2024-04-23T10:11:55-00:00 2023-06-30 320048525 LaPier Dillon & Associates PC 333 Elm Street W Springfield MA 01089 990 2022-07-01 042105894 ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE ALUM 4135382300 50 COLLEGE STREET South Hadley MA 01075 ELLEN HYDE PACE PRESIDENT 4135382300 2024-04-23 true ELLEN HYDE PACE XXX-XX-XXXX Nicholas LaPier P01227383 4137320200 2024-04-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ELLEN HYDE PACE 50 COLLEGE ST SOUTH HADLEY MA 01075 1745626 false X https://www.mtholyoke.edu/alums X 1923 MA PROVIDING PROGRAMS AND RESOURCES TO HELP ALUMS TO CONNECT WITH EACH OTHER AND MOUNT HOLYOKE COLLEGE. 13 13 0 1099 0 1126666 1342080 336785 387725 890 953 6848 14868 1471189 1745626 7500 7500 0 0 0 0 1794014 2162809 1801514 2170309 -330325 -424683 10342272 10141205 491045 77457 9851227 10063748 X THE 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. false false 1684695 Please see schedule O. 1684695 true true false false false false false false false false true true false false true true true false false false false false false false false false false false true false false false false false false false false false false false false false false true false true false true 0 0 true 0 true true false false false false false false false false false false false X 13 13 false false false false true true true true true false true true true true true true true true true true false MA X KATHY CADORETTE 4135382735 50 COLLEGE STREET SOUTH HADLEY MA 01075 TRISHA TANNER EXECUTIVE DIRECTOR 055.00 X 0 72542 0 JANICE ALBERT DIRECTOR - VOLUNTEER EXPERIENCE 002.00 X 0 0 0 NAOMI BARRY-PEREZ DIRECTOR - CLUBS 002.00 X 0 0 0 HILARY BLAND DIRECTOR - AT LARGE 002.00 X 0 0 0 WENDY FISHER DIRECTOR - VOLUNTEER EXPERIENCE 002.00 X 0 0 0 JULIE GREEN DIRECTOR - NOMINATING 002.00 X 0 0 0 SARITA GUPTA DIRECTOR - ALUMNAE TRSTE ELECT 002.00 X 0 0 0 BRITTANY LAMBERT DIRECTOR - ALUMNAE REP 002.00 X 0 0 0 SABRINA MAURER DIRECTOR - CLASSES REUNION 002.00 X 0 0 0 RACHEL MCENROE DIRECTOR - COMMUNICATIONS 002.00 X 0 0 0 AVICE MEEHAN DIRECTOR - ALUMNAE TRUSTEE 002.00 X 0 0 0 SUSY HELDMAN TREASURER 005.00 X 0 0 0 ANTORIA HOWARD-MARROW VICE PRESIDENT 002.00 X 0 0 0 ELLEN PACE PRESIDENT 010.00 X 0 0 0 CARRIE RUZICKA CLERK 002.00 X 0 0 0 72542 false false false Nancy Perez 597 Westport Ave Norwalk CT 06851 Consultant for Executive Director 240755 Fry Communications 880 W Church Rd Mechanicsburg PA 17055 Print Postage for Quarterly Magazine 154996 2 1342080 1342080 Reunion Fees 347083 Travel Program 10072 Conference Fees 30570 387725 953 14755 14755 MISCELLANEOUS INCOME 900099 113 113 1745626 X 0 7500 7500 0 0 0 0 0 0 0 0 0 18514 18514 16082 16082 0 0 202464 95959 106505 0 15271 14815 456 69426 69426 0 0 64691 35185 29506 0 357821 357821 0 0 817 817 0 SALARIES/BENEFITS/PURCHASED SERVICES 1093751 794047 299704 PRINTING PUBLICATION 267040 264822 2218 CONFERENCE SUPPLIES 27925 24713 3212 EQUIPMENT MAINTENANCE SUPPLIES 26137 17638 8499 2870 2769 101 2170309 1684695 485614 0 344432 63036 594519 458975 47930 52015 84552 83327 2042 1225 9172722 9417421 180627 148533 10342272 10141205 92008 45716 399037 31741 491045 77457 X 9851227 10063748 9851227 10063748 10342272 10141205 X -424683 637204 X X false true X true false X X 1 MOUNT HOLYOKE COLLEGE 042103578 2 false 1392080 0 1 1392080 0 true false false false false false false false false false false false false false false true true false X true true Part IV Section E Line 2A THE ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE ACTIVITIES FURTHERED THE EXEMPT PURPOSE OF ITS SUPPORTED 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. Part IV Section E Line 2B THE 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 84552 83327 1225 1225 Financial derivatives and other financial products Closely-held equity interests POOLED INV ACCOUNT WITH MT HOLYOKE COLLEGE 9417421 F 9417421 Federal income taxes Due to College Amounts Held on Behalf of Others 31741 31741 1795626 50000 50000 1745626 1745626 2220309 50000 50000 2170309 2170309 true Mount Holyoke College 50 College Street South Hadley MA 01075 042103578 501c3 FMV none none 1 MARY WOOLLEY FELLOWSHIP 1 7500 Part II Line B