2024-05-08T14:35:09-05:00 2023-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2022-07-01 042128443 UNIVERSITY OF MASSACHUSETTS AMHERST ALUMNI ASSOCIATION INC UNIV 8004568627 MEMORIAL HALL 134 HICKS WAY AMHERST MA 010039270 RACHEL SPATES PRESIDENT 8004568627 2024-05-08 1 RACHEL SPATES 999009999 0 JOLANTA TUCK CPA P01340068 9592007000 2024-05-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RACHEL SPATES MEMORIAL HALL 134 HICKS WAY AMHERST MA 010039270 4139674 0 X WWW.UMASSALUMNI.COM X 1874 MA TO PROMOTE THE INTERESTS OF THE UNIVERSITY OF MASSACHUSETTS AMHERST THROUGH PROGRAMS, SERVICES AND COMMUNICATIONS THAT DEVELOP AND REINFORCE THE BONDS BETWEEN THE UNIVERSITY AND ITS ALUMNI; TO VALIDATE THE VALUE AND ALUMNI PRIDE IN THE UNIVERSITY ACADEMIC EXPERIENCE; AND TO FACILITATE ACTIVE ALUMNI SUPPORT OF THE UNIVERSITY'S MISSION THROUGH MEMBERSHIP, ADVOCACY AND VOLUNTEERISM. 36 36 0 3000 0 0 515950 183148 60520 64923 151147 -24760 352444 275074 1080061 498385 86630 98362 0 0 0 0 0 0 192 801085 580563 887715 678925 192346 -180540 6634706 7014057 27908 109965 6606798 6904092 X TO PROMOTE THE INTERESTS OF THE UNIVERSITY OF MASSACHUSETTS AMHERST THROUGH PROGRAMS, SERVICES AND COMMUNICATIONS THAT DEVELOP AND REINFORCE THE BONDS BETWEEN THE UNIVERSITY AND ITS ALUMNI; TO VALIDATE THE VALUE AND ALUMNI PRIDE IN THE UNIVERSITY ACADEMIC EXPERIENCE; AND TO FACILITATE ACTIVE ALUMNI SUPPORT OF THE UNIVERSITY'S MISSION THROUGH MEMBERSHIP, ADVOCACY AND VOLUNTEERISM. 0 0 412002 98362 64923 PROGRAM AND EVENTS ARE OFFERED TO ALL ALUMNI AROUND THE WORLD TO PROMOTE FELLOWSHIP AND COLLABORATION AMONG ALUMNI; TO ENLIGHTEN AND ENGAGE MEMBERS OF THE GREATER UNIVERSITY COMMUNITY; AND TO ENHANCE THE ACADEMIC AND PROFESSIONAL DEVELOPMENT OF THE STUDENT AND ALUMNI BODIES. 158530 UNIVERSITY AND STUDENT RELATIONS INCLUDES SERVICE AND FINANCIAL SUPPORT TO VARIOUS CAMPUS GROUPS TO HELP ENRICH THE ACADEMIC, INTELLECTUAL, CULTURAL AND SOCIAL EXPERIENCE OF THE UNIVERSITY'S STUDENTS. 11836 COMMUNICATIONS AND MARKETING INITIATIVES HELP TO KEEP ALUMNI INFORMED, ENGAGED AND INVOLVED WITH THE UNIVERSITY; TO ELEVATE THE UNIVERSITY'S IMAGE ACROSS THE COUNTRY AND SUPPORT ADVOCACY EFFORTS IN THE COMMONWEALTH; AND TO INSTILL PRIDE WITHIN THE GREATER UNIVERSITY COMMUNITY OF STUDENTS, PARENTS, FACULTY, STAFF AND ALUMNI. 582368 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 36 36 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 MA X X KIMBERLY DUMPSON 4135455485 MEMORIAL HALL 134 HICKS WAY AMHERST MA 010039270 DR KATARINA E ANDERSON DIRECTOR 1.00 X 0 0 0 MR KWABY ASANTE DIRECTOR 1.00 X 0 0 0 PHILIP E BAKERMAN PRESIDENT 1.00 X X 0 0 0 CAROLINE T BIRNEY STUDENT REP 1.00 X 0 0 0 THOMAS P CAMPBELL VICE PRESIDENT 1.00 X X 0 0 0 DR GILBERT W CARNATHAN DIRECTOR 1.00 X 0 0 0 SCOTT D CHAPLIN DIRECTOR 1.00 X 0 0 0 MR JUMMY HIU F CHEUNG DIRECTOR 1.00 X 0 0 0 ATTORNEY MICHELLE-KIM COHEN DIRECTOR 1.00 X 0 0 0 MS MAIMOUNA CORTES DIRECTOR 1.00 X 0 0 0 FREDERICK A DYKA JR DIRECTOR 1.00 X 0 0 0 MICHELE EQUALE MBA TREASURER 1.00 X X 0 0 0 MS SHAUN FITZGERALD DIRECTOR 1.00 X 0 0 0 KERRY A GALVIN DIRECTOR 1.00 X 0 0 0 CHARLOTTE K GRIDLEY STUDENT REP 1.00 X 0 0 0 LENA L GREEN DIRECTOR 1.00 X 0 0 0 MOLLY C HAYES VICE PRESIDENT 1.00 X X 0 0 0 FRANCES HUTCHINS DIRECTOR 1.00 X 0 0 0 PROFESSOR