UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION (EIN 41-0637089)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-10
- IRS object ID
- 201931309349303013
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T09:38:59-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST 2300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410637089 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MINNESOTA ALUMNI | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 6126259160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OAK ST E NO 200 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554552040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT WALLACE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6126259160 | PhoneNum |
| Signature | 2019-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE H MOHR CPA | PreparerPersonNm |
| PTIN | P00447603 | PTIN |
| Phone | 6128764500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.88.188.75 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-01 | IPDt |
| IP Tm | 09:54:16 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 42991B41A32A13F77B110C5B470B2D73D8292482 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA LEWIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OAK ST E NO 200 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554552040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,927,381 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UMNALUMNI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1904 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | CONNECTING ALUMNI, STUDENTS, AND FRIENDS IN SUPPORT OF THE UNIVERSITY OF MINNESOTA AND EACH OTHER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 255 | TotalVolunteersCnt |
| Total Gross UBI | $411,333 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $58,034 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,657,480 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,675,074 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $535,885 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $518,169 | CYProgramServiceRevenueAmt |
| PY Investment Income | $552,544 | PYInvestmentIncomeAmt |
| CY Investment Income | $535,914 | CYInvestmentIncomeAmt |
| PY Other Revenue | $847,167 | PYOtherRevenueAmt |
| CY Other Revenue | $900,115 | CYOtherRevenueAmt |
| PY Total Revenue | $3,593,076 | PYTotalRevenueAmt |
| CY Total Revenue | $3,629,272 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $374,612 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $378,612 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,559,367 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,523,100 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $16,294 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $15,290 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $413,722 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,023,094 | PYOtherExpensesAmt |
| CY Other Expenses | $2,175,662 | CYOtherExpensesAmt |
| PY Total Expenses | $4,973,367 | PYTotalExpensesAmt |
| CY Total Expenses | $5,092,664 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,380,291 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,463,392 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,565,109 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,577,619 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,314,535 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,332,206 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,250,574 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,245,413 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION (UMAA) FOSTERS A LIFELONG SPIRIT OF BELONGING AND PRIDE BY CONNECTING ALUMNI, STUDENTS, AND FRIENDS TO THE UNIVERSITY OF MINNESOTA AND EACH OTHER. THE ALUMNI ASSOCIATION ADVOCATES FOR THE UNIVERSITY AND ITS ALUMNI WITH A CREDIBLE, INDEPENDENT, AND COLLABORATIVE VOICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,913,513 | ExpenseAmt |
| Grant | $282,612 | GrantAmt |
| Revenue | $110,174 | RevenueAmt |
