AUBURN ALUMNI ASSOCIATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AUBURN ALUMNI ASSOCIATION INC (EIN 63-0439459)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-05-07
- IRS object ID
- 202431289349300428
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-07T08:09:58-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454084437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN AVERETT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 ACTON ROAD | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630439459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUBURN ALUMNI ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AUBU | BusinessNameControlTxt |
| Phone | 3348447048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 317 SOUTH COLLEGE STREET | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36849 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT WELLBAUM | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3348447048 | PhoneNum |
| Signature | 2024-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | WELLBAUM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN RANDOLPH | PreparerPersonNm |
| PTIN | P00989558 | PTIN |
| Phone | 2059794100 | PhoneNum |
| Preparation | 2024-04-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | ROBERT WELLBAUM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 317 SOUTH COLLEGE STREET | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36849 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,329,252 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALUMNI.AUBURN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | THE AUBURN ALUMNI ASSOCIATION IS DEDICATED TO ENHANCING THE ENGAGEMENT AND CONNNECTION OF ALL AUBURN UNIVERSITY ALUMNI AND FRIENDS. SIGNIFICANT ACTIVITIES INCLUDE DIVERSIFIED PROGRAMS AND SERVICES SUCH AS REUNIONS, VOLUNTEER NETWORKS SUCH AS THE AUBURN ALUMNI CLUBS AND AFFILITATE PROGRAMS, AWARD RECOGNITIONS, SCHOLARSHIPS, AND THE AUBURN MAGAZINE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 76 | TotalEmployeeCnt |
| Total Volunteers | 1514 | TotalVolunteersCnt |
| Total Gross UBI | $106,316 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $2,391 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,873,268 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,393,646 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $912,375 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $380,371 | CYProgramServiceRevenueAmt |
| PY Investment Income | $425,246 | PYInvestmentIncomeAmt |
| CY Investment Income | $421,447 | CYInvestmentIncomeAmt |
| PY Other Revenue | $132,062 | PYOtherRevenueAmt |
| CY Other Revenue | $395,808 | CYOtherRevenueAmt |
| PY Total Revenue | $3,342,951 | PYTotalRevenueAmt |
| CY Total Revenue | $5,591,272 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $101,915 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,293,110 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $448,724 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $68,798 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,819,832 | PYOtherExpensesAmt |
| CY Other Expenses | $1,798,116 | CYOtherExpensesAmt |
| PY Total Expenses | $3,112,942 | PYTotalExpensesAmt |
| CY Total Expenses | $2,348,755 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $230,009 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,242,517 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,410,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,496,703 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,872,071 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,055,714 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,538,875 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,440,989 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AUBURN ALUMNI ASSOCIATION IS DEDICATED TO ENHANCING THE ENGAGEMENT AND CONNNECTION OF ALL AUBURN UNIVERSITY ALUMNI AND FRIENDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $519,012 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $86,701 | RevenueAmt |
