2025-05-07T12:13:17-05:00 2024-06-30 420714325 RSM US LLP 4650 EAST 53RD STREET DAVENPORT IA 528073479 990 2023-07-01 376006004 UNIVERSITY OF ILLINOIS ALUMNI ASSOCIATION UNIV 2173333329 601 S LINCOLN AVE ALICE CAMPBELL URBANA IL 61801 DAVID BAMBREY PRESIDENT 2173333329 2025-04-29 1 0 ERICA L CRAIG P02109597 5638884000 2025-04-29 2023 2025-03-06 01:10:19Z DAVID BAMBREY 601 S LINCOLN AVE ALICE CAMPBELL URBANA IL 61801 9846896 0 X WWW.UIAA.ORG X 1912 IL THE MISSION OF THE UNIVERSITY OF ILLINOIS ALUMNI ASSOCIATION IS TO ENHANCE AND ADVANCE THE RELATIONSHIP BETWEEN THE UNIVERSITY OF ILLINOIS AT URBANA-CHAMPAIGN (THE UNIVERSITY) AND ALL ITS ALUMNI; TO INSPIRE LIFELONG LOYALTY AND PRIDE AMONG ALUMNI AND FRIENDS BY STRENGTHENING THEIR RELATIONSHIP WITH THE UNIVERSITY; AND TO EDUCATE THE PUBLIC ABOUT THE VALUE OF THE UNIVERSITY AND ITS ALUMNI. 15 15 32 15 224330 0 2050606 1189488 390071 206140 624333 316277 1365988 1290199 4430998 3002104 26000 22000 0 0 2826824 2799580 0 0 732295 2583083 2357646 5435907 5179226 -1004909 -2177122 24981522 25025541 467611 577150 24513911 24448391 X THE MISSION OF THE UNIVERSITY OF ILLINOIS ALUMNI ASSOCIATION IS TO ENHANCE AND ADVANCE THE RELATIONSHIP BETWEEN THE UNIVERSITY OF ILLINOIS AT URBANA-CHAMPAIGN (THE UNIVERSITY) AND ALL ITS ALUMNI; TO INSPIRE LIFELONG LOYALTY AND PRIDE AMONG ALUMNI AND FRIENDS BY STRENGTHENING THEIR RELATIONSHIP WITH THE UNIVERSITY; AND TO EDUCATE THE PUBLIC ABOUT THE VALUE OF THE UNIVERSITY AND ITS ALUMNI. 0 0 1695022 22000 563700 THE UNIVERSITY OF ILLINOIS ALUMNI ASSOCIATION (ALUMNI ASSOCIATION) PROVIDES A WIDE RANGE OF PROFESSIONAL ALUMNI RELATIONS SERVICES, INCLUDING EVENT PLANNING; ORGANIZING AND ASSISTING ALUMNI CLUBS, CHAPTERS AND SPECIAL INTEREST GROUPS; AND, CELEBRATION AND RECOGNITION OF ALUMNI ACCOMPLISHMENTS, INCLUDING AWARDS. THE ALUMNI ASSOCIATION PROVIDES THESE SERVICES THROUGH ITS OFFICES ON THE URBANA CAMPUS AND THE ILLINI CENTER IN DOWNTOWN CHICAGO. THE ALUMNI ASSOCIATION ALSO MANAGES THE ALICE CAMPBELL ALUMNI CENTER IN URBANA, WITH A VARIETY OF SPACES AVAILABLE FOR EVENTS. THE ALICE CAMPBELL ALUMNI CENTER IS ALSO HOME TO THE RICHMOND FAMILY WELCOME GALLERY, WHICH SERVES AS A SHOWCASE FOR THE UNIVERSITY'S RICH HISTORY, TRADITIONS, AND GLOBAL IMPACT, FEATURING INTERACTIVE EXHIBITS ABOUT THE UNIVERSITY AND PERSONAL STORIES OF ALUMNI, FACULTY AND STUDENTS FROM THE PAST 150 YEARS. 