KANSAS UNIVERSITY ALUMNI ASSOCIATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- KANSAS UNIVERSITY ALUMNI ASSOCIATION (EIN 48-0291250)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-22
- IRS object ID
- 201210829349300726
- Schema version
- 2010v3.2
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-22T11:36:48-07:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mize Houser & Company PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 534 S KANSAS AVE 400 | AddressLine1 |
| City | TOPEKA | City |
| State | KS | State |
| ZIP Code | 666033454 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480291250 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Kansas University Alumni Association | BusinessNameLine1 |
| Business Name Line2 | dba KU Alumni Association | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KANS | NameControl |
| Phone | 7858644760 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1266 Oread Avenue | AddressLine1 |
| City | Lawrence | City |
| State | KS | State |
| ZIP Code | 66045 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dwight S Parman | Name |
| Title | Treasurer | Title |
| Date Signed | 2012-03-21 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5778661 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.kualumni.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1883 | YearFormation |
| State Legal Domicile | KS | StateLegalDomicile |
| Activity Or Mission Description | The KU Alumni Association exists to strengthen the University of Kansas by informing, engaging, and mobilizing the KU community. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 70 | TotalNbrEmployees |
| Total Nbr Volunteers | 1435 | TotalNbrVolunteers |
| Total Gross UBI | 229855 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -112945 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3230000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3314221 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 427495 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 672994 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 237442 | InvestmentIncomePriorYear |
| Investment Income Current Year | 235837 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1497746 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1180969 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5392683 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5404021 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2996245 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3103203 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 636935 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2383231 | OtherExpensePriorYear |
| Other Expenses Current Year | 2569830 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5379476 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5673033 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 13207 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -269012 | RevenuesLessExpensesCY |
| Total Assets BOY | 17402443 | TotalAssetsBOY |
| Total Assets EOY | 19620152 | TotalAssetsEOY |
| Total Liabilities BOY | 3573368 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3697879 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13829075 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15922273 | NetAssetsOrFundBalancesEOY |
| Mission Description | The KU Alumni Association exists to strengthen the University of Kansas by informing, engaging, and mobilizing the KU community. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3395753 | Expense |
| Revenue | 1737615 | Revenue |
| Description | 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 60 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 525 events attracted the attendance in excess of 50,000 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 41 programs throughout the state. Over 114,000 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 776766 | Expense |
| Revenue | 101928 | Revenue |
| Description | 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 a monthly e-newsletter, KU Connection, reaching 130,000 members and other KU friends; and facilitation of over 1,000 e-mails annually on behalf of the Alumni Association and various University constituencies. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 548769 | Expense |
| Revenue | 20 | Revenue |
| Description | 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 208,000 degree-holders and in excess of 518,000 University alumni and friends. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 4721288 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 60 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 70 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Dwight Parman Treasurer | NamePerson |
| Telephone Number | 7858644760 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1266 Oread Ave | AddressLine1 |
| City | Lawrence | City |
| State | KS | State |
| ZIP Code | 660453169 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| Winifred S Pinet | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| The Hon Karen M Humphreys | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Sue Shields Watson | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| Sheri Welter Hauck | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Scott R Seyfarth | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Richard E Putnam | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Ray D Evans | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Paul Carttar | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Paul Bud Burke Jr | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Michael Davis | |||||||
| Sr VP, Member/Alumni Programs | 40.00 | 139310 | 0 | 25757 | X | ||
| Larry D Stoppel | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Kevin J Corbett | |||||||
| President & CEO | 40.00 | 262146 | 0 | 76362 | X | X | |
| Jennifer J Sanner | |||||||
| Secretary | 40.00 | 110954 | 0 | 24001 | X | ||
| Jeffrey P Briley | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Jeff L Wolfe | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Jeff Kennedy | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Jay Howard | |||||||
| Chairman | 1.00 | X | 0 | 0 | 0 | X | |
| James A Trower | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Howard E Cohen | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Henry C Menghini | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Dwight S Parman | |||||||
| Treasurer | 40.00 | 113057 | 0 | 30854 | X | ||
| Douglas C Miller | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Debbie L Nordling | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Curtis R McClinton | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Camille Bribiesca Platz | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Brenda M Vann | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Bradley G Korell | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Benedict T Palen | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 625467 | TotalReportableCompFromOrg |
| Total Other Compensation | 156974 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Intelligent Mark Solutions Inc | |||||
| 12712 2nd St | Grandview | MO | 64030 | Marketing/Mailhouse | 102799 |
| Allen Press Inc | |||||
| 810 E 10th St | Lawrence | KS | 66044 | Publication/printing | 183112 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Membership Dues | 991842 | MembershipDues |
