Nonprofit · EIN 04-3037799
ALUMNI ASSOCIATION OF THE UNIVERSIT OF MASSACHUSETTS AT BOSTON INC
Tax-exempt · BOSTON, MA 02125
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $147,146 | $119,395 | $27,751 | $267,792 | – | $267,792 |
| June 30, 2024 | 990-EZ | $148,002 | $144,528 | $3,474 | $240,041 | – | $240,041 |
| June 30, 2023 | 990-EZ | $151,416 | $165,066 | -$13,650 | $236,567 | – | $236,567 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Investment income
- $124,717
- Net gain from sales of assets
- $22,429
Expenses
- Grants and similar amounts paid
- $100,000
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,750
- Other expenses
- $17,645
- Program services (functional)
- $113,999
Balance sheet and other
- Total assets, start of year
- $240,041
- Total assets, end of year
- $267,792
- Total liabilities, end of year
- –
- Net assets, end of year
- $267,792
- Cash, savings and investments
- $267,792
- Gross receipts
- $147,146
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHIL CARVER | PRESIDENT | 1 | $0 |
| FREDERICK R KOED | TREASURER | 1 | $0 |
| LORNIE D BULLERWELL | SECRETARY | 1 | $0 |
990-EZ for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN CARTEN | PRESIDENT | 1 | $0 |
| PHIL CARVER | VICE-PRESIDE | 1 | $0 |
| FREDERICK R KOED | TREASURER | 1 | $0 |
| LORNIE D BULLERWELL | SECRETARY | 1 | $0 |
990-EZ for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN CARTEN | PRESIDENT | 1 | $0 |
| PHIL CARVER | VICE-PRESIDE | 1 | $0 |
| FREDERICK R KOED | TREASURER | 1 | $0 |
| LORNIE D BULLERWELL | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- BOX 41P 240 MORRISSEY BLVD, BOSTON, MA 02125-3450
- In care of
- % PATRICIA C FLAHERTY
- Signed the 990-EZ
- PHIL CARVER, PRESIDENT
- Phone
- (617) 287-5339
- Website
- WWW.ALUMNI.UMB.EDU
- Return prepared by
- WALLACE SAVAGE & DAVIS PC
Mission
TO SUPPORT AND PROMOTE INVOLVEMENT IN THE UNIVERSITY BY THE GRADUATING STUDENTS.
Program accomplishments
- TO SUPPORT VARIOUS FUNDS AT THE UNIVERSITY OF MASSACHUSETTS BOSTONExpenses $100,000 · grants $100,000
- TO CONDUCT VARIOUS ACTIVITIES & EVENTS TO PROMOTE INVOLVEMENT BY THE GRADUATING STUDENTS OF THE UNIVERSITY OF MASSACHUSETTS BOSTONExpenses $13,999
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 04-3037799
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $267,792
- Income (IRS master file)
- $147,146
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $147,146 | $119,395 | $267,792 | IRS |
| 990-EZ | June 2024 | $148,002 | $144,528 | $240,041 | IRS |
| 990-EZ | June 2023 | $151,416 | $165,066 | $236,567 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3037799).
Questions about ALUMNI ASSOCIATION OF THE UNIVERSIT OF MASSACHUSETTS AT BOSTON INC
- What is the EIN of ALUMNI ASSOCIATION OF THE UNIVERSIT OF MASSACHUSETTS AT BOSTON INC?
- The employer identification number (EIN) of ALUMNI ASSOCIATION OF THE UNIVERSIT OF MASSACHUSETTS AT BOSTON INC is 04-3037799.
- Is ALUMNI ASSOCIATION OF THE UNIVERSIT OF MASSACHUSETTS AT BOSTON INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to ALUMNI ASSOCIATION OF THE UNIVERSIT OF MASSACHUSETTS AT BOSTON INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ALUMNI ASSOCIATION OF THE UNIVERSIT OF MASSACHUSETTS AT BOSTON INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ALUMNI ASSOCIATION OF THE UNIVERSIT OF MASSACHUSETTS AT BOSTON INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALUMNI ASSOCIATION OF THE UNIVERSIT OF MASSACHUSETTS AT BOSTON INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of ALUMNI ASSOCIATION OF THE UNIVERSIT OF MASSACHUSETTS AT BOSTON INC?
- The 990-EZ for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ALUMNI ASSOCIATION OF THE UNIVERSIT OF MASSACHUSETTS AT BOSTON INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $147,146, expenses of $119,395 and total assets of $267,792 at year end.
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