2024-01-23T15:10:10-06:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2022-07-01 520615433 MEDICAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF MARYLAND INC MEDI 4107067454 522 WEST LOMBARD STREET BALTIMORE MD 21201 HARRY A OKEN MD PRESIDENT 4107067454 2024-01-19 1 HARRY OKEN MD 999009999 0 ROBERT WILLIAMS P01345960 5712279500 2024-01-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z HARRY A OKEN MD 522 WEST LOMBARD STREET BALTIMORE MD 21201 1994040 0 X WWW.MEDICALALUMNI.ORG X 1875 MD TO ENHANCE EFFORTS IN CARRYING ON THE EDUCATIONAL MISSION OF THE U OF MD MEDICAL SCHOOL. 16 16 3 100 0 0 1562306 1905068 19329 38270 623 43086 2690 7616 1584948 1994040 406080 733866 0 0 474489 524666 0 0 270267 481033 427088 1361602 1685620 223346 308420 4182408 4491533 36937 37642 4145471 4453891 X TO PROVIDE AN ALUMNI ASSOCIATION FOR GRADUATES OF THE UNIVERSITY OF MARYLAND MEDICAL SCHOOL TO ENHANCE EFFORTS IN CARRYING ON THE EDUCATIONAL MISSION OF THE SCHOOL, AND PRESERVE A HISTORIC TEACHING FACILITY FOR USE BY ALUMNI AND STUDENTS NOW AND IN THE FUTURE. 0 0 733866 733866 0 FUND RAISING IN SUPPORT OF THE UNIVERSITY OF MARYLAND MEDICAL SCHOOL:THE MEDICAL ALUMNI ASSOCIATION (MAA) RAISED $1,688,513 IN GIFTS TO BENEFIT THE MEDICAL SCHOOL. OF THIS AMOUNT, $683,816 WAS DISTRIBUTED DIRECTLY FOR THE BENEFIT OF THE UNIVERSITY OF MARYLAND. A PORTION OF THESE GIFTS WERE APPLIED TOWARD PROGRAMS AND SERVICES FOR 10,000 ALUMNI, FACULTY, STUDENTS, AND FRIENDS OF THE MEDICAL SCHOOL. WITH THE ASSISTANCE OF THE UNIVERSITY OF MARYLAND - BALTIMORE OFFICE OF FINANCIAL AID, THE MAA CONTINUED TO ADMINISTER 5 STUDENT LOAN FUNDS: THE MAA REVOLVING STUDENT LOAN FUND; ROWLAND STUDENT LOAN FUND; ROGERS LOAN FUND; WHITE EMERGENCY LOAN FUND; AND HOFFMAN EMERGENCY LOAN FUND. THESE FUNDS, TURNED OVER TO THE UNIVERSITY IN FY22, ARE VALUED AT APPROXIMATELY $800,000. 239587 0 0 JOINT SPONSORSHIP OF "THE BULLETIN" MAGAZINE:FOUR ISSUES OF "THE BULLETIN" WERE PUBLISHED AND MAILED TO MORE THAN 9,000 ALUMNI, FACULTY, FRIENDS, AND STUDENTS OF THE MEDICAL SCHOOL AND EMAILED TO THOUSANDS MORE. AN EDITORIAL BOARD, CONSISTING OF MORE THAN 20 ALUMNI AND MEDICAL SCHOOL REPRESENTATIVES, PROVIDED GUIDANCE AND EDITORIAL ASSISTANCE IN THE MAGAZINE'S PRODUCTION. THE BULLETIN IS RECOGNIZED AS THE OLDEST MEDICAL ALUMNI PUBLICATION IN THE UNITED STATES. 183540 0 38270 ALUMNI AND STUDENT RELATED ACTIVITIES:MORE THAN 500 ALUMNI AND GUESTS RETURNED TO CAMPUS FOR A TWO-DAY REUNION IN MAY, AND SEVERAL STUDENT AND ALUMNI ACTIVITIES RETURNED TO LIVE EVENTS DURING THE YEAR, INCLUDING FRESHMEN ORIENTATION, WHITE COAT CEREMONY, MATCH DAY, SOPHOMORE SOCIAL, AND JUNIOR BULL ROAST CELEBRATIONS FOR STUDENTS, AS WELL AS RECEPTIONS MEDICAL MEETINGS FOR ALUMNI. THE MAA PROVIDED INCOMING STUDENTS WITH STETHOSCOPES. 33449 0 0 TO SUPPORT THE RESTORATION, MAINTENANCE, AND ADMINISTRATION OF DAVIDGE HALL, THE OLDEST MEDICAL TEACHING FACILITY IN AMERICA. 