NORTH CAROLINA STATE UNIVERSITY ALUMNI ASSOCIATION: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
NORTH CAROLINA STATE UNIVERSITY ALUMNI ASSOCIATION (EIN 56-6035544)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-02-11
IRS object ID
201110429349300336
Schema version
2009v1.7
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-02-11T15:18:58-06:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMS OVERMAN PIERCE LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 31823AddressLine1
CityRALEIGHCity
StateNCState
ZIP Code276221823ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN566035544EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1NORTH CAROLINA STATE UNIVERSITY ALUMNIBusinessNameLine1
Business Name Line2ASSOCIATION INCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlNORTNameControl
Phone9195137149Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1NCSU BOX 7207AddressLine1
CityRALEIGHCity
StateNCState
ZIP Code27695ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTAYLOR JEFFREYSName
TitleAssT treasurerTitle
Phone9195137149Phone
Date Signed2011-02-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameGwen VassName
Phone9197823444Phone
Date Prepared2011-02-11DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonTAYLOR JEFFREYSNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1ncsu box 7207AddressLine1
CityraleighCity
StateNCState
ZIP Code27695ZIPCode
FieldValueIRS element (for citing)
Gross Receipts4904197GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitewww.alumni.ncsu.eduWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1952YearFormation
State Legal DomicileNCStateLegalDomicile
Activity Or Mission DescriptionTo promote alumni affairs and to promote awareness of NC state university in the communityActivityOrMissionDescription
Nbr Voting Members Governing Body27NbrVotingMembersGoverningBody
Nbr Independent Voting Members24NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers20TotalNbrVolunteers
Total Gross UBI89286TotalGrossUBI
Net Unrelated Business Txbl Income-98695NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year2670529ContributionsGrantsPriorYear
Contributions Grants Current Year2576159ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year-3219395InvestmentIncomePriorYear
Investment Income Current Year273623InvestmentIncomeCurrentYear
Other Revenue Prior Year1553159OtherRevenuePriorYear
Other Revenue Current Year1359812OtherRevenueCurrentYear
Total Revenue Prior Year1004293TotalRevenuePriorYear
Total Revenue Current Year4209594TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year575096GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY352323GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year992938SalariesEtcPriorYear
Salaries Etc Current Year887236SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year83755TotalFundrsngExpCurrentYear
Other Expense Prior Year3595033OtherExpensePriorYear
Other Expenses Current Year2919633OtherExpensesCurrentYear
Total Expenses Prior Year5163067TotalExpensesPriorYear
Total Expenses Current Year4159192TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-4158774RevenuesLessExpensesPriorYear
Revenues Less Expenses CY50402RevenuesLessExpensesCY
Total Assets BOY25190881TotalAssetsBOY
Total Assets EOY25976707TotalAssetsEOY
Total Liabilities BOY7368298TotalLiabilitiesBOY
Total Liabilities EOY6329152TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY17822583NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY19647555NetAssetsOrFundBalancesEOY
Mission DescriptionTo promote Alumni affairs and to promote awareness of NC state university in the communityMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense3886374Expense
Grants352323Grants
DescriptionNCSU Alumni Association publishes an alumni magazine, serves as an organizer for alumni functions, awards scholarships and promotes awareness of NCSU in the communityDescription
Total Program Service Expense3886374TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10964NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Nbr Voting Governing Body Members27NbrVotingGoverningBodyMembers
Number Independent Voting Members24NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Own WebsiteXOwnWebsite
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1TAYLOR JEFFREYSBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number9195137149TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1ncsu box 7207AddressLine1
CityraleighCity
StateNCState
ZIP Code27695ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (34 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
DENNIS HOWARD
PRESIDENT1.00XX000
JUDI GRAINGER
VICE PRESIDENT1.00XX000
ROBERT BARNHARDT
SECRETARY-TREASURER1.00XX000
A LYNN DANIEL
PAST PRESIDENT1.00X000
KEVIN HOWELL
EXECUTIVE DIRECTOR1.00XX016645919125
JAY DAWKINS
DIRECTOR1.00X000
JERRY J COLLIER
DIRECTOR1.00X000
PAMELA G JONES
DIRECTOR1.00X000
PERRY SAFRAN
DIRECTOR1.00X000
STEVE F WARREN
DIRECTOR1.00X000
RON BROWN
DIRECTOR1.00X000
EMORY PITTS
DIRECTOR1.00X000
NORRIS TOLSON
DIRECTOR1.00X000
GARY UPCHURCH
DIRECTOR1.00X000
GEORGE WORSLEY
DIRECTOR1.00X000
LARRY D BARBOUR
DIRECTOR1.00X000
R KELLY BARNHILL
DIRECTOR1.00X000
MARCUS BELVIN
DIRECTOR1.00X000
MARK FLEMING
DIRECTOR1.00X000
BILL HOBBS
DIRECTOR1.00X000
TRACY W KIMBRELL
DIRECTOR1.00X000
JIMMY D CLARK
DIRECTOR1.00X000
RICHARD CURTIS
DIRECTOR1.00X000
BRENDA K FLORY
DIRECTOR1.00X000
BOBBY PURCELL
DIRECTOR1.00X0338898184551
PAUL RIDGEWAY
DIRECTOR1.00X000
LALLA SIDBURY
DIRECTOR1.00X000
DAVID WHITE EX-OFFICIO
DIRECTOR1.00X000
NEVIN KESSLER EX-OFFICI
DIRECTOR1.00X028875021318
DANIEL GUNTER III
DIRECTOR1.00X000
EDDIE WATKINS
DIRECTOR1.00X000
TAYLOR JEFFREYS
ASST TREAS1.00X000
BETTY BYRUM
ASST TREAS1.00X000
BENNY SUGGS
ASST SECRETARY1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs794107TotalReportableCompFrmRltdOrgs
Total Other Compensation224994TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1progress printingBusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12677 waterlick rdAddressLine1
CitylynchburgCity
StateVAState
ZIP Code245024861ZIPCode
FieldValueIRS element (for citing)
Description Of Servicesprinting & bindingDescriptionOfServices
Compensation180170Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
Membership Dues609938MembershipDues
All Other Contributions1966221AllOtherContributions
Noncash Contributions155804NoncashContributions
Total Contributions2576159TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column92300TotalRevenueColumn
Exclusion$92,300ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column815170TotalRevenueColumn
Exclusion$815,170ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities875926Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities694603Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities181323Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column181323TotalRevenueColumn
Exclusion$181,323ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmountUnrelated Business RevenueUnrelatedBusinessRevenue
alumni & other program611710294141$294,141
nc state club611710106734$106,734
Advertising5418008928689286

