2026-05-11T11:02:18+00:00 2025-06-30 440160260 Forvis Mazars LLP 1201 Walnut Street Suite 1700 Kansas City MO 641062246 990 2024-07-01 480291250 The Kansas University Alumni Association KANS 7858644760 1266 Oread Avenue Lawrence KS 66045 Heath Peterson President & CEO 2026-05-11 true true Michael Engle P00482834 8162216300 2026-05-11 2024 2025-03-06 01:10:19Z KU Alumni Association Heath Peterson 1266 Oread Avenue Lawrence KS 66045 9613885 false X www.kualumni.org X 1883 KS WE BUILD LIFELONG RELATIONSHIPS THAT STRENGTHEN THE UNIVERSITY OF KANSAS AND THE LEGACY OF EXCELLENCE EMBODIED BY ITS STUDENTS, ALUMNI, FACULTY, STAFF AND FRIENDS. 26 26 51 2000 492327 0 6109113 7075238 1187526 980170 405749 468503 407623 529644 8110011 9053555 0 0 0 4304779 4367850 0 0 858825 4172203 3976237 8476982 8344087 -366971 709468 64129230 63776465 5192839 3396290 58936391 60380175 X WE BUILD LIFELONG RELATIONSHIPS THAT STRENGTHEN THE UNIVERSITY OF KANSAS AND THE LEGACY OF EXCELLENCE EMBODIED BY ITS STUDENTS, ALUMNI, FACULTY, STAFF AND FRIENDS. false true 5187787 0 758192 ALUMNI, STUDENT, AND UNIVERSITY PROGRAMS - KU ALUMNI PROVIDES ONE OF THE MOST COMPREHENSIVE ALUMNI PROGRAMS IN THE COUNTRY, NURTURING A CONSISTENTLY GROWING, ACTIVE, AND POWERFUL KU COMMUNITY THAT CREATES IMPACT FOR THE UNIVERSITY OF KANSAS. HIGHLIGHTS INCLUDE:1) NETWORKS - 162 DOMESTIC, INTERNATIONAL, AND AFFINITY-BASED NETWORKS HELD EVENTS FOCUSED ON UNIVERSITY ISSUES, INCLUDING CAMPUS NEWS, STUDENT RECRUITMENT, MEMBERSHIP ADVANCEMENT, LEGISLATIVE ADVOCACY, AND COMMUNITY SERVICE. ACADEMIC PROGRAMS SERVED THE UNIVERSITY THROUGH A VARIETY OF MEETINGS, EVENTS, AND NEWSLETTERS TAILORED TO THE NEEDS OF INDIVIDUAL SCHOOLS AND KEEPING ALUMNI INFORMED REGARDING THEIR AREAS OF ACADEMIC INTEREST. PROGRAMMATIC OFFERINGS FOR ALUMNI AND UNIVERSITY FRIENDS INCLUDE IN PERSON AND VIRTUAL EVENTS; 2) ADAMS ALUMNI CENTER - PROVIDED BANQUET AND MEETING SERVICES FOR UNIVERSITY, TRADITIONAL KU ALUMNI EVENTS, AND KU ALUMNI CONSTITUENTS; 3) JAYHAWK WELCOME CENTER (JWC)- AN ADDITION TO THE ADAMS ALUMNI CENTER IN SPRING 2023, THE JWC SERVES AS THE STARTING POINT FOR CAMPUS VISITS BY PROSPECTIVE STUDENTS AND THEIR FAMILIES, AND ADDITIONALLY INCLUDES CREATION OF EXPERIENCES EMPHASIZING BOTH STORYTELLING AND SPACES FOR COLLABORATION AND CELEBRATION FOR ALUMNI AND GUESTS OF ALL AGES, HOSTING OVER 80,000 GUESTS; 4) SUPPORT OF INTERCOLLEGIATE ATHLETICS - ENCOURAGED AND PROMOTED GATHERINGS OF ALUMNI AND INTERESTED PERSONS TO SUPPORT THE UNIVERSITY ATHLETICS PROGRAMS; 5)STUDENT ALUMNI NETWORK PROGRAMS - PROVIDED OPPORTUNITIES FOR STUDENTS TO INTERACT WITH KU ALUMNI, ACCESS TO A NETWORK OF MENTORS, AND TO LEARN KU TRADITIONS; AND 6) JAYHAWK CAREER NETWORK - FEATURING THE DIGITAL KU MENTORING PLATFORM UNITING CAREER SERVICES ACROSS THE KU CAMPUS WITH OVER 16,000 USERS, INCLUDING 5,200 STUDENTS AND 40,000 MESSAGES SINCE FALL 2018. 