| Desc | AUBURN MAGAZINE PROVIDES A VEHICLE TO ENHANCE THE RELATIONSHIP BETWEEN THE UNIVERSITY AND ITS ALUMNI AND FRIENDS. APPROXIMATELY 35,000 ISSUES ARE MAILED THREE TIMES A YEAR TO CONTRIBUTING ASSOCIATION LIFE MEMBERS, AND ONCE A YEAR THE MAGAZINE IS MAILED TO ALL ALUMNI ON RECORD, APPROXIMATELY 224,000. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $278,948 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $95,295 | RevenueAmt |
| Desc | THE AUBURN CLUB AND AFFILIATES PROGRAM PROVIDES SUPPORT TO 124 INDIVIDUAL AUBURN CLUBS AND AFFILIATES AROUND THE GLOBE REPRESENTING OVER 13,000 ACTIVE MEMBERS. THE AUBURN CLUBS AND AFFILIATES SUPPORTED OVER 500 EVENTS. REPRESENTATIVES OF AUBURN ADVANCEMENT ATTEND AND ACCOMPANY SPEAKERS FROM ACADEMIC AND ATHLETIC PROGRAMS AT MORE THAN 30 ANNUAL MEETINGS. THE ASSOCIATION'S CLUBS AND AFFILIATES PROGRAM HOSTED AN ANNUAL CLUB LEADERSHIP CONFERENCE IN WHICH INCOMING OFFICERS AND LEADERS GAIN KNOWLEDGE OF THE ACTIVITIES OF THE ASOCIATION AND UNIVERSITY, OBTAIN TRAINING AND SKILLS IN MANAGEMENT OF THE LOCAL CLUB AND SHARE BEST PRACTICES WITH EACH OTHER ABOUT ACTIVITIES AT THE LOCAL CLUB LEVEL INSTITUTED FOR THE UNIVERSITY'S BENEFIT. LOCAL CLUBS AND AFFILIATES CONTRIBUTE TO OVER 185 SCHOLARSHIPS ANNUALLY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $120,017 | ExpenseAmt |
| Grant | $101,915 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE AUBURN ALUMNI ASSOCIATION'S AWARDS AND SCHOLARSHIP PROGRAMS PROVIDES INITIATIVES TO FOSTER GIVING FROM AUBURN ALUMNI AND FRIENDS TO AUBURN UNIVERSITY AND THE AUBURN UNIVERSITY FOUNDATION (THE FOUNDATION). THROUGH VARIOUS EVENTS AND PROGRAMS, THE AWARDS AND SCHOLARSHIPS PROGRAM CONTRIBUTED $43,219 TO AUBURN UNIVERSITY AND $58,696 TO THE FOUNDATION FOR SCHOLARSHIPS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $153,850 | $0 | $95,250 | ATHLETIC EVENTS |
| $138,963 | $0 | $0 | YOUNG ALUMNI |
| $301,536 | $0 | $57,599 | ALUMNI ENGAGEMENT |
| $136,348 | $0 | $42,526 | INCLUSION AND DIVERSITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $730,697 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $195,375 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,648,674 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 76 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM B HUGHES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3348447048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 317 S COLLEGE ST | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36849 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 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 |
|---|---|---|---|---|---|---|---|---|
| LUANNE L HART | ||||||||
| PRESIDENT | 1.71 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REGENIA R SANDERS | ||||||||
| PAST PRESIDENT | 1.71 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFFREY MOORE | ||||||||
| VICE PRESIDENT | 1.94 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHELLE M GRANBERRY | ||||||||
| TREASURER | 1.60 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BECKY LINER | ||||||||
| BOARD DIRECTOR | 1.69 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHAR DENNIS | ||||||||
| BOARD DIRECTOR | 1.58 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DARRYL HOWELL | ||||||||
| BOARD DIRECTOR | 0.62 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAWN OLIVER | ||||||||
| BOARD DIRECTOR | 1.69 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DENISE SLUPE | ||||||||
| BOARD DIRECTOR | 1.56 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC M DUNLAP | ||||||||
| BOARD DIRECTOR | 1.69 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EVAN THOMAS | ||||||||
| BOARD DIRECTOR | 0.58 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED BLATCHFORD | ||||||||
| BOARD DIRECTOR | 1.71 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FREDDY DANIELL | ||||||||
| BOARD DIRECTOR | 1.83 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HANK JESTER | ||||||||
| BOARD DIRECTOR | 1.62 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JACOB WATKINS | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KIM EVANS | ||||||||
