2020-05-15T09:15:23-05:00 2019-06-30 521853933 JONES MARESCA & MCQUADE PA 1401 MERCANTILE LANE SUITE 440 LARGO MD 20774 990 2018-07-01 521630673 UNIVERSITY OF MARYLAND ALUMNI ASSOCIATION UNIV 3014054678 SAMUEL RIGGS IV ALUMNI CENTER COLLEGE PARK MD 20742 PETER CANINE CHIEF OPERATING OFFICER AND CFO 3014054678 2020-05-15 1 DAVID JONES P01361002 3016366001 2020-05-15 64.88.174.3 2020-05-15 08:33:04 ED P 991F6C6DED7B46517071F43E4BED8E068BDFAF7E 3C3155FC485199F728C980AB5EC5DB38AD63B029 2018 2020-09-23 17:36:50Z PETER CANINE SAMUEL RIGGS IV ALUMNI CENTER COLLEGE PARK MD 20742 4201039 0 X HTTP://ALUMNI.UMD.EDU X 1989 MD TO SUPPORT AND PROMOTE THE UNIVERSITY IN ITS PURSUITS OF EXCELLENCE IN TEACHING, RESEARCH AND PUBLIC SERVICE AND TO FOSTER A SPIRIT OF LOYALTY, INVOLVEMENT AND LIFE-LONG COMMITMENT TO THE UNIVERSITY BY ITS ALUMNI. 33 33 36 0 721938 0 2017349 2265294 297599 189811 73662 75129 1436586 1447007 3825196 3977241 42000 48000 0 0 805643 768618 25162 52458 415855 3157021 3443549 4029826 4312625 -204630 -335384 13221930 12591020 9994007 9825740 3227923 2765280 X THE MISSION OF THE UNIVERSITY OF MARYLAND ALUMNI ASSOCIATION IS TO SUPPORT AND PROMOTE THE UNIVERSITY IN ITS PURSUITS OF EXCELLENCE IN TEACHING, RESEARCH AND PUBLIC SERVICE AND TO FOSTER A SPIRIT OF LOYALTY, INVOLVEMENT AND LIFE-LONG COMMITMENT TO THE UNIVERSITY BY ITS ALUMNI. 0 0 3033272 48000 189226 TO SUPPORT AND PROMOTE THE UNIVERSITY AND ITS PROGRAMS BY ENCOURAGING LIFELONG RELATIONSHIPS, RECOGNIZING ALUMNI ACHIEVEMENTS AND SUPPORTING RELATED PROGRAMS AND EVENTS. 24 STUDENTS RECEIVED SCHOLARSHIPS TOTALING $48,000. 3033272 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 36 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 0 0 0 0 0 MD X PETER CANINE 3014055444 THE SAMUEL RIGGS IV ALUMNI CENTER COLLEGE PARK MD 20742 X KIRK D BELL PRESIDENT 10.00 X X 0 0 0 WANDA A ALEXANDER IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 NICOLE R POLLARD PAST PRESIDENT 2.00 X X 0 0 0 JAMES G SPENCER PRESIDENT-ELECT 2.00 X X 0 0 0 AMY EICHHORST SECRETARY TREASURER/EXEC. DIR. 40.00 X X 0 0 0 WALLACE LOH UNIVERSITY PRESIDENT 5.00 X 0 0 0 JACKIE A LEWIS EX-OFFICIO MEMBER 2.00 X 0 0 0 CHRIS ADE MEMBER 2.00 X 0 0 0 DANIEL S ROCHKIND MEMBER 2.00 X 0 0 0 BRIAN MEENAGHAN MEMBER 2.00 X 0 0 0 GREG SCHAUB MEMBER 2.00 X 0 0 0 J LINDA WILLIAMS MEMBER 2.00 X 0 0 0 JANES L GIANGRANDE MEMBER 2.00 X 0 0 0 JEFFREY A RIVEST MEMBER 2.00 X 0 0 0 JOEL WILLCHER MEMBER 2.00 X 0 0 0 JUSTIN D ROSS MEMBER 2.00 X 0 0 0 RICHARD W PARSON JR MEMBER 2.00 X 0 0 0 MICHAEL J MELLOR MEMBER 2.00 X 0 0 0 SHEILA JONES MEMBER 2.00 X 0 0 0 TIANA D WYNN MEMBER 2.00 X 0 0 0 TODD HARRISON MEMBER 2.00 X 0 0 0 WANIKA FISHER MEMBER 2.00 X 0 0 0 EMILIE ROTTMAN REPRESENTATIVE 1.00 X 0 0 0 ILANA COHEN REPRESENTATIVE 1.00 X 0 0 0 LINDA BECK PIEPLOW REPRESENTATIVE 1.00 X 0 0 0 LIZ GOLDWASSER REPRESENTATIVE 1.00 X 0 0 0 TERESA A MCTIGUE REPRESENTATIVE 1.00 X 0 0 0 ALYSSA TODARO BROOKS REPRESENTATIVE 1.00 