Civic Intelligence

Marshall University Alumni Association Inc

EIN 26-4778743 • 501(c)3 • Huntington, WV

Profile

The Marshall University Alumni Association Inc is organized primarily to advance the interests of the Marshall University Foundation Incorporated and Marshall University by coordinating and conducting activities among the alumni

519 John Marshall DriveHuntington, WV 25703

www.formarshallu.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

65th percentile

0.00x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

7th percentile

-146%

Higher net margin than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

19th percentile

-46%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-71%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$24,992

Down $87,989 (-78%) from 2023

Liabilities

Up

$8,045

Up $4,582 (+132%) from 2023

Net Assets

Down

$16,947

Down $92,571 (-85%) from 2023

Operations
Liabilities / Revenue65th percentileNet Margin7th percentile

Revenue

Up

$195,258

Up $39,650 (+25%) from 2023

Expenses

Up

$287,830

Up $118,639 (+70%) from 2023

Net Income

Down

-$92,572

Down $78,989 (-582%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $30,324Liabilities 2017: $2,494Net Assets 2017: $27,8302017Assets 2018: $19,126Liabilities 2018: $4,611Net Assets 2018: $14,5152018Assets 2019: $26,931Liabilities 2019: $2,574Net Assets 2019: $24,3572019Assets 2020: $63,621Liabilities 2020: $419Net Assets 2020: $63,2022020Assets 2021: $227,384Liabilities 2021: $633Net Assets 2021: $226,7512021Assets 2022: $123,365Liabilities 2022: $264Net Assets 2022: $123,1012022Assets 2023: $112,981Liabilities 2023: $3,463Net Assets 2023: $109,5182023Assets 2024: $24,992Liabilities 2024: $8,045Net Assets 2024: $16,9472024

Highlighted filing

2024

Assets$24,992
Liabilities$8,045
Net Assets$16,947
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $0Expenses 2012: $0Net Income 2012: $02012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $201,973Expenses 2017: $191,673Net Income 2017: $10,3002017Revenue 2018: $137,115Expenses 2018: $148,877Net Income 2018: -$11,7622018Revenue 2019: $201,044Expenses 2019: $202,463Net Income 2019: -$1,4192019Revenue 2020: $150,907Expenses 2020: $112,062Net Income 2020: $38,8452020Revenue 2021: $248,193Expenses 2021: $84,623Net Income 2021: $163,5702021Revenue 2022: $70,850Expenses 2022: $174,500Net Income 2022: -$103,6502022Revenue 2023: $155,608Expenses 2023: $169,191Net Income 2023: -$13,5832023Revenue 2024: $195,258Expenses 2024: $287,830Net Income 2024: -$92,5722024

Highlighted filing

2024

Revenue$195,258
Expenses$287,830
Net Income-$92,572
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,992
Liabilities
$8,045
Net assets
$16,947
Revenue
$195,258
Expenses
$287,830
Net income
-$92,572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.25$0.08$0.17$1.95$2.88$0.93
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.03$1.10$1.56$1.69$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.71$1.75$1.04
2021Detailed filing. Detailed filing data is available for this year.$2.27$0.01$2.27$2.48$0.85$1.64
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.63$1.51$1.12$0.39
2019Detailed filing. Detailed filing data is available for this year.$0.27$0.03$0.24$2.01$2.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.19$0.05$0.15$1.37$1.49$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.02$0.28$2.02$1.92$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.00$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.00$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$195,258
Mission and Program Overview

Mission

The Marshall University Alumni Association Inc is organized primarily to advance the interests of the Marshall University Foundation Incorporated and Marshall University by coordinating and conducting activities among the alumni

