THE TRUSTEES OF THE SMITH COLLEGE Charity Report

Public IRS 990 nonprofit record

THE TRUSTEES OF THE SMITH COLLEGE

EIN 04-1843040 · Education (B430)

What they do

SMITH COLLEGE EDUCATES WOMEN of PROMISE for LIVES of DISTINCTION and PURPOSE. A COLLEGE of and for THE WORLD, SMITH COLLEGE LINKS THE POWER of THE LIBERAL ARTS to EXCELLENCE IN RESEARCH and SCHOLARSHIP, DEVELOPING LEADERS for SOCIETYS CHALLENGES. SEE SCHEDULE O.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $82.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders47 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

69.17%of revenue went to mission work82.5% of expenses · Program services

1.37%of revenue went to fundraising1.6% of expenses

$83.81spent for every $100 of revenueRevenue covered expenses this year.

13.26%of revenue went to management and office costs15.8% of expenses

$8.71in assets for every $1 spent this yearSome assets cannot be spent right away.

13.4%of its money came from giftsOther money may come from services or investments.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $1,683,902 for LISA MARIE HOWIE (CHIEF INVESTMENT OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$532,538,934

Mission workProgram services$368,370,28769.17% of revenue82.5% of expenses

ManagementOffice and general costs$70,638,94013.26% of revenue15.8% of expenses

FundraisingAsking for donations$7,288,3091.37% of revenue1.6% of expenses

Revenue left after expensesReported annual surplus$86,241,39816.19% of revenueShown in gray on the chart

Total expenses$446,297,53683.81% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 82.5% mission · 15.8% management · 1.6% fundraisingTotal expenses: 83.81% of revenue

2023Expense mix: 81.3% mission · 17.2% management · 1.6% fundraisingTotal expenses: 105.50% of revenue

2022Expense mix: 81.6% mission · 16.8% management · 1.6% fundraisingTotal expenses: 65.64% of revenue

2021Expense mix: 79.8% mission · 18.5% management · 1.7% fundraisingTotal expenses: 51.96% of revenue

2020Expense mix: 80.1% mission · 18.1% management · 1.8% fundraisingTotal expenses: 60.72% of revenue

2019Expense mix: 85.0% mission · 13.1% management · 1.9% fundraisingTotal expenses: 83.68% of revenue

2018Expense mix: 84.4% mission · 13.6% management · 2.0% fundraisingTotal expenses: 87.87% of revenue

2017Expense mix: 85.6% mission · 12.6% management · 1.8% fundraisingTotal expenses: 77.83% of revenue

Money in and money out

Revenue$532,538,934

Expenses$446,297,536

Annual surplus $86,241,398 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$368,370,287 · 82.5% of expenses

Management and office costs$70,638,940 · 15.8% of expenses

Fundraising$7,288,309 · 1.6% of expenses

See all reported dollar amounts

Revenue$532,538,934

Expenses$446,297,536

Assets$3,887,000,859

Income$1,120,746,535

Contributions$71,269,988

Mission work (program services)$368,370,287

Fundraising$7,288,309

Grants given$2,834,121

Average grant$64,412

Management and general$70,638,940

Stocks and bonds$115,017,539

Accounting fees$560,586

Investing fees$3,085,769

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

LISA MARIE HOWIECHIEF INVESTMENT OFFICER · 40 hrs/week $1,683,902Base $1,630,973 · Other $52,929

SARAH WILLIE-LEBRETONPRESIDENT · 40 hrs/week $745,032Base $619,663 · Other $125,369

CAROLINE THOMASDIRECTOR OF INVESTMENTS · 40 hrs/week $678,328Base $618,141 · Other $60,187

COREY WALKERDIRECTOR OF INVESTMENTS · 40 hrs/week $659,118Base $592,273 · Other $66,845

BETH B RAFFELDSVP FOR DEVELOPMENT · 40 hrs/week $608,549Base $564,617 · Other $43,932

KATHLEEN MCCARTNEYFORMER PRESIDENT · 40 hrs/week $539,056Base $496,077 · Other $42,979

