2013-11-11T06:19:38-08:00 2013-06-30 Mize Houser & Company PA 534 S KANSAS AVE 400 TOPEKA KS 666033454 990 2012-07-01 480291250 The Kansas University Alumni Association dba KU Alumni Association KANS 7858644760 1266 Oread Avenue Lawrence KS 66045 Dwight S Parman 2013-11-08 James W Hilbert P00285587 7852330536 2012 2016-02-24 21:20:13Z Kevin J Corbett 1266 Oread Avenue Lawrence KS 660453169 5779946 false false X www.kualumni.org X 1883 KS The KU Alumni Association exists to strengthen the University of Kansas by informing, engaging, and mobilizing the KU community. 24 24 79 2135 178133 -94252 3317451 3428654 684851 665498 237843 242950 1241022 1095571 5481167 5432673 0 0 3267933 3429915 0 702859 2544792 2422109 5812725 5852024 -331558 -419351 19249450 20613195 3886587 4422307 15362863 16190888 The KU Alumni Association exists to strengthen the University of Kansas by informing, engaging, and mobilizing the KU community. false false 3462810 1667391 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) Chapters and clubs - Over 64 domestic and international clubs & chapters held events focused on University issues, including campus news, student recruitment, membership advancement, and community service. Professional societies served the University through a variety of meetings, programs, and newsletters tailored to the needs of individual schools and keeping alumni informed regarding their areas of academic interest. Programmatic offerings of over 450 events attracted the attendance in excess of 55,000 alumni and friends; 2) Adams Alumni Center - Provided banquet and meeting services for University, traditional Association events, and members welcoming over 35,000 guests at nearly 800 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 more than 3,500 outstanding Kansas high school seniors in 36 programs throughout the state. Over 121,000 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. 821125 93678 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 45,000 Alumni Association members; production of regular (over 1,500 annually) broadcast emails and announcements reaching 162,000 members and other KU friends on behalf of the Alumni Association and various University constituencies. Social media activities reach and engage more than 40,000 constituents on-line. 514778 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 over 217,000 degree-holders and in excess of 718,000 University alumni and friends. 4798713 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 true true false false false false false false false false false true 69 0 true 79 true true false false false false true true false 0 false false false false false false false false false false X 24 24 false false false false false false false true true false true true false true true true true true true false false X Dwight Parman Treasurer 7858644760 1266 Oread Ave Lawrence KS 660453169 Larry D Stoppel 1.00 0.00 X 0 0 0 Debbie L Nordling 1.00 0.00 X 0 0 0 Gregory E Ek 1.00 0.00 X 0 0 0 Marci K Deuth 1.00 0.00 X 0 0 0 Douglas C Miller 1.00 0.00 X 0 0 0 Jeff L Wolfe 1.00 0.00 X 0 0 0 Richard E Putnam 1.00 0.00 X 0 0 0 Brenda M Vann 1.00 0.00 X 0 0 0 Lori Piening 1.00 0.00 X 0 0 0 Shelle Hook McCoy 1.00 0.00 X 0 0 0 Scott R Seyfarth 1.00 0.00 X 0 0 0 Camille Bribiesca Nyberg 1.00 0.00 X 0 0 0 Henry C Menghini 1.00 0.00 X 0 0 0 John Jeter 1.00 0.00 X 0 0 0 Paul Carttar 1.00 0.00 X 0 0 0 James Bredfeldt 1.00 0.00 X 0 0 0 Jeff Kennedy 1.00 0.00 X 0 0 0 Kevin E Carroll 1.00 0.00 X 0 0 0 Donald R Brada 1.00 0.00 X 0 0 0 Sheri Welter Hauck 1.00 0.00 X 0 0 0 Ray D Evans 1.00 0.00 X X 0 0 0 Mark Randall 1.00 0.00 X 0 0 0 Luke B Bobo 1.00 0.00 X 0 0 0 Jeffrey P Briley 1.00 0.00 X 0 0 0 Dwight S Parman 40.00 0.00 X 117540 0 33106 Jennifer J Sanner 40.00 0.00 X 113972 0 28835 Kevin J Corbett 40.00 0.00 X 269356 0 78165 Michael Davis 40.00 0.00 X 152866 0 28304 653734 168410 4 false true false West Camp Press Inc 39 Collegeview Rd Westerville OH 43081 Printing/marketing 149600 Allen Press Inc 810 E 10th St Lawrence KS 66044 Publication/printing 140870 2 904129 338485 2186040 75931 3428654 Travel Tour Commissions 64804 64804 Membership Dues & Assessments 812900 150337 150337 Aux. Event Revenue/Fees 812900 356679 356679 Advertising 93678 93678 665498 246994 246994 0 1040809 1040809 0 2250 6294 -4044 -4044 -4044 120148 338485 275139 -154991 -154991 0 275593 65840 209753 190102 19651 0 5432673 697118 178133 1128768 0 0 0 0 857335 611076 115537 130722 0 2058735 1855140 80383 123212 143057 133579 5983 3495 183747 169675 8930 5142 187041 160129 11529 15383 0 4326 516 3000 810 29128 23314 3139 2675 0 0 0 85961 78277 -553 8237 80244 80244 174816 147889 11223 15704 87315 29621 26883 30811 0 140726 58967 39616 42143 239365 213277 2015 24073 827306 711584 30217 85505 0 0 250 250 134008 116401 8201 9406 93428 92110 404 914 Dues/Admissions 59204 49983 8295 926 Postage and