Civic Intelligence

Microsoft Alumni Foundation

990 • Fiscal year 2016 • EIN 75-3159070

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

PO Box 3474Redmond, WA 98073-3474

(425) 885-3500

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$593,090

Up $75,117 (+15%) from 2015

Net Assets

Up

$581,319

Up $86,142 (+17%) from 2015

Liabilities

Down

$11,771

Down $11,025 (-48%) from 2015

Revenue And Expenses

Revenue

Down

$550,532

Down $167,399 (-23%) from 2015

Expenses

Down

$464,390

Down $163,341 (-26%) from 2015

Net Income

Down

$86,142

Down $4,058 (-4.5%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $966,062Liabilities 2011: $11,746Net Assets 2011: $954,3162011Assets 2012: $916,950Liabilities 2012: $29,646Net Assets 2012: $887,3042012Assets 2013: $678,808Liabilities 2013: $29,509Net Assets 2013: $649,2992013Assets 2014: $416,085Liabilities 2014: $11,108Net Assets 2014: $404,9772014Assets 2015: $517,973Liabilities 2015: $22,796Net Assets 2015: $495,1772015Assets 2016: $593,090Liabilities 2016: $11,771Net Assets 2016: $581,3192016Assets 2017: $1,172,414Liabilities 2017: $1,172,414Net Assets 2017: $02017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2016

Assets$593,090
Liabilities$11,771
Net Assets$581,319

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $549,6752011Expenses 2012: $610,5572012Revenue 2013: $470,968Expenses 2013: $708,973Net Income 2013: -$238,0052013Revenue 2014: $489,480Expenses 2014: $684,302Net Income 2014: -$194,8222014Revenue 2015: $717,931Expenses 2015: $627,731Net Income 2015: $90,2002015Revenue 2016: $550,532Expenses 2016: $464,390Net Income 2016: $86,1422016Revenue 2017: $1,588,172Expenses 2017: $2,169,491Net Income 2017: -$581,3192017Revenue 2018: $0Expenses 2018: $1,172,414Net Income 2018: -$1,172,4142018

Highlighted filing

2016

Revenue$550,532
Expenses$464,390
Net Income$86,142
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$550,532
Mission and Program Overview

Mission

To catalyze the collective power of the microsoft alumni family and leverage our resources to make a difference for others.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$448,116$308,092▼ $140,024
Accounts Receivable$58,654$200,038▲ $141,384
Pledges and Grants Receivable-$82,389-
Prepaid Expenses and Deferred Charges$11,112$2,570▼ $8,542
Cash and Non-Interest-Bearing Accounts$91$1▼ $90
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$517,973$593,090▲ $75,117
Liabilities
Deferred Revenue$12,224$7,389▼ $4,835
Accounts Payable and Accrued Expenses$10,572$4,382▼ $6,190
Total Liabilities$22,796$11,771▼ $11,025
Net Assets / Fund Balance
Unrestricted Net Assets$495,177$581,319▲ $86,142
Total Net Assets Fund Balance$495,177$581,319▲ $86,142
Total Liabilities and Net Assets / Fund Balance$517,973$593,090▲ $75,117

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$14,240$14,240
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steve WellsChairman
Marylou BrannanExecutive Director
Carla LewisTrustee
Craig BruyaTrustee
Jane Broom DavidsonTrustee
Crystal WilsonBusiness & Dev. Manager
Sharon MaghieSecretary
Akhtar BadshahTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Microsoft Alumni NetworkOperational SupportPO BOX 3474, Redmond, WA 98073$205,000
Revenue and Support

