2024-05-14T19:53:07-05:00 2023-06-30 135565207 KPMG LLP 8350 BROAD STREET SUITE 900 MCLEAN VA 22102 990 2022-07-01 516016065 UNIVERSITY OF DELAWARE ALUMNI ASSOCIATION INC UNIV 3028312341 83 E MAIN STREET 3RD FLOOR NEWARK DE 19716 WILLIAM MICHALCEWIZ TREASURER 3028312341 2024-05-14 1 WILLIAM MICHALCEWIZ 999009999 1 BRIAN KEARNS P02061479 7032868000 2024-05-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM LUZIER 83 E MAIN STREET 3RD FLOOR NEWARK DE 19716 145720 0 X WWW.UDEL.EDU/ALUMNI-FRIENDS/CONNECT/UDAA/ X 1974 DE THE UNIVERSITY OF DELAWARE ALUMNI ASSOCIATION IS PROUDLY DEDICATED TO ENGAGING (SEE SCHEDULE O) OUR ALUMNI COMMUNITY BY FOSTERING A LIFELONG LOYALTY AND COMMITTMENT TO THE UNIVERSITY. 28 25 0 39 0 0 5371 3235 114927 130019 8349 9443 0 3023 128647 145720 100574 102451 0 0 0 0 0 0 0 70655 46372 171229 148823 -42582 -3103 1114768 1054287 90000 0 1024768 1054287 THE UNIVERSITY OF DELAWARE ALUMNI ASSOCIATION, INC. IS DEDICATED TO ENGAGING OUR ENTIRE ALUMNI COMMUNITY BY FOSTERING A TRADITION OF LIFELONG LOYALTY & COMMITMENT TO THE UNIVERSITY OF DELAWARE. WE PROVIDE EXCEPTIONAL VALUE AND ONGOING SUPPORT TO OUR ALUMNI WORLDWIDE. 0 0 147823 102451 130019 PROVIDING SCHOLARSHIP SUPPORT TO UNIVERSITY OF DELAWARE STUDENTS TO RECOGNIZE OUTSTANDING ACHIEVEMENT. 147823 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 28 25 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 0 0 0 X LAUREN SIMIONE AVP ALUMNI ENGAGEMENT UD 3028311408 83 E MAIN STREET NEWARK DE 19716 AMY LEVITZ GRUNDY DIRECTOR 2.00 40.00 X 0 81336 9282 CAROLYN EATON QUINCI DIRECTOR 2.00 40.00 X 0 84645 24706 MARK SEIFERT DIRECTOR 2.00 40.00 X 0 194759 39735 KERRY ORENDORF HALBEDL PRESIDENT 4.00 0.00 X X 0 0 0 WILLIAM LUZIER VICE PRESIDENT 4.00 0.00 X X 0 0 0 LINDA JUSTICE MYRICK IMMEDIATE PAST PRESIDENT 4.00 0.00 X X 0 0 0 MATTHEW LARDIERI TREASURER 4.00 0.00 X X 0 0 0 STEPHEN SHALLO SECRETARY 4.00 0.00 X X 0 0 0 WILLIAM MICHALCEWIZ MEMBER AT LARGE 2.00 0.00 X 0 0 0 DAVID ALICK DIRECTOR 2.00 0.00 X 0 0 0 REGINALD BROWN DIRECTOR 2.00 0.00 X 0 0 0 PATRICIA TUCCI CANNON DIRECTOR 2.00 0.00 X 0 0 0 CHRISTOPHER DOHL DIRECTOR 2.00 0.00 X 0 0 0 TAMMY GOOD DIRECTOR 2.00 0.00 X 0 0 0 JAMES GRIMES DIRECTOR 2.00 0.00 X 0 0 0 TIFFANY JOHNSON HANSON DIRECTOR 2.00 0.00 X 0 0 0 TAMIKA HARVEY DIRECTOR 2.00 0.00 X 0 0 0 JONATHAN KLEIN DIRECTOR 2.00 0.00 X 0 0 0 NANCY BELTZ LOMAX DIRECTOR 2.00 0.00 X 0 0 0 MARK MANNISO DIRECTOR 2.00 0.00 X 0 0 0 RAYMOND PETRUCCI DIRECTOR 2.00 0.00 X 0 0 0 CHRISTOPHER PICKERING DIRECTOR 2.00 0.00 X 0 0 0 MICHELLE MAHANEY SCOTT DIRECTOR 2.00 0.00 X 0 0 0 DIANE STEPHENS DIRECTOR 2.00 0.00 X 0 0 0 LINDSAY THRASHER DIRECTOR 2.00 0.00 X 0 0 0 KYLE VAN RIPER DIRECTOR 2.00 0.00 X 0 0 0 JEFFREY VANDE POELE DIRECTOR 2.00 0.00 X 0 0 0 ERICA WALSH DIRECTOR 