2026-05-13T12:55:12-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 6320 CANOGA AVENUE 17TH FLOOR WOODLAND HILLS CA 91367 990 2024-07-01 882681235 ASU ENTERPRISE PARTNERS OUTREACH HUB ASUE 4809653759 PO BOX 2260 TEMPE AZ 852802260 VIRGINIA E DESANTO TREASURER 4809653759 2026-05-05 1 1 QI WEN LIANG P01270238 8185771900 2026-05-05 2024 2025-03-06 01:10:19Z MERIDITH RENTZ PO BOX 2260 TEMPE AZ 852802260 2716186 0 X WWW.ASUENTERPRISEPARTNERS.ORG X 2022 AZ THE ASU ENTERPRISE PARTNERS OUTREACH HUB ("OH") SUPPORTS THE OUTREACH AND TRANSACTIONAL NEEDS OF ARIZONA STATE UNIVERSITY (ASU) THROUGH MARKETING AND ENGAGEMENT SOLUTIONS TO ADVANCE THE UNIVERSITY AND STRENGTHEN ITS BRAND. IT SPECIALIZES IN PAID MEDIA OUTREACH, DATA-DRIVEN INSIGHTS AND OUTREACH TO ALUMNI, DONORS, AND TARGETED CORPORATIONS. 4 1 66 2 0 0 1515129 2596137 286555 57976 67313 59792 0 2281 1868997 2716186 164345 1892461 0 0 286906 525992 0 0 0 452499 1043209 903750 3461662 965247 -745476 2857811 2456243 1848464 2192372 1009347 263871 X THE ASU ENTERPRISE PARTNERS OUTREACH HUB ("OH") SUPPORTS THE OUTREACH AND TRANSACTIONAL NEEDS OF ARIZONA STATE UNIVERSITY (ASU) THROUGH MARKETING AND ENGAGEMENT SOLUTIONS TO ADVANCE THE UNIVERSITY AND STRENGTHEN ITS BRAND. IT SPECIALIZES IN PAID MEDIA OUTREACH, DATA-DRIVEN INSIGHTS AND OUTREACH TO ALUMNI, DONORS, AND TARGETED CORPORATIONS. 0 0 2831215 1892461 59469 THE OH OFFERS MULTIPLE SERVICES TO THE ASU COMMUNITY, INCLUDING PAID MEDIA OUTREACH, INSIGHTS, ALUMNI ENGAGEMENT SUPPORT AND DONOR OUTREACH SUPPORT. 2831215 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 66 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 1 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X VIRGINIA E DESANTO 4809657825 PO BOX 2260 TEMPE AZ 852802260 VIRGINIA E DESANTO TREASURER 2.00 48.00 X X 0 295939 44812 JIM O'BRIEN VICE CHAIR 1.00 1.00 X X 0 0 0 NICOLE COLYER SECRETARY (THRU 8/24) 1.00 1.00 X X 0 0 0 MACKENZIE WOODS SECRETARY (AS OF 9/24) 1.00 49.00 X X 0 65376 12087 MERIDITH RENTZ CEO (ASU EP) & CHAIR (FROM 7/24) 10.00 40.00 X X 0 370713 47483 ANN TOCA CHIEF OUTREACH OFFICER, MANAGING DIR. 40.00 X 386194 0 48306 NADINE BERGHAUS SENIOR VP MARKETING 40.00 X 382193 0 68965 CHRISTINE CARVALHO VP PARTNER SUCCESS (THRU 9/24) 40.00 X 272830 0 36808 JULIE KRELL AVP MARKETING SOLUTIONS 40.00 X 205289 0 53891 ANDREW CAREY AVP ALUMNI ENGAGEMENT 40.00 X 184000 0 38078 PAMELA ZAGER-MAYA SENIOR CREATIVE DIRECTOR 40.00 X 153268 0 46168 DANIEL DILLON FORMER CHAIR & DIRECTOR 1.00 39.00 X 0 177026 21294 1583774 909054 417892 14 1 1 0 MINDSHARE 175 GREENWICH STREET NEW YORK NY 10007 MEDIA OUTREACH SERVICES 6648618 OBERMEYER PRODUCTIONS PO BOX 4737 ASPEN CO 81612 VIDEO PRODUCTION SERVICES 1649659 CAMPBELL & COMPANY ONE EAST WACKER DRIVE STE 2100 CHICAGO IL 60601 CONSULTING 567663 TRUE STORY FILMS 170 S ASH AVE TEMPE AZ 85281 VIDEO PRODUCTION SERVICES 441879 FLOCK