2016-05-11T10:29:35-05:00 2015-06-30 MALONEY NOVOTNY LLC 1111 SUPERIOR AVENUE SUITE 700 CLEVELAND OH 44114 990 2014-07-01 046130872 HAMPSHIRE COLLEGE TRUSTEES % MARY MCENEANY HAMP 4135494600 893 WEST STREET AMHERST MA 01002 MARY MCENEANY VP-FINANCE&ADMIN AND TREASURER 4135494600 2016-05-09 true CHRISTOPHER B ANDERSON P00226559 2163630100 2014 2016-08-17 19:52:53Z MARY MCENEANY 893 WEST STREET AMHERST MA 01002 95941598 false X WWW.HAMPSHIRE.EDU X 1965 MA TO FOSTER A LIFELONG PASSION FOR LEARN- ING,INQUIRY,AND ETHICAL CITIZENSHIP THAT INSPIRES STUDENTS TO CONTRIB- UTE TO KNOWLEDGE,JUSTICE,AND POSITIVE CHANGE IN THE WORLD. 29 26 1541 361 1252023 -79609 10189737 14697135 75558231 73491457 2210125 1575038 1996284 2590726 89954377 92354356 27533243 27719592 0 0 35595313 35538095 0 0 2832586 20547449 20989707 83676005 84247394 6278372 8106962 100365657 106499142 30002183 28365086 70363474 78134056 X THE MISSION OF HAMPSHIRE COLLEGE IS TO FOSTER A LIFELONG PASSION FOR LEARNING, INQUIRY, AND ETHICAL CITIZENSHIP THAT INSPIRES STUDENTS TO CONTRIBUTE TO KNOWLEDGE, JUSTICE, AND POSITIVE CHANGE IN THE WORLD AND, BY DOING SO, TO TRANSFORM HIGHER EDUCATION. false false 51424007 27719592 61957275 EDUCATIONAL DELIVERY: INCLUDES INSTRUCTIONAL AND OTHER EDUCATIONAL ACTIVITIES. HAMPSHIRE COLLEGE PROVIDES INSTRUCTION FOR 1,357 FTE UNDERGRADUATE STUDENTS AND EMPLOYS 128 FTE FACULTY. EDUCATIONAL DELIVERY ALSO INCLUDES STUDENT FINANCIAL AID PROGRAMS. FINANCIAL AID INCLUDES GRANTS, SCHOLARSHIPS, AND GOVERNMENT AID AWARDS TO ASSIST STUDENTS IN THE FINANCIAL COST OF ATTENDING HAMPSHIRE COLLEGE (1,357 STUDENTS). 93% OF OUR FACULTY HAVE PH.D. OR OTHER TERMINAL DEGREES IN THEIR FIELDS. ACCREDITATION: HAMPSHIRE COLLEGE IS FULLY ACCREDITED BY THE NEW ENGLAND ASSOCIATION OF SCHOOLS AND COLLEGES. MEMBERSHIP IN THE ASSOCIATION INDICATES THAT THE INSTITUTION HAS BEEN CAREFULLY EVALUATED AND FOUND TO MEET STANDARDS AGREED UPON BY QUALIFIED EVALUATORS. 9090948 12330790 STUDENT SERVICES PROGRAMS: INCLUDES THE COST OF HEALTH SERVICES, RECREATIONAL ATHLETICS, DEAN OF STUDENT OFFICE EXPENSES AND OTHER SUPPORT SERVICES FOR 1,357 STUDENTS. HAMPSHIRE IS ONE OF 40 COLLEGES PROFILED IN COLLEGES THAT CHANGE LIVES (CTCL) FOR "DEVELOPING POTENTIAL, VALUES, INITIATIVE, AND RISK-TAKING" IN STUDENTS. CTCL SAYS OF HAMPSHIRE, "NO COLLEGE HAS STUDENTS WHOSE INTELLECTUAL THYROIDS ARE MORE ACTIVE OR WHOSE MINDS ARE MORE PASSIONATELY ENGAGED." ON ANY GIVEN DAY, A HAMPSHIRE STUDENT CAN ENJOY 200+ STUDENT ACTIVITIES, 100+ STUDENT GROUPS, 63 BOOKSTORES, 30 MUSEUMS, 19 ART GALLERIES, 21 THEATER STAGES, 35 CONCERT VENUES, 12 DANCE CLUBS, 220 BIKE TRAILS, 69 PIZZA PLACES, 19 COFFEE HOUSES, 18 BAKERIES, 14 HEALTH FOOD STORES AND 68 RESTAURANTS THAT DELIVER. 3398434 512045 Sponsored Research and Restricted Expenditures: Includes all private and federal funds received for sponsored research and restricted activities. Grants from corporations, foundations, and government agencies support everything from building construction and equipment, program development, individual faculty research, and endowed scholarships. The following information reflects the grants awarded ($30,000 or above) to Hampshire College during the period of 07/01/14 - 06/30/15. The Civil