2026-02-02T16:16:42-06:00 2025-09-30 010723685 DERMODY BURKE & BROWN CPAS LLC 443 N FRANKLIN ST STE 100 SYRACUSE NY 132041441 990 2024-10-01 166038703 SYRACUSE HEALTH SCIENCE CENTER MEDICAL ALUMNI FOUNDATION INC SYRA 3154644362 750 E ADAMS STREET SETNOR 1510 SYRACUSE NY 13210 PAUL E NORCROSS EXECUTIVE DIRECTOR 3154644362 2026-01-29 1 0 TRAVIS C SMITH CPA P01526350 3154719171 2026-01-29 2024 2025-03-06 01:10:19Z PAUL E NORCROSS 750 E ADAMS STREET SETNOR 1510 SYRACUSE NY 13210 22520022 0 X WWW.UPSTATE.EDU/MEDALUMNI X 1959 NY THE MEDICAL ALUMNI FOUNDATION'S PURPOSE IS TO SUPPORT THE GOALS OF THE UPSTATE MEDICAL UNIVERSITY. 25 25 0 41 0 0 1426568 12394943 0 0 1999508 2761113 58898 34330 3484974 15190386 1550623 2528307 0 0 0 0 0 0 318453 1023873 1109261 2574496 3637568 910478 11552818 58221117 70521037 1306365 1850589 56914752 68670448 THE MEDICAL ALUMNI FOUNDATION'S PURPOSE IS TO SUPPORT THE GOALS OF THE STATE UNIVERSITY OF NEW YORK UPSTATE MEDICAL UNIVERSITY AND THE ALAN AND MARLENE NORTON COLLEGE OF MEDICINE, TO ENHANCE EXCELLENCE OF THE EDUCATIONAL ENVIRONMENT AND TO PROMOTE COLLEGIALITY AMONG ALUMNI. 0 0 2854099 2528307 34330 THE SYRACUSE HEALTH SCIENCE CENTER MEDICAL ALUMNI FOUNDATION, INC. (THE FOUNDATION) IS A NEW YORK STATE NONPROFIT CORPORATION ESTABLISHED TO RECEIVE AND ADMINISTER GIFTS AND BEQUESTS. THE MISSION OF THE FOUNDATION IS CARRIED OUT BY AWARDING SCHOLARSHIPS TO CURRENT AND PROSPECTIVE STUDENTS OF SUNY UPSTATE MEDICAL UNIVERSITY, GRANTING ENDOWMENTS AS WELL AS SUPPORTING ACTIVITIES AND STUDENT PROGRAMS THROUGH VARIOUS GIFTS AND CONTRIBUTIONS DONATED THROUGHOUT THE YEAR FOR THE BENEFIT OF SUNY UPSTATE MEDICAL UNIVERSITY. 2854099 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 NY X LAURA BEA LAMB 3154644361 750 EAST ADAMS ST SETNOR ACADEMIC SYRACUSE NY 13210 DENNIS D DALY BOARD MEMBER 1.00 X 0 0 0 GEORGE L STANLEY JR BOARD MEMBER 1.00 X 0 0 0 MANTOSH J DEWAN BOARD MEMBER 1.00 X 0 0 0 ROBERT H HILL III BOARD MEMBER 1.00 X 0 0 0 RICHARD M CANTOR BOARD MEMBER 1.00 X 0 0 0 DANIELLE A KATZ VICE PRESIDENT 1.00 X X 0 0 0 JAMES A TERZIAN SECRETARY 1.00 X X 0 0 0 RALPH L STEVENS BOARD MEMBER 1.00 X 0 0 0 K BRUCE SIMMONS BOARD MEMBER 1.00 X 0 0 0 CHARLES J RYAN III BOARD MEMBER 1.00 X 0 0 0 AMY L REYNDERS BOARD MEMBER 1.00 X 0 0 0 MARK S PERSKY BOARD MEMBER 1.00 X 0 0 0 PETER CHRISTIANO BOARD MEMBER 1.00 X 0 0 0 BARBARA CLAYTON-LUTZ BOARD MEMBER 1.00 X 0 0 0 BRUCE M LESLIE BOARD MEMBER 1.00 X 0 0 0 BARBARA JONES CONNOR TREASURER 1.00 X X 0 0 0 RUTH H HART BOARD MEMBER 1.00 X 0 0 0 DOUGLAS W HALLIDAY BOARD MEMBER 1.00 X 0 0 0 BRIAN J GAFFNEY BOARD MEMBER 1.00 X 0 0 0 MARK S ERLEBACHER BOARD MEMBER 1.00 X 0 0 0 BARBARA A MORISSEAU BOARD MEMBER 1.00 X 0 0 0 LARRY S CHARLAMB BOARD MEMBER 1.00 X 0 0 0 ROBERT A DRACKER PRESIDENT 1.00 X X 0 0 0 KIRSTEN P MAGOWAN BOARD MEMBER 1.00 X 0 0 0 SAMANTHA F JONES BOARD MEMBER 1.00 X 0 0 0 PAUL E NORCROSS EXECUTIVE DIRECTOR 40.00 X 0 123951 36116 0 123951 36116 0 0 0 0 0 2275 12392668 1814718 12394943 1018756 1018756 9071993 7329636 1742357 1742357 1742357 REUNIONS AND OTHER INCOME 900099 34330 34330 34330 15190386 34330 0 2761113 2528307 2528307 901 901 20500 20500 209848 209848 5002 5002 201704 123282 33997 44425 10294 4657 5637 4954 2754 2200 PERSONNEL EXPENSES 577429 133382 192359 251688 REUNION EXPENSES 67283 67283 EVENT EXPENSE 9501 9501 CAREER ADVANCEMENT 1845 1845 3637568 2854099 465016 318453 34784 125544 149837 243041 19456561 27944144 100890 70374 17412 17412 0 0 36909463 40458051 1569582 1679883 58221117 70521037 9584 20081 1296781 1830508 1306365 1850589 X 5681688 5735858 51233064 62934590 56914752 68670448 58221117 70521037 X 11552818 119137 83741 X X 0 1 X 1 0 X 2057958 1528028 1732757 1426568 12394943 19140254 2057958 1528028 1732757 1426568 12394943 19140254 5109790 14030464 592968 687599 814891 920396 1018756 4034610 3023 17891 3728 58898 34330 117870 