0 0 Form 990 Return of Organization Exempt From Income Tax OMB No 1545-0047 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) Department of the Treasury 2003 Internal Revenue Service The organization ma have to use a co of this return to satisfy state reporting requirements . A For the 2003 calendar ear, or tax ear beginning 7/1/2003 and B Check if applicable Please C Name of organization D Employer identification number Address change use SRS Princeton University Alumni label or Organization ?2-2711242 Number and street (or P O box d mad is not delivered to street address) FjName change print or Room/Suite I E Telephone number type Dlnitial return s P.O. Box 35 1 S'8`'"` City or town State or country aFmal return Instruc" ZIP + 4 F Accounting method CashAccrual lions DAmended return Princeton NJ 08544-0035 (Other (specify) FlAppliC2tion pending 0 Section 507(c)(3) organizations and 4947(a)(1) nonexempt charitable H and 1 are not applicable to section 527 o anizahons trusts must attach a completed Schedule A (Form 990 or 990-EZ). H(a) Is this a group velum for affiliates? Yes a NO H(b) If "Yes," enter number of affiliates 1 140 Are H(c) all affiliates included? EJ Yes a No J Organization type (check only one) 1 E501(c) ( 3 ) 1 (insert no ) 1:14947(a)(1) or x527 (If "No," attach a list See instructions ) K Check here III,- [:]d the organization's gross receipts are normally not more than $25,000 The H(d) Is this a separate return filed by an or anization organization need not file a return with the IRS, but if the organization received a Form 990 Package in the covered by a group rulings ~ Yes aNo mad, it should file a return without financial data Some states require a complete return . I Group Exemption Number " 9126 M Check " Elf the organization is not required '~ ross recei is Add lines 6b 8b 9b and 10b to line 12 . 3,955 ,8601 to attach Sch B (Form sso, 990-EZ, or 990-PF) Revenue, Expenses, and Changes in Net Assets or Fund Balances (See page 18 of the instructions .) on 1 Contributions, gifts, grants, and similar amounts received . r a Direct public support . 1a 151 511 L b Indirect public support . 1b ~"- c Government contributions (grants) . 1c d Total (add lines 1 a through 1c) (cash $ ~5~ ,5~ 1 noncash $ ) 1 d 151 ,511 LW " 2 Program service revenue including government fees and contracts (from Part VII, line 93) . 2 2,848 , 146 0 3 Membership dues and assessments . 3 624 ,802 4 Interest on savings and temporary cash investments . 4 26,271 G 5 Dividends and interest from securities . 5 68,724 U. 6 a Gross rents . 6a . b less rental expenses . 6b c Net rental income or (loss) (subtract line 6b from line 6a) . 6c 0 7 Other investment income (describe 1 7 0 8 a Gross a of assets other A Securities B Other ~in~gr~ ~ 236 ,406 8a 0 b L orb sales . expenses . 53 ,546 8b 0 c Gain or (loss) (attac edule) . 182 ,860 8c 0 ii ~ d ~t~ai~ dL (f~§~(co i e line 8c, columns (A) and (B)) . 8d 182 ,860 9 Special events and acts it1~ (attach schedule). If any amount is from gaming, check here 01 ~ incu ing $ . 151,511 of c e reed on line 1 a) . 9a 0 ec expenses other than fundraising expenses 9b 0 // c Net income or (loss) from special events (subtract line 9b from line 9a) . 9c 0 10a Gross sales of inventory, less returns and allowances . 10a o b Less . cost of goods sold . 10b // ~ c Gross profit or (loss) from sales of inventory (attach schedule) (subtract line 10b from line 10a) 10C 0 11 Other revenue (from Part VII, line 103) . 11 0 757.7 12 Total revenue add lines 1d, 2 3, 4 5 6c 7 8d 9c 10c, and 11 12 3,902 ,314 13 Program services (from line 44, column (B)) . 13 3,340 ,311 d 14 Management and general (from line 44, column (C)) . 14 0 Wd 15 Fundraising (from line 44, column (D)) . 15 0 16 Payments to affiliates (attach schedule) . 16 0 17 Total expenses add lines 16 and 44 column A 17 3,340 ,311 18 Excess or (deficit) for the year (subtract line 17 from line 12) . 18 562 ,003 ~ w 19 Net assets or fund balances at beginning of year (from line 73, column (A)) . 19 1 ,878 ,231 20 Other changes in net assets or fund balances (attach explanation) . 20 0 : 21 Net assets or fund balances at end of ear combine lines 18 19 and 20 21 2,440 ,234 For Paperwork Reduction Act Notice, see the separate instructions . Form 990 (2003) (HTA) N~~ 9 Form 990 2003 r Princeton Universi ty Alumni Organization 22-2711242 Page 2 ~ Statement of All organizations must complete column (A) Columns (B), (C), and (D) are required for section 501(c)(3) and (4) organizations Functional Expenses and section 4947(a)(1) nonexempt charitable trusts but optional for others (See page 22 of the instructions ) Do not include amounts reported on line (B) Program I (C) Management A Total I (D) Fundraising services and general 22 Grants and allocations (attach schedule) (cash $ 351,697 noncash $ 0 ) 22 351 ,697 351 23 Specific assistance to individuals (attach schedule) 23 0 24 Benefits paid to or for members (attach schedule) 24 0 25 Compensation of officers, directors, etc 25 0 26 Other salaries and wages . 