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Nonprofiteer
← OSWEGO ALUMNI ASSOCIATION INC

Form 990 for tax year 2023

Filed by OSWEGO ALUMNI ASSOCIATION INC.

Totals

Total revenue
$330,946
Total expenses
$271,512
Contributions and grants received
$125,000
Grants paid
$12,750
Program service revenue
$196,480
Investment income
$1,663
Other revenue
$7,803
Total assets, end of year
$617,703
Total liabilities, end of year
$32,123
Net assets or fund balances, end of year
$585,580
Program services expenses (Part IX)
$186,496
Management and general expenses
$85,016
Fundraising expenses
$0
Program service expenses (Part III)
$186,496

Program services were 68.7% 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.

  • 1d · Related organizations

    $125,000

  • 2a · Program service revenue: VARIOUS EVENT REVENUE

    total $196,480 · related or exempt $196,480

  • 3 · Investment income

    total $1,663 · excluded $1,663

  • 5 · Royalties

    total $6,000 · excluded $6,000

  • 11a · Other revenue: OTHER REVENUE

    total $1,803 · excluded $1,803

  • 11e · Other revenue, total

    $1,803

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $12,750 · program services $12,750

  • 7 · Other salaries and wages

    total $36,645 · program services $7,789 · management and general $28,856

  • 8 · Pension plan contributions

    total $1,348 · management and general $1,348

  • 9 · Other employee benefits

    total $6,477 · management and general $6,477

  • 10 · Payroll taxes

    total $3,588 · program services $758 · management and general $2,830

  • 11f · Fees: investment management

    total $138 · management and general $138

  • 11g · Fees: other

    total $6,100 · program services $1,500 · management and general $4,600

  • 12 · Advertising and promotion

    total $86 · program services $86

  • 13 · Office expenses

    total $9,808 · program services $2,521 · management and general $7,287

  • 17 · Travel

    total $9,800 · program services $9,800

  • 23 · Insurance

    total $4,209 · program services $1,015 · management and general $3,194

  • 24a · Other expenses: PRINTING & POSTAGE

    total $90,481 · program services $88,134 · management and general $2,347

  • 24b · Other expenses: ON-LINE COMMUNITY ANNUA

    total $47,915 · program services $20,707 · management and general $27,208

  • 24c · Other expenses: FOOD & LODGING

    total $21,581 · program services $21,581

  • 24e · All other expenses

    total $20,586 · program services $19,855 · management and general $731

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $138,998 · end of year $123,201

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,721 · end of year $13,518

  • 12 · Investments: other securities

    beginning of year $424,529 · end of year $480,984

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,717 · end of year $20,581

  • 25 · Other liabilities

    beginning of year $108,073 · end of year $11,542

  • 27 · Net assets without donor restrictions

    beginning of year $368,694 · end of year $483,680

  • 28 · Net assets with donor restrictions

    beginning of year $89,764 · end of year $101,900

Mission and programs · 2023

Mission

THE OSWEGO ALUMNI ASSOCIATION'S PURPOSE IS TO PROMOTE THE WELFARE OF THE STATE UNIVERSITY OF NEW YORK AT OSWEGO THROUGH ALUMNI PROGRAMS, PUBLICATIONS AND SCHOLARSHIPS.

  • ANNUAL ALUMNI REUNION AND VARIOUS OTHER REGIONAL EVENTS AND PROGRAMS.

    Expenses $69,755 · Revenue $196,480

  • PUBLICATION OF THE "OSWEGO" MAGAZINE(S).

    Expenses $82,598

  • STUDENT/PARENT PROGRAMMING INCLUDING SENIOR CLASS PROGRAMS AND SEMI-ANNUAL PARENT NEWSLETTER.

    Expenses $34,143 · Grants $12,750

As filed on the 2023 return.

Listed in Part VII

  • JENNIFER WARNER JANES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • YVONNE SPICER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • THAINA GONZALEZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • PHILLIP GROME

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • HARRY BRONSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • AUSTIN BYRD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DRESDEN ENGLE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • RUFARO MATOMBO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • MARY GIBBONS CANALE

    EX OFFICIO

    Total calculated
    $209,308
    From this org
    $20,931
    From related orgs
    $188,377
    Other
    $0
    Hours/week
    11.25 + 26.25 related

    Schedule J breakdown matched by us

    Base
    $20,931 + $188,377 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $20,931 + $188,377 related

  • LAURA PAVLUS KELLY

    EXECUTIVE DIRECTOR/EX OFFI

    Total calculated
    $103,199
    From this org
    $98,039
    From related orgs
    $5,160
    Other
    $0
    Hours/week
    37.5

  • PAUL AUSTIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JUSTIN DOBROW

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • TUCKER SHOLTES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • SHENEYA WILSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • HANK VOLPE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • MICHAEL DEMAS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • ADAM GLASER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • HOWARD GORDON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • BRAD BERNSTEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • SHOY COLBOURNE

    2ND VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • DR KATHLEEN SMITS EVANS

    FIRST VICE PRESIDENT

    Total calculated
    $92,062
    From this org
    $0
    From related orgs
    $92,062
    Other
    $0
    Hours/week
    0.25 + 37.25 related

  • DEE MCGOWAN PERKINS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • PAUL AUSTIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JUSTIN BRANTLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • VICTORIA KAMMER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DR PETER NWOSU

    EX OFFICIO

    Total calculated
    $0
    Hours/week
    0.5

  • CAROLYN SETTZO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • MARK SLAYTON

    ASST. VP OF A&D FINANCE, O

    Total calculated
    $177,057
    From this org
    $8,431
    From related orgs
    $168,626
    Other
    $0
    Hours/week
    3.75 + 33.75 related

    Schedule J breakdown matched by us

    Base
    $8,431 + $168,626 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $8,431 + $168,626 related

  • PETER NWOSU

    VICE PRESIDENT

    Total calculated
    $97,717
    From this org
    $0
    From related orgs
    $97,717
    Other
    $0
    Hours/week
    0.5

  • MARY C TOALE

    EX OFFICIO (FORMER)

    Total calculated
    $249,350
    From this org
    $0
    From related orgs
    $249,350
    Other
    $0
    Hours/week
    0.25 + 37.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $249,350 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $249,350 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
24 April 2025
IRS schema version
2023v6.0
Source object
202521279349300147

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