2025-05-14T10:27:35-05:00 2024-06-30 135565207 KPMG LLP 515 BROADWAY 4TH FLOOR ALBANY NY 12207 990 2023-07-01 150532083 THE COLGATE UNIVERSITY ALUMNI CORPORATION COLG 3152287433 13 OAK DRIVE HAMILTON NY 13346 JILLIAN COLE EXECUTIVE SECRETARY 3152287433 2025-05-13 1 0 STEPHANIE LONCZAK P01880207 5184274600 2025-05-06 2023 2025-03-06 01:10:19Z JILLIAN COLE 13 OAK DRIVE HAMILTON NY 13346 83933 0 X WWW.COLGATE.EDU/ALUMNI/ALUMNI-COUNCIL X 1919 NY SEE SCHEDULE O 57 56 0 4777 0 0 52364 57172 55349 7976 15126 18785 0 0 122839 83933 0 0 0 0 27285 31458 0 0 0 96313 82937 123598 114395 -759 -30462 200769 172455 0 2148 200769 170307 THE PRIMARY MISSION OF THE COLGATE UNIVERSITY ALUMNI CORPORATION, AS STATED ON THEIR WEBSITE, IS TO "PROMOTE ENDURING ALUMNI ENGAGEMENT AND SERVICE THAT SUPPORTS AND ADVANCES COLGATE UNIVERSITY AND ITS GLOBAL COMMUNITY". 0 0 103385 7976 PROMOTION OF THE GENERAL WELFARE OF COLGATE UNIVERSITY BY DEVELOPING AN ACTIVE AND ENDURING INTEREST IN THE AFFAIRS OF THE UNIVERSITY AMONG ITS ALUMNI, UNDERGRADUATES, AND FRIENDS; AND TO SUPPORT THE EDUCATIONAL MISSION OF THE UNIVERSITY THROUGH THE SPONSORSHIP AND DIRECT INVOLVEMENT IN EVENTS WITH CURRENT UNDERGRADUATES. 103385 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 57 56 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 X JILLIAN COLE 3152286929 13 OAK DRIVE HAMILTON NY 13346 ROBERT E ABERLIN DIRECTOR 1.00 X 0 0 0 JOHANNA R AMES DIRECTOR 1.00 X 0 0 0 PATRICIA E APELIAN AITKEN DIRECTOR/ALUMNI TRUSTEE 3.00 3.00 X 0 0 0 LAWRENCE G ARNOLD DIRECTOR (THRU 6/30/24) 1.00 X 0 0 0 THOMAS A BAKER DIRECTOR 1.00 X 0 0 0 BROOKE S BECK DIRECTOR (THRU 6/30/24) 1.00 X 0 0 0 CHRISTIE E BONILLA DIRECTOR 1.00 X 0 0 0 KEITH L BROOKS DIRECTOR 1.00 X 0 0 0 JULIE BROWN ACKERMAN DIRECTOR 1.00 X 0 0 0 BECKY BYE LEGAL COUNSEL (AS OF 7/1/23) 5.00 X X 0 0 0 THOMAS R CAMPBELL DIRECTOR 1.00 X 0 0 0 PAUL B CARBERRY JR DIRECTOR (AS OF 7/12/23) 1.00 X 0 0 0 LAUREN CASELLA DIRECTOR 1.00 X 0 0 0 SARAH L CAVE DIRECTOR 1.00 X 0 0 0 MELISSA J COLEY DIRECTOR/LIFE MEMBER/ALUMNI TRUSTEE 3.00 4.00 X 0 0 0 CHAD E COOLEY DIRECTOR/ALUMNI TRUSTEE 1.00 3.00 X 0 0 0 MEEANN K DINGMAN DIRECTOR (AS OF 7/1/23) 1.00 X 0 0 0 THERESA D EGLER DIRECTOR/LIFE MEMBER/ALUMNI TRUSTEE 3.00 5.00 X 0 0 0 JEFFREY S EMBREE DIRECTOR (AS OF 7/1/23) 1.00 X 0 0 0 ALLAN L FLOWERS DIRECTOR 1.00 X 0 0 0 