2023-05-12T17:37:45-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990 2021-07-01 550372697 WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION INC WEST 3042939820 PO BOX 4269 MORGANTOWN WV 265044269 KEVIN BERRY CEO 3042939820 2023-05-12 1 KEVIN BERRY 999009999 SARAH HINTZ P00492291 3037795710 2023-05-12 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z KEVIN BERRY PO BOX 4269 MORGANTOWN WV 265044269 7600976 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. 20 20 0 5 104241 0 1143433 4057958 402163 1554141 235854 370866 128867 39029 1910317 6021994 0 20868 0 0 1509749 914731 0 0 86318 1438525 2149656 2948274 3085255 -1037957 2936739 18753718 18866685 3827032 931215 14926686 17935470 THE WVU ALUMNI ASSOCIATION PROVIDES LIFE-LONG SUPPORT OF OUR ALUMNI AND FRIENDS AND SERVES THE INTERESTS OF THE UNIVERSITY. 0 0 1578284 0 1375148 HOLDS CATERING EVENTS AT THE ALUMNI CENTER FOR UNIVERSITY DEPARTMENTS AND FOR MEMBERS AND FRIENDS OF THE ALUMNI ASSOCIATIONS. 240927 20868 74752 HOLD VARIOUS ACTIVITIES AND EVENTS TO BRING MEMBERS TOGETHER, PROMOTE FELLOWSHIP AND SERVICE TO WEST VIRGINIA UNIVERSITY. 84660 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. 1903871 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 1 0 0 0 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 02506 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 TAUNJA WILLIS-MILLER DIRECTOR 3.00 X 0 0 0 KEVIN BERRY PRESIDENT & CEO 40.00 X 138435 0 8393 CHRISTOPHER TODD GAUER GENERAL MANAGER 40.00 X 101710 0 6766 LOUIS HART CFO 40.00 X 94970 0 6024 SEAN FRISBEE PAST PRESIDENT & CEO 40.00 X 246932 0 14816 582047 0 35999 0 1 1 1 0 232122 222899 3602937 4057958 CATERING EVENTS 711300 1479389 1375148 104241 ALUMNI ACTIVITIES & EVENTS 711300 74752 74752 1554141 47460 47460 14729 14729 1902388 1578982 323406 323406 323406 PARKING INCOME 900099 24300 24300 24300 6021994 1449900 104241 409895 X 20868 20868 359261 105280 253981 384909 182699 140425 61785 61767 34396 23664 3707 26437 16776 2865 6796 82357 45862 31552 4943 18500 18500 105115 1372 103743 791506 782025 9481 11233 11233 201292 126265 74947 80 83496 9351 73525 620 126925 71547 54651 727 17146 7728 1758 7660 21457 12874 8583 553064 331838 221226 76006 42433 33573 REPAIRS & MAINTENANCE 59065 35439 23626 FEES & TAXES 14321 9703 4618 BAD DEBT EXPENSE 12670 12670 DUES & SUBSCRIPTIONS 3215 100 3115 54645 54645 3085255 1903871 1095066 86318 797379 916307 258280 335852 179114 225474 120889 281682 12871 13714 98504 26778 20877883 8112410 13223057 12765473 3794124 4031905 269500 269500 18753718 18866685 2798978 284452 67693 137321 960361 509442 3827032 931215 X 13914743 16926087 1011943 1009383 14926686 17935470 18753718 18866685 2936739 72045 0 X X 0 1 X 1 0 X 1877872 1505875 1049636 1143433 4057958 9634774 1877872 1505875 1049636 1143433 4057958 9634774 9634774 262251 220022 155983 163317 86489 888062 10522836 1449900 0.91560 0.82950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 269500 X 0 1080795 233752 174439 314286 1174700 884598 2040 244383 50226 1080795 828245 22690 50497 16834 884598 820516 9160 43772 45203 828245 761496 37611 70558 49149 820516 0.14073 0.54717 0.31210 1 0 660549 660549 18498004 6554012 11943992 1719330 1558398 160932 12765473 BENEFICIAL INTEREST IN ASSETS HELD BY WVUF 3546950 F BENEFICIAL INTEREST IN ASSETS HELD IN PERPETUITY BY WVUF 484955 F 4031905 6963242 72045 869203 941248 6021994 0 6021994 3954458 869203 869203 3085255 0 3085255 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 FELLOWSHI POVER THE YEARS. PART V, LINE 4: ENDOWED FUNDS ARE RESTRICTED TO BE USED ONLY FOR EACH SPECIFIC PROJECT'S REQUIREMENTS. 0 0 0 0 0 0 0 0 0 SEAN FRISBEE PAST PRESIDENT & CEO 246932 0 0 0 0 0 14816 0 0 0 261748 0 0 0 KEVIN BERRY PRESIDENT & CEO 138435 0 0 0 0 0 8393 0 0 0 146828 0 0 0 CHRISTOPHER TODD GAUER GENERAL MANAGER 101710 0 0 0 0 0 6766 0 0 0 108476 0 0 0 LOUIS HART CFO 94970 0 0 0 0 0 6024 0 0 0 100994 0 0 0 990, PART VII, SECTION A, LINE 5 ALL OFFICERS WERE COMPENSATED BY WEST VIRGINIA UNIVERSITY, AN UNRELATED ORGANIZATION FOR SERVICES PERFORMED FOR THE FILING ORGANIZATION. A CITY OF MORGANTOWN 556000215 2012-11-09 4200000 REFUND OF PRIOR JUNE 10, 2010 ISSUANCE 0 0 0 A 3673484 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 EXCEPT AS OTHERWISE PROVIDED IN THE BYLAWS, THE CHAIRPERSON SHALL APPOINT THE MEMBERS AND CHAIR OF THE STANDING AND SPECIAL COMMITTEES. EACH COMMITTEE SHALL CONSIST OF MORE THAN TWO (2) DIRECTORS, AND MAY INCLUDE EMPLOYEES OR MEMBERS OF THE PUBLIC WHO ARE NOT DIRECTORS. THE AUTHORITY OF EACH COMMITTEE SHALL BE AS SET FORTH IN THESE BY-LAWS OR IN THE RESOLUTION ESTABLISHING IT, SUBJECT TO THE LIMITATIONS IMPOSED BY LAW. ALL COMMITTEE APPOINTMENTS SHALL BE MADE AT THE ANNUAL MEETING OF THE BOARD. 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. 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 CATERING SERVICES: PROGRAM SERVICE EXPENSES 782,025. MANAGEMENT AND GENERAL EXPENSES 9,481. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 791,506. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM PRIOR YEAR.