2024-11-14T13:15:26-08:00 2024-06-30 480882363 MIZE CPAs INC TOWNSITE 2 120 SE 6TH AVE STE 200 TOPEKA KS 66603 990 2023-07-01 480291250 The Kansas University Alumni Association dba KU Alumni Association KANS 7858644760 1266 Oread Avenue Lawrence KS 66045 Dwight S Parman Treasurer 2024-11-01 true true Yvonne G Brownell P00129973 7852330536 2023 2024-10-15 13:58:12Z Heath Peterson 1266 Oread Avenue Lawrence KS 660453169 8704903 false X www.kualumni.org X 1883 KS We build lifelong relationships that strengthen the University of Kansas and the legacy of excellence embodied by its students, alumni, faculty, staff and friends. 26 26 55 2036 459649 5566276 6109113 1051257 1187526 377552 405749 233651 407623 7228736 8110011 0 0 3853529 4304779 0 1156190 2595038 4172203 6448567 8476982 780169 -366971 62687219 64129230 4927273 5192839 57759946 58936391 We build lifelong relationships that strengthen the University of Kansas and the legacy of excellence embodied by its students, alumni, faculty, staff and friends. false false 5515871 1479023 Alumni, Student, and University Programs - The KU Alumni Association provides one of the most comprehensive alumni programs in the country, nurturing a consistently growing, active, and powerful KU community that creates impact for the University of Kansas. Highlights include:1) Networks - 160 domestic, international, and affinity-based networks held events focused on University issues, including campus news, student recruitment, membership advancement, legislative advocacy, and community service. Academic programs served the University through a variety of meetings, events, and newsletters tailored to the needs of individual schools and keeping alumni informed regarding their areas of academic interest. Programmatic offerings for alumni and University friends include in person and virtual events; 2) Adams Alumni Center - Provided banquet and meeting services for University, traditional Association events, and members; 3) Jayhawk Welcome Center (JWC)- An addition to the Adams Alumni Center in spring 2023, the JWC serves as the starting point for campus visits by prospective students and their families, and additionally includes creation of experiences emphasizing both storytelling and spaces for collaboration and celebration for alumni and guests of all ages, hosting over 80,000 guests; 4) Support of intercollegiate athletics - Encouraged and promoted gatherings of alumni and interested persons to support the University athletics programs; 5)Student Alumni Network Programs - Provided opportunities for students to interact with KU alumni, access to a network of mentors, and to learn KU traditions; and 6) Jayhawk Career Network - featuring the digital KU mentoring platform uniting career services across the KU campus with over 18,000 users, including 4,400 students and 32,000 messages since fall 2018. 854252 243250 Publications and communications - Providing coverage of news and issues that affect the University through publication and delivery of the award-winning, quarterly Kansas Alumni magazine to nearly 37,000 Alumni Association members; production of regular (1,000 annually) broadcast emails and announcements reaching over 201,000 members and other KU friends on behalf of the Alumni Association and various University constituencies. Social media and on-line activities reach and engage more than 56,000 followers, 52,000 mobile Alumni app sessions, and nearly 200,000 unique website visits. 520098 Alumni Records - As official record keeper for the University of Kansas for personal and mailing records for the former students and graduates of the University, the Alumni Association continually updates an active biographical records database including over 272,000 degree-holders and nearly 495,000 University alumni and friends. 6890221 true true false true false false false false false true true true false false true true true false false false false false false false true false false false false true false false false false false false false false true false false false false false false false false true 20 0 true 55 true true true false false false false true true false 0 false false false false false false false X 26 26 false false false false false false false true true false true true true true true true true true true false false X Dwight Parman Treasurer 7858644760 1266 Oread Ave Lawrence KS 66045 Heath Peterson President & CEO 40.00 0.00 X 235504 0 26663 Dwight S Parman Treasurer/CFO 40.00 0.00 X 175979 0 27244 Kristi Lacle SVP Ops & Programs 40.00 0.00 170938 0 7650 Jennifer J Sanner Secretary/Sr VP 40.00 0.00 X 149606 0 22701 Angela Riffey Storey SVP Donor Relation 40.00 0.00 137860 0 11843 Teri Harris SVP Rev Dev 40.00 0.00 115496 0 16008 Jodi Nachtigal AVP Finance 40.00 0.00 107053 0 7656 Mary Padilla AVP Strat Comms 40.00 0.00 102468 0 9715 Nick Kallail AVP Network Dev 40.00 0.00 100820 0 10555 Glen Cox '29 Director 1.00 0.00 X 0 0 0 Monique Garcia '28 Director 0.00 0.00 X 0 0 0 Tamara Huff Johnson '27 Director 1.00 0.00 X 0 0 0 Julie Andrews '25 Director 1.00 0.00 X 0 0 0 Gautham Reddy '29 Director 1.00 0.00 X 0 0 0 Jim Small '29 Director 1.00 0.00 X 0 0 0 Francie Stoner '29 Director 1.00 0.00 X 0 0 0 Ryan Pfeiffer '26 Director 