CHARLES S FOX DIRECTOR 1.00 X 0 0 0 ALVIN GLYMPH DIRECTOR 1.00 X 0 0 0 DENNY GONZALEZ DIRECTOR 1.00 X 0 0 0 SUSAN L BECKER GOULD DIRECTOR/ALUMNI TRUSTEE/LIFE MEMBER 3.00 3.00 X 0 0 0 LAURI C HADOBAS PRESIDENT (AS OF 7/1/23) 5.00 X X 0 0 0 ELIZABETH A HARTMAN DIRECTOR 1.00 X 0 0 0 FRANCIS J HEARN JR DIRECTOR 1.00 X 0 0 0 SUSAN HORWITZ DIRECTOR (THRU 6/30/24) 1.00 X 0 0 0 CHRISTIAN B JOHNSON DIRECTOR/ALUMNI TRUSTEE 3.00 3.00 X 0 0 0 MARI C P JONES DIRECTOR 1.00 X 0 0 0 JANIE S KASS DIRECTOR (AS OF 7/1/23) 1.00 X 0 0 0 ERIN L KIRITSY DIRECTOR (THRU 6/30/24) 1.00 X 0 0 0 SONYA LEE-CHUNG DIRECTOR (THRU 4/18/24) 1.00 X 0 0 0 JOSEPH A LEO VICE PRESIDENT (AS OF 7/1/23) 5.00 X X 0 0 0 REED S LEWIS DIRECTOR 1.00 X 0 0 0 TINOFARA O MAJONI DIRECTOR 1.00 X 0 0 0 RODNEY A MASON JR DIRECTOR 1.00 X 0 0 0 TIFFANY C MCLAUD DIRECTOR (AS OF 7/1/23) 1.00 X 0 0 0 STEPHEN C MEHOS DIRECTOR (AS OF 7/1/23) 1.00 X 0 0 0 MICHAEL D MILONE DIRECTOR 1.00 X 0 0 0 AMR NOSSEIR DIRECTOR (AS OF 7/1/23) 1.00 X 0 0 0 CHRISTOPHER L NULTY DIRECTOR (THRU 6/30/24) 1.00 X 0 0 0 MARGARET J PALLADINO DIRECTOR (AS OF 7/1/23) 1.00 X 0 0 0 JEAN-PIERRE PAQUIN TREASURER (AS OF 7/1/23) 5.00 X X 0 0 0 CHARLES A PAREKH DIRECTOR 1.00 X 0 0 0 DENNISTON M REID JR DIR/ALUMNI TRUSTEE (THRU 6/30/24) 3.00 3.00 X 0 0 0 ALLYSON E RIEMMA DIRECTOR (THRU 6/30/24) 1.00 X 0 0 0 DENA E ROBINSON DIRECTOR 1.00 X 0 0 0 CAROLE H ROBINSON DIRECTOR 1.00 X 0 0 0 SETH A SCHAEFFER DIRECTOR (AS OF 7/12/23) 1.00 X 0 0 0 PER A SEKSE DIRECTOR 1.00 X 0 0 0 JAMES C SILAS DIRECTOR (THRU 6/30/24) 1.00 X 0 0 0 JAMES A SPEIGHT IV DEI OFFICER (THRU 6/30/24) 5.00 X X 0 0 0 JEFFREY T VEBER DIRECTOR 1.00 X 0 0 0 MARVIN K VILMA DIRECTOR (AS OF 7/1/23) 1.00 X 0 0 0 ERIC S VON STROH DIRECTOR (AS OF 6/18/24) 1.00 X 0 0 0 KURT L WRIGHT DIRECTOR 1.00 X 0 0 0 KEVIN A ZIMMERMAN DIRECTOR 1.00 X 0 0 0 JILLIAN R COLE EXECUTIVE SECRETARY (AS OF 10/14/23) 6.00 X 0 98530 16960 JENNIFER L STONE EXECUTIVE SECRETARY (THRU 10/14/23) 6.00 X 0 145978 22785 0 244508 39745 0 0 1 0 0 57172 57172 REUNION YEARBOOKS 900099 7976 7976 7976 18785 18785 83933 7976 0 18785 23863 15511 8352 7595 4937 2658 62338 62338 1644 1644 18955 18955 114395 103385 11010 0 189997 172455 10772 0 200769 172455 0 2148 0 2148 X 200769 170307 200769 170307 200769 172455 -30462 0 X 0 1 X 0 0 X X 1 COLGATE UNIVERSITY 150532078 2 