2024-05-15T13:41:55-05:00 2023-06-30 541487262 MATTHEWS CARTER & BOYCE 12500 FAIR LAKES CIRCLE SUITE 260 FAIRFAX VA 22033 990 2022-07-01 521170825 GEORGETOWN UNIVERSITY ALUMNI ASSOCIATION GEOR 2026879831 3604 O STREET NW WASHINGTON DC 20057 JULIA FARR EXECUTIVE DIRECTOR 2026879831 2024-05-15 1 JULIA FARR 999009999 0 KATHLEEN M FLAHERTY P00969957 7032183600 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JULIA FARR 3604 O STREET NW WASHINGTON DC 20057 1540664 0 X ALUMNI.GEORGETOWN.EDU X 1940 DC THE MISSION OF THE GEORGETOWN UNIVERSITY ALUMNI ASSOCIATION IS TO GENERATE GOODWILL AND SUPPORT FOR THE UNIVERSITY AND TO FOSTER A LIFELONG CONNECTION AMONG ALUMNI, OUR ALMA MATER AND THE GLOBAL GEORGETOWN COMMUNITY. 60 60 0 116 0 0 100125 30328 0 0 412713 201867 302912 295779 815750 527974 55065 153180 0 0 0 0 0 0 0 458995 426535 514060 579715 301690 -51741 6381125 6286086 417251 205543 5963874 6080543 X THE MISSION OF THE GEORGETOWN UNIVERSITY ALUMNI ASSOCIATION IS TO GENERATE GOODWILL AND SUPPORT FOR THE UNIVERSITY AND TO FOSTER A LIFELONG CONNECTION AMONG ALUMNI, OUR ALMA MATER AND THE GLOBAL GEORGETOWN COMMUNITY. 0 0 431678 153180 0 THE GEORGETOWN UNIVERSITY ALUMNI ASSOCIATION (GUAA) WILL LIVE OUT ITS MISSION IN THE 2022 - 2024 PRESIDENTIAL TERM BY FOCUSING ON THREE STRATEGIC PRIORITIES. THESE PRIORITIES WERE DEVELOPED BY THE GUAA'S LEADERSHIP,IN CLOSE PARTNERSHIP WITH THE BOARD OF GOVERNORS, TO ENSURE ALL HOYAS FEEL AT HOMEAND CONNECTED TO THE ALUMNI COMMUNITY.(1)ENGAGEMENT - ENHANCE THE INTRINSIC VALUE OF THE GUAA FOR OUR ALUMNI BY: FORTIFYING THE GUAA THROUGH INVESTMENT IN SERVICES AND RESOURCES THAT ENABLE SUSTAINABLE ADVANCEMENT OF THE GUAA'S MISSION; DEVELOPING INNOVATIVE, CREATIVE ALUMNI-CENTERED FORUMS, PROGRAMS, AND CONTENT; EXPANDING ALUMNI ACCESS TO MEANINGFUL PROGRAMMING, VOLUNTEER OPPORTUNITIES, AND GUAA RESOURCES.(2) DIVERSITY, EQUITY, & INCLUSION - FOSTER A MORE INCLUSIVE AND CONNECTED COMMUNITY THAT ALLOWS ALUMNI TO BE THEIR WHOLE SELVES BY: ENSURING JUSTICE AND EQUITY ACROSS ALL ALUMNI ENGAGEMENT AND OUTREACH ACTIVITIES; LEADING EFFORTS TO CREATE AN INCLUSIVE ENVIRONMENT; BUILDING AND EXPANDING GUAA COMMUNITIES, ALUMNI ALLIANCES, AND AFFINITY GROUPS.(3) COMMUNICATION - ELEVATE AWARENESS OF AND INSPIRE CONNECTION TO THE GUAA BY: STRENGTHENING ALUMNI UNDERSTANDING OF GUAA'S BRAND AND MISSION; CLARIFYING THE BREADTH OF PROGRAMS AND RESOURCES THE GUAA OFFERS THE GEORGETOWN ALUMNI COMMUNITY; HIGHLIGHTING GUAA CONTRIBUTIONS TO GEORGETOWN UNIVERSITY AND CELEBRATING THE WAYS THE GUAA PROMOTES AND ENHANCES THE ALUMNI EXPERIENCE. 