2024-05-02T13:01:10-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990 2022-07-01 550372697 WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION INC WEST 3042939820 PO BOX 4269 MORGANTOWN WV 265044269 KEVIN BERRY CEO 3042939820 2024-04-30 1 KEVIN BERRY 999009999 1 SARAH HINTZ P00492291 3037795710 2024-04-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KEVIN BERRY PO BOX 4269 MORGANTOWN WV 265044269 4470380 0 X WWW.ALUMNI.WVU.EDU X 1873 WV WVUAA PROVIDES LIFE-LONG SUPPORT OF OUR ALUMNI AND FRIENDS AND SERVES THE INTEREST OF THE UNIVERSITY. 22 22 0 5 205867 0 4057958 516356 1554141 1947512 370866 154621 39029 30503 6021994 2648992 20868 14936 0 0 914731 0 0 0 3686 2149656 2782905 3085255 2797841 2936739 -148849 18866685 18585460 931215 922846 17935470 17662614 THE WVU ALUMNI ASSOCIATION PROVIDES LIFE-LONG SUPPORT OF OUR ALUMNI AND FRIENDS AND SERVES THE INTERESTS OF THE UNIVERSITY. 0 0 1519138 0 1630147 HOLDS CATERING EVENTS AT THE ALUMNI CENTER FOR UNIVERSITY DEPARTMENTS AND FOR MEMBERS AND FRIENDS OF THE ALUMNI ASSOCIATIONS. 564347 14936 111498 HOLD VARIOUS ACTIVITIES AND EVENTS TO BRING MEMBERS TOGETHER, PROMOTE FELLOWSHIP AND SERVICE TO WEST VIRGINIA UNIVERSITY. 90652 0 0 MAINTAIN UP-TO-DATE RECORD OF ADDRESSES AND OCCUPATIONS OF ALL MEMBERS AND COMMUNICATE TO THEM ALL EVENTS AND ACTIVITIES OF THE ALUMNI ASSOCIATION. 2174137 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 1 0 0 1 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 WV X LOUIS HART 3042939820 ONE ALUMNI DRIVE MORGANTOWN WV 26506 X DARREN FEELEY CHAIR 3.00 X X 0 0 0 TRACY SCHOENADEL VICE CHAIR 3.00 X X 0 0 0 ZACH MENDELSON TREASURER 3.00 X X 0 0 0 MARILYN MCCLURE-DEMERS SECRETARY 3.00 X X 0 0 0 SARAH BILLER DIRECTOR 3.00 X 0 0 0 KAMAU BROWN DIRECTOR 3.00 X 0 0 0 PAULA CONGELIO DIRECTOR 3.00 X 0 0 0 GREG DARBY DIRECTOR 3.00 X 0 0 0 SHARON FLANERY DIRECTOR 3.00 X 0 0 0 GORDON GEE DIRECTOR 3.00 X 0 0 0 ROCKY GIANOLA DIRECTOR 3.00 X 0 0 0 BILL GRAY DIRECTOR 3.00 X 0 0 0 SHARON MARTIN DIRECTOR 3.00 X 0 0 0 MORRIS MORRISON DIRECTOR 3.00 X 0 0 0 TODD MOUNT DIRECTOR 3.00 X 0 0 0 DARIN ROGERS DIRECTOR 3.00 X 0 0 0 NESHA SANGHAVI DIRECTOR 3.00 X 0 0 0 GABRIELLE ST LEGER DIRECTOR 3.00 X 0 0 0 MONTE WILLIAMS DIRECTOR 3.00 X 0 0 0 RODNEY WILLIAMS DIRECTOR 3.00 X 0 0 0 TAUNJA WILLIS-MILLER DIRECTOR 3.00 X 0 0 0 VERONIQUE VERNOT DIRECTOR 3.00 X 0 0 0 KEVIN BERRY PRESIDENT & CEO 40.00 X 0 0 0 CHRISTOPHER TODD GAUER GENERAL MANAGER 40.00 X 0 0 0 LOUIS HART CFO 40.00 X 0 0 0 0 0 0 0 0 0 0 0 102615 38687 375054 516356 CATERING EVENTS 711300 1836014 1630147 205867 ALUMNI ACTIVITIES & EVENTS 711300 111498 111498 1947512 47669 47669 15525 15525 26650 0 26650 26650 26650 1902388 1795436 106952 106952 106952 14280 38687 25952 -11672 -11672 2648992 1741645 205867 185124 X 14936 14936 424804 424804 24308 24308 97981 4921 93060 1009942 998867 11075 7832 7832 176293 166253 9946 94 83013 325 82688 136331 80688 55643 21053 6143 13298 1612 22957 13823 9134 537710 322626 