Revenue Composition

Contributions and Grants
$379,003
Program Service Revenue
$9,247
Investment Income
$4,728
Other Revenue
$157,554
All Other Contributions
$379,003
Change in Net Assets
$86,142
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$364,390
Grants and Similar Amounts Paid$100,000
Total Fundraising Expense$18,576
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$151,282$594-$151,876
Fees for Services Management$59,250$72,173$18,576$149,999
Grants to Domestic Orgs$100,000--$100,000
Advertising$20,791$103-$20,894
Fees for Services Accounting-$17,461-$17,461
Fees for Services Legal-$10,397-$10,397
Travel$1,068$4,107-$5,175
Other Expenses-$2,686-$2,686
Insurance$931$1,414-$2,345
Office Expenses$830$1,232-$2,062
Information Technology$264$1,231-$1,495
Total Functional Expenses$334,416$111,398$18,576$464,390
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Seattle FoundationSeattle, WA501(c)(3)Givebig Matching Donations$75,000
Social Venture Partners SeattleSeattle, WA501(c)(3)General Operations$15,000
Social Venture Partners InternationalSeattle, WA501(c)(3)General Operations$5,000
Youth Eastside ServicesBellevue, WA501(c)(3)General Operations$5,000
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
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Effective july 1, 2014, microsoft alumni foundation entered into a services agreement with microsoft alumni network (msa) in order for msa to provide the foundation with staffing, marketing and other administrative services. Microsoft alumni foundation's executive director, marylou brannan, is compensated by microsoft alumni network. Her reportable compensation related to services provided to microsoft alumni foundation is $24,177. Microsoft alumni foundation's business and development manager, crystal wilson, is compensated by microsoft alumni network. Her reportable compensation related to services provided to microsoft alumni foundation is $4,550.

Form 990, Part VI, Section B, Line 11

Prior to filing with the irs, the 990 is presented to and reviewed by the treasurer and then shared electronically with the board of directors and/or reviewed at a regularly scheduled board meeting.

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

All board members are sent a conflict of interest disclosure statement which they are requested to complete and return to the secretary, who reviews the information to determine if a conflict exists. If a conflict occurs during the year, the conflict must be reported to the organization for review. Potential conflicts of interest are then reviewed by the president of the board and if necessary the individual involved recuses himself/herself from discussing or voting on the matter.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Microsoft Alumni Foundation
EIN
75-3159070
Phone
4258853500
Address
PO BOX 3474, REDMOND, WA 98073-3474

Signing Officer

Name
Akhtar Badshah
Title
Treasurer
Phone
4258853500
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Wells
Formed
2004
Legal Domicile
Wa
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
56

Preparer

Firm
Clark Nuber Ps
Address
10900 NE 4TH STREET SUITE 1700, BELLEVUE, WA 98004
Preparer
Jane M Searing
Phone
4254544919
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 6:

Volunteers serve primarily on committees or in conjunction with our integral fellows award program and our annual celebration event. We request that hours are tracked manually and the total estimated for the year is 1,200. No services or benefits are provided to the volunteers except an invitation to an annual volunteer appreciation party hosted by msaf.

