2025-05-14T14:32:29-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2001 16TH STREET SUITE 1700 DENVER CO 80202 990 2023-07-01 346556011 UNIVERSITY OF TOLEDO ALUMNI ASSOCIATION UNIV 4195302586 4510 DORR STREET TOLEDO OH 43615 ROBERT BRADLEY TREASURER 4195302586 2025-05-13 1 1 BECKY DETTMANN CPA P01408585 3037795710 2025-05-13 2023 2025-03-06 01:10:19Z ROBERT BRADLEY 405 MADISON AVE TOLEDO OH 43604 1469371 0 X WWW.TOLEDOALUMNI.ORG X 2003 OH TO ENGAGE AND CONNECT ALUMNI, STUDENTS AND FRIENDS WITH THE UNIVERSITY. 27 27 0 175 0 0 206440 188962 197316 134274 62989 61496 13006 31119 479751 415851 56805 1040739 0 0 0 0 0 0 0 531404 435624 588209 1476363 -108458 -1060512 1894508 966788 110886 111852 1783622 854936 SUPPORTING THE UNIVERSITY OF TOLEDO BY FOSTERING A SPIRIT OF LOYALTY AMONG ITS ALUMNI. 0 0 1391068 1000000 134274 KEEPING ALUMNI INFORMED ABOUT THE UNIVERSITY AND ITS ALUMNI, FOSTERING ACTIVE INTEREST AND INVOLVEMENT OF ALUMNI IN UNIVERSITY AFFAIRS, PROVIDE ALUMNI AS A RESOURCE TO BENEFIT THE UNIVERSITY, AND INCREASE THE SENSE OF PRIDE ALUMNI HAVE IN THE UNIVERSITY OF TOLEDO. 40739 40739 0 AMOUNTS CONTRIBUTED TO THE UNIVERSITY OF TOLEDO FOUNDATION FOR SCHOLARSHIPS TO BE AWARDED. 1431807 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X WILLIAM PIERCE 4195302586 4510 DORR ST MS 830 TOLEDO OH 43615 WILLIAM PIERCE EXECUTIVE DIRECTOR 30.00 X 199007 0 38534 JEFF WILLIAMS PRESIDENT 3.00 X X 0 0 0 ANDRE SWINERTON FIRST VICE PRESIDENT 3.00 X X 0 0 0 MATTHEW MCCLURE SECOND VICE PRESIDENT 3.00 X X 0 0 0 DAVID DMYTRYKA TREASURER 3.00 X X 0 0 0 JANA GESSNER SECRETARY 3.00 X X 0 0 0 PETE DAVIS PAST PRESIDENT 3.00 X X 0 0 0 BRET BABCOCK TRUSTEE 3.00 X 0 0 0 MICHAEL BADER TRUSTEE 3.00 X 0 0 0 ANTHONY BASSETT TRUSTEE 3.00 X 0 0 0 ROBERT BRADLEY TRUSTEE 3.00 X 0 0 0 DR KIM CAMPBELL TRUSTEE 3.00 X 0 0 0 NANCY COLLINS TRUSTEE 3.00 X 0 0 0 GEORGE GHAREEB TRUSTEE 3.00 X 0 0 0 CRYSTAL GLAMBIN TRUSTEE 3.00 X 0 0 0 DR MARTINO HARMON TRUSTEE 3.00 X 0 0 0 DR ANGELO IACHINI TRUSTEE 3.00 X 0 0 0 DAVID LANGENDORFER TRUSTEE 3.00 X 0 0 0 SHEREE MADISON-EMERY TRUSTEE 3.00 X 0 0 0 EVELYN MCKINNEY TRUSTEE 3.00 X 0 0 0 DR PATRICIA METTING TRUSTEE 3.00 X 0 0 0 MICHAEL MIKKONEN TRUSTEE 3.00 X 0 0 0 MATTHEW MILLER TRUSTEE 3.00 X 0 0 0 DR MOHAMAD MOUSSA TRUSTEE 3.00 X 0 0 0 NICHOLAS SANTILLI TRUSTEE 3.00 X 0 0 0 TANNER SCHULTZ TRUSTEE 3.00 X 0 0 0 CAROL THOMAS TRUSTEE 3.00 X 0 0 0 BRANDON TUCKER TRUSTEE 3.00 X 0 0 0 199007 0 38534 0 0 1 1 0 59065 9150 70000 50747 6150 188962 TICKET SALES 611710 77094 77094 ALUMNI EVENTS 611710 28337 28337 CHAPTER EVENTS 611710 13596 13596 HOMECOMING 611710 11952 11952 BOWL GAMES 611710 3295 3295 134274 33657 33657 36387 36387 1025541 32500 999508 30694 26033 1806 27839 27839 18050 9150 23318 -5268 -5268 415851 134274 0 92615 1040739 1040739 19015 19015 25541 25541 13416 13416 52435 52435 2400 2400 19219 19219 5542 5542 AFFILIATE EVENTS 105086 105086 ALUMNI EVENTS 65110 65110 HOMECOMING