Civic Intelligence

Temple University Alumni Association Office of Alumni Relations

990 • Fiscal year 2014 • EIN 23-2930242

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 27, 2015

100 Sullivan Hall1330 W Polett Walk19122

(215) 204-7521

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

71st percentile

13%

Higher net margin than 71% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

69th percentile

9.1%

Faster asset growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

54th percentile

5.5%

Faster revenue growth than 54% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$2,188,468

Up $181,880 (+9.1%) from 2013

Net Assets

Up

$2,188,468

Up $181,880 (+9.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$730,211

Up $37,890 (+5.5%) from 2013

Expenses

Up

$637,262

Up $42,401 (+7.1%) from 2013

Net Income

Down

$92,949

Down $4,511 (-4.6%) from 2013

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 2010: $1,699,067Liabilities 2010: $0Net Assets 2010: $1,699,0672010Assets 2011: $1,823,770Liabilities 2011: $0Net Assets 2011: $1,823,7702011Assets 2012: $1,843,158Liabilities 2012: $0Net Assets 2012: $1,843,1582012Assets 2013: $2,006,588Liabilities 2013: $0Net Assets 2013: $2,006,5882013Assets 2014: $2,188,468Liabilities 2014: $0Net Assets 2014: $2,188,4682014Assets 2015: $2,236,417Liabilities 2015: $0Net Assets 2015: $2,236,4172015Assets 2016: $2,513,951Liabilities 2016: $0Net Assets 2016: $2,513,9512016Assets 2017: $3,318,756Liabilities 2017: $0Net Assets 2017: $3,318,7562017Assets 2018: $3,459,913Liabilities 2018: $0Net Assets 2018: $3,459,9132018Assets 2019: $3,488,389Liabilities 2019: $0Net Assets 2019: $3,488,3892019Assets 2020: $3,414,190Liabilities 2020: $0Net Assets 2020: $3,414,1902020Assets 2021: $4,449,677Liabilities 2021: $0Net Assets 2021: $4,449,6772021Assets 2022: $3,907,972Liabilities 2022: $0Net Assets 2022: $3,907,9722022Assets 2023: $4,112,020Liabilities 2023: $0Net Assets 2023: $4,112,0202023Assets 2024: $4,457,005Liabilities 2024: $0Net Assets 2024: $4,457,0052024

Highlighted filing

2014

Assets$2,188,468
Liabilities$0
Net Assets$2,188,468

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $588,9882010Expenses 2011: $659,8542011Revenue 2012: $663,613Expenses 2012: $556,522Net Income 2012: $107,0912012Revenue 2013: $692,321Expenses 2013: $594,861Net Income 2013: $97,4602013Revenue 2014: $730,211Expenses 2014: $637,262Net Income 2014: $92,9492014Revenue 2015: $770,822Expenses 2015: $724,218Net Income 2015: $46,6042015Revenue 2016: $864,950Expenses 2016: $589,305Net Income 2016: $275,6452016Revenue 2017: $1,304,208Expenses 2017: $511,464Net Income 2017: $792,7442017Revenue 2018: $815,883Expenses 2018: $684,187Net Income 2018: $131,6962018Revenue 2019: $657,699Expenses 2019: $635,637Net Income 2019: $22,0622019Revenue 2020: $453,212Expenses 2020: $527,036Net Income 2020: -$73,8242020Revenue 2021: $1,196,577Expenses 2021: $204,058Net Income 2021: $992,5192021Revenue 2022: -$96,029Expenses 2022: $426,794Net Income 2022: -$522,8232022Revenue 2023: $714,976Expenses 2023: $533,208Net Income 2023: $181,7682023Revenue 2024: $872,299Expenses 2024: $562,367Net Income 2024: $309,9322024

Highlighted filing

2014

Revenue$730,211
Expenses$637,262
Net Income$92,949
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 27, 2015
Return Version
2013v4.0
Gross Receipts
$2,588,564
Mission and Program Overview

Mission

To be an inclusive, supportive volunteer organization committed to the university's mission of learning; to foster a lifelong connection to the university by involving alumni through a variety of events; to offer services and benefits to temple alumni; to publicize and celebrate the success of the university and our alumni.