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IRS990ScheduleA/OtherIncome170Grp/TotalAmt01320
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.40650
IRS990ScheduleA/PublicSupportPY170Pct00.45490
IRS990ScheduleA/PublicSupportTotal170Amt01095288
IRS990ScheduleA/SubstantialContributorsTotAmt0913779
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0379003
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0560595
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0350158
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0296384
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0422927
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02009067
IRS990ScheduleA/TotalSupportAmt02694356
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014240
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014240
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt075000
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/CashGrantAmt215000
IRS990ScheduleI/RecipientTable/CashGrantAmt35000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GIVEBIG MATCHING DONATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SEATTLE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SOCIAL VENTURE PARTNERS INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SOCIAL VENTURE PARTNERS SEATTLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3YOUTH EASTSIDE SERVICES
IRS990ScheduleI/RecipientTable/RecipientEIN0916013536
IRS990ScheduleI/RecipientTable/RecipientEIN1680492186
IRS990ScheduleI/RecipientTable/RecipientEIN2911894424
IRS990ScheduleI/RecipientTable/RecipientEIN3910849093
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01200 FIFTH AVE SUITE 1300
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1220 SECOND AVE SOUTH SUITE 300
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2220 SECOND AVE SOUTH SUITE 300
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3999 164TH AVE NE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SEATTLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SEATTLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SEATTLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3BELLEVUE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098101
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd198104
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd298104
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd398008
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MICROSOFT ALUMNI FOUNDATION HAS A FORMAL COMMITTEE TO REVIEW THE USE OF GRANT FUNDS AND A RIGOROUS PROCESS TO DETERMINE INTEGRAL FELLOW AWARD RECIPIENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt04
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS SERVE PRIMARILY ON COMMITTEES OR IN CONJUNCTION WITH OUR INTEGRAL FELLOWS AWARD PROGRAM AND OUR ANNUAL CELEBRATION EVENT. WE REQUEST THAT HOURS ARE TRACKED MANUALLY AND THE TOTAL ESTIMATED FOR THE YEAR IS 1,200. NO SERVICES OR BENEFITS ARE PROVIDED TO THE VOLUNTEERS EXCEPT AN INVITATION TO AN ANNUAL VOLUNTEER APPRECIATION PARTY HOSTED BY MSAF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EFFECTIVE JULY 1, 2014, MICROSOFT ALUMNI FOUNDATION ENTERED INTO A SERVICES AGREEMENT WITH MICROSOFT ALUMNI NETWORK (MSA) IN ORDER FOR MSA TO PROVIDE THE FOUNDATION WITH STAFFING, MARKETING AND OTHER ADMINISTRATIVE SERVICES. MICROSOFT ALUMNI FOUNDATION'S EXECUTIVE DIRECTOR, MARYLOU BRANNAN, IS COMPENSATED BY MICROSOFT ALUMNI NETWORK. HER REPORTABLE COMPENSATION RELATED TO SERVICES PROVIDED TO MICROSOFT ALUMNI FOUNDATION IS $24,177. MICROSOFT ALUMNI FOUNDATION'S BUSINESS AND DEVELOPMENT MANAGER, CRYSTAL WILSON, IS COMPENSATED BY MICROSOFT ALUMNI NETWORK. HER REPORTABLE COMPENSATION RELATED TO SERVICES PROVIDED TO MICROSOFT ALUMNI FOUNDATION IS $4,550.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR TO FILING WITH THE IRS, THE 990 IS PRESENTED TO AND REVIEWED BY THE TREASURER AND THEN SHARED ELECTRONICALLY WITH THE BOARD OF DIRECTORS AND/OR REVIEWED AT A REGULARLY SCHEDULED BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL BOARD MEMBERS ARE SENT A CONFLICT OF INTEREST DISCLOSURE STATEMENT WHICH THEY ARE REQUESTED TO COMPLETE AND RETURN TO THE SECRETARY, WHO REVIEWS THE INFORMATION TO DETERMINE IF A CONFLICT EXISTS. IF A CONFLICT OCCURS DURING THE YEAR, THE CONFLICT MUST BE REPORTED TO THE ORGANIZATION FOR REVIEW. POTENTIAL CONFLICTS OF INTEREST ARE THEN REVIEWED BY THE PRESIDENT OF THE BOARD AND IF NECESSARY THE INDIVIDUAL INVOLVED RECUSES HIMSELF/HERSELF FROM DISCUSSING OR VOTING ON THE MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 6:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0517973
IRS990/TotalAssetsEOYAmt0593090
IRS990/TotalAssetsGrp/BOYAmt0517973
IRS990/TotalAssetsGrp/EOYAmt0593090
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0379003
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt018576
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0111398
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0334416
IRS990/TotalFunctionalExpensesGrp/TotalAmt0464390
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022796
IRS990/TotalLiabilitiesEOYAmt011771
IRS990/TotalLiabilitiesGrp/BOYAmt022796
IRS990/TotalLiabilitiesGrp/EOYAmt011771
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0495177
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0581319
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0334416
IRS990/TotalProgramServiceRevenueAmt09247
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0162282
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09247
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0550532
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt056
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0517973
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0593090
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt04107
IRS990/TravelGrp/ProgramServicesAmt01068
IRS990/TravelGrp/TotalAmt05175
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00

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