Civic Intelligence

James Madison University Alumni Association

990 • Fiscal year 2017 • EIN 54-1865843

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

800 South Main St Msc 4402Harrisonburg, VA 22807

(540) 568-6234

Siviq Scores

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

Liabilities / Assets

91st percentile

0.66x

Higher debt load relative to assets than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

96th percentile

1.03x

Higher debt load relative to revenue than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

33rd percentile

-6.5%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

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

Assets

Down

$308,250

Down $21,331 (-6.5%) from 2016

Net Assets

Up

$104,097

Up $32,067 (+45%) from 2016

Liabilities

Down

$204,153

Down $53,398 (-21%) from 2016

Revenue

Down

$197,575

Down $40,430 (-17%) from 2016

Expenses

Down

$165,504

Down $540,719 (-77%) from 2016

Net Income

Up

$32,071

Up $500,289 (+107%) 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 2011: $757,461Liabilities 2011: $236,576Net Assets 2011: $520,8852011Assets 2012: $591,803Liabilities 2012: $52,139Net Assets 2012: $539,6642012Assets 2013: $562,569Liabilities 2013: $125,153Net Assets 2013: $437,4162013Assets 2014: $577,076Liabilities 2014: $96,108Net Assets 2014: $480,9682014Assets 2015: $602,118Liabilities 2015: $61,870Net Assets 2015: $540,2482015Assets 2016: $329,581Liabilities 2016: $257,551Net Assets 2016: $72,0302016Assets 2017: $308,250Liabilities 2017: $204,153Net Assets 2017: $104,0972017Assets 2018: $299,454Liabilities 2018: $168,377Net Assets 2018: $131,0772018Assets 2019: $319,252Liabilities 2019: $115,740Net Assets 2019: $203,5122019Assets 2020: $327,332Liabilities 2020: $49,584Net Assets 2020: $277,7482020Assets 2021: $351,244Liabilities 2021: $1,241Net Assets 2021: $350,0032021Assets 2022: $481,853Liabilities 2022: $21,213Net Assets 2022: $460,6402022Assets 2023: $558,132Liabilities 2023: $5,057Net Assets 2023: $553,0752023Assets 2024: $556,684Liabilities 2024: $4,845Net Assets 2024: $551,8392024

Highlighted filing

2017

Assets$308,250
Liabilities$204,153
Net Assets$104,097

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $280,8772011Expenses 2012: $277,5642012Expenses 2013: $262,5552013Revenue 2014: $189,170Expenses 2014: $150,618Net Income 2014: $38,5522014Revenue 2015: $242,469Expenses 2015: $183,188Net Income 2015: $59,2812015Revenue 2016: $238,005Expenses 2016: $706,223Net Income 2016: -$468,2182016Revenue 2017: $197,575Expenses 2017: $165,504Net Income 2017: $32,0712017Revenue 2018: $253,387Expenses 2018: $226,407Net Income 2018: $26,9802018Revenue 2019: $320,986Expenses 2019: $248,551Net Income 2019: $72,4352019Revenue 2020: $197,402Expenses 2020: $123,166Net Income 2020: $74,2362020Revenue 2021: $131,052Expenses 2021: $58,797Net Income 2021: $72,2552021Revenue 2022: $246,086Expenses 2022: $135,449Net Income 2022: $110,6372022Revenue 2023: $231,113Expenses 2023: $138,678Net Income 2023: $92,4352023Revenue 2024: $119,903Expenses 2024: $121,139Net Income 2024: -$1,2362024

Highlighted filing

2017

Revenue$197,575
Expenses$165,504
Net Income$32,071
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$197,575
Mission and Program Overview

Mission

Develop strong relationships between jmu and its alumni, thereby improving the university's fundraising efficiency.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$321,798$304,243▼ $17,555
Prepaid Expenses and Deferred Charges$2,004$2,302▲ $298
Accounts Receivable$5,779$1,705▼ $4,074
Total Assets$329,581$308,250▼ $21,331
Liabilities
Grants Payable$248,634$191,035▼ $57,599
Accounts Payable and Accrued Expenses$8,917$13,118▲ $4,201
Total Liabilities$257,551$204,153▼ $53,398
Net Assets / Fund Balance
Unrestricted Net Assets$72,030$104,097▲ $32,067
Total Net Assets Fund Balance$72,030$104,097▲ $32,067
Total Liabilities and Net Assets / Fund Balance$329,581$308,250▼ $21,331

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$4,500$4,500
Compensation and Service Providers

Board Members and Trustees

NameTitle
Heather E HedrickPresident
Eric L BowlinPresident-el
Amanda GiftDirector
Carol BenassiDirector
Cathleen DotterDirector
Chiquita KingDirector
Dave UrsoDirector
David SandersonDirector
Dirron AllenDirector
Frank SmithDirector
Jeremy BrownDirector
Joseph ShowkerDirector
Kimberly TurnerDirector
Pratt TempletonDirector
Raymond MasonDirector
Thomas RogowskiDirector
Cannie CampbellInterim E.d.
Stephanie MarinoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$982
Program Service Revenue
$110,324
Investment Income
$607
Other Revenue
$85,662
All Other Contributions
$982
Change in Net Assets
$32,071
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$161,362
Grants and Similar Amounts Paid$4,142
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$20,000--$20,000
Fees for Services Accounting$8,015--$8,015
Grants to Domestic Orgs$4,142--$4,142
Insurance-$4,093-$4,093
Other Expenses$6,670$1,954-$1,954
All Other Expenses-$456-$456
Travel$400--$400
Total Functional Expenses$127,230$38,274$0$165,504
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
Audit committee
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Irs form 990 is circulated among board members for review and approval.

Form 990, Page 6, Part VI, Line 15A

James madison university provides employees to the organization as an in- kind contribution. All employee compensation is determined by james madison university.

