Civic Intelligence

Alfred University

990T • Fiscal year 2021 • EIN 16-0743900

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 31, 2023

One Saxon DriveAlfred, NY 14802

(607) 871-2966

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400M$300M$200M$100M$0Assets 2010: $223,800,675Liabilities 2010: $56,849,020Net Assets 2010: $166,951,6552010Assets 2011: $237,149,171Liabilities 2011: $51,892,574Net Assets 2011: $185,256,5972011Assets 2012: $241,413,955Liabilities 2012: $53,466,366Net Assets 2012: $187,947,5892012Assets 2013: $242,941,418Liabilities 2013: $42,483,665Net Assets 2013: $200,457,7532013Assets 2014: $260,610,391Liabilities 2014: $49,052,787Net Assets 2014: $211,557,6042014Assets 2015: $268,464,451Liabilities 2015: $52,927,047Net Assets 2015: $215,537,4042015Assets 2016: $287,646,931Liabilities 2016: $53,495,473Net Assets 2016: $234,151,4582016Assets 2017: $301,036,751Liabilities 2017: $48,781,710Net Assets 2017: $252,255,0412017Assets 2018: $313,500,632Liabilities 2018: $42,670,617Net Assets 2018: $270,830,0152018Assets 2019: $320,328,866Liabilities 2019: $46,025,665Net Assets 2019: $274,303,2012019Assets 2020: $321,880,003Liabilities 2020: $46,537,560Net Assets 2020: $275,342,4432020Assets 2021: $386,336,406Liabilities 2021: $48,534,755Net Assets 2021: $337,801,6512021Assets 2022: $361,589,551Liabilities 2022: $44,252,989Net Assets 2022: $317,336,5622022Assets 2023: $368,832,192Liabilities 2023: $39,819,506Net Assets 2023: $329,012,6862023

Latest loaded filing

2023

Assets$368,832,192
Liabilities$39,819,506
Net Assets$329,012,686

Operations Trend

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

$150M$100M$50M$0-$50MExpenses 2010: $91,767,2122010Revenue 2011: $108,683,947Expenses 2011: $94,690,490Net Income 2011: $13,993,4572011Expenses 2012: $96,377,7992012Expenses 2013: $97,397,5882013Revenue 2014: $108,180,414Expenses 2014: $98,537,606Net Income 2014: $9,642,8082014Revenue 2015: $105,795,823Expenses 2015: $98,595,861Net Income 2015: $7,199,9622015Revenue 2016: $123,855,884Expenses 2016: $99,114,630Net Income 2016: $24,741,2542016Revenue 2017: $104,701,443Expenses 2017: $100,943,067Net Income 2017: $3,758,3762017Revenue 2018: $103,780,995Expenses 2018: $101,692,135Net Income 2018: $2,088,8602018Revenue 2019: $106,564,654Expenses 2019: $105,546,380Net Income 2019: $1,018,2742019Revenue 2020: $125,818,572Expenses 2020: $108,380,782Net Income 2020: $17,437,7902020Revenue 2021: $114,896,663Expenses 2021: $104,786,140Net Income 2021: $10,110,5232021Revenue 2022: $122,972,991Expenses 2022: $111,491,077Net Income 2022: $11,481,9142022Revenue 2023: $106,018,398Expenses 2023: $112,363,461Net Income 2023: -$6,345,0632023

Latest loaded filing

2023

Revenue$106,018,398
Expenses$112,363,461
Net Income-$6,345,063
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 31, 2023
Return Version
2020v1.3
Mission and Program Overview

Mission

The mission of Alfred University is to provide excellent quality and enduring value through academic and co-curricular programming that is both intellectually challenging and practically relevant. We are culturally diverse and student-centered, and aim to serve an ever-changing student population. We seek students with the aspiration and dedication to do well for themselves and for their greater communities. Thus, we prepare our students with the knowledge, skills and life-habits that will enable them to succeed, and to live lives of continuous personal growth and service to others. These outcomes are achieved through a commitment, by the entire AU community, to teaching and research, the pursuit of scientific and technical expertise, artistic creativity, and humanistic learning.