| BOARD DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIA BAUGH | ||||||||
| BOARD DIRECTOR | 1.94 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| METRICK M HOUSER | ||||||||
| BOARD DIRECTOR | 1.58 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RON DYSON JR | ||||||||
| BOARD DIRECTOR | 1.38 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY TORBERT | ||||||||
| BOARD DIRECTOR | 1.46 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA JENKINS | ||||||||
| BOARD DIRECTOR THRU SEPT 15, 2023 | 1.46 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ASHLEY ROBINETT | ||||||||
| BOARD DIRECTOR THRU SEPT 15, 2023 | 1.46 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHASTITY WESTRY | ||||||||
| BOARD DIRECTOR THRU SEPT 15, 2023 | 1.46 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE DALTON | ||||||||
| BOARD DIRECTOR THRU SEPT 15, 2023 | 1.35 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN MORRIS | ||||||||
| EXECUTIVE DIRECTOR THRU AUG 1, 2023 | 5.00 | 0.00 | Yes (X) | $443,909 | $0 | $45,304 | ||
| GRETCHEN VANVALKENBURG | ||||||||
| EXECUTIVE DIRECTOR THRU NOV 28, 2022 | 40.00 | 0.00 | Yes (X) | $374,264 | $0 | $37,624 | ||
| ROBERT WELLBAUM | ||||||||
| EXECUTIVE DIRECTOR | 5.00 | 0.00 | Yes (X) | $297,202 | $0 | $49,281 | ||
| ERIN LEWIS | ||||||||
| CHEIF OPERATIONS OFFICER | 5.00 | 0.00 | Yes (X) | $282,993 | $0 | $38,684 | ||
| WILLIAM HUGHES | ||||||||
| CHEIF FINANCIAL OFFICER | 5.00 | 0.00 | Yes (X) | $131,965 | $0 | $27,693 | ||
| JENNIFER L STEPHENS | ||||||||
| ASST TREASURER THRU OCT 7, 2022 | 40.00 | 0.00 | Yes (X) | $121,883 | $0 | $21,472 | ||
| TIMOTHY W JONES | ||||||||
| DIRECTOR, INFORMATION TECHNOLOGY | 2.00 | 0.00 | Yes (X) | $112,744 | $0 | $26,657 | ||
| KURT SASSER | ||||||||
| CHIEF ENGAGEMENT OFFICER | 40.00 | 0.00 | Yes (X) | $102,112 | $0 | $23,594 | ||
| LAUREL HENDRIX | ||||||||
| SECRETARY | 20.00 | 0.00 | Yes (X) | $77,941 | $0 | $15,950 | ||
| CAROLYN BURROUGHS | ||||||||
| ASST TREASURER | 30.00 | 0.00 | Yes (X) | $64,500 | $0 | $18,437 | ||
| ROMAN MCLEOD | ||||||||
| DIRECTOR, CASH MANAGEMENT & TREASURY | 2.00 | 0.00 | $146,275 | $0 | $19,941 | Yes (X) | ||
| WILLIAM T BARTLETT | ||||||||
| MANAGER, INFORMATION TECHNOLOGY | 8.00 | 0.00 | $130,953 | $0 | $29,159 | Yes (X) | ||
| DANIELLE FIELDS | ||||||||
| SR. DIRECTOR, ENGAGEMENT & EXPERIENCE | 40.00 | 0.00 | $125,070 | $0 | $26,446 | Yes (X) | ||
| JESSICA KING | ||||||||
| SR. DIRECTOR, ADVANCEMENT MARKETING | 40.00 | 0.00 | $111,926 | $0 | $23,544 | Yes (X) | ||
| CHARLES SALIBA | ||||||||
| TECHNOLOGY ARCHITECT | 6.00 | 0.00 | $111,444 | $0 | $15,551 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,635,181 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $419,337 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PROGRESS PRINTING | |||||
| 2677 WATERLICK ROAD | LYNCHBURG | VA | 24502 | PRINTING | $272,268 |
| ITHAKA HOSPITALITY PARTNERS | |||||
| 241 S COLLEGE STREET | AUBURN | AL | 36830 | HOSPITALITY | $169,349 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $3,954,784 | MembershipDuesAmt |
| All Other Contributions | $438,862 | AllOtherContributionsAmt |
| Total Contributions | $4,393,646 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SPECIAL PROGRAM EVENTS | 900099 | $274,055 | $274,055 | |
| ALUMNI MAGAZINE | 541800 | $86,701 | $86,701 | |
| ALUMNI TOURS | 561500 | $19,615 | $19,615 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $380,371 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $465,297 | TotalRevenueColumnAmt |
| Exclusion | $465,297 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,020 | TotalRevenueColumnAmt |
| Exclusion | $31,020 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $588,831 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $224,043 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $364,788 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $364,788 | TotalRevenueColumnAmt |
| Exclusion | $364,788 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $470,087 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $500,000 | SecuritiesAmt |
