Form 990 for tax year 2023
Filed by ALUMNI ASSOCIATION OF UNIVERSITY OF MARY WASHINGTON.
Totals
- Total revenue
- $261,536
- Total expenses
- $361,876
- Contributions and grants received
- $146,553
- Grants paid
- $0
- Program service revenue
- $66,232
- Investment income
- $11,378
- Other revenue
- $37,373
- Total assets, end of year
- $28,077
- Total liabilities, end of year
- $58,070
- Net assets or fund balances, end of year
- -$29,993
- Program services expenses (Part IX)
- $326,415
- Management and general expenses
- $33,897
- Fundraising expenses
- $1,564
- Program service expenses (Part III)
- $326,415
Program services were 90.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$146,553
-
2a · Program service revenue: ALUMNI PROGRAMS
total $66,232 · related or exempt $66,232
-
3 · Investment income
total $514 · excluded $514
-
5 · Royalties
total $28,196 · excluded $28,196
-
7a · Gross sales of assets other than inventory
securities $10,864
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $10,864
-
7d · Net gain or loss
total $10,864 · excluded $10,864
-
11a · Other revenue: OTHER INCOME
total $9,177 · related or exempt $9,177
-
11e · Other revenue, total
$9,177
Functional expenses
Part IX, the statement of functional expenses.
-
11c · Fees: accounting
total $1,779 · management and general $1,779
-
11f · Fees: investment management
total $115 · management and general $115
-
13 · Office expenses
total $7,095 · management and general $7,095
-
14 · Information technology
total $333 · management and general $333
-
17 · Travel
total $13,224 · management and general $13,224
-
19 · Conferences, conventions and meetings
total $10,589 · management and general $10,589
-
24a · Other expenses: ALUMNI PROGRAMS/EVENTS
total $321,793 · program services $321,444 · management and general $349
-
24b · Other expenses: TELECOMMUNICATION
total $2,737 · program services $2,737
-
24c · Other expenses: SUPPLIES
total $2,234 · program services $2,234
-
24d · Other expenses: DONOR CULTIVATION
total $1,564 · fundraising $1,564
-
24e · All other expenses
total $413 · management and general $413
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $250 · end of year $250
-
9 · Prepaid expenses and deferred charges
end of year $21,918
-
12 · Investments: other securities
beginning of year $71,283
-
15 · Other assets
beginning of year $5,858 · end of year $5,909
-
19 · Deferred revenue
beginning of year $10
-
25 · Other liabilities
beginning of year $0 · end of year $58,070
-
27 · Net assets without donor restrictions
beginning of year $77,381 · end of year -$29,993
Mission and programs · 2023
Mission
TO PROMOTE THE WELFARE AND SUPPORT THE MISSION OF UMW, TO ENCOURAGE AN ENDURING RELATIONSHIP WITH THE UNIVERSITY BY DEEPENING ALUMNI AND STUDENT LOYALTY, AND TO DEVELOP AND STRENGTHEN THE BONDS OF THE MUTUAL INTEREST WITHIN THE UNIVERSITY COMMUNITY.
Activities or mission (Part I)
TO PROMOTE THE WELFARE AND SUPPORT THE MISSION OF UMW; TO ENCOURAGE AN ENDURING RELATIONSHIP WITH THE UNIVERSITY BY DEEPENING ALUMNI AND STUDENT LOYALTY; AND TO DEVELOP AND STRENGTHEN THE BONDS OF THE MUTUAL INTERESTS WITHIN THE UNIVERSITY COMMUNITY.
-
IMPLEMENTATION OF 78 SERVICE, EDUCATIONAL, AND NETWORKING EVENTS AND PROGRAMS TO PROMOTE AND FACILITATE ALUMNI, PARENT, AND STUDENT ENGAGEMENT WITH UMW AND THE ALUMNI ASSOCIATION. OVER 3,400 PARTICIPATED WITH 97% OF SURVEY RESPONDENTS SAYING THEY FELT MORE CONNECTED WITH UMW AS A RESULT OF THEIR ATTENDANCE - DIRECTLY SUPPORTING THE MISSION OF UMW AND THE ALUMNI ASSOCIATION.
Expenses $326,415 · Revenue $75,409
As filed on the 2023 return.
Listed in Part VII
-
Vicki RavenelVICKI RAVENEL
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.3
-
James LlewellynJAMES LLEWELLYN
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 0.1
-
Jenifer BlairJENIFER BLAIR
IMMEDIATE PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.1
-
Sean LynchSEAN LYNCH
VICE PRESIDENT ALUMNI AWARDS
- Total calculated
- $0
- Hours/week
- 0.1
-
Colette JohnsonCOLETTE JOHNSON
VICE PRESIDENT CAREER CONNECTIONS
- Total calculated
- $0
- Hours/week
- 0.1
-
Charmayne StaloffCHARMAYNE STALOFF
VICE PRESIDENT REGIONAL NETWORKS
- Total calculated
- $0
- Hours/week
- 0.1
-
Lisa KeyserLISA KEYSER
VICE PRESIDENT REUNION WEEKEND
- Total calculated
- $0
- Hours/week
- 0.1
-
Mary BoydMARY BOYD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Melissa EstevezMELISSA ESTEVEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Karmel JamesKARMEL JAMES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Brendan KellyBRENDAN KELLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Meganne LemonMEGANNE LEMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Susan QuenzerSUSAN QUENZER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Brian ReaganBRIAN REAGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Katherine RedmilesKATHERINE REDMILES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Harry ThomasHARRY THOMAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Lori TurleyLORI TURLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Kathy VIKATHY VI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Jennifer WatsonJENNIFER WATSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521359349307222
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