Filing and Contact Details

Filer

Filer Name
Alfred University
EIN
16-0743900
Phone
6078712966
Address
ONE SAXON DRIVE, ALFRED, NY 14802

Signing Officer

Name
Jodi Howe
Title
VP for Business & Finance
Phone
6078712966
Signed
2023-01-31
Discuss with paid preparer
Yes

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL, PITTSFORD, NY 14534
Preparer
Joseph Peplin
Phone
5853811000
Raw XML Appendix153 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt0319541
IRS1120ScheduleD/Form4797GainOrLossAmt0320060
IRS1120ScheduleD/NetCapitalGainAmt0319541
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0320102
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-561
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt042
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-561
IRS4562/BusinessOrActivityTxt0HOTEL
IRS4562/MACRSDedForAstInSrvcBfrPYAmt040280
IRS4562/MaximumDollarLimitationAmt01040000
IRS4562/ThresholdCostOfSect179PropAmt02590000
IRS4562/TotalDepreciationAmt040280
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt04
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt146
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-8
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0LANDMARK EQUITY PARTNERS XIII, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1LANDMARK EQUITY PARTNERS XIV, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2THE TIFF KEYSTONE FUND, LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt042
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-680
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-1
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt223
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt316
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt481
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0LANDMARK EQUITY PARTNERS XIII, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1LANDMARK EQUITY PARTNERS XIV, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2THE TIFF KEYSTONE FUND, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3TIFF PRIVATE EQUITY PARTNERS 2017, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4MERCURY AIRCRAFT, INC
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-561
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AmendedReturnInd0X
IRS990T/BooksInCareOfDetail/PersonNm0JODI HOWE
IRS990T/BooksInCareOfDetail/PhoneNum06078712325
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE SAXON DRIVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0ALFRED
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd014802
IRS990T/BookValueAssetsEOYAmt0386336406
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/NetOperatingLossDeductionAmt0167729
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt0319541
IRS990TScheduleA/CapitalGainNetIncomeAmt10
IRS990TScheduleA/DepreciationNetAmt040280
IRS990TScheduleA/EmployeeBenefitProgramAmt032489
IRS990TScheduleA/GrossProfitAmt0124266
IRS990TScheduleA/GrossReceiptsOrSalesAmt0124266
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt0124266
IRS990TScheduleA/NetOperatingLossDeductionAmt0119670
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/OtherDeductionsAmt076921
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/PrincipalBusinessActivityCd1721110
IRS990TScheduleA/RepairsAndMaintenanceAmt06194
IRS990TScheduleA/SalariesAndWagesAmt091362
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionsAmt1247246
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDepreciationAmt040280
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-32142
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0287399
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1124266
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0287399
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1124266
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT ACTIVITY
IRS990TScheduleA/TradeOrBusinessDesc1HOTEL
IRS990TScheduleA/UBIBeforeNOLDedAmt0287399
IRS990TScheduleA/UBIBeforeNOLDedAmt1-122980
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0167729
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1-122980
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0167729
IRS990T/TotalUBTIComputedAmt0167729
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JODI HOWE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FOR BUSINESS & FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum06078712966
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-31
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ReturnHeader/Filer/BusinessNameControlTxt0ALFR
ReturnHeader/Filer/EIN0160743900
ReturnHeader/Filer/PhoneNum06078712966
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE SAXON DRIVE
ReturnHeader/Filer/USAddress/CityNm0ALFRED
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014802
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161131146
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ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JODI
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$369$39.8$329$106$112$6.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$362$44.3$317$123$111$11.5
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$386$48.5$338$115$105$10.1
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$322$46.5$275$126$108$17.4
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$320$46.0$274$107$106$1.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$314$42.7$271$104$102$2.09
2017Summary only. Only limited summary data is available for this year.$301$48.8$252$105$101$3.76
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$288$53.5$234$124$99.1$24.7
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$268$52.9$216$106$98.6$7.20
2014Detailed filing. Detailed filing data is available for this year.$261$49.1$212$108$98.5$9.64
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$243$42.5$200$97.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$241$53.5$188$96.4
2011Summary only. Only limited summary data is available for this year.$237$51.9$185$109$94.7$14.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$224$56.8$167$91.8