KANSAS UNIVERSITY ALUMNI ASSOCIATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KANSAS UNIVERSITY ALUMNI ASSOCIATION (EIN 48-0291250)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-12-19
- IRS object ID
- 201733539349300403
- Schema version
- 2016v3.0
- 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 G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-12-19T06:51:35-08:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIZE HOUSER & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 534 S KANSAS AVE 400 | AddressLine1Txt |
| City | TOPEKA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 666033454 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480291250 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KANSAS UNIVERSITY ALUMNI ASSOCIATION | BusinessNameLine1Txt |
| Business Name Line2 | DBA KU ALUMNI ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KANS | BusinessNameControlTxt |
| Phone | 7858644760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1266 OREAD AVENUE | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66045 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dwight S Parman | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2017-12-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Yvonne G Brownell | PreparerPersonNm |
| PTIN | P00129973 | PTIN |
| Phone | 7852330536 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Heath Peterson | PrincipalOfficerNm |
| Gross Receipts | $6,397,145 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.kualumni.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1883 | FormationYr |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Activity Or Mission | The KU Alumni Association exists to strengthen the University of Kansas by informing, engaging, and mobilizing the KU community. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 87 | TotalEmployeeCnt |
| Total Volunteers | 2282 | TotalVolunteersCnt |
| Total Gross UBI | $219,905 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$86,071 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,847,931 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,978,910 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $595,191 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $565,323 | CYProgramServiceRevenueAmt |
| PY Investment Income | $276,247 | PYInvestmentIncomeAmt |
| CY Investment Income | $278,193 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,046,861 | PYOtherRevenueAmt |
| CY Other Revenue | $1,072,242 | CYOtherRevenueAmt |
| PY Total Revenue | $5,766,230 | PYTotalRevenueAmt |
| CY Total Revenue | $5,894,668 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,405,374 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,555,837 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $700,681 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,184,222 | PYOtherExpensesAmt |
| CY Other Expenses | $2,252,553 | CYOtherExpensesAmt |
| PY Total Expenses | $5,589,596 | PYTotalExpensesAmt |
| CY Total Expenses | $5,808,390 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $176,634 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $86,278 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,719,019 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,123,844 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,530,237 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,644,047 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,188,782 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,479,797 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The KU Alumni Association exists to strengthen the University of Kansas by informing, engaging, and mobilizing the KU community. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,433,515 | ExpenseAmt |
| Revenue | $1,533,351 | RevenueAmt |
| Desc | 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 40,000 alumni and friends; 2) Adams Alumni Center - Provided banquet and meeting services for University, traditional Association events, and members welcoming over 36,000 guests at over 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 Honors Program - Honored nearly 3,500 outstanding Kansas high school seniors in 36 programs throughout the state. Over 135,000 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $854,534 | ExpenseAmt |
| Revenue | $87,823 | RevenueAmt |
| Desc | 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 43,000 Alumni Association members; production of regular (nearly 1,600 annually) broadcast emails and announcements reaching over 148,000 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 50,000 followers and 390,000 website visits. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $535,726 | ExpenseAmt |
| Desc | 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 246,000 degree-holders and in excess of 439,000 University alumni and friends. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,823,775 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | 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 | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 62 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 87 | 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 |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | 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 | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dwight Parman Treasurer | PersonNm |
| Phone | 7858644760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1266 Oread Ave | AddressLine1Txt |
| City | Lawrence | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 660453169 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| John W Ballard | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Luke B Bobo | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Carrie Coulson | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Aaron Brinkman | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ryan Colaianni | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Kevin E Carroll | |||||||||
| Chair Elect | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| James Bredfeldt | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ellen O Remsing | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jay Kerutis | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Debra Duckworth | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott R Seyfarth | |||||||||
| President | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Janet Lusk Murfin | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Portia Kibble Smith | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Missy Hodge McCarthy | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard E Putnam | |||||||||
| Past Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Dave B Roland | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Cory Lagerstrom | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Marci K Deuth | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gregory E Ek | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Cindy Penzler | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Tim Trump | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jerry Skillett | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jill Miller | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Al Shank | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jennifer J Sanner | |||||||||
| Secretary/Sr VP | 40.00 | 0.00 | $129,617 | $0 | $30,395 | Yes (X) | |||
| Dwight S Parman | |||||||||
| Treasurer/Sr VP | 40.00 | 0.00 | $137,858 | $0 | $31,327 | Yes (X) | |||
| Heath Peterson | |||||||||
| President & CEO | 40.00 | 0.00 | $181,639 | $0 | $37,061 | Yes (X) | |||
| Angela Riffey Storey | |||||||||
