2019-03-01T07:09:00-08:00 2018-06-30 480882363 MIZE HOUSER & COMPANY PA 534 S KANSAS AVE 400 TOPEKA KS 666033454 990 2017-07-01 480291250 The Kansas University Alumni Association dba KU Alumni Association KANS 7858644760 1266 Oread Avenue Lawrence KS 66045 Dwight S Parman Treasurer 2019-02-28 true Yvonne G Brownell P00129973 7852330536 2017 2019-02-21 02:37:17Z Heath Peterson 1266 Oread Avenue Lawrence KS 66045 7989280 false false X www.kualumni.org X 1883 KS We build lifelong relationships that strengthen the University of Kansas and the legacy of excellence embodied by its students, alumni, faculty, staff and friends. 25 25 74 2285 217408 -81489 3978910 5575749 565323 508947 278193 288417 1072242 1094108 5894668 7467221 0 0 3555837 3751336 0 699796 2252553 2316617 5808390 6067953 86278 1399268 24123844 26629292 1644047 1789298 22479797 24839994 We build lifelong relationships that strengthen the University of Kansas and the legacy of excellence embodied by its students, alumni, faculty, staff and friends. false false 3677502 1514490 Alumni, Student, and University Programs - The KU Alumni Association provides one of the most comprehensive alumni programs in the country, nurturing a consistently growing, active, and powerful KU community that creates impact for the University of Kansas. Highlights include:1) Networks - 129 domestic and international networks held events focused on University issues, including campus news, student recruitment, membership advancement, legislative advocacy, and community service. Academic programs served the University through a variety of meetings, events, and newsletters tailored to the needs of individual schools and keeping alumni informed regarding their areas of academic interest. Programmatic offerings attracted attendance in excess of 43,000 alumni and friends; 2) Adams Alumni Center - Provided banquet and meeting services for University, traditional Association events, and members welcoming over 37,000 guests nearly 1,100 events in the Center; 3) Support of intercollegiate athletics - Encouraged and promoted gatherings of alumni and interested persons to support the University athletics programs; 4) Kansas Honor Scholars Program - Honored over 3,500 outstanding Kansas high school seniors in 12 programs throughout the state. Nearly 140,000 Kansas students have been honored since 1971; and 5)Student Programs - Provided opportunities to interact with KU alumni, access to a network of mentors, and to learn KU traditions. 846915 88565 Publications and communications - Providing coverage of news and issues that affect the University through publication and delivery of the award-winning, bi-monthly Kansas Alumni magazine to approximately 44,000 Alumni Association members; production of regular (nearly 1,200 annually) broadcast emails and announcements reaching over 165,000 members and other KU friends on behalf of the Alumni Association and various University constituencies. Social media and on-line activities reach and engage more than 59,000 followers and 440,000 website visits. 559726 Alumni Records - As official record keeper for the University of Kansas for personal and mailing records for the former students and graduates of the University, the Alumni Association continually updates an active biographical records database including nearly 251,000 degree-holders and in excess of 460,000 University alumni and friends. 5084143 true true false true false false false false false true true true false false false true true false false false false false false false true false false false false true false false false false false false false false false false false true false false false false false false false false true 64 0 true 74 true true true false false false false true true false 0 false false false false false false false false false false X 25 25 false false false false false false false true true false true true true true true true true true true false false X Dwight Parman Treasurer 7858644760 1266 Oread Ave Lawrence KS 660453169 John W Ballard Chair Elect 1.00 0.00 X 0 0 0 Michael C Flowers Director 1.00 0.00 X 0 0 0 Steve Dillard Director 1.00 0.00 X 0 0 0 Carrie Coulson Director 1.00 0.00 X 0 0 0 Aaron Brinkman Director 1.00 0.00 X 0 0 0 Ryan Colaianni Director 1.00 0.00 X 0 0 0 Kevin E Carroll Chair 1.00 0.00 X X 0 0 0 Ellen O Remsing Director 1.00 0.00 X 0 0 0 Jay Kerutis Director 1.00 0.00 X 0 0 0 Debra Duckworth Director 1.00 0.00 X 0 0 0 Michael Happe Director 1.00 0.00 X 0 0 0 Scott R Seyfarth Past Chair 1.00 0.00 X 0 0 0 Janet Lusk Murfin Director 1.00 0.00 X 0 0 0 Portia Kibble Smith Director 1.00 0.00 X 0 0 0 Missy Hodge McCarthy Director 1.00 0.00 X 0 0 0 Dave B Roland Director 1.00 0.00 X 0 0 0 Cory Lagerstrom Director 1.00 0.00 X 0 0 0 Rosa Aguirre Mitchell Director 1.00 0.00 X 0 0 0 Keturah Harding Pohl