431678 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 8 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 60 60 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 2026879831 3604 O STREET NW WASHINGTON DC 20057 AILEEN FURLONG CAFFREY SENATOR 2.00 X 0 0 0 ALBERT F TELLECHEA ESQ SENATOR 2.00 X 0 0 0 ALDRINANA LEUNG SENATOR 2.00 X 0 0 0 ALEXANDRIA EUGENIA KANE SENATOR 2.00 X 0 0 0 ANA-ALICIA SIQUEIROS ELECTED GOVERNOR 5.00 X 0 0 0 ANDREW JAMESON ELECTED GOVERNOR 5.00 X 0 0 0 ANDY BLOCKER ELECTED GOVERNOR 5.00 X 0 0 0 ANNE MARIE DINARDO SENATOR 2.00 X 0 0 0 ANTHONY CLARK AREND SENATOR 2.00 X 0 0 0 BART MOORE APPOINTED GOVERNOR - EX OFFICIO - VP OA 5.00 X 0 774508 29159 BENNIE SMITH ELECTED GOVERNOR 5.00 X 0 0 0 BRIDGET ROBERTSON ELECTED GOVERNOR 5.00 X 0 0 0 CHRIS PERKINS ELECTED GOVERNOR 5.00 X 0 0 0 CHRISTOPHER LANDON SENATOR 2.00 X 0 0 0 CITSI CASTRO ELECTED GOVERNOR 5.00 X 0 0 0 CONAN LOUIS ESQ SENATOR 2.00 X 0 0 0 DAPHNE KESHISHIAN APPOINTED GOVERNOR - EX OFFICIO - MED BOARD CHAIR 5.00 X 0 0 0 DAVID FAJARDO CARACTA SENATOR 2.00 X 0 0 0 EAMONN MORAN SENATOR 2.00 X 0 0 0 ELLEN MCGINNESS ELECTED GOVERNOR 5.00 X 0 0 0 EMILY HOLLAND HULL SENATOR 2.00 X 0 0 0 ERIC S VALLONE MD SENATOR 2.00 X 0 0 0 FATHER CHRISTOPHER W STECK SJ APPOINTED GOVERNOR - JESUIT 5.00 X 0 0 0 FITZ LUFKIN PRESIDENT-ELECT 5.00 X X 0 0 0 FRANCIS BERNARD BROGAN III SENATOR 2.00 X 0 0 0 FRANK A CIATTO IMMEDIATE PAST PRESIDENT 5.00 X X 0 0 0 FREDA KONG ELECTED GOVERNOR 5.00 X 0 0 0 GAIL GILLIS-LOUIS SENATOR 2.00 X 0 0 0 GEORGE PEACOCK SENATOR 2.00 X 0 0 0 GERARD P ALOLOD ELECTED GOVERNOR 5.00 X 0 0 0 JACQUELINE P KENNEALLY SENATOR 2.00 X 0 0 0 JEFF CHAPSKI SENATOR 2.00 X 0 0 0 JENIFER ROGERS SENATOR 2.00 X 0 0 0 JENNIFER BOU APPOINTED GOVERNOR - COMMITTEE CHAIR 5.00 X 0 0 0 JOANNA GRAHAM APPOINTED GOVERNOR - COMMITTEE CHAIR 5.00 X 0 0 0 JOEL H FELDMAN ELECTED GOVERNOR 5.00 X 0 0 0 JOHN C MCNAMARA SENATOR 2.00 X 0 0 0 JOHN DEGIOIA APPOINTED GOVERNOR - EX OFFICIO - GU PRESIDENT 5.00 X 0 1613979 329088 JOHN HALLMARK ELECTED GOVERNOR 5.00 X 0 0 0 JOHN K REAGAN SENATOR 2.00 X 0 0 0 JOHN R GOTASKIE JR SENATOR 2.00 X 0 0 0 JOY L MONAHAN SENATOR 2.00 X 0 0 0 JULIA FARR EXECUTIVE DIRECTOR 5.00 X X 0 233773 56390 JULIAN DE LA PAZ ELECTED GOVERNOR 5.00 X 0 0 0 KAREN M SCHNEIDER SENATOR 2.00 X 0 0 0 KATHLEEN O'BRIEN ELECTED GOVERNOR 5.00 X 0 0 0 KATHY ADAMS BACZKO SENATOR 2.00 X 0 0 0 KEAVNEY