2013-11-12T07:51:41-06:00 2013-06-30 HUTH THOMPSON LLP PO BOX 970 LAFAYETTE IN 479020970 990 2012-07-01 350595500 PURDUE ALUMNI ASSOCIATION INC PURD 7654945175 403 WEST WOOD STREET WEST LAFAYETTE IN 479072007 KIRK CERNY 7654945175 2013-10-23 false KIMBERLEY R MORISETTE 7654285000 2013-11-08 2012 2016-03-07 17:11:31Z KIRK R CERNY 403 WEST WOOD STREET WEST LAFAYETTE IN 479072007 4435013 false X WWW.PURDUEALUM.ORG X 1878 IN TO PROMOTE THE WELFARE OF PURDUE UNIVERSITY AND TO ENCOURAGE THE INTEREST OF ALUMNI IN THE UNIVERSITY AND EACH OTHER. 29 29 40 280 228483 -86249 1236322 1148129 379655 410840 1347176 1371715 1451599 1385055 4414752 4315739 47718 39600 0 2150262 2187149 0 242902 2280078 1992028 4478058 4218777 -63306 96962 29679147 31448406 6958256 7125794 22720891 24322612 TO PROMOTE THE WELFARE OF PURDUE UNIVERSITY AND TO ENCOURAGE THE INTEREST OF ALUMNI IN THE UNIVERSITY AND EACH OTHER. false false 897483 39600 1339582 ALUMNUS MAGAZINE - THE MAGAZINE IS PUBLISHED SIX TIMES ANNUALLY AND IS THE PRIMARY TOOL USED BY THE ORGANIZATION TO COMMUNICATE WITH ITS 62,000 MEMBERS. THE MAGAZINE PROVIDES INFORMATION ABOUT CURRENT ACTIVITIES AT PURDUE UNIVERSITY AND INFORMATION ABOUT EVENTS DESIGNED TO CONNECT ALUMNNI TO THE UNIVERSITY AND EACH OTHER. 1284348 1154352 ADDRESS DEPARTMENT - THE ADDRESS DEPARTMENT MAINTAINS BIOGRAPHICAL IFORMATION FOR 417,000 ALUMNI FOR THE PURPOSE OF KEEPING THOSE INDIVIDUALS CONNECTED TO PURDUE UNIVERSITY AND EACH OTHER. THE DATA IS USED WHEN COMMUNICATING WITH INDIVIDUALS ABOUT CURRENT ACTIVITIES AT PURDUE UNIVERSITY AND ABOUT EVENTS DESIGNED TO CONNECT ALUMNI TO THE UNIVERSITY AND EACH OTHER. 360486 CONSTITUENT SOCIETIES - THE ORGANIZATION PROVIDES FUNDING FOR THE PURPOSE OF ENABLING 417,000 ALUMNI WITH COMMON BACKGROUNDS TO CONNECT TO THE UNIVERSITY AND EACH OTHER. ALUMNI MAY BE GROUPED BY GEOGRAPHIC REGION OF THEIR RESIDENCE, EDUCATIONAL DISCIPLIN, ETHNICITY, OR ACTIVITIES THE INDIVIDUAL PARTICIPATED IN WHILE THEY WERE A STUDENT. 2542317 true false false false false false false false true true true false false false false true false true false false true false false false true false false true false true false false false false false false false false false false false false false true true false false false true 18 0 true 40 true true true false false false false false false false false false X 29 29 false false false false true true false true true false false false true true true true true true false false IN X MARK WRIGHT 7654940507 403 WEST WOOD STREET WEST LAFAYETTE IN 479072007 GAIL LARSON 1.00 X X 0 0 0 TED PRIEBE 1.00 X X 0 0 0 JAMIE GOODFELLOW 1.00 X X 0 0 0 CHERYL CUNNINGHAM 1.00 X 0 0 0 BILL FIOCK 1.00 X 0 0 0 NATHAN COBBS 1.00 X 