1.00 0.00 X 0 0 0 Bobb Meckenstock '26 Director 1.00 0.00 X 0 0 0 Marlon Marshall '28 Director 0.00 0.00 X 0 0 0 Leah Vomhof '29 Director 1.00 0.00 X 0 0 0 Michael Happe Past Chair 1.00 0.00 X 0 0 0 Taylor Burch Chair 1.00 0.00 X X 0 0 0 Joy Maxwell '28 Director 0.00 0.00 X 0 0 0 Jessica Nelson Palm '26 Director 1.00 0.00 X 0 0 0 Becky Sloan '26 Director 1.00 0.00 X 0 0 0 Joseph Courtright '25 Chair Elect 1.00 0.00 X 0 0 0 Keturah Harding Pohl Director 1.00 0.00 X 0 0 0 Allen Fee '25 Director 1.00 0.00 X 0 0 0 Joseen Bryant '29 Director 1.00 0.00 X 0 0 0 Chip Hilleary '29 Director 1.00 0.00 X 0 0 0 Jodi Sellers '25 Director 1.00 0.00 X 0 0 0 David Ochoa '28 Director 0.00 0.00 X 0 0 0 Lisa Evans Tuchtan '26 Director 1.00 0.00 X 0 0 0 Lisa Stump '28 Director 0.00 0.00 X 0 0 0 Paul Wise '28 Director 0.00 0.00 X 0 0 0 1295724 140035 9 false true false KU Athletic Corporation 1651 Naismith Drive Lawrence KS 66045 Shared event expenses 106903 Augeo Experiences LLP 111 Cheshire Lane Suite 100 Minnetonka MN 55305 Event costs/planning 271051 Royle Printing 745 S Bird Street Sun Prairrie WI 53590 Printing 107372 3 690025 556114 717617 4145357 416696 6109113 Aux. Event Revenue/Fees 812900 122359 122359 JWC operating subsidy 399771 399771 Periodical Advertising 180086 180086 QualifiedCorp sponsorship 257616 257616 Travel Tour Commissions 164530 164530 63164 63164 1187526 405749 405749 0 461204 461204 0 0 227307 556114 571068 -343761 -343761 0 307440 23824 283616 231747 51869 OTHER REVENUE 6564 6564 6564 8110011 1018057 459649 523192 0 0 0 0 1005278 772524 104826 127928 0 2610486 2123757 62561 424168 192183 152834 8161 31188 247609 196415 9420 41774 249223 198590 11520 39113 0 10513 1052 9461 60289 -48581 43797 65073 0 0 0 556236 495649 17694 42893 6055 4325 500 1230 197559 106150 5657 85752 207168 99988 32620 74560 0 270727 164802 39120 66805 107248 79631 14636 12981 0 382307 288259 45302 48746 0 314667 314667 1444985 1429680 4658 10647 154216 152677 267 1272 Printing and Publications 200092 155357 2409 42326 Dues/Admissions 166340 141110 15694 9536 Postage and Shipping 93801 61335 2268 30198 0 8476982 6890221 430571 1156190 0 240893 262109 0 408523 481540 0 0 0 0 113644 95620 33854671 5133140 29883035 28721531 0 32041124 34568430 0 0 0 62687219 64129230 815650 1160414 1229312 1400915 2882311 2631510 4927273 5192839 X 38570419 38672808 19189527 20263583 57759946 58936391 62687219 64129230 X -366971 1257193 286223 X false true X true false X 3657604 8667520 7285837 5566276 5391496 30568733 0 0 3657604 8667520 7285837 5566276 5391496 30568733 848139 29720594 1495153 1268232 806476 858824 866953 5295638 0 0 35864371 3959400 0.82870 0.78550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false true true false true false false true true true 41144 41144 false false Part II-B, Line 1i - Other Activities Description Jayhawks for Higher Education, organized by the Alumni Association, is comprised of volunteer alumni throughout the state of Kansas. The function of Jayhawks for Higher Education is to encourage adequate State of Kansas support for higher educational appropriations. Jayhawks for Higher Education supports the requests of the Kansas Board of Regents for the state educational institutions under its jurisdiction. At no time does Jayhawks for Higher Education partake in partisan political matters or contribute to or support individual political campaigns. The group's only role is to encourage the support by elected state officials of the state's higher educational needs.Most communications occur via email updates to over 1,500 Jayhawks for Higher Education members at key points throughout the legislative session, asking them to take action by calling or corresponding with their local lawmakers on issues of importance to KU and higher education. The Alumni Association's expenses principally consist of allocated salaries, benefits, and overhead. Part IV - Additional Information 5138857 476766 238813 5376810 5317160 46487 224790 5138857 5342452 185575 210867 5317160 4192873 1355807 206228 5342452 4467921 -70831 204217 4192873 true false false 345215 345215 27841826 3492325 24349501 163529 59162 104367 5504101 1581653 3922448 28721531 34568430 Adv on pledges for construction costs 2631510 2631510 X 10100956 1257193 881115 2138308 7962648 147363 147363 8110011 8924511 594892 594892 8329619 147363 147363 8476982 Part V, Line 4: Intended uses of the endowment fund. The Alumni Association maintains a board-designated endowment fund established to provide funds for services to life members (Schedule D, Part V, Lines 1-2). The Alumni Association also is designated income recipient for certain permanent endowment funds under both ownership and control of the KU Endowment Association but which are held and administered by the Endowment Association in perpetuity for the Alumni Association's benefit (Schedule D, Part V, Line 3a). These endowments are reported as Beneficial Interests in Endowment Funds in Part X, Balance Sheet. Income distributions from the Beneficial Interests, which are subject to the Endowment Association's spending policies, are reflected as contributions in Part I, Line 8. Income distributions from these endowments supplement the Alumni Association's operations