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$107,652$19,290▼ $88,362
Accounts Receivable$3,625$4,446▲ $821
Land, Buildings, and Equipment, Net$984$1,256▲ $272
Prepaid Expenses and Deferred Charges$720$0▼ $720
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$112,981$24,992▼ $87,989
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,463$8,045▲ $4,582
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$3,463$8,045▲ $4,582
Net Assets / Fund Balance
Net Assets With Donor Restrictions$109,518$16,947▼ $92,571
Net Assets Without Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$109,518$16,947▼ $92,571
Total Liabilities and Net Assets / Fund Balance$112,981$24,992▼ $87,989

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$1,256$9,767$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$0$0→ $0$0$0
2022$0$0→ $0$0$0
2021$0$0→ $0$0$0
2020$0$0→ $0$0$0
2019$0$0→ $0$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Jimmy BlackPresident
Ben WorkmanPresidential Appointee - 2024
Sara PenningtonPresidential Appointee - 2024
Jill JacksonBoard Member-2024
Larry ConradBoard Member-2024
Lester HicksBoard Member-2024
Robert WalkerBoard Member-2024
Sarah KempBoard Member-2024
Steve WellmanBoard Member-2024
Terry BareBoard Member-2024
Tiffany FerrariBoard Member-2024
Alyssa HammondBoard Member-2025
Austin SmithBoard Member-2025
Becca HayesBoard Member-2025
Brian HicksBoard Member-2025
Donna HarbourBoard Member-2025
Irv JohnsonBoard Member-2025
Jordan WoolridgeBoard Member-2025
Melissa BlattBoard Member-2025
Annette GreenBoard Member-2026
Brad ProfittBoard Member-2026
Dominique ElmoreBoard Member-2026
Elijah HookerBoard Member-2026
Harold Rashad SandersBoard Member-2026
Jim WoodrumBoard Member-2026
Laura GreerBoard Member-2026
Melanie PagliaroBoard Member-2026
Tim PownellBoard Member-2026
Mr Matt JamesExecutive Director
Jane McDaniel1st VP
Reeves Kirtner2nd VP
Mikala ShremshockImmediate Past Pres
Misty FergusonSecretary
David ColllinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$152,240
Program Service Revenue
$36,817
Investment Income
$0
Other Revenue
$6,201
All Other Contributions
$88,440
Change in Net Assets
$-92,572
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$287,830
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$50,873$0$0$50,873
Other Expenses$42,073$0$0$42,073
Advertising$26,609$0$0$26,609
Travel$16,779$0$0$16,779
Office Expenses$13,791$0$0$13,791
All Other Expenses$10,999$0$0$10,999
Insurance$2,880$0$0$2,880
Conferences and Meetings$1,577$0$0$1,577
Depreciation Depletion$1,208$0$0$1,208
Information Technology$192$0$0$192
Total Functional Expenses$287,830$0$0$287,830
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The CFO prepares and files the return”

Form 990, Part VI, Section B, Line 15

“The organization has no employees. The Executive Director is employed by the supported organization whose compensation is set by the CEO of the supported organization consistent with other senior managers of the supported organization.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request. Also, the financial activity is included in the audited financial statements of the supported organization which are included in the notes to the audited financial statements of Marshall University which are publicly available.”

Filing and Contact Details

Filer

Filer Name
Marshall University Alumni Association Inc
EIN
26-4778743
Phone
8006423463
Address
519 John Marshall Drive, Huntington, WV 25703

Signing Officer

Name
R Scott Anderson
Title
CFO
Phone
3046963388
Signed
2025-05-15

Organization Details

Principal Officer
Matt James
Formed
2009
Legal Domicile
Wv
Voting Board Members
33
Independent Board Members
33
Employees
0
Volunteers
100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contractual services including music and lighting for events as well as other event related services.”

Form 990, Part XI, Line 9

“Rounding”

Financial Statement Notes

Schedule D, Part V, Line 4

“Spending from the endowments managed by the supported organization are distributed to the organization to maintain the alumni offices and to support activities of the organization.”