| Fundraising Events | 308620 | FundraisingEvents |
| All Other Contributions | 2013759 | AllOtherContributions |
| Noncash Contributions | 103800 | NoncashContributions |
| Total Contributions | 3314221 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Business CodeBusinessCode | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| Travel Tour Commissions | 79493 | 79493 | ||
| Name Search | 20 | 511140 | 20 | |
| Membership Dues & Assessments | 133829 | 812900 | 133829 | |
| Aux. Event Revenue/Fees | 357724 | 812900 | 357724 | |
| Advertising | 101928 | 101928 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 672994 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 235837 | TotalRevenueColumn |
| Exclusion | $235,837 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1111948 | TotalRevenueColumn |
| Exclusion | $1,111,948 | ExclusionAmount |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 142442 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 308620 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 276169 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -133727 | TotalRevenueColumn |
| Exclusion | -$133,727 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 301219 | GrossSalesOfInventory |
| Cost Of Goods Sold | 98471 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 202748 | TotalRevenueColumn |
| Related Or Exempt Function Income | 154314 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 48434 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5404021 | TotalRevenueColumn |
| Related Or Exempt Function Income | 645887 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 229855 | UnrelatedBusinessRevenue |
| Exclusion | $1,214,058 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 781508 | Total |
| Program Services | 556098 | ProgramServices |
| Management And General | 106261 | ManagementAndGeneral |
| Fundraising | 119149 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1836767 | Total |
| Program Services | 1670876 | ProgramServices |
| Management And General | 73922 | ManagementAndGeneral |
| Fundraising | 91969 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156935 | Total |
| Program Services | 143646 | ProgramServices |
| Management And General | 6211 | ManagementAndGeneral |
| Fundraising | 7078 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162533 | Total |
| Program Services | 151811 | ProgramServices |
| Management And General | 7521 | ManagementAndGeneral |
| Fundraising | 3201 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165460 | Total |
| Program Services | 143872 | ProgramServices |
| Management And General | 9702 | ManagementAndGeneral |
| Fundraising | 11886 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4058 | Total |
| Program Services | 4058 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26217 | Total |
| Program Services | 20459 | ProgramServices |
| Management And General | 3696 | ManagementAndGeneral |
| Fundraising | 2062 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94992 | Total |
| Program Services | 84749 | ProgramServices |
| Management And General | 170 | ManagementAndGeneral |
| Fundraising | 10073 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65128 | Total |
| Program Services | 65128 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151549 | Total |
| Program Services | 136951 | ProgramServices |
| Management And General | 7499 | ManagementAndGeneral |
| Fundraising | 7099 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80350 | Total |
| Program Services | 39904 | ProgramServices |
| Management And General | 20226 | ManagementAndGeneral |
| Fundraising | 20220 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150395 | Total |
| Program Services | 72522 | ProgramServices |
| Management And General | 40535 | ManagementAndGeneral |
| Fundraising | 37338 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 237184 | Total |
| Program Services | 210800 | ProgramServices |
| Management And General | -646 | ManagementAndGeneral |
| Fundraising | 27030 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 863123 | Total |
| Program Services | 772840 | ProgramServices |
| Management And General | 28189 | ManagementAndGeneral |
| Fundraising | 62094 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4726 | Total |
| Program Services | 4726 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192292 | Total |
| Program Services | 168153 | ProgramServices |
| Management And General | 12076 | ManagementAndGeneral |
| Fundraising | 12063 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87158 | Total |
| Program Services | 85956 | ProgramServices |
| Management And General | 398 | ManagementAndGeneral |
| Fundraising | 804 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Printing and Publications | 363403 | 225742 | -4244 | 141905 |
| Postage and Shipping | 180169 | 102322 | -4967 | 82814 |
| Dues/Admissions | 69086 | 60675 | 8261 | 150 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5673033 | Total |
| Program Services | 4721288 | ProgramServices |
| Management And General | 314810 | ManagementAndGeneral |
| Fundraising | 636935 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 329535 | BOY |
| EOY | 391125 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71850 | BOY |
| EOY | 51315 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172494 | BOY |
| EOY | 146006 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6651355 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4535730 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2292340 | BOY |
| EOY | 2115625 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14536224 | BOY |
| EOY | 16916079 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17402443 | BOY |
| EOY | 19620152 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 589463 | BOY |
| EOY | 546775 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2983905 | BOY |
| EOY | 3151104 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3573368 | BOY |
| EOY | 3697879 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5227250 | BOY |
| EOY | 5680766 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68322 | BOY |
| EOY | 75067 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8533503 | BOY |
| EOY | 10166440 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13829075 | BOY |
| EOY | 15922273 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17402443 | BOY |
| EOY | 19620152 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -269012 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2362210 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3538195 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3161570 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3369294 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3338974 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3448050 | CurrentTaxYear |
| Total | 16856083 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3538195 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3161570 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3369294 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3338974 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3448050 | CurrentTaxYear |
| Total | 16856083 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 16856083 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1147032 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1523468 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1535236 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1547482 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1347785 | CurrentTaxYear |
