2026-05-13T13:40:17-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 121 SOUTH TEJON STREET SUITE 1100 COLORADO SPRINGS CO 80903 990 2024-07-01 550372697 WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION INC WEST 3042939820 PO BOX 4269 MORGANTOWN WV 265044269 KEVIN BERRY CEO 3042939820 2026-05-12 1 1 SARAH HINTZ P00492291 7196350330 2026-04-30 2024 2025-03-06 01:10:19Z KEVIN BERRY PO BOX 4269 MORGANTOWN WV 265044269 3924219 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 27 197208 0 353705 401237 1741199 1908359 173292 132913 82620 49514 2350816 2492023 16969 11090 0 0 0 0 0 0 50276 2506187 2718518 2523156 2729608 -172340 -237585 18219063 17911744 753913 568676 17465150 17343068 THE WVU ALUMNI ASSOCIATION PROVIDES LIFE-LONG SUPPORT OF OUR ALUMNI AND FRIENDS AND SERVES THE INTERESTS OF THE UNIVERSITY. 0 0 1407937 0 1591310 HOLDS CATERING EVENTS AT THE ALUMNI CENTER FOR UNIVERSITY DEPARTMENTS AND FOR MEMBERS AND FRIENDS OF THE ALUMNI ASSOCIATIONS. 436455 11090 119841 HOLD VARIOUS ACTIVITIES AND EVENTS TO BRING MEMBERS TOGETHER, PROMOTE FELLOWSHIP AND SERVICE TO WEST VIRGINIA UNIVERSITY. 120680 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. 1965072 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 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 1 ALUMNI DRIVE MORGANTOWN WV 26506 X MARILYN MCCLURE-DEMERS CHAIR 3.00 X X 0 0 0 SHARON FLANERY VICE CHAIR 3.00 X X 0 0 0 GABRIELLE ST LEGER TREASURER 3.00 X X 0 0 0 ZACH MENDELSON SECRETARY 3.00 X X 0 0 0 MICHAEL BELL DIRECTOR 3.00 X 0 0 0 KAMAU BROWN DIRECTOR 3.00 X 0 0 0 MICHAEL D'ANNUNZIO DIRECTOR 3.00 X 0 0 0 KEVIN ELLIS DIRECTOR 3.00 X 0 0 0 COREY FARRIS DIRECTOR 3.00 X 0 0 0 DARREN FEELEY DIRECTOR 3.00 X 0 0 0 MARK GAVIN 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 ABE KEY 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 TRACY SCHOENADEL DIRECTOR 3.00 X 0 0 0 VERONIQUE VERNOT 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 DENISE WORKMAN DIRECTOR 3.00 X 0 0 0 KEVIN BERRY PRESIDENT & CEO 40.00 X 0 0 0 TIM POVENSKI 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 64222 47116 289899 4000 401237 EVENT REVENUE 711300 1788518 1591310 197208 ALUMNI ACTIVITIES & EVENTS 711300 119841 119841 1908359 67648 67648 27434 27434 31580 0 31580 31580 31580 1470000 1404735 65265 65265 65265 17961 47116 27461 -9500 -9500 2492023 1711151 197208 182427 X 11090 11090 467669 244957 183378 39334 30800 30800 101051 5441 95610 1106827 1063729 43098 20908 20308 600 48165 41462 6703 136771 96139 40632 24318 7357 6019 10942 12373 7424 4949 518282 310969 207313 109078 65447 43631 REPAIRS & MAINTENANCE 63016 37810 25206 FEES & TAXES 35069 27761 7308 MISCELLANEOUS EXPENSE 33527 14514 19013 EQUIPMENT RENTAL 10551 10551 113 113 2729608 1965072 714260 50276 1288120 1666333 708466 562402 153954 114413 178147 150272 6897 6842 51545 46420 20596042 9547354 11533305 11048688 3826427 3852890 202702 193984 269500 269500 18219063 17911744 511888 368439 194711 200237 47314 0 753913 568676 X 16576238 16379333 888912 963735 17465150 17343068 18219063 17911744 -237585 115503 0 X X 0 1 X 1 0 X 1143433 4057958 516356 353705 401237 6472689 1143433 4057958 516356 353705 401237 6472689 6472689 163317 86489 89844 149342 126662 615654 7088343 6513451 0.91310 0.91690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 269500 X 0 1040836 53368 79518 57028 1116694 1066613 2283 17005 45065 1040836 1174700 54631 -115271 47447 1066613 1080795 233752 174439 314286 1174700 884598 2040 244383 50226 1080795 0.13697 0.65377 0.20925 1 0 660549 660549 18157989 7861562 10296427 1777504 1685792 91712 11048688 BENEFICIAL INTEREST IN ASSETS HELD BY WVUF 3852890 F 3852890 4096805 115503 1465818 1581321 2515484 -23461 -23461 2492023 4218887 1465818 1465818 2753069 -23461 -23461 2729608 PART III, LINE 4: WORK OF ART HELD CONSISTS OF A BURL JONES BRONZE MOUNTAIN MAN STATUE LOCATED IN THE PARK NEXT TO THE ALUMNI BUILDING, A HAND CARVED RIFLE, AND "THE SPIRIT" PAINTING. THESE COLLECTIONS DEPICT ALUMNI FELLOWSHIP OVER 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 -23,461. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -23,461. MARMADUKE DENT DINNER 65077 47116 17961 4000 13961 9500 65077 47116 17961 4000 13961 9500 27461 -9500 1 WEST VIRGINIA UNIVERSITY PO BOX 6005 MORGANTOWN WV 26506 556000842 WEST VIRGINIA 11090 0 N/A N/A SCHOLARSHIPS 1 0 PART I, LINE 2: ALL STUDENT GRANT RECORDS ARE MAINTAINED BY THE UNIVERSITY. 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: $161,340 BONUS/INCENTIVE: $0; OTHER REPORTABLE COMPENSATION: $0, DEFERRED COMPENSATION: $9,763, OTHER NONTAXABLE BENEFITS: $0 2. NAME: TIM POVENSKI, ROLE: OFFICER, TITLE: GENERAL MANAGER BASE COMPENSATION: $108,493 BONUS/INCENTIVE: $0; OTHER REPORTABLE COMPENSATION: $0, DEFERRED COMPENSATION: $6,509, OTHER NONTAXABLE BENEFITS: $0 3. NAME: LOUIS HART, ROLE: OFFICER, TITLE: CFO BASE COMPENSATION: $107,497 BONUS/INCENTIVE: $0; OTHER REPORTABLE COMPENSATION: $0, DEFERRED COMPENSATION: $6,526, OTHER NONTAXABLE BENEFITS: $0 FORM 990, PART VI, SECTION A, LINE 6 TO BE AN 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. 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 PROVIDES 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. THE RESULTS OF THE DELIBERATIONS ARE DOCUMENTED IN THE BOARD'S MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 18 THE WVU ALUMNI ASSOCIATION'S FORM 990 AND FORM 1023 ARE 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 1,062,196. MANAGEMENT AND GENERAL EXPENSES 16,162. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,078,358. FOUNDATION ADVANCEMENT FEES: PROGRAM SERVICE EXPENSES 1,533. MANAGEMENT AND GENERAL EXPENSES 26,936. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,469. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.