and also provide for upkeep and maintenance of the Adams Alumni and Jayhawk Welcome Centers. Part X : FIN48 Footnote The Alumni Association's accounting policy for the evaluation of uncertain tax positions is to review those positions on an annual basis. A liability would be recorded in the financial statements during the period which, based on all available evidence, management believes it is more likely than not that the tax position would not be sustained upon examination by taxing authorities and the liability would be incurred by the Alumni Association Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Increase in beneficial interest in endow $286223 Cost of sales-inventory and spec. events $594892 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S RCF/Roundup auction item contributions $147363 Part XII, Line 2d: Other expenses and losses per audited F/S Cost of sales-inventory and spec. events $594892 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S RCF/Roundup auction item contributions $147363 X false Rock Chalk Forever 676095 472913 203182 25000 88563 80756 334892 Jayhawk Roundup 107326 83201 24125 11012 30845 783421 556114 227307 25000 99575 80756 365737 571068 -343761 X X true true X X false false false false false false false false false Dwight S Parman Treasurer/CFO 163874 12105 8420 18824 203223 Heath Peterson President & CEO 220245 15259 10737 15926 262167 Jennifer J Sanner Secretary/Sr VP 146491 3115 7527 15174 172307 Kristi Lacle SVP Ops & Programs 155795 15143 7650 178588 Part I, Line 1a: Relevant information in regards to selections on 1a. Travel for companions: The Alumni Association occasionally pays travel expenses for a spouse to accompany an employee to assist in a volunteer capacity with alumni relations or donor development when attendance at an event or program is required by the employee as part of his or her work responsibilities. For spouse expenses to be reimbursable, the program or event in which the spouse is included must include spouses of guests.Health or social club dues: The Alumni Association pays the country club membership dues of certain employees. These payments are periodically analyzed and reported as taxable compensation, to the extent these membership dues payments are deemed to be personal, rather than business related. Auction Items 344 147363 Fair value Pledges 269333 Fair value false true false Form 990, Part VI, Section B, Line 11b Audit Committee members receive and review the Form 990 on behalf of the Board of Directors prior to filing. An Audit Committee report on the review is subsequently made to the Board of Directors, and copies of the Form 990 as filed are provided to any Board member upon request. Form 990, Part VI, Section B, Line 12c Employees and all members of both the Board of Directors and Audit Committee are annually requested to complete and submit in writing to the President & CEO a Conflict of Interest, Confidentiality, and Security Agreement form. This form discloses financial interests of the employee, director, or Audit Committee member with which the Alumni Association is also potentially a party, including but not limited to transactions or agreements; potential ownership or investment interests in any entity with which the Alumni Association is negotiating a transaction or arrangement; and ownership, investment, or compensation interests in an organization which is in competition with the Alumni Association. The Chair of the Board of Directors is to become familiar with the statements of the President & CEO and all Board and Audit Committee members. The Chair-Elect of the Board of Directors and the President & CEO are to become familiar with the statement filed by the Chair. Form 990, Part VI, Section B, Line 15a The Alumni Association's Executive Committee annually conducts a performance evaluation of the President & CEO and functions as a compensation committee. In evaluating the President and CEOs performance, the Executive Committee solicits input from the President & CEO and all directors. The Executive Committee then determines the President and CEOs compensation and benefits. This determination is based upon performance of the President & CEO and the organization as a whole as well as annual salary survey results obtained from peers in similar organizations. The results of the performance review and the Executive Committees conclusion regarding the President and CEOs compensation and benefits are reported to the Board of Directors in an executive session at its May meeting each year. All management personnel of the Alumni Association, including the President & CEO, are excluded from all meetings of the Executive Committee and Board of Directors in which performance and compensation of the President & CEO are considered. Form 990, Part VI, Section C, Line 19 The Alumni Association's governing documents are filed with the Kansas Secretary of State's office. Copies of governing documents, policies, and audited financial statements are available upon request. Summary financial information is presented within the Alumni Association's annual report each fall on the Alumni Association's website. Form 990, Part XI, Line 9 Increase in beneficial interests @ KU Endowment = $286223