2019-02-15T08:12:32-06:00 2018-06-30 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2017-07-01 042105894 ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE ALUM 4135382300 50 COLLEGE STREET SOUTH HADLEY MA 01075 MARIA Z MOSSAIDES PRESIDENT 4135382300 2019-01-30 1 RUDY M D'AGOSTINO P00962620 4135368510 2019-01-30 70.91.134.109 2019-01-30 12:19:28 ES P C6CC35AC4E2432ADF5195BD09D378E083022FF6C C6CC35AC4E2432ADF5195BD09D378E083022FF6C 2017 2019-02-21 02:37:17Z MARIA Z MOSSAIDES 50 COLLEGE STREET SOUTH HADLEY MA 01075 2640759 0 X ALUMNAE.MTHOLYOKE.EDU X 1923 MA PROVIDING PROGRAMS AND RESOURCES TO HELP ALUMNAE TO CONNECT WITH EACH OTHER AND THE COLLEGE. 15 15 21 1180 24153 18766 2076223 1891361 353316 401811 605758 333932 -6723 9981 3028574 2637085 7688 7500 0 0 1690230 1670634 0 0 0 860871 972248 2558789 2650382 469785 -13297 8047688 8381194 181532 236588 7866156 8144606 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 1920910 7500 377658 TO ADVANCE INTEREST IN MOUNT HOLYOKE COLLEGE AND ITS ALUMNAE BY CREATING A WORKING RELATIONSHIP BETWEEN THE TWO. IN FYE 6/30/18, THIS INCLUDED A PARTNERSHIP WITH THE COLLEGE IN WHICH A SERIES OF NETWORKING OPPORTUNITIES WERE HOSTED BETWEEN ALUMNAE AND STUDENTS ON CAMPUS. THE "POWERED BY MOUNT HOLYOKE" CAMPAIGN WAS ENHANCED IN FYE 6/30/18 TO INSPIRE AND HONOR ALUMNAE TO RAISE VOICES IN SUPPORT OF MOUNT HOLYOKE COLLEGE AND WOMEN'S EDUCATION IN THEIR COMMUNICATIONS AND WORKPLACES THROUGH STORYTELLING, DIRECT MESSAGING, AND RESOURCES. ALUMNAE REMAIN CONNECTED TO THE COLLEGE THROUGH REUNIONS, ONLINE PUBLICATIONS, AND VOLUNTEER RESOURCES.THE ALUMNAE ASSOCIATION RECEIVES IN-KIND USE OF FACILITY SPACE FROM MOUNT HOLYOKE COLLEGE, VALUED AT $50,000. 9011 HOSTED VARIOUS EDUCATIONAL AND NETWORKING SYMPOSIUMS THAT INCLUDED GLOBAL THOUGHT LEADERS, ACCOMPLISHED ENTREPRENEURS, AND HIGH-LEVEL EXECUTIVES FROM ACROSS ASIA, EUROPE AND THE UNITED STATES. 1929921 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 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 22 0 1 21 1 1 1 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 MA X NANCY B PEREZ 4135382302 50 COLLEGE STREET SOUTH HADLEY MA 01075 MARCIA BRUMIT KROPF PRESIDENT 35.00 X X 0 0 0 TARA MIA PAONE TREASURER 2.00 X X 0 0 0 SUSAN GROSAL VICE PRESIDENT 5.00 X X 0 0 0 NANCY DRAKE DIRECTOR - NOMINATING 2.00 X 0 0 0 AMANDA LEINBERGER DIRECTOR AT LARGE 2.00 X 0 0 0 ELIZABETH MCHUGH DIRECTOR - CLUBS 2.00 X 0 0 0 CHARLOTTE CHURCH DIRECTOR - VOLUNTEER 2.00 X 0 0 0 KATHERINE HUNTER DIRECTOR - AT LARGE 2.00 X 0 0 0 ALICE MARONI DIRECTOR - AT LARGE 2.00 X 0 0 0 MARKEISHA MINER CLERK 2.00 X X 0 0 0 ELIZABETH WHARFF DIRECTOR - ALUMNAE TRUSTEE 2.00 X 0 0 0 KC MAURER DIRECTOR - TRUSTEE ELECT 2.00 X 0 0 0 MARISA PEACOCK DIRECTOR - COMMUNICATIONS 2.00 X 0 0 0 MELISSA RUSSELL DIRECTOR - CLASSES/REUNIONS 2.00 X 0 0 0 TARANA BHATIA DIRECTOR - YOUNG ALUMNAE R 2.00 X 0 0 0 NANCY PEREZ EXECUTIVE