Liberties and Public Policy (CLPP) program at Hampshire was awarded the following grants: $50,000 from the Foundation for a Just Society for one year of general operating support; $50,000 from the Gund Foundation for one year of general operating support; $70,000 from the General Service Foundation for one year of general operating support; and $350,000 from the Ford Foundation for two years of general operating support. The College was awarded one grant (a sub-contract from Holyoke Community College) of $124,257 from the National Science Foundation (NSF) to support the project, "Application of Clean Energy Technology to Sustainable Agricultural Practice." From private sources, the College was awarded: a $65,000 grant from the Andrew W. Mellon Foundation to support the planning of a "Library Learning Commons"; a $250,000 grant from the Henry P. Kendall Foundation to "Bolster the 100% Local Food Challenge through Targeted Investment": and a $300,000 grant from the Andrew W. Mellon Foundation for the program, "Bridge to Retirement: Facilitating Institutional Change." 63913389 true true false true false false false true false true true true false false true true true false true false true false true false false false false false true true true false false false false false false false false false false true true false false false true false false false true 235 0 true 1541 true true true false false false false false false false false false X 29 26 false false false false false true false true true false false false true true true true true true true false AZ AR CO DC KY ME MD MA MI NH NJ NY OH OK OR SC WA WI X MARY MCENEANY 4135494600 893 WEST STREET AMHERST MA 01002 Matthew Arnold Trustee 3.0 0.0 X 0 0 0 Manish Bapna Trustee 3.0 0.0 X 0 0 0 Judy Bornstein Trustee 3.0 0.0 X 0 0 0 Shelley Carey Vice Chair 5.0 0.0 X 0 0 0 Harold Carroll Trustee 3.0 0.0 X 0 0 0 Edward Dees Trustee 3.0 0.0 X 0 0 0 David Dinerman Vice Chair 5.0 0.0 X 0 0 0 Linda Earle Trustee 3.0 0.0 X 0 0 0 Carolyn Greenspan Trustee 3.0 0.0 X 0 0 0 Luis Hernandez Trustee 3.0 0.0 X 0 0 0 Gaye Hill Chair 5.0 0.0 X 0 0 0 Rebecca Holland Trustee 3.0 0.0 X 0 0 0 Mary James Trustee 3.0 0.0 X 0 0 0 Stephan Jost Trustee 3.0 0.0 X 0 0 0 Timothy Koller Trustee 3.0 0.0 X 0 0 0 David Matheson Trustee 3.0 0.0 X 0 0 0 Richmond Mayo-Smith Trustee 3.0 0.0 X 0 0 0 Robert McCarthy Trustee 3.0 0.0 X 0 0 0 Lucy McFadden Trustee 3.0 0.0 X 0 0 0 Deborah Merrill-Sands Trustee 3.0 0.0 X 0 0 0 William Null Alumni Trustee 3.0 0.0 X 0 0 0 Karina Rosenstein Student Trustee 1.0 0.0 X 0 0 0 Kenneth Rosenthal Vice Chair 5.0 0.0 X 0 0 0 A Kim Saal Alumni Trustee 3.0 0.0 X 0 0 0 Carol Salzman Trustee 3.0 0.0 X 0 0 0 Howard Wein Trustee 3.0 0.0 X 0 0 0 Jonathan Lash President/ Trustee 35.0 0.0 X X 357688 0 103217 Elizabeth Conlisk Fac.Trustee/Professor 35.0 0.0 X 93534 0 17288 Marjorie Dunehew Staff Trustee/DIR.-PROC&AUX.SV 35.0 0.0 X 47548 0 7392 Mark Spiro VP for Finance & Admin. 