915409 0 0 PUBLICATIONS AND COMMUNICATIONS - PROVIDING COVERAGE OF NEWS AND ISSUES THAT AFFECT THE UNIVERSITY THROUGH PUBLICATION AND DELIVERY OF THE AWARD-WINNING, QUARTERLY KANSAS ALUMNI MAGAZINE TO NEARLY 37,000 KU ALUMNI SUPPORTERS; PRODUCTION OF REGULAR (OVER 525 ANNUALLY) BROADCAST EMAILS AND ANNOUNCEMENTS REACHING NEARLY 224,000 SUPPORTERS AND OTHER KU FRIENDS ON BEHALF OF KU ALUMNI AND VARIOUS UNIVERSITY CONSTITUENCIES. SOCIAL MEDIA AND ON-LINE ACTIVITIES REACH AND ENGAGE MORE THAN 62,000 FOLLOWERS, 36,000 MOBILE ALUMNI APP SESSIONS, AND NEARLY 160,000 UNIQUE WEBSITE VISITS. 524202 0 0 ALUMNI RECORDS - AS OFFICIAL RECORD KEEPER FOR THE UNIVERSITY OF KANSAS FOR PERSONAL AND MAILING RECORDS FOR THE FORMER STUDENTS AND GRADUATES OF THE UNIVERSITY, KU ALUMNI CONTINUALLY UPDATES AN ACTIVE BIOGRAPHICAL RECORDS DATABASE INCLUDING OVER 278,000 DEGREE-HOLDERS AND NEARLY 495,000 UNIVERSITY ALUMNI AND FRIENDS. 6627398 true true false true false false false false false true true true false false true true true false false false false false false false true false false false false true false false false false false false false false false false true false false false false false false false false false true 29 0 true 51 true true true false false false false true true false false false false false false X 26 26 false false false false false false false true true false true true true true true true true true true false false false X Dwight Parman 7858644760 1266 Oread Ave Lawrence KS 66045 X TAYLOR BURCH CHAIR 1.0 0.0 X X 0 0 0 ALLEN FEE '25 DIRECTOR 1.0 0.0 X 0 0 0 BECKY SLOAN '26 DIRECTOR 1.0 0.0 X 0 0 0 BOBB MECKENSTOCK '26 DIRECTOR 1.0 0.0 X 0 0 0 CHIP HILLEARY '29 DIRECTOR 1.0 0.0 X 0 0 0 DAVID OCHOA '28 DIRECTOR 1.0 0.0 X 0 0 0 FRANCIE STONER '29 DIRECTOR 1.0 0.0 X 0 0 0 GAUTHAM REDDY '29 DIRECTOR 1.0 0.0 X 0 0 0 GLEN COX '29 DIRECTOR 1.0 0.0 X 0 0 0 JESSICA NELSON PALM '26 DIRECTOR 1.0 0.0 X 0 0 0 JIM SMALL '29 DIRECTOR 1.0 0.0 X 0 0 0 JODI SELLERS '25 DIRECTOR 1.0 0.0 X 0 0 0 JOSEEN BRYANT '29 DIRECTOR 1.0 0.0 X 0 0 0 JOSEPH COURTRIGHT '25 CHAIR ELECT 1.0 0.0 X 0 0 0 JOY MAXWELL '28 DIRECTOR 1.0 0.0 X 0 0 0 JULIE ANDREWS '25 DIRECTOR 1.0 0.0 X 0 0 0 KETURAH HARDING POHL DIRECTOR 1.0 0.0 X 0 0 0 LEAH VOMHOF '29 DIRECTOR 1.0 0.0 X 0 0 0 LISA EVANS TUCHTAN '26 DIRECTOR 1.0 0.0 X 0 0 0 LISA STUMP '28 DIRECTOR 1.0 0.0 X 0 0 0 MARLON MARSHALL '28 DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL HAPPE PAST CHAIR 1.0 0.0 X 0 0 0 MONIQUE GARCIA 28 DIRECTOR 1.0 0.0 X 0 0 0 PAUL WISE '28 DIRECTOR 1.0 0.0 X 0 0 0 RYAN PFEIFFER '26 DIRECTOR 1.0 0.0 X 0 0 0 TAMARA HUFF JOHNSON '27 DIRECTOR 1.0 0.0 X 0 0 0 DWIGHT S PARMAN TREASURER/CFO 40.0 0.0 X 186961 0 35882 HEATH PETERSON PRESIDENT & CEO 40.0 0.0 X 253806 0 46440 JENNIFER J SANNER SECRETARY/SR VP 40.0 0.0 X 161629 0 29638 ANGELA RIFFEY STOREY SVP DONOR RELATION 40.0 0.0 X 164106 0 19043 KRISTI LACLE SVP OPS & PROGRAMS 40.0 0.0 X 175110 0 12675 AUSTIN HARRIS SVP REV DEV 40.0 0.0 X 122801 0 15455 JODI NACHTIGAL AVP FINANCE 40.0 0.0 X 114222 0 13166 MARY PADILLA AVP STRAT COMMS 40.0 0.0 X 107157 0 19344 NICK KALLAIL AVP NETWORK DEV 40.0 0.0 X 105702 0 16202 SANDIFER MYKALA AVP UNIV RELATIONS 40.0 0.0 X 106239 0 16835 1497733 0 224680 10 false true false Augeo Experiences LLP 111 Cheshire Lane Suite 100 Minnetonka MN 55305 Event costs/planning 319550 Royle Printing 745 S Bird Street Sun Prairie WI 53590 Printing 138218 KU Athletic Corporation 1651 Naismith Drive Lawrence KS 66045 Event tix & shared event expenses 129994 3 547890 466214 6061134 147135 7075238 AUX. EVENT REVENUE/FEES 812900 87992 87992 JWC OPERATING SUBSIDY 532000 451251 451251 PERIODICAL ADVERTISING 540000 176862 176862 DIGITAL ADVERTISING 540000 72840 72840 TRAVEL TOUR COMMISSIONS 560000 191225 191225 0 0 0 0 980170 467963 467963 466479 466479 0 0 540 0 540 540 540 328178 466214 535362 -207184 -207184 289363 24968 264395 212995 51400 OTHER REVENUE 900099 5954 5954 0 0 0 0 5954 9053555 758192 492327 727798 X 1103093 823719 143635 135739 2465112 1840787 320987 303338 161046 120259 20970 19817 395367 295235 51481 48651 243232 181630 31672 29930 7088 7088 96820 96820 844407 647937 124116 72354 18000 10722 295 6983 250548 149236 4105 97207 26138 7993 10141 8004 331837 330951 886 95035 78197 9923 6915 59649 49081 6228 4340 177000 177000 1455073 1451190 3883 130847 130498 349 DUES & ADMISSIONS 184219 151579 19235 13405 PRINTING & PUBLICATIONS 166212 99003 2724 64485 POSTAGE & SHIPPING 120406 71719 1973 46714 EVENTS & HOSPITALITY 12958 10662 1353 943 0 0 0 0 8344087 6627398 857864 858825 1052719 921486 481540 572922 0 0 0 0 95620 226025 33874209 6588213 28721531 27285996 33777820 34770036 0 0 0 64129230 63776465 1160414 1059984 1400915 263412 0 0 2631510 2072894 5192839 3396290 X 38672808 38871296 20263583 21508879 58936391 60380175 64129230 63776465 X 709468 240337 493979 X false true true false X 8667520 7285837 5566276 5391496 7075238 33986367 0 0 8667520 7285837 5566276 5391496 7075238 33986367 441600 33544767 1268232 806476 858824 866953 934442 4734927 25913 25913 0 0 0 0 0 0 38747207 2919266 0.86573 