| VP Donor Relations | 40.00 | 0.00 | $106,051 | $0 | $10,365 | Yes (X) | |||
| Kevin J Corbett | |||||||||
| Former President & CEO | 0.00 | 0.00 | $166,330 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $721,495 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $109,148 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Allen Press Inc | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 810 E 10th St | AddressLine1Txt |
| City | Lawrence | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Publication/printing | ServicesDesc |
| Compensation | $130,829 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,025,336 | MembershipDuesAmt |
| Fundraising | $271,301 | FundraisingAmt |
| All Other Contributions | $2,682,273 | AllOtherContributionsAmt |
| Noncash Contributions | $113,671 | NoncashContributionsAmt |
| Total Contributions | $3,978,910 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Aux. Event Revenue/Fees | 812900 | $163,280 | $163,280 | |
| Digital Advertising | $6,390 | $6,390 | ||
| Membership Dues & Assessments | 812900 | $212,019 | $212,019 | |
| Print Advertising | $81,433 | $81,433 | ||
| Travel Tour Commissions | $102,201 | $102,201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $565,323 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $278,193 | TotalRevenueColumnAmt |
| Exclusion | $278,193 | 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 | $1,040,605 | TotalRevenueColumnAmt |
| Exclusion | $1,040,605 | ExclusionAmt |
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 | $182,781 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $271,301 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $335,814 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$153,033 | TotalRevenueColumnAmt |
| Exclusion | -$153,033 | ExclusionAmt |
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 | $341,333 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $166,663 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $174,670 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $144,789 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $29,881 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET RESEARCH/ANALYSIS | Desc |
| Total Revenue Column | $10,000 | TotalRevenueColumnAmt |
| Exclusion | $10,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,894,668 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $520,088 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $219,905 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,175,765 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $708,694 | TotalAmt |
| Program Services | $548,036 | ProgramServicesAmt |
| Management And General | $73,682 | ManagementAndGeneralAmt |
| Fundraising | $86,976 | FundraisingAmt |
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 | $2,239,539 | TotalAmt |
| Program Services | $2,071,355 | ProgramServicesAmt |
| Management And General | $46,748 | ManagementAndGeneralAmt |
| Fundraising | $121,436 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,156 | TotalAmt |
| Program Services | $171,203 | ProgramServicesAmt |
| Management And General | $4,658 | ManagementAndGeneralAmt |
| Fundraising | $11,295 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,882 | TotalAmt |
| Program Services | $197,468 | ProgramServicesAmt |
| Management And General | $5,302 | ManagementAndGeneralAmt |
| Fundraising | $13,112 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,566 | TotalAmt |
| Program Services | $183,011 | ProgramServicesAmt |
| Management And General | $7,369 | ManagementAndGeneralAmt |
| Fundraising | $14,186 | FundraisingAmt |
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 | $1,558 | TotalAmt |
| Program Services | $1,558 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,676 | TotalAmt |
| Program Services | $25,811 | ProgramServicesAmt |
| Management And General | $2,617 | ManagementAndGeneralAmt |
| Fundraising | $3,248 | FundraisingAmt |
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 | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,235 | TotalAmt |
| Program Services | $179,905 | ProgramServicesAmt |
| Management And General | $684 | ManagementAndGeneralAmt |
| Fundraising | $18,646 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,532 | TotalAmt |
| Program Services | $54,817 | ProgramServicesAmt |
| Fundraising | $1,715 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,847 | TotalAmt |
| Program Services | $159,313 | ProgramServicesAmt |
| Management And General | $7,135 | ManagementAndGeneralAmt |
| Fundraising | $65,399 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,810 | TotalAmt |
| Program Services | $16,071 | ProgramServicesAmt |
| Management And General | $37,365 | ManagementAndGeneralAmt |
| Fundraising | $46,374 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,759 | TotalAmt |
| Program Services | $39,772 | ProgramServicesAmt |
| Management And General | $55,307 | ManagementAndGeneralAmt |
| Fundraising | $57,680 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,696 | TotalAmt |
| Program Services | $155,962 | ProgramServicesAmt |
| Management And General | -$3,326 | ManagementAndGeneralAmt |
| Fundraising | $36,060 | 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 | $615,567 | TotalAmt |
| Program Services | $510,373 | ProgramServicesAmt |
| Management And General | $34,054 | ManagementAndGeneralAmt |
| Fundraising | $71,140 | 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 | $102,736 | TotalAmt |
| Program Services | $88,434 | ProgramServicesAmt |
| Management And General | $6,380 | ManagementAndGeneralAmt |
| Fundraising | $7,922 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,220 | TotalAmt |
| Program Services | $100,173 | ProgramServicesAmt |
| Management And General | $285 | ManagementAndGeneralAmt |
| Fundraising | $762 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Printing and Publications | $228,322 | $157,925 | -$3,959 | $74,356 |
| Postage and Shipping | $157,105 | $86,976 | $1,324 | $68,805 |
| Dues/Admissions | $85,490 | $75,612 | $8,309 | $1,569 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,808,390 | TotalAmt |
| Program Services | $4,823,775 | ProgramServicesAmt |
| Management And General | $283,934 | ManagementAndGeneralAmt |
| Fundraising | $700,681 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,404 | BOYAmt |
| EOY | $293,841 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,538 | BOYAmt |
| EOY | $121,872 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,762 | BOYAmt |
| EOY | $95,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,726,871 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,075,022 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,726,372 | BOYAmt |
| EOY | $1,651,849 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,462,943 | BOYAmt |
| EOY | $21,960,539 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,719,019 | BOYAmt |
| EOY | $24,123,844 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,004 | BOYAmt |
| EOY | $520,592 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,055,233 | BOYAmt |
| EOY | $1,123,455 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,530,237 | BOYAmt |
| EOY | $1,644,047 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,084,831 | BOYAmt |
| EOY | $7,542,711 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,873,415 | BOYAmt |
| EOY | $1,872,005 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,230,536 | BOYAmt |
| EOY | $13,065,081 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,188,782 | BOYAmt |
| EOY | $22,479,797 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,719,019 | BOYAmt |