852614 22638 THE UNIVERSITY OF ILLINOIS ALUMNI ASSOCIATION (ALUMNI ASSOCIATION) PRODUCES A VARIETY OF COMMUNICATIONS ABOUT THE UNIVERSITY OF ILLINOIS AND ITS ALUMNI. THE ALUMNI ASSOCIATION PRODUCES UP TO FOUR ISSUES PER YEAR OF ITS ALUMNI MAGAZINES FOR THE URBANA AND SPRINGFIELD UNIVERSITIES. THE MAGAZINES ARE MAILED TO ALUMNI ASSOCIATION LIFE MEMBERS AND SUSTAINING MEMBERS (I.E. THOSE THAT HAVE MET CONTRIBUTION CRITERIA TO THE ALUMNI ASSOCIATION). THE ANNUAL MAGAZINE CIRCULATION TOTALS ARE APPROXIMATELY 55,000 FOR URBANA AND 15,000 FOR SPRINGFIELD. MONTHLY E-NEWSLETTERS ARE PROVIDED TO ALL ALUMNI THAT PROVIDE AN EMAIL ADDRESS TO THE ALUMNI ASSOCIATION. THE ALUMNI ASSOCIATION WEBSITE RECEIVES AN ESTIMATED 12,000 UNIQUE VISITORS EACH MONTH. THE ALUMNI ASSOCIATION ALSO SENDS TARGETED, SPECIAL TOPIC EMAILS TO ALUMNI SEGMENTS THROUGHOUT THE YEAR. THE ALUMNI ASSOCIATION IS ALSO BUILDING A DIGITAL LIBRARY OF PAST ALUMNI MAGAZINES. 671579 THE UNIVERSITY OF ILLINOIS ALUMNI ASSOCIATION (ALUMNI ASSOCIATION) OPERATES A WEBSITE AT WWW.UIAA.ORG, AND PROVIDES A WEB-BASED ALUMNI NETWORK AND DIRECTORY FOR OPERATION BY ALUMNI GROUPS, THE UNIVERSITY OF ILLINOIS ALUMNI NETWORK. THE DIRECTORY PROVIDES ILLINOIS ALUMNI WITH A SIMPLE WAY TO MAKE CONNECTIONS WITH FELLOW ALUMNI WORLDWIDE. THE NETWORK FACILITATES RECONNECTING WITH FRIENDS AND FORMER CLASSMATES, ASSISTS WITH SEARCHING FOR ALUMNI NEARBY, AND HELPS ALUMNI OF THE UNIVERSITY OF ILLINOIS EXPAND THEIR PROFESSIONAL NETWORKS. THE ALUMNI ASSOCIATION ALSO PROVIDES MEANINGFUL DATA ANALYSIS RELATED TO TRACKING ALUMNI DEMOGRAPHICS, EMPLOYMENT DATA, CAMPUS AFFILIATIONS, GEOGRAPHY, AND MAJORS. 3219215 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 53 0 1 32 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 1 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 IL X CRAIG MORRISON 2173339824 601 S LINCOLN AVENUE URBANA IL 61801 KATHRYN BEYER SECRETARY 2.00 X X 0 0 0 RANDY BUHR BOARD MEMBER 0.50 X 0 0 0 CARRIE CASPER BOARD MEMBER 0.50 X 0 0 0 SUZANNE DAWSON BOARD MEMBER 0.50 X 0 0 0 YONSOOK ENLOE BOARD MEMBER 0.50 X 0 0 0 KEVIN FINKE BOARD MEMBER 0.50 X 0 0 0 MICHAEL HARRING IMMEDIATE PAST CHAIR 2.00 X 0 0 0 DANIEL JENSEN BOARD MEMBER 0.50 X 0 0 0 NORMA LAUDER BOARD CHAIR 4.00 X X 0 0 0 JOAN MAHON BOARD MEMBER 0.50 X 0 0 0 AMY MARCOOT BOARD MEMBER 0.50 X 0 0 0 ASHLEY MOY BOARD MEMBER 0.50 X 0 0 0 HARSHAVARDHAN SANKAR BOARD MEMBER 0.50 X 0 0 0 JIM SCHLUETER BOARD MEMBER 0.50 X 0 0 0 CEDRIC THURMAN VICE CHAIR 2.00 X X 0 0 0 DAVID BAMBREY PRESIDENT 40.00 X 231164 0 31231 CRAIG MORRISON CHIEF FINANCIAL OFFICER 40.00 X 176790 0 55399 CHRISTY MOSS VICE PRESIDENT OF MEMBERSHIP AND MAR 40.00 X 156268 0 47663 CASEY ARNOLD VICE