| Other | $13,937 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$29,913 | SecuritiesAmt |
| Other | -$13,937 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$43,850 | TotalRevenueColumnAmt |
| Exclusion | -$43,850 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,591,272 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $274,055 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $106,316 | UnrelatedBusinessRevenueAmt |
| Exclusion | $817,255 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,915 | TotalAmt |
| Program Services | $101,915 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,974 | TotalAmt |
| Management And General | $40,974 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,750 | TotalAmt |
| Program Services | $221,101 | ProgramServicesAmt |
| Management And General | $140,153 | ManagementAndGeneralAmt |
| Fundraising | $46,496 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $788 | TotalAmt |
| Management And General | $788 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,454 | TotalAmt |
| Management And General | $38,454 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,637 | TotalAmt |
| Program Services | $12,564 | ProgramServicesAmt |
| Management And General | $21,216 | ManagementAndGeneralAmt |
| Fundraising | $857 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,474 | TotalAmt |
| Program Services | $397,982 | ProgramServicesAmt |
| Fundraising | $10,492 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,459 | TotalAmt |
| Program Services | $275,344 | ProgramServicesAmt |
| Management And General | $94,552 | ManagementAndGeneralAmt |
| Fundraising | $8,563 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,513 | TotalAmt |
| Program Services | $8,032 | ProgramServicesAmt |
| Management And General | $32,481 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,954 | TotalAmt |
| Management And General | $19,954 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,027 | TotalAmt |
| Program Services | $62,920 | ProgramServicesAmt |
| Management And General | $29,596 | ManagementAndGeneralAmt |
| Fundraising | $1,511 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,402 | TotalAmt |
| Program Services | $2,258 | ProgramServicesAmt |
| Management And General | $12,809 | ManagementAndGeneralAmt |
| Fundraising | $335 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,632 | TotalAmt |
| Management And General | $29,632 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,858 | TotalAmt |
| Program Services | $14,568 | ProgramServicesAmt |
| Management And General | $29,290 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OFFICIAL GUEST AND ENTE | $687,493 | $551,990 | $134,959 | $544 |
| PROPERTY TAX | $6,425 | $6,425 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,348,755 | TotalAmt |
| Program Services | $1,648,674 | ProgramServicesAmt |
| Management And General | $631,283 | ManagementAndGeneralAmt |
| Fundraising | $68,798 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,792 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,542,224 | BOYAmt |
| EOY | $360,908 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,991 | BOYAmt |
| EOY | $289,371 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45 | BOYAmt |
| EOY | $44 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,893,343 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,916,596 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,121,081 | BOYAmt |
| EOY | $1,976,747 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,872,892 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,421,813 | BOYAmt |
| EOY | $9,995,741 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,410,946 | BOYAmt |
| EOY | $16,496,703 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $409,034 | BOYAmt |
| EOY | $267,610 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,463,037 | BOYAmt |
| EOY | $4,788,104 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,872,071 | BOYAmt |
