOL, AS WELL AS EDUCATORS. PROGRAMS HIGHLIGHT SMITH'S LEADERSHIP IN SCIENCE AND ENGINEERING EDUCATION, REFLECT THE COLLEGE'S COMMITMENT TO OPPORTUNITIES FOR GIRLS AND YOUNG WOMEN, UTILIZING ITS WORLD-CLASS MUSEUM, GARDENS, AND CAMPUS. FACULTY ENGAGE IN SPONSORED AND COLLEGE FUNDED PROFESSIONAL DEVELOPMENT AND RESEARCH. SMITH EXECUTIVE EDUCATION FOR WOMEN: SMITH EXECUTIVE EDUCATION FOR WOMEN IS DESIGNED TO GROW WOMEN LEADERS. PARTICIPANTS IN SMITH'S EXECUTIVE EDUCATION PROGRAM BENEFIT FROM COURSES, SEMINARS & DISCUSSIONS THAT ARE CUSTOMIZED TO MEET THE NEEDS OF SPONSORING CORPORATIONS AND INDIVIDUAL ATTENDEES. WORLD-CLASS FACULTY FROM THE WORLD'S LEADING BUSINESS SCHOOLS AND CORPORATIONS ARE SELECTED BASED ON THEIR EXPERTISE. FORM 990, PART VI, LINE 4 THE BYLAWS WERE AMENDED TO MAKE THE CHIEF INVESTMENT OFFICER AN OFFICER OF THE TRUSTEES OF THE SMITH COLLEGE. THE BYLAWS WERE AMENDED TO DISCONTINUE THE RECENT GRADUATE TRUSTEE PROGRAM, A TWO YEAR TERM POSITION FOR RECENT GRADUATES. THE TOTAL NUMBER OF TRUSTEES REMAINS THE SAME. FORM 990, PART VI, SECTION B, LINE 11A FORM 990 REVIEW PROCESS SMITH COLLEGE'S DRAFT FORM 990 WAS REVIEWED BY MEMBERS OF THE BOARD OF TRUSTEES OF SMITH COLLEGE, THE ACCOUNTING STAFF, MANAGEMENT, THE BOARD OF TRUSTEES' AUDIT AND RISK COMMITTEE, AND THE COLLEGE'S PAID TAX PROFESSIONALS. AN ELECTRONIC COPY OF THE FINAL RETURN WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES WHO REVIEW AND APPROVE IT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY AS FIDUCIARIES OF SMITH, THE MEMBERS OF THE BOARD MUST AVOID CONFLICTS OF INTEREST BETWEEN PERSONAL INTERESTS AND THE INTERESTS OF SMITH. GENERALLY, CONFLICT OF INTEREST EXISTS WHEN A PERSON IS IN A POSITION BOTH TO INFLUENCE A DECISION AND TO BENEFIT FROM THAT DECISION. THE CONFLICT OF INTEREST POLICY AND ITS DISCLOSURE OBLIGATIONS SHALL ALSO APPLY TO: (A) ALL OF THE MEMBERS OF THE INVESTMENT COMMITTEE OF THE BOARD, INCLUDING ITS NON-TRUSTEE MEMBERS, (B) ANY OTHER NON-TRUSTEE MEMBER OF ANY OTHER BOARD COMMITTEE AND ANY PERSON APPOINTED AS A SPECIAL REPRESENTATIVE TO THE BOARD, (C) THE OFFICERS OF THE COLLEGE, AND (D) SUCH OTHER PERSONS AS THE BOARD SHALL DETERMINE MAY BE NECESSARY OR APPROPRIATE FOR THE BENEFIT OF SMITH. EACH TRUSTEE MUST ANNUALLY SIGN AND SUBMIT TO THE SECRETARY OF THE BOARD A STATEMENT DISCLOSING ALL MATERIAL FINANCIAL INTERESTS OF THE TRUSTEE OR A FAMILY MEMBER, THAT ARE KNOWN OR REASONABLY SHOULD HAVE BEEN KNOWN TO THE TRUSTEE, IN ANY OUTSIDE ENTITY WITH WHICH THE TRUSTEE KNOWS THE COLLEGE HAS OR IS CONSIDERING A TRANSACTION, OR A BUSINESS RELATIONSHIP, OR AFFIRMING THAT THE TRUSTEE KNOWS OF NO SUCH TRANSACTION OR RELATIONSHIP. PROMPTLY UPON BECOMING AWARE OF ANY SUCH POTENTIAL CONFLICT, THE TRUSTEE MUST PROMPTLY DISCLOSE TO THE CHAIR OF THE BOARD AND THE SECRETARY OF THE BOARD AND, IF THE TRUSTEE OR NON-TRUSTEE IS A MEMBER OF THE INVESTMENT COMMITTEE, PROMPTLY DISCLOSE TO THE CHAIR OF THAT COMMITTEE, ANY MATERIAL FINANCIAL INTEREST IN A NON-PUBLICLY TRADED ENTITY IN WHICH THE TRUSTEE KNOWS SMITH IS CONSIDERING AN INVESTMENT OR WITH WHICH SMITH IS CONSIDERING A TRANSACTION. ORDINARILY, THE TRUSTEE SHOULD NOT PARTICIPATE IN ANY DECISION BY THE BOARD OR OF ANY OF ITS COMMITTEES, INCLUDING THE INVESTMENT COMMITTEE, REGARDING SUCH INVESTMENT OR TRANSACTION. IF A TRUSTEE BECOMES AWARE OF A POTENTIAL CONFLICT OF INTEREST DURING OR JUST BEFORE A MEETING OF THE BOARD, THE