| Desc | BUILDING UNIVERSITY CONNECTIONS - PROGRAMS AND ACTIVITIES:THROUGH VARIOUS PROGRAMS AND ACTIVITIES, THE UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION PROVIDES OPPORTUNITIES FOR ALUMNI TO BE AMBASSADORS FOR THE IMPORTANT WORK OF THE UNIVERSITY. SUCH PROGRAMS AND ACTIVITIES INCLUDE HOMECOMING EVENTS, SPEAKERS AND PERFORMANCES, SUPPORT OF UNIVERSITY ATHLETIC TEAMS, A GROUP TRAVEL PROGRAM, MENTORING, NETWORKING, AND SOCIAL AND SERVICE OPPORTUNITIES THROUGH NUMEROUS EVENTS OF THE ASSOCIATION, COLLEGIATE ALUMNI SOCIETIES AND GEOGRAPHIC ALUMNI CHAPTERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,346,116 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PUBLICATIONS AND COMMUNICATIONS:THE UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION BRINGS NEWS ABOUT THE UNIVERSITY AND ALUMNI TO MEMBERS, ALUMNI AND THE PUBLIC THROUGH MULTIPLE MEDIA CHANNELS. AWARD-WINNING MINNESOTA MAGAZINE IS SENT TO MEMBERS IN PRINTED FORM, AND IS AVAILABLE TO ALUMNI AND THE PUBLIC ONLINE. THE ASSOCIATION ALSO PROVIDES INFORMATION TO ALUMNI ABOUT EVENTS, ACTIVITIES, UNIVERSITY AND ALUMNI ASSOCIATION NEWS, MEMBER BENEFITS AND DISCOUNTS, AND OTHER OPPORTUNITIES THROUGH ALUMNI ANGLE, A MONTHLY ALL-ALUMNI EMAIL NEWSLETTER, THROUGH SOCIAL MEDIA, AND ON ITS WEB SITE, WWW.UMNALUMNI.ORG. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $454,418 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | BUILDING UNIVERSITY CONNECTIONS - ALUMNI SERVICES AND MEMBER BENEFITS:THE ALUMNI ASSOCIATION CONNECTS THE UNIVERSITY OF MINNESOTA'S 477,000 ALUMNI WITH THE UNIVERSITY AND EACH OTHER. ALUMNI SERVICE FUNCTIONS INCLUDE UPDATING CONTACT INFORMATION AND PREFERENCES, PROVIDING ACCESS TO UNIVERSITY DEPARTMENTS AND SERVICES, AND GAUGING ALUMNI INTERESTS AND CONCERNS AND COMMUNICATING THEM TO UNIVERSITY OFFICIALS. THE ASSOCIATION'S 40,000 MEMBERS PROVIDE FINANCIAL SUPPORT FOR ALUMNI SERVICES, AND RECEIVE MEMBER BENEFITS SUCH AS DISCOUNTS AND SPECIAL OPPORTUNITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $252,108 | ExpenseAmt |
| Grant | $96,000 | GrantAmt |
| Desc | ADVOCACY AND SERVICE:THE UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION PROVIDES OPPORTUNITIES FOR ALUMNI INVOLVEMENT FOR THE BENEFIT OF THE UNIVERSITY AND ITS STUDENTS THROUGH SUCH PROGRAMS AS THE LEGISLATIVE NETWORK, UNIVERSITY ADVOCACY INITIATIVES, STUDENT ORIENTATION AND MENTORING, AND SUPPORT OF SCHOLARSHIPS AND EXCEPTIONAL TEACHING, ALUMNI HAVE THE OPPORTUNITY TO SUPPORT THE IMPORTANT WORK OF THE UNIVERSITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $252,108 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $96,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $3,966,155 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 56 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 27 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL GARRY | PersonNm |
| Phone | 6126269083 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OAK ST E NO 200 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55455 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SANDRA ULSAKER WIESE | ||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS HUEBSCH | ||||||||
| CHAIR-ELECT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DANIEL MCDONALD | ||||||||
| PAST CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SCOTT WALLACE | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LAURA MORET | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ERIC BROTTEN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL CARDWELL | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK DUNCANSON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NATASHA FREIMARK | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE FRENCH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHAD HALDEMAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK JESSEN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MAUREEN KOSTIAL | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT KRAMER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER MARTIN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AKIRA NAKAMURA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PEYTON OWENS III | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TRISH PALERMO | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSHINI RAJKUMAR | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CLINTON SCHAFF | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY SCHMIDLKOFER | ||||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANN SHELDON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY WAGNER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MYAH WALKER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA LEWIS | ||||||||
| PRESIDENT & CEO | 40.00 | 0.50 | Yes (X) | $250,978 | $0 | $46,219 | ||
| DANIEL GARRY | ||||||||
| VICE PRESIDENT & CFO | 40.00 | 2.00 | Yes (X) | $103,458 | $0 | $30,729 | ||
| GRETCHEN AMBROSIER | ||||||||