35.0 0.0 X 208770 0 26282 Eva Rueschmann VP and Dean of Faculty 35.0 0.0 X 211490 0 26783 Beth Ward Secretary 35.0 0.0 X 117234 0 24368 Gerald Bohdanowicz Dir.of Finance&Accounting 35.0 0.0 X 128707 0 6558 Sandra Chessey Controller 35.0 0.0 X 134323 0 11522 Lee Spector Professor 35.0 0.0 X 172436 0 20081 Daniel Ballantine Chief Advancement Officer 35.0 0.0 X 147097 0 23154 Byron McCrae VP-Student Aff./Dean-Students 35.0 0.0 X 149252 0 16109 Ann Michelle Ruocco Assoc.VP-Human Resources 35.0 0.0 X 147894 0 17320 Jeffrey Wolfman Director of Development 35.0 0.0 X 134647 0 12923 Yaniris Fernandez Former Staff Trust./Assoc.Dean 35.0 0.0 X 118565 0 28623 Sura Levine Former Fac.Trustee/Professor 35.0 0.0 X 75001 0 9328 Josiah Litant Former Staff Trust./assoc.dean 35.0 0.0 X 26140 0 6051 Marlene Fried Former Prof/President's advis. 35.0 0.0 X 116403 0 14477 2386729 0 371476 49 true true false MOUNT HOLYOKE COLLEGE 50 COLLEGE STREET SOUTH HADLEY MA 01075 PUBLIC SAFETY SVCS. 1155903 UNIVERSITY HEALTH SERVICES UNIVERSITY OF MASSACHUSETTS AMHERST MA 01003 HEALTH SERVICES 1071627 BRUNERCOTT ASSOCIATES INC 130 PROSPECT STREET CAMBRIDGE MA 02139 ARCHITECTURE 625457 DIVERSIFIED SEARCH 2005 MARKET ST PHILADELPHIA PA 19103 EXEC.SEARCH SVCS. 210792 FIVE COLLEGES INC 97 SPRING STREET AMHERST MA 01002 CONSORTIUM SERVICES 566896 37 677186 14019949 1115596 14697135 TUITION AND FEES 900099 61810634 61810634 ROOM 721000 8499573 8499573 BOARD 722320 2669205 2669205 SPONSORED RESEARCH 900099 512045 512045 73491457 571713 -30050 601763 0 0 0 0 0 4590567 3587242 1003325 1003325 1003325 0 0 0 AUXILIARY ENTERPRISES 721000 1485349 492211 993138 HAMPSHIRE COLLEGE CHILD CARE CTR. 624410 435576 146641 288935 OTHER INCOME 900099 669801 669801 2590726 92354356 74800110 1252023 1605088 0 27034021 27034021 685571 685571 0 965650 47533 715684 202433 0 27622289 20335893 5547970 1738426 2143900 1578367 430605 134928 2979148 2193288 598365 187495 1827108 1345141 366977 114990 0 233684 233684 113500 113500 0 0 244585 244585 2967095 2967095 54287 54287 1084342 611371 295393 177578 927602 927602 0 1611587 1385965 225622 1246578 1018978 111590 116010 0 108864 63672 39924 5268 458055 393927 64128 0 2379422 2046303 309325 23794 561568 561568 RESEARCH&SPONSORED PROGRAMS 3398434 3398434 BON APPETIT-FOOD SVCS 2364864 1182432 1182432 FIVE COLLEGES CONSORTIUM AG. 1003372 1003372 HEALTH SERVICES CONTRACT 915219 915219 1316649 592493 592492 131664 84247394 63913389 17501419 2832586 6276818 3660102 350001 304000 7662650 11854044 214487 245439 0 0 0 0 301517 553460 0 0 215311 186927 114697165 68592600 40736876 46104565 10441971 8887202 31663231 32216438 0 0 0 0 2502795 2486965 100365657 106499142 2548437 1515224 0 0 1584322 1511053 13928420 13457143 0 0 0 0 8768335 8706203 0 0 3172669 3175463 30002183 28365086 X 25989927 24461017 19122771 26275310 25250776 27397729 70363474 78134056 100365657 106499142 8106962 -336380 X false true X true true true X 4774988 10814028 7042167 10189737 14697135 47518055 0 0 4774988 10814028 7042167 10189737 14697135 47518055 4189840 43328215 545134 653858 436406 634817 571713 2841928 0 0 1653 0 0 1653 483889 718964 764203 702148 1308653 3977857 54339493 363016812 0.79736 0.80208 X REASON FOR PUBLIC CHARITY STATUS - PARTS I AND II: HAMPSHIRE COLLEGE'S PRIMARY PUBLIC CHARITY STATUS IS THAT OF AN EDUCATIONAL ORGANIZATION AS DESCRIBED IN INTERNAL REVENUE CODE SECTION 170(b)(1)(A)(ii). HOWEVER, THE COLLEGE ALSO MEETS THE REQUIREMENTS OF SECTION 509(a)(1) TO BE CONSIDERED AS A PUBLICLY SUPPORTED ORGANIZATION. WE