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 FORM 990, SCHEDULE A, PART IV, SECTION D, LINE 3: THE COLGATE UNIVERSITY ALUMNI CORPORATION IS A SEPARATE ORGANIZATION FROM COLGATE UNIVERSITY, BUT COLGATE UNIVERSITY, THROUGH ITS REPRESENTATIVES WHO SERVE AS TRUSTEES ON THE COLGATE UNIVERSITY ALUMNI CORPORATION BOARD, HAS A SIGNIFICANT VOICE IN THE COLGATE UNIVERSITY ALUMNI CORPORATION INVESTMENT POLICIES AND IN DIRECTING THE USE OF ITS INCOME AND ASSETS. FORM 990, SCHEDULE A, PART IV, SECTION E, LINE 2A: THE CORPORATION'S ACTIVITIES DIRECTLY FURTHER THE EXEMPT PURPOSE OF THE UNIVERSITY THROUGH EIGHT STANDING COMMITTEES, AS NECESSARY, INCLUDING COMMITTEES DEVOTED TO ENCOURAGE AND SUPPORT ADMISSIONS TO THE UNIVERSITY, MENTOR AND ADVISE STUDENTS THROUGH THE CAREER SERVICES OFFICE, AND PROMOTE INTERACTION AMONG ALUMNI, ADMINISTRATION, FACULTY AND STUDENTS ON MATTERS OF STUDENT AND ACADEMIC AFFAIRS AND ALUMNI RELATIONS. THE CORPORATION'S COMMITTEES WORK CLOSELY WITH THE UNIVERSITY'S ADMINISTRATION, FACULTY AND STAFF TO MAINTAIN A CONTINUOUS WORKING RELATIONSHIP. THE CORPORATION'S ACTIVITIES AS PERFORMED THROUGH EIGHT STANDING COMMITTEES IS SUBSTANTIALLY ALL OF THE CORPORATION AND COMMITTEE MEMBERS' TIME AND EXPENSE DEVOTED TO THE UNIVERSITY. FORM 990, SCHEDULE A, PART IV, SECTION E, LINE 2B: THE ALUMNI CORPORATION IS AN INDEPENDENT VOICE FOR ALUMNI AND PROVIDES GUIDANCE AND SUPPORT FOR UNIVERSITY INITIATIVES. THE ACTIVITIES ENGAGED IN BY THE CORPORATION PROVIDE A CRITICAL ROLE IN MAINTAINING A STRONG CONNECTION WITH ALUMNI AND THE UNIVERSITY, CREATING IMPORTANT LINES OF COMMUNICATION WITH STUDENTS, FACULTY AND THE ADMINISTRATION. AS SUCH, THESE ACTIVITIES WOULD NEED TO BE CONTINUED AS PART OF OVERALL UNIVERSITY OPERATIONS IF THE CORPORATION DID NOT EXIST. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 PAYABLE TO COLGATE UNIVERSITY 2148 2148 X PART X, LINE 2: THE COLGATE UNIVERSITY ALUMNI CORPORATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR COLGATE UNIVERSITY. THE UNIVERSITY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED BY THE RELEVANT TAX AUTHORITY. THE UNIVERSITY BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. 0 0 0 0 0 0 0 0 0 JENNIFER L STONE EXECUTIVE SECRETARY (THRU 10/14/23) 0 140148 0 5000 0 830 0 14242 0 8543 0 168763 0 0 REUNIONS REINVENTED SEE PART V 66897 SEE PART V 0 SCHEDULE L, PART IV, LINE 1 (B) DIRECTOR, MARGARET PALLADINO, IS THE SOLE OWNER OF REUNIONS REINVENTED.