| VICE PRESIDENT OF ENGAGEMENT | 40.00 | 0.00 | $104,798 | $0 | $11,004 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $459,234 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $87,952 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TEUTEBERG INCORPORATED | |||||
| 12200 W WIRTH ST | WAUWATOSA | WI | 53222 | PRINTING | $139,231 |
| ROYLE PRINTING | |||||
| PO BOX 750 | SUN PRAIRIE | WI | 53590 | PRINTING | $101,914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $618,471 | MembershipDuesAmt |
| Government Grants | $845,808 | GovernmentGrantsAmt |
| All Other Contributions | $210,795 | AllOtherContributionsAmt |
| Total Contributions | $1,675,074 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| ADVERTISING | 541800 | $191,377 | $191,377 | |
| TOURS | 561520 | $181,618 | $181,618 | |
| PROGRAM FEES | 900099 | $145,174 | $35,000 | $110,174 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $518,169 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,700 | TotalRevenueColumnAmt |
| Exclusion | $155,700 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $793,197 | TotalRevenueColumnAmt |
| Exclusion | $793,197 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,678,323 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,298,109 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $380,214 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $380,214 | TotalRevenueColumnAmt |
| Exclusion | $380,214 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| RETURN ON JV INVESTMENT | 900099 | $81,670 | $81,670 | |
| MISCELLANEOUS REVENUE | 900099 | $21,910 | $21,910 | |
| ALUMNI MARKET | 900099 | $3,338 | $3,338 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $106,918 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,629,272 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $110,174 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $411,333 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,432,691 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,612 | TotalAmt |
| Program Services | $378,612 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,922 | TotalAmt |
| Program Services | $245,959 | ProgramServicesAmt |
| Management And General | $119,321 | ManagementAndGeneralAmt |
| Fundraising | $5,642 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,535,447 | TotalAmt |
| Program Services | $1,325,177 | ProgramServicesAmt |
| Management And General | $104,298 | ManagementAndGeneralAmt |
| Fundraising | $105,972 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,419 | TotalAmt |
| Program Services | $167,921 | ProgramServicesAmt |
| Management And General | $24,998 | ManagementAndGeneralAmt |
| Fundraising | $12,500 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,662 | TotalAmt |
| Program Services | $235,151 | ProgramServicesAmt |
| Management And General | $35,006 | ManagementAndGeneralAmt |
| Fundraising | $17,505 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,650 | TotalAmt |
| Program Services | $101,079 | ProgramServicesAmt |
| Management And General | $15,047 | ManagementAndGeneralAmt |
| Fundraising | $7,524 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,225 | TotalAmt |
| Program Services | $16,225 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,550 | TotalAmt |
| Management And General | $28,550 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,290 | TotalAmt |
| Fundraising | $15,290 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,370 | TotalAmt |
| Management And General | $205,370 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,912 | TotalAmt |
| Program Services | $244,699 | ProgramServicesAmt |
| Management And General | $50,574 | ManagementAndGeneralAmt |
| Fundraising | $31,639 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,518 | TotalAmt |
| Program Services | $28,518 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,375 | TotalAmt |
| Program Services | $86,863 | ProgramServicesAmt |
| Fundraising | $8,512 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,504 | TotalAmt |
| Program Services | $67,010 | ProgramServicesAmt |
| Management And General | $2,522 | ManagementAndGeneralAmt |
| Fundraising | $21,972 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,489 | TotalAmt |
| Program Services | $198,155 | ProgramServicesAmt |
| Management And General | $23,915 | ManagementAndGeneralAmt |
| Fundraising | $19,419 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,917 | TotalAmt |
| Program Services | $79,922 | ProgramServicesAmt |
| Management And General | $8,282 | ManagementAndGeneralAmt |
| Fundraising | $1,713 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,078 | TotalAmt |