0.82869 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false true 0 false false true 0 true 0 true 43804 43804 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY JAYHAWKS FOR HIGHER EDUCATION, ORGANIZED BY KU ALUMNI, IS COMPRISED OF VOLUNTEER ALUMNI THROUGHOUT THE STATE OF KANSAS. THE FUNCTION OF JAYHAWKS FOR HIGHER EDUCATION IS TO ENCOURAGE ADEQUATE STATE OF KANSAS SUPPORT FOR HIGHER EDUCATIONAL APPROPRIATIONS. JAYHAWKS FOR HIGHER EDUCATION SUPPORTS THE REQUESTS OF THE KANSAS BOARD OF REGENTS FOR THE STATE EDUCATIONAL INSTITUTIONS UNDER ITS JURISDICTION. AT NO TIME DOES JAYHAWKS FOR HIGHER EDUCATION PARTAKE IN PARTISAN POLITICAL MATTERS OR CONTRIBUTE TO OR SUPPORT INDIVIDUAL POLITICAL CAMPAIGNS. THE GROUP'S ONLY ROLE IS TO ENCOURAGE THE SUPPORT BY ELECTED STATE OFFICIALS OF THE STATE'S HIGHER EDUCATIONAL NEEDS. MOST COMMUNICATIONS OCCUR VIA EMAIL UPDATES TO OVER 1,500 JAYHAWKS FOR HIGHER EDUCATION MEMBERS AT KEY POINTS THROUGHOUT THE LEGISLATIVE SESSION, ASKING THEM TO TAKE ACTION BY CALLING OR CORRESPONDING WITH THEIR LOCAL LAWMAKERS ON ISSUES OF IMPORTANCE TO KU AND HIGHER EDUCATION. KU ALUMNI'S EXPENSES PRINCIPALLY CONSIST OF ALLOCATED SALARIES, BENEFITS, AND OVERHEAD. 25027255 159771 1749767 0 1039213 0 25897580 23640346 284057 2183260 0 1080408 0 25027255 23657147 802545 230716 0 1050062 0 23640346 23189229 548236 793072 0 873390 0 23657147 17691303 509234 5827415 0 838723 0 23189229 1.0 0.0 0.0 true false 345215 345215 27841826 3974755 23867071 163529 63527 100002 1340916 596018 744898 4182723 1953913 2228810 27285996 Closely-held equity interests Financial derivatives INVESTMENTS AT KU ENDOWMENT ASSN 12186010 F BENEFICIAL INTERESTS IN KU ENDOWMENT ASSN 22584026 F 34770036 Federal Income Taxes ADVANCE ON PLEDGES FOR CONSTRUCTION COSTS 2072894 2072894 X 10348201 734316 560330 1294646 9053555 0 0 9053555 8904417 560330 560330 8344087 0 0 8344087 Schedule D, Part V, Line 4 Intended uses of endowment funds THE ALUMNI ASSOCIATION MAINTAINS A BOARD-DESIGNATED ENDOWMENT FUND ESTABLISHED TO PROVIDE FUNDS FOR SERVICES TO LIFE MEMBERS (SCHEDULE D, PART V, LINES 1-2). THE ALUMNI ASSOCIATION ALSO IS DESIGNATED INCOME RECIPIENT FOR CERTAIN PERMANENT ENDOWMENT FUNDS UNDER BOTH OWNERSHIP AND CONTROL OF THE KU ENDOWMENT ASSOCIATION BUT WHICH ARE HELD AND ADMINISTERED BY THE ENDOWMENT ASSOCIATION IN PERPETUITY FOR THE ALUMNI ASSOCIATION'S BENEFIT (SCHEDULE D, PART V, LINE 3A). THESE ENDOWMENTS ARE REPORTED AS BENEFICIAL INTERESTS IN ENDOWMENT FUNDS IN PART X, BALANCE SHEET. INCOME DISTRIBUTIONS FROM THE BENEFICIAL INTERESTS, WHICH ARE SUBJECT TO THE ENDOWMENT ASSOCIATION'S SPENDING POLICIES, ARE REFLECTED AS CONTRIBUTIONS