Shipping 137368 87952 1007 48409 Printing and Publications 328664 178729 -5357 155292 0 5852024 4798713 350452 702859 0 180588 339371 0 72406 185685 0 0 0 0 142811 156939 6648694 4755964 2030101 1892730 0 16823544 18038470 0 0 0 19249450 20613195 524739 725697 3361848 3696610 3886587 4422307 X 4897358 4714386 74589 83424 10390916 11393078 15362863 16190888 19249450 20613195 X -419351 1247376 X false true X true false X 3369294 3338974 3448050 3471208 3428654 17056180 0 0 3369294 3338974 3448050 3471208 3428654 17056180 0 17056180 1535236 1547482 1347785 1378053 1287803 7096359 0 0 24152539 4007699 0.70620 0.69600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false true true false true false false true 1077 false true 35178 36255 false false Part II-B, Line 1i 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 more than 1,600 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. 3860600 376804 185673 4051731 4224246 -177974 185672 3860600 3635266 774647 185667 4224246 3389122 431807 185663 3635266 4653053 -1066234 197697 3389122 1.00000 true false false 345215 345215 4748623 3384518 1364105 186914 114224 72690 1367942 1257222 110720 1892730 18038470 X 6245450 884664 884664 5360786 71887 71887 5432673 6121116 345023 345023 5776093 75931 75931 5852024 Part XII, Line 4b Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Contributions: RCB/Roundup auction items $75931 Part XII, Line 2d Part XII, Line 2d: Other expenses and losses per audited F/S Cost of sales-inventory and spec. events $340979 Loss on fixed assets netted w/expenses $4044 Part XI, Line 4b Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S Contributions: RCB/Roundup auction items $75931 Loss from sale of fixed assets $-4044 Part XI, Line 2d Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Increase in beneficial interest in endow $543685 Cost of sales-inventory and spec. events $340979 Part X 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 V, Line 4 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. false Rock Chalk Ball 346385 256548 89837 90794 20763 97888 Jayhawk Roundup 112248 81937 30311 9202 8367 48125 458633 338485 120148 99996 29130 146013 275139 -154991 X X true true X X false false false false false false false true false false Michael Davis 149758 3108 15140 13164 181170 Kevin J Corbett 254768 14588 60000 18165 347521 Dwight S Parman 117540 12719 20387 150646 Sch J, Part I, Line 7 Part I, Line 7: Non-Fixed payments not listed above One key employee is eligible to participate in a discretionary deferred bonus payment plan, subject to a substantial risk of forfeiture. The amount included in Part II, column (C) for Kevin Corbett which is attributable to the discretionary deferred bonus payment plan is $35,000. Sch J, Part I, Line 1a 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. Sue Shields Watson Former Director 18405 See Schedule O false Auction Items 253 75931 Retail cost false true false Form 990, Schedule L, Part IV Form 990, Schedule L, Part IV, Business Transaction Involving Interested Person:a) Name of Person: Sue Shields Watsonb) Relationship Between Interested Person and Organization: Former chair and director of KU Alumni Association (term expired June 30, 2011)d) Description of Transaction: Sue's husband Kurt is President and COO of The IMA Financial Group, which receives fees for serving as the Alumni Association's insurance consultant and broker. Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Increases Unrealized gain on investments = $245214 Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Increases Increase in beneficial interests @ KU Endowment = $543685 Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Increases Gain on beneficial interests @ KU Endowment = $458477 Form 990, Part VI, Line 19 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. Form 990, Part VI, Line 15a 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. In conducting this review, the Executive Commmittee solicits input from the President & CEO and all directors. The results of the performance review and a recommendation on all compensation and benefits of the President & CEO are presented to the Board of Directors for approval in an executive session at its May meeting each year. This recommendation 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. 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 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Employees and all members of the Board of Directors 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 or director 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 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 11b Form 990, Part VI, Line 11b: Form 990 Review Process The Audit Committee, Finance Committee Chair, and interested Finance Committee members receive and review the Form 990 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.