DIRECTOR 55.00 X 135908 0 20411 MARIA MOSSAIDES BOARD PRESIDENT ELECT 2.00 X 0 0 0 KAREN NORTHUP-SCUDDER DIRECTOR - FINANCE (THRU DEC 2017) 40.00 X 100788 0 15290 236696 0 35701 2 0 1 0 0 1891361 1891361 REUNION FEES 900099 376913 376913 CONFERENCES/LECTURES 611710 24898 745 24153 401811 333932 333932 7591 3674 3917 3917 MISCELLANEOUS INCOME 900099 6064 6064 6064 2637085 377658 24153 343913 7500 7500 169680 57691 111989 1141561 899314 242247 91300 32308 58992 268093 239513 28580 12887 12887 21250 21250 51301 51301 166425 98866 67559 11372 11372 9414 81 9333 54077 42404 11673 74237 16273 57964 20214 15214 5000 9995 5803 4192 1695 1695 REUNION EXPENSE 302706 302706 PRINTING & PUBLICATION 144136 139465 4671 ADHOC PROGRAMMING 48887 25742 23145 STUDENT INITIATIVES 26336 26156 180 17316 9513 7803 2650382 1929921 720461 0 847162 611506 448269 445216 3942 1443 26653 43970 84552 65919 28628 18633 6693034 7260426 8047688 8381194 111032 60956 70500 175632 181532 236588 X 7866156 8144606 7866156 8144606 8047688 8381194 -13297 291747 0 X X 0 1 X 1 0 X X 1 MOUNT HOLYOKE COLLEGE 042103578 2 0 1251467 0 1 1251467 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 6/30/18 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. 84552 65919 18633 18633 POOLED INV ACCT WITH MT HOLYOKE COLLEGE 7260426 F 7260426 DUE TO/FROM MT HOLYOKE COLLEGE 175632 175632 X 2931205 291747 50000 3674 345421 2585784 51301 51301 2637085 2652755 50000 3674 53674 2599081 51301 51301 2650382 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, 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD- RECLASS OF EXPENSE 3,674. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD- RECLASS AGAINST REVENUES 3,674. 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. X 0 0 0 0 0 0 0 0 0 NANCY PEREZ EXECUTIVE DIRECTOR 135908 0 0 0 0 0 15673 0 4738 0 156319 0 0 0 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 B, LINE 15A THROUGH DECEMBER 31, 2017, THE SALARY OF ANY NEWLY HIRED EMPLOYEE WAS DETERMINED BY GATHERING INFORMATION ON COMPETITIVE SALARIES IN LIKE ORGANIZATIONS AND USED AS A BENCHMARK FOR THE HIRING SALARY. THE PERCENTAGE INCREASE IS EQUAL TO THE COLLEGE MODEL FOR ANNUAL COST OF LIVING INCREASE (ABOUT 2%) AND IS APPROVED BY THE BOARD OF TRUSTEES OF MOUNT HOLYOKE COLLEGE. AS OF 1/1/18, ALUMNAE ASSOCIATION'S EMPLOYEES BECAME THOSE OF MOUNT HOLYOKE COLLEGE. ALL COMPENSATION AND BENEFITS OF THE FORMER ALUMNAE ASSOCIATION EMPLOYEES ARE NOW PAID BY THE COLLEGE AND CHARGED BACK TO ALUMNAE ASSOCIATION. COMPENSATION IS NOW DETERMINED PURSUANT TO THE COLLEGE'S POLICIES. 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 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 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 MOUNT HOLYOKE COLLEGE C 1850000 CASH CONTRIBUTION MOUNT HOLYOKE COLLEGE P 1251465 ACTUAL COST OF EXPENSE MOUNT HOLYOKE COLLEGE (INKIND SPACE) N 50000 EST. OF PREVAILING MARKET RATE