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← ALUMNI OF UNIVERSITY OF OTAGO IN AMERICA INC

Form 990 for tax year 2024

Filed by ALUMNI OF UNIVERSITY OF OTAGO IN AMERICA INC.

Totals

Total revenue
$302,631
Total expenses
$204,010
Contributions and grants received
$174,578
Grants paid
$176,286
Program service revenue
$0
Investment income
$129,521
Other revenue
-$1,468
Total assets, end of year
$2,741,059
Total liabilities, end of year
$12,213
Net assets or fund balances, end of year
$2,728,846
Program services expenses (Part IX)
$176,286
Management and general expenses
$27,724
Fundraising expenses
$0
Program service expenses (Part III)
$176,286

Program services were 86.4% 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

    $174,578

  • 3 · Investment income

    total $129,521 · excluded $129,521

  • 8b · Fundraising events: direct expenses

    $1,468

  • 8c · Net income from fundraising events

    total -$1,468

Functional expenses

Part IX, the statement of functional expenses.

  • 3 · Grants to foreign organizations and individuals

    total $176,286 · program services $176,286

  • 11a · Fees: management

    total $10,856 · management and general $10,856

  • 11c · Fees: accounting

    total $5,200 · management and general $5,200

  • 11f · Fees: investment management

    total $3,499 · management and general $3,499

  • 11g · Fees: other

    total $984 · management and general $984

  • 13 · Office expenses

    total $681 · management and general $681

  • 24a · Other expenses: EXCHANGE GAINS/LOSSES

    total $6,281 · management and general $6,281

  • 24b · Other expenses: FOREIGN TAXES

    total $223 · management and general $223

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $38,826 · end of year $120,084

  • 2 · Savings and temporary cash investments

    beginning of year $2,670,687

  • 4 · Accounts receivable

    beginning of year $5,600

  • 11 · Investments: publicly traded securities

    end of year $2,615,692

  • 15 · Other assets

    end of year $5,283

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,235 · end of year $6,544

  • 18 · Grants payable

    beginning of year $78,653 · end of year $5,669

  • 27 · Net assets without donor restrictions

    beginning of year $2,630,225 · end of year $2,728,846

Mission and programs · 2024

Mission

TO PROVIDE ASSISTANCE TO UNIVERSITY OF OTAGO IN NEW ZEALAND.

Activities or mission (Part I)

TO PROVIDE ASSISTANCE TO AND ON BEHALF OF THE UNIVERSITY OF OTAGO IN NEW ZEALND.

  • TO PROVIDE ASSISTANCE TO UNIVERSITY OF OTAGO IN NEW ZEALAND.

    Expenses $176,286 · Grants $176,286

As filed on the 2024 return.

Listed in Part VII

  • Jacinta Calverley

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • John Crowe

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Phil Graham

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Andrew Hamer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Craig Marris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Juliet Preston

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Catherine Shyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jonathon Wong

    PRESIDENT

    Total calculated
    $0
    Hours/week
    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
2024
Filed
17 November 2025
IRS schema version
2024v5.0
Source object
202523219349321587

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