2012-11-15T08:05:20-08:00 2012-06-30 Mize Houser & Company PA 534 S KANSAS AVE 400 TOPEKA KS 666033454 990 2011-07-01 480291250 The Kansas University Alumni Association dba KU Alumni Association KANS 7858644760 1266 Oread Avenue Lawrence KS 66045 Dwight S Parman 2012-11-15 James W Hilbert 7852330536 2011 2016-02-24 21:20:13Z Jeffrey P Briley 1266 Oread Avenue Lawrence KS 66045 5859494 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. 23 23 71 1850 165222 -92108 3314221 3317451 672994 684851 235837 237843 1180969 1241022 5404021 5481167 0 0 3103203 3267933 0 679965 2569830 2544792 5673033 5812725 -269012 -331558 19620152 19249450 3697879 3886587 15922273 15362863 The KU Alumni Association exists to strengthen the University of Kansas by informing, engaging, and mobilizing the KU community. false false 3509787 1840358 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 500 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 36 programs throughout the state. Nearly 118,000 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. 747633 85515 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 1,000 annually) broadcast emails and announcements reaching 130,000 members and other KU friends on behalf of the Alumni Association and various University constituencies. Social media activities reach and engage more than 10,000 constituents on-line. 559329 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 213,000 degree-holders and in excess of 687,000 University alumni and friends. 4816749 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 54 0 true 71 true true true false false false false false false true true false 0 false false false false false false false false false false false X 23 23 false false false false false false false true true false true true false true true true true true true false false false X Dwight Parman Treasurer 7858644760 1266 Oread Ave Lawrence KS Lawrence KS 660453169 Larry D Stoppel 1.00 X 0 0 0 Debbie L Nordling 1.00 X 0 0 0 James A Trower 1.00 X 0 0 0 Douglas C Miller 1.00 X 0 0 0 Jeff L Wolfe 1.00 X 0 0 0 Richard E Putnam 1.00 X 0 0 0 Brenda M Vann 1.00 X 0 0 0 Lori Piening 1.00 X 0 0 0 Shelle Hook McCoy 1.00 X 0 0 0 Scott R Seyfarth 1.00 X 0 0 0 Camille Bribiesca Platz 1.00 X 0 0 0 Henry C Menghini 1.00 X 0 0 0 John Jeter 1.00 X 0 0 0 Paul Carttar 1.00 X 0 0 0 James Bredfeldt 1.00 X 0 0 0 Jeff Kennedy 1.00 X 0 0 0 The Hon Karen M Humphreys 1.00 X 0 0 0 Jay Howard 1.00 X 0 0 0 Sheri Welter Hauck 1.00 X 0 0 0 Ray D Evans 1.00 X 0 0 0 Mark Randall 1.00 X 0 0 0 Paul Bud Burke Jr 1.00 X 0 0 0 Jeffrey P Briley 1.00 X X 0 0 0 Dwight S Parman 40.00 X 117154 0 32080 Jennifer J Sanner 40.00 X 109076 0 27305 Kevin J Corbett 40.00 X 262227 0 77300 Michael Davis 40.00 X 141504 0 27192 629961 163877 4 false true false Allen Press Inc 810 E 10th St Lawrence KS 66044 Publication/printing 141838 1 971896 318512 2027043 82556 3317451 Travel Tour Commissions 59758 59758 Membership Dues & Assessments 812900 153757 153757 Aux. Event Revenue/Fees 812900 385821 385821 Advertising 85515 85515 684851 237843 237843 0 1140210 1140210 0 0 121183 318512 251389 -130206 -130206 0 357956 126938 231018 211069 19949 0 5481167 750647 165222 1247847 0 0 0 0 812132 580349 107398 124385 0 1949162 1747816 74175 127171 158790 149953 5430 3407 171744 159457 8053 4234 176105 150847 10170 15088 0 1312 1122 190 25915 35551 -13629 3993 0 0 0 108334 95059 2360 10915 106634 105191 1443 155391 133210 12340 9841 76750 39132 18955 18663 0 176697 89318 44741 42638 262562 242528 1327 18707 0 834827 720424 37363 77040 0 550 550 158433 138696 9949 9788 88591 87440 376 775 Printing and Publications 313926 179919 -7898 141905 Postage and Shipping 162024 92304 504 69216 Dues/Admissions 72846 67883 4397 566 0 5812725 4816749 316011 679965 2 0 391125 180588 0 51315 72406 0 0 0 0 146006 142811 6674347 4644246 2115625 2030101 0 16916079 16823544 0 0 0 19620152 19249450 546775 524739 3151104 3361848 3697879 3886587 X 5680766 4897358 75067 74589 10166440 10390916 15922273 15362863 19620152 19249450 X -331558 -227852 X false true true X false false X 3161570 3369294 3338974 3448050 3471208 16789096 0 0 3161570 3369294 3338974 3448050 3471208 16789096 0 16789096 1523468 1535236 1547482 1347785 1378053 7332024 0 0 24121120 4088491 0.69600 0.70380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false true true false true 6360 false false true 1666 false true 29520 37546 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 nearly 1,400 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. 4224246 -177974 185672 3860600 3635266 774647 185667 4224246 3389122 431807 185663 3635266 1.00000 true false false 345215 345215 4748623 3287189 1461434 204242 114130 90112 1376267 1242927 133340 2030101 16823544 5481167 5812725 -331558 -452328 224476 -227852 -559410 5549086 -1319236 1469711 150475 5398611 82556 82556 5481167 6108496 378327 378327 5730169 82556 82556 5812725 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 $82556 Part XIII, Line 2d Part XIII, Line 2d: Other expenses and losses per audited F/S Cost of sales-inventory and spec. events $378327 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 $82556 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 $1091384 Cost of sales-inventory and spec. events $378327 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances Increase in beneficial interests @ KU Endowment $1091384 Gain on beneficial interests @ KU Endowment $0 Rounding $ -0 Loss on beneficial interests @ KU Endowment $ -866908 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 345456 256053 89403 73140 18446 106276 Jayhawk Roundup 94239 62459 31780 12936 40591 439695 318512 121183 86076 18446 146867 251389 -130206 X X true true X X false true false false false false false false false false Michael Davis 141504 14309 12883 168696 Kevin J Corbett 254933 7294 59500 17800 339527 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 17211 See Schedule O false Auction items 282 82556 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 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 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 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 11 Form 990, Part VI, Line 11: 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.