INDIANA UNIVERSITY ALUMNI ASSOCIATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA UNIVERSITY ALUMNI ASSOCIATION INC (EIN 23-7056162)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-03-18
- IRS object ID
- 202410789349301101
- Schema version
- 2022v5.0
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-18T12:06:30-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237056162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Indiana University Alumni Association Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SARAH A PIKE | InCareOfNm |
| Business Name Control | INDI | BusinessNameControlTxt |
| Phone | 8128556305 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 East 17th Street | AddressLine1Txt |
| City | Bloomington | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47408 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH A PIKE | PersonNm |
| Person Title | EXEC DIR OF FINANCE | PersonTitleTxt |
| Phone | 8128556305 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARAH A | PersonFirstNm |
| Person Last | PIKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE B FISHBACK | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICIA J RIVEIRE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 East 17th Street | AddressLine1Txt |
| City | Bloomington | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,927,688 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALUMNI.INDIANA.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | IDENTIFY AND INVOLVE MORE THAN 750,000 ALUMNI TO SERVE INDIANA UNIVERSITY AND EACH OTHER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 58 | TotalEmployeeCnt |
| Total Volunteers | 1068 | TotalVolunteersCnt |
| Total Gross UBI | $191,024 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,604,486 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,891,979 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $888,769 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,109,889 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,032,507 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,077,541 | CYInvestmentIncomeAmt |
| PY Other Revenue | $583,591 | PYOtherRevenueAmt |
| CY Other Revenue | $764,242 | CYOtherRevenueAmt |
| PY Total Revenue | $10,109,353 | PYTotalRevenueAmt |
| CY Total Revenue | $10,843,651 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,702,099 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,800,331 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,104,685 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,063,080 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $118,518 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,836,934 | PYOtherExpensesAmt |
| CY Other Expenses | $3,934,535 | CYOtherExpensesAmt |
| PY Total Expenses | $9,643,718 | PYTotalExpensesAmt |
| CY Total Expenses | $10,797,946 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $465,635 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $45,705 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,479,674 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,909,102 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $468,188 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $334,655 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,011,486 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $30,574,447 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE INDIANA UNIVERSITY ALUMNI ASSOCIATION ACTIVATES AND SUPPORTS THE GLOBAL ALUMNI NETWORK- ENCOURAGING ALUMNI TO GROW A LIFELONG CONNECTION WITH INDIANA UNIVERSITY, AND INSPIRING THEIR ONGOING GENEROSITY TOWARD EACH OTHER AND THE UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $9,616,045 | ExpenseAmt |
| Grant | $1,800,331 | GrantAmt |
| Revenue | $918,976 | RevenueAmt |
| Desc | PROVIDE PROGRAMS, ACTIVITIES, COMMUNICATIONS, AND SERVICES TO GENERAL ALUMNI BODY, ALUMNI COMMUNITIES, CONSTITUENT SOCIETIES AND AFFILIATE GROUPS. PARTICULARLY FOCUSED ON PROVIDING CAREER AND PROFESSIONAL DEVELOPMENT AND PERSONAL DEVELOPMENT OPPORTUNITIES IN PROGRAMMING, NETWORKING, AND CONTENT. | Desc |
| Total Program Service Expenses | $9,616,045 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 53 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 58 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH A PIKE | PersonNm |
| Phone | 8128556305 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 E 17TH STREET | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47408 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 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 |
|---|---|---|---|---|---|---|---|---|
| PATRICIA RIVEIRE | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.0 | 0.0 | Yes (X) | Yes (X) | $191,985 | $0 | $32,296 | |