0 0 0 ROBERT THORLEY 1.00 X X 0 0 0 JEFFERY WEBSTER 1.00 X 0 0 0 DALE CRIPE 1.00 X 0 0 0 LARRY MARKS 1.00 X 0 0 0 DEON DEVOE 1.00 X 0 0 0 MONICA HARVEY 1.00 X 0 0 0 JOHN KNOTE 1.00 X 0 0 0 TERESA FAY 1.00 X 0 0 0 MARY HARRIS-DIETER 1.00 X X 0 0 0 KENDRA LEWIS 1.00 X 0 0 0 NICHOLAS SICKLER 1.00 X 0 0 0 TODD GREENWOOD 1.00 X 0 0 0 STEVEN MURPHY 1.00 X 0 0 0 DAVID PARKER 1.00 X 0 0 0 RAMONA QUINTANILLA 1.00 X 0 0 0 MINA BASHAR ALSARAF 1.00 X 0 0 0 JAMES BROOKS 1.00 X 0 0 0 MILES DAVIS 1.00 X 0 0 0 GARY GESWEIN 1.00 X 0 0 0 KRISTEN QUINLAN 1.00 X 0 0 0 JON SCHMALTZ 1.00 X 0 0 0 BOB FELDMAIER 1.00 X 0 0 0 BHARGAV KOTADIA 1.00 X 0 0 0 MARY TENNYSON 1.00 X 0 0 0 KIRK CERNY 40.00 X 218060 0 58618 JIM KARL 40.00 X 128703 0 40832 MARK WRIGHT 40.00 X 96319 0 40504 443082 139954 2 false true false WATKINS PRINTING 1401 EAST 17TH AVENUE COLUMBUS OH 43211 PRINTING 182140 THE NATIONAL GROUP 627 SOUTH EARL AVENUE LAFAYETTE IN 47904 PRINTING 132470 POSTMASTER 610 W NAVAJO STREET WEST LAFAYETTE IN 47906 POSTAGE 121901 3 957085 191044 1148129 LIFE MEMBERS 900099 256320 256320 ADVERTISING 541800 126177 126177 PROGRAM EVENT INCOME 900099 28343 28343 410840 1408280 1408280 36565 -36565 -36565 -36565 142985 82709 60276 60276 2539 2539 2539 AFFINITY PROGRAMS 900099 1192987 1192987 TOURS 561500 102306 102306 MISCELLANEOUS 900099 20520 20520 6427 6427 1322240 4315739 268618 228483 2670509 X 39600 39600 587454 587454 1110521 863642 246879 146503 116985 29518 232756 158921 73835 109915 60299 49616 132 132 18285 18285 178902 132259 46643 562753 343538 132542 86673 14943 14943 63587 63587 51178 31139 20039 18006 18006 32860 32860 UNIVERSITY SUPPORT 104565 104565 SCHOOL ALUMNI DUE SHARING 104278 104278 CLUB DUES SHARING CONTROL 97693 97693 BIG 3 94548 94548 650298 394850 145862 109586 4218777 2542317 1433558 242902 100 100 1085286 1355950 52129 52464 187537 211965 126311 94878 81361 31433 27566040 29069870 24 30 706670 726594 29679147 31448406 248883 235911 6464654 6651188 244719 238695 6958256 7125794 X 22702386 24304107 6436 6436 12069 12069 22720891 24322612 29679147 31448406 96962 1503830 929 X false true X true false X X X false false false PURDUE UNIVERSITY 356002041 2 true true true 124365 1 124365 false true X 12069 12069 11819 250 12069 11169 650 11819 6810 4359 11169 1.00000 false false 126311 94878 31433 31433 5903555 1503830 83986 1587816 4315739 4315739 4301834 83057 83057 4218777 4218777 ESCROW LIABILITY ARRANGEMENT EXPLANATION SCHEDULE D, PAGE 2, PART IV, LINE 2B THE ORGANIZATION MAINTAINS AGENCY/ESCROW FUNDS FOR VARIOUS PURDUE ALUMNI CLASSES SUCH AS THE CLASS OF 1942 AND PURDUE SCHOOLS SUCH AS AN ENGINEERING SCHOOL ESCROW ACCOUNT. INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, PART