Civic Intelligence

Alumni Fund Alumni Asso College of Medicine Suny Health Science Ctr

990 • Fiscal year 2023 • EIN 11-6017810

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 15, 2024

Organization ProfileDOWNSTATE.EDU/ALUMNI
450 Clarkson Ave Msc 1204Brooklyn, NY 11203

(718) 270-2075

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2023 filings • NTEE B • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

10th percentile

0.01x

Higher debt load relative to revenue than 10% of similar nonprofits.

2023 filings • NTEE B • $10M-$25M nonprofits • Source year 2023

Net Margin

72nd percentile

12%

Higher net margin than 72% of similar nonprofits.

2023 filings • NTEE B • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • NTEE B • $10M-$25M nonprofits • Source year 2023

Asset Growth

58th percentile

9.3%

Faster asset growth than 58% of similar nonprofits.

2023 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

7.5%

Faster revenue growth than 56% of similar nonprofits.

2023 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$19,398,869

Up $1,645,760 (+9.3%) from 2022

Net Assets

Up

$19,382,474

Up $1,714,443 (+9.7%) from 2022

Liabilities

Down

$16,395

Down $68,683 (-81%) from 2022

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin72nd percentile

Revenue

Up

$1,315,285

Up $91,373 (+7.5%) from 2022

Expenses

Up

$1,156,271

Up $286,660 (+33%) from 2022

Net Income

Down

$159,014

Down $195,287 (-55%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2012: $13,854,493Liabilities 2012: $12,082Net Assets 2012: $13,842,4112012Assets 2013: $15,254,429Liabilities 2013: $49,358Net Assets 2013: $15,205,0712013Assets 2014: $15,996,861Liabilities 2014: $16,839Net Assets 2014: $15,980,0222014Assets 2015: $15,147,010Liabilities 2015: $14,883Net Assets 2015: $15,132,1272015Assets 2016: $15,546,633Liabilities 2016: $16,562Net Assets 2016: $15,530,0712016Assets 2017: $16,926,505Liabilities 2017: $15,428Net Assets 2017: $16,911,0772017Assets 2018: $15,335,902Liabilities 2018: $13,862Net Assets 2018: $15,322,0402018Assets 2019: $17,588,032Liabilities 2019: $131,633Net Assets 2019: $17,456,3992019Assets 2020: $19,205,233Liabilities 2020: $122,935Net Assets 2020: $19,082,2982020Assets 2021: $20,771,327Liabilities 2021: $127,314Net Assets 2021: $20,644,0132021Assets 2022: $17,753,109Liabilities 2022: $85,078Net Assets 2022: $17,668,0312022Assets 2023: $19,398,869Liabilities 2023: $16,395Net Assets 2023: $19,382,4742023Assets 2024: $20,779,666Liabilities 2024: $74,828Net Assets 2024: $20,704,8382024

Highlighted filing

2023

Assets$19,398,869
Liabilities$16,395
Net Assets$19,382,474
Open 2023 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2012: $230,025Expenses 2012: $342,817Net Income 2012: -$112,7922012Revenue 2013: $739,721Expenses 2013: $938,693Net Income 2013: -$198,9722013Revenue 2014: $1,032,711Expenses 2014: $941,532Net Income 2014: $91,1792014Revenue 2015: $587,702Expenses 2015: $1,052,911Net Income 2015: -$465,2092015Revenue 2016: $682,769Expenses 2016: $1,125,352Net Income 2016: -$442,5832016Revenue 2017: $1,281,899Expenses 2017: $962,165Net Income 2017: $319,7342017Revenue 2018: $987,246Expenses 2018: $1,202,666Net Income 2018: -$215,4202018Revenue 2019: $1,055,337Expenses 2019: $1,005,310Net Income 2019: $50,0272019Revenue 2020: $1,346,260Expenses 2020: $1,024,069Net Income 2020: $322,1912020Revenue 2021: $1,407,555Expenses 2021: $910,128Net Income 2021: $497,4272021Revenue 2022: $1,223,912Expenses 2022: $869,611Net Income 2022: $354,3012022Revenue 2023: $1,315,285Expenses 2023: $1,156,271Net Income 2023: $159,0142023Revenue 2024: $1,511,719Expenses 2024: $1,043,303Net Income 2024: $468,4162024

