Form 990 for tax year 2023
Filed by ALUMNI OF UNIVERSITY OF OTAGO IN AMERICA INC.
Totals
- Total revenue
- $261,748
- Total expenses
- $209,600
- Contributions and grants received
- $141,214
- Grants paid
- $201,559
- Program service revenue
- $0
- Investment income
- $122,140
- Other revenue
- -$1,606
- Total assets, end of year
- $2,715,113
- Total liabilities, end of year
- $84,888
- Net assets or fund balances, end of year
- $2,630,225
- Program services expenses (Part IX)
- $201,559
- Management and general expenses
- $8,041
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $201,559
Program services were 96.2% 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
$141,214
-
3 · Investment income
total $122,140 · excluded $122,140
-
8b · Fundraising events: direct expenses
$1,606
-
8c · Net income from fundraising events
total -$1,606
Functional expenses
Part IX, the statement of functional expenses.
-
3 · Grants to foreign organizations and individuals
total $201,559 · program services $201,559
-
11c · Fees: accounting
total $6,825 · management and general $6,825
-
11g · Fees: other
total $1,216 · management and general $1,216
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $95,175 · end of year $38,826
-
2 · Savings and temporary cash investments
beginning of year $2,481,570 · end of year $2,670,687
-
4 · Accounts receivable
beginning of year $3,953 · end of year $5,600
-
15 · Other assets
beginning of year $6,383
-
17 · Accounts payable and accrued expenses
beginning of year $9,004 · end of year $6,235
-
18 · Grants payable
end of year $78,653
-
27 · Net assets without donor restrictions
beginning of year $2,578,077 · end of year $2,630,225
Mission and programs · 2023
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 $201,559 · Grants $201,559
As filed on the 2023 return.
Listed in Part VII
-
Nigel BainNIGEL BAIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jacinta CalverleyJACINTA CALVERLEY
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
John CroweJOHN CROWE
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Phil GrahamPHIL GRAHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Andrew HamerANDREW HAMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Helen HeslopHELEN HESLOP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Juliet PrestonJULIET PRESTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Catherine ShyerCATHERINE SHYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jonathan WongJONATHAN 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
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.0
- Source object
- 202433199349303213
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