2024-05-13T09:20:08-05:00 2023-06-30 222027092 WITHUM SMITH BROWN PC 25 BRAINTREE HILL OFC PK SUITE 102 BRAINTREE MA 02184 990 2022-07-01 042199546 BRIDGEWATER ALUMNI ASSOCIATION OF BRIDGEWATER STATE UNIVERSITY BRID 5085312691 26 SUMMER STREET BRIDGEWATER MA 02325 DOUG SHROPSHIRE VICE PRESIDENT OF FINANCE 5085312236 2024-05-10 1 DOUG SHROPSHIRE 999009999 0 MICHAEL J COSGROVE P02127030 3392555396 2024-05-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DOUG SHROPSHIRE 26 SUMMER STREET BRIDGEWATER MA 02325 168368 0 X WWW.BRIDGEW.EDU/ALUMNI X 1845 MA TO PROMOTE THE WELFARE, INTERESTS AND EXCELLENCE OF BRIDGEWATER STATE UNIVERSITY THROUGH ALUMNI ACTIVITIES. 21 18 0 21 0 0 152831 140146 0 0 77992 3799 0 0 230823 143945 107340 163605 0 0 0 0 0 0 14483 96068 69912 203408 233517 27415 -89572 5987686 6651182 11200 21272 5976486 6629910 X TO PROMOTE THE WELFARE, INTERESTS AND EXCELLENCE OF BRIDGEWATER STATE UNIVERSITY THROUGH ALUMNI ACTIVITIES. 0 0 91400 91400 STUDENTS ARE AWARDED SCHOLARSHIPS AND FINANCIAL ASSISTANCE BASED ON ACADEMIC PERFORMANCE. 72205 72205 CONTRIBUTIONS ARE MADE TO BRIDGEWATER STATE UNIVERSITY TO ASSIST THE INSTITUTION IN FUNDING AND PROMOTING AREAS OF EDUCATION AND RESEARCH WHICH MAY NOT RECEIVE STATE FUNDING. 13396 SUPPORT FOR STUDENT SERVICES. 13396 177001 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 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 1 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X ELLEN OLIVER 5085312691 26 SUMMER STREET BRIDGEWATER MA 02325 X CARRIE M KULICK-CLARK PRESIDENT 0.50 X X 0 0 0 KEVIN C COSTA VICE PRESIDENT 0.50 X X 0 0 0 MICHAEL J VIEIRA SECRETARY 0.50 X X 0 0 0 NICHOLAS E PROMPONAS ASSISTANT TREASURER 0.50 X X 0 0 0 MARIOJARDEL G CENTEIO STUDENT DIRECTOR 0.50 X X 0 0 0 MARGARET A CAULFIELD ALUMNI TRUSTEE 0.50 X X 0 0 0 MATTHEW J QUIMBY PAST PRESIDENT 0.50 X X 0 0 0 STELLA M CITRANO DIRECTOR 0.50 X 0 0 0 MICHELLE A HACUNDA DIRECTOR 0.50 X 0 0 0 MIA L HAZLETT DIRECTOR 0.50 X 0 0 0 KEITH J BENOIT DIRECTOR 0.50 X 0 0 0 SCOTT MCDONALD DIRECTOR 0.50 X 0 0 0 COLLEEN V MCINTYRE DIRECTOR 0.50 X 0 0 0 JESSICA A MCNEILL DIRECTOR 0.50 X 0 0 0 TIMOTHY P MILLERICK DIRECTOR 0.50 X 0 0 0 DAVID A MORWICK DIRECTOR 0.50 X 0 0 0 VINDA M BUTLER DIRECTOR 0.50 X 0 0 0 GABRIELLA A COSTA DIRECTOR 0.50 X 0 0 0 MATTHEW T RUSHTON DIRECTOR 0.50 X 0 0 0 JOIE H STEELE DIRECTOR 0.50 X 0 0 0 MARGARIDA BAGANHA DIRECTOR 0.50 X 0 0 0 ELLEN OLIVER CHIEF DEVELOPMENT OFFICER 10.00 30.00 X 0 184781 76407 ELIZABETH DUBUQUE EXECUTIVE DIRECTOR, ALUMNI AND DEVELOPMENT 10.00 30.00 X 0 111045 45917 SCOTT ENOS DIRECTOR OF OPERATIONS & LOGISTICS 10.00 30.00 X 0 106448 44016 0 402274 166340 0 0 1 0 0 140146 140146 115 115 28107 24423 3684 3684 3684 143945 0 0 3799 72205 72205 91400 91400 13304 13304 28107 28107 622 622 EVENT EXPENSE 14483 14483 CLOTHING 13396 13396 233517 177001 42033 14483 75748 26403 5523 0 5906205 6624779 210 0 5987686 6651182 10240 21272 960 0 11200 21272 X 2846037 3295102 3130449 3334808 5976486 6629910 5987686 6651182 -89572 742996 0 X X 0 1 X 1 0 X 209778 119764 103395 152831 140146 725914 869936 869084 864964 881364 1077213 4562561 1079714 988848 968359 1034195 1217359 5288475 5288475 101439 1124 61 49 115 102788 5391263 0.98090 0.95860 X 3130449 64044 384959 244644 3334808 3576687 97478 -440355 103361 3130449 2712225 42039 859906 37483 3576687 