X 0 0 0 AMY FISCHER REPRESENTATIVE 1.00 X 0 0 0 CARLOS F ACOSTA REPRESENTATIVE 1.00 X 0 0 0 JOHN MASOUDPOUR REPRESENTATIVE 1.00 X 0 0 0 THOMAS MULLINEAUX REPRESENTATIVE 1.00 X 0 0 0 VICTORIA T WEAVER REPRESENTATIVE 1.00 X 0 0 0 PETER CANINE CHIEF OPERATING OFFICER & CFO 40.00 X 0 0 0 0 0 0 0 0 0 0 INTELLIFORM INC 2158 ELEVEN MILE ROAD BERKELEY MI 48072 PRINTING SERVICES 163443 ABLE BUILDING MAINTENANCE PO BOX 39000 SAN FRANSCISCO CA 94139 JANITORIAL AND BUILDING SERVICES 112933 2 536772 83295 1645227 2265294 ALUMNI CLUB REVENUE 900099 164636 164636 TRAVEL PROGRAM REVENUE 561520 24590 24590 LICENSE PLATE REVENUE 533110 435 435 ADVERTISING 541800 150 150 189811 31291 31291 351386 351386 770114 324458 0 0 770114 324458 1094572 373561 721011 203837 159999 43838 43838 43838 62628 83295 62628 0 1513 1171 342 342 MISCELLANEOUS 900099 707 707 707 3977241 562787 721938 427222 X 48000 48000 624988 367916 218409 38663 40627 23916 14198 2513 56460 33236 19731 3493 46543 27399 16265 2879 52458 52458 31398 31398 11980 11980 398463 141956 256507 137282 137282 408758 379173 29585 20849 20849 18161 18161 297530 264937 20672 11921 683088 608261 47459 27368 59929 59929 REGIONAL & INTERNATIONA 219793 219793 RENTAL EXPENSE 190978 190978 LOCAL & AFFILIATE CLUBS 189153 189153 CAMPUS RELATIONS 170635 170635 605552 509875 87604 8073 4312625 3033272 863498 415855 895536 925446 55901 47777 226731 79936 25195 22899 19098 19789 21168083 10901358 10869636 10266725 1129833 1228448 13221930 12591020 240409 164706 2868951 3029614 6037500 5635000 847147 996420 9994007 9825740 X 2273041 1775881 954882 989399 3227923 2765280 13221930 12591020 X -335384 22014 -149273 X 0 1 X 0 0 X 965470 1935539 1964623 2090383 2265294 9221309 965470 1935539 1964623 2090383 2265294 9221309 9221309 216969 1406215 1376352 1463543 1478883 5941962 707 707 15163978 959834 0.60810 0.62890 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 707. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18141469 8608585 9532884 3026614 2292773 733841 10266725 INTEREST RATE SWAP LIABILITY 996420 996420 X 5935295 22014 2022685 -86645 1958054 3977241 0 3977241 6397938 2022685 62628 2085313 4312625 0 4312625 PART X, LINE 2: THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ASSOCIATION RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS AND PENALTIES IN MANAGEMENT AND GENERAL EXPENSES ON THE STATEMENTS OF ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL FUNDRAISING EVENT EXPENSES 62,628. LOSS ON INTEREST RATE SWAP AGREEMENT -149,273. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL FUNDRAISING EVENT EXPENSES 62,628. X X X X X 1 POWERED BY PROFESSIONALS 1460 BROADWAY NEW YORK NY 10036 SPECIAL EVENT PLANNING 0 131423 52458 78965 131423 52458 78965 MD NY DINNER 131423 69758 61665 853 52458 500 7854 AWARDS GALA 14500 13537 963 963 145923 83295 62628 1816 52458 500 7854 62628 0 1 SCHOLARSHIPS 24 48000 PART I, LINE 2: SCHOLARSHIPS ARE MONITORED BY THE UNIVERSITY'S OFFICE OF STUDENT FINANCIAL AID. 0 0 0 0 0 0 0 0 0 FORM 990, PART VII: THE EXECUTIVE DIRECTOR WAS COMPENSATED $212,237 AND THE COO WAS COMPENSATED $46,761 COMPLETELY BY THE UNIVERSITY OF MARYLAND FOR SERVICES RENDERED TO THE ALUMNI ASSOCIATION. THE UNIVERSITY OF MARYLAND DOES NOT MEET THE CRITERIA FOR A RELATED ORGANIZATION BUT THE ALUMNI ASSOCIATION AND THE UNIVERSITY ARE INTERDEPENDENT ORGANIZATIONS. A MARYLAND ECONOMIC DEVELOPMENT CORPORATION 521376562 2003-08-19 11270000 FUND CONSTRUCTION OF RIGGS ALUMNI CENTER 0 1 0 A 11270000 255400 11044600 2005 0 0 0 0 A 0 0 0 0 0 0 0 A 1 1 0 0 0 1 A 1 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT IN CONSULTATION WITH THE PRESIDENT OF THE BOARD AND THE CHAIR OF THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD RECEIVES THE CONFLICT OF INTEREST POLICY AND A COVER LETTER FROM THE GENERAL COUNSEL IN THEIR FALL MEETING MATERIALS PACKET. THE ASSOCIATION COLLECTS A SIGNATURE FORM FROM EACH MEMBER AND KEEPS IT IN A FILE. ASSOCIATION EMPLOYEES DETERMINE IF ANY FORMS ARE MISSING, AND IF SO FOLLOW UP THROUGHOUT THE YEAR WITH A REMINDER LETTER, AS WELL AS REMINDERS AT EACH SUBSEQUENT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE EXECUTIVE DIRECTOR OF THE ALUMNI ASSOCIATION IS DETERMINED BY THE UNIVERSITY OF MARYLAND'S POLICIES AND PROCEDURES FOR COMPENSATION DETERMINATION. THE EXECUTIVE DIRECTOR OF THE ALUMNI ASSOCIATION IS PAID BY THE UNIVERSITY OF MARYLAND AND NOT BY THE ALUMNI ASSOCIATION. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY OF MARYLAND ALUMNI ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 24E UNIVERSITY & STUDENT SUPPORT: PROGRAM SERVICE EXPENSES 151,702. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 151,702. TRAVEL PROGRAM: PROGRAM SERVICE EXPENSES 123,960. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 123,960. CELEBRATION OF TERPS: PROGRAM SERVICE EXPENSES 110,467. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 110,467. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 59,467. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,467. ATHLETIC TOURNAMENTS & BOWLS: PROGRAM SERVICE EXPENSES 51,401. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,401. ALUMNI CLUBS: PROGRAM SERVICE EXPENSES 46,746. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,746. BAD DEBT EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 20,519. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,519. BOARD OF GOVERNORS: PROGRAM SERVICE EXPENSES 7,618. MANAGEMENT AND GENERAL EXPENSES 7,618. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,236. CLASS REUNION: PROGRAM SERVICE EXPENSES 13,925. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,925. BRICK CAMPAIGN: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 8,073. TOTAL EXPENSES 8,073. SPECIAL EVENTS: PROGRAM SERVICE EXPENSES 4,056. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,056. FORM 990, PART XI, LINE 9: LOSS ON INTEREST RATE SWAP AGREEMENT -149,273.