23292734 0.60240 0.57590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53371094 1885561 2669488 1349966 -23784 334672 56265289 48533309 671007 5724790 1331333 -81000 307679 53371094 46690512 734214 2319554 894330 -1292 317933 48533309 28772415 23048305 -3702727 1193372 -51779 285888 46690512 24232757 1033091 4663603 925542 -42 231536 28772415 0.07180 0.80210 0.12610 0 0 17412 17412 0 0 SCHOLARSHIP PAYABLE 1830508 1830508 X 15328850 119137 145434 83741 348312 14980538 209848 209848 15190386 3573154 145434 145434 3427720 209848 209848 3637568 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES AS AN ORGANIZATION QUALIFIED UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, AND UNDER SIMILAR REQUIREMENTS OF NEW YORK STATE LAW, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE TAXES. MANAGEMENT IS UNAWARE OF ANY UNRELATED BUSINESS ACTIVITIES THAT MAY BE SUBJECT TO UNRELATED BUSINESS INCOME TAX OR ANY ACTIVITIES THAT WOULD JEOPARDIZE THE FOUNDATION'S EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN TRUST 83,741. 1 PEDIATRIC SERVICES GROUP LLP 750 EAST ADAMS STREET SYRACUSE NY 13210 156022121 93350 0 PROFESSORSHIP FOR THE BENEFIT OF SUNY UPSTATE MEDICAL UNIVERSITY, ITS FACULTY, AND STUDENTS. UNIVERSITY SURGICAL ASSOCIATES 750 EAST ADAMS STREET SUITE 8141 SYRACUSE NY 13210 166074527 141300 0 PROFESSORSHIP AND CHAIR SUPPORT FOR THE BENEFIT OF SUNY UPSTATE MEDICAL UNIVERSITY, ITS FACULTY, AND STUDENTS. SUNY UPSTATE MEDICAL UNIVERSITY 750 EAST ADAMS STREET SYRACUSE NY 13210 146013200 170(B)(1)(A)(IV) 2293657 0 SCHOLARSHIPS AND GRANTS FOR THE BENEFIT OF SUNY UPSTATE MEDICAL UNIVERSITY, ITS FACULTY, AND STUDENTS. 1 2 PART I, LINE 2: THE ORGANIZATION HOLDS AN EXECUTIVE/FINANCE COMMITTEE MEETING WHERE THE COMMITTEE REVIEWS THE AVAILABLE DOLLARS TO DISTRIBUTE EACH YEAR. THE BOARD PROVIDES THE COMMITTEE WITH A BUDGET INCLUDING ALLOTMENTS FOR EACH FUND. THE COMMITTEE THEN REVIEWS AND APPROVES EACH FUND ALLOTMENT FOR THAT YEAR. ONCE THE SCHOLARSHIP ALLOTMENT IS APPROVED BY THE COMMITTEE, IT IS REPORTED TO THE ENTIRE BOARD OF DIRECTORS AT THE NEXT MEETING AND THE FUNDS ARE DISTRIBUTED PERIODICALLY THROUGHOUT THE YEAR. X 8 1784402 FMV AT TIME OF DONATION X SOFTWARE EXPENSE 1 23837 FMV AT TIME OF DONAT X OFFICE SUPPLIES 1 6479 FMV AT TIME OF DONAT 0 0 1 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF TRANSACTIONS THAT OCCURED DURING THE YEAR. PART I, LINE 32B: THE FOUNDATION USES AN INVESTMENT BROKER TO SELL ANY DONATED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S EXECUTIVE DIRECTOR COMPARES FORM 990 TO THE FINANCIAL STATEMENTS AND REVIEWS FOR ACCURACY. A DRAFT IS THEN SENT TO THE BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C EVERY VOTING MEMBER OF THE CORPORATION MUST SIGN A STATEMENT ANNUALLY WHICH AFFIRMS THAT HE/SHE HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTAND THE POLICY, AND HAS AGREED TO COMPLY WITH THIS POLICY. SHOULD A CONFLICT OF INTEREST ARISE THAT SHOULD BE ADDRESSED, THE CONFLICT WILL BE MONITORED DURING THE COURSE OF BOARD MEETINGS AND WOULD BE REFLECTED IN BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR STAFF IS REGULATED BY NEW YORK STATE AND THE SUNY RESEARCH FOUNDATION. GUIDELINES FOR RAISES ARE PROVIDED TO THE FOUNDATION BY THESE ENTITIES EACH YEAR AND ARE TYPICALLY COST OF LIVING ADJUSTMENTS OR MERIT INCREASES. THE EXECUTIVE DIRECTOR PROVIDES THIS INFORMATION TO THE FINANCE COMMITTEE WHO REVIEWS THESE GUIDELINES AND PRESENTS THE COMPENSATION RECOMMENDATION TO THE FULL BOARD. ONCE APPROVED BY THE FULL BOARD THE SALARIES MUST BE APPROVED BY NEW YORK STATE OR THE SUNY RESEARCH FOUNDATION BEFORE BECOMING EFFECTIVE FOR STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN TRUST 83,741. FORM 990, PART XII, LINE 2C THE FOUNDATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT DURING THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.