(C) THE TRANSACTION AMOUNT IN COLUMN (C) REPRESENTS PAYMENTS TO REUNIONS REINVENTED IN CONNECTION WITH THE UNIVERSITY'S CLASS OF 1974'S 5OTH YEAR REUNION. FORM 990, PART I, LINE 1 THE PRIMARY MISSION OF THE COLGATE UNIVERSITY ALUMNI CORPORATION, AS STATED ON THEIR WEBSITE, IS TO "PROMOTE ENDURING ALUMNI ENGAGEMENT AND SERVICE THAT SUPPORTS AND ADVANCES COLGATE UNIVERSITY AND ITS GLOBAL COMMUNITY". FORM 990, PART VI, SECTION A, LINE 6 ALL PERSONS WHO HAVE COMPLETED SATISFACTORILY AT LEAST ONE (1) SEMESTER AT COLGATE AND WHOSE CLASSES HAVE GRADUATED ARE MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE CORPORATION ARE ELIGIBLE TO SERVE ON THE CORPORATION'S GOVERNING BODY, KNOWN AS THE ALUMNI COUNCIL, AND ARE ABLE TO VOTE FOR MEMBERS OF THE ALUMNI COUNCIL. EACH YEAR, THE ALUMNI COUNCIL'S NOMINATIONS COMMITTEE SELECTS A SLATE OF NOMINEES FOR NINE OPEN POSITIONS ON THE ALUMNI COUNCIL, USING THE FOLLOWING CRITERIA: (1) BREADTH OF COLGATE VOLUNTEER EXPERIENCE, WITH A PARTICULAR EYE TOWARD DEMONSTRATED LEADERSHIP; (2) CONSISTENT PARTICIPATION IN COLGATE'S FUNDRAISING PROGRAMS; (3) DIVERSITY OF TALENT AND PERSPECTIVE; (4) EVIDENCE OF TIME AND SERVICE TO THE WORLD BEYOND COLGATE. THOSE NOMINEES ARE VOTED ON BY THE FULL ALUMNI COUNCIL IN THE FALL OF EACH YEAR AND ANNOUNCED IN THE WINTER ISSUE OF THE COLGATE SCENE. AT THAT TIME, ANY ALUMNUS/ALUMNA WHO HAS NOT BEEN NOMINATED CAN GATHER 75 MEMBERS' SIGNATURES AND RUN AS A PETITION CANDIDATE. THE ELECTION CULMINATES AT THE CORPORATION'S ANNUAL MEETING: IF THERE ARE NO PETITION CANDIDATES, AN UNANIMOUS BALLOT IS CAST FOR THE ALUMNI COUNCIL-NOMINATED CANDIDATES; IF THERE ARE PETITION CANDIDATES, THE MEMBERS OF THE CORPORATION ARE ASKED TO VOTE. IN ADDITION TO THE FOREGOING, THE ALUMNI COUNCIL ELECTS THE CORPORATION'S PRESIDENT, VICE PRESIDENT, EXECUTIVE SECRETARY, LEGAL COUNSEL, TREASURER, AND CHAIR OF DIVERSITY, EQUITY, AND INCLUSION. THEY ALSO ELECT ANY REGIONAL DIRECTOR VACANCIES. FORM 990, PART VI, SECTION B, LINE 11B COLGATE UNIVERSITY MANAGEMENT WORKS TOGETHER WITH ITS TAX CONSULTANTS TO GATHER THE REQUIRED INFORMATION NECESSARY TO PREPARE A DRAFT OF THE 990. ONCE A DRAFT IS COMPLETED, IT IS THEN REVIEWED BY CERTAIN MEMBERS OF THE BOARD, MANAGEMENT, AND THE TAX