OF PIXELS 66 EAST VERNON AVE PHOENIX AZ 85004 VIDEO PRODUCTION SERVICES 400000 8 2596137 2596137 PROGRAM REV & MBRSHP 541900 57976 57976 57976 59792 59792 788 788 OTHER INCOME 900099 1493 1493 1493 2716186 59469 0 60580 X 1892461 1892461 38479 38479 382675 131534 251141 25549 8782 16767 48828 16783 32045 30461 28789 1672 1346 1346 2929 2929 1007676 746309 261367 6391 6391 14868 2787 12081 3036 2517 519 368 368 MEALS AND CULTIVATION 5057 475 4582 FEES AND SUBCRIPTIONS 1130 2 1128 PROJECT MATERIALS 408 408 3461662 2831215 630447 0 1795033 392857 1062778 2063386 2857811 2456243 1848464 2192372 1848464 2192372 X 1009347 263871 1009347 263871 2857811 2456243 -745476 0 X 0 1 X 1 0 X 1515129 2596137 4111266 1515129 2596137 4111266 4111266 5729 67313 60580 133622 4244888 555607 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 160000 360000 520000 3461662 264992476 3461662 265512476 323083 1000000 80771 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 309780 335408 360196 520000 1525384 250000 250000 250000 250000 1000000 1500000 0 0 0 160000 160000 SCHEDULE C, PART II-A: INFORMATION REGARDING LOBYYING ACTIVITIES AS A PART OF ITS MISSION, OH'S PARENT ORGANIZATION, ASU ENTERPRISE PARTNERS, CONTRIBUTES TO PUBLIC COMMUNICATION AND ADVOCACY ACTIVITIES THAT SUPPORT HIGHER EDUCATION IN ARIZONA AND THE NEED FOR ADEQUATE FUNDING TO PROVIDE EXCELLENT EDUCATIONAL OPPORTUNITIES FOR ARIZONA RESIDENTS. 0 X 23488268 3587025 17185057 20772082 2716186 0 2716186 24233744 3587025 17185057 20772082 3461662 0 3461662 PART X, LINE 2: ASU ENTERPRISE PARTNERS OUTREACH HUB ("OH") IS EXEMPT FEDERAL INCOME TAX UNDER SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) AND IS FURTHER CLASSIFIED AS A PUBLIC CHARITY AS DESCRIBED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(IV) OF THE INTERNAL REVENUE CODE. THOUGH GENERALLY TAX-EXEMPT IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSES UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE ORGANIZATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE ORGANIZATION FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE TAX YEARS ENDING JUNE 30, 2025, 2024, 2023, AND 2022 ARE STILL OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF JUNE 30, 2025, AND 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: SERVICE AGREEMENT 17,185,057. EXPENSE REIMBURSEMENT PART XII, LINE 2D - OTHER ADJUSTMENTS: SERVICE AGREEMENT 17,185,057. 1 ARIZONA STATE UNIVERSITY PO BOX 877505 TEMPE AZ 85287 860196696 115 122277 0 PROGRAM SUPPORT ASU FOUNDATION FOR A NEW AMERICAN UNIV PO BOX 2260 TEMPE AZ 85280 866051042 501(C)(3) 15000 0 PROGRAM SUPPORT ASU ENTERPRISE PARTNERS PO BOX 2260 TEMPE AZ 85280 475599177 501(C)(3) 1755184 0 PROGRAM SUPPORT 3 0 PART I, LINE 2: GRANTS PAID CONSIST OF FUNDS PROVIDED TO ARIZONA STATE UNIVERSITY, ITS AFFILIATES, AND OTHER NON-PROFITS FOR ASU RELATED INITIATIVES, WHICH ARE ACCOUNTED FOR AND MONITORED THROUGH THE USE OF ACCOUNTS AND ACCOUNT PURPOSE AT THE TIME OF EACH DISBURSEMENT. 1 0 0 0 0 0 0 1 0 NADINE BERGHAUS SENIOR VP MARKETING 312120 0 69850 0 223 0 45800 0 23165 0 451158 0 0 0 ANN TOCA CHIEF OUTREACH OFFICER, MANAGING DIR 335981 0 50213 0 0 0 23993 0 24313 0 434500 0 0 0 MERIDITH RENTZ CEO (ASU EP) & CHAIR (FROM 7/24) 0 334429 0 28000 0 8284 0 16340 0 31143 0 418196 0 0 VIRGINIA E DESANTO TREASURER 0 287262 0 8677 0 0 0 20770 0 24042 0 340751 0 0 CHRISTINE CARVALHO VP PARTNER SUCCESS (THRU 9/24) 225282 0 14375 0 33173 0 15326 0 21482 0 309638 0 0 0 JULIE KRELL AVP MARKETING SOLUTIONS 194777 0 5871 0 4641 0 14259 0 39632 0 259180 0 0 0 ANDREW CAREY AVP ALUMNI ENGAGEMENT 178328 0 5386 0 286 0 12970 0 25108 0 222078 0 0 0 PAMELA ZAGER-MAYA SENIOR CREATIVE DIRECTOR 135706 0 17409 0 153 0 11108 0 35060 0 199436 0 0 0 DANIEL DILLON FORMER CHAIR & DIRECTOR 0 170236 0 0 0 6790 0 11511 0 9783 0 198320 0 0 PART I, LINE 4A CHRISTINE CARVALHO RECEIVED SEVERANCE OF $33,173. PART I, LINE 7 NON-FIXED PAYMENTS BONUSES ARE GIVEN ON A DISCRETIONARY BASIS BASED ON PERFORMANCE REVIEWS AT THE END OF THE YEAR. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS ASU ENTERPRISE PARTNERS (EP) SERVES AS THE SOLE MEMBER OF THE ORGANIZATION, AND PROVIDES THEM WITH VARIOUS SUPPORTING SERVICES, SUCH AS LEGAL, HUMAN RESOURCES, FINANCIAL SERVICES, AND MARKETING AND TECHNICAL SERVICES. IN ADDITION, MANAGES THE RESERVES AND PROVIDES GUIDANCE AND OVERSIGHT OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS WITH POWERS TO ELECT OR APPOINT ASU ENTERPRISE PARTNERS AS THE SOLE MEMBER HAS THE POWER TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY OF OH. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS SUBJECT TO APPROVAL PER THE BYLAWS OF OH, THE FOLLOWING ACTIONS SHALL NOT BE TAKEN BY THE CORPORATION WITHOUT THE APPROVAL OF THE MEMBER: ELECTION AND REMOVAL OF DIRECTORS, AMENDMENT OF THE ARTICLES OF INCORPORATION OF THE CORPORATION, AMENDMENT OF THE BYLAWS OF THE CORPORATION, MERGER, CONSOLIDATION OR DISSOLUTION OF THE CORPORATION, THE CREATION OF ANY SUBSIDIARIES OR AFFILIATES OF THE CORPORATION, ADOPTION OF THE STRATEGIC AND ANNUAL BUSINESS PLANS AND ADOPTION OF THE ANNUAL BUDGET PREPARED BY THE CORPORATION AND ANY ACTIONS TAKEN BY THE CORPORATION, THE SELECTION AND RETENTION OF THE CEO OF THE CORPORATION, THE MAKING OF ANY CAPITAL EXPENDITURES, THE SELECTION OF THE MANNER AND LOCATION OF INVESTMENT OF ANY FINANCIAL ASSETS, THE CREATION OR EXTENSION OF ANY LOANS BY OR ANY BORROWING BY THE CORPORATION OR THE SALE OF ANY CAPITAL ASSETS BY THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS OH'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE DRAFT IS SUBMITTED TO OH'S MANAGEMENT FOR REVIEW AND ACCURACY OF REPORTING. THE BOARD OF DIRECTORS HAS DELEGATED REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE OF ASU ENTERPRISE