26 0 27 Pension plan contributions . 27 0 28 Other employee benefits . 28 0 29 Payroll taxes . 29 0 30 Professional fundraising fees 30 0 31 Accounting fees . 31 0 32 Legal fees . 32 ~ 0 33 Supplies . 33 14 .088 14 34 Telephone . 35 Postage and shipping . 35 235,2 23 36 Occupancy . 36 37 Equipment rental and maintenance 37 38 Panting and publications . 38 124 8 39 Travel . 39 i ll 1,1 40 Conferences, conventions, and meetings 40 2,197,9 2.197,E 41 Interest . 41 42 Depreciation, depletion, etc. (attach schedule) 43 Other expenses not covered above (itemize) : a Other ---------------- 93,71 b Dues 21 .15 c d 43d e 43e f 43f 44 Total-------------------------------------------------------- functional expenses (add lines 22 through 43) Organizations completing columns (B)-(D), carry these totals to lines 13-15 . ¢e{ 3 .340 .311 Joint Costs. Check " "if you are following SOP 98-2 . Are any joint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services " ayes X No If "Yes," enter (i) the aggregate amount of these joint costs $ 0 ; (ii) the amount allocated to Program services $ iii the amount allocated to Management and general $ ' and iv the amount allocated to Fundraising $ Statement of Program Service Accomplishments (See page 25 of the instructions .) Program service What is the organization's primary exempt purpose? " See attached ---------------------------------------------------------- Expenses All organizations must describe their exempt purpose achievements in a clear and concise manner . State the number Required roe 501(c)(3) and (a) org5 , and asa7(a)(>) of clients served, publications issued, etc . Discuss achievements that are not measurable . Section 501 (c)(3) and 4 trusts, but optional for organizations and 4947(a)(1) nonexempt charitable trusts must also enter the amount of grants and allocations to others .) others ~ a Educational and General _ Princeton-University is aprivately_endowed non-sectarian institution of higher . learning with approximately 4700 undergraduate_and 2000 graduate students _______________ ._______________ .___ ----------------------------------------------------------------------------------------------------------- Grants and allocations 351 ,697 ) 3,340 , 311 b ----------------------------------------------------------------------------------------------------------- ----------------------------------------------------------------------------------------------------------- Grants and allocations $ c ----------------------------------------------------------------------------------------------------------- ----------------------------------------------------------------------------------------------------------- Grants and allocations d ----------------------------------------------------------------------------------------------------------- ----------------------------------------------------------------------------------------------------------- Grants and allocations e Other program services attach schedule Grants and allocations $ f Total of Program Service Expenses (should equal line 44, column (B), Program services) . " 3,340,311 Form 990 (2003) Form 990 (2003) " Princeton University Alumni Organization -22-2711242 Page 3 Balance Sheets (See page 25 of the instructions .) Note: Where required, attached schedules and amounts within the description (A) (B) column should be for end-of-year amounts only, Beginning of year End of year 45 Cash-non-interest-bearing . 175,614 45 325,216 46 Savings and temporary cash investments . 1 ,525,169 46 1 ,830,567 47 a Accounts receivable . 47a 25,027 b Less: allowance for doubtful accounts . 47b 0 72 ,164 47c 25,027 48 a Pledges receivable . 48a 0 b less: allowance for doubtful accounts . 48b 0 0 48c 0 49 Grants receivable . 49 50 Receivables from officers, directors, trustees, and key employees (attach schedule) . 0 50 0 51 a Other notes and loans receivable (attach d schedule) . 51a 0 ~/i a b less: allowance for doubtful accounts . 51b 0 0 51c 0 52 Inventories for sale or use . 52 53 Prepaid expenses and deferred charges . 53 54 Investments-securities (attach schedule) " OX Cost OFMV 627,009 54 651 ,477 55 a Investments-land, buildings, and equipment: basis . 55a 0 b Less: accumulated depreciation (attach schedule) . 55b 0 0 55c 0 56 Investments-other (attach schedule) . 0 56 0 57 a Land, buildings, and equipment: basis . 57a 0 b Less: accumulated depreciation (attach E schedule) . 57b 0 0 57c 0 58 Other assets (describe " ) 0 58 0 59 Total assets add lines 45 through 58 must equal line 74 . 2,399,956 59 2,832,287 60 Accounts payable and accrued expenses . 521 ,725 60 392,053 61 Grants payable . 61 62 Deferred revenue . 62 63 Loans from officers, directors, trustees, and key employees (attach a schedule) .