2.00 0.00 X 0 0 0 0 360740 73723 0 0 1 0 0 3235 3235 CREDIT CARD ROYALTIES 900099 125019 125019 TRUE SPIRIT PSHIP 900099 5000 5000 130019 9443 9443 OTHER INCOME 900099 3023 3023 3023 145720 130019 0 12466 85419 85419 17032 17032 42478 42478 2894 2894 MISCELLANEOUS 1000 1000 148823 147823 1000 0 281138 178618 95867 116464 737763 759205 1114768 1054287 90000 90000 0 X 1024768 1054287 1024768 1054287 1114768 1054287 -3103 32622 0 X X 0 0 0 X X 1 UNIVERSITY OF DELAWARE 516000297 2 1 85419 0 1 85419 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X 1 1 PART IV, SECTION D, LINE 2 THE UDAA REMAINS CLOSE AND KEEPS A CONTINUOUS WORKING RELATIONSHIP WITH THE UNIVERSITY OF DELAWARE (UD), THE SUPPORTED ORGANIZATION, THROUGH THE INVOLVEMENT OF UD EMPLOYEES ROLES LIKE THE ASSOCIATE VICE PRESIDENT OF ALUMNI ENGAGEMENT (AE), THE SENIOR DIRECTOR OF AE AND ADMINISTRATIVE SPECIALIST IN AE. PART IV, SECTION E, LINE 2A AND 2B. THE UDAA IS DEDICATED TO ENGAGING THE ENTIRE UNIVERSITY OF DELAWARE ALUMNI COMMUNITY BY FOSTERING A TRADITION OF LIFELONG LOYALTY AND COMMITMENT TO THE UNIVERSITY. THE UDAA PARTNERS WITH THE OFFICE OF DEVELOPMENT AND ALUMNI RELATIONS TO FULFILL ITS VISION AND MISSION, AND TO EXECUTE ITS STRATEGIES, PROGRAMS AND OUTREACH. BOTH GROUPS HAVE THE SAME END GOAL TO ENSURE THAT ALL CURRENT AND FUTURE UNIVERSITY ALUMNI HAVE A FULFILLING, LIFELONG RELATIONSHIP WITH THE UNIVERSITY. PART IV, SECTION E, LINE 2B SEE DISCLOSURE FOR PART IV, SECTION E, LINES 2A AND 2B. 833630 42039 875669 891850 -58220 833630 503388 150000 238462 891850 1190630 12758 700000 503388 1640998 99632 550000 1190630 1.00000 0 1 1 0 LIMITED PARTNERSHIPS & LLCS 662007 F US GOVERNMENT OBLIGATIONS 35902 F CORPORATE OBLIGATIONS 46410 F M MKT & OTHER LIQUID ASSETS 14886 F 759205 PART V, LINE 4: USE OF ENDOWMENT FUNDS THE ASSOCIATION'S ENDOWMENT CONSISTS OF FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. THE SPENDING POLICY OF THE ASSOCATION IS TO ONLY WITHDRAW FUNDS FROM THE ENDOWMENT TO COVER OPERATING EXPENSES AS DEEMED NECESSARY BY THE BOARD OF DIRECTORS. 1 UNIVERSITY OF DELAWARE 222 SOUTH CHAPEL STREET NEWARK DE 19716 516000297 501(C)(3) 85419 0 GENERAL SUPPORT 1 0 STUDENT AID 10 17032 N/A N/A PART I, LINE 2: PROCEDURES TO MONITOR GRANT FUNDS NOMINATIONS AND APPLICATIONS ARE KEPT ON FILE AS WELL AS COMMITTEE RECORDS FROM THE SELECTION PROCESS. RECIPIENTS OF ALUMNI ENRICHMENT AWARDS ARE REQUIRED TO PROVIDE RECEIPTS AND/OR RETURN UNUSED FUNDS FOLLOWING HIS/HER ACTIVITY. SAP AWARD RECIPIENTS PROVIDE FINAL BALANCE SHEETS AND ARE AWARDED ACCORDINGLY THOUGH THEY MAY HAVE BEEN APPROVED FOR MORE. 0 0 0 0 0 0 0 0 0 MARK SEIFERT DIRECTOR 0 184759 0 10000 0 0 0 20385 0 19350 0 234494 0 39735 CAROLYN EATON QUINCI DIRECTOR 0 84645 0 0 0 0 0 9513 0 15193 0 109351 0 