2019-05-13T14:47:45-05:00 2018-06-30 420714325 RSM US LLP 201 N HARRISON STREET SUITE 300 DAVENPORT IA 528011999 990 2017-07-01 376006004 UNIVERSITY OF ILLINOIS ALUMNI ALLIANCE UNIV 2173331471 601 S LINCOLN AVE ALICE CAMPBELL URBANA IL 61801 JENNIFER L DILLAVOU PRESIDENT 2173333329 2019-05-13 1 JENIFER L CHASE P01306883 5638884000 108.171.131.189 2019-05-13 11:57:54 CD P CE3CED47DB4F0A9B1081F73FA9E2E0877120914F 4C1D0D315BE423A46ED40DD100972F4F7F99666A 2017 2019-02-21 02:37:17Z JENNIFER L DILLAVOU 601 S LINCOLN AVE ALICE CAMPBELL URBANA IL 61801 8010860 0 X WWW.UIAA.ORG X 1912 IL THE MISSION OF THE UNIVERSITY OF ILLINOIS ALUMNI ALLIANCE IS TO ENHANCE AND ADVANCE THE RELATIONSHIP BETWEEN THE UNIVERSITY OF ILLINOIS AND ALL OF ITS ALUMNI. 18 18 21 250 228602 -1926 2001141 1733721 462259 548141 1143666 1757824 1277256 1338980 4884322 5378666 20000 22000 0 0 2749362 2287057 0 0 298220 2134707 2050879 4904069 4359936 -19747 1018730 17414411 19789399 426730 2222276 16987681 17567123 X THE MISSION OF THE UNIVERSITY OF ILLINOIS ALUMNI ALLIANCE IS TO ENHANCE AND ADVANCE THE RELATIONSHIP BETWEEN THE UNIVERSITY OF ILLINOIS AND ALL OF ITS ALUMNI. 0 0 1933802 22000 643314 THE UNIVERSITY OF ILLINOIS HAS OVER 740,000 LIVING ALUMNI. THE ALUMNI ALLIANCE PROVIDES SUPPORT SERVICES TO ASSIST THE URBANA-CHAMPAIGN, CHICAGO AND SPRINGFIELD CAMPUS ALUMNI RELATIONS EFFORTS. THESE PROFESSIONAL SERVICES INCLUDE EVENT PLANNING; ORGANIZING AND ASSISTING ALUMNI CLUBS, CHAPTERS AND SPECIAL INTEREST GROUPS; COUNCIL ON ALUMNI RELATIONS; CAMPUS ALUMNI ADVISORY BOARDS AND ALUMNI RECEPTIONS. THE ALUMNI ALLIANCE PROVIDES THESE SERVICES THROUGH ITS OFFICES ON THE URBANA CAMPUS AND THE ILLINI CENTER IN DOWNTOWN CHICAGO. THE ALUMNI ALLIANCE ALSO MANAGES THE ALICE CAMPBELL ALUMNI CENTER IN URBANA, WITH A VARIETY OF SPACES AVAILABLE FOR EVENTS. 737851 3593 THE ALUMNI ALLIANCE IS JOINTLY RESPONSIBLE WITH THE UNIVERSITY OF ILLINOIS FOUNDATION FOR THE PRIMARY MANAGEMENT AND STEWARDSHIP OF THE UNIVERSITY OF ILLINOIS ALUMNI RECORDS. THE ALUMNI ALLIANCE ENDEAVORS TO RECORD AND HONOR THE COMMUNICATIONS PREFERENCES OF ALUMNI. THE RESULT IS MORE EFFECTIVE AND EFFICIENT TWO-WAY COMMUNICATION BETWEEN ALUMNI AND THE UNIVERSITY. THE ALUMNI ALLIANCE ADDS AN ESTIMATED 10,000 TO 15,000 NEW ALUMNI DEGREE RECORDS TO THE DATABASE WHEN RECEIVED FROM THE UNIVERSITY OF ILLINOIS. EACH MONTH, A CHANGE OF ADDRESS REVIEW IS PERFORMED ON APPROXIMATELY 1.1 MILLION RECORDS OF ALUMNI, DONORS AND FRIENDS OF THE UNIVERSITY. EACH YEAR AN ESTIMATED 60,000 PHONE NUMBERS ARE ADDED OR UPDATED. BASED UPON REQUESTS FROM THE UNIVERSITY, ALUMNI OR THE ALUMNI ALLIANCE STAFF, THERE ARE UPDATES OF AN ESTIMATED 725,000 OR MORE ALUMNI AND DONOR RECORDS, AND A SIGNIFICANT NUMBER OF REPORTS AND ANALYSES PRODUCED. IN ADDITION, THE ALUMNI ALLIANCE OPERATES A WEBSITE AT WWW.UIAA.ORG AND PROVIDES A WEB-BASED DIRECTORY AND NETWORK FOR OPERATION BY ALUMNI GROUPS, THE UNIVERSITY OF ILLINOIS ALUMNI NETWORK. 