2744902 55827 26581 115085 2712225 2711155 120742 56618 143613 2744902 0.40554 0.59446 0 1 1 0 EQUITY SECURITIES 6624779 F 6624779 X 1936047 742996 1077213 1820209 115838 28107 28107 143945 1282623 1077213 1077213 205410 28107 28107 233517 PART V, LINE 4: THE INTENDED USE OF THE INCOME FROM ENDOWMENT FUNDS IS TO SUPPORT THE PROGRAMS OF THE ASSOCIATION. PART X, LINE 2: THE ALUMNI ASSOCIATION HAS BEEN NOTIFIED BY THE INTERNAL REVENUE SERVICE THAT IT MEETS THE QUALIFICATIONS TO BE CLASSIFIED AS A TAX-EXEMPT ENTITY UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. AS A NOT-FOR-PROFIT ENTITY EXEMPT FROM INCOME TAXES, THE ALUMNI ASSOCIATION MAY, HOWEVER, BE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES REQUIRE AN ENTITY TO ASSESS THE PROBABILITY THAT A TAX POSITION HAS A "MORE LIKELY THAN NOT" SUSTAINABILITY AFTER REVIEW BY TAX AUTHORITIES. IF A TAX POSITION IS DEEMED NOT TO MEET THIS THRESHOLD, ANY UNRECOGNIZED TAX BENEFITS AND COSTS ARE ESTIMATED AND RECOGNIZED. TAX RETURNS ARE ROUTINELY OPEN FOR REVIEW BY TAX AUTHORITIES FOR THREE YEARS FROM THEIR DUE DATE. IN CERTAIN CIRCUMSTANCES, THE STATUTE OF LIMITATIONS MAY REMAIN OPEN INDEFINITELY. 1 BRIDGEWATER STATE UNIVERSITY 131 SUMMER STREET BRIDGEWATER MA 02325 043010428 115 72205 0 SUPPORT OF THE UNIVERSITY THROUGH THE ANNUAL FUND AND OTHER FUNDRAISING ACTIVITIES 1 SCHOLARSHIPS 63 91400 FMV PART I, LINE 2: THE ASSOCIATION ENSURES THAT GRANT RECIPIENTS ARE ELIGIBLE FOR GRANTS BASED ON A SET OF ESTABLISHED CRITERIA. THE SELECTION CRITERIA IS REVIEWED ON A PERIODIC BASIS. 0 0 0 0 0 0 0 0 0 ELLEN OLIVER CHIEF DEVELOPMENT OFFICER 0 184781 0 0 0 0 0 0 0 76407 0 261188 0 0 ELIZABETH DUBUQUE EXECUTIVE DIRECTOR, ALUMNI AND DEVEL 0 111045 0 0 0 0 0 0 0 45917 0 156962 0 0 SCOTT ENOS DIRECTOR OF OPERATIONS & LOGISTICS 0 106448 0 0 0 0 0 0 0 44016 0 150464 0 0 FORM 990, PART VI, SECTION A, LINE 2 TWO MEMBERS OF THE BOARD OF DIRECTORS, KEVIN C. COSTA AND GABRIELLA A. COSTA, ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S CHIEF DEVELOPMENT OFFICER, VICE PRESIDENT OF FINANCE AND COMPTROLLER REVIEW THE 990 PRIOR TO FILING. THE 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS THROUGH A SECURE INTERNET PORTAL. ONCE APPROVED, THE FORM 990 IS THEN FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS ON AN ANNUAL BASIS AT THE ANNUAL MEETING. COMPLIANCE AND ENFORCEMENT IS MONITORED AT THE ANNUAL MEETING AND MANDATED BY MASSACHUSETTS LAW. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE LOCATED AT 26 SUMMER STREET, BRIDGEWATER, MA 02325 AND ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE WHOSE PURPOSE IS THE OVERSIGHT AND REVIEW OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT BEEN CHANGED FROM PRIOR YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE BRIDGEWATER ALUMNI ASSOCIATION HAS NO EMPLOYEES. THE ALUMNI ASSOCIATION UTILIZES EMPLOYEES OF BRIDGEWATER STATE UNIVERSITY. ALL SALARIES FOR THESE EMPLOYEES ARE PAID BY BRIDGEWATER STATE UNIVERSITY. BRIDGEWATER STATE UNIVERSITY FOUNDATION 26 SUMMER STREET BRIDGEWATER MA 02325 222678005 SCHOLARSHIPS AND GRANTS MA 501C(3) 5 N/A 0 BRIDGEWATER STATE UNIVERSITY 131 SUMMER STREET BRIDGEWATER MA 02325 043010428 HIGHER EDUCATION MA 115 N/A N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 BRIDGEWATER STATE UNIVERSITY O 1077213 FMV BRIDGEWATER STATE UNIVERSITY B 72205 FMV