Raw XML AppendixShowing 400 of 883 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
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IRS990/Form990PartVIISectionAGrp/PersonNm0Mikala Shremshock
IRS990/Form990PartVIISectionAGrp/PersonNm1Reeves Kirtner
IRS990/Form990PartVIISectionAGrp/PersonNm2Jimmy Black
IRS990/Form990PartVIISectionAGrp/PersonNm3Steve Wellman
IRS990/Form990PartVIISectionAGrp/PersonNm4Misty Ferguson
IRS990/Form990PartVIISectionAGrp/PersonNm5Irv Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm6Melissa Blatt
IRS990/Form990PartVIISectionAGrp/PersonNm7Alyssa Hammond
IRS990/Form990PartVIISectionAGrp/PersonNm8Brian Hicks
IRS990/Form990PartVIISectionAGrp/PersonNm9Annette Green
IRS990/Form990PartVIISectionAGrp/PersonNm10David Colllins
IRS990/Form990PartVIISectionAGrp/PersonNm11Ben Workman
IRS990/Form990PartVIISectionAGrp/PersonNm12Brad Profitt
IRS990/Form990PartVIISectionAGrp/PersonNm13Jane McDaniel
IRS990/Form990PartVIISectionAGrp/PersonNm14Terry Bare
IRS990/Form990PartVIISectionAGrp/PersonNm15Tiffany Ferrari
IRS990/Form990PartVIISectionAGrp/PersonNm16Lester Hicks
IRS990/Form990PartVIISectionAGrp/PersonNm17Jill Jackson
IRS990/Form990PartVIISectionAGrp/PersonNm18Sarah Kemp
IRS990/Form990PartVIISectionAGrp/PersonNm19Robert Walker
IRS990/Form990PartVIISectionAGrp/PersonNm20Larry Conrad
IRS990/Form990PartVIISectionAGrp/PersonNm21Donna Harbour
IRS990/Form990PartVIISectionAGrp/PersonNm22Austin Smith
IRS990/Form990PartVIISectionAGrp/PersonNm23Elijah Hooker
IRS990/Form990PartVIISectionAGrp/PersonNm24Melanie Pagliaro
IRS990/Form990PartVIISectionAGrp/PersonNm25Harold Rashad Sanders
IRS990/Form990PartVIISectionAGrp/PersonNm26Laura Greer
IRS990/Form990PartVIISectionAGrp/PersonNm27Jim Woodrum
IRS990/Form990PartVIISectionAGrp/PersonNm28Dominique Elmore
IRS990/Form990PartVIISectionAGrp/PersonNm29Tim Pownell
IRS990/Form990PartVIISectionAGrp/PersonNm30Sara Pennington
IRS990/Form990PartVIISectionAGrp/PersonNm31Jordan Woolridge
IRS990/Form990PartVIISectionAGrp/PersonNm32Becca Hayes
IRS990/Form990PartVIISectionAGrp/PersonNm33Mr Matt James
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Immediate Past Pres
IRS990/Form990PartVIISectionAGrp/TitleTxt12nd VP
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member-2024
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member-2025
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member-2025
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member-2025
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member-2025
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member-2026
IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Presidential Appointee - 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member-2026
IRS990/Form990PartVIISectionAGrp/TitleTxt131st VP
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member-2024
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Member-2024
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board Member-2024
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board Member-2024
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board Member-2024
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board Member-2024
IRS990/Form990PartVIISectionAGrp/TitleTxt20Board Member-2024
IRS990/Form990PartVIISectionAGrp/TitleTxt21Board Member-2025
IRS990/Form990PartVIISectionAGrp/TitleTxt22Board Member-2025
IRS990/Form990PartVIISectionAGrp/TitleTxt23Board Member-2026
IRS990/Form990PartVIISectionAGrp/TitleTxt24Board Member-2026
IRS990/Form990PartVIISectionAGrp/TitleTxt25Board Member-2026
IRS990/Form990PartVIISectionAGrp/TitleTxt26Board Member-2026

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