DAVID C DESWERTEVP FINANCE AND ADMINISTRATION · 40 hrs/week $523,434Base $470,539 · Other $52,895

JULIA YAGERVP OF COLLEGE RELATIONS & COMM · 40 hrs/week $437,660Base $382,479 · Other $55,181

MICHAEL T THURSTONFMR OFFICER-CHAIR OF WORLD LIT · 40 hrs/week $413,359Base $354,100 · Other $59,259

SAMANTHA S EARPVP FOR IT UNTIL 3/23/2025 · 40 hrs/week $399,501Base $332,964 · Other $66,537

BRIAN JOHN DWYERDIRECTOR OPERATIONS INVESTMENT · 40 hrs/week $375,730Base $311,568 · Other $64,162

JOANNA MAYVP ENROLLMENT · 40 hrs/week $374,246Base $324,177 · Other $50,069

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (47)

LISA MARIE HOWIECHIEF INVESTMENT OFFICER

SARAH WILLIE-LEBRETONPRESIDENT

CAROLINE THOMASDIRECTOR OF INVESTMENTS

COREY WALKERDIRECTOR OF INVESTMENTS

BETH B RAFFELDSVP FOR DEVELOPMENT

KATHLEEN MCCARTNEYFORMER PRESIDENT

DAVID C DESWERTEVP FINANCE AND ADMINISTRATION

JULIA YAGERVP OF COLLEGE RELATIONS & COMM

MICHAEL T THURSTONFMR OFFICER-CHAIR OF WORLD LIT

SAMANTHA S EARPVP FOR IT UNTIL 3/23/2025

BRIAN JOHN DWYERDIRECTOR OPERATIONS INVESTMENT

JOANNA MAYVP ENROLLMENT

MARIANNE RM YOSHIOKADEAN SCHOOL OF SOCIAL WORK

ALEXANDRA LM KELLERVP CAMPUS LIFE & COLLEGE DEAN

JAMES GRAYFORMER AVP FAC & OPER

DAPHNE M LAMOTHEPROVOST & DEAN OF THE FACULTY

JILLIAN MCGRATHAVP FOR FINANCE & CONTROLLER

ELENA J PALLADINOSECRETARY & AVP STRATEGIC INIT

LING YANGTRUSTEE

TERRY HARTLETRUSTEE

LISA BLACKTRUSTEE

ANU AIYENGARTRUSTEE

LYNN REICHENBACHTRUSTEE

ANN SILVERMANTRUSTEE

MATTIE PETERSON COMPTONTRUSTEE

ANDREA AUERBACHTRUSTEE

MOLLY BURKETRUSTEE

PAMELA CRAIGTRUSTEE

PEGGIE KOONTRUSTEE

ALISON OVERSETHTRUSTEE

ALICIA HAMMARSKJOLDTRUSTEE

SUSAN MAY MOLINEAUXTRUSTEE

CYNTHIA MEYNTRUSTEE

LILE GIBBONSTRUSTEE

KIMBERLY SCOTTTRUSTEE

BEVERLY MORGAN-WELCHTRUSTEE

KATE OBRIANTRUSTEE

CATHERINE KOSHLANDTRUSTEE

JOHAN AURIKTRSUTEE

CECILIA EDWARDSTRUSTEE

JANELLE BRADSHAWTRUSTEE

EMILY VAN AGTMAELTRUSTEE

DENISE WHALEN CONWAYTRUSTEE

DEBORAH DECOTISTRUSTEE

DEBORAH ARCHERTRUSTEE

CLAUDIA SAN PEDROTRUSTEE

DAVID OXTOBYTRUSTEE

About this charity

Recognized since: January 1934
Location: 10 ELM STREET COLLEGE HALL RM 204, NORTHAMPTON, MA 01063-0001
County: Hampshire
In care of: % JILLIAN MCGRATH
Primary officer: DAVID DESWERT, EVP FINANCE & ADMIN

How to reach them

WebsiteVisit the charity’s website Phone(413) 585-2200

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: PWC US TAX LLP
NTEE classification: Education (B430)
Grant-giving organization: Yes