THE TRUSTEES OF MOUNT HOLYOKE COLLEGE (EIN 042103578) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year

1836

Legal Domicile

Principal Officer

DANIELLE R HOLLEY

Phone

4135383674

Tax Period

2024-07-01 to 2025-06-30

THE TRUSTEES OF MOUNT HOLYOKE COLLEGE, founded in 1836, is a major nonprofit in the Education sector that reported $242.2M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $279.6M exceeded revenue, resulting in a 15% operating deficit.

Mission

THE BOARD OF TRUSTEES RECOGNIZES THE UNIQUE ROLE THE PRESIDENT AND OTHER SENIOR ADMINISTRATORS PLAY IN SUPPORTING ALUM AND ADVANCEMENT ACTIVITIES, CAMPUS EVENTS, AND OTHER OFFICIAL FUNCTIONS. ACCORDINGLY, AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE COLLEGE, COLLEGE OWNED OR LEASED HOUSING IS PROVIDED TO THE PRESIDENT, THE PROVOST AND DEAN OF FACULTY, AND THE VICE PRESIDENT FOR STUDENT LIFE AND DEAN OF STUDENTS TO FULFILL THESE DUTIES. SUCH HOUSING PROVIDED TO THE PRESIDENT IS APPROVED BY THE BOARD OF TRUSTEES AND HOUSING PROVIDED TO OTHER SENIOR ADMINISTRATORS IS APPROVED BY THE PRESIDENT. THE PERSONAL USE VALUE OF COLLEGE PROVIDED HOUSING IS INCLUDED IN NONTAXABLE BENEFITS. FOR THE PRESIDENT'S HOUSE, THE COLLEGE PROVIDES CUSTODIAL PERSONNEL AND APPROPRIATE EQUIPMENT AND SUPPLIES NECESSARY TO KEEP THE RESIDENCE'S APPEARANCE AND CLEANLINESS AT ACCEPTABLE STANDARDS. THE COST FOR TIME SPENT CLEANING THE PERSONAL QUARTERS OF THE PRESIDENT'S HOUSE IS INCLUDED IN THE FORM W-2 OF THE PRESIDENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $26,190,711

Program Service Revenue $184,079,537

Investment Income $23,699,307

Other Revenue $8,279,489

TOTAL REVENUE $242,249,044

Expense Breakdown

Grants Paid $86,655,737

Salaries & Benefits $119,976,654

Fundraising Expenses $9,328,617

Program Expenses $237,207,408

Other Expenses $72,936,598

TOTAL EXPENSES $279,568,989

Year-over-Year Comparison

	2024	2023	Change
Revenue	$242,249,044	$255,831,582	-0.1%
Expenses	$279,568,989	$265,136,935	+0.1%
Net Income	$-37,319,945	$-9,305,353	+3.0%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