33449 0 0 1190442 1 1 0 0 0 0 0 1 0 0 1 1 0 0 0 1 1 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 0 0 0 0 1 12 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 0 0 1 0 0 MD X LAWRENCE PITROF 4107067454 522 WEST LOMBARD STREET BALTIMORE MD 21201 LAWRENCE PITROF EXECUTIVE DIRECTOR 37.50 X 254108 0 47016 WALKER ROBINSON MD PRESIDENT UNTIL MAY 2023 1.00 X X 0 0 0 HARRY A OKEN MD PRESIDENT-ELECT/PRESIDENT 1.00 X X 0 0 0 GEORGE KOCHMAN MD VICE PRESIDENT/PRESIDENT-ELECT 1.00 X X 0 0 0 TUANH TONNU MD TREASURER/VICE PRESIDENT 1.00 X X 0 0 0 SACHIN KALYANI MD SECRETARY/TREASURER 1.00 X X 0 0 0 CAROLE MILLER MD SECRETARY 1.00 X 0 0 0 JOY W CHANG MD DIRECTOR 1.00 X 0 0 0 ROBERT B DONEGAN MD DIRECTOR 1.00 X 0 0 0 KATHERINE DUNCAN MD DIRECTOR 1.00 X 0 0 0 ELIZABETH D FELDMAN MD DIRECTOR 1.00 X 0 0 0 NEAL M FRIEDLANDER MD DIRECTOR 1.00 X 0 0 0 DEAN GLAROS MD DIRECTOR 1.00 X 0 0 0 G THOMAS GRACE MD DIRECTOR 1.00 X 0 0 0 ELIZABETH LAMOS MD DIRECTOR 1.00 X 0 0 0 SHAVONNE MASSEY MD DIRECTOR 1.00 X 0 0 0 JULIE TAYLOR SCHULTZ MD DIRECTOR 1.00 X 0 0 0 MARJORIE K WARDEN MD DIRECTOR 1.00 X 0 0 0 254108 0 47016 1 0 1 0 0 116555 100000 1688513 1905068 REUNIONS & ACTIVITIES 900099 34275 34275 OTHER PROGRAM REVENUE 900099 3995 3995 38270 43086 43086 MISCELLANEOUS INCOME 900099 7616 7616 7616 1994040 38270 0 50702 695001 695001 38865 38865 324648 81162 113626 129860 125906 31476 44068 50362 5740 1435 2009 2296 42858 10715 15000 17143 25514 6379 8930 10205 25275 6319 8846 10110 14660 3665 5131 5864 7378 7378 53158 12528 20586 20044 8153 8153 10563 2641 3697 4225 3020 755 1057 1208 3871 968 1355 1548 REUNIONS & ACTIVITIES 183540 183540 BULLETIN EXPENSE 112808 112808 BOWERS MUSEUM 2042 1104 938 DAVIDGE HALL EXPENSES 650 650 1970 431 606 933 1685620 1190442 224911 270267 141 3943493 4229258 19829 29028 201373 201373 0 0 218945 233247 4182408 4491533 36937 37642 36937 37642 X 3572852 3788251 572619 665640 4145471 4453891 4182408 4491533 308420 0 X 0 1 X 1 0 X 1875662 2305171 1644971 1562306 1905068 9293178 100304 99432 90720 103068 97870 491394 1975966 2404603 1735691 1665374 2002938 9784572 1061988 8722584 58195 38470 1216 623 43086 141590 6668 7824 12230 2690 7616 37028 9963190 126472 0.87550 0.78780 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 6,668. 2019 AMOUNT: $ 7,824. 2020 AMOUNT: $ 12,230. 2021 AMOUNT: $ 2,690. 2022 AMOUNT: $ 7,616. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 201373 201373 0 0 LIFE INSURANCE - CASH SURRENDER VALUE 233247 C 233247 X 2091910 97870 97870 1994040 0 1994040 1783490 97870 97870 1685620 0 1685620 PART III, LINE 1A: VALUES OF EXISTING COLLECTION ITEMS CONSISTING PRIMARILY OF MEDICAL ARTIFACTS AND CERTAIN DOCUMENTS ARE NOT READILY DETERMINABLE AND HAVE NOT BEEN CAPITALIZED. PART X, LINE 2: THE ASSOCIATION HAS ADOPTED THE FINANCIAL ACCOUNTING STANDARDS BOARD'S REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND DETERMINED THAT THEY ARE NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. 