HAVE MARKED BOX 7 IN PART I AND COMPLETED THE PUBLIC SUPPORT TEST IN PART II PRIMARILY TO DEMONSTRATE THAT THE COLLEGE QUALIFIES TO USE THE SPECIAL RULE ON SCHEDULE B FOR REPORTING ONLY THOSE DONORS WHO GAVE MORE THAN 2% OF TOTAL CONTRIBUTIONS FOR THE YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 391 false false false 391 false LOBBYING ACTIVITY - PART II-B, LINE 1F: THE COLLEGE HAS PAID MEMBERSHIP DUES TO A CERTAIN ORGANIZATION, AND A PORTION OF THE MEMBERSHIP FEE HAS BEEN ALLOCATED TO LOBBYING EXPENSES BY THE MEMBERSHIP ORGANIZATION. 479221 X X X false 37567049 1272306 1255896 415646 127309 244585 39307711 31039931 912813 8090337 769192 1563219 143621 37567049 27445180 1218148 4464645 1093810 869894 124338 31039931 28917069 1046497 -1055269 944603 416620 101894 27445180 25044173 559285 5799597 442869 1926701 116416 28917069 0.32507 0.58613 0.08880 true false 3877606 3877606 74587579 37082098 37505481 23121325 21912649 1208676 13110655 9597853 3512802 46104565 FINANCIAL DERIVATIVES 9523320 F CLOSELY-HELD EQUITY INTERESTS 9692426 F NON-US EQUITY 13000692 F 32216438 0 CONTINGENT ASSET RETIREMENT OBLIG. 3175463 3175463 64298384 -336380 -336380 64634764 27719592 27719592 92354356 56527802 56527802 27719592 27719592 84247394 DESCRIPTION OF ORGANIZATION'S COLLECTIONS - PART III, LINE 4: ART COLLECTION: THE COLLEGE'S ART COLLECTION CONSISTS PRIMARILY OF PAINTINGS, PHOTOGRAPHS, PRINTS AND SCULPTURES THAT ARE PERIODICALLY DISPLAYED IN OUR LIBRARY GALLERY WITH NO COST FOR ADMISSION. THE WORKS CAN ALSO BE USED AS EDUCATIONAL MATERIALS FOR OUR STUDENTS WORKING ON VARIOUS DIVISION PROJECTS. LIBRARY COLLECTION: THE HAROLD F. JOHNSON LIBRARY PROMOTES THE ACADEMIC GOALS OF THE COLLEGE, TEACHING, RESEARCH, AND LEARNING. OUR COLLECTIONS REFLECT THE INTELLECTUAL INTERESTS AND CONCERNS OF OUR STUDENTS AND FACULTY, WITH PARTICULAR FOCUS ON THE CURRICULUM OF THE FIVE SCHOOLS OF NATURAL SCIENCE, SOCIAL SCIENCE, HUMANITIES, ARTS, AND CULTURAL STUDIES, INTERDISCIPLINARY ARTS, AND COGNITIVE SCIENCE. LIBRARIANS PROVIDE INSTRUCTION AND SUPPORT IN LOCATING AND CRITICALLY EVALUATING INFORMATION IN ANY FORM AND HELP PROVIDE ACCESS TO RESOURCES, ONLINE AND IN PRINT. STUDENTS AND FACULTY USING THE HAMPSHIRE COLLEGE LIBRARY ALSO HAVE ACCESS TO ALL THE LIBRARY RESOURCES OF OUR CONSORTIAL NEIGHBORS: AMHERST COLLEGE, MOUNT HOLYOKE COLLEGE, SMITH COLLEGE, AND THE UNIVERSITY OF MASSACHUSETTS - AMHERST. IN ADDITION, THROUGH FULL-TEXT DATABASES AND INTER-LIBRARY LOAN, STUDENTS AND FACULTY HAVE ACCESS TO A WIDER WORLD OF INFORMATION RESOURCES. INTENDED USES OF ENDOWMENTS - PART V, LINE 4: ENDOWMENT FUNDS ARE DESIGNATED FOR THE FOLLOWING PURPOSES: UNRESTRICTED OPERATIONS, ACADEMIC DIVISIONS, COMPENSATION, RESEARCH, PUBLIC SERVICE AND EXTENSION, LIBRARY OPERATIONS, MAINTENANCE OF PLANT, STUDENT AID, AND OTHER PURPOSES. FIN 48 (ASC 740) FOOTNOTE - PART X, LINE 2: THE COLLEGE IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS GENERALLY EXEMPT FROM FEDERAL TAXES PURSUANT TO SECTION 501(a) OF THE CODE. THE COLLEGE HAS ASSESSED UNCERTAIN TAX POSITIONS AND DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS. OTHER CHANGES IN REVENUE - PART XI, LINE 4B: FINANCIAL AID EXPENSE, WHICH WAS NETTED WITH REVENUE ON FINANCIAL