Volunteer org committed to the university's mission of learning; to foster a lifelong connection to the university & offer services and benefits to alumni; to publicize and celebrate successes of university

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,006,588$2,188,468▲ $181,880
Investments in Publicly Traded Securities$1,303,831$1,631,754▲ $327,923
Cash and Non-Interest-Bearing Accounts$463,275$387,944▼ $75,331
Savings and Temporary Cash Investments$239,482$168,770▼ $70,712
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,006,588$2,188,468▲ $181,880
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,006,588$2,188,468▲ $181,880
Total Liabilities and Net Assets / Fund Balance$2,006,588$2,188,468▲ $181,880
Compensation and Service Providers

Board Members and Trustees

NameTitle
John CampolongoPresident
Scott F Cooper EsqPresident Elect
A Alan Benjamini EsqBoard Member
Aaron R BitmanBoard Member
Barbara DitorroBoard Member
Barbara ErnicoBoard Member
Barry C BerkowitzBoard Member
Bret S PerkinsBoard Member
Carl BunchBoard Member
Charles F SchalchBoard Member
Chelsea AlvardoBoard Member
Clair Weir WhitingBoard Member
Crystal B JacobsBoard Member
David LopezBoard Member
Diane OlevnikBoard Member
Dolores M SzymanskiBoard Member
Frank Rubino SrBoard Member
Fred MaherBoard Member
Gerald S VignaBoard Member
Holden HummelBoard Member
Jack CartonBoard Member
Jack CesareoBoard Member
Jay SchnitzerBoard Member
Jeremy CohenBoard Member
Joel a GoodhartBoard Member
John CaperillaBoard Member
Joseph TaitBoard Member
Karen CherwonyBoard Member
Kristi DesimoneBoard Member
Larry Dubinski EsqBoard Member
Lauren GallantBoard Member
Leonard MellmanBoard Member
Louise Moss FortuneBoard Member
Mark OnefskyBoard Member
Michael AdlerBoard Member
Murray H Shusterman EsqBoard Member
Nancy M Snyder-stoehrBoard Member
Nick PytelBoard Member
Patricia FurmanBoard Member
Paul G Curcillo IiBoard Member
Robert LevineBoard Member
Robert WilnerBoard Member
Ron IllerBoard Member
Ronald Kerins JrBoard Member
Susan M KaupBoard Member
Tiffany C WilsonBoard Member
Tiffany TaverezBoard Member
Ulrick P JosephBoard Member
Valerie ClemmonsBoard Member
Vanessa McgrathBoard Member
Audrey SchneiderExecutive Director
Nicole AndersonSecretary
Michael H Reed EsqTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$129,353
Program Service Revenue
$445,375
Investment Income
$155,483
Other Revenue
$0
All Other Contributions
$1,155
Change in Net Assets
$92,949

Audited Revenue Reconciliation

Revenue per Audited Statements
$730,211
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$88,931
Total Revenue per Audited Statements
$819,142
Total Revenue per Form 990
$730,211
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$326,649
Other Expenses$310,613
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$326,649--$326,649
Conferences and Meetings$60,209--$60,209
Fees for Services Other$30,981--$30,981
Office Expenses$30,789--$30,789
Advertising$24,595--$24,595
Fees for Services Accounting-$19,520-$19,520
Fees for Service Investment Mgmnt Fees-$13,998-$13,998
All Other Expenses$13,272--$13,272
Occupancy$11,813--$11,813
Other Expenses$6,735--$6,735
Travel$4,935--$4,935
Total Functional Expenses$603,744$33,518$0$637,262

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$637,262
Total Expenses per Audited Statements$637,262
Total Expenses per Form 990$637,262
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
23-1365971-501 (c)(3)Alumni Weekend and Other Support$326,649
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
No
Audit committee
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 B, Line 11

Return is reviewed by the tuaa director and director of volunteers.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

EIN
23-2930242
Phone
2152047521

Signing Officer

Name
Audrey Schneider
Title
Executive Director
Phone
2152047521
Signed
2015-03-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Audrey Schneider
Formed
1927
Legal Domicile
Pa
Voting Board Members
53
Independent Board Members
53
Employees
0
Volunteers
53

Preparer

Preparer
Christopher Pekula
Phone
2674192200
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 3B

Sale of promotional items, travel tours, commission on book sales.

Part XI, Line 5 Other Change in Net Assets or Fund Balance

Unrealized gain on investments

Part XII, Line 2C

The organization is monitored by the board of directors, which oversees the audit of its financial statements and the selection of its independent accountant. This process has not changed from prior year.

