2026-04-27T09:30:06-05:00 2025-08-31 161092347 MENGEL METZGER BARR & CO LLP 11 BRITISH AMERICAN BLVD LATHAM NY 12110 990 2024-09-01 146032452 ALUMNI ASSOCIATION OF THE UNIVERSITY OF NEW YORK AT ALBANY INC ALUM 5184423080 1400 WASHINGTON AVENUE ALBANY NY 12222 LEE SERRAVILLO EXECUTIVE DIRECTOR 5184423080 2026-03-10 1 1 CHRISTOPHER J HEALY CPA P02180941 5187850134 2024 2025-03-06 01:10:19Z LEE SERRAVILLO 1400 WASHINGTON AVENUE ALBANY NY 12222 1160919 0 X WWW.ALBANY.EDU/ALUMNI X 1965 NY THE ALUMNI ASSOCIATION OF THE STATE UNIVERSITY OF NEW YORK AT ALBANY,INC. IS AN ALUMNI ASSOCIATION WHICH WORKS ACTIVELY AND EFFECTIVELY TO ADVANCE THE INTEREST OF THE STATE UNIVERSITY OF NEW YORK AT ALBANY, ITS FACULTY, STUDENTS AND ALUMNI. 34 34 5 3000 0 0 58765 45485 665830 1038045 68128 77389 0 0 792723 1160919 17420 417450 0 0 404552 443304 0 0 0 413828 558639 835800 1419393 -43077 -258474 3328599 3326096 460186 489149 2868413 2836947 X TO FOSTER A MUTUALLY BENEFICIAL RELATIONSHIP BETWEEN THE UNIVERSITY AND ITS ALUMNI, TO PERPETUATE A SENSE OF PRIDE IN AND COMMITMENT TO THE OUTSTANDING QUALITIES OF THE UNIVERSITY AND THE EDUCATION IT PROVIDES, AND TO PROMOTE IN PARTNERSHIP A POSITIVE IMAGE OF THE UNIVERSITY AND ITS ALUMNI THROUGH COMMUNICATION, SERVICE AND LEADERSHIP. 0 0 1214809 417450 1038045 VARIOUS PROJECT AND FUNCTIONS ESTABLISHED TO PROMOTE THE UNIVERSITY AND ITS ALUMNI. 12,666 UNDERGRADUATES AND 4,894 GRADUATE STUDENTS SERVED IN THE FISCAL YEAR. 1214809 1 0 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X LEE SERRAVILLO 5184423080 1400 WASHINGTON AVENUE ALBANY NY 12222 JESSICA GUNSCH '06 BOARD MEMBER 1.00 X 0 0 0 TABIA ROBINSON '16 BOARD MEMBER 1.00 X 0 0 0 JENNIFER MANNER '86 BOARD MEMBER 1.00 X 0 0 0 ADAM BLOCK '98 '02 BOARD MEMBER 1.00 X 0 0 0 BRYAN KANE '08 BOARD MEMBER 1.00 X 0 0 0 WILLIAM P ROBELEE '64 '66 '78 '87 BOARD MEMBER 1.00 X 0 0 0 DR HAVIDAN RODRIGUEZ BOARD MEMBER 1.00 X 0 0 0 FARDIN SANAI BOARD MEMBER 1.00 X 0 0 0 BENJAMIN SPEAR '10 '12 BOARD MEMBER 1.00 X 0 0 0 ADRIEL DOUGLAS '08'10 BOARD MEMBER 1.00 X 0 0 0 EUGENE FENNELL '81 BOARD MEMBER 1.00 X 0 0 0 LAUREN VALENTINE '10 BOARD MEMBER 1.00 X 0 0 0 MATTHEW CURRAN '13 BOARD MEMBER 1.00 X 0 0 0 DEBORAH M STEWART '99 BOARD MEMBER 1.00 X 0 0 0 ZAINUB AMIR 17 BOARD MEMBER 1.00 X 0 0 0 JULIE GONDAR ESQ '11 BOARD MEMBER 1.00 X 0 0 0 STEPHEN SOUCY '91 BOARD MEMBER 1.00 X 0 0 0 JONATHAN P JONES '05 '06 BOARD MEMBER 1.00 X 0 0 0 KIMBERLEIGH A PHELAN '89 '15 BOARD MEMBER 1.00 X 0 0 0 GINA VALENTINO '14 BOARD MEMBER 1.00 X 0 0 0 JOHN KNIGHT '09 BOARD MEMBER 1.00 X 0 0 0 DAFNEY AMILCAR-RODRIGUEZ '00 '03 BOARD MEMBER 1.00 X 0 0 0 CASSANDRA EDWARDS '17 '18 BOARD MEMBER 1.00 X 0 0 0 DAVID GALIN '10 BOARD MEMBER 1.00 X 0 0 0 BOB LAZAR '77 BOARD MEMBER 1.00 X 0 0 0 MARY MOLLER '03 '09 BOARD MEMBER 1.00 X 0 0 0 EMILY O'HALLORAN '20 BOARD MEMBER 1.00 X 0 0 0 SUSAN TREPETA '82 BOARD MEMBER 