FELLOWSHIP APPLICANTS ARE MOUNT HOLYOKE GRADUATING SENIOR OR ALUMS WITH A BACHELORS DEGREE FROM MOUNT HOLYOKE MAY APPLY FOR A FELLOWSHIP 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. false false false false false false Form 990, Part III, Line 4a IN FYE 6/30/23 THE ALUMNAE ASSOCIATION DEVELOPED A BOLD NEW STRATEGIC PLAN TO CARRY OUT ITS MISSION TO UPLIFT MOUNT HOLYOKE ALUMS AND BUILD COMMUNITY THAT FOSTERS LIFELONG LEARNING AND EMPOWERS IMPACTFUL CONNECTIONS. THE ASSOCIATION ALSO SET PERFORMANCE INDICATORS TO DRIVE THE PLANS IMPLEMENTATION TOWARD OUR VISION TO BE A COMMUNITY OF ALUMS SUPPORTING EACH OTHER AND COMMITTED TO THE FUTURE OF MOUNT HOLYOKE COLLEGE. REUNIONS THE ANNUAL HIGHLIGHT OF ALUM PROGRAMMING IS TWO WEEKENDS OF REUNIONS, DRAWING OVER 1,300 ALUMS BACK TO CAMPUS FROM 16 CLASSES, SPANNING 8 DECADES, TO PARTICIPATE IN SOME 125 EVENT OFFERINGS. FOLLOWING TWO YEARS AS AN ONLINE EVENT DUE TO THE PANDEMIC IN 2020 AND 2021, REUNION ONCE AGAIN SERVED AN EXPANDED GROUP, AS THE CLASS OF 2021 CELEBRATED MANY TRADITIONS THAT WERE UNAVAILABLE DURING THEIR HYBRID COMMENCEMENT AS PART OF THEIR 2ND REUNION, AND THE CLASS OF 1971 RETURNED FOR A MAKE-UP 50TH REUNION. ALUMNAE QUARTERLY THE ASSOCIATIONS OFFICIAL PUBLICATION AND MOST POPULAR SIGNATURE OFFERING, THE ALUMNAE QUARTERLY MAGAZINE WAS PUBLISHED FOUR TIMES IN FISCAL YEAR 2023 FOLLOWING TWO YEARS OF THRICE ANNUAL PUBLICATION DUE TO PANDEMIC DISRUPTION. EACH ISSUE BROUGHT NEWS AND STORIES FROM THE COLLEGE AND ACROSS THE ALUM COMMUNITY TO A 38,000-STRONG WORLDWIDE READERSHIP OF ALUMS, FAMILIES OF CURRENT STUDENTS AND FRIENDS OF THE COLLEGE, VIA BOTH PRINT DISTRIBUTION AND AN ENHANCED ONLINE PLATFORM. ENGAGEMENT LIFELONG LEARNING PROGRAMS THE ASSOCIATION CONTINUED TO REINTRODUCE IN-PERSON PROGRAMMING, WHILE GROWING DIGITAL ENGAGEMENT OPPORTUNITIES TO CONNECT OUR GLOBAL COMMUNITY WITH THE HIRE OF A NEW ASSOCIATE DIRECTOR FOR DIGITAL ENGAGEMENT. SIGNATURE EVENTS INCLUDED THE ONLINE VOLUNTEER CONFERENCE THE EUROPEAN ALUMNAE SYMPOSIUM, HOSTED BY THE EUROPEAN ALUMNAE COUNCIL IN THE HAGUE THE 50TH ANNIVERSARY BLACK AMUNAE CONFERENCE, ORGANIZED BY THE BLACK ALUMNAE SOCIETY THE IN-PERSON VESPERS CONCERT, HOSTED THIS YEAR BY THE MOUNT HOLYOKE CLUB OF NEW YORK AS WELL AS A SERIES OF REGIONAL VISITS INCLUDING LYNK ON THE ROAD EVENTS CONNECTING STUDENTS WITH ALUMS FOR CAREER NETWORKING OPPORTUNITIES, AND EVENTS BRINGING MOUNT HOLYOKE COLLEGES INTERIM PRESIDENT BEVERLY DANIEL TATUM INTO CONVERSATION WITH ALUMS. EACH OF THESE OFFERINGS WAS PRODUCED IN PARTNERSHIP WITH MOUNT HOLYOKE DEPARTMENTS AND/OR ALUM CLUBS AND GROUPS TO CONTINUE TO INSPIRE AND HONOR ALUM VOICES IN SUPPORT OF THE ALUMNAE ASSOCIATION AND MOUNT HOLYOKE COLLEGE. Form 990, Part IV, Section A, Line 1 THE 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 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 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 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 EITHER IN PERSON OR VIA VIRTUAL MEETING. 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 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 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 15 THE EXECUTIVE 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 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 24a BEGINNING JANUARY 1, 2018, THE EMPLOYEES OF THE ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE, 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 1,093,751 FOR THE YEAR ENDED JUNE 30, 2023, 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. 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 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. Form 990, Part XI, Section 1, Line 9 THE ASSOCIATION RECORDS 637,204 IN A NET GAIN FOR ITS PERCENTAGE OF THE INVESTMENT ACCOUNT ON DEPOSIT WITH THE MOUNT HOLYOKE COLLEGE. MOUNT HOLYOKE COLLEGE 50 COLLEGE STREET SOUTH HADLEY MA 01075 042103578 ACADEMICS MA 501C3 LINE 2 N/A false false false true false false false false false false false false false false true false false false false false MOUNT HOLYOKE COLLEGE c 1342080 NET CASH CONTRIBUTION MOUNT HOLYOKE COLLEGE (IN KIND SPACE) n 50000 ESTIMATE OF PREVAILING VALUE