| KELLY CARNAHAN | ||||||||
| EXEC. DIRECTOR OF MARKETING | 40.0 | 0.0 | $128,627 | $0 | $27,117 | Yes (X) | ||
| SARAH PIKE | ||||||||
| EXECUTIVE DIRECTOR OF FINANCE | 40.0 | 0.0 | Yes (X) | $107,872 | $0 | $36,714 | ||
| JEANNIE SAGER | ||||||||
| CHAIR | 10.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CINDY STONE | ||||||||
| MEMBER | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAWN WHITEHEAD | ||||||||
| VICE CHAIR | 10.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JASON DUDICH END 430 | ||||||||
| TREASURER | 10.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSH KORNBERG | ||||||||
| IMMEDIATE PAST CHAIR | 10.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KYLE KING | ||||||||
| MEMBER | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN VARGAS | ||||||||
| CHAIR ELECT | 10.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY SUSAN BUHNER | ||||||||
| MEMBER | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MAUTRICE MERIWEATHER | ||||||||
| MEMBER | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SAFIA MOHIUDDIN | ||||||||
| STUDENT REPRESENTATIVE | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SANDY SEARCY | ||||||||
| MEMBER | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SHELLY RAPER BEG 510 | ||||||||
| TREASURER | 10.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHONTRAI IRVING | ||||||||
| SECRETARY | 10.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| YUNG NGUYEN | ||||||||
| MEMBER | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $428,484 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $96,127 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INDIANA UNIVERSITY FOUNDATION | |||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | ADMIN SERVICES | $437,651 |
| NAPLES GRANT BEACH RESORT | |||||
| 475 SEAGATE DRIVE | NAPLES | FL | 34103 | ALUMNI EVENT/LODGING | $143,954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $14,859 | FundraisingAmt |
| All Other Contributions | $7,877,120 | AllOtherContributionsAmt |
| Noncash Contributions | $149,078 | NoncashContributionsAmt |
| Total Contributions | $7,891,979 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER PROGRAM REVENUE | 561520 | $918,865 | $918,865 | |
| TOURS | 561500 | $191,024 | $191,024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,109,889 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,077,541 | TotalRevenueColumnAmt |
| Exclusion | $1,077,541 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $624,160 | TotalRevenueColumnAmt |
| Exclusion | $624,160 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $94,079 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $14,859 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $72,761 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,318 | TotalRevenueColumnAmt |
| Exclusion | $21,318 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $11,387 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $11,276 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $111 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVERTISING INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $118,653 | TotalRevenueColumnAmt |
| Exclusion | $118,653 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $118,653 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,843,651 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $918,976 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $191,024 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,841,672 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,800,331 | TotalAmt |
| Program Services | $1,800,331 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,867 | TotalAmt |
| Program Services | $368,867 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,694,213 | TotalAmt |
| Program Services | $3,971,696 | ProgramServicesAmt |
| Management And General | $665,213 | ManagementAndGeneralAmt |
| Fundraising | $57,304 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,354 | TotalAmt |
| Management And General | $32,354 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $898,201 | TotalAmt |
| Program Services | $898,201 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,030 | TotalAmt |
| Program Services | $208,583 | ProgramServicesAmt |
| Management And General | $40,250 | ManagementAndGeneralAmt |
| Fundraising | $35,197 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,476 | TotalAmt |
| Program Services | $259,391 | ProgramServicesAmt |
| Management And General | $44,706 | ManagementAndGeneralAmt |
| Fundraising | $11,379 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,443 | TotalAmt |
| Program Services | $17,546 | ProgramServicesAmt |
