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TIN: 04-2103542
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
20
Open to Public Inspection
Name of the organization
AMHERST COLLEGE TRUSTEES
Employer identification number
04-2103542
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
First-class or charter travel
Housing allowance or residence for personal use
Travel for companions
Payments for business use of personal residence
Tax idemnification and gross-up payments
Health or social club dues or initiation fees
Discretionary spending account
Personal services (e.g., maid, chauffeur, chef)
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain
.....
1b
Yes
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a?
....
2
Yes
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
Compensation committee
Written employment contract
Independent compensation consultant
Compensation survey or study
Form 990 of other organizations
Approval by the board or compensation committee
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment?
.............
4a
Yes
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan?
.........
4b
Yes
c
Participate in, or receive payment from, an equity-based compensation arrangement?
.........
4c
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization?
....................
5a
No
b
Any related organization?
.......................
5b
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
..................
6a
No
b
Any related organization?
......................
6b
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III
............
7
Yes
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III
..........................
8
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)?
.........................
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2020
Schedule J (Form 990) 2020
Page
2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees.
Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note.
The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A)
Name and Title
(B)
Breakdown of W-2 and/or 1099-MISC compensation
(C)
Retirement and other deferred compensation
(D)
Nontaxable
benefits
(E)
Total of columns
(B)(i)-(D)
(F)
Compensation in column (B) reported as deferred on prior Form 990
(i)
Base
compensation
(ii)
Bonus & incentive
compensation
(iii)
Other
reportable compensation
1
LETITIA JOHNSON
CHIEF INVESTMENT OFFICER
(i)
(ii)
500,000
-------------
0
291,667
-------------
0
605
-------------
0
49,988
-------------
0
1,402
-------------
0
843,662
-------------
0
0
-------------
0
2
CAROLYN MARTIN
PRESIDENT
(i)
(ii)
625,806
-------------
0
0
-------------
0
15,646
-------------
0
32,144
-------------
0
77,876
-------------
0
751,472
-------------
0
0
-------------
0
3
MICHAEL WITMORE
FOLGER DIRECTOR
(i)
(ii)
429,137
-------------
0
0
-------------
0
1,661
-------------
0
64,448
-------------
0
9,658
-------------
0
504,904
-------------
0
0
-------------
0
4
KEVIN WEINMAN
CHIEF FIN & ADMIN OFFICER
(i)
(ii)
418,828
-------------
0
0
-------------
0
1,482
-------------
0
22,898
-------------
0
38,829
-------------
0
482,037
-------------
0
0
-------------
0
5
AUSTIN SARAT
A. PROV./DEAN OF FACULTY
(i)
(ii)
374,157
-------------
0
0
-------------
0
7,159
-------------
0
31,760
-------------
0
27,987
-------------
0
441,063
-------------
0
0
-------------
0
6
LISA RUTHERFORD
POLICY OFFICER/GENERAL COUNSEL
(i)
(ii)
342,020
-------------
0
0
-------------
0
1,310
-------------
0
29,693
-------------
0
38,773
-------------
0
411,796
-------------
0
0
-------------
0
7
ELIZABETH CANNON-SMITH
CHIEF ADVANCEMENT OFFICER
(i)
(ii)
352,646
-------------
0
0
-------------
0
2,637