| EOY | $5,055,714 | 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 | $7,538,875 | BOYAmt |
| EOY | $11,440,989 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,538,875 | BOYAmt |
| EOY | $11,440,989 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,410,946 | BOYAmt |
| EOY | $16,496,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,242,517 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $659,597 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $946,656 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $946,157 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $872,620 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $973,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,393,646 | CurrentTaxYearAmt |
| Total | $8,132,851 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $875,407 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,018,647 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,014,077 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $966,327 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $968,816 | CurrentTaxYearAmt |
| Total | $4,843,274 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,822,063 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,964,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,886,697 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,940,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,362,462 | CurrentTaxYearAmt |
| Total | $12,976,125 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $12,976,125 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,084,542 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $980,469 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,041,238 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,132,071 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,085,148 | CurrentTaxYearAmt |
| Total | $5,323,468 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,299,593 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $610,836 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70910 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62390 | 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 D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $674,799 | OtherCostOrOtherBasisAmt |
| Book Value | $674,799 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,859,385 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,671,096 | DepreciationAmt |
| Book Value | $1,188,289 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $359,159 | OtherCostOrOtherBasisAmt |
| Depreciation | $245,500 | DepreciationAmt |
| Book Value | $113,659 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,976,747 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN AU FOUNDATION ENDOWMENT FUND | Desc |
| Book Value | $9,995,741 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,995,741 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,487,578 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $659,597 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $968,816 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,628,413 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,859,165 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$267,893 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$267,893 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,591,272 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,585,464 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $968,816 | DonatedServicesUseFcltsAmt |
| Losses Reported | $43,850 | LossesReportedAmt |