| Management And General | $2,897 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,400 | TotalAmt |
| Program Services | $97,400 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $504,103 | TotalAmt |
| Program Services | $430,809 | ProgramServicesAmt |
| Management And General | $71,436 | ManagementAndGeneralAmt |
| Fundraising | $1,858 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,398,092 | TotalAmt |
| Program Services | $1,189,753 | ProgramServicesAmt |
| Management And General | $198,122 | ManagementAndGeneralAmt |
| Fundraising | $10,217 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,889 | TotalAmt |
| Program Services | $231,326 | ProgramServicesAmt |
| Fundraising | $2,563 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,911 | TotalAmt |
| Program Services | $48,846 | ProgramServicesAmt |
| Management And General | $8,065 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $36,745 | $36,745 | |
| TRAINING | $54,482 | $54,482 | |
| OTHER EXPENSES | $2,409 | $2,069 | $340 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,797,946 | TotalAmt |
| Program Services | $9,616,045 | ProgramServicesAmt |
| Management And General | $1,063,383 | ManagementAndGeneralAmt |
| Fundraising | $118,518 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $612 | BOYAmt |
| EOY | $905 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $542,130 | BOYAmt |
| EOY | $890,288 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $681,165 | BOYAmt |
| EOY | $528,997 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,754 | BOYAmt |
| EOY | $26,342 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,764 | BOYAmt |
| EOY | $111,501 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,232,134 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,207,509 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,104,832 | BOYAmt |
| EOY | $1,024,625 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,485,911 | BOYAmt |
| EOY | $10,471,945 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,899,928 | BOYAmt |
| EOY | $13,327,929 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,562,578 | BOYAmt |
| EOY | $4,526,570 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,479,674 | BOYAmt |
| EOY | $30,909,102 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,441 | BOYAmt |
| EOY | $305,566 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,747 | BOYAmt |
| EOY | $29,089 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $468,188 | BOYAmt |
| EOY | $334,655 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,850,217 | BOYAmt |
| EOY | $25,575,418 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,161,269 | BOYAmt |
| EOY | $4,999,029 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,011,486 | BOYAmt |
| EOY | $30,574,447 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,479,674 | BOYAmt |
| EOY | $30,909,102 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $45,705 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$409,213 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$73,531 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $8,677,883 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,654,887 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,633,381 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,604,486 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,891,979 | CurrentTaxYearAmt |
| Total | $39,462,616 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,677,883 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,654,887 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,633,381 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,604,486 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,891,979 | CurrentTaxYearAmt |
| Total | $39,462,616 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $39,462,616 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,649,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,669,361 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,543,808 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,504,072 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,701,701 | CurrentTaxYearAmt |
| Total | $8,068,796 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,387 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,602 | CurrentTaxYearMinus3YearsAmt |
| Total | $14,989 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $231,616 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $189,621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,526 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $120,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $118,653 | CurrentTaxYearAmt |
