Civic Intelligence

George Mason University Alumni Association

990 • Fiscal year 2017 • EIN 23-7394978

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 06, 2018

4400 University Dr MS 3b3Fairfax, VA 22030

(703) 993-8696

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

94th percentile

$156,636

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 63.1% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

76th percentile

18%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

82nd percentile

39%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$628,762

Up $96,363 (+18%) from 2016

Net Assets

Up

$628,762

Up $96,363 (+18%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$248,104

Up $69,646 (+39%) from 2016

Expenses

Down

$151,741

Down $2,892 (-1.9%) from 2016

Net Income

Up

$96,363

Up $72,538 (+304%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2013: $477,623Liabilities 2013: $0Net Assets 2013: $477,6232013Assets 2014: $487,171Liabilities 2014: $0Net Assets 2014: $487,1712014Assets 2015: $508,574Liabilities 2015: $0Net Assets 2015: $508,5742015Assets 2016: $532,399Liabilities 2016: $0Net Assets 2016: $532,3992016Assets 2017: $628,762Liabilities 2017: $0Net Assets 2017: $628,7622017Assets 2019: $639,425Liabilities 2019: $0Net Assets 2019: $639,4252019Assets 2020: $723,954Liabilities 2020: $0Net Assets 2020: $723,9542020Assets 2021: $718,557Liabilities 2021: $0Net Assets 2021: $718,5572021

Highlighted filing

2017

Assets$628,762
Liabilities$0
Net Assets$628,762

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2013: $145,0992013Revenue 2014: $177,586Expenses 2014: $168,038Net Income 2014: $9,5482014Revenue 2015: $178,343Expenses 2015: $156,940Net Income 2015: $21,4032015Revenue 2016: $178,458Expenses 2016: $154,633Net Income 2016: $23,8252016Revenue 2017: $248,104Expenses 2017: $151,741Net Income 2017: $96,3632017Revenue 2019: $219,553Expenses 2019: $188,256Net Income 2019: $31,2972019Revenue 2020: $228,326Expenses 2020: $143,797Net Income 2020: $84,5292020Revenue 2021: $44,239Expenses 2021: $49,636Net Income 2021: -$5,3972021

Highlighted filing

2017

Revenue$248,104
Expenses$151,741
Net Income$96,363
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 6, 2018
Return Version
2016v3.0
Gross Receipts
$248,104
Mission and Program Overview

Mission

The mission of the alumni association is to strengthen george mason university by engaging alumni through fellowship, programs, and services that encourage active participation in the university community.

See page 2, part ii, line 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$525,886$622,246▲ $96,360
Savings and Temporary Cash Investments$6,513$6,516▲ $3
Total Assets$532,399$628,762▲ $96,363
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$532,399$628,762▲ $96,363
Total Net Assets Fund Balance$532,399$628,762▲ $96,363
Total Liabilities and Net Assets / Fund Balance$532,399$628,762▲ $96,363
Compensation and Service Providers

Employees

NameTitleOtherTotal
Anthony DegregorioChapter Rep$30,833$30,833

Board Members and Trustees

NameTitle
Christopher M PrestonImmediate Past President
Brian JonesPresident
Jennifer SheltonPresident-elect
Jeff FisselDirector
Shayan FarazmandDirector
Tyree CarlsonDirector
Walter McleodDirector
Christine Clark-talleyAssociate VP for Almuni Affairs
Alejandro AsinChapter Rep
Ben OwenChapter Rep
Chantee ChristianChapter Rep
Cristian PinedaChapter Rep
Gleason RoweChapter Rep
Jake HansonChapter Rep
Kushboo BhatiaChapter Rep
Kyle GreenChapter Rep
Mariana CruzChapter Rep
Shannon BaccagliniChapter Rep
Sumeet ShrivastavaChapter Rep
Tiffany HaChapter Rep
Andy GibsonSecretary
Scott HineTreasurer
Kate McsweenyV.p. Advocacy
Revenue and Support

Revenue Composition

Contributions and Grants
$900
Program Service Revenue
$52,591
Investment Income
$3
Other Revenue
$194,610
All Other Contributions
$900
Change in Net Assets
$96,363
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$140,118
Grants and Similar Amounts Paid$11,623
Total Fundraising Expense$20
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$102,738$2,460-$105,198
Fees for Services Other$11,823--$11,823
Grants to Domestic Orgs$11,623--$11,623
Travel$3,951$3,651$20$7,622
Information Technology$7,245--$7,245
Office Expenses$3,671$2,668-$6,339
Fees for Services Accounting-$1,400-$1,400
Insurance-$425-$425
Advertising$66--$66
Total Functional Expenses$141,117$10,604$20$151,741
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
George Mason University Foundation IncFairfax, VA501(c)(3)Provide Scholarships and Access to Activities to Deserving Students.$11,623
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
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
Yes
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 11B

A draft copy of the return is reviewed by the board prior to filing.

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

The board and executive director ensure all board members are aware of the policy and monitor all situations to identify those that could be a potential conflict of interest. Each member of the alumni association board of directors is required to disclose any relationship in which they may have a financial interest. Such a relationship would require the member to refrain from participation in any vote or discussion of a proposal in relation to their conflict of interest.