PARTNERS ("EP"). MANAGEMENT AND A REPRESENTATIVE OF THE OUTSIDE ACCOUNTING FIRM REVIEW THE FORM 990 WITH THE AUDIT COMMITTEE. ONCE APPROVED AND ACCEPTED BY THE AUDIT COMMITTEE, A FULL COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS. IT IS THEN SIGNED BY THE TREASURER AND SUBMITTED ELECTRONICALLY TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C UPON HIRE AND ON AN ANNUAL BASIS, ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OR POTENTIAL CONFLICTS RELATING TO THEIR INVOLVEMENT WITH OH. IN ADDITION, ANY TIME THE EMPLOYEE BECOMES AWARE OF A NEW CONFLICT, THEY ARE REQUIRED TO SUBMIT AN UPDATED CONLICT OF INTEREST/COMMITMENT FORM TO EP'S GENERAL COUNSEL. ANY IDENTIFIED CONFLICTS WOULD BE REVIEWED BY THE BOARD CHAIR AND THE CEO TO DETERMINE ANY MITIGATION ACTIONS NEEDED. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION OF MANAGING DIRECTOR AND KEY EMPLOYEES FOR OH, THE BOARD OF DIRECTORS APPROVES THE COMPENSATION PACKAGE FOR THE MANAGING DIRECTOR BASED ON CURRENT MARKET COMPARISONS PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT, RESPONSIBILITIES OF THE POSITION, GOALS OF THE OUTREACH HUB AND NEGOTIATIONS WITH THE MANAGING DIRECTOR. THE MANAGING DIRECTOR MAKES COMPENSATION DECISIONS FOR ALL OTHER EMPLOYEES IN RELIANCE ON MARKET COMPARABILITY DATA PREPARED BY INDEPENDENT COMPENSATION CONSULTANTS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS MADE AVAILABLE TO THE PUBLIC THE FORM 1023 AND FORM 990 FOR OH ARE AVAILABLE UPON REQUEST. OH DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 42,914. MANAGEMENT AND GENERAL EXPENSES 15,029. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,943. MEDIA OUTREACH : PROGRAM SERVICE EXPENSES 496,770. MANAGEMENT AND GENERAL EXPENSES 173,975. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 670,745. VIDEO PRODUCTION: PROGRAM SERVICE EXPENSES 172,575. MANAGEMENT AND GENERAL EXPENSES 60,438. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 233,013. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 34,050. MANAGEMENT AND GENERAL EXPENSES 11,925. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,975. ASU FOUNDATION FOR A NEW AMERICAN UNIV PO BOX 2260 TEMPE AZ 852802260 866051042 SUPPORT AZ 501(C)(3) LINE 5 EP 0 RESEARCH COLLABORATORY AT ASU PO BOX 2260 TEMPE AZ 852802260 463815674 SUPPORT AZ 501(C)(3) LINE 7 EP 0 ASU RESEARCH ENTERPRISE PO BOX 2260 TEMPE AZ 852802260 900868685 SUPPORT AZ 501(C)(3) LINE 10 EP 0 TAYLOR TRUST FBO ASU FOUNDATION PO BOX 2260 TEMPE AZ 852802260 866252445 SUPPORT AZ 501(C)(3) LINE 12A, I ASUF 0 ASU ENTERPRISE PARTNERS PO BOX 2260 TEMPE AZ 852802260 475599177 HOLDING AZ 501(C)(3) LINE 5 N/A 0 ASU FOUNDATION MEXICO AC SIERRA MOJADA 626 EDIFICIO NO CIUDAD DE MEXICO MX 1101 EDUCATION MX 501(C)(3) GLOBAL III 0 RCASU GERMANY GGMBH VALENTINSKAMP 70 HAMBURG GM 20355 HOLDING CO. 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