IN PART I, LINE 8. INCOME DISTRIBUTIONS FROM THESE ENDOWMENTS SUPPLEMENT THE ALUMNI ASSOCIATION'S OPERATIONS AND ALSO PROVIDE FOR UPKEEP AND MAINTENANCE OF THE ADAMS ALUMNI AND JAYHAWK WELCOME CENTERS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote KU ALUMNI'S ACCOUNTING POLICY FOR THE EVALUATION OF UNCERTAIN TAX POSITIONS IS TO REVIEW THOSE POSITIONS ON AN ANNUAL BASIS. A LIABILITY WOULD BE RECORDED IN THE FINANCIAL STATEMENTS DURING THE PERIOD WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES AND THE LIABILITY WOULD BE INCURRED BY KU ALUMNI. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 FUNDRAISING EXPENSES - 535362 COGS - 24968 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 FUNDRAISING EXPENSES - 535362 COGS - 24968 Rock Chalk Forever 683319 380736 302583 8500 113116 6250 358606 Jayhawk Roundup 111073 85478 25595 0 8443 1404 39043 0 794392 466214 328178 8500 121559 7654 397649 535362 -207184 X true true X X false false false false false false false false false DWIGHT S PARMAN TREASURER/CFO 171665 0 15296 0 0 0 13908 0 21974 0 222843 0 0 0 HEATH PETERSON PRESIDENT & CEO 233700 0 20106 0 0 0 18210 0 28230 0 300246 0 0 0 JENNIFER J SANNER SECRETARY/SR VP 155902 0 5727 0 0 0 12433 0 17205 0 191267 0 0 0 ANGELA RIFFEY STOREY SVP DONOR RELATION 153991 0 10115 0 0 0 11837 0 7206 0 183149 0 0 0 KRISTI LACLE SVP OPS & PROGRAMS 163008 0 12102 0 0 0 12675 0 0 0 187785 0 0 0 Schedule J, Part I, Line 1a Health or social club dues or initiation fees KU ALUMNI PAYS THE COUNTRY CLUB MEMBERSHIP DUES OF CERTAIN EMPLOYEES. THESE PAYMENTS ARE ANALYZED AND REPORTED AS TAXABLE COMPENSATION, TO THE EXTENT THESE MEMBERSHIP DUES PAYMENTS ARE DEEMED TO BE PERSONAL, RATHER THAN BUSINESS RELATED. X Auction items 200 147135 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Other - Auction items Items received Form 990, Part III, Line 3 Significant changes in program services Effective June 30,2025, the organization ended its membership program and moved to an annual giving model. The organization also updated its affiliation agreement with the University of Kansas such that responsibilities of the Kansas University Medical Center Alumni Association, a separate IRC 501(c)3 organization, were integrated into the organization's operations on 01.01.25. The Kansas University Medical Alumni Association was subsequently terminated as a separate legal entity. Form 990, Part VI, Line 11b Review of form 990 by governing body AUDIT COMMITTEE MEMBERS RECEIVE AND REVIEW THE FORM 990 ON BEHALF OF THE BOARD OF DIRECTORS PRIOR TO FILING. AN AUDIT COMMITTEE REPORT ON THE REVIEW IS SUBSEQUENTLY MADE TO THE BOARD OF DIRECTORS, AND