Director 1.00 0.00 X 0 0 0 Cindy Penzler Director 1.00 0.00 X 0 0 0 Tim Trump Director 1.00 0.00 X 0 0 0 Jerry Skillett Director 1.00 0.00 X 0 0 0 Jill Miller Director 1.00 0.00 X 0 0 0 Al Shank Director 1.00 0.00 X 0 0 0 Adam Wray Director 1.00 0.00 X 0 0 0 Jennifer J Sanner Secretary/Sr VP 40.00 0.00 X 133805 0 31196 Dwight S Parman Treasurer/Sr VP 40.00 0.00 X 145045 0 32395 Heath Peterson President & CEO 40.00 0.00 X 200469 0 37613 Angela Riffey Storey VP Donor Relations 40.00 0.00 X 120215 0 14291 599534 115495 4 false true false Allen Press Inc 810 E 10th St Lawrence KS 66044 Publication/printing 105745 1 940059 353908 4281782 167653 5575749 Aux. Event Revenue/Fees 812900 138677 138677 Digital Advertising 17667 17667 Membership Dues & Assessments 812900 175492 175492 Print Advertising 70898 70898 Travel Tour Commissions 106213 106213 508947 288417 288417 0 1059070 1059070 0 0 249745 353908 382360 -132615 -132615 0 307352 139699 167653 145023 22630 0 7467221 459192 217408 1214872 0 0 0 0 736223 567169 76019 93035 0 2364331 2180192 45792 138347 204851 187815 4505 12531 229546 211085 7562 10899 216385 193098 7417 15870 0 0 31676 28420 570 2686 0 0 0 244963 226088 1736 17139 62575 61137 1438 174835 133882 5728 35225 110813 34680 34843 41290 0 169461 83106 43856 42499 177861 141486 -317 36692 0 669629 537453 40515 91661 0 17821 13186 4635 94365 83978 4746 5641 106550 105994 -195 751 Printing and Publications 209921 146301 -5210 68830 Postage and Shipping 155662 85304 1299 69059 Dues/Admissions 90485 79917 7861 2707 Other overhead allocations 0 -16148 7287 8861 0 6067953 5084143 284014 699796 0 293841 331574 0 121872 53016 0 0 0 0 95743 83781 6653480 5072353 1651849 1581127 0 21960539 24579794 0 0 0 24123844 26629292 520592 579091 1123455 1210207 1644047 1789298 X 7542711 7804548 1872005 3263832 13065081 13771614 22479797 24839994 24123844 26629292 X 1399268 778964 181965 X false true X true false X 3995581 5551103 3847931 3978911 5575749 22949275 0 0 3995581 5551103 3847931 3978911 5575749 22949275 1498062 21451213 1221082 1269561 1298483 1318798 1347487 6455411 0 0 29404686 4178848 0.72950 0.72630 X false false true true false true false false true true true 44666 44666 false false Part II-B, Line 1i - Other Activities Description Jayhawks for Higher Education, organized by the Alumni Association, is comprised of volunteer alumni throughout the state of Kansas. The function of Jayhawks for Higher Education is to encourage adequate State of Kansas support for higher educational appropriations. Jayhawks for Higher Education supports the requests of the Kansas Board of Regents for the state educational institutions under its jurisdiction. At no time does Jayhawks for Higher Education partake in partisan political matters or contribute to or support individual political campaigns. The group's only role is to encourage the support by elected state officials of the state's higher educational needs.Most communications occur via email updates to 1,615 Jayhawks for Higher Education members at key points throughout the legislative session, asking them to take action by calling or corresponding with their local lawmakers on issues of importance to KU and higher education. The Alumni Association's expenses principally consist of allocated salaries, benefits, and overhead. 4297971 369915 195735 4472151 4040341 449915 192285 4297971 4305566 -74133 191092 4040341 4506613 -11817 189230 4305566 4051730 641485 186602 4506613 1.00000 true false false 345215 345215 4896124 3779814 1116310 191211 156071 35140 1220930 1136468 84462 1581127 24579794 X 8003592 704024 704024 7299568 167653 167653 7467221 6422359 522059 522059 5900300 167653 167653 6067953 Part V, Line 4: Intended uses of the endowment fund. The Alumni Association maintains a board-designated endowment fund established to provide funds for services to life members (Schedule D, Part V, Lines 1-2). The Alumni Association also is designated income recipient for certain permanent endowment funds under both ownership and control of the KU Endowment Association but which are held and administered by the Endowment Association in perpetuity for the Alumni Association's benefit (Schedule D, Part V, Line 3a). These endowments are reported as Beneficial Interests in Endowment Funds in Part X, Balance Sheet. Income distributions from the Beneficial Interests, which are subject to the Endowment Association's spending policies, are reflected as contributions in Part I, Line 8. Income distributions from these endowments supplement the Alumni Association's operations and also provide for upkeep and maintenance of the Adams Alumni Center. Part X : FIN48 Footnote The Alumni Association's present accounting policy for the evaluation of uncertain tax positions is to review those positions on an annual basis. A liability would be recorded