1.00 X 0 0 0 BOB WISHNOFF '75 '77 BOARD MEMBER 1.00 X 0 0 0 STEFANOS J MARCOPOULOS '07'08 IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 JOSEPH BONILLA '11 PRESIDENT 1.00 X X 0 0 0 NIC RANGEL ESQ '06 '11 SECRETARY 1.00 X X 0 0 0 JAMES FOWLER '09 TREASURER 1.00 X X 0 0 0 JOHN JENKINS '91 VICE PRESIDENT 1.00 X X 0 0 0 LEE F SERRAVILLO JR EXECUTIVE DIRECTOR 37.50 X 238399 0 66495 238399 0 66495 1 0 1 0 0 45485 45485 STUDENT FEES 813410 887402 887402 PROGRAM ACTIVITIES 813410 146084 146084 CONFERENCE CENTER 813410 4559 4559 1038045 77389 77389 1160919 1038045 0 77389 417300 417300 150 150 328485 246364 82121 56448 42336 14112 4187 3140 1047 33513 25135 8378 20671 15503 5168 14500 9715 4785 12099 12099 53443 53443 29684 22263 7421 7843 7843 STUDENT AND ALUMNI PROG 117742 117742 HOMECOMING AND REUNIONS 113696 113696 REGIONAL OUTREACH SERVI 96937 64948 31989 BOARD AND COUNCIL 49047 36785 12262 63648 46289 17359 1419393 1214809 204584 0 167405 235000 15225 16143 1200 975 26798 73035 156013 143664 20192 12349 3097274 2988594 505 0 3328599 3326096 124650 149603 183671 189856 151865 149690 460186 489149 X 2690963 2814730 177450 22217 2868413 2836947 3328599 3326096 -258474 227008 0 X X 0 1 X 1 0 X X 2 STATE UNIVERSITY OF ALBANY 147400260 5 1 17300 0 THE UNIVERSITY AT ALBANY FOUNDATION 141503972 5 1 400000 0 2 417300 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 X PART IV, SECTION E, LINE 1C: THE ALUMNI ASSOCIATION SERVES AS THE LIAISON BETWEEN THE SUPPORTED ORGANIZATION (UNIVERSITY) AND ITS ALUMNI IN ORDER TO FOSTER AND MAINTAIN CLOSE AND MUTUALLY BENEFICIAL TIES. THE ALUMNI ASSOCIATION: - IS A PARTNER IN THE RECRUITMENT OF STUDENTS AND IN CAREER PLACEMENT OF GRADUATING STUDENTS; - STIMULATES THE INTEREST OF THE ALUMNI AND COMMUNITY IN THE SUPPORTED ORGANIZATION; - PROGRAMMING IN SUPPORT OF ALUMNI, INCLUDING ORGANIZING ON AND OFF CAMPUS EVENTS SUCH AS REUNIONS AND HOMECOMING ACTIVITIES, TRAVEL OPPORTUNITIES, NETWORKING, PRINTED AND ELECTRONIC COMMUNICATIONS, ETC.; - HELPS EXTEND THE REPUTATION AND INFLUENCE OF THE SUPPORTED ORGANIZATION; AND - ASSISTS IN AND SUPPORTS THE ACTIVITIES OF THE CAMPUS IN FUNDRAISING AS DIRECTED BY THE CAMPUS WHICH WILL ADVANCE THE GOALS AND OBJECTIVES OF THE SUPPORTED ORGANIZATION. 29001 25773 3228 29001 29001 29001 29001 29001 29001 29001 29001 1.00000 0 0 40656 35133 5523 115357 108531 6826 12349 DUE TO CLASS GROUPS AND OTHERS 149690 149690 X 1875528 227008 126000 373700 726708 1148820 12099 12099 1160919 1906994 126000 373700 499700 1407294 12099 12099 1419393 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES AS A NOT-FOR-PROFIT CORPORATION UNDER TAX SECTION 501(C)(3) AS DETERMINED BY THE INTERNAL REVENUE CODE. THE ASSOCIATION QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. UNDER FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION (ASC) SECTION 740, THE TAX STATUS OF TAX-EXEMPT ENTITIES IS AN UNCERTAIN TAX POSITION, SINCE EVENTS COULD POTENTIALLY OCCUR THAT JEOPARDIZE TAX-EXEMPT STATUS. THE ASSOCIATION'S MANAGEMENT IS NOT AWARE OF ANY EVENTS THAT COULD JEOPARDIZE TAX EXEMPT STATUS. THEREFORE, NO LIABILITY OR PROVISION FOR INCOME TAX HAS BEEN REFLECTED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNIVERSITY SALARY SUPPORT NETTED WITH UNIVERSITY SUPPORT REVENUE 373,700. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNIVERSITY SALARY SUPPORT NETTED WITH UNIVERSITY SUPPORT REVENUE 373,700. 1 SUNY ALBANY 1400 WASHINGTON AVENUE ALBANY NY 12222 147400260 501(C)(3) 17300 0 UNIVERSITY SUPPORT THE UNIVERISTY AT ALBANY FOUNDATION 1400 WASHINGTON AVENUE ALBANY NY 12222 141503972 501(C)(3) 400000 0 FOUNDATION SUPPORT 2 0 SCHOLARSHIPS TO STUDENTS 1 150 PART I, LINE 2: ALL SUPPORT TO UALBANY DEPARTMENTS IS ONLY PROVIDED AFTER RECEIPT OF A WRITTEN, DETAILED APPLICATION THAT OUTLINES THE GOALS OF THE PROGRAM, EXPECTED OUTCOMES AND OVERALL BUDGET. SECONDLY, AT THE COMPLETION OF THE PROGRAM, THE RECIPIENT OF FUNDS MUST PROVIDE FOLLOW UP WITH PROOF OF RECOGNITION OF THE ASSOCIATION, PHOTOS OF THE EVENT AND A COMPLETE INVITE LIST. SCHOLARSHIP FUNDS ARE PROVIDED THROUGH AND WITH OVERSIGHT FROM THE UALBANY ACCOUNTS OFFICE TO ENSURE THE STUDENT IS ENROLLED IN GOOD STANDING AND MEET ALL ELIGIBILITY REQUIREMENTS. IF FOR ANY REASON THOSE STANDARDS ARE NOT MET, THE FUNDS ARE RETURNED TO THE ASSOCIATION. X 0 0 0 0 0 0 0 0 0 LEE F SERRAVILLO JR EXECUTIVE DIRECTOR 238399 0 0 0 0 0 25047 0 41448 0 304894 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE BOARD PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DISTRIBUTES THE CONFLICT OF INTEREST POLICY AND REVIEWS IT ANNUALLY AT OUR FALL BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS MAKE ALL DECISIONS REGARDING EXECUTIVE DIRECTOR COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE OVERSEES THE FINANCIAL STATEMENT AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR. THERE HAS BEEN NO CHANGE FROM PRIOR YEAR. SUNY BENEVOLENT ASSOCIATION 1400 WASHINGTON AVENUE ALBANY NY 12222 141430389 RECEIVES AND ADMINISTERS FUNDS IN CONNECTION WITH SUNY ALBANY NY 501(C)(3) LINE 12D, III-O N/A 0 SUNY ALBANY 1400 WASHINGTON AVENUE ALBANY NY 12222 147400260 PROVIDES EDUCATION AND OTHER SERVICES TO STUDENTS AND COMMUNITIES NY 501(C)(3) N/A 0 THE UNIVERSITY AT ALBANY FOUNDATION 1400 WASHINGTON AVENUE ALBANY NY 12222 141503972 SUPPORT AND PROMOTE THE ACTIVITIES AND PROGRAMS OF THE UNIVERSITY AT ALBANY NY 501(C)(3) LINE 12D, III-O N/A 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 STATE UNIVERSITY OF NEW YORK AT ALBANY C 40000 FMV STATE UNIVERSITY OF NEW YORK AT ALBANY C 373700 COST OF SERVICES STATE UNIVERSITY OF NEW YORK AT ALBANY K 126000 IN KIND FMV STATE UNIVERSITY OF NEW YORK AT ALBANY S 5485 IN KIND FMV THE UNIVERSITY AT ALBANY FOUNDATION B 400000 COST