| Other Expenses Included | $224,043 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,236,709 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,348,755 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,348,755 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ASSOCIATION HAS RECEIVED A LETTER FROM THE INTERNAL REVENUE SERVICE RECOGNIZING THE ASSOCIATION AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE CODE AND IS CLASSIFIED AS A PUBLIC CHARITY UNDER 509(A)(1) OF THE CODE; HOWEVER CERTAIN TYPES OF INCOME MAY BE SUBJECT TO TAX FROM UNRELATED BUSINESS INCOME AS DEFINED BY THE CODE. IN 2023, THE ASSOCIATION PAID $403 OF TAX LIABILITY FOR THE YEAR ENDED SEPTEMBER 30, 2022. THE ASSOCIATION FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES. THE ASSOCIATION HAS FILED THEIR TAX RETURNS THROUGH SEPTEMBER 30, 2022. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REALIZED LOSS ON CAPITAL ASSETS -43,850. RENTAL EXPENSES -224,043. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 224,043. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| AUBURN UNIVERSITY | ||||||||||
| 107 SAMFORD HALL | AUBURN | AL | 36849 | 630000724 | 115 | $43,219 | $0 | N/A | N/A | ACADEMIC & PROGRAMATIC FUNDING AND UNDERGRADUATE SCHOLARSHIPS |
| AUBURN UNIVERSITY FOUNDATION | ||||||||||
| 317 S COLLEGE STREET | AUBURN | AL | 36849 | 636022422 | 501(C)(3) | $58,696 | $0 | N/A | N/A | ENDOWED UNDERGRADUATE SCHOLARSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE GRANTEE, AUBURN UNIVERSITY (AU), IS A SECTION 115 ENTITY. AS A LAND-GRANT INSTITUTION OF HIGHER EDUCATION, ITS MAJOR SOURCE OF FUNDS ARE FEDERAL AND STATE APPROPRIATIONS. ITS DISBURSEMENTS ARE GOVERNED BY FEDERAL LAW AND THE STATE OF ALABAMA LAW. ITS TRANSACTIONS ARE SUBJECT TO PUBLIC DISCLOSURE. GRANTS DESIGNATED FOR A SPECIFIC PURPOSE ARE CREDITED TO A FUND ESTABLISHED SPECIFICALLY FOR THAT PURPOSE. AU'S OFFICE OF PROCUREMENT AND BUSINESS SERVICES ENSURES COMPLIANCE WITH RESTRICTIONS SUBJECT TO ANY APPLICABLE LAWS. THE GRANTEE, THE AUBURN UNIVERSITY FOUNDATION (THE AU FOUNDATION), IS A SECTION 501(C)(3) ENTITY. WITHIN ITS FINANCIAL SYSTEM, THE AU FOUNDATION HAS FUNDS SPECIFICALLY ESTABLISHED FOR RECEIPTING AND ADMINISTERING THE GRANTS RECIEVED FROM THE AUBURN ALUMNI ASSOCIATION. THE ADMINISTRATION/MANAGEMENT OF THE AU FOUNDATION AND THE AUBURN ALUMNI ASSOCIATION ARE PERFORMED BY THE SAME PERSONNEL WHO HAVE ACESS TO BOTH FINANCIAL SYSTEMS FOR MONITORING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN MORRIS | ||||||||||||||
| EXECUTIVE DIRECTOR THRU AUG 1, 2023 | $443,909 | $0 | $0 | $0 | $0 | $0 | $35,372 | $0 | $10,156 | $0 | $489,437 | $0 | $0 | $0 |
| GRETCHEN VANVALKENBURG | ||||||||||||||
| EXECUTIVE DIRECTOR THRU NOV 28, 2022 | $374,264 | $0 | $0 | $0 | $0 | $0 | $28,901 | $0 | $8,947 | $0 | $412,112 | $0 | $0 | $0 |
| ROBERT WELLBAUM | ||||||||||||||
| EXECUTIVE DIRECTOR | $297,202 | $0 | $0 | $0 | $0 | $0 | $39,349 | $0 | $10,156 | $0 | $346,707 | $0 | $0 | $0 |
| ERIN LEWIS | ||||||||||||||
| CHEIF OPERATIONS OFFICER | $282,993 | $0 | $0 | $0 | $0 | $0 | $29,580 | $0 | $9,146 | $0 | $321,719 | $0 | $0 | $0 |
| WILLIAM HUGHES | ||||||||||||||
| CHEIF FINANCIAL OFFICER | $131,965 | $0 | $0 | $0 | $0 | $0 | $17,761 | $0 | $10,156 | $0 | $159,882 | $0 | $0 | $0 |
| ROMAN MCLEOD | ||||||||||||||
| DIRECTOR, CASH MANAGEMENT & TREASURY | $146,275 | $0 | $0 | $0 | $0 | $0 | $19,941 | $0 | $224 | $0 | $166,440 | $0 | $0 | $0 |
| WILLIAM T BARTLETT | ||||||||||||||
| MANAGER, INFORMATION TECHNOLOGY | $130,953 | $0 | $0 | $0 | $0 | $0 | $19,227 | $0 | $10,154 | $0 | $160,334 | $0 | $0 | $0 |
| DANIELLE FIELDS | ||||||||||||||
| SR. DIRECTOR, ENGAGEMENT & EXPERIENC | $125,070 | $0 | $0 | $0 | $0 | $0 | $16,514 | $0 | $10,146 | $0 | $151,730 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | AT THE END OF THE TAX YEAR THE ASSOCIATION SUNSET THE ANNUAL MEMBERSHIPS, WAR EAGLE TRAVELERS PROGRAM, THE GRADUATES PROGRAM, AND THEIR AFFINITY PARTNERSHIPS AND SPONSORSHIPS. |
