Civic Intelligence

Rutgers Alumni Association

990 • Fiscal year 2016 • EIN 22-2322725

Jul 01, 2015 to Jun 30, 2016 • Filed on May 11, 2017

PO Box 11320New Brunswick, NJ 08906

(732) 932-7474

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2016 filings • NTEE B • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.04x

Higher debt load relative to revenue than 35% of similar nonprofits.

2016 filings • NTEE B • $1M-$5M nonprofits • Source year 2016

Net Margin

15th percentile

-10%

Higher net margin than 15% of similar nonprofits.

2016 filings • NTEE B • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2016 filings • NTEE B • $1M-$5M nonprofits • Source year 2016

Asset Growth

51st percentile

3.7%

Faster asset growth than 51% of similar nonprofits.

2016 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

68th percentile

13%

Faster revenue growth than 68% of similar nonprofits.

2016 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$2,993,968

Up $106,374 (+3.7%) from 2015

Net Assets

Up

$2,985,706

Up $101,974 (+3.5%) from 2015

Liabilities

Up

$8,262

Up $4,400 (+114%) from 2015

Revenue

Up

$230,755

Up $26,425 (+13%) from 2015

Expenses

Up

$254,529

Up $12,666 (+5.2%) from 2015

Net Income

Up

-$23,774

Up $13,759 (+37%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,685,042Liabilities 2011: $13,945Net Assets 2011: $2,671,0972011Assets 2012: $2,722,212Liabilities 2012: $7,799Net Assets 2012: $2,714,4132012Assets 2013: $2,768,405Liabilities 2013: $6,311Net Assets 2013: $2,762,0942013Assets 2014: $2,914,742Liabilities 2014: $2,358Net Assets 2014: $2,912,3842014Assets 2015: $2,887,594Liabilities 2015: $3,862Net Assets 2015: $2,883,7322015Assets 2016: $2,993,968Liabilities 2016: $8,262Net Assets 2016: $2,985,7062016Assets 2017: $2,982,366Liabilities 2017: $11,821Net Assets 2017: $2,970,5452017Assets 2018: $2,986,371Liabilities 2018: $18,823Net Assets 2018: $2,967,5482018Assets 2019: $3,070,938Liabilities 2019: $3,308Net Assets 2019: $3,067,6302019Assets 2020: $3,157,942Liabilities 2020: $2,798Net Assets 2020: $3,155,1442020Assets 2021: $3,883,207Liabilities 2021: $2,658Net Assets 2021: $3,880,5492021Assets 2022: $3,176,869Liabilities 2022: $1,037Net Assets 2022: $3,175,8322022Assets 2023: $3,394,636Liabilities 2023: $2,831Net Assets 2023: $3,391,8052023Assets 2024: $3,759,113Liabilities 2024: $5,205Net Assets 2024: $3,753,9082024Assets 2025: $4,062,868Liabilities 2025: $3,416Net Assets 2025: $4,059,4522025

Highlighted filing

2016

Assets$2,993,968
Liabilities$8,262
Net Assets$2,985,706

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $306,611Expenses 2011: $246,193Net Income 2011: $60,4182011Revenue 2012: $186,950Expenses 2012: $228,974Net Income 2012: -$42,0242012Revenue 2013: $176,164Expenses 2013: $159,165Net Income 2013: $16,9992013Revenue 2014: $222,978Expenses 2014: $225,245Net Income 2014: -$2,2672014Revenue 2015: $204,330Expenses 2015: $241,863Net Income 2015: -$37,5332015Revenue 2016: $230,755Expenses 2016: $254,529Net Income 2016: -$23,7742016Revenue 2017: $194,214Expenses 2017: $213,430Net Income 2017: -$19,2162017Revenue 2018: $183,649Expenses 2018: $246,245Net Income 2018: -$62,5962018Revenue 2019: $87,177Expenses 2019: $238,626Net Income 2019: -$151,4492019Revenue 2020: $152,822Expenses 2020: $139,677Net Income 2020: $13,1452020Revenue 2021: $202,581Expenses 2021: $48,144Net Income 2021: $154,4372021Revenue 2022: $111,281Expenses 2022: $122,216Net Income 2022: -$10,9352022Revenue 2023: $184,624Expenses 2023: $138,108Net Income 2023: $46,5162023Revenue 2024: $249,835Expenses 2024: $171,762Net Income 2024: $78,0732024Revenue 2025: $191,000Expenses 2025: $178,956Net Income 2025: $12,0442025

Highlighted filing

2016

Revenue$230,755
Expenses$254,529
Net Income-$23,774
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 11, 2017
Return Version
2015v3.0
Gross Receipts
$230,755
Mission and Program Overview

Mission

We bring together alumni and friends to foster a lifelong rutgers bond, continuing the common interest in enjoying camaraderie, networking, and service in a volunteer organization, centered around our shared new brunswick traditions since 1831.

