ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC (EIN 04-2105894)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-04-10
IRS object ID
202231009349300003
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-04-10T09:41:45-00:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Nicholas LaPier CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line171 Park AveAddressLine1Txt
CityW SpringfieldCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01089ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042105894EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALUMBusinessNameControlTxt
Phone4135382300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 COLLEGE STREETAddressLine1Txt
CitySouth HadleyCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01075ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELLEN HYDE PACEPersonNm
Person TitlePresidentPersonTitleTxt
Signature2022-04-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstnancyPersonFirstNm
Person LastperezPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNicholas LaPierPreparerPersonNm
PTINP01227383PTIN
Phone4137320200PhoneNum
Preparation2022-04-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerELLEN HYDE PACEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 COLLEGE STAddressLine1Txt
CitySOUTH HADLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01075ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,167,906GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressALUMNAE.MTHOLYOKE.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1923FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionPROVIDING PROGRAMS AND RESOURCES TO HELP ALUMS TO CONNECT WITH EACH OTHER AND THE COLLEGE.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers1107TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,824,108PYContributionsGrantsAmt
CY Contributions Grants$1,125,658CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$344,078PYInvestmentIncomeAmt
CY Investment Income$32,131CYInvestmentIncomeAmt
PY Other Revenue$24,426PYOtherRevenueAmt
CY Other Revenue$10,117CYOtherRevenueAmt
PY Total Revenue$2,192,612PYTotalRevenueAmt
CY Total Revenue$1,167,906CYTotalRevenueAmt
PY Grants And Similar Paid$257,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,500CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,010,790PYOtherExpensesAmt
CY Other Expenses$1,322,313CYOtherExpensesAmt
PY Total Expenses$2,268,290PYTotalExpensesAmt
CY Total Expenses$1,329,813CYTotalExpensesAmt
PY Revenues Less Expenses-$75,678PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$161,907CYRevenuesLessExpensesAmt
Total Assets BOY$8,305,432TotalAssetsBOYAmt
Total Assets EOY$10,569,173TotalAssetsEOYAmt
Total Liabilities BOY$279,406TotalLiabilitiesBOYAmt
Total Liabilities EOY$32,325TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,026,026NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$10,536,848NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE IS AN INDEPENDENT ORGANIZATION PROVIDING DIVERSE PROGRAMS, EXPERTISE, AND RESOURCES TO FOSTER LIFELONG LEARNING AND EMPOWER ALUMS TO CONNECT WITH EACH OTHER AND THE COLLEGE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$946,590ExpenseAmt
DescTo advance lifelong connection and engagement with Mount Holyoke College and the entire alum community by creating lasting connections between the two. In FYE 6/30/21, the emphasis continued to change as a result of COVID19 and the cancellation once more of Reunion 2021, typically the largest event of the year. The focus in FY21 was very much on digital programming, with many opportunities for remote engagement of alums throughout the year. The annual Volunteer Conference was again held via zoom and was expanded in this format so that more volunteers would expand their knowledge and experience needed to continue to inspire and honor alums voices in support of the Alumnae Association and Mount Holyoke College.Desc
Total Program Service Expenses$946,590TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKATHY CADORETTEPersonNm
Phone4135382735PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 COLLEGE STREETAddressLine1Txt
CitySOUTH HADLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01075ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndKey EmployeeKeyEmployeeInd
LIZ LIERMAN
EXECUTIVE DIRECTOR055.00Yes (X)$0$118,684$14,769
NANCY PEREZ
ACTING EXEC DIR002.00Yes (X)$0$98,247$11,785Yes (X)Yes (X)
MARIA MOSSAIDES
PRESIDENT010.00Yes (X)$0$0$0Yes (X)
ANTORIA D HOWARD - MARROW
VICE PRESIDENT005.00Yes (X)$0$0$0Yes (X)
ALICE MARONI
TREASURER002.00Yes (X)$0$0$0Yes (X)
CARRIE RUZICKA
CLERK002.00Yes (X)$0$0$0Yes (X)
RACHEL MCENROE
DIRECTOR - COMMUNICATION002.00$0$0$0Yes (X)
ELLEN HYDE PACE