| Total | $765,819 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $48,312,220 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,526,996 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81683 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,679,428 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,679,428 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $683,971 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $170,993 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $692,187 | CurrentYearMinus3Amt |
| Current Year Minus2 | $595,690 | CurrentYearMinus2Amt |
| Current Year Minus1 | $616,933 | CurrentYearMinus1Amt |
| Current Year | $683,971 | CurrentYearAmt |
| Total | $2,588,781 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,883,172 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $173,047 | CurrentYearMinus3Amt |
| Current Year Minus2 | $148,923 | CurrentYearMinus2Amt |
| Current Year Minus1 | $154,233 | CurrentYearMinus1Amt |
| Current Year | $170,993 | CurrentYearAmt |
| Total | $647,196 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $970,794 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-A | FormAndLineReferenceDesc |
| Explanation | LOBBYING ACTIVITIES: ALL LOBBYING ACTIVITES, WHICH WERE COMPRISED OF VARIOUS PROGRAMS PRESENTED BY HOOSIERS FOR HIGHER EDUCATION, A GRASSROOTS HIGHER EDUCATION ADVOCACY ORGANIZATION, CEASED IN FISCAL YEAR 2019. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,894 | BeginningYearBalanceAmt |
| Contributions | $765 | ContributionsAmt |
| Investment Earnings Or Losses | $1,174 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $61,833 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,359 | BeginningYearBalanceAmt |
| Contributions | $1,290 | ContributionsAmt |
| Investment Earnings Or Losses | $245 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $59,894 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,962 | BeginningYearBalanceAmt |
| Contributions | $463 | ContributionsAmt |
| Investment Earnings Or Losses | $14,168 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $9,234 | AdministrativeExpensesAmt |
| End Year Balance | $58,359 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,103,938 | BeginningYearBalanceAmt |
| Contributions | $2,170 | ContributionsAmt |
| Investment Earnings Or Losses | $84,274 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,064,934 | OtherExpendituresAmt |
| Administrative Expenses | $72,486 | AdministrativeExpensesAmt |
| End Year Balance | $52,962 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,095,942 | BeginningYearBalanceAmt |
| Contributions | $3,702 | ContributionsAmt |
| Investment Earnings Or Losses | $59,686 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $55,392 | OtherExpendituresAmt |
| End Year Balance | $1,103,938 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.66000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.34000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,692,044 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,790,871 | DepreciationAmt |
| Book Value | $901,173 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $540,090 | OtherCostOrOtherBasisAmt |
| Depreciation | $416,638 | DepreciationAmt |
| Book Value | $123,452 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $1,024,625 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $13,327,929 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,327,929 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INT PERPET TRUSTS | Desc |
| Book Value | $4,526,570 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,526,570 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $10,371,007 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$409,213 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $11,276 | OtherRevenueAmt |
| Revenue Not Reported | -$397,937 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,768,944 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,176 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $73,531 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $74,707 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,843,651 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,808,046 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $11,276 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $11,276 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,796,770 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,176 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,176 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,797,946 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS: THERE ARE 3 SMALL ENDOWMENT ACCOUNTS THAT SUPPORT SPECIFIC STUDENT AND ALUMNI PROGRAMMING INITIATIVES. |