| Program Services | $307,739 | ProgramServicesAmt |
| Management And General | $46,634 | ManagementAndGeneralAmt |
| Fundraising | $10,705 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,138 | TotalAmt |
| Program Services | $218,364 | ProgramServicesAmt |
| Management And General | $26,366 | ManagementAndGeneralAmt |
| Fundraising | $21,408 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,867 | TotalAmt |
| Program Services | $21,225 | ProgramServicesAmt |
| Management And General | $2,562 | ManagementAndGeneralAmt |
| Fundraising | $2,080 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MAILING | $199,928 | $84,516 | $699 | $114,713 |
| PRINTING | $153,340 | $134,417 | $2,119 | $16,804 |
| MISCELLANEOUS | $24,927 | $24,603 | $0 | $324 |
| UBIT TAX | $16,524 | $16,524 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,092,664 | TotalAmt |
| Program Services | $3,966,155 | ProgramServicesAmt |
| Management And General | $712,787 | ManagementAndGeneralAmt |
| Fundraising | $413,722 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,989 | BOYAmt |
| EOY | $206,534 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,716 | BOYAmt |
| EOY | $88,499 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,378 | BOYAmt |
| EOY | $102,461 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $402,551 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $179,739 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $391,903 | BOYAmt |
| EOY | $222,812 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,671,663 | BOYAmt |
| EOY | $24,837,350 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,460 | BOYAmt |
| EOY | $119,963 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,565,109 | BOYAmt |
| EOY | $25,577,619 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,404 | BOYAmt |
| EOY | $243,213 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,958,131 | BOYAmt |
| EOY | $5,088,993 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,314,535 | BOYAmt |
| EOY | $5,332,206 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,401,966 | BOYAmt |
| EOY | $19,372,233 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $667,627 | BOYAmt |
| EOY | $691,571 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,981 | BOYAmt |
| EOY | $181,609 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,250,574 | BOYAmt |
| EOY | $20,245,413 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,565,109 | BOYAmt |
| EOY | $25,577,619 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,463,392 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,458,231 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,442,767 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,467,839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,471,529 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,657,480 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,675,074 | CurrentTaxYearAmt |
| Total | $7,714,689 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,442,767 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,467,839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,471,529 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,657,480 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,675,074 | CurrentTaxYearAmt |
| Total | $7,714,689 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $7,714,689 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $718,063 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $855,997 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $825,836 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $879,063 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $948,897 | CurrentTaxYearAmt |
| Total | $4,227,856 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,139 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,029 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,432 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,574 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,034 | CurrentTaxYearAmt |
| Total | $327,208 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,518 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76,973 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $103,580 | CurrentTaxYearAmt |