24706 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS THE ORGANIZATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS PREPARED BY INDEPENDENT TAX ADVISORS BASED ON INFORMATION PROVIDED BY PERSONNEL THAT SUPPORTS THE UNIVERSITY OF DELAWARE ALUMNI ASSOCIATION. THE DRAFT IS SUBMITTED TO THE ORGANIZATION'S MANAGEMENT FOR REVIEW AND ACCURACY OF REPORTING. THE ASSOCIATION'S TREASURER ASSUMES RESPONSIBILITY FOR THE FINAL REVIEW OF THE RETURN AND AN OFFICER SIGNS THE RETURN. A FULL COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICIES FROM THE UD ALUMNI ASSOCIATION CONSTITUTION AND BYLAWS, SECTION 13B: IF AN OFFICER, DIRECTOR OR MEMBER AT LARGE OF THE ASSOCIATION (I) HAS A PERSONAL OR FINANCIAL INTEREST IN ANY MATTER OR TRANSACTION COMING BEFORE THE BOARD OF THE ASSOCIATION, (II) HAS A FAMILY MEMBER WHO HAS A PERSONAL OR FINANCIAL INTEREST IN ANY MATTER OR TRANSACTION COMING BEFORE THE BOARD OF THE ASSOCIATION, OR (III) IS A CURRENT OR FORMER OFFICER, DIRECTOR, MEMBER AT LARGE OR OWNER OF AN ENTITY THAT IS INVOLVED IN ANY MATTER OR TRANSACTION COMING BEFORE THE BOARD OF THE ASSOCIATION, THAT OFFICER, DIRECTOR OR MEMBER AT LARGE SHALL (I) FULLY DISCLOSE THE NATURE OF THE INTEREST TO THE BOARD AND (II) WITHDRAW FROM ANY DISCUSSION, LOBBYING OR VOTING ON THE MATTER OR TRANSACTION. ANY VOTE WHICH INVOLVES A POTENTIAL CONFLICT OF INTEREST SHALL BE APPROVED ONLY WHEN A MAJORITY OF DISINTERESTED DIRECTORS OF THE BOARD HAS DETERMINED THAT IT IS IN THE BEST INTEREST OF THE ASSOCIATION TO TAKE SUCH ACTION. THE MINUTES OF THE MEETING AT WHICH SUCH VOTE IS TAKEN SHALL REFLECT AND RECORD THE DISCLOSURE OF THE POTENTIAL CONFLICT OF INTEREST, THE ABSTENTION OF THE VOTE OF THE OFFICER OR DIRECTOR WHO HAS A POTENTIAL CONFLICT OF INTEREST, AND THE RATIONALE OF THE BOARD FOR APPROVING THE ACTION. AN OFFICER OR DIRECTOR WITH SUCH AN INTEREST MAY BE COUNTED TO DETERMINE WHETHER A QUORUM EXISTS, BUT SUCH OFFICER'S OR DIRECTOR'S VOTE SHALL NOT BE COUNTED TO DETERMINE WHETHER A QUORUM EXISTS FOR PURPOSES OF THE REQUISITE MATTER OR TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DISCLOSURE OF DOCUMENTS THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 1 - ACCOUNTING METHOD THE MODIFIED CASH BASIS OF ACCOUNTING RECOGNIZES CERTAIN REVENUE AND RELATED ASSETS WHEN RECEIVED RATHER THAN WHEN EARNED AND CERTAIN EXPENSES ARE RECOGNIZED WHEN PAID RATHER THAN WHEN THE OBLIGATION IS INCURRED. UNIVERSITY OF DELAWARE 550 S COLLEGE AVENUE NEWARK DE 19713 516000297 EDUCATION DE 501(C)(3) LINE 2 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 SCHEDULE R, PART V, LINE 1 (B) (N) & (O) THE UNIVERSITY OF DELAWARE ALUMNI ASSOCIATION, INC. UTILIZES STAFF AND FACILITIES PROVIDED BY THE UNIVERSITY OF DELAWARE WITHOUT THE PAYMENT OF RENT OR COMPENSATION.