STATEMENTS BUT SHOWN IN PART IX OF FORM 990: $27,719,592 OTHER CHANGES IN EXPENSES - PART XII, LINE 4B: FINANCIAL AID EXPENSE, WHICH WAS NETTED WITH REVENUE ON FINANCIAL STATEMENTS BUT SHOWN IN PART IX OF FORM 990: $27,719,592 true true true true true true true false false false false false false false false true false true PUBLICATION OF RACIAL NONDISCRIMINATION POLICY - PART I, LINE 3: HAMPSHIRE COLLEGE'S NONDISCRIMINATION POLICY CAN BE FOUND ON OUR WEBSITE AT HTTP://WWW.HAMPSHIRE.EDU/DISCOVER/11542.HTM. FINANCIAL AID FROM A GOVERNMENTAL AGENCY - PART I, LINE 6A: HAMPSHIRE COLLEGE RECEIVES FINANCIAL AID FROM THE U.S. DEPARTMENT OF EDUCATION IN THE FORM OF PELL GRANTS, SEOG GRANTS, FEDERAL WORK STUDY FUNDS, AND ACG FUNDS. true Central America and the Caribbean Program Services RESEARCH 7020 Central America and the Caribbean Program Services TRAVEL & EXPENSES 1000 Central America and the Caribbean Program Services PROGRAM STUDIES 2101 Central America and the Caribbean Program Services SHORT TERM STUDY 6089 Central America and the Caribbean Program Services SITE VISIT 394 Central America and the Caribbean Program Services CONFERENCE 1273 East Asia and the Pacific Program Services PROGRAM STUDIES 24050 East Asia and the Pacific Program Services RESEARCH 25116 East Asia and the Pacific Program Services SHORT TERM STUDY 29195 East Asia and the Pacific Program Services SITE VISIT 6846 East Asia and the Pacific Program Services STUDENT RECRUITING 17357 East Asia and the Pacific Program Services TRAVEL & EXPENSES 7943 Europe (Including Iceland and Greenland) Program Services CONFERENCES 24314 Europe (Including Iceland and Greenland) Program Services ALUMNI/DONOR RELATIONS 4079 Europe (Including Iceland and Greenland) Program Services EMPLOYMENT RECRUITING 1026 Europe (Including Iceland and Greenland) Program Services RESEARCH 22001 Europe (Including Iceland and Greenland) Program Services TRAVEL & EXPENSES 3904 Europe (Including Iceland and Greenland) Program Services SHORT TERM STUDY 5375 Europe (Including Iceland and Greenland) Program Services PROGRAM STUDIES 5500 Europe (Including Iceland and Greenland) Program Services SITE VISIT 2444 Europe (Including Iceland and Greenland) Program Services STUDENT RECRUITMENT 1170 Middle East and North Africa Program Services TRAVEL & EXPENSES 1100 Middle East and North Africa Program Services CONFERENCE 1000 Middle East and North Africa Program Services RESEARCH 1958 North America Program Services RESEARCH 5904 North America Program Services CONFERENCE 15340 North America Program Services PROGRAM STUDIES 400 North America Program Services SHORT TERM STUDY 8187 North America Program Services TRAVEL & EXPENSES 625 Russia and the Newly Independent States Program Services CONFERENCE 754 South America Program Services RESEARCH 7441 South America Program Services SHORT TERM STUDY 3282 South America Program Services CONFERENCE 996 South Asia Program Services RESEARCH 8207 South Asia Program Services CONFERENCE 281 South Asia Program Services STUDENT RECRUITMENT 1636 South Asia Program Services TRAVEL & EXPENSES 1698 South Asia Program Services RESIDENCY/CULT.EXCHAN. 