Form 990, Page 6, Part VI, Line 15B

James madison university provides employees to the organization as an in- kind contribution. All employee compensation is determined by james madison university.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
James Madison University Alumni
EIN
54-1865843
Phone
5405686234
Address
800 SOUTH MAIN ST MSC 4402, HARRISONBURG, VA 22807

Signing Officer

Name
Cannie Campbell
Title
Interim E.d.
Phone
5405686234
Signed
2017-11-15

Organization Details

Principal Officer
Cannie Campbell
Formed
1911
Legal Domicile
Va
Voting Board Members
22
Independent Board Members
22
Employees
0

Preparer

Firm
Martin Beachy & Arehart Pllc
Address
209 N HIGH STREET, HARRISONBURG, VA 22802
Preparer
Ryan H Boggs
Phone
5404332488
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

ROUNDING -4

Financial Statement Notes

Schedule D, Page 3, Part X

The association is exempt from federal income tax under section 501(c)(3) of the internal revenue code. The association believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. In addition, the association qualifies for the charitable contribution deduction under section 170(b)(1)(a) and has been classified as an organization other than a private foundation under section 509(a)(2).

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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1452
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt085210
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1452
IRS990/OtherRevenueTotalAmt085662
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IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02004
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02302
IRS990/PrincipalOfficerNm0CANNIE CAMPBELL
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IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc1SPONSORSHIP REVENUE
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt123734
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt086590
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt123734
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0490134
IRS990/PYInvestmentIncomeAmt01175
IRS990/PYOtherExpensesAmt0216089
IRS990/PYOtherRevenueAmt086882
IRS990/PYProgramServiceRevenueAmt0149948
IRS990/PYRevenuesLessExpensesAmt0-468218
IRS990/PYTotalExpensesAmt0706223
IRS990/PYTotalRevenueAmt0238005
IRS990/ReconcilationRevenueExpnssAmt032071
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0110324
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0982
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0955
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01060
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0790
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt0247428
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt0220010
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt0218270
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt0184554
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt0181895
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt01052157
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0607
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01175
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01737
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02008
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02820
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08347
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01019513
IRS990ScheduleA/PublicSupportCY170Pct00.99220
IRS990ScheduleA/PublicSupportPY170Pct00.98890
IRS990ScheduleA/PublicSupportTotal170Amt01055944
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0248410
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0220010
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0219225
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0185614
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0182685
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01055944
IRS990ScheduleA/TotalSupportAmt01064291
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04500
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04500
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. IN ADDITION, THE ASSOCIATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2).
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IRS FORM 990 IS CIRCULATED AMONG BOARD MEMBERS FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JAMES MADISON UNIVERSITY PROVIDES EMPLOYEES TO THE ORGANIZATION AS AN IN- KIND CONTRIBUTION. ALL EMPLOYEE COMPENSATION IS DETERMINED BY JAMES MADISON UNIVERSITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2JAMES MADISON UNIVERSITY PROVIDES EMPLOYEES TO THE ORGANIZATION AS AN IN- KIND CONTRIBUTION. ALL EMPLOYEE COMPENSATION IS DETERMINED BY JAMES MADISON UNIVERSITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROUNDING -4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0329581
IRS990/TotalAssetsEOYAmt0308250
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0982
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038274
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0127230
IRS990/TotalFunctionalExpensesGrp/TotalAmt0165504
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0257551
IRS990/TotalLiabilitiesEOYAmt0204153
IRS990/TotalLiabilitiesGrp/BOYAmt0257551
IRS990/TotalLiabilitiesGrp/EOYAmt0204153
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt072030
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0104097
IRS990/TotalProgramServiceExpensesAmt0127230
IRS990/TotalProgramServiceRevenueAmt0110324
IRS990/TotalRevenueGrp/ExclusionAmt0607
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0195986
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0197575
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0329581
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0308250
IRS990/TravelGrp/ProgramServicesAmt0400
IRS990/TravelGrp/TotalAmt0400
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt072030
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0104097
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt022
IRS990/VotingMembersIndependentCnt022
IRS990/WebsiteAddressTxt0WWW.JMU.EDU/ALUMNI
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CANNIE CAMPBELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0INTERIM E.D.
ReturnHeader/BusinessOfficerGrp/PhoneNum05405686234
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES MADISON UNIVERSITY ALUMNI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0JMUA

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.57$0.05$5.52$1.20$1.21$0.01
2023Detailed filing. Detailed filing data is available for this year.$5.58$0.05$5.53$2.31$1.39$0.92
2022Detailed filing. Detailed filing data is available for this year.$4.82$0.21$4.61$2.46$1.35$1.11
2021Detailed filing. Detailed filing data is available for this year.$3.51$0.01$3.50$1.31$0.59$0.72
2020Detailed filing. Detailed filing data is available for this year.$3.27$0.50$2.78$1.97$1.23$0.74
2019Detailed filing. Detailed filing data is available for this year.$3.19$1.16$2.04$3.21$2.49$0.72
2018Detailed filing. Detailed filing data is available for this year.$2.99$1.68$1.31$2.53$2.26$0.27
2017Detailed filing. Detailed filing data is available for this year.$3.08$2.04$1.04$1.98$1.66$0.32
2016Detailed filing. Detailed filing data is available for this year.$3.30$2.58$0.72$2.38$7.06$4.68
2015Detailed filing. Detailed filing data is available for this year.$6.02$0.62$5.40$2.42$1.83$0.59
2014Detailed filing. Detailed filing data is available for this year.$5.77$0.96$4.81$1.89$1.51$0.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.63$1.25$4.37$2.63
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.92$0.52$5.40$2.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.57$2.37$5.21$2.81