Highlighted filing

2023

Revenue$1,315,285
Expenses$1,156,271
Net Income$159,014
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 15, 2024
Return Version
2023v5.0
Gross Receipts
$4,602,820
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,860,295$13,976,639▲ $1,116,344
Cash and Non-Interest-Bearing Accounts$234,934$369,266▲ $134,332
Accounts Receivable-$11,221-
Total Assets$17,753,109$19,398,869▲ $1,645,760
Other Assets Total$4,657,880$5,041,743▲ $383,863
Liabilities
Grants Payable$66,875--
Accounts Payable and Accrued Expenses$18,203$16,395▼ $1,808
Total Liabilities$85,078$16,395▼ $68,683
Net Assets / Fund Balance
Net Assets With Donor Restrictions$16,523,905$18,171,648▲ $1,647,743
Net Assets Without Donor Restrictions$1,144,126$1,210,826▲ $66,700
Total Net Assets Fund Balance$17,668,031$19,382,474▲ $1,714,443
Total Liabilities and Net Assets / Fund Balance$17,753,109$19,398,869▲ $1,645,760

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$5,041,743--
Compensation and Service Providers
Top Officer Pay24th percentile

Board Members and Trustees

NameTitle
Dr Michael GoldsteinChair
Constance ShamesChair Studen
Bruce GordonChair- Fund
Ann Marie BeddoePresident
Umeko TakeshigeVice Chair
Paul a PipiaBoard Member
Richard SadovskyBoard Member
Suzanne S MirraBoard Member
William KutcherBoard Member
Stephanie DibrienzaExecutive Di
Michael CesaHistorian
Linda NicollSecretary/ T
Revenue and Support

Revenue Composition

Contributions and Grants
$636,122
Program Service Revenue
$0
Investment Income
$679,163
Other Revenue
$0
All Other Contributions
$636,122
Change in Net Assets
$159,014

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,315,285
Revenue Not Reported on Form 990
$1,490,457
Total Revenue per Audited Statements
$2,805,742
Total Revenue per Form 990
$1,315,285
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$580,717
Grants and Similar Amounts Paid$575,554
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$575,554--$575,554
Other Expenses-$470,000-$470,000
Fees for Service Investment Mgmnt Fees-$58,153-$58,153
Fees for Services Accounting-$38,561-$38,561
Fees for Services Legal-$8,500-$8,500
Office Expenses$1,488$1,488-$2,976
Fees for Services Other-$2,527-$2,527
Total Functional Expenses$577,042$579,229$0$1,156,271

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,156,271
Total Expenses per Form 990$1,156,271
Total Expenses per Audited Statements$1,091,311
Expenses Not Reported on Form 990$-64,960
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The chairman and vice chairman reviewed the forms with the accountants and attorney prior to their being filed with the irs.”

Form 990, Page 6, Part VI, Line 12C

“The policy is reviewed annually by each board member. Before board or committee action on a contract or transaction involving a conflict of interest, a director or committee member having a conflict of interest and who is in attendance at the meeting shall disclose all facts material to the conflict of interest. Such disclosure will be reflected in the minutes of the meeting.”

Form 990, Page 6, Part VI, Line 19

“Public inspection is available upon request”

Filing and Contact Details

Filer

Filer Name
Alumni Fund- Alumni Association-
EIN
11-6017810
Phone
7182702075
Address
450 CLARKSON AVE MSC 1204, BROOKLYN, NY 11203

Signing Officer

Name
Ann Marie Beddoe
Title
President
Phone
7182702075
Signed
2024-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Marie Beddoe
Formed
1958
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Reid Tax & Advisory Services LLC
Address
7600 JERICHO TPKE STE 400, WOODBURY, NY 11797-1705
Preparer
Jonathan Cohen CPA
Phone
5168020100
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Granting of scholorships and awards to students, supporting research projects, mentoring programs, and providing assistance to the alumni association.”