Engaging alumni, helping students, celebrating rutgers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,568,819$2,694,859▲ $126,040
Savings and Temporary Cash Investments$303,173$283,760▼ $19,413
Accounts Receivable$15,602$15,349▼ $253
Total Assets$2,887,594$2,993,968▲ $106,374
Liabilities
Accounts Payable and Accrued Expenses$1,550$5,950▲ $4,400
Other Liabilities$2,312$2,312→ $0
Total Liabilities$3,862$8,262▲ $4,400
Net Assets / Fund Balance
Unrestricted Net Assets$2,878,760$2,985,706▲ $106,946
Temporarily Rstr Net Assets$4,972$0▼ $4,972
Total Net Assets Fund Balance$2,883,732$2,985,706▲ $101,974
Total Liabilities and Net Assets / Fund Balance$2,887,594$2,993,968▲ $106,374

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,694,859--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Erin ClarkePresident
Eugene GentilePresident-elect
Anwar HusseinVice President
Bruce MarichVice President
Danielle BechtaVice President
Matt LunemannSecretary
JAMES O'NEILLTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,571
Program Service Revenue
$53,065
Investment Income
$45,951
Other Revenue
$129,168
All Other Contributions
$2,571
Change in Net Assets
$-23,774
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$197,345
Salaries, Compensation, and Employee Benefits$32,672
Grants and Similar Amounts Paid$24,512
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$32,344$481-$32,825
Other Salaries and Wages$26,091$6,581-$32,672
Occupancy-$31,900-$31,900
Grants to Domestic Orgs$24,512--$24,512
All Other Expenses$21,379$1,978-$23,357
Other Expenses$9,062$5,298-$14,360
Fees for Services Accounting-$2,714-$2,714
Insurance-$2,175-$2,175
Total Functional Expenses$203,265$51,264$0$254,529
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rutgers University OrganizationsNew Brunswick, NJ501(c)(3)Project Funding$24,512
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Class & Other Funds$2,312
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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, Part VI, Section A, Line 8B

No committee may act on behalf of the board.

Form 990, Part VI, Section B, Line 11

Will provide a copy to executive committee and finance committee for review.

Form 990, Part VI, Section B, Line 12C

Board members are required to disclose possible conflicts of interest on an ongoing basis.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Rutgers Alumni Association
EIN
22-2322725
Phone
7329327474
Address
PO BOX 11320, NEW BRUNSWICK, NJ 08906

Signing Officer

Name
JAMES O'NEILL
Title
Treasurer
Phone
7329327474
Signed
2017-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
JAMES O'NEILL
Formed
1980
Legal Domicile
Nj
Voting Board Members
71
Independent Board Members
71
Employees
1
Volunteers
50

Preparer

Firm
James M Wood CPA
Address
603B OMNI DRIVE, HILLSBOROUGH, NJ 08844
Preparer
James M Wood
Phone
9084311700
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0182388
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0163746
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0171962
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0122295
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0121312
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0761703
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt045951
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt038782
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt046341
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt048987
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt054346
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0234407
IRS990ScheduleA/InvestmentIncomeCYPct00.23000
IRS990ScheduleA/InvestmentIncomePYPct00.23410
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.77000
IRS990ScheduleA/PublicSupportPY509Pct00.76590
IRS990ScheduleA/PublicSupportTotal509Amt0784912
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0184959
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0165547
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0176637
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0126615
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0131154
IRS990ScheduleA/Total509Grp/TotalAmt0784912
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0230910
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0204329
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0222978
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0175602
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0185500
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01019319
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02312
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLASS & OTHER FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02694859
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02694859
IRS990ScheduleD/TotalLiabilityAmt02312
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt024512
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROJECT FUNDING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0RUTGERS UNIVERSITY ORGANIZATIONS
IRS990ScheduleI/RecipientTable/RecipientEIN0226001086
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0COLLEGE AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW BRUNSWICK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd008901
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0APPLICATIONS ARE RECEIVED FROM VARIOUS GROUPS WITHIN RUTGERS UNIVERSITY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMMITTEE MAY ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WILL PROVIDE A COPY TO EXECUTIVE COMMITTEE AND FINANCE COMMITTEE FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ARE REQUIRED TO DISCLOSE POSSIBLE CONFLICTS OF INTEREST ON AN ONGOING BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt04972
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02887594
IRS990/TotalAssetsEOYAmt02993968
IRS990/TotalAssetsGrp/BOYAmt02887594
IRS990/TotalAssetsGrp/EOYAmt02993968
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02571
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt051264
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0203265
IRS990/TotalFunctionalExpensesGrp/TotalAmt0254529
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03862
IRS990/TotalLiabilitiesEOYAmt08262
IRS990/TotalLiabilitiesGrp/BOYAmt03862
IRS990/TotalLiabilitiesGrp/EOYAmt08262
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02883732
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02985706
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0203265
IRS990/TotalProgramServiceRevenueAmt053065
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt045951
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0182233
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0230755
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02887594
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02993968
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02878760
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02985706
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 11320
IRS990/USAddress/CityNm0NEW BRUNSWICK
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008906
IRS990/VotingMembersGoverningBodyCnt071
IRS990/VotingMembersIndependentCnt071
IRS990/WebsiteAddressTxt0WWW.RUTGERSALUMNI.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES O'NEILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07329327474
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUTGERS ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0RUTG
ReturnHeader/Filer/EIN0222322725
ReturnHeader/Filer/PhoneNum07329327474
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 11320
ReturnHeader/Filer/USAddress/CityNm0NEW BRUNSWICK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008906
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223604710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES M WOOD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0603B OMNI DRIVE

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.06$0.00$4.06$0.19$0.18$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.76$0.01$3.75$0.25$0.17$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.00$3.39$0.18$0.14$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.00$3.18$0.11$0.12$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.88$0.00$3.88$0.20$0.05$0.15
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.16$0.00$3.16$0.15$0.14$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.00$3.07$0.09$0.24$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.02$2.97$0.18$0.25$0.06
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.01$2.97$0.19$0.21$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.99$0.01$2.99$0.23$0.25$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.88$0.20$0.24$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.22$0.23$0.00
2013Summary only. Only limited summary data is available for this year.$2.77$0.01$2.76$0.18$0.16$0.02
2012Summary only. Only limited summary data is available for this year.$2.72$0.01$2.71$0.19$0.23$0.04
2011Summary only. Only limited summary data is available for this year.$2.69$0.01$2.67$0.31$0.25$0.06