JOSEPH B KRUPCZYNSKI DIRECTOR 1.00 X 0 0 0 DR VIKRAM RAMKUMAR KUMAR DIRECTOR 1.00 X 0 0 0 MARK A MARCHAND DIRECTOR 1.00 X 0 0 0 MR RAYMOND MERCIER DIRECTOR 1.00 X 0 0 0 KATHLEEN M MITCHELL DIRECTOR 1.00 X 0 0 0 MATTHEW D NAGLER DIRECTOR 1.00 X 0 0 0 MARY BETH PELOSKY DIRECTOR 1.00 X 0 0 0 J NADY PIERRE DIRECTOR 1.00 X 0 0 0 JEFFREY N RAPAGLIA DIRECTOR 1.00 X 0 0 0 MILES V ROBINSON DIRECTOR 1.00 X 0 0 0 JM SORRELL DIRECTOR 1.00 X 0 0 0 RACHEL E SPATES PRESIDENT ELECT 1.00 X X 0 0 0 MARIA THERESA SUCHER DIRECTOR 1.00 X 0 0 0 RICHARD A SUGARMAN DIRECTOR 1.00 X 0 0 0 ROUBINA SURENIAN DIRECTOR 1.00 X 0 0 0 MS TRACY E SUTHERLAND DIRECTOR 1.00 X 0 0 0 GWEN P WEISBERG DIRECTOR 1.00 X 0 0 0 DR ONUR S YORDEM DIRECTOR 1.00 X 0 0 0 DEBORAH GOODHIND EXECUTIVE DIRECTOR 3.00 37.00 X 0 213530 18117 0 213530 18117 1 0 1 0 0 183148 183148 PROGRAMS AND EVENTS 900099 64923 64923 64923 109314 109314 258971 258971 3502683 3636757 -134074 -134074 -134074 20635 4532 16103 16103 498385 64923 0 250314 98362 98362 1344 1344 715 715 31595 31595 36786 36786 28711 28711 7192 7192 70745 66466 4279 112802 100340 12350 112 9082 6909 2173 83500 79459 4041 13137 10969 2168 CATERING AND HOSPITALIT 162067 162067 EQUIPMENT 20509 18716 1713 80 TRAINING AND DEVELOPMEN 1552 1032 520 TAXES AND FILING FEES 620 50 570 206 36 170 678925 582368 96365 192 500194 526074 267547 337484 73646 9765 10300 8545 18064 20339 4295182 4501859 1469773 1609991 6634706 7014057 25408 109965 2500 27908 109965 X 5229099 5403950 1377699 1500142 6606798 6904092 6634706 7014057 -180540 477834 0 X 0 1 X 1 0 X 341590 163188 291236 515950 183148 1495112 1624232 897979 811554 955306 1247826 5536897 1965822 1061167 1102790 1471256 1430974 7032009 409945 6622064 527460 725329 606556 476915 368285 2704545 16258 20041 7567 11600 16103 71569 9808123 273089 0.67520 0.72470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5827692 340 452812 36786 45782 6198276 6656179 306694 -1052711 46037 36433 5827692 5620505 49956 1123984 44439 93827 6656179 5487230 12475 360995 39846 200349 5620505 5188712 140780 452768 38946 256084 5487230 0.79848 0.05162 0.14990 1 0 0 POOLED INVESTMENTS 1609991 F 1609991 X 2191790 477834 1247826 4532 1730192 461598 36786 36786 498384 1894496 1247825 4532 1252357 642139 36786 36786 678925 PART V, LINE 4: THE PURPOSE OF THE PERMANENTLY RESTRICTED ENDOWMENT IS MAINTAIN THE CORPUS. THE EARNINGS ARE USED TO FUND SCHOLARSHIPS IF DIRECTED BY THE DONOR. OTHERWISE THE EARNINGS ARE TRANSFERRED TO THE BOARD DESIGNATED ENDOWMENT. TEMPORARILY RESTRICTED NET ASSETS ARE EITHER RESTRICTED TO PURPOSE OR TIME. THOSE RESTRICTED TO PURPOSE ARE USED TO FUND SCHOLARSHIPS. THOSE RESTRICTED TO TIME ARE UNRESTRICTED BY THE DONOR BUT ARE RESTRICTED UNTIL APPROVED FOR EXPENDITURE BY THE BOARD. BOARD DESIGNATED ENDOWMENT FUNDS ARE USED TO GENERATE INCOME TO BE USED TO SUPPORT THE OPERATIONS OF THE ASSOCIATION. PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2020 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE ORGANIZATION HAS UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAMING EXPENSES 4,532. PART XII, LINE 2D - OTHER ADJUSTMENTS: GAMING EXPENSES 4,532. 