| EOY | $24,123,844 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $86,278 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,142,009 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $62,728 | 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) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,428,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,995,581 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,551,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,847,931 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,978,911 | CurrentTaxYearAmt |
| Total | $20,802,180 | 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 | $3,428,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,995,581 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,551,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,847,931 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,978,911 | CurrentTaxYearAmt |
| Total | $20,802,180 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,049,042 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,753,138 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,287,803 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,221,082 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,269,561 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,298,483 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,318,798 | CurrentTaxYearAmt |
| Total | $6,395,727 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,197,907 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,222,938 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72630 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71910 | 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) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Mailings Members | $19 | MailingsMembersAmt |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Rallies Demonstrations | Yes (true) | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $41,348 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $41,367 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1i - Other Activities Description | FormAndLineReferenceDesc |
| Explanation | 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 1,611 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. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,040,341 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $449,915 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $192,285 | OtherExpendituresAmt |
| End Year Balance | $4,297,971 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,305,566 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$74,133 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $191,092 | OtherExpendituresAmt |
| End Year Balance | $4,040,341 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,506,613 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$11,817 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $189,230 | OtherExpendituresAmt |
| End Year Balance | $4,305,566 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,051,730 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $641,485 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $186,602 | OtherExpendituresAmt |
| End Year Balance | $4,506,613 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,860,600 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $376,804 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $185,673 | OtherExpendituresAmt |
| End Year Balance | $4,051,731 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $345,215 | OtherCostOrOtherBasisAmt |
| Book Value | $345,215 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,896,124 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,699,885 | DepreciationAmt |
| Book Value | $1,196,239 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $191,211 | OtherCostOrOtherBasisAmt |
| Depreciation | $152,367 | DepreciationAmt |
| Book Value | $38,844 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,294,321 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,222,770 | DepreciationAmt |
| Book Value | $71,551 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,651,849 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $21,960,539 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,346,202 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $565,205 | OtherRevenueAmt |
| Revenue Not Reported | $565,205 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,780,997 | RevenueSubtotalAmt |
| Other Revenues Not Included | $113,671 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $113,671 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,894,668 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,197,196 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $502,477 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $502,477 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,694,719 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $113,671 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $113,671 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,808,390 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 $62728 Cost of sales-inventory and spec. events $502477 |
| Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S | Contributions: RCB/Roundup auction items $113671 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | Cost of sales-inventory and spec. events $502477 |
| Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Contributions: RCB/Roundup auction items $113671 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Rock Chalk Ball | Event1Nm |
| Gross Receipts Event1 | $373,877 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $215,831 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $158,046 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $99,197 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $22,029 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $165,046 | OtherDirectExpensesEvent1Amt |
| Event2 | Jayhawk Roundup | Event2Nm |
| Gross Receipts Event2 | $80,205 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $55,470 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $24,735 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $5,464 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,500 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $42,578 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $454,082 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $271,301 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $182,781 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $104,661 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $23,529 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $207,624 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $335,814 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$153,033 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | Yes (true) | 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| Dwight S Parman | ||||||
| Treasurer/Sr VP | $133,046 | $4,812 | $13,965 | $17,362 | $169,185 | |
| Heath Peterson | ||||||
| President & CEO | $181,639 | $18,000 | $19,061 | $218,700 | ||
| Jennifer J Sanner | ||||||
| Secretary/Sr VP | $126,409 | $3,208 | $13,033 | $17,362 | $160,012 | |
| Kevin J Corbett | ||||||
| Former President & CEO | $166,330 | $166,330 | ||||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Auction items | Desc |
| Contribution | 262 | ContributionCnt |
| Noncash Contributions Rpt F990 | $113,671 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Retail value | MethodOfDeterminingRevenuesTxt |
| 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 | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 = $62728 |
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