Form 990, Part XI, Line 9

“Grant alumni association -64,960 grant - alumni association 64,960”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Grant alumni association -64,960”

Schedule D, Page 4, Part XII, Line 2D

“Grant - alumni association -64,960”

Schedule D, Page 4, Part XIII

“The fund has determined that there are no material uncertain tax positions that require disclosure in the financial statements. Years ending december 31, 2020 and subsequent remain subject to examination by applicable taxing authorities.”

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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INT. IN PERPETUAL TRUST
IRS990ScheduleD/OtherExpensesIncludedAmt0-64960
IRS990ScheduleD/OtherRevenueAmt0-64960
IRS990ScheduleD/RevenueNotReportedAmt01490457
IRS990ScheduleD/RevenueSubtotalAmt01315285
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GRANT ALUMNI ASSOCIATION -64,960
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1GRANT - ALUMNI ASSOCIATION -64,960
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE FUND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE IN THE FINANCIAL STATEMENTS. YEARS ENDING DECEMBER 31, 2020 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XIII
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt3126733
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt62200
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0A.O.A-ETA CHAPTER OF NY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1FULL YEAR RESEARCH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2OTHER SCHOOL PROGRAMS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3SUMMER RESEARCH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4TUITION SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5IPAD GRANT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt6AWARDS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTING OF SCHOLORSHIPS AND AWARDS TO STUDENTS, SUPPORTING RESEARCH PROJECTS, MENTORING PROGRAMS, AND PROVIDING ASSISTANCE TO THE ALUMNI ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CHAIRMAN AND VICE CHAIRMAN REVIEWED THE FORMS WITH THE ACCOUNTANTS AND ATTORNEY PRIOR TO THEIR BEING FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE POLICY IS REVIEWED ANNUALLY BY EACH BOARD MEMBER. BEFORE BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE WILL BE REFLECTED IN THE MINUTES OF THE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PUBLIC INSPECTION IS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GRANT ALUMNI ASSOCIATION -64,960 GRANT - ALUMNI ASSOCIATION 64,960
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/WebsiteAddressTxt0DOWNSTATE.EDU/ALUMNI/
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN MARIE BEDDOE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07182702075
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALUMNI FUND- ALUMNI ASSOCIATION-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COLLEGE OF MEDICINE STATE UNIVERSI
ReturnHeader/Filer/BusinessNameControlTxt0ALUM
ReturnHeader/Filer/EIN0116017810
ReturnHeader/Filer/PhoneNum07182702075
ReturnHeader/Filer/USAddress/AddressLine1Txt0450 CLARKSON AVE MSC 1204
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920780479
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REID TAX & ADVISORY SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07600 JERICHO TPKE STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117971705
ReturnHeader/PreparerPersonGrp/PhoneNum05168020100
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN COHEN CPA
ReturnHeader/ReturnTs02024-09-16T12:48:02-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,398,869
Liabilities
$16,395
Net assets
$19,382,474
Revenue
$1,315,285
Expenses
$1,156,271
Net income
$159,014
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$0.07$20.7$1.51$1.04$0.47
2023Detailed filing. Detailed filing data is available for this year.$19.4$0.02$19.4$1.32$1.16$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.8$0.09$17.7$1.22$0.87$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.8$0.13$20.6$1.41$0.91$0.50
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$19.2$0.12$19.1$1.35$1.02$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$0.13$17.5$1.06$1.01$0.05
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$15.3$0.01$15.3$0.99$1.20$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$0.02$16.9$1.28$0.96$0.32
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$0.02$15.5$0.68$1.13$0.44
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$0.01$15.1$0.59$1.05$0.47
2014Detailed filing. Detailed filing data is available for this year.$16.0$0.02$16.0$1.03$0.94$0.09
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$15.3$0.05$15.2$0.74$0.94$0.20
2012Summary only. Only limited summary data is available for this year.$13.9$0.01$13.8$0.23$0.34$0.11