92 183708 73390 257098 TUITION&LIVING EXPENSES Central America and the Caribbean 15 163024 CRED.TO ACCT FMV TUITION&LIVING EXPENSES East Asia and the Pacific 12 44680 CRED.TO ACCT FMV TUITION&LIVING EXPENSES Europe (Including Iceland and Greenland) 36 396473 CRED.TO ACCT FMV TUITION&LIVING EXPENSES Middle East and North Africa 3 9300 CRED.TO ACCT FMV TUITION&LIVING EXPENSES North America 4 31660 CRED.TO ACCT FMV TUITION&LIVING EXPENSES Russia and the Newly Independent States 1 4686 CRED.TO ACCT FMV TUITION&LIVING EXPENSES South America 6 13440 CRED.TO ACCT FMV TUITION&LIVING EXPENSES South Asia 3 10413 CRED.TO ACCT FMV TUITION&LIVING EXPENSES Sub-Saharan Africa 3 11895 CRED.TO ACCT false false false false false true MONITORING THE USE OF GRANT FUNDS - PART I, LINE 2: THE COLLEGE MAINTAINS ITS GRANT FUNDS IN INDIVIDUAL GRANT ACCOUNTS AND IS REQUIRED TO BE AUDITED ANNUALLY (A-133). IN ADDITION, GRANTS MADE IN FOREIGN COUNTRIES FOR THE PURPOSE OF THE COLLEGE'S STUDY ABROAD PROGRAM ARE ENTERED INTO USING A CONTRACTUAL AGREEMENT OUTLINING THE SERVICES TO BE DELIVERED. THIS ACTIVITY IS MONITORED BY THE GLOBAL EDUCATION OFFICE AND THE BUSINESS OFFICE. THE MANNER OF CASH DISBURSEMENTS TO SCHOLARSHIP AND FINANCIAL AID RECIPIENTS WAS A DIRECT CREDIT TO EACH STUDENT'S ACCOUNT. THE MANNER OF CASH DISBURSEMENTS FOR ALL STUDY ABROAD PROGRAMS IS WIRE TRANSFER. true HAMPSHIRE COLLEGE GRANTS 796 13866193 CASH VALUE DIV.III GRANTS 2 560 CASH VALUE YELLOW RIBBON GRANT 3 11862 CASH VALUE FOREIGN STUDENT GRANT 49 1229728 CASH VALUE CITIZENS SCHOLARSHIP AWARDS 5 4000 CASH VALUE NATIONAL SERVICE AWARDS 8 6585 CASH VALUE UPLAN 2 -235 CASH VALUE HAMPSHIRE FACULTY SCHOLARSHIPS 80 411560 CASH VALUE JOHNSON SCHOLARSHIP 13 130000 CASH VALUE HC MERIT SCHOLARSHIP 6 8000 CASH VALUE NON SATIS SCIRE 322 2866250 CASH VALUE TUITION EXCHANGE WAIVER 6 178750 CASH VALUE CIC EXCHANGE WAIVER 6 217840 CASH VALUE SEOG 191 360000 CASH VALUE GILBERT STATE AWARDS 60 123894 CASH VALUE COLLEGE WORK STUDY 484 189786 CASH VALUE ENDOWED SCHOLARSHIPS 19 356656 CASH VALUE BELL RINGER SCHOLARSHIP 199 2872500 CASH VALUE PRESIDENTIAL SCHOLARSHIP 240 2556000 CASH VALUE DEAN'S $7500 SCHOLARSHIP 129 925500 CASH VALUE COMMUNITY SCHOLARSHIP 139 666592 CASH VALUE ARTS IN ACTION 6 20000 CASH VALUE COMMUN.ENG./SOCIAL CHANGE 1 4000 CASH VALUE EMERGING SCIENTISTS 2 8000 CASH VALUE INKWELL 2 8000 CASH VALUE PHI THETA KAPPA 1 6000 CASH VALUE SUSTAINABLE FUTURE 2 6000 CASH VALUE MONITORING THE USE OF GRANT FUNDS - PART I, LINE 2: THE MAJORITY OF GRANTS GIVEN TO STUDENTS IN THE UNITED STATES PRIMARILY CONSIST OF NEED-BASED GRANTS. STUDENTS MUST APPLY FOR THESE FINANCIAL AID AWARDS BY COMPLETING TWO FORMS THAT ESTABLISH ELIGIBILITY FOR NEED-BASED AID. THESE ARE STANDARD FORMS USED IN HIGHER EDUCATION FOR THIS PURPOSE: COLLEGE SCHOLARSHIP SERVICE FINANCIAL AID PROFILE AND FREE APPLICATION FOR FEDERAL STUDENT AID. SCHOLARSHIPS AND SIMILAR AMOUNTS GIVEN TO STUDENTS AS FINANCIAL AID ARE APPLIED BY THE COLLEGE DIRECTLY TO THE STUDENT'S ACCOUNT TO ENSURE THAT THE GRANTS ARE USED FOR THEIR INTENDED PURPOSE. HAMPSHIRE COLLEGE GRANT AID ASSISTANCE IS GENERALLY LIMITED TO THE AMOUNT OF TUITION. THE COLLEGE ALSO OFFERS FINANCIAL AID IN THE FORM OF MERIT-BASED SCHOLARSHIPS. THESE ARE SIMILARLY APPLIED BY THE COLLEGE DIRECTLY TO THE STUDENT'S ACCOUNT TO ENSURE THAT THE GRANTS ARE USED FOR THEIR INTENDED PURPOSE AND DO NOT EXCEED THE AMOUNT OF TUITION. X X true true X X X X true false false false false false false false false Jonathan Lash President/ Trustee 327380 0 0 0 30308 0 25415 0 77802 0 460905 0 0 0 Mark Spiro VP for Finance & Admin. 