PRESIDENT OF ALUMNI SERVICES 40.00 X 176325 0 28170 JAMES RUNYAN GENERAL MANAGER OF FACILITIES 40.00 X 113608 0 39065 HUGH COOK VICE PRESIDENT OF COMMUNICATIONS 40.00 X 118218 0 31447 JENNIFER L DILLAVOU FORMER PRESIDENT 40.00 X 150321 0 19384 1122694 0 252359 7 1 1 0 LSC COMMUNICATIONS US LLC 35 W WACKER DR CHICAGO IL 60601 PRINTING SERVICES 198427 1 216982 550000 422506 1189488 TRAVEL TOURS 561520 149692 149692 PROGRAM REGISTRATIONS 900099 33810 33810 ALUMNI MAGAZINE 541800 22638 22638 206140 410953 410953 910001 910001 6750116 6844792 -94676 -94676 -94676 MISCELLANEOUS INCOME 900099 256718 204718 52000 ACAC EVENT REVENUE 900099 123480 123480 380198 3002104 362008 224330 1226278 X 22000 22000 1227656 606988 404567 216101 1009607 570117 268334 171156 98797 51484 30218 17095 323245 162411 87665 73169 140275 74805 41991 23479 56065 56065 84915 84915 881273 593576 113730 173967 97739 84797 3403 9539 337204 332898 4306 117661 74404 43257 42185 34360 7825 2556 263 2293 177230 177230 60746 60746 PRINTING & PUBLICATIONS 165966 145655 33 20278 POSTAGE & SHIPPING 151584 125426 960 25198 OPERATING EXPENSES 103610 83889 17408 2313 ALUMNI RELATED EXPENSES 78912 78912 5179226 3219215 1227716 732295 900 900 3143665 1195577 1078132 753298 2083 2083 166422 193453 4546300 2722220 2001310 1824080 18405869 20915297 183141 140853 24981522 25025541 333700 456072 21307 50360 112604 70718 467611 577150 X 24513911 24448391 24513911 24448391 24981522 25025541 -2177122 2111602 0 X X 0 1 X 1 0 X 1696502 1138368 2218142 2050606 1189488 8293106 189304 87368 303097 339016 362008 1280793 1006003 1013257 1017853 1014885 1019061 5071059 2891809 2238993 3539092 3404507 2570557 14644958 25790 175377 9780 16546 56210 283703 0 25790 175377 9780 16546 56210 283703 14361255 1588352 1496014 1457623 1584138 1320954 7447081 1588352 1496014 1457623 1584138 1320954 7447081 4480161 3735007 4996715 4988645 3891511 22092039 0.65010 0.75910 0.33710 0.23300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2264405 2261449 2956 2281895 460771 1821124 1824080 OPERATING LEASE LIABILITY 70718 70718 X 6132767 2111602 1019061 3130663 3002104 0 3002104 6198287 1019061 1019061 5179226 0 5179226 PART X, LINE 2: UNIVERSITY OF ILLINOIS ALUMNI ASSOCIATION (ALUMNI ASSOCIATION) HAS A TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) STATING IT QUALIFIES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES. AS SUCH, THE ALUMNI ASSOCIATION IS SUBJECT TO FEDERAL INCOME TAXES ONLY ON ANY NET UNRELATED BUSINESS INCOME UNDER THE PROVISIONS OF SECTION 511 