2024-03-18T12:06:30-05:00 2023-06-30 FORVIS LLP 201 N Illinois Street Indianapolis IN 46204 990 2022-07-01 237056162 Indiana University Alumni Association Inc % SARAH A PIKE INDI 8128556305 1000 East 17th Street Bloomington IN 47408 SARAH A PIKE EXEC DIR OF FINANCE 8128556305 2024-05-15 true SARAH A PIKE 999009999 NICOLE B FISHBACK P01279475 3173834000 2024-05-15 3 2022 2023-04-26 12:10:37Z PATRICIA J RIVEIRE 1000 East 17th Street Bloomington IN 47408 10927688 false X WWW.ALUMNI.INDIANA.EDU X 1969 IN IDENTIFY AND INVOLVE MORE THAN 750,000 ALUMNI TO SERVE INDIANA UNIVERSITY AND EACH OTHER. 14 13 58 1068 191024 0 7604486 7891979 888769 1109889 1032507 1077541 583591 764242 10109353 10843651 1702099 1800331 0 0 5104685 5063080 0 0 118518 2836934 3934535 9643718 10797946 465635 45705 31479674 30909102 468188 334655 31011486 30574447 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. false false 9616045 1800331 918976 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. 9616045 true true false true false false false false false true true true false true false false true false false false true false false false true false false true false true false false false false false false false false true false false false false false false false false true X 53 0 true 58 true true true false false false false true true false false false false false false X 14 13 false false true false true true false true true false true true true true true true true true true true false IN X X SARAH A PIKE 8128556305 1000 E 17TH STREET BLOOMINGTON IN 47408 PATRICIA RIVEIRE CHIEF EXECUTIVE OFFICER 40.0 0.0 X X 191985 0 32296 KELLY CARNAHAN EXEC. DIRECTOR OF MARKETING 40.0 0.0 X 128627 0 27117 SARAH PIKE EXECUTIVE DIRECTOR OF FINANCE 40.0 0.0 X 107872 0 36714 JEANNIE SAGER CHAIR 10.0 0.0 X X 0 0 0 CINDY STONE MEMBER 10.0 0.0 X 0 0 0 DAWN WHITEHEAD VICE CHAIR 10.0 0.0 X X 0 0 0 JASON DUDICH END 430 TREASURER 10.0 0.0 X X 0 0 0 JOSH KORNBERG IMMEDIATE PAST CHAIR 10.0 0.0 X X 0 0 0 KYLE KING MEMBER 10.0 0.0 X 0 0 0 MARTIN VARGAS CHAIR ELECT 10.0 0.0 X X 0 0 0 MARY SUSAN BUHNER MEMBER 10.0 0.0 X 0 0 0 MAUTRICE MERIWEATHER MEMBER 10.0 0.0 X 0 0 0 SAFIA MOHIUDDIN STUDENT REPRESENTATIVE 10.0 0.0 X 0 0 0 SANDY SEARCY MEMBER 10.0 0.0 X 0 0 0 SHELLY RAPER BEG 510 TREASURER 10.0 0.0 X X 0 0 0 SHONTRAI IRVING SECRETARY 10.0 0.0 X X 0 0 0 YUNG NGUYEN MEMBER 10.0 0.0 X 0 0 0 428484 0 96127 3 false true true INDIANA UNIVERSITY FOUNDATION PO BOX 500 BLOOMINGTON IN 47402 ADMIN SERVICES 437651 NAPLES GRANT BEACH RESORT 475 SEAGATE DRIVE NAPLES FL 34103 ALUMNI EVENT/LODGING 143954 2 14859 7877120 149078 7891979 OTHER PROGRAM REVENUE 561520 918865 918865 TOURS 561500 191024 191024 1109889 1077541 1077541 0 624160 624160 0 0 0 0 94079 14859 72761 21318 21318 0 0 0 11387 11276 111 111 ADVERTISING INCOME 900099 118653 118653 118653 10843651 918976 191024 1841672 1800331 1800331 0 0 0 368867 368867 0 4694213 3971696 665213 57304 0 0 0 0 0 0 0 0 32354 32354 898201 898201 284030 208583 40250 35197 315476 259391 44706 11379 20443 17546 2897 0 97400 97400 504103 430809 71436 1858 0 1398092 1189753 198122 10217 0 0 233889 231326 2563 56911 48846 8065 DUES & SUBSCRIPTIONS 36745 36745 TRAINING 54482 54482 OTHER EXPENSES 2409 2069 340 10797946 9616045 1063383 118518 612 905 542130 890288 0 0 681165 528997 0 0 0 0 0 0 30754 26342 171764 111501 6232134 5207509 1104832 1024625 10485911 10471945 13899928 13327929 0 0 0 0 4562578 4526570 31479674 30909102 432441 305566 0 0 35747 29089 0 0 0 0 0 0 0 0 0 0 0 0 468188 334655 X 25850217 25575418 5161269 4999029 31011486 30574447 31479674 30909102 X 45705 -409213 -73531 X false true X true false X 8677883 7654887 7633381 7604486 7891979 39462616 0 0 8677883 7654887 7633381 7604486 7891979 39462616 0 39462616 1649854 1669361 1543808 1504072 1701701 8068796 3387 11602 14989 231616 189621 105526 120403 118653 765819 48312220 5526996 0.81683 0.81520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10679428 10679428 683971 170993 false 692187 595690 616933 683971 2588781 3883172 173047 148923 154233 170993 647196 970794 SCHEDULE C, PART II-A 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. 59894 765 1174 61833 58359 1290 245 59894 52962 463 14168 9234 58359 1103938 2170 84274 1064934 72486 52962 1095942 3702 59686 55392 1103938 0.66000 0.34000 true false 5692044 4790871 901173 540090 416638 123452 1024625 ALTERNATIVE INVESTMENTS 13327929 F 13327929 BENEFICIAL INT PERPET TRUSTS 4526570 4526570 10371007 -409213 11276 -397937 10768944 1176 73531 74707 10843651 10808046 11276 11276 10796770 1176 1176 10797946 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 East Asia and the Pacific Program Services ALUMNI RELATIONS 13693 Central America and the Caribbean Program Services ALUMNI RELATIONS 7118 Europe (Including Iceland and Greenland) Program Services ALUMNI RELATIONS 8954 Middle East and North Africa Program Services ALUMNI RELATIONS 13030 North America Program Services ALUMNI RELATIONS 1367 South America Program Services ALUMNI RELATIONS 7562 South Asia Program Services ALUMNI RELATIONS 83445 Sub-Saharan Africa Program Services ALUMNI RELATIONS 2238 137407 137407 false false false false false false IUSB Night 49150 0 49150 0 19580 3691 HOMECOMING 25350 4450 20900 0 10554 5241 4 34438 10409 24029 3397 15833 600 13865 108938 14859 94079 3397 45967 600 22797 72761 21318 true INDIANA UNIVERSITY 107 S INDIANA AVE BLOOMINGTON IN 47405 356001673 501(C)(3) 1800331 SCHOLARSHIPS 1 SCHEDULE I, PART I, LINE 2 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. X true true X false false false false false false false true true true PATRICIA RIVEIRE CHIEF EXECUTIVE OFFICER 159485 0 8000 0 24500 0 18400 0 13896 0 224281 0 KELLY CARNAHAN EXEC. DIRECTOR OF MARKETING 120455 0 8000 0 172 0 12446 0 14671 0 155744 0 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 X Lighting Fixtures 1 138491 Cost X TV's 1 10587 Cost false true true 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. 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)