181778 0 0 0 26992 0 21446 0 4836 0 235052 0 0 0 Eva Rueschmann VP and Dean of Faculty 206114 0 0 0 5376 0 20804 0 5979 0 238273 0 0 0 Lee Spector Professor 149160 0 0 0 23276 0 12001 0 8080 0 192517 0 0 0 Daniel Ballantine Chief Advancement Officer 146017 0 0 0 1080 0 14851 0 8303 0 170251 0 0 0 Byron McCrae VP-Student Aff./Dean-Students 137132 0 0 0 12120 0 14490 0 1619 0 165361 0 0 0 Ann Michelle Ruocco Assoc.VP-Human Resources 123658 0 0 0 24236 0 14378 0 2942 0 165214 0 0 0 Marlene Fried Former Prof/President's advis. 92879 0 0 0 23524 0 10882 0 3595 0 130880 0 0 0 Yaniris Fernandez Former Staff Trust./Assoc.Dean 105275 0 0 0 13290 0 11915 0 16708 0 147188 0 0 0 Sura Levine Former Fac.Trustee/Professor 72338 0 0 0 2663 0 7282 0 2046 0 84329 0 0 0 Josiah Litant Former Staff Trust./assoc.dean 25434 0 0 0 706 0 2499 0 3552 0 32191 0 0 0 BENEFITS PROVIDED TO CERTAIN INDIVIDUALS - PART I, LINE 1A: AS A CONDITION OF EMPLOYMENT, THE PRESIDENT OF THE COLLEGE IS PROVIDED WITH HOUSING OWNED BY THE COLLEGE. ALL COSTS TO MAINTAIN THE HOME, INCLUDING A HOUSEKEEPER, WERE PAID FOR BY THE COLLEGE. THE COLLEGE PROVIDES THE PERSONAL SERVICES TO THE PRESIDENT AT NO ADDITIONAL COST, AND NONE OF THE BENEFITS WERE TREATED AS TAXABLE INCOME FOR THE PRESIDENT. SEVERANCE PAYMENT - PART I, LINE 4A: GERALD BOHDANOWICZ RECEIVED A SEVERANCE PAYMENT OF $59,509. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2012-12-17 14225000 CONSTRUCTION/RENOVATION REFINANCE false false false A 0 0 14225000 0 0 0 201383 0 0 14023617 0 0 2012 false true true true A false false false false 0.00002 0.00366 0.00368 true false false true A false true false false false false 0 false 0 false true A true X 1 0 REV.NOT RECORDED X 0 REV.NOT RECORDED X 2 0 REV.NOT RECORDED X 27 1105096 FMV X MUSIC EQUIPMENT - PIANO 1 10500 APPRAISAL X COOKED FOOD 1 0 REV.NOT RECORDED 1 false true true GIFT ACCEPTANCE POLICY - PART I, LINE 31: THE COLLEGE'S GIFT ACCEPTANCE POLICY IS AVAILABLE FROM THE OFFICE OF INSTITUTIONAL ADVANCEMENT UPON REQUEST. USE OF THIRD PARTIES - PART I, LINE 32B: THE COLLEGE UTILIZES THE SERVICES OF A BROKER TO SELL DONATED SECURITIES. THE FEES CHARGED BY THE BROKER ARE AT OR BELOW FAIR MARKET VALUE. MEMBERS' POWER TO ELECT GOVERNING BODY - FORM 990, PART VI, LINE 7A: THE STUDENT BODY ELECTS A STUDENT TRUSTEE AND AN ALTERNATE. THE FACULTY ELECTS A FACULTY TRUSTEE. THE STAFF ELECTS A STAFF TRUSTEE. FORM 990 REVIEW - FORM 990, PART VI, LINE 11B: MANAGEMENT OF THE COLLEGE IS RESPONSIBLE FOR PREPARING A DRAFT OF FORM 990 WITH THE ASSISTANCE OF AN OUTSIDE PUBLIC ACCOUNTING FIRM. THE COMPLETED DRAFT OF FORM 990 IS PROVIDED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES IN ADVANCE OF THE FILING DEADLINE TO ENABLE A REVIEW BY ALL MEMBERS OF THE COMMITTEE WITH SENIOR MANAGEMENT AND THE COLLEGE'S TAX ADVISOR FROM A PUBLIC ACCOUNTING FIRM. ALL QUESTIONS AND CONCERNS OF THE AUDIT COMMITTEE MEMBERS ARE ADDRESSED AND INCORPORATED INTO FORM 990 AS APPROPRIATE. AFTER