| SCHEDULE D, PART X | ASC 740 DISCLOSURE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PART XI & PART XII, LINE 2D | RECONCILIATION OF REVENUE & EXPENSES: COST OF GOODS SOLD $11,276 |
| SCHEDULE D, PART XI, LINE 4B | RECONCILIATION OF REVENUE: CHANGE IN VALUE OF PERPETUAL TRUST $73,531 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| East Asia and the Pacific | Program Services | ALUMNI RELATIONS | $13,693 |
| Central America and the Caribbean | Program Services | ALUMNI RELATIONS | $7,118 |
| Europe (Including Iceland and Greenland) | Program Services | ALUMNI RELATIONS | $8,954 |
| Middle East and North Africa | Program Services | ALUMNI RELATIONS | $13,030 |
| North America | Program Services | ALUMNI RELATIONS | $1,367 |
| South America | Program Services | ALUMNI RELATIONS | $7,562 |
| South Asia | Program Services | ALUMNI RELATIONS | $83,445 |
| Sub-Saharan Africa | Program Services | ALUMNI RELATIONS | $2,238 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $137,407 | SubtotalSpentAmt |
| Total Spent | $137,407 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | IUSB Night | Event1Nm |
| Gross Receipts Event1 | $49,150 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $0 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $49,150 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $19,580 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $3,691 | OtherDirectExpensesEvent1Amt |
| Event2 | HOMECOMING | Event2Nm |
| Gross Receipts Event2 | $25,350 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $4,450 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $20,900 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $10,554 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $5,241 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $34,438 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $10,409 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $24,029 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $3,397 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $15,833 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $600 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $13,865 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $108,938 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $14,859 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $94,079 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,397 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $45,967 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $600 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,797 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $72,761 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $21,318 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 S INDIANA AVE | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 356001673 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $1,800,331 | CashGrantAmt |
| Purpose Of Grant | SCHOLARSHIPS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING USE OF GRANTS FUND IN THE U.S.: IUAA SUPPORTS A LIMITED NUMBER OF ORGANIZATIONS THAT ASSIST INDIANA UNIVERSITY. REQUESTS COME TO IUAA ASKING FOR SUPPORT OF A PARTICULAR PROGRAM OR PROJECT. MOST OF THESE ARE ROUTINE EACH YEAR WITH A FEW BEING ONE-TIME REQUESTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICIA RIVEIRE | ||||||||||||
| CHIEF EXECUTIVE OFFICER | $159,485 | $0 | $8,000 | $0 | $24,500 | $0 | $18,400 | $0 | $13,896 | $0 | $224,281 | $0 |
| KELLY CARNAHAN | ||||||||||||
| EXEC. DIRECTOR OF MARKETING | $120,455 | $0 | $8,000 | $0 | $172 | $0 | $12,446 | $0 | $14,671 | $0 | $155,744 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | TRAVEL FOR COMPANIONS: SINCE 1997, INDIANA UNIVERSITY POLICY HR-02-140 HAS AUTHORIZED THE CHANCELLOR OF A CAMPUS, A VICE PRESIDENT, THE PROVOST OR IU ALUMNI ASSOCIATION CEO TO APPOINT HIS OR HER SPOUSE AS AN ASSOCIATE TO THEIR RESPECTIVE POSITION, SUBJECT TO THE APPROVAL OF THE IU SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER. THIS IS A NON-SALARIED POSITION THAT PERMITS THE ASSOCIATE TO TRAVEL, BE ELIGIBLE FOR WORKMAN'S COMPENSATION INSURANCE, RECEIVE AN INDIANA UNIVERSITY IDENTIFICATION CARD, AND BE PROVIDED OTHER RESOURCES HELPFUL WHEN WORKING ON OFFICIAL UNIVERSITY OR ASSOCIATION BUSINESS. THIS IS A NON-TAXABLE BENEFIT. THE FULL POLICY IS AVAILABLE ONLINE AT: POLICIES.IU.EDU/POLICIES/HR-02-140-ASSOCIATE-CHANCELLOR-VICE-PRESI DENT-PROVOST-IU-ALUMNI-ASSOCIATION-PRESIDENT/INDEX.HTML |
| SCHEDULE J, PART 1, LINE 3 | ESTABLISHMENT OF THE CHIEF EXECUTIVE OFFICER'S COMPENSATION: THE ORGANIZATION DOES NOT SET THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER OF IUAA. INSTEAD, THE PRESIDENT OF INDIANA UNIVERSITY FOUNDATION RECOMMENDS A SALARY RATE TO INDIANA UNIVERSITY HUMAN RESOURCES IN COMPLIANCE WITH THE COMPENSATION FRAMEWORK ESTABLISHED BY THE TRUSTEES OF INDIANA UNIVERSITY. |