| Total | $409,896 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,679,649 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $677,586 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61100 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS REVENUE | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $86,718 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $86,718 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,592,224 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,678,942 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $383,947 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $95,987 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $328,258 | CurrentYearMinus3Amt |
| Current Year Minus2 | $334,273 | CurrentYearMinus2Amt |
| Current Year Minus1 | $383,662 | CurrentYearMinus1Amt |
| Current Year | $383,947 | CurrentYearAmt |
| Total | $1,430,140 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,145,210 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $42,514 | CurrentYearMinus3Amt |
| Current Year Minus2 | $59,139 | CurrentYearMinus2Amt |
| Current Year Minus1 | $89,957 | CurrentYearMinus1Amt |
| Current Year | $86,718 | CurrentYearAmt |
| Total | $278,328 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $82,064 | CurrentYearMinus3Amt |
| Current Year Minus2 | $83,568 | CurrentYearMinus2Amt |
| Current Year Minus1 | $95,916 | CurrentYearMinus1Amt |
| Current Year | $95,987 | CurrentYearAmt |
| Total | $357,535 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $536,303 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $42,514 | CurrentYearMinus3Amt |
| Current Year Minus2 | $59,139 | CurrentYearMinus2Amt |
| Current Year Minus1 | $89,957 | CurrentYearMinus1Amt |
| Current Year | $86,718 | CurrentYearAmt |
| Total | $278,328 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-A, LINE 1A: | FormAndLineReferenceDesc |
| Explanation | DURING FY18, UMAA INCURRED $86,718 IN LOBBYING EXPENSES, WHICH CONSISTED OF EMPLOYEE SALARY AND FRINGE BENEFITS AS WELL AS THE MEETING EXPENSES FOR THE LEGISLATIVE BRIEFING. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,028,670 | BeginningYearBalanceAmt |
| Contributions | $628 | ContributionsAmt |
| Investment Earnings Or Losses | $1,276,970 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $94,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $941,544 | OtherExpendituresAmt |
| End Year Balance | $13,270,724 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,813,682 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,225,520 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $92,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $918,532 | OtherExpendituresAmt |
| End Year Balance | $13,028,670 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,674,182 | BeginningYearBalanceAmt |
| Contributions | $150 | ContributionsAmt |
| Investment Earnings Or Losses | $138,991 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $91,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $908,641 | OtherExpendituresAmt |
| End Year Balance | $12,813,682 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,615,886 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $967,206 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $87,538 | GrantsOrScholarshipsAmt |
| Other Expenditures | $821,372 | OtherExpendituresAmt |
| End Year Balance | $13,674,182 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,296,230 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,193,532 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $76,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $797,876 | OtherExpendituresAmt |
| End Year Balance | $13,615,886 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.93400 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01400 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05200 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $402,551 | OtherCostOrOtherBasisAmt |
| Depreciation | $179,739 | DepreciationAmt |
| Book Value | $222,812 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $222,812 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOUNDATION MANAGEMENT AGENCY FUND | Desc |
| Book Value | $24,837,350 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $24,837,350 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,882,133 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,458,231 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,458,231 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,423,902 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $205,370 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $205,370 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,629,272 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,887,294 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,887,294 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $205,370 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $205,370 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,092,664 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE STUDENT SCHOLARSHIPS, FACULTY AWARDS, STRATEGIC INITIATIVES AND OPERATING SUPPORT. |