in the financial statements during the period which, based on all available evidence, management believes it is more likely than not that the tax position would not be sustained upon examination by taxing authorities and the liability would be incurred by the Alumni Association Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Increase in beneficial interest in endow $181965 Cost of sales-inventory and spec. events $522059 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S Contributions: RCB/Roundup auction items $167653 Part XII, Line 2d: Other expenses and losses per audited F/S Cost of sales-inventory and spec. events $522059 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Contributions: RCB/Roundup auction items $167653 X false Rock Chalk Ball 448634 253690 194944 72606 27717 179206 Jayhawk Roundup 155019 100218 54801 4939 2000 95892 603653 353908 249745 77545 29717 275098 382360 -132615 X X true true X X false false false false false false false false false false Dwight S Parman Treasurer/Sr VP 136975 8070 14315 18080 177440 Heath Peterson President & CEO 184380 16089 18270 19343 238082 Jennifer J Sanner Secretary/Sr VP 128943 4862 13294 17902 165001 Part I, Line 1a: Relevant information in regards to selections on 1a. Travel for companions: The Alumni Association occasionally pays travel expenses for a spouse to accompany an employee to assist in a volunteer capacity with alumni relations or donor development when attendance at an event or program is required by the employee as part of his or her work responsibilities. For spouse expenses to be reimbursable, the program or event in which the spouse is included must include spouses of guests.Health or social club dues: The Alumni Association pays the country club membership dues of certain employees. These payments are periodically analyzed and reported as taxable compensation, to the extent these membership dues payments are deemed to be personal, rather than business related. Auction Items 276 167653 Retail value false true false Form 990, Part VI, Line 11b: Form 990 Review Process Audit Committee members receive and review the Form 990 on behalf of the Board of Directors prior to filing. An Audit Committee report on the review is subsequently made to the Board of Directors, and copies of the Form 990 as filed are provided to any Board member upon request. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Employees and all members of both the Board of Directors and Audit Committee are annually requested to complete and submit in writing to the President & CEO a Conflict of Interest, Confidentiality, and Security Agreement form. This form discloses financial interests of the employee, director, or Audit Committee member with which the Alumni Association is also potentially a party, including but not limited to transactions or agreements; potential ownership or investment interests in any entity with which the Alumni Association is negotiating a transaction or arrangement; and ownership, investment, or compensation interests in an organization which is in competition with the Alumni Association. The Chair of the Board of Directors is to become familiar with the statements of the President & CEO and all Board and Audit Committee members. The Chair-Elect of the Board of Directors and the President & CEO are to become familiar with the statement filed by the Chair. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The Alumni Association's Executive Committee annually conducts a performance evaluation of the President & CEO and functions as a compensation committee. In evaluating the President and CEOs performance, the Executive Committee solicits input from the President & CEO and all directors. The Executive Committee then determines the President and CEOs compensation and benefits. This determination is based upon performance of the President & CEO and the organization as a whole as well as annual salary survey results obtained from peers in similar organizations. The results of the performance review and the Executive Committees conclusion regarding the President and CEOs compensation and benefits are reported to the Board of Directors in an executive session at its May meeting each year. All management personnel of the Alumni Association, including the President & CEO, are excluded from all meetings of the Executive Committee and Board of Directors in which performance and compensation of the President & CEO are considered. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The Alumni Association's governing documents are filed with the Kansas Secretary of State's office. Copies of governing documents, policies, and audited financial statements are available upon request. Other Changes In Net Assets Or Fund Balances - Other Increases Increase in beneficial interests @ KU Endowment = $181965