COPIES OF THE FORM 990 AS FILED ARE PROVIDED TO ANY BOARD MEMBER UPON REQUEST. Form 990, Part VI, Line 12c Conflict of interest policy EMPLOYEES AND ALL MEMBERS OF BOTH THE BOARD OF DIRECTORS ARE ANNUALLY REQUESTED TO COMPLETE AND SUBMIT IN WRITING TO THE PRESIDENT & CEO A CONFLICT OF INTEREST, CONFIDENTIALITY, AND SECURITY AGREEMENT FORM. THIS FORM DISCLOSES FINANCIAL INTERESTS OF THE EMPLOYEE OR DIRECTOR WITH WHICH KU ALUMNI IS ALSO POTENTIALLY A PARTY, INCLUDING BUT NOT LIMITED TO TRANSACTIONS OR AGREEMENTS; POTENTIAL OWNERSHIP OR INVESTMENT INTERESTS IN ANY ENTITY WITH WHICH KU ALUMNI IS NEGOTIATING A TRANSACTION OR ARRANGEMENT; AND OWNERSHIP, INVESTMENT, OR COMPENSATION INTERESTS IN AN ORGANIZATION WHICH IS IN COMPETITION WITH KU ALUMNI . THE CHAIR OF THE BOARD OF DIRECTORS IS TO BECOME FAMILIAR WITH THE STATEMENTS OF THE PRESIDENT & CEO AND ALL BOARD MEMBERS. THE CHAIR-ELECT OF THE BOARD OF DIRECTORS AND THE PRESIDENT & CEO ARE TO BECOME FAMILIAR WITH THE STATEMENT FILED BY THE CHAIR. Form 990, Part VI, Line 15a Process to establish compensation of top management official KU ALUMNI'S EXECUTIVE COMMITTEE ANNUALLY CONDUCTS A PERFORMANCE EVALUATION OF THE PRESIDENT & CEO AND FUNCTIONS AS A COMPENSATION COMMITTEE. IN EVALUATING THE PRESIDENT AND CEO'S PERFORMANCE, THE EXECUTIVE COMMITTEE SOLICITS INPUT FROM THE PRESIDENT & CEO AND ALL DIRECTORS. THE EXECUTIVE COMMITTEE THEN DETERMINES THE PRESIDENT AND CEO'S COMPENSATION AND BENEFITS. THIS DETERMINATION IS BASED UPON PERFORMANCE OF THE PRESIDENT & CEO AND THE ORGANIZATION AS A WHOLE AS WELL AS ANNUAL SALARY SURVEY RESULTS OBTAINED FROM PEERS IN SIMILAR ORGANIZATIONS. THE RESULTS OF THE PERFORMANCE REVIEW AND THE EXECUTIVE COMMITTEE'S CONCLUSION REGARDING THE PRESIDENT AND CEO'S COMPENSATION AND BENEFITS ARE REPORTED TO THE BOARD OF DIRECTORS IN AN EXECUTIVE SESSION AT ITS MAY MEETING EACH YEAR. ALL MANAGEMENT PERSONNEL OF KU ALUMNI, INCLUDING THE PRESIDENT & CEO, ARE EXCLUDED FROM ALL MEETINGS OF THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS IN WHICH PERFORMANCE AND COMPENSATION OF THE PRESIDENT & CEO ARE CONSIDERED. Form 990, Part VI, Line 19 Required documents available to the public KU ALUMNI'S GOVERNING DOCUMENTS ARE FILED WITH THE KANSAS SECRETARY OF STATE'S OFFICE. COPIES OF GOVERNING DOCUMENTS, POLICIES, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part IX, Line 11g Other Fees OTHER PROFESSIONAL SERVICES - Total Expense: 844407, Program Service Expense: 647937, Management and General Expenses: 124116, Fundraising Expenses: 72354; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN BENEFICIAL INTEREST IN ENDOWMENT FUNDS - 493979; Total - 493979;