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION IS ALSO EXEMPT FROM STATE INCOME TAXES. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. THE FOREIGN SUBSIDIARIES ARE TAXABLE ENTITIES IN THE COUNTRIES THEY ARE LOCATED. ACCRUED TAX PAYABLE AND INCOME TAX EXPENSE ARE RELATED TO THE FOREIGN SUBSIDIARIES. THE ASSOCIATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2018 AND 2017. THE ASSOCIATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARIA COMMUNICATIONS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 W ST GERMAIN STREET | AddressLine1Txt |
| City | ST CLOUD | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE SOLICITATIONS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $22,135 | GrossReceiptsAmt |
| Retained By Contractor | $15,290 | RetainedByContractorAmt |
| Net To Organization | $6,845 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $22,135 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $15,290 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $6,845 | TotalNetToOrganizationAmt |
| Licensed States | MN | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MINNESOTA | |||||||
| 100 CHURCH ST SE | MINNEAPOLIS | MN | 55455 | 416007513 | STATE OF MN GOVT | $282,612 | COLLEGIATE UNIT ALUMNI RELATIONS |
| UNIVERSITY OF MINNESOTA | |||||||
| 100 CHURCH ST SE | MINNEAPOLIS | MN | 55455 | 416007513 | STATE OF MN GOVT | $96,000 | AWARDS AND SCHOLARSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE USE OF GRANT FUNDS AWARDED TO THE UNIVERSITY OF MINNESOTA FOR COLLEGIATE UNIT ALUMNI RELATIONS, AWARDS AND SCHOLARSHIPS, CONTRIBUTIONS AND CO-SPONSORSHIPS ARE REVIEWED AT LEAST ANNUALLY BY UMAA STAFF RESPONSIBLE FOR EACH PROGRAM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA LEWIS | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $250,564 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $414 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $26,353 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $19,866 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $297,197 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | EXECUTIVE AND EXECUTIVE COMPENSATION COMMITTEE. THE EXECUTIVE AND EXECUTIVE COMPENSATION COMMITTEE SHALL BE CHAIRED BY THE BOARD CHAIR, AND SHALL CONSIST OF THE CHAIR, THE CHAIR-ELECT, THE VICE CHAIR, THE SECRETARY, THE TREASURER, THE PAST CHAIR, AND THE PRESIDENT OF THE UNIVERSITY OF MINNESOTA (OR DESIGNEE IF THE PRESIDENT OF THE UNIVERSITY OF MINNESOTA SO DELEGATES AND SO NOTIFIES THE CHAIR OR THE BOARD OF THE ASSOCIATION IN WRITING). THE CHIEF EXECUTIVE OFFICER SHALL BE A NON-VOTING MEMBER OF THE COMMITTEE. THE COMMITTEE SHALL ACT ONLY DURING INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS AND SHALL AT ALL TIMES BE SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD OF DIRECTORS. DURING SUCH INTERVALS AND SUBJECT TO SUCH CONTROL AND DIRECTION, THE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE AUTHORITY AND POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE AFFAIRS OF THE ASSOCIATION, SUBJECT TO SUCH LIMITATIONS AS THE BOARD OF DIRECTORS MAY IMPOSE. THE COMMITTEE SHALL KEEP REGULAR MINUTES OF ITS PROCEEDINGS AND REPORT THE SAME TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 2 | CATHERINE FRENCH, MATT KRAMER, PEYTON OWENS III, AND KATHY SCHMIDLKOFER - BUSINESS RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ASSOCIATION IS AN INDEPENDENT MEMBERSHIP ORGANIZATION. SECTION 1. CLASSES OF MEMBERSHIP. THERE SHALL BE TWO CLASSES OF MEMBERSHIP IN THE ASSOCIATION, REGULAR AND SPECIAL, DEFINED AS FOLLOWS: A. REGULAR MEMBERSHIP (1) ELIGIBILITY. A. A GRADUATE OR FORMER STUDENT OF THE UNIVERSITY OF MINNESOTA. A "FORMER STUDENT" IS ANYONE WHO HAS COMPLETED FIFTEEN (15) CREDITS; CONTINUING EDUCATION AND EXTENSION WORK IS INCLUDED. B. A CURRENT STUDENT OF THE UNIVERSITY OF MINNESOTA. C. A MEMBER OF THE BOARD OF REGENTS OR ANYONE WHO HOLDS A FACULTY, STAFF, OR ADMINISTRATIVE POSITION AT THE UNIVERSITY OF MINNESOTA. (2) PRIVILEGES. REGULAR MEMBERS SHALL BE ELIGIBLE FOR ALL RIGHTS AND PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS, EXCLUDING THE RIGHT TO AMEND THE CORPORATION'S ARTICLES AND BYLAWS, BUT INCLUDING THE RIGHT TO SERVE ON THE BOARD OF DIRECTORS AND VOTE AT THE ANNUAL AND SPECIAL MEETINGS OF THE GENERAL