| SCHEDULE J, PART I, LINE 7 | NONFIXED PAYMENTS: THE IU FOUNDATION PROVIDED BONUSES TO IUAA STAFF WHO SUPPORTED THE IMPLEMENTATION OF SALESFORCE MARKETING AND COMMERCE CLOUD SOFTWARE PRODUCTS. BONUS LEVELS WERE DETERMINED BASED ON THE LEVEL OF LEADERSHIP AND TIME INVESTMENT IN THE PROJECT. ALL THREE HIGHEST PAID EMPLOYEES SUPPORTED THE PROJECT AND WERE BONUSED. THE BONUSES WERE INCLUDED IN REPORTABLE COMPENSATION REPORTED ON THE FORM 990, PART VII. |
| SCHEDULE J, PART I, LINE 8 | INITIAL CONTRACT EXCEPTION: PATRICIA RIVEIRE WAS PROMOTED FROM SR EXECUTIVE DIRECTOR TO CEO IN MAY 2022. HER SALARY WAS UPDATED WHEN TAKING ON THIS ROLE AND WAS DETERMINED USING A MARKET REVIEW BY THE IU FOUNDATION HUMAN RESOURCES DEPARTMENT AND APPROVED BY THE CEO OF THE IU FOUNDATION AS WELL AS IU HUMAN RESOURCES. |
| COMPENSATION FROM UNRELATED ORGANIZATION | NAME OF UNRELATED ORGANIZATION: INDIANA UNIVERSITY NAMES AND AMOUNTS RECEIVING COMPENSATION: (A)NAME (B)REPORTABLE COMPENSATION (C)OTHER COMPENSATION (A)PATRICIA RIVEIRE (B) 191,985 (C) 32,296 |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Lighting Fixtures | 1 | $138,491 | Cost |
| Yes (X) | TV's | 1 | $10,587 | Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, PART I, COLUMN (B) | NUMBER OF CONTRIBUTORS: INDIANA UNIVERSITY ALUMNI ASSOCIATION REPORTS THE NUMBER OF CONTRIBUTORS IN COLUMN (B). |
| SCHEDULE M, PART I, LINE 32B | THE INDIANA UNIVERSITY FOUNDATION PROCESSES ALL NONCASH GIFTS THAT ARE RECEIVED BY INDIANA UNIVERSITY ALUMNI ASSOCIATION, INC. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A | EMPLOYEES REPORTED ON FORM W-3: INDIANA UNIVERSITY PREPARES AND MAINTAINS THE PAYROLL RECORDS FOR INDIANA UNIVERSITY ALUMNI ASSOCIATION'S EMPLOYEES UNDER A REIMBURSEMENT PLAN. |
| FORM 990, PART VI, LINE 4 | SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS: THE IUAA BYLAWS AND ARTICLES OF INCORPORATION WERE UPDATED ON 11/12/22 TO REFLECT CHANGES TO THE SELECTION PROCESS OF THE IUAA CEO AND ALSO THE POSITION TITLE TO CHIEF ALUMNI OFFICER. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS/STOCKHOLDERS: THE ORGANIZATION OFFERS ALUMNI TO BECOME ANNUAL OR LIFE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OR STOCKHOLDERS WHO CAN ELECT MEMBERS OF THE GOVERNING BODY: MEMBERS IN THE ALUMNI ASSOCIATION MAY NOMINATE, RUN, OR VOTE IN THE ELECTION. THE ELECTION IS FOR BOARD AND EXECUTIVE COUNCIL. BOTH BODIES VOTE ON GOVERNANCE ITEMS, LIKE BYLAWS CHANGES. GENERAL MEMBERS DO NOT DIRECTLY VOTE ON THESE GOVERNANCE ITEMS. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS TO REVIEW THE FORM 990: THE FINANCE COMMITTEE REVIEWS THE FORM 990 AND THEN PRESENTS THE FORM 990 TO THE BOARD FOR THEIR REVIEW AND ACCEPTANCE PRIOR TO FILING. THE FORM 990 IS ALSO REVIEWED BY AN INDEPENDENT ACCOUNTANT. |
| FORM 990, PART VI, SECTION B, LINE 12C | PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INT. POLICY: ANNUALLY THE OFFICERS AND KEY EMPLOYEES ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST. THESE DISCLOSURES ARE COLLECTED, REVIEWED, AND INVESTIGATED BY THE DIRECTOR OF GOVERNANCE. THE DIRECTOR OF GOVERNANCE REPORTS AS NECESSARY ANY CONFLICTS OF INTEREST TO THE CHAIR OF THE FINANCE COMMITTEE. IF A BOARD MEMBER HAS A CONFLICT, HE OR SHE WOULD ABSTAIN FROM DISCUSSION AND VOTING IN THAT AREA. |
| FORM 990, PART VI,SECTION B, LINES 15A & 15B | PROCESS TO DETERMINE CEO, OFFICER, & KEY EMPLOYEE COMPENSATION: THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS SET BY THE PRESIDENT OF THE INDIANA UNIVERSITY FOUNDATION ON AN ANNUAL BASIS. THE CHIEF EXECUTIVE OFFICER'S SALARY WAS LAST REVIEWED IN THE SUMMER OF 2023. COMPENSATION FOR KEY EMPLOYEES/POSITIONS ARE ORIGINALLY SET BASED UPON A REVIEW BY INDIANA UNIVERSITY AND IUAA HR. ANNUAL SALARY INCREASES ARE REVIEWED BY THE CHIEF EXECUTIVE OFFICER, THE DIRECTOR OF HUMAN RESOURCES, AND THE EXEC DIRECTOR OF FINANCE AND ULTIMATELY SET BY THE CHIEF EXECUTIVE OFFICER WITHIN THE ACCEPTABLE RANGE OF INCREASES AS DETERMINED BY INDIANA UNIVERSITY. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: INSTRUCTIONS FOR GETTING THE CONSTITUTION AND BYLAWS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. INSTRUCTIONS FOR GETTING THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINES 7 - 10 | EMPLOYEE COMPENSATION: THE INDIANA UNIVERSITY ALUMNI ASSOCIATION REIMBURSES INDIANA UNIVERSITY FOR EXPENSES RELATED TO SALARIES & WAGES, PENSION PLAN CONTRIBUTIONS, OTHER EMPLOYEE BENEFITS, AND PAYROLL TAXES FOR IUAA'S EMPLOYEES, BUT DOES NOT MAINTAIN A SPECIFIC BREAKOUT OF THESE EXPENSES. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCE: CHANGE IN VALUE OF PERPETUAL TRUST $(73,531) |
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