215084 71527 42996 28531 REPAIRS & MAINTENANCE 67321 40393 26928 BAD DEBT EXPENSE 54608 8608 46000 FEES & TAXES 9306 6738 2568 DUES & SUBSCRIPTIONS 2455 700 1755 35464 33484 1980 2797841 2174137 620018 3686 916307 1477541 335852 271349 225474 206971 281682 135444 13714 9597 26778 79129 20877883 8647700 12765473 12230183 4031905 3905746 269500 269500 18866685 18585460 284452 502084 137321 138265 509442 282497 931215 922846 X 16926087 16750088 1009383 912526 17935470 17662614 18866685 18585460 -148849 -124007 0 X X 0 1 X 1 0 X 1505875 1049636 1143433 4057958 516356 8273258 1505875 1049636 1143433 4057958 516356 8273258 8273258 220022 155983 163317 86489 89844 715655 8988913 3205825 0.92040 0.91560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 269500 X 0 1174700 54631 -115271 47447 1066613 1080795 233752 174439 314286 1174700 884598 2040 244383 50226 1080795 828245 22690 50497 16834 884598 820516 9160 43772 45203 828245 0.14448 0.65373 0.20179 1 0 660549 660549 18498004 7038539 11459465 1719330 1609161 110169 12230183 BENEFICIAL INTEREST IN ASSETS HELD BY WVUF 3905746 F 3905746 4474957 -124007 1924020 1800013 2674944 -25952 -25952 2648992 4747813 1924020 1924020 2823793 -25952 -25952 2797841 PART III, LINE 4: WORK OF ART HELD CONSISTS OF A BURL JONES BRONZE MOUNTAIN MAN STATUE IN PARK, A HAND CARVED RIFLE AND "THE SPIRIT" PAINTING. THESE COLLECTIONS DEPICT FELLOWSHIP POWER THE YEARS. PART V, LINE 4: ENDOWED FUNDS ARE RESTRICTED TO BE USED ONLY FOR EACH SPECIFIC PROJECT'S REQUIREMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -25,952. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -25,952. MARMADUKE SENT DINNER 52967 38687 14280 11009 4000 10943 52967 38687 14280 11009 4000 10943 25952 -11672 1 SCHOLARSHIPS 7 14936 0 N/A N/A PART I, LINE 2: ALL STUDENT GRANT RECORDS ARE MAINTAINED BY THE UNIVERSITY. A CITY OF MORGANTOWN 556000215 2012-11-09 4200000 REFUND OF PRIOR JUNE 10, 2010 ISSUANCE 0 0 0 A 3912849 4200000 4200000 2008 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 SCHEDULE K, PART I, BOND ISSUES: (A) ISSUER NAME: CITY OF MORGANTOWN (F) DESCRIPTION OF PURPOSE: REFUND PRIOR ISSUE THAT WAS ISSUED ON JUNE 10, 2010. THE BOND WAS AMENDED IN NOVEMBER 2012 WHICH BEAR INTEREST AT 2.45% FOR A FIVE-YEAR PERIOD BEGINNING ON NOVEMBER 9, 2012, ADJUSTING TO A VARIABLE RATE EQUAL TO THE GREATER OF (A) 2.45%, OR (B) A CALCULATION BASED ON THE FIVE-YEAR INTERNATIONAL SWAPS AND DERIVATIVE ASSOCIATION, INC. MIDMARKET PAR SWAP RATE. AS OF NOVEMBER 2017 THE BOND'S EFFECTIVE INTEREST RATE IS STATED AT 3.21% FOR THE NEXT FIVE YEARS. THE BONDS ARE DUE ON MARCH 10, 2026. FORM 990, PART VI, SECTION A, LINE 1A WHEN BOARD ACTION IS REQUIRED BETWEEN SCHEDULED MEETINGS OF THE BOARD, AND A SPECIAL MEETING OF THE BOARD IS NOT PRACTICABLE, THE CHAIR MAY CONVENE THE EXECUTIVE COMMITTEE TO ACT ON THE BOARD'S BEHALF, SUBJECT, AS APPROPRIATE, TO A VOTE BY THE FULL BOARD AT ITS NEXT REGULAR MEETING. THIS HAS NOT OCCURRED. WHEN BOARD ACTION HAS