| Total | 7101003 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 23957086 | TotalSupport |
| Gross Receipts From Admissions Etc | 4058941 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.70360 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.70230 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
| Volunteers | true | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | true | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $1,326 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $34,890 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 36216 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i | Identifier |
| Return Reference | Part II-B, Line 1i - Other Activities Description | ReturnReference |
| 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 1,285 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. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3635266 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 774647 | InvestmentEarningsOrLosses |
| Other Expenditures | 185667 | OtherExpenditures |
| End Of Year Balance | 4224246 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3389122 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 431807 | InvestmentEarningsOrLosses |
| Other Expenditures | 185663 | OtherExpenditures |
| End Of Year Balance | 3635266 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4653053 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1066234 | InvestmentEarningsOrLosses |
| Other Expenditures | 197697 | OtherExpenditures |
| End Of Year Balance | 3389122 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 345215 | OtherCostOrOtherBasis |
| Book Value | 345215 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4748623 | OtherCostOrOtherBasis |
| Depreciation | 3163899 | Depreciation |
| Book Value | 1584724 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 189892 | OtherCostOrOtherBasis |
| Depreciation | 103197 | Depreciation |
| Book Value | 86695 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1367625 | OtherCostOrOtherBasis |
| Depreciation | 1268634 | Depreciation |
| Book Value | 98991 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2115625 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 16916079 | TotalOfBookValueSecurities |
| Total Revenue | 5404021 | TotalRevenue |
| Total Expenses | 5673033 | TotalExpenses |
| Excess Or Deficit For Year | -269012 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 729275 | NetUnrealizedGLOnInvestments |
| Other | $1,632,935 | OtherAmount |
| Total Adjustments | 2362210 | TotalAdjustments |
| Excess Or Deficit Per FS | 2093198 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8037075 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2084370 | NetUnrealizedGainsInvestments |
| Other Revenues | 652484 | OtherRevenues |
| Revenue Not Rptd F990 | 2736854 | RevenueNotRptdF990 |
| Revenue Subtotal | 5300221 | RevenueSubtotal |
| Other Revenues Not Included | 103800 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 103800 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5404021 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5943875 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 374642 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 374642 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5569233 | ExpensesSubtotal |
| Other Expenses Not Included | 103800 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 103800 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5673033 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 XIII, Line 4b | Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Contributions: RCB/Roundup auction items $103800 |
| Part XIII, Line 2d | Part XIII, Line 2d: Other expenses and losses per audited F/S | Cost of sales-inventory and spec. events $374642 |
| 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 $103800 |
| Part XII, Line 2d | Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Increase in beneficial interest in endow $277842 Cost of sales-inventory and spec. events $374642 |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | Increase in beneficial interests @ KU Endowment $277842 Gain on beneficial interests @ KU Endowment $1355095 Unrealized loss on investments $0 Rounding $ -2 |
| 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. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Rock Chalk Ball | NameOfEvent1 |
| Gross Receipts Event1 | 341712 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 235154 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 106558 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 75183 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 17052 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 115137 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Jayhawk Roundup | NameOfEvent2 |
| Gross Receipts Event2 | 109350 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 73466 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 35884 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 8852 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 3750 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 56195 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 451062 | GrossReceiptsTotal |
| Charitable Contributions Total | 308620 | CharitableContributionsTotal |
| Gross Revenue Total Events | 142442 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 84035 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 20802 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 171332 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 276169 | DirectExpenseSummaryEvents |
| Net Income Summary | -133727 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|---|---|
| Michael Davis | |||||
| 134180 | 5130 | 13560 | 12197 | 165067 | 158998 |
| Kevin J Corbett | |||||
| 254127 | 8019 | 59500 | 16862 | 338508 | 323452 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 1a | Identifier |
| Return Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | ReturnReference |
| 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. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Sue Shields Watson | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Director | Relationship |
| Amount Of Transaction | 17318 | AmountOfTransaction |
| Description Of Transaction | See Schedule O | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Auction Items | Description |
| Number Of Contributions | 300 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 103800 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Retail cost | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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: Director of KU Alumni Associationd) Description of Transaction: Sue's husband Kurt is President of The IMA Financial Group, which receives fees for serving as the Alumni Association's insurance consultant and broker. | |
| 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 19 |
| 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 12c |
| Form 990, Part VI, Line 11: Form 990 Review Process | The Audit Committee and Chair of the Finance Committee 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. | Form 990, Part VI, Line 11 |
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