INTERESTED TRUSTEE SHALL SO INFORM THE BOARD AND SHALL BE RECUSED WHILE THE BOARD DISCUSSES THE MATTER. THE SECRETARY OF THE BOARD SHALL REVIEW THE ANNUAL STATEMENTS OF DISCLOSURE AND DETERMINE IF A MATERIAL FINANCIAL INTEREST HAS BEEN DISCLOSED. IF A MATERIAL FINANCIAL INTEREST HAS BEEN DISCLOSED, THE SECRETARY SHALL PROMPTLY SHARE WITH THE EXECUTIVE COMMITTEE SUCH DISCLOSURE FORMS AND ANY ADDITIONAL INFORMATION ABOUT THE CURRENT OR PROPOSED TRANSACTION AND THE BUSINESS RELATIONSHIP THAT MAY GIVE RISE TO A CONFLICT OF INTEREST WHICH THE EXECUTIVE COMMITTEE MAY DEEM INFORMATIVE. IF THE BOARD HAS A DISCUSSION OR MEETING AT WHICH A TRUSTEE'S FINANCIAL INTEREST IN A MATTER IS DISCLOSED, A DETERMINATION REGARDING A CONFLICT OF INTEREST IS MADE, OR A TRANSACTION OR ARRANGEMENT IN WHICH A TRUSTEE HAS A CONFLICT OF INTEREST IS CONSIDERED, THE BOARD'S CONSIDERATION OF THESE MATTERS, INCLUDING ANY REASONS FOR APPROVAL, SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION POLICY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE EVALUATION OF EXECUTIVE AND EMPLOYEE COMPENSATION TO ASSURE THAT ALL ASPECTS COMPLY WITH ITS REQUIREMENTS. THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION PACKAGE FOR THE PRESIDENT ANNUALLY, CONSIDERING COMPARATIVE INFORMATION AS WELL AS SALARY INCREASES PROPOSED FOR FACULTY AND ADMINISTRATIVE STAFF. THE COMMITTEE OBTAINS AND RELIES ON THE FOLLOWING WRITTEN MATERIALS, PROVIDED IN ADVANCE OF THE MEETING: (1) HISTORICAL COMPENSATION FOR THE PRESIDENT, (2) YEARS OF SERVICE IN POSITION, AND (3) A MARKET STUDY OF COMPENSATION, BASED ON COMPARABLE DATA FROM OTHER SELECTIVE LIBERAL ARTS COLLEGES. AFTER DISCUSSION, THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION FOR THE PRESIDENT. THE EXECUTIVE COMMITTEE AND THE PRESIDENT MEET TO DETERMINE THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES USING THE SAME CRITERIA. IN COMPLIANCE WITH THE REBUTTABLE PRESUMPTION STANDARDS, SMITH COLLEGE CONSIDERS GEOGRAPHIC LOCATION, ADMISSIONS OVERLAP, ENDOWMENT SIZE, AND ITS MARKET FOR EXECUTIVE LEVEL MANAGERS WHEN IDENTIFYING ITS COMPARABLE PEERS. FURTHERMORE, ALL EXECUTIVE COMMITTEE DECISIONS ARE DOCUMENTED CONCURRENTLY IN THE EXECUTIVE COMMITTEE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DISCLOSURE THE COLLEGE'S FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE AT WWW.SMITH.EDU. THE COLLEGE'S FORM 990, FORM PC AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE AT WWW.MASS.GOV/AGO. THE COLLEGE WILL PROVIDE PAPER COPIES OF THE COLLEGE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORMS 990 AND 990-T UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN LIFE INCOME FUNDS (4,596,600) SWAPS 11,676,115 TOTAL 7,079,515 ALUMNAE ASSOCIATION OF SMITH COLLEGE 13 ELM STREET NORTHAMPTON MA 01063 042103649 ALUMNAE SERV MA 501(C)(3) 12(C) NA false SMITH STUDENT AID SOCIETY INC 123-125 ELM STREET NORTHAMPTON MA 01063 046052751 STUDENT AID MA 501(C)(3) 12(C) NA false CHARITABLE REMAINDER TRUSTS (38) INVESTING NA TRUST true POOLED INCOME FUND (47) INVESTING NA TRUST true PERPETUAL TRUSTS (5) INVESTING NA TRUST true false false false false false false false false false false false true true true false true true false true CHARITABLE REMAINDER TRUST (2) S 449708 CASH SCHEDULE R, PART IV, STATE DOMICILES OF TRUSTS CHARITABLE REMAINDER TRUSTS (37): CT, DE, MA, NY, OH, TN POOLED INCOME (55): MA PERPETUAL TRUSTS (5): CT, MA, VT