2022-05-11T13:59:28-05:00 2021-06-30 420714325 RSM US LLP 4650 E 53RD ST DAVENPORT IA 528073479 990 2020-07-01 376006004 UNIVERSITY OF ILLINOIS ALUMNI ASSOCIATION UNIV 2173333329 601 S LINCOLN AVE ALICE CAMPBELL URBANA IL 61801 JENNIFER L DILLAVOU PRESIDENT 2173333329 2022-05-06 1 JENNIFER DILLAVOU 999009999 JENIFER L CHASE P01306883 5638884000 2022-05-06 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JENNIFER L DILLAVOU 601 S LINCOLN AVE ALICE CAMPBELL URBANA IL 61801 10991732 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 AND ALL OF ITS ALUMNI. 11 11 20 11 35304 0 1696502 1138368 312812 58109 1353893 4094411 1341309 1297744 4704516 6588632 1000 1560000 0 0 2371701 3035900 0 0 365223 2314484 1681462 4687185 6277362 17331 311270 27425520 29310021 623353 450554 26802167 28859467 X THE MISSION OF THE UNIVERSITY OF ILLINOIS ALUMNI ASSOCIATION IS TO ENHANCE AND ADVANCE THE RELATIONSHIP BETWEEN THE UNIVERSITY OF ILLINOIS AND ALL OF ITS ALUMNI. 0 0 3486310 1560000 99404 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. 695730 23268 THE 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 49,000 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. 699814 THE 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 ONLINE 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. 4881854 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 49 0 1 20 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 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 JENNIFER L DILLAVOU PRESIDENT 40.00 X 296809 0 42687 CRAIG MORRISON CHIEF FINANCIAL OFFICER 40.00 X 156730 0 27953 JAMES RUNYAN GENERAL MANAGER OF FACILITIES 40.00 X 115743 0 42418 CASEY ARNOLD VICE PRESIDENT OF ALUMNI SERVICES 40.00 X 114849 0 22737 CHRISTY MOSS VICE PRESIDENT OF MEMBERSHIP AND MARKETING 40.00 X 25354 0 4480 DAVID BAMBREY VICE PRESIDENT OF ALUMNI AND STUDENT ENGAGEMENT 40.00 X 13280 0 2032 CARRIE CASPER BOARD MEMBER 0.50 X 0 0 0 WILLIAM FORSYTH III CHAIRMAN 4.00 X X 0 0 0 MICHAEL HARRING VICE CHAIRMAN 2.00 X X 0 0 0 DANIEL JENSEN BOARD MEMBER 0.50 X 0 0 0 NORMA LAUDER BOARD MEMBER 0.50 X 0 0 0 JOAN MAHON BOARD MEMBER 0.50 X 0 0 0 JEFF OSUJI 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 BOARD MEMBER 0.50 X 0 0 0 STEVEN VAN ARSDELL IMMEDIATE PAST CHAIRMAN 2.00 X X 0 0 0 HUGH COOK VICE PRESIDENT OF COMMUNICATIONS 40.00 X 0 0 0 722765 0 142307 5 0 1 0 SKOOG PRODUCTIONS LLC 980 N MICHIGAN AVE SUITE 1640 CHICAGO IL 60611 CONSULTING SERVICES 175938 LSC COMMUNICATIONS US LLC 35 W WACKER DR CHICAGO IL 60601 PRINTING SERVICES 107935 2 56656 881925 199787 1138368 ALUMNI MAGAZINE 541800 23268 23268 PROGRAM REGISTRATIONS 900099 22805 22805 TRAVEL TOURS 561520 12036 12036 58109 262833 262833 1233181 1233181 8234678 4403100 3831578 3831578 3831578 ACAC EVENT REVENUE 900099 40873 40873 MISCELLANEOUS INCOME 900099 23690 23690 64563 6588632 87368 35304 5327592 1560000 1560000 1188109 710633 352031 125445 1262578 884327 271345 106906 79396 51323 17040 11033 389026 251452 99190 38384 116791 75453 26637 14701 1639 1639 47397 47397 63368 63368 402535 320054 15688 66793 75865 69615 4859 1391 307976 307976 40359 475 39884 708 708 1165 1165 474729 473327 1402 38632 38632 PRINTING & PUBLICATIONS 101087 100719 368 POSTAGE & SHIPPING 68024 63994 3828 202 ALUMNI RELATED EXPENSES 51000 11000 40000 OPERATING EXPENSES 6978 798 6180 6277362 4881854 1030285 365223 900 903 6626236 1910253 648860 220919 2083 2083 118068 159485 4546301 1597636 3423394 2948665 16538532 24000266 67447 67447 27425520 29310021 597937 293501 25416 157053 623353 450554 X 26802167 28859467 26802167 28859467 27425520 29310021 311270 1746030 0 X X 0 1 X 1 0 X 2001141 1733721 11814903 1696502 1138368 18384635 422246 461522 246985 189304 87368 1407425 1084896 1030212 1012679 1006003 1013257 5147047 3508283 3225455 13074567 2891809 2238993 24939107 178850 31565 30900 25790 175377 442482 0 178850 31565 30900 25790 175377 442482 24496625 1385361 1452319 1514548 1588352 1496014 7436594 1385361 1452319 1514548 1588352 1496014 7436594 4893644 4677774 14589115 4480161 3735007 32375701 0.75660 0.77410 0.22970 0.21620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2264405 1345845 918560 2281896 251791 2030105 2948665 X 9347919 1746030 1013257 2759287 6588632 0 6588632 7290619 1013257 1013257 6277362 0 6277362 PART X, LINE 2: THE ALUMNI ASSOCIATION HAS A TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE (IRS) SERVICE 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 UNIVERSITY OF ILLINOIS AT CHICAGO 809 S MARSHFIELD AVENUE CHICAGO IL 60612 376000511 501C(3) 1500000 GENERAL SUPPORT UNIVERSITY OF ILLINOIS AT SPRINGFIELD ONE UNIVERSITY PLAZA SPRINGFIELD IL 62703 376000511 501C(3) 60000 GENERAL SUPPORT 2 0 PART I, LINE 2: DURING 2021, THE ALUMNI ASSOCIATION MADE A ONE-TIME PAYMENT OF $1,500,000 TO SUPPORT THE UNIVERSITY OF ILLINOIS AT CHICAGO (UIC) ALUMNI ASSOCIATION. THIS PAYMENT WAS MADE IN ACCORDANCE WITH THE ANNUAL CONTRACT WITH THE UNIVERSITY, AND REPRESENTED UIC'S ENTIRE INTEREST IN THE MEMBERSHIP FUND. THE ALUMNI ASSOCIATION EXPECTS TO MAKE A SIMILAR PAYMENT TO THE UNIVERSITY OF ILLINOIS AT SPRINGFIELD DURING FISCAL YEAR 2022. X X X 0 0 0 0 0 0 0 0 0 JENNIFER L DILLAVOU PRESIDENT 296809 0 0 0 0 0 42687 0 0 0 339496 0 0 0 CRAIG MORRISON CHIEF FINANCIAL OFFICER 156730 0 0 0 0 0 27953 0 0 0 184683 0 0 0 JAMES RUNYAN GENERAL MANAGER OF FACILITIES 115743 0 0 0 0 0 42418 0 0 0 158161 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 ON FEBRUARY 19, 2021, UNIVERSITY OF ILLINOIS ALUMNI ASSOCIATION UPDATED ITS BYLAWS TO UPDATE THE VOTING RIGHTS FOR SPECIFIC MEMBERS OF THE BOARD OF DIRECTORS. THE BYLAWS NOW EXCLUDE THE UNIVERSITY VICE CHANCELLOR FOR INSTITUTIONAL ADVANCEMENT AND THE UNIVERSITY ASSOCIATE VICE CHANCELLOR FOR PUBLIC AFFAIRS FROM THE RIGHT TO VOTE OR TO ATTEND EXECUTIVE SESSION MEETINGS OF THE BOARD. 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 ALUMNI ASSOCIATION HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE BOARD OF DIRECTORS CHAIR, VICE CHAIR, AND IMMEDIATE PAST CHAIR. THE COMMITTEE MEETS ANNUALLY AND AS-NEEDED TO CONSIDER A NUMBER OF COMPENSATION-RELATED ISSUES INCLUDING THE COMPENSATION OF THE PRESIDENT. THROUGH AUGUST 15, 2019, THE ALUMNI ASSOCIATION PRESIDENT WAS EMPLOYED BY MEANS OF AN ANNUAL EMPLOYMENT AGREEMENT EXECUTED BY THE ALUMNI ASSOCIATION, THE UNIVERSITY OF ILLINOIS BOARD OF TRUSTEES, AND THE ALUMNI ASSOCIATION PRESIDENT. THE MOST RECENT ANNUAL EMPLOYMENT AGREEMENT ENDED ON AUGUST 15, 2019. ON JULY 31, 2019, THE ALUMNI ASSOCIATION EXECUTIVE COMMITTEE APPROVED THE CONTINUED EMPLOYMENT OF THE PRESIDENT. 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 FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 2C THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR TAX YEAR.