20635 4532 0 20635 4532 4532 16103 MA 1 0 0 0 KIMBERLY DUMPSON 134 HICKS WAY AMHERST MA 01003 0 0 1 UNIVERSITY OF MASSACHUSETTS 300 MASSACHUSETTS AVENUE AMHERST MA 01003 043167352 501(C)(3) 98362 0 SCHOLARSHIPS/GRANTS/CONTRIBUTIONS 1 PART I, LINE 2: THE UNIVERSITY OF MASSACHUSETTS AMHERST ALUMNI ASSOCIATION PROVIDES MONEY TO THE UNIVERSITY'S FINANCIAL AID OFFICE AND PROVIDES MONEY TO STUDENT ORGANIZATIONS TO SUPPORT THEIR MISSION. ALL FUNDS ARE MONITORED AND UNDER THE CONTROLS OF THE UNIVERSITY OF MASSACHUSETTS. 0 0 0 0 0 0 0 0 0 DEBORAH GOODHIND EXECUTIVE DIRECTOR 0 213530 0 0 0 0 0 0 0 18117 0 231647 0 0 FORM 990, PART VI, SECTION A, LINE 6 ALL ALUMNI ARE CONSIDERED GENERAL MEMBERS OF THE ALUMNI ASSOCIATION. SUSTAINING, LIFE AND LEGACY MEMBERSHIP LEVELS ARE ALSO AVAILABLE TO ALUMNI BASED ON THE CUMULATIVE TOTAL OF THEIR MEMBERSHIP INVESTMENTS. FORM 990, PART VI, SECTION A, LINE 7A SUSTAINING MEMBERS IN GOOD STANDING, AND LIFE MEMBERS AND LEGACY MEMBERS OF THE ALUMNI ASSOCIATION ARE ENTITLED TO VOTE ON ANY MATTER OR TO SERVE ON THE BOARD OF DIRECTORS. A SUSTAINING MEMBER IS IN GOOD STANDING WHEN SAID MEMBER HAS PAID ALL REQUIRED DUES ON A CURRENT ANNUAL BASIS AS DEFINED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS AND APPROVES THE FORM 990 AND DISTRIBUTES THIS TO THE BOARD OF DIRECTORS FOR CONSIDERATION PRIOR TO THE FILING DATE. DIRECTORS ARE AFFORDED AN OPPORTUNITY WITHIN A SET TIMEFRAME TO ADDRESS ANY QUESTIONS THEY HAVE ON THE FORM 990 TO THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE PRESIDENT OF THE ASSOCIATION OR HIS/HER DESIGNEE SENDS TO ALL DIRECTORS A COPY OF THE CONFLICT OF INTEREST POLICY, ALONG WITH A CONFLICT OF INTEREST DISCLOSURE STATEMENT TO BE COMPLETED AND RETURNED. THE DISCLOSURE STATEMENT SAYS THAT THE PERSON SIGNING: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; B. HAS READ AND UNDERSTANDS THE POLICY; C. HAS AGREED TO COMPLY WITH THE POLICY; AND D. UNDERSTANDS THAT THE ASSOCIATION IS A CHARITABLE ORGANIZATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. RECEIPTS OF ALL SIGNED STATEMENTS ARE TRACKED BY STAFF MEMBER AND PRESIDENT FOLLOWS UP ON ANY STATEMENTS THAT ARE MISSING. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES OF THE ALUMNI ASSOCIATION ARE OFFICIALLY EMPLOYED BY THE UNIVERSITY AND, AS SUCH, THEIR ASSIGNED POSITION LEVELS AND SALARY RANGES ARE DETERMINED BY THE UNIVERSITY'S PROFESSIONAL STAFF SALARY ADMINISTRATION PROGRAM, WHICH PROVIDES DEFINITIVE GUIDELINES FOR DETERMINING THE COMPENSATION OF EACH EMPLOYEE. THE PROGRAM IS OVERSEEN BY THE UNIVERSITY'S HUMAN RESOURCES OFFICE, AND STRIVES TO MEET THE FOLLOWING OBJECTIVES: -PROVIDE FOR INTERNAL EQUITY OF SALARIES BY REFLECTING THE RELATIONSHIP BETWEEN POSITIONS BASED ON A COMBINATION OF SKILL, EFFORT, RESPONSIBILITY AND WORKING CONDITIONS. -ADMINISTER SALARIES IN SUPPORT OF UNIVERSITY AFFIRMATIVE ACTION PRINCIPLES -PROVIDE FOR EXTERNAL COMPETITIVENESS BY PAYING SALARIES THAT ARE EQUAL TO OR MORE THAN AVERAGE TOTAL COMPENSATION FOR COMPARABLE POSITIONS IN THE APPROPRIATE LABOR MARKET. FORM 990, PART VI, SECTION C, LINE 19 THE ALUMNI ASSOCIATION'S GOVERNING DOCUMENTS ARE AVAILABLE ONLINE THROUGH OUR WEBSITE AND THE SECRETARY OF THE COMMONWEALTH'S WEBSITE. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST. UNIVERSITY OF MASSACHUSETTS 340 WHITMORE AMHERST MA 01003 043167352 EDUCATION MA SECTION 115 170(C) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0