2020-05-12T11:53:37-05:00 2019-06-30 420714325 RSM US LLP 4650 E 53RD ST DAVENPORT IA 528073479 990 2018-07-01 376006004 UNIVERSITY OF ILLINOIS ALUMNI ASSOCIATION UNIV 2173333329 601 S LINCOLN AVE ALICE CAMPBELL URBANA IL 61801 JENNIFER L DILLAVOU PRESIDENT 2173333329 2020-05-08 1 JENIFER L CHASE P01306883 5638884000 173.20.82.182 2020-05-08 15:39:53 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9D8C4631151EF1E1BB3DDB3444689A82E6B5C400 2018 2021-01-29 14:40:06Z JENNIFER L DILLAVOU 601 S LINCOLN AVE ALICE CAMPBELL URBANA IL 61801 15344214 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. 16 16 20 250 263837 0 1733721 11814903 548141 325650 1757824 1201901 1338980 1429544 5378666 14771998 22000 80000 0 0 2287057 2591175 0 0 340669 2050879 2245911 4359936 4917086 1018730 9854912 19789399 27393317 2222276 224157 17567123 27169160 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 2073864 80000 472959 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. 739187 37863 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 EACH OF THE THREE MAJOR CAMPUSES OF THE UNIVERSITY. THE MAGAZINES ARE MAILED TO ALUMNI ASSOCIATION LIFE MEMBERS AND OTHER MEMBERS (THAT HAVE MET CONTRIBUTION CRITERIA TO THE ALUMNI ASSOCIATION.) THE ANNUAL MAGAZINE CIRCULATION TOTALS ARE APPROXIMATELY 50,000 FOR URBANA, 16,000 FOR CHICAGO, 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. 730009 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. 3543060 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 55 0 1 20 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 AMY LINTON BARKLAM BOARD MEMBER 0.50 X 0 0 0 PAT BASU BOARD MEMBER 0.50 X 0 0 0 ANGELA BOEKER ECKERT BOARD MEMBER 0.50 X 0 0 0 WILLIAM FORSYTH VICE CHAIRMAN 2.00 X X 0 0 0 ALFRED HARMS BOARD MEMBER 0.50 X 0 0 0 MICHAEL HARRING BOARD MEMBER 0.50 X 0 0 0 KAREN HASARA BOARD MEMBER 0.50 X 0 0 0 ROBERT KENNEDY BOARD MEMBER 0.50 X 0 0 0 JOHN OCHOA BOARD MEMBER 0.50 X 0 0 0 PRABHA PARAMESWARAN BOARD MEMBER 0.50 X 0 0 0 DEBBIE ROBERTS BOARD MEMBER 0.50 X 0 0 0 JULIE SCOTT BOARD MEMBER 0.50 X 0 0 0 PETER SKOSEY BOARD MEMBER 0.50 X 0 0 0 WILLIAM STRATTON IMMEDIATE PAST CHAIRMAN 0.50 X X 0 0 0 STEVEN VAN ARSDELL CHAIRMAN 2.00 X X 0 0 0 RANDALL WITTER BOARD MEMBER 0.50 X 0 0 0 JENNIFER L DILLAVOU PRESIDENT 40.00 X 273563 0 39259 CRAIG MORRISON CHIEF FINANCIAL OFFICER/VICE PRESIDENT 40.00 X 119570 0 22831 JAMES RUNYAN VICE PRESIDENT 40.00 X 107384 0 42482 500517 0 104572 3 0 1 0 XIBITZ INC 5809 CROSS ROADS COMMERCE PARKWAY GRAND RAPIDS MI 49519 EXHIBIT FABRICATION SERVICES 1063579 LSC COMMUNICATIONS US LLC 7810 SOLUTION CENTER CHICAGO IL 60677 PRINTING SERVICES 161349 RHODESWORKS LTD 1701 S PROSPECT AVE SUITE 204 CHAMPAIGN IL 61820 CONSULTING SERVICES 150000 3 75310 1823919 9915674 11814903 TRAVEL TOURS 561520 225974 225974 PROGRAM REGISTRATIONS 900099 45589 45589 ALUMNI MAGAZINE 541800 37863 37863 SPONSORSHIPS 900099 16224 16224 325650 270176 270176 1244372 1244372 1503941 572216 931725 931725 931725 ACAC EVENT REVENUE 900099 165256 165256 MISCELLANEOUS INCOME 900099 19916 19916 185172 14771998 246985 263837 2446273 X 72000 72000 8000 8000 523238 271726 251512 1480499 1072195 243586 164718 78378 50080 10111 18187 430703 312204 80777 37722 78357 56775 9182 12400 5989 5989 43855 43855 26100 26100 63663 63663 656207 508815 72789 74603 72524 61120 10241 1163 307158 307158 105388 28584 70752 6052 108410 80319 28091 9125 2934 6191 351500 350097 1403 30179 1064 29115 PRINTING & PUBLICATIONS 183181 166779 16402 ALUMNI RELATED EXPENSES 109927 67153 36774 6000 POSTAGE & SHIPPING 104676 95160 6110 3406 OPERATING EXPENSES 68029 4797 63216 16 4917086 3543060 1033357 340669 900 899 1173229 7333389 786 787 811104 1037984 2775 2543 73545 105691 4743329 654755 2905949 4088574 14757865 14756003 63246 67447 19789399 27393317 280235 203602 13707 20555 1928334 0 2222276 224157 X 17567123 27169160 17567123 27169160 19789399 27393317 9854912 -252875 0 X X 0 1 X 1 0 X 3917891 1855160 2001141 1733721 11814903 21322816 635670 498092 422246 461522 264985 2282515 1104727 1020062 1084896 1030212 1012679 5252576 5658288 3373314 3508283 3225455 13092567 28857907 30286 55584 178850 31565 30900 327185 0 30286 55584 178850 31565 30900 327185 28530722 1166583 1250035 1385361 1452319 1514548 6768846 1166583 1250035 1385361 1452319 1514548 6768846 6824871 4623349 4893644 4677774 14607115 35626753 0.80080 0.76250 0.19000 0.22620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 43362 1 44037 0 1 5298 1 39359 0 132056 0 FORM 990, SCHEDULE C, PART II-B: GRASS ROOTS ADVOCACY FOR THE UNIVERSITY OF ILLINOIS AND ITS AFFILIATED ORGANIZATIONS. ADVOCACY IS MAINLY ACHIEVED VIA "AMBASSADORS" WHO CONTACT THEIR ELECTED OFFICIALS ON LEGISLATIVE ISSUES THAT DIRECTLY IMPACT THE UNIVERSITY. 241381 3621 237760 2220053 538663 1681390 2281895 112471 2169424 4088574 X 15531802 -252875 1012679 759804 14771998 0 14771998 5929765 1012679 1012679 4917086 0 4917086 PART X, LINE 2: THE ALUMNI ASSOCIATION HAS A TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE STATING IT QUALIFIES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (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 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 INTERNAL REVENUE SERVICE (IRS) UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF EACH RETURN. 1 UNIVERSITY OF ILLINOIS FOUNDATION 1305 WEST GREEN STREET URBANA IL 61801 376006007 501(C)(3) 72000 SCHOLARSHIPS 1 0 SCHOLARSHIPS 4 8000 PART I, LINE 2: THE UNIVERSITY OF ILLINOIS ALUMNI ASSOCIATION PROVIDED FUNDS TO THE UNIVERSITY OF ILLINOIS FOUNDATION, AT THE REQUEST OF THE GIES COLLEGE OF BUSINESS, TO BE USED FOR STUDENT SCHOLARSHIPS. THE UNIVERSITY OF ILLINOIS ALUMNI ASSOCIATION PROVIDED FUNDS TO THE UNIVERSITY OF ILLINOIS FOUNDATION, AT THE REQUEST OF THE JANE ADDAMS COLLEGE OF SOCIAL WORK, TO BE USED FOR STUDENT SCHOLARSHIPS. FOR GRANTS AND ASSISTANCE GIVEN TO INDIVIDUALS, ALL FUNDS ARE TRANSFERRED DIRECTLY TO THE RECIPIENT'S UNIVERSITY FINANCIAL AID ACCOUNT. AT THE REQUEST OF THE UIC COLLEGE OF LIBERAL ARTS AND SCIENCES, THE UNIVERSITY OF ILLINOIS ALUMNI ASSOCIATION PROVIDED FOUR PAYMENTS OF $2,000 EACH TO THE UIC OFFICE OF FINANCIAL AID FOR STUDENT SCHOLARSHIPS. X X X 0 0 0 0 0 0 0 0 0 JENNIFER L DILLAVOU PRESIDENT 273563 0 0 0 0 0 39259 0 0 0 312822 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 IN OCTOBER 2019, THE BOARD OF DIRECTORS APPROVED A CORPORATE NAME CHANGE FROM THE UNIVERSITY OF ILLINOIS ALUMNI ALLIANCE TO THE UNIVERSITY OF ILLINOIS ALUMNI ASSOCIATION. THE NAME CHANGE WAS APPROVED BY THE ILLINOIS SECRETARY OF STATE IN NOVEMBER 2019. 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 AND INVESTMENT, AUDIT, TECHNOLOGY AND INFORMATION MANAGEMENT, AND ADVOCACY 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 ISSUES INCLUDING THE COMPENSATION OF THE PRESIDENT. THE ALUMNI ASSOCIATION PRESIDENT IS 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. COMPENSATION OF THE PRESIDENT IS DETERMINED USING A VARIETY OF FACTORS INCLUDING COMPENSATION DATA OF COMPARABLE ALUMNI ASSOCIATION PRESIDENTS. THE ALUMNI ASSOCIATION AND THE UNIVERSITY OF ILLINOIS SEPARATELY REVIEW THE PRESIDENT'S PERFORMANCE, AND THEN SHARE AND CONFER ABOUT THOSE REVIEWS WITH EACH OTHER. THE CURRENT ANNUAL EMPLOYMENT AGREEMENT FOR THE ALUMNI ASSOCIATION PRESIDENT ENDED ON AUGUST 15, 2019. THE ALUMNI ASSOCIATION AND UNIVERSITY ARE CURRENTLY NEGOTIATING A NEW AGREEMENT. ON JULY 31, 2019, THE ALUMNI ASSOCIATION EXECUTIVE COMMITTEE APPROVED THE CONTINUED EMPLOYMENT OF THE PRESIDENT. 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 IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 508,815. MANAGEMENT AND GENERAL EXPENSES 72,789. FUNDRAISING EXPENSES 74,603. TOTAL EXPENSES 656,207. FORM 990, PART XI, LINE 2C THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR TAX YEAR.