571966 43217 THE ALUMNI ALLIANCE PRODUCES A WIDE VARIETY OF COMMUNICATIONS ABOUT THE UNIVERSITY OF ILLINOIS AND ITS ALUMNI. THE ALUMNI ALLIANCE PROVIDES 3-4 ISSUES PER YEAR OF ITS ALUMNI MAGAZINES FOR EACH OF THE THREE MAJOR CAMPUSES OF THE UNIVERSITY OF ILLINOIS. THE MAGAZINES ARE MAILED TO ALUMNI LIFE MEMBERS AND SUSTAINING MEMBERS (I.E. THOSE THAT HAVE MET CONTRIBUTION CRITERIA TO THE ALUMNI ALLIANCE). THE ANNUAL MAGAZINE CIRCULATION TOTALS ARE APPROXIMATELY 55,000 FOR URBANA, 13,000 FOR CHICAGO AND 1,500 FOR SPRINGFIELD. MONTHLY E-NEWSLETTERS ARE PROVIDED TO ALL ALUMNI THAT PROVIDE AN E-MAIL ADDRESS TO THE ALUMNI ALLIANCE. THE ANNUAL E-NEWSLETTER CIRCULATION TOTALS ARE APPROXIMATELY 170,000 FOR URBANA, 82,000 FOR CHICAGO AND 14,000 FOR SPRINGFIELD. THE ALUMNI ALLIANCE WEBSITE RECEIVES AN ESTIMATED 14,000 UNIQUE VISITORS EACH MONTH. THE ALUMNI ALLIANCE ALSO SENDS TARGETED, SPECIAL TOPIC E-MAILS TO ALUMNI SEGMENTS THROUGHOUT THE YEAR. 3243619 1 1 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 55 0 1 21 1 1 1 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 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 0.50 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 ROBERT KENNEDY BOARD MEMBER 0.50 X 0 0 0 BRIDGET LAMONT 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 JANINE JONES SMITH BOARD MEMBER 0.50 X 0 0 0 WILLIAM STRATTON IMMEDIATE PAST CHAIRMAN 0.50 X X 0 0 0 JUDITH SUTFIN BOARD MEMBER 0.50 X 0 0 0 STEVEN VAN ARSDELL CHAIRMAN 0.50 X X 0 0 0 RANDALL WITTER BOARD MEMBER 0.50 X 0 0 0 CRAIG MORRISON ACTING CHIEF FINANCIAL OFFICER 40.00 X 104440 0 21344 JENNIFER L DILLAVOU PRESIDENT 40.00 X 119671 0 22386 JAMES RUNYAN VICE PRESIDENT 40.00 X 105877 0 41372 329988 0 85102 3 0 0 0 BOSTON PRODUCTIONS INC 290 VANDERBILT AVE NORWOOD MA 02062 SOFTWARE/HARDWARE DESIGN 1111766 RHODESWORKS LTD 1701 S PROSPECT AVENUE SUITE 204 CHAMPAIGN IL 61820 CONSULTING SERVICES 164491 LSC COMMUNICATIONS US LLC 7810 SOLUTION CENTER CHICAGO IL 60677 PRINTING SERVICES 102526 3 118240 1556037 59444 1733721 PROGRAM REGISTRATIONS 900099 299901 299901 TRAVEL TOURS 561520 185385 185385 ALUMNI MAGAZINE 541800 43217 43217 SPONSORSHIPS 900099 16045 16045 SERVICE FEES 900099 3593 3593 548141 255322 255322 1196997 1196997 4134696 2632194 1502502 1502502 1502502 ACAC EVENT REVENUE 900099 130831 130831 MISCELLANEOUS INCOME 900099 11152 11152 141983 5378666 461522 228602 2954821 X 22000 22000 417327 238194 179133 1316425 1005750 186459 124216 77415 55289 5767 16359 395967 295973 67889 32105 79923 62863 5613 11447 27328 24113 3215 45435 45435 18945 18945 61375 61375 893548 762645 58243 72660 93848 80776 11498 1574 326931 326931 88824 19138 69686 114898 95615 15928 3355 7592 3759 3833 1403 1403 30333 862 29471 PRINTING & PUBLICATIONS 122283 106283 603 15397 POSTAGE & SHIPPING 83205 71283 6030 5892 ALUMNI RELATED EXPENSES 79527 67527 0 12000 OPERATING EXPENSES 55404 9786 45618 0 4359936 3243619 818097 298220 900 900 1039896 1173229 1031 786 221684 811104 3140 2775 95343 73545 3284525 378576 1427560 2905949 14561611 14757865 63246 63246 17414411 19789399 364305 280235 62425 13707 0 1928334 426730 2222276 X 16987681 17567123 16987681 17567123 17414411 19789399 1018730 -439288 0 X X 0 1 X 1 0 X 3995212 3917891 1855160 2001141 1733721 13503125 765307 635670 498092 422246 461522 2782837 1099466 1104727 1020062 1084896 1030212 5339363 5859985 5658288 3373314 3508283 3225455 21625325 19661 30286 55584 178850 31565 315946 0 19661 30286 55584 178850 31565 315946 21309379 1067004 1166583 1250035 1385361 1452319 6321302 1067004 1166583 1250035 1385361 1452319 6321302 6926989 6824871 4623349 4893644 4677774 27946627 0.76250 0.78970 0.22620 0.20000 X 1 1 0 1 43926 1 44481 0 1 5372 1 32601 0 126380 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. 321394 316484 4910 2963131 62092 2901039 2905949 UNIVERSITY OF ILLINOIS LINE OF CREDIT 1928334 1928334 X 5969590 -439288 1030212 590924 5378666 0 5378666 5390148 1030212 1030212 4359936 0 4359936 PART X, LINE 2: THE ALUMNI ALLIANCE 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 ALLIANCE IS SUBJECT TO FEDERAL INCOME TAXES ONLY ON ANY NET UNRELATED BUSINESS INCOME UNDER THE PROVISIONS OF SECTION 511 OF THE CODE. THE ALUMNI ALLIANCE 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 ALLIANCE MAY BE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS) UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF EACH RETURN. TAX RETURNS FILED THROUGH FISCAL YEAR 2014 ARE NO LONGER SUBJECT TO EXAMINATION BY THE IRS. 1 UNIVERSITY OF ILLINOIS FOUNDATION 1305 WEST GREEN STREET URBANA IL 61801 376006007 501(C)(3) 22000 SCHOLARSHIPS 1 0 PART I, LINE 2: THE UNIVERSITY OF ILLINOIS ALUMNI ALLIANCE PROVIDED FUNDS TO THE UNIVERSITY OF ILLINOIS FOUNDATION, AT THEIR REQUEST, TO BE USED FOR STUDENT SCHOLARSHIPS. FORM 990, PART VI, SECTION A, LINE 6 THE UNIVERSITY OF ILLINOIS ALUMNI ALLIANCE 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 ALLIANCE. 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 ALLIANCE ("ALLIANCE") OFFICER AND MEMBER OF THE ALLIANCE'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 ALLIANCE 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 ALLIANCE, 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 ALLIANCE PRESIDENT REQUESTS INFORMATION OR INTERPRETATION FOR SPECIAL REASONS. FORM 990, PART VI, SECTION B, LINE 15A THE ALUMNI ALLIANCE 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 ALLIANCE PRESIDENT IS EMPLOYED BY MEANS OF AN ANNUAL EMPLOYMENT AGREEMENT EXECUTED BY THE ALUMNI ALLIANCE, THE UNIVERSITY OF ILLINOIS BOARD OF TRUSTEES, AND THE ALLIANCE PRESIDENT. COMPENSATION OF THE PRESIDENT IS DETERMINED USING A VARIETY OF FACTORS INCLUDING COMPENSATION DATA OF COMPARABLE ALUMNI ASSOCIATION PRESIDENTS. THE ALUMNI ALLIANCE 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 ALLIANCE PRESIDENT WAS EFFECTIVE AS OF AUGUST 16, 2018. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY OF ILLINOIS ALUMNI ALLIANCE'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THEIR WEBSITE. 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 762,645. MANAGEMENT AND GENERAL EXPENSES 58,243. FUNDRAISING EXPENSES 72,660. TOTAL EXPENSES 893,548. FORM 990, PART XI, LINE 2C THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR TAX YEAR.