OF THE CODE. THE ALUMNI ASSOCIATION ADOPTED THE GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENT. THE GUIDANCE PRESCRIBES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. AMOUNTS REQUIRING RECOGNITION UNDER THE GUIDANCE ARE REFLECTED AS A LIABILITY FOR UNCERTAIN TAX BENEFITS ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. TAX RETURNS FILED BY THE ALUMNI ASSOCIATION MAY BE SUBJECT TO EXAMINATION BY THE IRS UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF EACH RETURN. MANAGEMENT IS NOT AWARE OF ANY TAX POSITIONS THAT WOULD HAVE A SIGNIFICANT IMPACT ON ITS FINANCIAL POSITION. 0 GIES COLLEGE OF BUSINESS 1206 S 6TH STREET CHAMPAIGN IL 61820 376000511 501(C)(3) 22000 0 FUTURE GIES COLLEGE OF BUSINESS SCHOLARSHIPS 1 0 PART I, LINE 2: AT THE REQUEST OF THE GIES COLLEGE OF BUSINESS, THE UNIVERSITY OF ILLINOIS ALUMNI ASSOCIATION PROVIDED FUNDS TO BE USED FOR FUTURE GIES COLLEGE OF BUSINESS SCHOLARSHIPS. X X X 0 0 0 0 0 0 0 0 0 DAVID BAMBREY PRESIDENT 202831 0 28333 0 0 0 17833 0 13398 0 262395 0 0 0 CRAIG MORRISON CHIEF FINANCIAL OFFICER 166790 0 10000 0 0 0 23356 0 32043 0 232189 0 0 0 CASEY ARNOLD VICE PRESIDENT OF ALUMNI SERVICES 156325 0 20000 0 0 0 13668 0 14502 0 204495 0 0 0 CHRISTY MOSS VICE PRESIDENT OF MEMBERSHIP AND MAR 156268 0 0 0 0 0 12623 0 35040 0 203931 0 0 0 JENNIFER L DILLAVOU FORMER PRESIDENT 150321 0 0 0 0 0 11353 0 8031 0 169705 0 0 0 JAMES RUNYAN GENERAL MANAGER OF FACILITIES 113608 0 0 0 0 0 15113 0 23952 0 152673 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE UNIVERSITY OF ILLINOIS ALUMNI ASSOCIATION (ALUMNI ASSOCIATION) UPDATED ITS BYLAWS TO FURTHER DETAIL THE ALUMNI ASSOCIATION'S MISSION. THE BYLAWS WERE ALSO UPDATED TO DETAIL THE COMPOSITION OF THE AUDIT COMMITTEE AS WELL AS EXPLAIN THE AUDIT COMMITTEE'S PROCEDURES. FORM 990, PART VI, SECTION A, LINE 6 THE UNIVERSITY OF ILLINOIS ALUMNI ASSOCIATION IS COMPOSED OF TWO CLASSES OF MEMBERS: GENERAL MEMBERS AND CONTRIBUTING MEMBERS. ONLY CONTRIBUTING MEMBERS HAVE THE RIGHT TO VOTE AND HOLD OFFICE IN THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A CONTRIBUTING MEMBERS HAVE THE RIGHT TO VOTE FOR INDIVIDUALS NOMINATED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B NO BOARD REVIEW OF THE FORM 990 HAS OR WILL BE COMPLETED BY THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO EACH UNIVERSITY OF ILLINOIS ALUMNI ASSOCIATION ("ALUMNI ASSOCIATION") OFFICER AND MEMBER OF THE ALUMNI ASSOCIATION'S BOARD OF DIRECTORS ("BOARD") AS DEFINED BY THE ORGANIZATION'S BYLAWS. IT IS ALSO INTENDED TO