KLEIN DECLOUET SENATOR 2.00 X 0 0 0 KELLY MULVOY MANGAN PRESIDENT 5.00 X X 0 0 0 KEVIN CLARK APPOINTED GOVERNOR - EX OFFICIO - BOR CHAIR 5.00 X 0 0 0 KEVIN PEAK ELECTED GOVERNOR 5.00 X 0 0 0 KIMBERLY ALBRIGHT ELECTED GOVERNOR 5.00 X 0 0 0 K'SEAN HENDERSON ELECTED GOVERNOR 5.00 X 0 0 0 LAURA FERRIS ANDERSON SENATOR 2.00 X 0 0 0 LAUREN ELIZABETH PAPPAS ELECTED GOVERNOR 5.00 X 0 0 0 LINDSAY MCDONNELL ELECTED GOVERNOR 5.00 X 0 0 0 LISA COLLINS ELECTED GOVERNOR 5.00 X 0 0 0 LORI RIGGS-KADAR SENATOR 2.00 X 0 0 0 MANNONE BUTLER ELECTED GOVERNOR 5.00 X 0 0 0 MARCIA A WISS SENATOR 2.00 X 0 0 0 MARK J SISKIN SENATOR 2.00 X 0 0 0 MARK P GUERRERA SENATOR 2.00 X 0 0 0 MARK POLEMENI PARLIAMENTARIAN 5.00 X X 0 0 0 MARKHUM STANSBURY JR ELECTED GOVERNOR 5.00 X 0 0 0 MARSHA DIXON ELECTED GOVERNOR 5.00 X 0 0 0 MATTHEW P MOORE ELECTED GOVERNOR 5.00 X 0 0 0 MAUREEN E GOGGIN SENATOR 2.00 X 0 0 0 MAURICE JACKSON APPOINTED GOVERNOR - FACULTY APPOINTMENT 5.00 X 0 0 0 MEREDITH KARAM APPOINTED GOVERNOR - COMMITTEE CHAIR 5.00 X 0 0 0 MICHAEL ALEXANDER ELECTED GOVERNOR 5.00 X 0 0 0 MICHAEL C FORD ELECTED GOVERNOR 5.00 X 0 0 0 MICHAEL C YAEGER TREASURER 5.00 X X 0 0 0 MICHAEL E KARAM SENATOR 2.00 X 0 0 0 MICHELLE BARRETTE APPOINTED GOVERNOR - COMMITTEE CHAIR 5.00 X 0 0 0 MIRIAM VOGEL APPOINTED GOVERNOR - EX OFFICIO - LAW BOARD CHAIR 5.00 X 0 0 0 NANCY J OAKES SENATOR 2.00 X 0 0 0 NANCY RIPP CLARK SENATOR 2.00 X 0 0 0 NATALIE W BARTH ELECTED GOVERNOR 5.00 X 0 0 0 NOELLE VERITY KOETJE ELECTED GOVERNOR 5.00 X 0 0 0 PARKER STANZIONE KARPINSKI ELECTED GOVERNOR 5.00 X 0 0 0 PAT MCARDLE SENATOR 2.00 X 0 0 0 PAT ROTH SENATOR 2.00 X 0 0 0 PATRICK J GRANT SENATOR 2.00 X 0 0 0 PAUL C BESOZZI SENATOR 2.00 X 0 0 0 PAUL J KOLEBUCK SENATOR 2.00 X 0 0 0 PAUL LIEBESKIND APPOINTED GOVERNOR - ALUMNI CLUBS CHAIR 5.00 X 0 0 0 PAUL LIGUORI SENATOR 2.00 X 0 0 0 PAUL T MCCARTHY ELECTED GOVERNOR 5.00 X 0 0 0 PETER MELLEN SENATOR 2.00 X 0 0 0 PHILIP LO ELECTED GOVERNOR 5.00 X 0 0 0 PRINCESSA BOURELLY ELECTED GOVERNOR 5.00 X 0 0 0 RANDY RIVERA SENATOR 2.00 X 0 0 0 REGINA FAY GANNON ELECTED GOVERNOR 5.00 X 0 0 0 REGINA MARIE METZ SENATOR 2.00 X 0 0 0 REGINA TORSNEY-DURKIN MD SENATOR 2.00 X 0 0 0 RICHARD M HLUCHAN SENATOR 2.00 X 0 0 0 ROBERT L ANDREWS SR SENATOR 2.00 X 0 0 0 SARA MARGOLIS ELECTED GOVERNOR 5.00 X 0 0 0 SCOTT BRENER ELECTED GOVERNOR 5.00 X 0 0 0 SEAN PATRICK REDMOND SENATOR 2.00 X 0 0 0 SHAWN MCLAUGHLIN ELECTED GOVERNOR 5.00 X 0 0 0 STEPHANIE BEAN ALLEN SENATOR 2.00 X 0 0 0 STEPHANIE