PRESIDENT - ELECT010.00Yes (X)$0$0$0Yes (X)
DANETTA BEAUSHAW
DIRECTOR - NOMINATING CHAI002.00$0$0$0Yes (X)
ELEANOR CHANG
DIRECTOR - AT LARGE002.00$0$0$0Yes (X)
ASHANTA EVANS BLACKWELL
DIRECTOR - ALUMNAE TRUSTEE002.00$0$0$0Yes (X)Yes (X)
HILARY BLAND
DIRECTOR - AT LARGE002.00$0$0$0Yes (X)
KC MAURER
DIRECTOR - ALUMNAE TRUSTEE002.00$0$0$0Yes (X)
ARLEEN MCGRATH HEISS
DIRECTOR - VOLUNTEER EXPERIENCE002.00$0$0$0Yes (X)
HILARY SALMON
DIRECTOR - CLUBS002.00$0$0$0Yes (X)
CHERYL RYAN MALONEY
CLASSES / REUNION002.00$0$0$0Yes (X)
BRITTANY LAMBERT
RECENT ALUMNAE REP002.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$216,931TotReportableCompRltdOrgAmt
Total Other Compensation$26,554TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonCOLLEEN DELVECCHIOPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line19 Willow CircleAddressLine1Txt
CityEasthamptonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01027ZIPCd
FieldValueIRS element (for citing)
ServicesPROGRAM SERVICES CONSULTANTServicesDesc
Compensation$138,000CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,125,658AllOtherContributionsAmt
Total Contributions$1,125,658TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,131TotalRevenueColumnAmt
Exclusion$32,131ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmt
MISCELLANEOUS INCOME900099$41
ENDOWMENT INCOME900099$10,076
FieldValueIRS element (for citing)
Other Revenue Total$10,117OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,167,906TotalRevenueColumnAmt
Exclusion$32,131ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$7,500TotalAmt
Program Services$7,500ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,147TotalAmt
Management And General$2,147ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,950TotalAmt
Management And General$17,950ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Fees For Services Prof FundraisingFeesForServicesProfFundraising

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$166,742TotalAmt
Program Services$131,025ProgramServicesAmt
Management And General$35,717ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,057TotalAmt
Program Services$722ProgramServicesAmt
Management And General$335ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$73,420TotalAmt
Program Services$58,469ProgramServicesAmt
Management And General$14,951ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$400TotalAmt
Management And General$400ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,481TotalAmt
Program Services$2,353ProgramServicesAmt
Management And General$1,128ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SALARIES/BENEFITS/PURCHASED SERVICES$947,605$640,803$306,802
PRINTING PUBLICATION$99,209$98,651$558
CONFERENCE SUPPLIES$3,235$3,235

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$7,067TotalAmt
Program Services$7,067ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,329,813TotalAmt
Program Services$946,590ProgramServicesAmt
Management And General$383,223ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$48,079BOYAmt
EOY$19,696EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$667,740BOYAmt
EOY$593,628EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$257BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$44,091BOYAmt
EOY$46,286EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$84,552LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$81,692LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,341BOYAmt
EOY$2,860EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$7,519,761BOYAmt
EOY$9,906,703EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$19,163BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,305,432BOYAmt
EOY$10,569,173EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$39,848BOYAmt
EOY$32,325EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$239,558BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$279,406BOYAmt
EOY$32,325EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,026,026BOYAmt
EOY$10,536,848EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,026,026BOYAmt
EOY$10,536,848EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,305,432BOYAmt
EOY$10,569,173EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$161,907ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,672,729NetUnrlzdGainsLossesInvstAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1MOUNT HOLYOKE COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN042103578EIN
Organization Type2OrganizationTypeCd
Governing Document ListedfalseGoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (true)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (true)OfficersCloseRelationshipInd
Supported Org Voice InvestmentfalseSupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Activities TestYes (X)ActivitiesTestInd
Activities Further Exempt PrpsYes (true)ActivitiesFurtherExemptPrpsInd
Activities Engaged Org InvlmntYes (true)ActivitiesEngagedOrgInvlmntInd
FieldValueIRS element (for citing)
Facts And Circumstances TestPart IV Section E Line LINE 2A THE ALUMNAE ASSOCATION OF MOUNT HOLYOKE COLLEGE ACTIVITIES FURTHERED THE EXEMPT PURPOSE OF ITS SUPPORTING ORGANIZATION, MOUNT HOLYOKE COLLEGE. THE TWO ORGANIZATIONS HAVE A FORMAL JOINT AGREEMENT THAT DESCRIBES THEIR COMMON GOAL OF WORKING TOGETHER COOPERATIVELY TO CULTIVATE AND FACILITATE OPPORTUNITIES FOR ALUMS TO ADVANCE THE GOALS AND VALUES OF THE COLLEGE. IN ORDER TO ACCOMPLISH THESE GOALS, THE ALUMNAE ASSOCATION HOLDS CLASS REUNIONS, EDUCATIONAL SYMPOSIUMS, AND VARIOUS NETWORKING EVENTS.FactsAndCircumstancesTestTxt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePart IV Section E Line LINE 2BFormAndLineReferenceDesc
ExplanationTHE ALUMNAE ASSOCIATIONS ACTIVITIES DESCRIBED IN LINE 2A WOULD HAVE BEEN THOSE THAT THE COLLEGE ENGAGED IN / SPONSORED EVEN IF THE ALUMNAE ASSOCIATION WAS NOT INVOLVED. MOUNT HOLYOKE COLLEGE RECOGNIZES THAT CONTINUED ALUM ENGAGEMENT WITH AND CONNECTION OF THESES ALUMS TO THE COLLEGE IS CRITICAL FOR ITS LONG-TERM SUCCESS. THE ALUMS ARE AN IMPORTANT SOURCE FOR THE COLLEGE TO ADVANCE ITS GOALS AND VALUES.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$84,552OtherCostOrOtherBasisAmt
Depreciation$81,692DepreciationAmt
Book Value$2,860BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,860TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Financial derivatives and other financial products
Closely-held equity interests
POOLED INV ACCOUNT WITH MT HOLYOKE COLLEGE$9,906,703F
FieldValueIRS element (for citing)
Total Book Value Securities$9,906,703TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc
Federal income taxes
Other Liablilities
FieldValueIRS element (for citing)
Total Rev Etc Audited Fincl Stmt$3,890,835TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,672,729NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$50,000DonatedServicesAndUseFcltsAmt
Other Revenue$200OtherRevenueAmt
Revenue Not Reported$2,722,929RevenueNotReportedAmt
Revenue Subtotal$1,167,906RevenueSubtotalAmt
Total Revenue Per Form990$1,167,906TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,380,013TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$50,000DonatedServicesUseFcltsAmt
Other Expenses Included$200OtherExpensesIncludedAmt
Expenses Not Reported$50,200ExpensesNotReportedAmt
Expenses Subtotal$1,329,813ExpensesSubtotalAmt
Total Expenses Per Form990$1,329,813TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceXII 2dFormAndLineReferenceDesc
Explanationother expenses reclassify against revenues.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Mount Holyoke CollegeBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 College StreetAddressLine1Txt
CitySouth HadleyCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01075ZIPCd
FieldValueIRS element (for citing)
Recipient EIN042103578RecipientEIN
IRC Section501c3IRCSectionDesc
Valuation Method UsedFMVValuationMethodUsedDesc
Non Cash AssistancenoneNonCashAssistanceDesc
Purpose Of GrantnonePurposeOfGrantTxt
FieldValueIRS element (for citing)
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeMARY WOOLLEY FELLOWSHIPGrantTypeTxt
Recipient1RecipientCnt
Cash Grant$7,500CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart III Line BFormAndLineReferenceDesc
ExplanationFELLOWSHIP APPLICANTS ARE MOUNT HOLYOKE GRADUATING SENIOR OR ALUMS WITH A BACHELORS DEGREE FROM MOUNT HOLYOKE MAY APPLY FOR A FELLOSHIP TO SUPPORT THIER INDEPENDENT RESEARCH OR GRADUATE STUDY. THE FELLOWSHIPS ARE AWARDED TO THOSE INDIVIDUALS EXHIBITING OUTSTANDING ACADEMIC ACHIEVEMENT, INTELLECTUAL FOCUS, DEMONSTRATED LEADERSHIP ABILITY, A COMMITMENT TO COMMUNITY ENGAGEMENT, AND A HABIT OF GLOBAL AWARENESS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NANCY PEREZBusinessNameLine1Txt
FieldValueIRS element (for citing)
TitleACTING EXEC DIRTitleTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4AThe Alumnae Association focused their efforts in FY2021 on virtual programming as a result of restrictions on in-person events brought about by COVID-19 health and safety restrictions. Of note were over 30 virtual programs offered to alums globally, covering everything from career advice to updates on the state of the College, to academic presentations offered by both alums and faculty members. The Gates was launched as a single online space for career community and connection for Mount Holyoke alums and students, and Reunion 2021 was offered fully virtually for over 1000 alums who participated in their reunions, from the 2nd year reunion through the 75th year reunion.
Form 990, Part IV, Section A, Line 1THE EXECUTIVE COMMITTE SHALL EXERCISE THE POWERS OF THE BOARD BETWEEN MEETINGS OF THE BOARD ON ALL MATTERS REQUIRING IMMEDIATE ACTION AND NOT OTHERWISE DELEGATED HEREIN AND SHALL CARRY OUT SUCH OTHER RESPONSIBILITIES AS MAY BE DESIGNATED BY THE BOARD, INCLUDING THE RESPONSIBILITY TO FORM ONE OR MORE COMMITTEES TO ADDRESS PERSONNEL OR OTHER ISSUES THAT MAY ARISE.
Form 990, Part VI, Section A, Line 7AVOTING MEMBERSHIP IN ATTENDANCE AT THE ANNUAL MEETING ELECT THE BOARD OF DIRECTORS. NOTICE OF THE ANNUAL MEETING SHALL BE GIVEN IN WRITING BY SENDING NOTICE TO EACH MEMBER AT THEIR LAST KNOWN ADDRESS, WHICH MAY BE AN ELECTRONIC ADDRESS, AT LEAST THIRTY 30 CALENDAR DAYS PRIOR TO THE DATE OF THE ANNUAL MEETING. PUBLICATION OF THE NOTICE OF THE ANNUAL MEETING IN THE QUARTERLY SHALL CONSTITUTE THE REQUIRED NOTICE PROVIDED THAT THE QUARTERLY IS MAILED AND/OR TRANSMITTED ELECTRONICALLY TO THE MEMBERSHIP AT LEAST THIRTY 30 CALENDAR DAYS PRIOR TO THE ANNUAL MEETING. THE ALUMNAE ASSOCIATION SHALL NOT BE REQUIRED TO SEND NOTICE TO OR MAINTAIN OTHER CONTACT WITH MEMBERS FOR WHOME IT HAS NO CURRENT ELECTRONIC ADDRESS. ELECTION SHALL BE BY VOTE OF THE MEMBERSHIP AT THE ANNUAL MEETING BY SUCH METHOD AS SHALL BE DETERMINED BY THE BOARD. A PLURALITY OF THE VOTES CAST SHALL ELECT IN THE EVENT OF A TIE, DECISION SHALL BE BY LOT.
Form 990, Part VI, Section A, Line 7BBYLAWS MAY BE AMENDED BY THE ALUMNAE ASSOCIATION MEMBERSHIP HAVING A QUORUM OF MEMBERS PRESENT AT THE ANNUAL MEETING OF THE ALUMNAE ASSOCIATION HELD VIRTUAL ZOOM MEETING.
Form 990, Part VI, Section B, Line 11BA DRAFT FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE. THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTE WITH AN OPPORTUNITY TO ASK QUESTIONS OR SUGGEST CHANGES. THE FINANCE COMMITTEE WILL GIVE THEIR RECOMMENDATION TO THE BOARD OF DIRECTORS FOR THE FILING OF THE FORM 990. THE BOARD OF DIRECTORS APPROVE THE FILING OF THE FORM 990.
Form 990, Part VI, Section B, Line 12CTHE ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY HAVING DIRECTORS AND KEY INDIVIDUALS FILL OUT AND SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. IF DIRECTORS AND KEY INDIVIDUALS DISCLOSED A CONFLICT OF INTEREST, THEY WOULD HAVE TO ABSTAIN FROM VOTING ON THE TRANSACTION.
Form 990, Part VI, Section B, Line 15THE EXEUTIVE DIRECTOR IS AN EMPLOYEE OF MOUNT HOLYOKE COLLEGE WHO IS HIRED AND WHOSE PERFORMANCE IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS OF THE ALUMNAE ASSOCATION OF MOUNT HOLYOKE COLLEGE. THE EXECUTIVE DIRECTORS COMPENSATION IS INITIALLY RECOMMENDED BY AND THEN REGULARLY REVIEWED BY MOUNT HOLYOKE COLLEGE HUMAN RESOURCES. INITIAL COMPENSATION AND ANY RECOMMENDED CHANGES TO THE EXECUTIVE DIRECTORS COMPENSATION ARE THEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS IN CONSULTATION WITH HUMAN RESOURCES.
Form 990, Part VI, Section C, Line 19THE ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THe PUBLIC UPON WRITTEN REQUEST OF THE INTERESTED PARTY.
Form 990, Part IX, Line 7 24ABEGINING JANUARY 1, 2018, THE EMPLOYEES OF THE ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGES, THE ALUMNAE ASSOCIATION, BECAME EMPLOYEES OF MOUNT HOLYOKE COLLEGE THE COLLEGE, AN AFFILIATED ORGANIZATION. THESE EMPLOYEES CONTINUE TO WORK FOR THE ALUMNAE ASSOCIATION. THEIR COMPENSATION AND RELATED BENEFITS, WHICH AMOUNTED TO 947,605 FOR THE YEAR ENDED JUNE 30, 2021, WERE PAID BY THE COLLEGE AND CHARGED TO THE ALUMNAE ASSOCIATION. THESE EXPENSE IS REFLECTED IN PART IX, LINE 24A OF THIS RETURN. THE ALUMNAE ASSOCIATION, THEREFORE, DOES NOT ISSUE W-2 FORMS.
Form 990, Part XII, Line 2CTHIS PROCESS DID NOT CHANGE DURING THE YEAR.
Form 990, Part VI, Section A, Line 6THE MEMBERSHIP OF THE ALUMNAE ASSOCIATION SHALL BE COMPOSED OF VOTING MEMBERS AND HONORARY MEMBERS. 1 VOTING MEMBERS VOTING MEMBERS SHALL BE ALL FORMER STUDENTS WHO HAVE COMPLETED A CERTIFICATE PROGRAM OR WHO HAVE COMPLETED TWO TRANSCRIPTED SEMESTERS OR MORE IN A DEGREE PROGRAM, AND ANY OTHER FORMER STUDENT WHO, AFTER MAKING WRITTEN APPLICATION TO THE ALUMNAE ASSOCIATION, IS ACCEPTED AS A VOTING MEMBER BY THE BOARD OF DIRETORS HEREINAFTER REFERRED TO AS THE BOARD OF THE ALUMNAE ASSOCIATION ACCORDING TO SUCH PROCESS AS MAY FROM TIME TO TIME BE ESTABLISHED BY THE BOARD. 2HONORARY MEMBERS HONORARY ALUMNI/AE ARE ALSO MEMBERS. THEY SHALL BE THOSE PERSONS WHO HAVE BEEN ELECTED HONORARY ALUMNI/AE BY THE BOARD.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1MOINT HOLYOKE COLLEGEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 COLLEGE STREETAddressLine1Txt
CitySOUTH HADLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01075ZIPCd
FieldValueIRS element (for citing)
EIN042103578EIN
Primary ActivitiesACADEMICSPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Exempt Code Section501C3ExemptCodeSectionTxt
Public Charity StatusLINE 2PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
MOUNT HOLYOKE COLLEGE
c$1,322,655CASH CONTRIBUTION
MOUNT HOLYOKE COLLEGE (IN KIND SPACE)
n$50,000ESTIMATE OF PREVAILING VALUE

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