CONSULTANTS. ONCE THE REVIEW IS COMPLETED AND EDITS ARE MADE, A COMPLETE COPY OF THE ORGANIZATION'S FINAL FORM 990 (INCLUDING ALL REQUIRED SCHEDULES), AS ULTIMATELY FILED WITH THE IRS, IS MADE AVAILABLE TO EACH PERSON WHO WAS A VOTING MEMBER OF THE GOVERNING BODY AT THE TIME THE FORM 990 WAS PROVIDED BEFORE ITS FILING WITH THE IRS. THE 990 IS THEN MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12 THE COLGATE UNIVERSITY ALUMNI CORPORATION DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY BUT FOLLOWS THE CONFLICT OF INTEREST POLICY OF COLGATE UNIVERSITY. IN ACCORDANCE WITH THE INSTRUCTIONS TO THE FORM 990, THE COLGATE UNIVERSITY ALUMNI CORPORATION MARKED "NO" TO PART VI, SECTION B, QUESTION 12A. FORM 990, PART VI, SECTION B, LINE 12C: EACH OFFICER AND BOARD MEMBER OF THE COLGATE UNIVERSITY ALUMNI CORPORATION IS REQUIRED TO DISCLOSE ANNUALLY, IN WRITING, (A) ANY FINANCIAL OR BUSINESS RELATIONSHIP THAT HE OR SHE, OR ANY FAMILY MEMBER, HAS WITH COLGATE UNIVERSITY OR ANY AFFILIATED ORGANIZATION OR (B) OTHER PERSONAL, FAMILY, FINANCIAL OR BUSINESS RELATIONSHIPS THAT OTHERWISE COULD BE CONSTRUED TO AFFECT THE INDEPENDENT, UNBIASED JUDGEMENT OF SUCH OFFICER OR BOARD MEMBER IN LIGHT OF HIS OR HER DECISION-MAKING AUTHORITY OR RESPONSIBLITIES FOR THE COLGATE UNIVERSITY ALUMNI CORPORATION. THE DISCLOSURE STATEMENTS ARE SUBMITTED TO THE COLGATE UNIVERSITY ACCOUNTING OFFICE FOR REVIEW. A REPORT IS MADE TO THE PRESIDENT OF THE ALUMNI CORPORATION OF ANY POSSIBLE CONFLICT OF INTEREST IDENTIFIED, FOR SUBSEQUENT DISCUSSION AND RESOLUTION BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 13: THE COLGATE UNIVERSITY ALUMNI CORPORATION DOES NOT HAVE A WRITTEN WHISTLEBLOWER POLICY BUT FOLLOWS THE WHISTLEBLOWER POLICY OF COLGATE UNIVERSITY. IN ACCORDANCE WITH THE INSTRUCTIONS TO THE FORM 990, THE COLGATE UNIVERSITY ALUMNI CORPORATION MARKED "NO" TO PART VI, SECTION B, QUESTION 13. FORM 990, PART VI, SECTION C, LINE 19 THE COLGATE UNIVERSITY ALUMNI CORPORATION DOES NOT HAVE STAND ALONE AUDITED FINANCIAL STATEMENTS, BUT IS INCLUDED IN COLGATE UNIVERSITY'S FINANCIAL REPORTING. THE COLGATE UNIVERSITY ALUMNI CORPORATION PROVIDES ACCESS TO, UPON REQUEST, ITS GOVERNING DOCUMENTS. COLGATE UNIVERSITY 13 OAK DRIVE HAMILTON NY 13346 150532078 EDUCATION NY 501(C)(3) LINE 2 N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 1