EXPENSES 49455 49455 CHAPTER EVENTS 48674 48674 29731 29731 1476363 1431807 44556 0 154891 126455 75489 2021 12148 2700 44923 38475 0 30694 1025240 776177 519742 31381 20960 1894508 966788 31860 26377 54451 68987 24575 16488 110886 111852 X 1783622 854936 1783622 854936 1894508 966788 -1060512 131826 0 X X 0 1 X 1 0 X 145231 126982 231619 206440 188962 899234 145231 126982 231619 206440 188962 899234 899234 188218 421228 32731 38325 70044 750546 1648 3280 4928 1654708 675797 0.54340 0.49090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OPERATING LEASE RIGHT-OF-USE LIABILITY 16488 16488 X 1694211 131826 1148757 23318 1303901 390310 25541 25541 415851 2622897 1148757 23318 1172075 1450822 25541 25541 1476363 PART X, LINE 2: THE ASSOCIATION IS INCORPORATED UNDER THE LAWS OF THE STATE OF OHIO AS A NONPROFIT CORPORATION AND EXEMPT FROM STATE AND LOCAL INCOME TAXES. THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ASSOCIATION IS A TAX-EXEMPT ORGANIZATION AS DEFINED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT HAS CONCLUDED THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 23,318. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 23,318. ART ON THE MALL 27200 9150 18050 5840 2617 1000 13861 27200 9150 18050 5840 2617 1000 13861 23318 -5268 1 UNIVERSITY OF TOLEDO FOUNDATION DRISCOLL CENTER 4510 DORR ST MS 820 TOLEDO OH 43615 346555110 501(C)3 1040739 0 N/A N/A TO FUND FOR SCHOLARSHIPS AND A CONTRIBUTION TO THE ALUMNI ENGAGEMENT ENDOWMENT FUND 1 0 PART I, LINE 2: THE ALUMNI ASSOCIATION RECEIVES AN E-MAIL CONFIRMATION FROM THE UNIVERSITY OF TOLEDO REGARDING THE STUDENTS WHO RECEIVE THE SCHOLARSHIPS. 0 0 0 0 0 0 0 0 0 WILLIAM PIERCE EXECUTIVE DIRECTOR 181747 0 0 0 17260 0 13997 0 24537 0 237541 0 0 0 PART I, LINE 3 ANNUALLY, THE UNIVERSITY OF TOLEDO FOUNDATION, AN UNRELATED ORGANIZATION, WILL REVIEW THE COMPONENTS OF THE COMPENSATION PROGRAM AND RECOMMEND EVERY THREE TO FIVE YEARS, THE COMMITTEE WILL ENGAGE A PROFESSIONAL SERVICE ENSURE THAT IT IS COMPETITIVE. THE COMMITTEE CONSIDERS ALL APPLICABLE AND THE COMPENSATION COMMITTEE OF THE UTF BOARD OF DIRECTORS ("COMMITTEE") PROGRAM MODIFICATIONS AS APPROPRIATE TO THE EXECUTIVE COMMITTEE OF UTF. FIRM TO PERFORM A COMPLETE REVIEW OF THE TOTAL COMPENSATION STRUCTURE TO FACTORS WHEN DETERMINING MARKET COMPARATORS, INCLUDING A NATIONAL, REGIONAL AND/OR LOCAL PEER GROUP OF ORGANIZATIONS COMPARABLE TO UTF IN SIZE (I.E., NET REVENUES, FTES, BUDGET AND ASSETS UNDER MANAGEMENT) AND COMPLEXITY TO DETERMINE THE MARKET VALUES OF THE POSITIONS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE INCLUDES THE BOARD PRESIDENT, FIRST VICE PRESIDENT, SECOND VICE PRESIDENT, SECRETARY, TREASURER AND IMMEDIATE PAST PRESIDENT, ALL OF WHOM ARE MEMBERS OF THE GOVERNING BODY. DURING INTERVALS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY TO TRANSACT THE GENERAL BUSINESS OF THE ASSOCIATION SUBJECT TO REVIEW BY THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE MEETS PRIOR TO EVERY MEETING OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 6 THE UNIVERSITY OF TOLEDO ALUMNI ASSOCIATION IS A DUES-PAYING ORGANIZATION OPEN TO ALL GRADUATES OF THE UNIVERSITY OF TOLEDO, THE MEDICAL COLLEGE OF OHIO, THE MEDICAL COLLEGE OF OHIO AT TOLEDO AND THE MEDICAL UNIVERSITY OF OHIO. ANYONE WHO HAS MATRICULATED THROUGH A CONSORTIUM PROGRAM AT ANY OF THESE ORGANIZATIONS SHALL BE ELIGIBLE TO BE ACTIVE MEMBERS. INDIVIDUALS COMPLETING 24 SEMESTER HOURS OR 36 QUARTER HOURS, AND CURRENT UT FACULTY STAFF MAY JOIN AS ASSOCIATE MEMBERS. HONORARY MEMBERSHIP IN THE ASSOCIATION MAY BE NOMINATED BY ANY MEMBER OF THE BOARD OF TRUSTEES AND APPROVED BY A TWO-THIRDS VOTE OF THE WHOLE BOARD OF TRUSTEES. ACTIVE MEMBERS IN GOOD STANDING SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO THE FULL MEMBERSHIP. ASSOCIATE AND HONORARY MEMBERS DO NOT HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A NOMINATIONS FOR ANY OFFICE, OR FOR THE BOARD, OTHER THAN THOSE MADE BY THE NOMINATING COMMITTEE OF THE BOARD, SHALL BE MADE BY A PETITION SIGNED BY AT LEAST FIFTY REGULAR MEMBERS IN GOOD STANDING AND FILED WITH THE SECRETARY NOT LESS THAN THIRTY (30) DAYS PRIOR TO THE ANNUAL MEETING. ADDITIONALLY, THE BYLAWS PROVIDE THAT AFFILIATE GROUPS OF THE ASSOCIATION ARE EMPOWERED, ON A ROTATING BASIS, TO APPOINT AFFILIATE REPRESENTATIVES TO THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B SPECIAL MEETINGS OF THE MEMBERSHIP OF THE ASSOCIATION MAY BE CALLED TO CONSIDER ANY SPECIAL ITEMS REQUIRING A VOTE INCLUDING AMENDMENTS TO THIS CONSTITUTION BY A RESOLUTION ADOPTED BY THE BOARD OF TRUSTEES OR BY A PETITION SIGNED BY FIFTY MEMBERS IN GOOD STANDING. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS PRESENTED TO THE ASSOCIATION'S FINANCE COMMITTEE, EXECUTIVE COMMITTEE AND THE GOVERNING BOARD FOR REVIEW AND APPROVAL BEFORE THE FORM 990 IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY DURING THEIR TERM OF SERVICE. ANY CONFLICTS WILL BE BROUGHT UP TO THE EXECUTIVE COMMITTEE AND RESOLVED BY THE EXECUTIVE COMMITTEE. IF A CONFLICT IS DETERMINED TO EXIST FOR AN INDIVIDUAL, THEN THAT INDIVIDUAL WILL NOT BE ALLOWED TO VOTE OR HAVE INPUT ON THE TOPIC OF THE CONFLICT. ALL MATTERS, INCLUDING CONFLICTS, WOULD BE DOCUMENTED IN THE OFFICIAL MINUTES OF THE BOARD AND EXECUTIVE COMMITTEE MEETINGS. ANY BOARD MEMBER ABSTAINING WOULD BE DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 15 MANAGEMENT IS PROVIDED BY THE EMPLOYEES OF THE UNIVERSITY OF TOLEDO AND THE UNIVERSITY OF TOLEDO FOUNDATION. COMPENSATION FOR THOSE INDIVIDUALS IS SUBJECT TO THE REVIEW AND APPROVAL PROCESS OF THOSE INSTITUTIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT 4510 DORR STREET, TOLEDO, OHIO FROM 9:00 AM - 5:00 PM MONDAY THROUGH FRIDAY. FORM 990, PART XIII, LINE 2C: NO CHANGES TO THE AUDIT OVERSIGHT PROCESS OR THE SELECTION OF THE INDEPENDENT ACCOUNTANT FROM PRIOR YEAR.