1 TRUSTEES OF THE ENDOWMENT FUND OF THE UNIV OF MD SCHOOL OF MEDICINE 220 N ARCH ST 13TH FLOOR BALTIMORE MD 21201 526055592 501(C)(3) 316476 0 N/A N/A PROGRAM SUPPORT UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC 620 W LEXINGTON STREET 2ND FLOOR BALTIMORE MD 21201 311678679 501(C)(3) 327350 0 N/A N/A PROGRAM SUPPORT 2 0 SCHOLARSHIPS 11 38865 N/A N/A PART I, LINE 2: PER A WRITTEN AGREEMENT WITH EACH ORGANIZATION, FUNDS DISBURSED TO GIFT ACCOUNTS AT THE UMB FOUNDATION AND TRUSTEES OF THE ENDOWMENT ARE MONITORED BY THESE FOUNDATIONS TO ENSURE THE FUNDS ARE USED FOR THEIR INTENDED PURPOSES. 1 X X X 0 0 0 0 0 0 0 0 0 LAWRENCE PITROF EXECUTIVE DIRECTOR 251131 0 0 0 2977 0 17579 0 29437 0 301124 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ALL GRADUATES OF THE UNIVERSITY OF MARYLAND SCHOOL OF MEDICINE, PHYSICIAN MEMBERS OF THE FACULTY OF THE SCHOOL OF MEDICINE, PHYSICIANS WHO HAVE RECEIVED TRAINING AT THE UNIVERSITY AND AFFILIATED HOSPITALS MAY BE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS ELECT THE GOVERNING BODY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A COPY IS PROVIDED TO THE BOARD BEFORE IT IS FILED WITH THE IRS. THE BOARD REVIEWS THE TAX RETURN FOR ACCURACY AND COMPLETENESS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL DIRECTORS AND OFFICERS OF THE BOARD OF DIRECTORS OF THE MEDICAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF MARYLAND, INC. THE BOARD REQUIRES EACH DIRECTOR AND OFFICER UPON APPOINTMENT OR ELECTION AND ANNUALLY THEREAFTER: (1) TO REVIEW THIS POLICY; (2) TO DISCLOSE IN THE MANNER PROVIDED IN THE POLICY ANY BUSINESS RELATIONSHIPS, SUBSTANTIAL BENEFITS, OR OTHER CIRCUMSTANCE THAT COULD REASONABLY BE EXPECTED TO GIVE RISE TO A CONFLICT OF INTEREST INVOLVING THE ASSOCIATION; AND (3) TO ACKNOWLEDGE BY HIS OR HER SIGNATURE THAT HE OR SHE IS AND WILL REMAIN IN COMPLIANCE WITH THE LETTER AND SPIRIT OF THIS POLICY. IN ADDITION, IF A MATTER ARISES DURING THE COURSE OF THE YEAR THAT WOULD HAVE BEEN REQUIRED TO BE DISCLOSED, THE DIRECTOR OR OFFICER WILL BE REQUIRED TO PROMPTLY DISCLOSE SUCH MATTER. A DIRECTOR OR OFFICER WHO HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, WHETHER OR NOT SPECIFICALLY DISCLOSED, SHALL NOT VOTE OR OTHERWISE TAKE ANY ACTION ON ANY MATTER WITH RESPECT TO WHICH SUCH PERSON MAY BE CONFLICTED. A DIRECTOR OR OFFICER MAY PARTICIPATE IN DISCUSSION OF SUCH MATTER IN MEETINGS OF THE BOARD OR ITS COMMITTEES PROVIDED HE OR SHE DISCLOSES SUCH CONFLICT AND ABSTAINS FROM VOTING THEREON. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION USES COMPARABILITY DATA IN DETERMINING COMPENSATION OF ITS EXECUTIVE DIRECTOR. THE PROCESS INCLUDES DELIBERATION AND DECISION BY THE BOARD, WHICH IS DOCUMENTED IN THE ORGANIZATION'S MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. THE ORGANIZATION DOES NOT COMPENSATE ANY OTHER PERSON MEETING THE IRS DEFINITION OF OFFICER OR KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.