Form 990, Part VI, Section B, Line 15A

Compensation of the executive director of the association was reviewed and approved by a compensation committee per the policies of the department of human resources of george mason university.

Form 990, Part VI, Section C, Line 19

The association's bylaws are available on its website. The association makes its other governing documents, policies, and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
The Alumni Association of
EIN
23-7394978
Phone
7039938696
Address
4400 UNIVERSITY DR MS 3B3, FAIRFAX, VA 22030

Signing Officer

Name
Brian R Jones
Title
President
Phone
7039938696
Signed
2018-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian R Jones
Formed
1968
Legal Domicile
Va
Voting Board Members
23
Independent Board Members
22
Employees
0
Volunteers
40

Preparer

Firm
Ross Langan & Mckendree Llp
Address
7900 WESTPARK DR STE T420, MCLEAN, VA 22102
Preparer
Jeffrey P Hayden
Phone
7038932660
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAPTER REP
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAPTER REP
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHAPTER REP
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAPTER REP
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHAPTER REP
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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt17CHAPTER REP
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHAPTER REP
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHAPTER REP
IRS990/Form990PartVIISectionAGrp/TitleTxt20CHAPTER REP
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHAPTER REP
IRS990/Form990PartVIISectionAGrp/TitleTxt22CHAPTER REP
IRS990/Form990PartVIISectionAGrp/TitleTxt23ASSOCIATE VP FOR ALMUNI AFFAIRS
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt07245
IRS990/InformationTechnologyGrp/TotalAmt07245
IRS990/InsuranceGrp/ManagementAndGeneralAmt0425
IRS990/InsuranceGrp/TotalAmt0425
IRS990/InvestmentIncomeGrp/ExclusionAmt03
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt055
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt055
IRS990/MissionDesc0THE MISSION OF THE ALUMNI ASSOCIATION IS TO STRENGTHEN GEORGE MASON UNIVERSITY BY ENGAGING ALUMNI THROUGH FELLOWSHIP, PROGRAMS, AND SERVICES THAT ENCOURAGE ACTIVE PARTICIPATION IN THE UNIVERSITY COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0532399
IRS990/NetAssetsOrFundBalancesEOYAmt0628762
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02668
IRS990/OfficeExpensesGrp/ProgramServicesAmt03671
IRS990/OfficeExpensesGrp/TotalAmt06339
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueTotalAmt055
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRIAN R JONES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0REGISTRATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt052591
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt052591
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNICATIONS - AFFINITY PARTNERSHIPS PROVIDE REVENUE TO THE ASSOCIATION FOR PROGRAMS AND SERVICES OFFERED TO ALUMNI AS WELL AS PROVIDING MARKETING AND COMMUNICATION PIECES THAT ENGAGE ALUMNI WITH THE ASSOCIATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt023296
IRS990/ProgSrvcAccomActy2Grp/GrantAmt011623
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0194554
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01716
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt011957
IRS990/PYInvestmentIncomeAmt03
IRS990/PYOtherExpensesAmt0142676
IRS990/PYOtherRevenueAmt0144359
IRS990/PYProgramServiceRevenueAmt032380
IRS990/PYRevenuesLessExpensesAmt023825
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0154633
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0178458
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt096363
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt052646
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt0194555
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0194555
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06513
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06516
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01716
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0780
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08458
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt0177564
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt0172894
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt0169713
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt0152483
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt0143423
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0816077
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0194558
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0141862
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0143968
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0144510
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0194663
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0819561
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0171184
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt055
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt042
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt077
IRS990ScheduleA/OtherIncome170Grp/TotalAmt05174
IRS990ScheduleA/PublicSupportCY170Pct00.49990
IRS990ScheduleA/PublicSupportPY170Pct00.56360
IRS990ScheduleA/PublicSupportTotal170Amt0824535
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0178464
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0174610
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0170493
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0155007
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0145961
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0824535
IRS990ScheduleA/TotalSupportAmt01649270
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt011623
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE SCHOLARSHIPS AND ACCESS TO ACTIVITIES TO DESERVING STUDENTS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GEORGE MASON UNIVERSITY FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0541603842
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04400 UNIVERSITY DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FAIRFAX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd022030
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION FOLLOWS ESTABLISHED DISBURSEMENT PROCEDURES THAT ENSURE ALL PAYMENTS ARE PROPERLY DOCUMENTED, SUPPORTED, AND RECORDED, APPROVED BY THE APPROPRIATE OFFICIALS AND MANAGEMENT, AND MADE FOR VALID PURPOSES THAT ARE REASONABLE AND NECESSARY. THE GEORGE MASON UNIVERSITY FOUNDATION DISBURSES FUNDS ON BEHALF OF THE ALUMNI ASSOCIATION FOR SCHOLARSHIPS AND ACCESS TO ACTIVITIES BASED ON ELIGIBILITY DECISIONS MADE BY THE ASSOCIATION AND THE UNIVERSITY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00

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