THE AUDIT COMMITTEE'S REVIEW, ALL MEMBERS OF THE BOARD OF TRUSTEES ARE PROVIDED A COPY OF THE COMPLETED FORM 990 IN ADVANCE OF THE FILING DEADLINE VIA A DEDICATED WEBSITE. AFTER INPUT FROM THE BOARD OF TRUSTEES AND THE AUDIT COMMITTEE HAS BEEN APPROPRIATELY ADDRESSED, FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. MONITORING AND ENFORCEMENT OF CONFLICT POLICY - FORM 990,PART VI,LINE 12C: THE COLLEGE ANNUALLY REQUIRES DISCLOSURES OF CONFLICTS OF INTEREST THROUGH A CONFLICT OF INTEREST FORM. THE TRUSTEES ARE EMAILED THE CONFLICT OF INTEREST FORM FROM THE BUSINESS OFFICE VIA THE COLLEGE'S SECRETARY, AND THE COMPLETED FORMS ARE RETURNED TO THE BUSINESS OFFICE. IF A COMPLETED CONFLICT OF INTEREST FORM DISCLOSES A CONFLICT, IT IS GIVEN TO THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. THE VP FOR FINANCE AND ADMINISTRATION REVIEWS THE FORMS AND THEN SENDS THEM TO THE AUDIT AND COMPLIANCE COMMITTEE IF THE DISCLOSURE IS SOMETHING THAT THE COMMITTEE NEEDS TO BE AWARE OF. THE TRUSTEES RECUSE THEMSELVES FROM VOTING ON MATTERS IN WHICH THEY HAVE A CONFLICT. THE MINUTES OF SUCH MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE, AND A TRUSTEE WHO IS UNCERTAIN WHETHER A CONFLICT OF INTEREST MAY EXIST IN ANY MATTER MAY REQUEST THE BOARD OR COMMITTEE TO RESOLVE THE QUESTION BY MAJORITY VOTE. COMPENSATION REVIEW AND APPROVAL - FORM 990, PART VI, LINE 15: THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS THE COMPENSATION OF THE PRESIDENT. THE PROCESS INCLUDES REVIEWING COMPARABLE DATA TO DETERMINE APPROPRIATE COMPENSATION LEVELS. THE DOCUMENTED PROCESS AND DECISIONS MADE ARE PRESERVED IN HUMAN RESOURCES. THE EXECUTIVE COMMITTEE IS EMPOWERED TO APPROVE THE ANNUAL COMPENSATION OF THE PRESIDENT, AND THE EXECUTIVE COMMITTEE, OR A SUBSET THEREOF, MEETS WITH THE PRESIDENT ANNUALLY FOR A FORMAL EVALUATION AFTER RECEIVING INPUT FROM THE FULL BOARD. THE OTHER OFFICERS' COMPENSATION IS REVIEWED BY THE PRESIDENT. COMPARATIVE SALARY DATA AS WELL AS PROPOSED SALARIES ARE BROUGHT BY THE PRESIDENT TO THE EXECUTIVE COMMITTEE FOR REVIEW. THE PRESIDENT MAKES THE FINAL SALARY DECISIONS FOR ALL COLLEGE OFFICERS. AVAILABILITY OF DOCUMENTS - FORM 990, PART VI, LINE 19: THE COLLEGE'S BY-LAWS, CODE OF CONDUCT, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE ON THE COLLEGE'S WEBSITE: WWW.HAMPSHIRE.EDU. FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE OF THE MASSACHUSETTS ATTORNEY GENERAL. FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG. FORM 990 PROVIDED TO GOVERNING BODY - FORM 990, PART VI, LINE 11A: THE COLLEGE HAS DISTRIBUTED FORM 990 TO THE FULL BOARD OF TRUSTEES WITH THE EXCEPTION OF DONOR INFORMATION ON SCHEDULE B. BECAUSE OF SCHEDULE B'S PRIVATE AND CONFIDENTIAL NATURE, THE BOARD HAS DELEGATED THE AUTHORITY AND RESPONSIBILITY FOR REVIEWING THAT SCHEDULE TO THE AUDIT AND COMPLIANCE COMMITTEE. AS SUCH, WE ARE REQUIRED TO ANSWER "NO" TO THE QUESTION ON LINE 11A EVEN THOUGH A COPY OF FORM 990 (WITH REDACTED DONOR INFORMATION ON SCHEDULE B) WAS PROVIDED TO THE TRUSTEES. CHARITABLE REMAINDER TRUSTS (5) 893 WEST STREET AMHERST MA 01002 CHARITABLE TRUST MA NA TRUST false false false false false false false false false false false false false false false false false false false false