MEMBERSHIP. B. SPECIAL MEMBERSHIP (1) TYPES OF SPECIAL MEMBERSHIP. A. HONORARY MEMBER. ANY INDIVIDUAL WHO HAS RENDERED OUTSTANDING SERVICE TO THE UNIVERSITY OF MINNESOTA AND/OR THE UMAA AND IS DESIGNATED AN HONORARY MEMBER BY THE BOARD OF DIRECTORS. B. FRIEND OF THE UNIVERSITY. ANY INDIVIDUAL WHO DESIRES TO AFFILIATE WITH THE ASSOCIATION IN THE INTEREST OF ADVANCING ITS DESIGNATED GOALS AND PURPOSES. (2) PRIVILEGES. SPECIAL MEMBERS SHALL HAVE THE SAME RIGHTS AND DUTIES AS REGULAR MEMBERS EXCEPT A SPECIAL MEMBER SHALL HAVE NO RIGHT TO VOTE ON ANY MATTER THAT COMES BEFORE THE GENERAL MEMBERSHIP OR TO SERVE ON THE BOARD OF DIRECTORS OF THE ASSOCIATION. A SPECIAL MEMBER MAY SERVE AS A VOTING MEMBER OF ANY COMMITTEE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ASSOCIATION'S BOARD OF DIRECTORS CONSIST OF THE FOLLOWING: A. SEVEN (7) AT-LARGE DIRECTORS, NONE DESIGNATED FOR A SPECIFIC GROUP, ELECTED BY THE GENERAL MEMBERSHIP. B. TWELVE (12) DIRECTORS REPRESENTING BOARD COUNCILS, ELECTED BY THE GENERAL MEMBERSHIP. C. FIVE (5) VOTING EX-OFFICIO DIRECTORS (1) THE PRESIDENT OF THE UNIVERSITY OF MINNESOTA (2) THE PRESIDENT/CEO OF THE UNIVERSITY OF MINNESOTA FOUNDATION (3) THE PRESIDENT/CEO OF THE UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION (4) ONE FACULTY REPRESENTATIVE APPOINTED BY THE FACULTY CONSULTATIVE COMMITTEE (5) THE ATHLETIC DIRECTOR OF THE UNIVERSITY OF MINNESOTA EX-OFFICIO DIRECTORS MAY DESIGNATE AN APPROPRIATE SUBSTITUTE SUBJECT TO THE APPROVAL OF THE NOMINATING/BOARD DEVELOPMENT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS, THEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS, PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH MEMBER OF THE BOARD OF DIRECTORS AND EACH EMPLOYEE COMPLETES A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. BOARD OFFICERS AND OPERATING OFFICERS REVIEW THE DISCLOSURE STATEMENTS. WHEN A CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF DIRECTORS OR A BOARD COMMITTEE, THE INVOLVED MEMBER SHALL NOTIFY THE NATIONAL CHAIR, OR, WHEN THE MATTER IS BEFORE A BOARD COMMITTEE, THE CHAIR OF THE COMMITTEE. THE BOARD OR COMMITTEE MEMBER WITH THE CONFLICT SHALL REFRAIN FROM VOTING OR OTHERWISE ATTEMPTING TO EXERT ANY INFLUENCE ON THE BOARD OR COMMITTEE REGARDING THE MATTER UNDER CONSIDERATION. THE BOARD OR COMMITTEE MEMBERS WILL MAKE A DETERMINATION AS TO WHETHER A CONFLICT OF INTEREST EXISTS. THE MINUTES OF THE MEETING OF THE BOARD OR COMMITTEE SHALL REFLECT THAT THE CONFLICT OF INTEREST WAS DISCLOSED AND THAT THE INVOLVED MEMBER DID NOT PARTICIPATE IN THE VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN 2017, THE FOLLOWING WAS ESTABLISHED AS THE PROCEDURE REGARDING COMPENSATION: COMPENSATION OF THE CHIEF EXECUTIVE OFFICER IS SET BY THE EXECUTIVE AND EXECUTIVE COMPENSATION COMMITTEE. THE EXECUTIVE AND EXECUTIVE COMPENSATION COMMITTEE SHALL ESTABLISH COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER AND APPROVE THE COMPENSATION RECOMMENDED BY THE CHIEF EXECUTIVE OFFICER FOR THE CHIEF FINANCIAL OFFICER, OR OTHER OFFICERS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE ASSOCIATION, THAT IS FAIR AND REASONABLE TO THE ASSOCIATION. NO PERSON WHOSE COMPENSATION IS DETERMINED OR APPROVED BY THE COMMITTEE SHALL BE A VOTING MEMBER OF THE COMMITTEE WHEN ESTABLISHING THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND APPROVING THE COMPENSATION OF THE CHIEF FINANCIAL OFFICER, OR OTHER OFFICER IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE ASSOCIATION. THE COMMITTEE SHALL APPROVE SUCH COMPENSATION IN ADVANCE OF ITS PAYMENT, OBTAIN AND RELY ON APPROPRIATE DATA AS TO COMPARABILITY (SUCH AS COMPENSATION SURVEYS) PRIOR TO MAKING ITS DECISION, DOCUMENT IN WRITING THE DATE AND TERMS OF THE APPROVED COMPENSATION ARRANGEMENT, RECORD IN WRITING THE DECISION MADE BY EACH INDIVIDUAL MEMBER OF THE COMMITTEE WHO VOTED ON THE COMPENSATION ARRANGEMENT, AND DOCUMENT THE BASIS FOR SUCH DECISION. |
| FORM 990, PART VI, SECTION C, LINE 19 | UMAA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART V, LINE 2A | ALL STAFF OF THE UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION ARE EMPLOYEES OF THE UNIVERSITY OF MINNESOTA. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY GATEWAY CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SE OAK ST STE 500 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411879994 | EIN |
| Primary Activities | OWNS AND OPERATES FACILITY TO SUPOORT ITS BENEFICIARY ORGANIZATIONS | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12B, II | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |