2020-02-03T14:27:35-06:00 2019-06-30 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2018-07-01 042105894 ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE ALUM 4135382300 50 COLLEGE STREET SOUTH HADLEY MA 01075 MARIA Z MOSSAIDES PRESIDENT 4135382300 2020-01-27 1 RUDY M D'AGOSTINO P00962620 4135368510 2020-01-27 50.222.29.82 2020-01-27 13:03:47 ES P C3916ABABD9A915BF4D94D5A07AA97F6BB8EEF94 C3916ABABD9A915BF4D94D5A07AA97F6BB8EEF94 2018 2020-09-23 17:36:50Z MARIA Z MOSSAIDES 50 COLLEGE STREET SOUTH HADLEY MA 01075 2687644 0 X ALUMNAE.MTHOLYOKE.EDU X 1923 MA PROVIDING PROGRAMS AND RESOURCES TO HELP ALUMNAE TO CONNECT WITH EACH OTHER AND THE COLLEGE. 14 14 0 1208 55142 49999 1891361 1773299 401811 510742 333932 398896 9981 2996 2637085 2685933 7500 7500 0 0 1670634 0 0 0 0 972248 2758625 2650382 2766125 -13297 -80192 8381194 8451181 236588 322844 8144606 8128337 X THE ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE IS AN INDEPENDENT ORGANIZATION PROVIDING DIVERSE PROGRAMS, EXPERTISE, AND RESOURCES TO FOSTER LIFELONG LEARNING AND EMPOWER ALUMNAE TO CONNECT WITH EACH OTHER AND THE COLLEGE. 0 0 1972686 7500 424960 TO ADVANCE LIFELONG CONNECTION AND ENGAGEMENT WITH MOUNT HOLYOKE COLLEGE AND THE ENTIRE ALUMNAE COMMUNITY BY CREATING LASTING CONNECTIONS BETWEEN THE TWO. IN FYE 6/30/19, THIS INCLUDED A PARTNERSHIP WITH THE COLLEGE IN WHICH A SERIES OF NETWORKING OPPORTUNITIES WERE HOSTED BETWEEN ALUMNAE AND STUDENTS, BOTH ON AND OFF CAMPUS. ALUMNAE REMAIN CONNECTED TO THE COLLEGE AND EACH OTHER THROUGH REUNIONS, ONLINE PUBLICATIONS, VOLUNTEER RESOURCES AND OPPORTUNITIES TO ENGAGE, AND PRINTED PUBLICATIONS. THE ALUMNAE ASSOCIATION CONTINUES TO INSPIRE AND HONOR ALUMNAE TO RAISE THEIR VOICES IN SUPPORT OF MOUNT HOLYOKE COLLEGE AND A LIBERAL ARTS EDUCATION IN THEIR COMMUNICATIONS AND WORKPLACES THROUGH STORYTELLING, DIRECT MESSAGING AND RESOURCES.THE ALUMNAE ASSOCIATION RECEIVES IN-KIND USE OF FACILITY SPACE FROM MOUNT HOLYOKE COLLEGE, VALUED AT $50,000. 41136 30640 HOSTED A GLOBAL SYMPOSIUM FOR ASIAN ALUMNAE IN INDIA THAT INCLUDED GLOBAL THOUGHT LEADERS, ACCOMPLISHED ENTREPRENEURS, COLLEGE ADMINISTRATORS, AND EXECUTIVES. ATTENDEES WERE COMPRISED OF ALUMNAE FROM ASIA, EUROPE AND THE UNITED STATES. 2013822 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 14 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 MA X NANCY B PEREZ 4135382302 50 COLLEGE STREET SOUTH HADLEY MA 01075 SUSAN GROSEL VICE PRESIDENT 5.00 X X 0 0 0 ELIZABETH MCHUGH DIRECTOR - CLUBS 2.00 X 0 0 0 CHARLOTTE CHURCH DIRECTOR - VOLUNTEER 2.00 X 0 0 0 ALICE MARONI TREASURER 2.00 X X 0 0 0 MARIA MOSSAIDES PRESIDENT 10.00 X X 0 0 0 MARKEISHA MINER CLERK 2.00 X X 0 0 0 MARISA PEACOCK DIRECTOR - COMMUNICATIONS 2.00 X 0 0 0 MELISSA RUSSELL DIRECTOR - CLASSES/REUNION 2.00 X 0 0 0 TARANA BHATIA DIRECTOR - YOUNG ALUMNAE R 2.00 X 0 0 0 CASEY ACCARDI DIRECTOR - AT LARGE 2.00 X 0 0 0 DANETTA BEAUSHAW DIRECTOR - NOMINATING CHAIR 5.00 X 0 0 0 ELEANOR CHANG DIRECTOR - GLOBAL INITIATIVES 2.00 X 0 0 0 MARY HUGHES