Civic Intelligence

Rutgers Alumni Association

990 • Fiscal year 2020 • EIN 22-2322725

Jul 01, 2019 to Jun 30, 2020 • Filed on May 10, 2021

1 Spring StreetNew Brunswick, NJ 08901

(732) 932-7474

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2020 filings • NTEE B • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.02x

Higher debt load relative to revenue than 27% of similar nonprofits.

2020 filings • NTEE B • $1M-$5M nonprofits • Source year 2020

Net Margin

60th percentile

8.6%

Higher net margin than 60% of similar nonprofits.

2020 filings • NTEE B • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2020 filings • NTEE B • $1M-$5M nonprofits • Source year 2020

Asset Growth

38th percentile

2.8%

Faster asset growth than 38% of similar nonprofits.

2020 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

75%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$3,157,942

Up $87,004 (+2.8%) from 2019

Net Assets

Up

$3,155,144

Up $87,514 (+2.9%) from 2019

Liabilities

Down

$2,798

Down $510 (-15%) from 2019

Revenue

Up

$152,822

Up $65,645 (+75%) from 2019

Expenses

Down

$139,677

Down $98,949 (-41%) from 2019

Net Income

Up

$13,145

Up $164,594 (+109%) from 2019

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

2020

Assets$3,157,942
Liabilities$2,798
Net Assets$3,155,144

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

2020

Revenue$152,822
Expenses$139,677
Net Income$13,145
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 10, 2021
Return Version
2019v5.2
Gross Receipts
$152,822
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$2,995,128$2,946,747▼ $48,381
Savings and Temporary Cash Investments$58,283$197,653▲ $139,370
Accounts Receivable$13,031$11,490▼ $1,541
Prepaid Expenses and Deferred Charges$4,496$2,052▼ $2,444
Total Assets$3,070,938$3,157,942▲ $87,004
Liabilities
Other Liabilities$1,821$1,625▼ $196
Accounts Payable and Accrued Expenses$1,487$1,173▼ $314
Total Liabilities$3,308$2,798▼ $510
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,067,630$3,155,144▲ $87,514
Total Net Assets Fund Balance$3,067,630$3,155,144▲ $87,514
Total Liabilities and Net Assets / Fund Balance$3,070,938$3,157,942▲ $87,004

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,946,747--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Danielle BechtaPresident
Brian TobinVice President
Luis LargoVice President
Nicole SetzerVice President
Raylene RavarraVice President
Bruce MarichCorporate Secretary
JAMES O'NEILLTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,693
Program Service Revenue
$22,089
Investment Income
$54,160
Other Revenue
$73,880
All Other Contributions
$2,693
Change in Net Assets
$13,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$99,469
Salaries, Compensation, and Employee Benefits$24,712
Grants and Similar Amounts Paid$15,496
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$17,966$4,884-$22,850
Conferences and Meetings$17,168$161-$17,329
Occupancy-$16,800-$16,800
Grants to Domestic Orgs$15,496--$15,496
All Other Expenses$8,810$1,282-$10,092
Other Expenses$8,039$690-$8,729
Payroll Taxes$1,464$398-$1,862
Office Expenses$877$307-$1,184
Insurance-$1,095-$1,095
Fees for Services Accounting-$450-$450
Total Functional Expenses$109,822$29,855$0$139,677
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rutgers University OrganizationsNew Brunswick, NJ501(c)(3)Project Funding$15,496
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$1,625
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 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, Part VI, Section A, Line 8B

No committee may act on behalf of the board.

Form 990, Part VI, Section B, Line 11B

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
1 SPRING STREET, NEW BRUNSWICK, NJ 08901

Signing Officer

Name
JAMES O'NEILL
Title
Treasurer
Phone
7329327474
Signed
2021-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
JAMES O'NEILL
Formed
1980
Legal Domicile
Nj
Voting Board Members
63
Independent Board Members
63
Employees
1
Volunteers
0

Preparer

Firm
James M Wood CPA
Address
603B OMNI DRIVE, HILLSBOROUGH, NJ 08844
Preparer
James M Wood
Phone
9084311700
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014837
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt054160
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt028321
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt034672
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt041196
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt045951
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0204300
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt095969
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt056070
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0146995
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0148213
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0182388
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0629635
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt054160
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt028321
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt034672
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt041196
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt045951
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0204300
IRS990ScheduleA/InvestmentIncomeCYPct00.24070
IRS990ScheduleA/InvestmentIncomePYPct00.20980
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.75930
IRS990ScheduleA/PublicSupportPY509Pct00.79020
IRS990ScheduleA/PublicSupportTotal509Amt0644472
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt098662
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058856
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0148977
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0153018
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0184959
IRS990ScheduleA/Total509Grp/TotalAmt0644472
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0152822
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt087177
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0183649
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0194214
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0230910
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0848772
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01625
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLASS & OTHER FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02946747
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02946747
IRS990ScheduleD/TotalLiabilityAmt01625
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt015496
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 11B
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03070938
IRS990/TotalAssetsEOYAmt03157942
IRS990/TotalAssetsGrp/BOYAmt03070938
IRS990/TotalAssetsGrp/EOYAmt03157942
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02693
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029855
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0109822
IRS990/TotalFunctionalExpensesGrp/TotalAmt0139677
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03308
IRS990/TotalLiabilitiesEOYAmt02798
IRS990/TotalLiabilitiesGrp/BOYAmt03308
IRS990/TotalLiabilitiesGrp/EOYAmt02798
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03067630
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03155144
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0109822
IRS990/TotalProgramServiceRevenueAmt022089
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt054160
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt095969
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0152822
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03070938
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03157942
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 SPRING STREET
IRS990/USAddress/CityNm0NEW BRUNSWICK
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008901
IRS990/VotingMembersGoverningBodyCnt063
IRS990/VotingMembersIndependentCnt063
IRS990/WebsiteAddressTxt0WWW.RUTGERSALUMNI.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES O'NEILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07329327474
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUTGERS ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0RUTG
ReturnHeader/Filer/EIN0222322725
ReturnHeader/Filer/PhoneNum07329327474
ReturnHeader/Filer/USAddress/AddressLine1Txt01 SPRING STREET
ReturnHeader/Filer/USAddress/CityNm0NEW BRUNSWICK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ

Document Assets

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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
2020Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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