| FORM 990, PART VI, SECTION A, LINE 4 | DURING THE FISCAL YEAR THE ASSOCIATION MEMBERSHIP VOTED TO TRANSFER ALL VOTING RIGHTS TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE AUBURN ALUMNI ASSOCIATION HAS APPROXIMATELY 242,500 MEMBERS CONSISTING OF FOUR CLASSES: GENERAL MEMBERS, LIFE MEMBERS, ASSOCIATE MEMBERS, AND HONORARY LIFE MEMBERS. GENERAL MEMBERS SHALL BE GRADUATES OF AUBURN UNIVERSITY AND ITS PREDECESSORS. THERE ARE NO MEMBERSHIP CONTRIBUTION REQUIREMENTS. GENERAL MEMBERS ARE NOT VOTING MEMBERS OF THE ASSOCIATION. LIFE MEMBERS SHALL BE ALL GRADUATES OF AUBURN UNIVERSITY AND ITS PREDECESSORS WHO HAVE PAID THEIR LIFE MEMBERSHIP CONTRIBUTIONS, TO THE ASSOCIATION. ALL PAST REGULARLY REGISTERED STUDENTS OF AUBURN UNIVERSITY AND ITS PREDECESSORS WHO HAVE REMAINED A STUDENT AT AUBURN UNIVERSITY AS LONG AS ONE QUARTER OR SEMESTER AND WHO ARE CURRENT WITH THEIR LIFE MEMBERSHIP CONTRIBUTIONS TO THE ASSOCIATION ARE ALSO CONSIDERED LIFE MEMBERS. LIFE MEMBERS ARE NOT VOTING MEMBERS OF THE ASSOCIATION. ASSOCIATE MEMBERS SHALL CONSIST OF INDIVIDUALS WHO HAVE NEVER ATTENDED AUBURN UNIVERSITY OR HAVE NOT FULLY MET THE SPECIFIED REQUIREMENTS FOR GENERAL MEMBERS BUT PAY AND ARE CURRENT IN PAYING THEIR LIFE MEMBERSHIP CONTRIBUTIONS TO THE ASSOCIATION. ASSOCIATE MEMBERS ARE NOT VOTING MEMBERS OF THE ASSOCIATION. HONORARY LIFE MEMBERS SHALL CONSIST OF THOSE ELECTED TO SUCH STATUS BY THE ASSOCIATION IN RECOGNITION OF OUTSTANDING AND MERITORIOUS SERVICES TO AUBURN UNIVERSITY, THE ASSOCIATION, THE STATE OF ALABAMA, OR THE UNITED STATES OF AMERICA. A RESOLUTION HONORING A PERSON AS AN HONORARY LIFE MEMBER MUST BE PASSED BY MAJORITY VOTE OF THE DIRECTORS. HONORARY LIFE MEMBERS ARE NOT VOTING MEMBERS OF THE ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE VOTING DIRECTORS SHALL CONSIST OF SIXTEEN (16) MEMBERS WHO SHALL BE SELECTED BY THE NOMIMATING COMMITTEE, AND SUBMITTED TO THE DIRECTORS FOR RADIFICATION BY SIMPLE MAJORITY. FOUR (4) DIRECTORS SHALL BE ELECTED ANNUALLY FOR TERMS OF FOUR (4) YEARS FROM THE DATE OF THE ANNUAL MEETING AT WHICH THEIR ELECTION WAS ANNOUNCED. ALL SHALL HOLD OFFICE FOR THE TERM SO ELECTED AND UNTIL THEIR SUCCESSORS HAVE BEEN ELECTED. THESE ELECTED DIRECTORS SHALL BE VOTING MEMBERS. IN ADDITION, THE PRESIDENT AND VICE PRESIDENT SHALL BE ELECTED IN THE SAME MANNER AND THEIR TERM AS ONE (1) TWO-YEAR TERM FROM THE ANNUAL MEETING AT WHICH THEIR SELECTION WAS ANNOUNCED OR UNTIL THEIR RESPECTIVE SUCCESSORS ARE CHOSEN, BUT ANY OFFICER MAY BE REMOVED FROM OFFICE BY THE DIRECTORS BY THE AFFIRMATIVE VOTE OF A TWO THIRDS (2/3) MAJORITY OF THE VOTING DIRECTORS THEN IN OFFICE. LASTLY, THE DIRECTORS OF THE ASSOCIATION SHALL ELECT A TREASURER OF THE ASSOCIATION, WHO SHALL SERVE AT THE PLEASURE OF THE DIRECTORS AND SHALL PARTICIPATE AS A VOTING DIRECTOR. THE TREASURER SHALL BE APPOINTED FOR A TERM OF UP TO FIVE (5) YEARS FROM THE DATE OF THE ANNUAL MEETING OF THE BOARD OF DIRECTORS AT WHICH THEIR TERM BEGINS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN WAS REVIEWED WITH THE EXECUTIVE COMMITTEE. THE FINAL RETURN WAS MADE AVAILABLE TO THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | A"CONFLICT OF INTEREST" POLICY IS PRESENTED TO ALL NEW MEMBERS & ANNUALLY TO RETURNING BOARD MEMBERS BY POLICY. THE STATEMENT INCLUDES THE POLICY AND AN AFFIRMATION SECTION THAT DOCUMENTS ANY POTENTIAL CONFLICT AND IS SIGNED BY EACH BOARD MEMBER. THIS SIGNED STATEMENT IS COLLECTED BY THE BOARD SECRETARY & THE RESULTS ARE REPORTED TO THE CHAIR OF THE BOARD FOR ANY NECESSARY FOLLOW-UP. |
| FORM 990, PART VI, SECTION B, LINE 15 | AUBURN ALUMNI ASSOCIATION HAS NO EMPLOYEES; AUBURN UNIVERSITY IS THE COMMON PAYMASTER FOR AUBURN ALUMNI ASSOCIATION. COMPENSATION IS BASED ON MARKET SURVEYS AND INTERNAL DATA COMPILED BY AUBURN UNIVERSITY'S HUMAN RESOURCES. AUBURN UNIVERSITY HAS A COMPENSATION COMMITTEE THAT MAY CONSIDER AND PROVIDE RECOMMENDATIONS TO THE BOARD ON POLICIES RELATED TO TOTAL COMPENSATION OF UNIVERSITY EMPLOYEES BALANCING GOOD STEWARDSHIP OF INSTITUTIONAL RESOURCES WITH PROMOTION OF A QUALITY WORK FORCE BY PROVIDING COMPETITIVE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION MAKES THE FOLLOWING GOVERNING DOCUMENTS AVAILABLE ON ITS WEBSITE AT WWW.ALUMNI.AUBURN.EDU: FORM 990. |
| FORM 990, PART VII, SECTION A | AUBURN UNIVERSITY IS THE COMMON PAYMASTER FOR AUBURN ALUMNI ASSOCIATION. AS SUCH, COMPENSATION FROM AUBURN UNIVERSITY IS REPORTED AS COMPENSATION FROM THE FILING ORGANIZATION. REPORTABLE COMPENSATION IS BASED ON THE CALENDAR YEAR ENDING WITHIN THE ORGANIZATION'S TAX YEAR. |
| PART XII, LINE 2C | PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
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