DIRECTOR - ALUMNAE TRUSTEE ELECT 2.00 X 0 0 0 RHYNETTE NORTHCROSS HURD DIRECTOR - ALUMNAE TRUSTEE 2.00 X 0 0 0 NANCY PEREZ EXECUTIVE DIRECTOR 55.00 X 0 156550 22521 0 156550 22521 0 0 1 0 0 1773299 1773299 REUNION FEES 900099 407265 407265 CONFERENCES/LECTURES 611710 103477 48335 55142 510742 74281 74281 324615 0 324615 324615 324615 4065 1711 2354 2354 MISCELLANEOUS INCOME 900099 642 642 642 2685933 455600 55142 401892 X 7500 7500 1732 1732 20040 20040 50835 50835 137806 45739 92067 26573 21573 5000 7477 3291 4186 53990 53990 62677 34856 27821 1563 1563 6146 6146 SALARIES/BENEFITS/PURCH 1690134 1211312 478822 REUNION EXPENSES 338587 338587 PRINTING & PUBLICATION 169938 110019 59919 ADHOC PROGRAMMING 124758 124758 66369 54488 11881 2766125 2013822 752303 0 611506 486363 445216 451205 1443 794 43970 23017 84552 72065 18633 12487 7260426 7396608 0 80707 8381194 8451181 60956 106909 175632 215935 236588 322844 X 8144606 8128337 8144606 8128337 8381194 8451181 -80192 63923 0 X X 0 1 X 1 0 X X 1 MOUNT HOLYOKE COLLEGE 042103578 2 0 2059396 0 1 2059396 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 PART IV, SECTION E, LINE 2A THE ALUMNAE ASSOCIATION OF MOUNT HOLYOKE'S ACTIVITIES DURING FYE 6/30/19 DIRECTLY 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 ALUMNAE TO ADVANCE THE GOALS AND VALUES OF THE COLLEGE. IN ORDER TO ACCOMPLISH THESE GOALS, THE ALUMNAE ASSOCIATION HELD CLASS REUNIONS, EDUCATIONAL SYMPOSIUMS AND VARIOUS NETWORKING EVENTS TO ENSURE THE ALUMNAE ARE WELL INFORMED ABOUT THE ACADEMIC AND CO-CURRICULAR ACTIVITIES OF THE COLLEGE AS WELL AS THE ACTIVITIES AND ACHIEVEMENTS OF CURRENT AND PROSPECTIVE STUDENTS AND ALUMNAE. BY 2020, THE ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE HAS PUT A PLAN IN PLACE WITH THE GOAL OF: BUILDING AWARENESS ABOUT THE ASSOCIATION AND CLARITY ABOUT ITS WORK; GROW THE BASE OF CONNECTED ALUMNAE THROUGH INNOVATIVE APPROACHES; FORGE A POWERFUL PARTNERSHIP WITH THE COLLEGE; SERVE AS A STRONG, INDEPENDENT VOICE IN SUPPORT OF A MOUNT HOLYOKE EDUCATION. THE ALUMNAE ASSOCIATION MEASURES ANNUALLY WHETHER IT IS MEETING ITS ANTICIPATED GOALS. PART IV, SECTION E, LINE 2B THE ALUMNAE ASSOCIATION'S ACTIVITIES DESCRIBED IN LINE 2(A) WOULD HAVE BEEN THOSE THAT THE COLLEGE ENGAGED IN /SPONSORED EVEN IF THE ALUMNAE ASSOCIATION WAS NOT INVOLVED. MOUNT HOLYOKE COLLEGE RECOGNIZES THAT CONTINUED ALUMNAE ENGAGMEMENT WITH AND CONNECTION OF THESE ALUMNAE TO THE COLLEGE IS CRITICAL FOR ITS LONG-TERM SUCCESS. THE ALUMNAE ARE AN IMPORTANT SOURCE FOR THE COLLEGE TO ADVANCE ITS GOALS AND VALUES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 84552 72065 12487 12487 POOLED INV ACCT WITH MT HOLYOKE COLLEGE 7396608 F 7396608 DUE TO/FROM MT HOLYOKE COLLEGE 215935 215935 X 2728500 63923 50000 1711 115634 2612866 50835 22232 73067 2685933 2744769 50000 1711 51711 2693058 50835 22232 73067 2766125 PART X, LINE 2: MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR ALL YEARS ENDING ON OR AFTER JUNE 30, 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD- RECLASS OF EXPENSE 1,711. PART XI, LINE 4B - OTHER ADJUSTMENTS: ADMIN FEES 11,881. RECLASS OF EXPENSE THAT WAS NETTED WITH REVENUE ON THE FINANCIALS 10,351. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD- RECLASS AGAINST REVENUES 1,711. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADMIN FEES 11,881. RECLASS OF EXPENSE THAT WAS NETTED WITH REVENUE ON THE FINANCIALS 10,351. SOUTH ASIA 0 0 PROGRAM SERVICES EDUCATIONAL AND NETWORKING SYMPOSIUMS 23328 0 0 0 0 0 0 23328 0 23328 0 0 0 0 0 0 1 MARY WOOLLEY FELLOWSHIP 1 7500 PART III, COLUMN B FELLOWSHIP APPLICANTS ARE MOUNT HOLYOKE GRADUATING SENIOR OR ALUMNA WITH A BACHELOR'S DEGREE FROM MOUNT HOLYOKE MAY APPLY FOR A FELLOWSHIP TO SUPPORT HER 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. 0 0 0 0 0 0 0 0 0 NANCY PEREZ EXECUTIVE DIRECTOR 0 156550 0 0 0 0 0 16438 0 6083 0 179071 0 0 SCHEDULE J, LINE 3: THE COMPENSATION AND BENEFITS OF THE EXECUTIVE DIRECTOR OF ALUMNAE ASSOCIATION IS DETERMINED ACCORDING TO THE MOUNT HOLYOKE COLLEGE COMPENSATION POLICIES (RELATED ORGANIZATION). ALL W-2 AND OTHER PAYROLL FILINGS FOR THE ALUMNAE ASSOCIATION ARE HANDLED BY THE COLLEGE. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE 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 6 THE 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 DIRECTORS (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. 2) HONORARY MEMBERS: HONORARY ALUMNI/AE ARE ALSO MEMBERS. THEY SHALL BE THOSE PERSONS WHO HAVE BEEN ELECTED HONORARY ALUMNI/AE BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A VOTING 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 HER 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 WHOM 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 7B BYLAWS MAY BE AMENDED BY THE ALUMNAE ASSOCIATION MEMBERSHIP HAVING A QUORUM OF MEMBERS PRESENT AT THE ANNUAL MEETING OF THE ALUMNAE ASSOCIATION HELD AT THE COLLEGE. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE. THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE 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 12C THE 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 C, LINE 19 THE 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 & LINE 24A BEGINNING JANUARY 1, 2018, THE EMPLOYEES OF THE ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE'S, (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 $1,690,134 FOR THE YEAR ENDED JUNE 30, 2019, WERE PAID BY THE COLLEGE AND CHARGED TO THE ALUMNAE ASSOCIATION. THIS 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 2C THIS PROCESS DID NOT CHANGE DURING THE YEAR. MOUNT HOLYOKE COLLEGE 50 COLLEGE STREET SOUTH HADLEY MA 01075 042103578 ACADEMICS MA 501(C)(3) LINE 2 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 MOUNT HOLYOKE COLLEGE C 1760000 CASH CONTRIBUTION MOUNT HOLYOKE COLLEGE P 2003444 ACTUAL COST OF EXPENSE MOUNT HOLYOKE COLLEGE (INKIND SPACE) N 50000 EST. OF PREVAILING MARKET RATE MOUNT HOLYOKE COLLEGE O 50952 SHARED IT EMPLOYEE MOUNT HOLYOKE COLLEGE B 5000 DONATION