Financial Statement Notes

PART X, LINE 2:

The association is organized under section 501(c)(3) of the internal revenue code, whereby its income is exempt from both federal and state income taxes. Accordingly, no provision for federal and state income taxes has been recognized in the accompanying financial statements. There were no tax positions for which it is reasonably possible that the total amounts of unrecognized tax benefits or liabilities will significantly increase or decrease within the next year and tax years from 2011 through 2013 remain subject to examination by major tax jurisdictions.

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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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IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN CAPERILLA
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IRS990/Form990PartVIISectionAGrp/PersonNm13FRED MAHER
IRS990/Form990PartVIISectionAGrp/PersonNm14DIANE OLEVNIK
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IRS990/Form990PartVIISectionAGrp/PersonNm17NANCY M SNYDER-STOEHR
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IRS990/Form990PartVIISectionAGrp/PersonNm21LAUREN GALLANT
IRS990/Form990PartVIISectionAGrp/PersonNm22LEONARD MELLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm23BRET S PERKINS
IRS990/Form990PartVIISectionAGrp/PersonNm24CHARLES F SCHALCH
IRS990/Form990PartVIISectionAGrp/PersonNm25JOEL A GOODHART
IRS990/Form990PartVIISectionAGrp/PersonNm26HOLDEN HUMMEL
IRS990/Form990PartVIISectionAGrp/PersonNm27RON ILLER
IRS990/Form990PartVIISectionAGrp/PersonNm28CRYSTAL B JACOBS
IRS990/Form990PartVIISectionAGrp/PersonNm29RONALD KERINS JR
IRS990/Form990PartVIISectionAGrp/PersonNm30FRANK RUBINO SR
IRS990/Form990PartVIISectionAGrp/PersonNm31ROBERT LEVINE
IRS990/Form990PartVIISectionAGrp/PersonNm32SUSAN M KAUP
IRS990/Form990PartVIISectionAGrp/PersonNm33VANESSA MCGRATH
IRS990/Form990PartVIISectionAGrp/PersonNm34MARK ONEFSKY
IRS990/Form990PartVIISectionAGrp/PersonNm35NICK PYTEL
IRS990/Form990PartVIISectionAGrp/PersonNm36ROBERT WILNER
IRS990/Form990PartVIISectionAGrp/PersonNm37JAY SCHNITZER
IRS990/Form990PartVIISectionAGrp/PersonNm38MICHAEL ADLER
IRS990/Form990PartVIISectionAGrp/PersonNm39JOSEPH TAIT
IRS990/Form990PartVIISectionAGrp/PersonNm40JACK CARTON
IRS990/Form990PartVIISectionAGrp/PersonNm41LOUISE MOSS FORTUNE
IRS990/Form990PartVIISectionAGrp/PersonNm42TIFFANY C WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm43AUDREY SCHNEIDER
IRS990/Form990PartVIISectionAGrp/PersonNm44PATRICIA FURMAN
IRS990/Form990PartVIISectionAGrp/PersonNm45GERALD S VIGNA
IRS990/Form990PartVIISectionAGrp/PersonNm46PAUL G CURCILLO II
IRS990/Form990PartVIISectionAGrp/PersonNm47A ALAN BENJAMINI ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm48JOHN CAMPOLONGO
IRS990/Form990PartVIISectionAGrp/PersonNm49VALERIE CLEMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm50JEREMY COHEN
IRS990/Form990PartVIISectionAGrp/PersonNm51TIFFANY TAVEREZ
IRS990/Form990PartVIISectionAGrp/PersonNm52CLAIR WEIR WHITING
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt380
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt390
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt410
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt420
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt430
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt440
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt450
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt340
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt360
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt380
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt390
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt410
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt420
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt430
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt440
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt450
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt460
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt470
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt480
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt490
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt510
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt520
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.87$0.56$0.31
2023Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.71$0.53$0.18
2022Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.10$0.43$0.52
2021Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$1.20$0.20$0.99
2020Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.45$0.53$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.66$0.64$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.82$0.68$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$1.30$0.51$0.79
2016Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.86$0.59$0.28
2015Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.77$0.72$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.73$0.64$0.09
2013Summary only. Only limited summary data is available for this year.$2.01$0.00$2.01$0.69$0.59$0.10
2012Summary only. Only limited summary data is available for this year.$1.84$0.00$1.84$0.66$0.56$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.00$1.82$0.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.00$1.70$0.59
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $1M-$5M nonprofits