SERVE AS GUIDANCE FOR ALL PERSONS EMPLOYED BY THE ALUMNI ASSOCIATION IN POSITIONS OF SIGNIFICANT RESPONSIBILITY AND AUTHORITY, AS WELL AS TO ANY NON-DIRECTORS SERVING ON THE FINANCE, AUDIT, AND AWARDS COMMITTEES. EVERY PERSON COVERED BY THE POLICY HAS THE RESPONSIBILITY TO ENSURE THE BOARD IS MADE AWARE OF SITUATIONS THAT INVOLVE PERSONAL, FAMILIAL, OR BUSINESS RELATIONSHIPS THAT COULD BE TROUBLESOME. THUS, THE BOARD REQUIRES EACH PERSON COVERED BY THE POLICY ANNUALLY TO: (A) BE FAMILIAR WITH THE TERMS OF THE POLICY, (B) DISCLOSE TO THE BOARD CHAIR ANY POSSIBLE PERSONAL, FAMILIAL, OR BUSINESS RELATIONSHIPS THAT REASONABLY MIGHT GIVE RISE TO A CONFLICT INVOLVING THE ALUMNI ASSOCIATION, AND (C) COMPLETE AND SIGN THE DISCLOSURE FORM ON AN ANNUAL BASIS. PERSONS COVERED BY THE POLICY ALSO HAVE A DUTY TO UPDATE THIS INFORMATION DURING THE COURSE OF THE YEAR AS NECESSARY. PERSONS COVERED BY THE POLICY WHO HAVE DECLARED A CONFLICT OF INTEREST, OR WHO HAVE BEEN FOUND TO HAVE A CONFLICT OF INTEREST, SHALL REFRAIN FROM PARTICIPATING IN CONSIDERATION OF RELEVANT PROPOSED TRANSACTIONS UNLESS THE BOARD OR ALUMNI ASSOCIATION PRESIDENT REQUESTS INFORMATION OR INTERPRETATION FOR SPECIAL REASONS. FORM 990, PART VI, SECTION B, LINE 15A THE UNIVERSITY OF ILLINOIS ALUMNI ASSOCIATION (ALUMNI ASSOCIATION) HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE BOARD OF DIRECTORS CHAIR, VICE CHAIR, IMMEDIATE PAST CHAIR, AND SECRETARY. THE COMMITTEE MEETS ANNUALLY AND AS-NEEDED TO CONSIDER A NUMBER OF COMPENSATION-RELATED ISSUES INCLUDING THE COMPENSATION OF THE PRESIDENT. A NEW PRESIDENT WAS APPOINTED IN SEPTEMBER 2023, AFTER A FORMAL NATIONWIDE SEARCH PROCESS. A FORMAL EMPLOYMENT AGREEMENT WAS EXECUTED WITH AN EFFECTIVE DATE OF SEPTEMBER 1, 2023, THROUGH AUGUST 31, 2024. COMPENSATION OF THE PRESIDENT IS DETERMINED USING A VARIETY OF FACTORS INCLUDING COMPENSATION DATA OF COMPARABLE ALUMNI ASSOCIATION PRESIDENTS. THE COMMITTEE ALSO REVIEWS COMPENSATION DATA OF CERTAIN UNIVERSITY OF ILLINOIS EMPLOYEES. THIS PROCESS WAS LAST COMPLETED ON APRIL 19, 2022. ALL COMPENSATION DECISIONS ARE RATIFIED IN WRITING. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY OF ILLINOIS ALUMNI ASSOCIATION'S (ALUMNI ASSOCIATION) AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ALUMNI ASSOCIATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 593,576. MANAGEMENT AND GENERAL EXPENSES 113,730. FUNDRAISING EXPENSES 173,967. TOTAL EXPENSES 881,273. FORM 990, PART XI, LINE 2C: THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR TAX YEAR.