Attach to Form 990 or Form 990-EZ.
See separate instructions.| (i) Name of supported organization |
(ii) EIN |
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) |
(iv) Is the organization in col. (i) listed in your governing document? |
(v) Did you notify the organization in col. (i) of your support? |
(vi) Is the organization in col. (i) organized in the U.S.? |
(vii) Amount of support? |
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|---|---|---|---|---|---|---|---|---|---|
| Yes | No | Yes | No | Yes | No | ||||
| (1)
WRIGHT STATE UNIVERSITY |
310732831 | 501(c)(1) | Yes | Yes | Yes | 0 | |||
| Total | 0 | ||||||||
| Calendar year(or fiscal year beginning in) | (a) 2007 | (b) 2008 | (c) 2009 | (d) 2010 | (e) 2011 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3.. | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public Support. Subtract line 5 from line 4. | ||||||
| Calendar year(or fiscal year beginning in) | (a) 2007 | (b) 2008 | (c) 2009 | (d) 2010 | (e) 2011 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. | ||||||
| 11 | Total support (Add lines 7 through 10). | ||||||






| Calendar year(or fiscal year beginning in) | (a) 2007 | (b) 2008 | (c) 2009 | (d) 2010 | (e) 2011 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public Support (Subtract line 7c from line 6.) | ||||||
| Calendar year (or fiscal year beginning in) | (a) 2007 | (b) 2008 | (c) 2009 | (d) 2010 | (e) 2011 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) | ||||||
| 13 | Total support (Add lines 9, 10c, 11 and 12.). | ||||||




| Facts And Circumstances Test |
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| Explanation |
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| Software ID: | 11000230 |
| Software Version: | v2011.1.0 |
Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| Classes of members or stockholders | Form 990, Part VI, Section A, Line 6 | THE MEMBERS OF THE ALUMNI ASSOCIATION ARE CLASSIFIED AS VOTING AND NON-VOTING MEMBERS. VOTING MEMBERS SHALL HAVE THE RIGHT TO VOTE ON ALL MATTERS THAT REQUIRE A VOTE OF THE MEMBERS AND CONSIST OF THE FOLLOWING TYPE OF MEMBERSHIPS: - ANNUAL MEMBERS, - LIFE MEMBERS, - NEW GRADUATE MEMBERS, - COMPLIMENTARY MEMBERS; AND - CHARTERED MEMBERS. NON-VOTING MEMBERS MAKE UP THE FOLLOWING CATEGORIES OF MEMBERS: - ASSOCIATE MEMBERS, - AFFILIATE MEMBERS, - HONORARY MEMBERS; AND - COMPLIMENTARY MEMBERS ALL VOTING AND NON-VOTING MEMBERS SHALL HAVE THE SAME RIGHTS AND PRIVILEGES, AS SUCH RIGHT SAND PRIVILEGES SHALL BE ESTABLISHED AND MODIFIED BY THE BOARD FROM TIME TO TIME BY A MAJORITY VOTE OF THE BOARD, HOWEVER, THAT NON-VOTING MEMBERS SHALL NOT BE PERMITTED TO: 1) SERVE AS A DIRECTOR OF THE BOARD; 2) VOTE ON ANY MATTER SUBMITTED TO THE MEMBERS FOR APPROVAL; AND 3) OBTAIN A WSU ALUMNI ID. |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | THE 990 IS REVIEWED BY THE ALUMNI ASSOCIATION TREASURER AND THE EXECUTIVE DIRECTOR OF THE OFFICE OF ALUMNI RELATIONS. THE RETURN IS THEN PRESENTED TO MEMBERS OF THE FINANCE COMMITTEE FOR THEIR REVIEW AND APPROVAL. EACH BOARD MEMBER IS PROVIDED A COPY PRIOR TO FILING WITH THE IRS. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | BOARD MEMBERS OF THE WRIGHT STATE UNIVERSITY ALUMNI ASSOCIATION ARE ANNUALLY REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY STATEMENT AND TO DISCLOSE ANY POTENTIAL CONFLICTS THAT MAY EXIST. THESE DISCLOSURES ARE REVIEWED BY THE ALUMNI ASSOCIATION'S BOARD AFFAIRS COMMITTEE, WHICH IS COMPRISED OF PAST PRESIDENTS OF THE ALUMNI ASSOCIATION. BOARD MEMBERS ARE EXPECTED TO ABSTAIN FROM SELF-DEALING AND ANY VOTES THAT MAY BE BIASED BY PERSONAL CONFLICTS OF INTEREST. THE ANNUAL DISCLOSURE PROCEDURE HELPS THEM IDENTIFY AND AVOID SUCH CONDITIONS. BOARD MEMBERS ARE ALSO REQUIRED TO REPORT ANY CHANGES IN EMPLOYMENT OR COMMUNITY SERVICE AS THEY OCCUR TO THE ALUMNI ASSOCIATION EXECUTIVE COMMITTEE. |
| WHISTLEBLOWER POLICY | FORM 990, PART VI, LINE 13 | DUE TO THE SMALL SIZE OF THE ORGANIZATION, THEY HAVE NOT APPROVED A WRITTEN WHISTLEBLOWER POLICY. |
| Governing documents, conflict of interest policy and financial statements available to the public | Form 990, Part VI, Section C, Line 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE GENERALLY MADE AVAILABLE UPON REQUEST. |
| Average hours worked per week for related organization | Form 990, Part VII, Section A, Column B | GREG SCHARER - IS OFFICIALLY AN EMPLOYEE OF THE WRIGHT STATE UNIVERSITY AND IS PAID BY THE UNIVERSITY SO APPROXIMATELY 40HRS A WEEK IS DEVOTED TO WRIGHT STATE UNIVERSITY, A RELATED ORGANIZATION. SUSAN SMITH - IS NO LONGER THE EXECUTIVE DIRECTOR OF ALUMNI RELATIONS BUT DURING PART OF THE YEAR WHEN SHE WAS IN THIS ROLE, SHE WAS OFFICIALLY AN EMPLOYEE OF AND PAID BY WRIGHT STATE UNIVERSITY. APPROXIMATELY 40HRS A WEEK WAS DEVOTED TO WRIGHT STATE UNIVERSITY, A RELATED ORGANIZATION. |
| Other changes in net assets or fund balances | Form 990, Part XI, Line 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - -58314; |
| Software ID: | 11000230 |
| Software Version: | v2011.1.0 |