ORTBALS-TIBBS SENATOR 2.00 X 0 0 0 STEVE LUCK ELECTED GOVERNOR 5.00 X 0 0 0 SUSAN LEVINE ELECTED GOVERNOR 5.00 X 0 0 0 TED BURNETT APPOINTED GOVERNOR - EX OFFICIO - DENTAL BOARD CHA 5.00 X 0 0 0 TERRANCE C MCGOVERN SENATOR 2.00 X 0 0 0 TESIA HENN ELECTED GOVERNOR 5.00 X 0 0 0 THOMAS A WONG OD SENATOR 2.00 X 0 0 0 TOM BIANCO ELECTED GOVERNOR 5.00 X 0 0 0 TOMMY GLETNER ELECTED GOVERNOR 5.00 X 0 0 0 VIKRAM AGRAWAL SENATOR 2.00 X 0 0 0 WILLIAM L LICAMELE MD SENATOR 2.00 X 0 0 0 WILLIAM R AYERS SENATOR 2.00 X 0 0 0 WILLIAM REYNOLDS SENATOR 2.00 X 0 0 0 ZAID ZAID SENATOR 2.00 X 0 0 0 0 2622260 414637 0 0 1 0 0 30000 328 30328 150635 150635 287529 287529 8250 0 8250 8250 8250 1063922 1012690 51232 51232 51232 527974 0 0 497646 153180 153180 33079 31831 1248 26619 26619 37071 37071 27158 27158 3829 3829 8826 8826 91229 81303 9926 4807 4807 71031 71031 CLUBS 71645 71645 STRATEGIC PLAN 33970 18842 15128 REPAIRS AND MAINTENANCE 17271 17271 579715 431678 148037 0 68725 14776 8430 21321 1451177 1095725 419145 355452 5884825 5894537 6381125 6286086 18311 42543 201600 163000 197340 0 417251 205543 X 5963874 6080543 5963874 6080543 6381125 6286086 -51741 168410 0 X X 0 1 X 1 0 X X 1 GEORGETOWN UNIVERSITY 530196603 2 1 153180 0 1 153180 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV SECTION C TYPE II SUPPORTING ORGANIZATIONS THE BYLAWS AND ORGANIZING DOCUMENTS AND A MEMORANDUM OF UNDERSTANDING DETAIL THE STRUCTURE BETWEEN THE ORGANIZATION AND GEORGETOWN UNIVERSITY. THE ACTIVITIES ARE MONITORED ON AN ONGOING BASIS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1001740 803815 197925 251058 93531 157527 198379 198379 0 355452 X 5112411 168410 4453098 4621508 490903 37071 37071 527974 4995742 4453098 4453098 542644 37071 37071 579715 PART X, LINE 2: THE ASSOCIATION IS A 501(C)(3) ORGANIZATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE "CODE"). UNDER THE PROVISIONS OF THE CODE, THE ASSOCIATION IS, HOWEVER, SUBJECT TO TAX ON BUSINESS INCOME UNRELATED TO THE ASSOCIATION'S EXEMPT PURPOSE. THE ASSOCIATION HAD NO LIABILITY FOR TAX ON UNRELATED BUSINESS INCOME. THE ASSOCIATION FILES INFORMATION RETURNS AS REQUIRED. THE ASSOCIATION IS NOT CURRENTLY UNDER AUDIT BY ANY INCOME TAX JURISDICTION. THE ASSOCIATION RECOGNIZES THE EFFECTS OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THE ASSOCIATION DOES NOT BELIEVE ITS INCOME TAX RETURNS INCLUDE ANY UNCERTAIN TAX POSITIONS. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 1 GEORGETOWN UNIVERSITY 37TH AND O STREETS NW WASHINGTON DC 20057 530196603 501(C)(3) 153180 0 TO ASSIST THE UNIVERSITY DEPARTMENTS IN STRENGTHENING THEIR ALUMNI PROGRAMS. PART I, LINE 2: THE GUAA INTERACTS ON A REGULAR BASIS WITH GEORGETOWN UNIVERISTY TO ASSIST THE UNIVERSITY DEPARTMENTS IN STRENGTHENING THEIR ALUMNI PROGRAMS. X X X 1 1 X 0 0 0 0 0 0 0 0 0 JOHN DEGIOIA APPOINTED GOVERNOR - EX OFFICIO - GU 0 1006768 0 400000 0 207211 0 24000 0 305088 0 1943067 0 0 BART MOORE APPOINTED GOVERNOR - EX OFFICIO - VP 0 724508 0 50000 0 0 0 20000 0 9159 0 803667 0 0 JULIA FARR EXECUTIVE DIRECTOR 0 231773 0 2000 0 0 0 20000 0 36390 0 290163 0 0 PART I, LINE 1A PER BOARD OF GOVERNORS RESOLUTION 2009-9 THE ASSOCIATION APPROVED A FORMAL HOUSING AND PERSONAL SERVICES POLICY AS FOLLOWS: AS A CONDITION OF EMPLOYMENT, THE EXECUTIVE DIRECTOR OF THE ASSOCIATION MUST RESIDE IN HOUSING PROVIDED BY THE ASSOCIATION. AS PART OF THE HOUSING PROVIDED TO THE EXECUTIVE DIRECTOR, THE ASSOCIATION WILL BE RESPONSIBLE FOR ALL UTILITIES, GROUND MAINTENANCE, CABLE, SECURITY MONITORING AND COSTS ASSOCIATED WITH MAINTENANCE AND CAPITAL EXPENDITURES THAT ARE SET FORTH IN THE GEORGETOWN UNIVERSITY AND GEORGETOWN UNIVERSITY ALUMNI ASSOCIATION LEASE. FORM 990, PART VI, SECTION A, LINE 2 UPDATES TO FORM 990, PART VI, SECTION A, LINE 2: MICHAEL KARAM IS THE FATHER OF MEREDITH KARAM. GAIL GILLIS-LOUIS AND CONAN LOUIS ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11B PER BOARD OF GOVERNORS RESOLUTION 2009-5, THE ASSOCIATION'S FORM 990 WILL BE REVIEWED IN CONSULTATION WITH APPROPRIATE OFFICERS OF GUAA PRIOR TO BEING EXECUTED BY GUAA'S EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ASKS A NEW BOARD MEMBER TO SIGN A CONFLICT OF INTEREST POLICY ON JOINING. CONFLICT OF INTEREST DISCLOSURE IS REQUIRED BI-ANNUALLY FOR ALL VOTING MEMBERS. A FILE OF SIGNED CONFLICT OF INTEREST POLICIES IS MAINTAINED BY THE EXECUTIVE DIRECTOR. ALL MEMBERS WHO DO NOT SUBMIT A SIGNED CONFLICT OF INTEREST POLICY ARE REMINDED VIA EMAIL TO SUBMIT THEM. FORM 990, PART VI, SECTION C, LINE 18 UPON WRITTEN REQUEST, THE ASSOCIATION WILL MAKE THESE DOCUMENTS AVAILABLE. FORM 990, PART VI, SECTION C, LINE 19 UPON WRITTEN REQUEST, THE ASSOCIATION WILL MAKE THESE DOCUMENTS AVAILABLE. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES IN THE PROCESS FROM THE PRIOR YEAR. GEORGETOWN UNVERSITY 37TH AND O STREET NEW WASHINGTON DC 20057 530196036 UNDERGRADUATE AND GRADUATE EDUCATION DC 501(C)(3) 2 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0