-------------
0
28,089
-------------
0
25,842
-------------
0
409,214
-------------
0
0
-------------
0
8
CATHERINE EPSTEIN
PROVOST AND DEAN OF FACULTY
(i)
(ii)
306,048
-------------
0
0
-------------
0
2,420
-------------
0
18,012
-------------
0
40,629
-------------
0
367,109
-------------
0
0
-------------
0
9
SANDRA GENELIUS
CHIEF COMMUNICATIONS OFFICER
(i)
(ii)
284,819
-------------
0
0
-------------
0
3,136
-------------
0
29,288
-------------
0
24,787
-------------
0
342,030
-------------
0
0
-------------
0
10
JACK CHENEY
A. PROV./A. DEAN OF FACULTY
(i)
(ii)
281,488
-------------
0
0
-------------
0
3,461
-------------
0
32,138
-------------
0
23,004
-------------
0
340,091
-------------
0
0
-------------
0
11
ABBEY SILBERMAN FAGIN
CHIEF ADVANCEMENT OFFICER, FOLGER
(i)
(ii)
274,715
-------------
0
0
-------------
0
1,882
-------------
0
31,211
-------------
0
25,017
-------------
0
332,825
-------------
0
0
-------------
0
12
GREGORY CALL
PROFESSOR OF MATHEMATICS
(i)
(ii)
288,363
-------------
0
0
-------------
0
2,986
-------------
0
20,816
-------------
0
11,093
-------------
0
323,258
-------------
0
0
-------------
0
13
JAMES BRASSORD
CHIEF OF CAMPUS OPERATIONS
(i)
(ii)
252,840
-------------
0
0
-------------
0
10,978
-------------
0
29,722
-------------
0
23,144
-------------
0
316,684
-------------
0
0
-------------
0
14
HIKARU KOZUMA
CHIEF STUDENT AFFAIRS OFFICER
(i)
(ii)
255,420
-------------
0
0
-------------
0
416
-------------
0
30,031
-------------
0
23,154
-------------
0
309,021
-------------
0
0
-------------
0
15
BETT K SCHUMACHER
CHIEF OF STAFF, SECRETARY OF TRUSTEE
(i)
(ii)
182,695
-------------
0
0
-------------
0
457
-------------
0
21,447
-------------
0
24,038
-------------
0
228,637
-------------
0
0
-------------
0
16
MATTHEW MCGANN
DEAN OF ADMISSION & FINANCIAL AID
(i)
(ii)
218,500
-------------
0
0
-------------
0
337
-------------
0
8,938
-------------
0
808
-------------
0
228,583
-------------
0
0
-------------
0
17
STEPHEN NIGRO
CONTROLLER
(i)
(ii)
133,928
-------------
0
3,829
-------------
0
470
-------------
0
14,659
-------------
0
13,077
-------------
0
165,963
-------------
0
0
-------------
0
18
CHRISTOPHER MENARD
FORMER CHIEF ADV OFFICER
(i)
(ii)
0
-------------
0
0
-------------
0
104,190
-------------
0
0
-------------
0
0
-------------
0
104,190
-------------
0
0
-------------
0
Schedule J (Form 990) 2020
Schedule J (Form 990) 2020
Page
3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference
Explanation
PART I, LINE 1A
THE PRESIDENT IS REQUIRED TO MAINTAIN A PERSONAL RESIDENCE ON CAMPUS AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE EMPLOYER. CERTAIN PERSONAL SERVICES ARE PROVIDED TO MAINTAIN THIS RESIDENCE. OCCASIONAL PERSONAL SERVICES PROVIDED TO THE PRESIDENT ARE CONSIDERED PERSONAL EXPENSES AND ADDED TO THE PRESIDENT'S TAXABLE COMPENSATION INCLUDING THE VALUE OF THE RELATED TAX LIABILITY. IN ACCORDANCE WITH AMHERST'S TRAVEL POLICY, FIRST CLASS AIR TRAVEL IS PERMITTED FOR A BONAFIDE BUSINESS PURPOSES FOR THE PRESIDENT AND STAFF. IT IS THE COLLEGE'S POLICY TO GROSS UP CERTAIN PAYMENTS FOR TAX PURPOSES.
PART I, LINES 4A-B
LINE 4A: CHRISTOPHER MENARD RECEIVED A $104,190 PAYMENT. LINE 4B: THE COLLEGE ESTABLISHED A DEFERRED COMPENSATION PLAN FOR AN EMPLOYEE. THE TERMS OF THE PLAN PROVIDE FOR THE COLLEGE TO MAKE ANNUAL SET-ASIDES AND LUMP SUM PAYOUTS AT THE VESTING DATE OF THE PLAN, PROVIDED THE EMPLOYEE REMAINS IN THEIR POSITION UNTIL THE VESTING DATE OF THEIR RESPECTIVE PLAN.
PART I, LINE 7
TO RECRUIT AND RETAIN QUALIFIED TALENT, THE INSTITUTION PERIODICALLY USES INCENTIVE COMPENSATION.
Schedule J (Form 990) 2020
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