BEEN NEEDED BETWEEN MEETINGS, WE HAVE CONVENED SPECIAL MEETINGS. FORM 990, PART VI, SECTION A, LINE 3 EFFECTIVE JANUARY 2022, THE ASSOCIATION BOARD CONTRACTED WITH WEST VIRGINIA UNIVERSITY TO SUPERVISE, DIRECT, AND MANAGE THE DAY-TO-DAY OPERATIONS OF THE ASSOCIATION, INCLUDING ALUMNI RELATIONS STRATEGY AND MANAGEMENT AND OPERATION OF THE ERICKSON ALUMNI CENTER PER A MASTER ADMINISTRATIVE AGREEMENT. THE ASSOCIATION WILL CONTINUE TO BE A SEPARATE LEGAL ENTITY OVERSEEN BY AN INDEPENDENT ASSOCIATION BOARD. ALL OFFICERS WERE COMPENSATED BY WEST VIRGINIA UNIVERSITY, AN UNRELATED ORGANIZATION FOR SERVICES PERFORMED FOR THE FILING ORGANIZATION. COMPENSATION INFORMATION: 1. NAME: KEVIN BERRY, ROLE: OFFICER, TITLE: PRESIDENT & CEO BASE COMPENSATION: $157,286, BONUS/INCENTIVE: $0; OTHER REPORTABLE COMPENSATION: $9,524, DEFERRED COMPENSATION: $0, OTHER NONTAXABLE BENEFITS: $0 2. NAME: CHRISTOPHER TODD GAUER, ROLE: OFFICER, TITLE: GENERAL MANAGER BASE COMPENSATION: $105,000, BONUS/INCENTIVE: $0; OTHER REPORTABLE COMPENSATION: $7,000, DEFERRED COMPENSATION: $0, OTHER NONTAXABLE BENEFITS: $0 3. NAME: LOUIS HART, ROLE: OFFICER, TITLE: CFO BASE COMPENSATION: $103,457, BONUS/INCENTIVE: $0; OTHER REPORTABLE COMPENSATION: $6,437, DEFERRED COMPENSATION: $0, OTHER NONTAXABLE BENEFITS: $0 FORM 990, PART VI, SECTION A, LINE 6 ACTIVE MEMBER OF THE ASSOCIATION FOR THE PERIOD OF ANY GIVEN YEAR (JULY 1ST TO JUNE 30TH), AN ALUMNUS OR GRADUATE SHALL PAY THE ANNUAL DUES FOR THAT YEAR OR HAVE OTHERWISE QUALIFIED FOR LIFE MEMBERSHIP AS DETERMINED BY THE BOARD. PAYMENT OF DUES CONSTITUTES FULL MEMBERSHIP, ENTITLING THE MEMBER TO RECEIVE ALL PUBLICATIONS OF THE ASSOCIATION, ELIGIBILITY TO BE ELECTED TO THE BOARD, AND TO ALL OTHER PRIVILEGES WHICH THE ASSOCIATION MAY EXTEND. ASSOCIATION MEMBER OF THE ASSOCIATION ARE MEMBERS OF THE FACULTY, PARENTS OF STUDENTS AND ALUMNI, SPOUSES OR FRIENDS OF ASSOCIATE MEMBERS AND FRIENDS OF THE UNIVERSITY SHALL BE ELIGIBLE FOR AN ASSOCIATE MEMBERSHIP UPON PAYMENT OF THE REQUIRED DUES. AN ASSOCIATE MEMBER SHALL RECEIVE ALL PUBLICATIONS OF THE ASSOCIATION AND BE ENTITLED TO ALL THE PRIVILEGES OF ACTIVE MEMBERSHIP, EXCEPT THE RIGHT TO BE ELECTED TO THE BOARD OR TO SERVE AS AN OFFICER OF THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION WILL PROVIDE A FULL COPY OF THE RETURN TO THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSION WITH THE INTERESTED PERSON, THEY SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETEMRINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 18 THE WVU ALUMNI ASSOCIATION'S 990 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 WVU ALUMNI ASSOCIATION MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 29,334. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,334. CATERING SERVICES: PROGRAM SERVICE EXPENSES 969,533. MANAGEMENT AND GENERAL EXPENSES 11,075. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 980,608. FORM XII LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.