V, LINE 4 THE ENDOWMENT FUNDS ARE HELD IN PERPETUITY TO BENEFIT THE ORGANIZATION. LIABILITY UNDER FIN 48 FOOTNOTE SCHEDULE D, PAGE 3, PART X ACCOUNTING STANDARDS REQUIRE ENTITIES TO DISCLOSE IN THEIR FINANCIAL STATEMENTS THE NATURE OF ANY UNCERTAINTIES IN THEIR TAX POSITION. TAX YEARS 2009 AND LATER REMAIN OPEN AND ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE PURDUE ALUMNI ASSOCIATION, INC. AREAS THAT IRS AND STATE TAX AUTHORITIES CONSIDER WHEN EXAMINING TAX RETURNS OF A CHARITY INCLUDE, BUT MAY NOT BE LIMITED TO, TAX-EXEMPT STATUS AND THE EXISTENCE AND AMOUNT OF UNRELATED BUSINESS INCOME. THE ORGANIZATION DOES NOT BELIEVE THAT IT HAS ANY UNCERTAIN TAX POSITIONS WITH RESPECT TO THESE OR OTHER MATTERS, AND THEREFORE HAS NOT RECORDED ANY UNRECOGNIZED TAX BENEFITS OR LIABILITIES. THE ORGANIZATION IS NOT AWARE OF ANY CIRCUMSTANCES OR EVENTS THAT MAKE IT REASONABLY POSSIBLE THAT TAX BENEFITS MAY INCREASE OR DECREASE WITHIN 12 MONTHS OF THE DATE OF THE FINANCIAL STATEMENTS. REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 2D DIRECT COSTS TO DONORS NETTED WITH REVENUE ON 990 82,709 BOOK TO TAX DIFFERENCE IN DISPOSALS 1,277 EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D DIRECT COSTS TO DONORS NETTED WITH REVENUE ON 990 82,709 BOOK / TAX DEPRECIATION DIFFERENCE 348 false ASIA PROGRAM SERVICES HOST ALUMNI RECEPTIO 12724 12724 12724 false false false false false false ACTIVITIES PER REGION SCHEDULE F, PAGE 1, PART I, LINE 3 ASIA 12,724 0 BOILERMAKER BAL 142985 142985 82709 142985 142985 82709 82709 60276 true PURDUE UNIVERSITY 401 S GRANT STREET WEST LAFAYETTE IN 47907 356002041 3 19800 SCHOLARSHIPS 1 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 SCHOLARSHIPS - SCHOLARSHIP FUNDS ARE PROVIDED TO PURDUE UNIVERSITY, WHICH CLOSELY MONITORS THE AWARDING OF ALL SCHOLARSHIP FUNDS THROUGH ITS DIVISION OF FINANCIAL AID. INTERNAL AUDITS AND EXTERNAL AUDITS ARE COMPLETED ROUTINELY TO ENSURE FUNDS ARE PROPERLY AWARDED TO STUDENTS BASED ON CRITERIA ESTABLISHED FOR EACH SCHOLARSHIP. X X X true true X X false false false false false false false false false KIRK CERNY 216557 1503 31435 27183 276678 JIM KARL 127677 1026 19433 21399 169535 FRINGE OR EXPENSE EXPLANATION SCHEDULE J, PAGE 1, PART I, LINE 1A FIRST CLASS OR CHARTER TRAVEL - THE INDIVIDUAL IS NOT PROHIBITED FROM PURCHASING FIRST CLASS AIRFARE WHEN FLYING FOR BUSINESS PURPOSES. TRAVEL FOR COMPANIONS - THE JOB OFFER LETTER TO THE INDIVIDUAL STATES THAT PRESIDENT & CEO WILL RECEIVE "SUPPORT FOR YOUR SPOUSE TO ACCOMPANY YOU WHEN TRAVELING ON OFFICIAL PAA BUSINES (SUBJECT TO ADVANCE APPROVAL OF THE CHAIRMAN OF THE BOARD)." HEALTH OR SOCIAL-CLUB DUES OR INITIATION FEES - THE JOB OFFER LETTER