2018-03-20T10:09:15-05:00 2017-06-30 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2016-07-01 042105894 ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE ALUM 4135382300 50 COLLEGE STREET SOUTH HADLEY MA 01075 MARCIA BRUMIT KROPF PRESIDENT 4135382300 2018-02-17 1 RUDY M D'AGOSTINO P00962620 4135368510 2018-02-17 70.91.134.109 2018-02-17 10:30:32 ES P AD3F8EE50D5F7EC6B53C6043B726FF9CFFFCA21C 5487B70193E1BBDA186540382A3522B5D37368D3 2016 2021-01-29 14:40:06Z MARCIA BRUMIT KROPF 50 COLLEGE STREET SOUTH HADLEY MA 01075 3164401 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 23 2183 15655 8021 2148245 2076223 299722 353316 313463 605758 5604 -6723 2767034 3028574 0 7688 0 0 1729708 1690230 0 0 0 926825 860871 2656533 2558789 110501 469785 7262233 8047688 96226 181532 7166007 7866156 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 1569688 7688 337661 TO ADVANCE INTEREST IN MOUNT HOLYOKE COLLEGE AND ITS ALUMNAE BY CREATING A WORKING RELATIONSHIP BETWEEN THE TWO. IN FYE 6/30/17, THIS INCLUDED A PARTNERSHIP WITH THE COLLEGE IN WHICH A SERIES OF NETWORKING OPPORTUNITIES WERE HOSTED BETWEEN ALUMNAE AND STUDENTS ON CAMPUS. IN JANUARY 2017, THE "POWERED BY MOUNT HOLYOKE" CAMPAIGN WAS LAUNCHED 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. 27255 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. 1596943 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 32 0 1 23 1 1 1 0 0 0 0 0 0 0 0 0 X 15 15 0 0 1 0 1 0 0 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 5.00 X X 0 0 0 ASHANTA EVANS-BLACKWELL CLERK 2.00 X X 0 0 0 SUSAN GROSEL VICE PRESIDENT 2.00 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 SHANNON DALTON GIORDANO DIRECTOR - COMMUNICATIONS 2.00 X 0 0 0 DANIELLE GERMAIN DIRECTOR - CLASSES & REUNION 2.00 X 0 0 0 ELAINE C CHEUNG DIRECTOR - YOUNG ALUMNAE REP 2.00 X 0 0 0 CHARLOTTE CHURCH DIRECTOR - VOLUNTEER STEWARD 2.00 X 0 0 0 KATHERINE HUNTER DIRECTOR - GLOBAL STRATEGY 2.00 X 0 0 0 ALICE MARONI DIRECTOR - AT LARGE 2.00 X 0 0 0 ERIN ENNIS DIRECTOR - TRUSTEE ELECT 2.00 X 0 0 0 CARRIANNA FIELD DIRECTOR - ALUMNAE TRUSTEE 2.00 X 0 0 0 NANCY PEREZ INTERIM EXECUTIVE DIRECTOR 55.00 X 111544 0 12238 KAREN NORTHUP-SCUDDER CFO 40.00 X 101330 0 10836 212874 0 23074 2 0 0 0 0 2076223 2076223 REUNION FEES 900099 314271 314271 CONFERENCES/LECTURES 611710 39045 23390 15655 353316 381360 381360 348384 123986 224398 224398 224398 4770 11841 -7071 -7071 MISCELLANEOUS INCOME 900099 348 348 348 3028574 337661 15655 599035 7688 7688 263184 48173 215011 1083857 736611 347246 121852 67578 54274 221337 151709 69628 7200 7200 14700 14700 55351 55351 114172 42567 71605 23835 23835 150336 138096 12240 61445 45426 16019 3856 2255 1601 331230 261300 69930 6152 6152 13844 8096 5748 1829 1829 STUDENT SERVICES 28825 28670 155 MISCELLANEOUS 24407 22926 1481 BANK & CC FEES 10250 9286 964 COLLABORATIVE INITIAT. 7940 7940 5499 2727 2772 2558789 1596943 961846 0 659409 847162 447330 448269 1099 3942 23875 26653 84552 55924 42472 28628 6088048 6693034 7262233 8047688 96226 111032 0 70500 96226 181532 X 7166007 7866156 7166007 7866156 7262233 8047688 469785 230364 0 X 0 1 X 1 0 X X 1 MOUNT HOLYOKE COLLEGE 042103578 2 0 2060179 0 1 2060179 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 6/30/17 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 55924 28628 28628 POOLED INV ACCT W/MT HOLYOKE COLLEGE 6693034 F 6693034 DUE TO/FROM MT HOLYOKE COLLEGE 70500 70500 X 3265428 230364 50000 11841 292205 2973223 55351 55351 3028574 2565279 50000 11841 61841 2503438 55351 55351 2558789 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, 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD- RECLASS OF EXPENSE 11,841. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD- RECLASS AGAINST REVENUES 11,841. 1 MARY WOOLLEY FELLOWSHIP 1 7688 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. 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 4 THE FOLLOWING AMENDMENTS WERE MADE IN THE FISCAL YEAR ENDED 6/30/17 TO THE BYLAWS: (1)A NEW BOARD POSITION WAS CREATED, PRESIDENT- ELECT, TO FACILITATE THE ONBOARDING OF THE ASSOCIATION'S PRESIDENT. THIS IS A NON-VOTING BOARD POSITION. (2) THE DUTIES OF THE PRESIDENT WERE CHANGED FROM THOSE OF THE CHIEF EXECUTIVE OFFICER OF THE ASSOCIATION TO THE CHAIR OF THE BOARD. THE PRESIDENT'S RESPONSIBILITIES CHANGE FROM SUPERVISING THE AFFAIRS OF THE ASSOCIATION TO ADVISING THE AFFAIRS OF THE ASSOCIATION. (3) THE EXECUTIVE DIRECTOR'S ROLE, IF ONE IS HIRED, WAS CHANGED FROM THAT OF CHIEF OPERATING OFFICER TO CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE 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 IN A DEGREE PROGRAM, AND ANY OTHER FORMER STUDENT WHO, AFTER MAKING WRITTEN APPLICATION TO THE ASSOCIATION, IS ACCEPTED AS A VOTING MEMBER BY THE BOARD OF DIRECTORS (HEREINAFTER REFERRED TO AS THE BOARD) OF THE 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 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 THEIR 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 WHEN THE ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE HIRES A NEW EMPLOYEE, SALARY IS 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. 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. MOUNT HOLYOKE COLLEGE 50 COLLEGE STREET SOUTH HADLEY MA 01075 ACADEMICS MA 501(C)(3) LINE 2 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 MOUNT HOLYOKE COLLEGE C 2060179 CASH CONTRIBUTION MOUNT HOLYOKE COLLEGE P 502844 ACTUACOST OF SERVICES MOUNT HOLYOKE COLLEGE ( INKIND SPACE) N 50000 EST. OF PREVAILING MARKET RATE MOUNT HOLYOKE COLLEGE Q 9204 FMV