2024-05-07T13:44:10-05:00 2023-06-30 990EZ 2022-07-01 311075509 Association of Notre Dame Clubs Inc - Northeastern New York ASSO 5188608186 32 Blue Jay Way Rexford NY 12148 Elizabeth Duffy Secretary 5188608186 2024-05-07 Elizabeth Duffy 999009999 0 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z 5053 Modified Cash X N/A X X Non-Profit Organization 59807 X 0 53440 1570 4797 59807 3953 43716 47669 12138 279454 20980 312572 279454 312572 279454 312572 0 0 279454 312572 X To operate exclusively for religious, charitable, scientific, literary or educational purposes within the meaning of Internal Revenue Code section 501(c)(3) by:a. Promoting the interests and welfare of the University of Notre Dame;b. Fostering and continuing the moral, spiritual and intellectual ideals taught and inspired by the University;c. Supporting the University administration in carrying out its educational policies & programs of service for the establishment and maintenance of the University as a leader among American and Catholic Universities;d. Assisting in securing financial support for the needs of the University;e. Lending support to projects and activities of students of the University, including assisting the educational opportunities of these students through sponsorship and support of University scholarship programs, and;f. Developing alumni fellowship and community through the establishment and maintenance of local and regional Notre Dame clubs. Golf Tournament 0 21705 Football Game/ Game Bus trips 0 17475 University of Notre Dame Scholarship Fund 3953 3953 43133 Daniel Hulihan President 1.00 0 0 0 Sandy Tarkleson Vice President 1.00 0 0 0 Colleen Benson Treasurer 1.00 0 0 0 Rosemary Schwendler Past President 1.00 0 0 0 Ron Vero Senior Alum & Scholarship 1.00 0 0 0 Bob Sheids Senior Alum Coordinator 1.00 0 0 0 Michael Moore Hesburgh Lecture Coordinat 1.00 0 0 0 Shawn Patrick Golf Tournament Coordinato 1.00 0 0 0 Patty Weaver-Lipscomb Universal ND Celebration & 1.00 0 0 0 Michele McCarthy ND Women & Comm. Coordinat 1.00 0 0 0 Charlie d'Souza Young Alum Coord. & Reg. 18 1.00 0 0 0 Marty Hull Golf Tournament Coordinato 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Colleen A Benson 50 Preston Drive Cohoes NY 12047 5182650690 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X X 1 University of Notre Dame du Lac 350868188 2 1 3953 0 1 3953 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X 1 1 Section D, Line 2 The Association of Notre Dame Clubs, Inc. - Northeastern New York (the Club) maintains a close and continuous working relationship with the University of Notre Dame du Lac (the University) primarily via the Club's volunteer staff, University alumni management personnel, and both regional directors and the national alumni board of directors. The contact with officers of the Club is maintained by staff through proactive outreach based on election cycles of the Club, on-boarding new officers, ongoing contact and support via phone, email, and social media, as well as formal reporting of Club activity on an annual basis. Club support is maintained through active outreach on the part of the University to the Club through regular periodic update sessions made available to the Club as well as frequent contact initiated by Club officers to the Alumni Association. Section D, Line 3 A significant balance of funds raised by the Club are typically at least annually forwarded to the University, whose management investment expertise would then control asset allocation and investment policies, and determine scholarship recipients related to funds received from the Club. As mentioned above, there is a close and continuous working relationship maintained by regular interactions between the Alumni Association (a dedicated support team within the University) and the Club officers and board members, both by means of formal periodic training sessions for the Club and unlimited informal access by phone, email, and social media as questions arise throughout the year. Financial guidance in particular is provided by the University in a number of ways. The Club must provide both an annual financial report of Club activities and its financial status to the Alumni Association, as well as complete an additional detailed questionnaire to the University's Tax Department to assist in the preparation of the Club's Form 990 series filing. This provides two levels of review by the University. In addition, most Clubs use the University's recommended website platform for the Clubs' operations for consistency in recording Club activities. The Alumni Association's Clubhub website provides additional online financial, compliance and other guidance for these Clubs. The Alumni Association also establishes Regional Director Positions to provide guidance, leadership and other support to Clubs who share geographic regions, which also assists in consistency in reporting. Support from the University to the Clubs is also available related to various insurance products and access to certain computer software products. Finally, Clubs are given the opportunity to attend the Alumni Association's annual leadership conference on campus, providing additional financial and compliance support to Clubs regarding their financial and investment decisions. Section E, Line 2a and 2b The Association of Notre Dame Clubs, Inc. - Northeastern New York, along with approximately 220 other Alumni Clubs throughout the country, work to engage a vast number of alumni and friends throughout the country. The Clubs make this connection to the University through community service, spirituality, support of athletic events, etc. The Clubs create a presence of the University throughout the 220 communities with their network of thousands of volunteers. Additionally, the Clubs are responsible for funding the club scholarships which support many students attending the University. Form 990-EZ, Part I, Line 4 - Other Investment Income Description: Dividend Income. Amount: 4,797. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Scholarship. Grantee Name: University of Notre Dame Scholarship Fund. Grantee Address: University of Notre Dame Notre Dame, IN 46556. Grantee Relationship: Related Organization. Property Description: Cash. Amount Given: 3,953. Total included on Form 990-EZ, line 10: 3,953. Form 990-EZ, Part I, Line 16 - Other Expenses Description: Universal Notre Dame Night. Amount: 2,447. Description: Club Fellowship Events. Amount: 39,180. Description: Meetings/Conferences. Amount: 1,553. Description: Current Student Support. Amount: 303. Description: Braintree Transaction Fees. Amount: 218. Description: Miscellaneous Expenses. Amount: 15. Total to Form 990-EZ, line 16: 43,716. Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets Description: Unrealized Gain on Investments. Amount: 20,980. Form 990-EZ, Part V, Line 35 This Alumni Club did not file Form 990-T because revenue generated does not constitute unrelated business income because: a. The activities do not constitute a trade or business, and; b. They are not regularly carried on, and; c. The activities are substantially related to the Club's exempt purpose d. Finally, all activities are conducted by volunteers, so they are exempt under IRS Section 513 (a) (1)