TO THE INDIVIDUAL STATES THE PRESIDENT & CEO WILL RECEIVE "MEMBERSHIP" IN A SOCIAL, SERVICE, OR COUNTRY CLUB. THE INDIVIDUAL HAD A FAMILY MEMBERSHIP IN THE LAFAYETTE COUNTRY CLUB AND INDIVIDUAL MEMBERSHIP IN THE SKYLINE CLUB (A PRIVATE BUSINESS AND SOCIAL DINING CLUB IN INDIANAPOLIS). CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PAGE 6, PART VI, LINE 6 INDIVIDUALS BECOME MEMBERS OF THE PURDUE ALUMNI ASSOCIATION UPON PAYMENT OF MEMBERSHIP DUES ELECTION OF MEMBERS AND THEIR RIGHTS FORM 990, PAGE 6, PART VI, LINE 7A INDIVIDUALS WHO PAY MEMBERSHIP DUES TO PURDUE ALUMNI ASSOCIATION ELECT SOME MEMBERS OF THE GOVERNING BOARD OF THE ORGANIZATION. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS REVIEWED BY THE EXECUTIVE VICE PRESIDENT & TREASURER. A DRAFT COPY IS PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD AND THEY HAVE THE OPPORTUNITY TO ASK ORGANIZATION MANAGEMENT QUESTIONS BEFORE THE 990 IS SUBMITTED. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C ALL ORGANIZATION STAFF MEMBERS AND GOVERNING BOARD MEMBERS ARE REQUIRED TO FULLY DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST THAT MAY EXIST AS A RESULT OF THEIR RELATIONSHIP TO THE ORGANIZATION. CONFLICT OF INTEREST DISCLOSURE STATEMENTS MUST BE SIGNED EACH YEAR. COPIES ARE MAINTAINED BY THE EXECUTIVE VICE PRESIDENT & TREASURER AND PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW. THE FINANCE COMMITTEE ADDRESSES ANY POTENTIAL CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICT OF INTEREST ON THE PART OF ANY GOVERNING BOARD MEMBER IS DISCLOSED TO OTHER GOVERNING BOARD MEMBERS WHEN THE INTEREST BECOMES A MATTER OF GOVERNING BOARD ACTION. THE GOVERNING BOARD MEMBER SHALL NOT VOTE OR USE HIS OR HER INFLUENCE ON THE MATTER, AND THE MINUTES OF THE GOVERNING BOARD MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE AND THE GOVERNING BOARD MEMBER SHALL ABSTAIN FROM PARTICIPATION IN THE MATTER. ANY POTENTIAL CONFLICT OF INTEREST ON THE PART OF ANY ORGANIZATION STAFF MEMBER WHICH COULD AFFECT TRANSACTIONS TO WHICH THE ORGANIZATION IS A PARTY SHALL BE REPORTED TO THE PRESIDENT & CEO. THE PRESIDENT & CEO SHALL INVESTIGATE AND REPORT THE RESULTS AND FINDINGS TO THE EXECUTIVE COMMITTEE OF THE GOVERNING BOARD. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE SHALL MAKE A RECOMMENDATION TO THE BOARD OF DIRECTORS REGARDING THE PRESDIENT & CEO'S COMPENSATION. THE EXECUTIVE COMMITTEE SHALL OBTAIN AND RELY UPON COMPENSATION DATA FOR COMPARABLE UNIVERSITY POSITIONS, AND COMPENSATION DATA FOR PRESDIENTS AT OTHER ALUMNI ASSOCIATIONS, WHEN MAKING ITS RECOMMENDATION. THE BOARD OF DIRECTORS SHALL APPROVE THE PRESIDENT & CEO'S COMPENSATION AFTER CONSIDERING THE RECOMMENDATION PROVIDED BY THE EXECUTIVE COMMITTEE. THE BOARD OF DIRECTORS SHALL ADEQUATELY DOCUMENT THE BASIS FOR THE DETERMINATION OF THE PRESDIENT & CEO'S COMPENSATION, AND COMMUNICATE SUCH TO THE CORPORATION'S PRIMARY FINANCIAL STAFF MEMBER. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS TAX RETURNS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON AN AS-REQUESTED BASIS. INDIVIDUALS MAY REVIEW DOCUMENTS AT THE OFFICE OF THE ORGANIZATION. INDIVIDUALS WHO WISH TO HAVE A COPY MUST MAKE THEIR REQUEST IN PERSON OR IN WRITING, AND AR REQUIRED TO REIMBURSE THE ORGANIZATION FOR THE COST OF REPRODUCTION (BASED ON 0.05 PER PAGE X THE NUMBER OF PAGES) PLUS THE COST OF 1ST CLASS POSTAGE (IF MAILED). PAYMENT IS REQUIRED BEFORE THE COPY WILL BE PROVIDED. OTHER EXPENSES FORM 990, PART IX, LINE 24E BOARD OF DIRECTORS 0 84,150 0 BOILERMAKER BALL EXPENSE 76,147 0 0 PRESIDENTS INITIATIVES 0 61,712 0 PASE EXPENSE 0 0 56,517 DIRECT MAIL PROMOTIONS 0 0 53,069 DESIGN & WRITING 51,797 0 0 PRE-GAME TAILGATE EVENT 43,601 0 0 REUNIONS & AWARDS 39,025 0 0 INTERNATIONAL 35,259 0 0 ALUMNI INTEREST GROUP SUP 27,208 0 0 CURRENT STUDENTS 27,037 0 0 ELECTRONIC COMMUNICATIONS 25,592 0 0 REGIONAL CAMP DUE SHARING 20,489 0 0 TOUR EXPENSES - BOWL GAME 18,745 0 0 TOURS 17,607 0 0 YOUNG ALUMNI 12,276 0 0 CLUB GENERAL 9,812 0 0 SPECIAL EVENTS 9,684 0 0 SPECIAL PROJECTS 1,588 0 0 CHICAGO, IL -1 0 0 CENTRAL IOWA (DES MOINES) -23 0 0 MUNCIE (DELAWARE COUNTY) -39 0 0 UPSTATE SOUTH CAROLINA -42 0 0 CLEVELAND, OH -71 0 0 ATLANTA, GA -95 0 0 HENDRICKS COUNTY -99 0 0 SOUTHWEST MICHIGAN-ST JOE -115 0 0 KANSAS CITY, MO -123 0 0 SOUTHERN AZ (TUCSON) -139 0 0 LEHIGH VALLEY, PA -177 0 0 CASS COUNTY -183 0 0 DALLAS, TX -201 0 0 OMAHA (MIDLANDS) -220 0 0 JACKSONVILLE, FL -225 0 0 SOUTHEAST MICHIGAN (DET) -245 0 0 MEMPHIS, TN -245 0 0 PUTNAM COUNTY -283 0 0 LAS VEGAS, NV -353 0 0 DUBOIS COUNTY -370 0 0 COLORADO -624 0 0 ANDERSON (MADISON COUNTY) -636 0 0 ST. LOUIS, MO -709 0 0 BOSTON, MA -746 0 0 NEW JERSEY -895 0 0 HOUSTON, TX -1,048 0 0 SAN FRANCISCO, CA -1,081 0 0 NORTHWEST INDIANA -1,161 0 0 FALLS CITIES (LOUISVILLE) -1,286 0 0 BOONE COUNTY -1,420 0 0 WASHINGTON, D.C. -1,566 0 0 FT. WAYNE (ALLEN COUNTY) -1,688 0 0 TIPPECANOE COUNTY -4,908 0 0 RECONCILIATION OF CHANGES - OTHER FORM 990, PART XI, LINE 9 DIRECT COSTS TO DONORS NETTED WITH REVENUE ON 990 82,709 BOOK TO TAX DIFFERENCE IN DISPOSALS 1,277 DIRECT COSTS TO DONORS NETTED WITH REVENUE ON 990 -82,709 BOOK / TAX DEPRECIATION DIFFERENCE -348 D1 PARTNERS LLC 403 WEST WOOD STREET WEST LAFAYETTE IN 47907 451471437 ADVERTISE IN N/A C CORP 24510 17371 1.00000 false false false false false false false false false false false false true false false false false true false false