HAMPSHIRE COLLEGE TRUSTEES (EIN 046130872) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

JENNIFER CHRISLER

Phone

4135494600

Tax Period

2024-07-01 to 2025-06-30

HAMPSHIRE COLLEGE TRUSTEES, founded in 1965, is a mid-sized nonprofit in the Education sector that reported $69.4M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $76.7M exceeded revenue, resulting in a 11% operating deficit.

Mission

INSPIRE STUDENTS TO CONTRIBUTE TO KNOWLEDGE, JUSTICE AND POSITIVE CHANGE.

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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 $7,751,567

Program Service Revenue $56,770,971

Investment Income $1,585,930

Other Revenue $3,267,171

TOTAL REVENUE $69,375,639

Expense Breakdown

Grants Paid $36,195,399

Salaries & Benefits $22,337,860

Fundraising Expenses $1,503,805

Program Expenses $66,213,092

Other Expenses $18,201,590

TOTAL EXPENSES $76,734,849

Year-over-Year Comparison

	2024	2023	Change
Revenue	$69,375,639	$58,396,124	+0.2%
Expenses	$76,734,849	$74,910,790	+0.0%
Net Income	$-7,359,210	$-16,514,666	-0.6%

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

907

Volunteers

290

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

$1,088,376

Total Directors

$755,536

Key Employees

$458,677

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD WINGENBACH	PRESIDENT (UNTIL 06/25)	35.00	Officer Director	$384,195	$65,136	$449,331
RENEE SWEENEY	STAFF TRUSTEE	35.00	Director	$89,779	$13,793	$103,572
REBECCA MILLER	FACULTY TRUSTEE	35.00	Director	$83,376	$4,277	$87,653
LILI KIM UNTIL 0625	FORMER FACULTY TRUSTEE	35.00	Director	$97,189	$17,791	$114,980
JOSE FUENTES	CHAIR	2.00	Officer Director	$0	$0	$0
ELLE CHAN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
CATHERINE SMITH	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ERIK BENAU	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD CANTWELL	TRUSTEE	1.00	Director	$0	$0	$0
ERICA HUGGINS	TRUSTEE	1.00	Director	$0	$0	$0
JESS LIN JIMENEZ	STUDENT TRUSTEE	1.00	Director	$0	$0	$0
RAYMOND KASEI	STUDENT TRUSTEE ELECT	1.00	Director	$0	$0	$0
EDDIE MANDHRY	TRUSTEE	1.00	Director	$0	$0	$0
ALICE PETTY	ALUMNI TRUSTEE	1.00	Director	$0	$0	$0
JULIE SCHECTER	TRUSTEE	1.00	Director	$0	$0	$0
JUANA SCHURMAN	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA SHUFRO	TRUSTEE	1.00	Director	$0	$0	$0
JORDAN STRAUSS	TRUSTEE	1.00	Director	$0	$0	$0
ELLEN STURGIS	TRUSTEE	1.00	Director	$0	$0	$0
ANANDA VALENZUELA	TRUSTEE	1.00	Director	$0	$0	$0
ANN-MARIE WHITE	TRUSTEE	1.00	Director	$0	$0	$0
WENDY WEBB WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
CELIA WU	ALUMNI TRUSTEE	1.00	Director	$0	$0	$0
TANA BOONE UNTIL 0625	VP OF ADMIN, FINANCE & TREASURER	35.00	Officer	$242,436	$10,559	$252,995
ZAUYAH WAITE	VP OF STUDENT AFFAIRS (UNTIL 08/24)	35.00	Officer	$111,055	$11,703	$122,758
GARY HAWKINS	VP OF ACADEMIC AFFAIRS	35.00	Officer	$154,204	$14,518	$168,722
TERRY HOLT	SEC. OF THE COLLEGE (AS OF 01/25)	35.00	Officer	$44,028	$0	$44,028
SAMANTHA PLEASANT	SECRETARY OF THE COLLEGE (UNTIL 07/24)	35.00	Officer	$42,075	$8,467	$50,542
JENNIFER CHRISLER	VP FOR INSTITUTIONAL SUPPORT	35.00	Key Emp	$243,060	$26,413	$269,473
SHEILA LLOYD	SVP OF JUSTICE, EQUITY & ANTIRACISM	35.00	Key Emp	$175,994	$13,210	$189,204
FUMIO SUGIHARA UNTIL 0625	DEAN OF ADMISSIONS & FIN. AID	35.00	Highest	$147,715	$20,273	$167,988
YANIRIS FERNANDEZ	ASSOCIATE VP OF ACADEMIC AFFAIRS	35.00	Highest	$131,564	$19,211	$150,775
JOHN DINEEN	ASSOCIATE VP OF FINANCE	35.00	Highest	$144,131	$8,923	$153,054
JILLIAN LUDKIEWICZ	CONTROLLER	35.00	Highest	$121,569	$16,882	$138,451
PETER KALLOK	PROFESSOR	35.00	Highest	$120,629	$8,947	$129,576

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	$69,375,639	$76,734,849	$70,901,323	$-7,359,210
2024	$58,396,124	$74,910,790	$72,057,999	$-16,514,666
2023	$44,848,291	$59,125,469	$86,346,229	$-14,277,178
2022	$45,336,555	$53,152,018	$99,286,024	$-7,815,463
2021	$58,193,576	$50,221,307	$116,301,174	$7,972,269
2020	$53,767,765	$61,318,023	$115,794,333	$-7,550,258
2019	$90,415,206	$87,244,485	$118,588,222	$3,170,721
2018	$86,659,027	$89,737,424	$121,782,008	$-3,078,397

HAMPSHIRE COLLEGE TRUSTEES