2924

Volunteers

812

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$3,551,387

Total Directors

$735,243

Key Employees

$1,054,994

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIELLE HOLLEY	PRESIDENT	65.00	Officer Director	$624,252	$110,991	$735,243
SALLY DURDAN	CHAIR	8.00	Director	$0	$0	$0
RHYNETTE NORTHCROSS HURD	VICE CHAIR	4.00	Director	$0	$0	$0
KIRA BANKS	TRUSTEE	4.00	Director	$0	$0	$0
CARLY BASILE	TRUSTEE	4.00	Director	$0	$0	$0
W ROCHELLE CALHOUN	TRUSTEE	2.00	Director	$0	$0	$0
ROBERTA CORDANO	TRUSTEE	2.00	Director	$0	$0	$0
MARY ANN DEIGNAN	TRUSTEE	4.00	Director	$0	$0	$0
ASHANTA EVANS BLACKWELL	TRUSTEE	4.00	Director	$0	$0	$0
ADAM FALK	TRUSTEE	2.00	Director	$0	$0	$0
NANCIE FIMBEL	TRUSTEE	4.00	Director	$0	$0	$0
HOPE GILES	TRUSTEE	2.00	Director	$0	$0	$0
SARITA GUPTA	TRUSTEE	2.00	Director	$0	$0	$0
FARAH KHAN	TRUSTEE	4.00	Director	$0	$0	$0
MARIA KOCHIRAS	TRUSTEE	2.00	Director	$0	$0	$0
MONICA LANDRY	TRUSTEE	6.00	Director	$0	$0	$0
ANNE MCKENNY	TRUSTEE	4.00	Director	$0	$0	$0
AVICE MEEHAN	TRUSTEE	2.00	Director	$0	$0	$0
LOURDES MELGAR	TRUSTEE	2.00	Director	$0	$0	$0
MARKEISHA MINER	TRUSTEE	2.00	Director	$0	$0	$0
HALLIE NATH	TRUSTEE	2.00	Director	$0	$0	$0
RAJ SESHADRI	TRUSTEE	4.00	Director	$0	$0	$0
LIZ SEVIGNY	TRUSTEE	2.00	Director	$0	$0	$0
MONA SUTPHEN	TRUSTEE	2.00	Director	$0	$0	$0
LALE TOPCUOGLU	TRUSTEE	2.00	Director	$0	$0	$0
ELIZABETH WEATHERMAN	TRUSTEE	6.00	Director	$0	$0	$0
SHELLEY WEINER SHEINKOPF	TRUSTEE	2.00	Director	$0	$0	$0
SHIRLEY WILCHER	TRUSTEE	2.00	Director	$0	$0	$0
KASSANDRA JOLLEY	VP FOR COLLEGE RELATIONS	55.00	Officer	$381,038	$86,668	$467,706
LISA SULLIVAN	PROVOST & DEAN OF FACULTY	55.00	Officer	$317,425	$81,534	$398,959
CARL RIES	VP FOR FIN & ADMIN & TREASURER	55.00	Officer	$358,725	$36,693	$395,418
BETT SCHUMACHER	CHIEF OF STAFF/COLLEGE SECRETARY	55.00	Officer	$294,056	$59,836	$353,892
MARCELLA RUNELL HALL	VP FOR STUD LIFE & DEAN OF STUDENTS	55.00	Officer	$245,651	$77,647	$323,298
ROBIN RANDALL	VP FOR ENROLLMENT MANAGEMENT	55.00	Officer	$249,214	$55,253	$304,467
ALEXANDER WIRTH-CAUCHON	CIO & EXEC DIR OF LITS	55.00	Officer	$233,865	$55,332	$289,197
KIJUA SANDERS-MCMURTRY	VP FOR EQUITY & INCLUSION	55.00	Officer	$242,275	$40,932	$283,207
ANA YANKOVA	CHIEF INVESTMENT OFFICER	50.00	Key Emp	$1,041,143	$13,851	$1,054,994
THOMAS COTE	MANAGING DIRECTOR, INVESTMENT OFFICE	50.00	Highest	$473,265	$47,938	$521,203
NATALIE HERTER	DIRECTOR, INVESTMENT OFFICE	50.00	Highest	$374,025	$23,039	$397,064
SARAH ADELMAN	PROFESSOR OF ECONOMICS	50.00	Highest	$227,105	$55,157	$282,262
HEATHER MCDONALD	AVP FOR DEVELOPMENT	50.00	Highest	$246,010	$29,861	$275,871
KARLA YOUNGBLOOD	AVP FOR FACILITIES MANAGEMENT	50.00	Highest	$217,868	$50,146	$268,014

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$242,249,044	$279,568,989	$1,587,140,267	$-37,319,945
2024	No data	No data	No data	No data
2023	$283,916,749	$235,271,207	$1,439,685,614	$48,645,542
2022	$215,955,879	$223,911,598	$1,335,059,510	$-7,955,719
2021	$296,398,601	$180,270,466	$1,407,677,265	$116,128,135
2020	$203,199,315	$206,365,091	$1,113,144,235	$-3,165,776
2019	$217,699,172	$209,081,568	$1,083,472,761	$8,617,604
2018	$218,076,366	$202,429,541	$1,069,072,820	$15,646,825

THE TRUSTEES OF MOUNT HOLYOKE COLLEGE