Charles Swift
Allison Porter



However well-conceived its initiatives, however worthy its mission, an organization’s success ultimately depends upon a solid foundation of fiscal health. This requires the prudent management and disciplined use of all resources. So we are pleased to report that, over the past two years, Marketing EDGE has maintained—and bolstered—its solid financial footing.

Without question, Marketing EDGE is committed to taking a conservative approach to financial matters. Yet as any CEO knows, a record of fiscal responsibility is no assurance of continuing health. Constant stewardship is needed in changing times. From 2012–14, Linda Gridley and Kent Johnson led our finance, audit, and investment committee, and overseeing a number of steps to ensure our organization’s continued efficiency and strength.

Included in our activities these past two years was a thorough evaluation of our organization’s investment manager and policies. As part of the process, we transitioned the management of our endowment to The Sardana Group, which administers not-for-profit organizations as part of UBS, the international financial services company. Additionally, a comprehensive review of our designated funds took place to ensure up-to-date management of each fund to align consistently with current programs, with a reporting schedule implemented to keep appointed fund administrators fully informed. These are only some of our efforts to support the board in monitoring the level of our operating expenses and the use of endowed funds.

We invite you to take a more detailed look at our most recent financials (provided below). And we thank our organization’s board, staff, and benefactors for helping to provide a decided edge to aspiring practitioners in the field of marketing.

Charles Swift, Treasurer
Allison Porter, Assistant Treasurer


Fiscal Year July 1 – June 30



Support & Revenue:
Contributions received
Next Generation Leader
Investment return
Journal of Interactive Marketing
Lee Epstein Fund
Special Events net of direct benefit to donors of $205,767 and $190,504 in 2014 and 2013, respectively
In-kind contributions
Total Support & Revenue


Program services
Supporting services:
Total Supporting Services
Total Expenses
Unrealized gain on investments
Change in Net Assets


Beginning of year
End of year

Marketing EDGE is a non-profit corporation organized under the laws of the State of Illinois. The mission of Marketing EDGE is to Educate, Develop, Grow, and Employ college students in the field of Marketing. Marketing EDGE is exempt from income taxes under Section 501 (c) (3) of the Internal Revenue Code.

Condon O’Meara McGinty & Donnelly LLP has audited Marketing EDGE’s complete financial statements, which include the statements of financial position as of December 31, 2013 and 2012, and the related statements of activities and cash flows for the years then ended and has expressed an unqualified opinion on them. A copy of such statement is available from the Direct Marketing Association Finance Department, upon request.