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column54481TotalRevenueColumn
Exclusion$54,481ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue544642TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column4209594TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue89286UnrelatedBusinessRevenue
Exclusion$1,544,149ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total352323Total
Program Services352323ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total706903Total
Program Services706903ProgramServices

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total67275Total
Program Services67275ProgramServices

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total62377Total
Program Services62377ProgramServices

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total50681Total
Program Services50681ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total43679Total
Management And General43679ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total50055Total
Program Services50055ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total8635Total
Program Services8635ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total50712Total
Program Services46355ProgramServices
Fundraising4357Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total73042Total
Program Services63840ProgramServices
Fundraising9202Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total374670Total
Program Services374670ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total64397Total
Program Services40009ProgramServices
Fundraising24388Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Service Agreements16229441580320392753349
Printing2224902199162574
Investment Management F106109106109
Other Contract Services8184381843
Supplies76754712195535

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total144303Total
Program Services109953ProgramServices
Fundraising34350Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total4159192Total
Program Services3886374ProgramServices
Management And General189063ManagementAndGeneral
Fundraising83755Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY114108BOY
EOY121463EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1197911BOY
EOY393018EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY2918387BOY
EOY2512280EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY56035BOY
EOY32045EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis2330219LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1188942LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY1522421BOY
EOY1141277EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY18604878BOY
EOY21001236EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY777141BOY
EOY775388EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY25190881BOY
EOY25976707EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY54910BOY
EOY32861EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY6086442BOY
EOY5506130EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY450000BOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY776946BOY
EOY790161EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY7368298BOY
EOY6329152EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY2592627BOY
EOY2401257EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1186483BOY
EOY2910091EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY14043473BOY
EOY14336207EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY17822583BOY
EOY19647555EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY25190881BOY
EOY25976707EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College Support Org170b1 AivXCollegeSupportOrg170b1Aiv

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years5909889CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3434174CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years6303235CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2670529CurrentTaxYearMinus1Year
Current Tax Year2576159CurrentTaxYear
Total20893986Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years5909889CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3434174CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years6303235CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2670529CurrentTaxYearMinus1Year
Current Tax Year2576159CurrentTaxYear
Total20893986Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total581822AmountsSubstContributorsTotal
Public Support Total17020312164PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years337333CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years947594CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years616263CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year63680CurrentTaxYearMinus1Year
Current Tax Year92300CurrentTaxYear
Total2057170Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1292895CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1005847CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1379712CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1429496CurrentTaxYearMinus1Year
Current Tax Year1270526CurrentTaxYear
Total6378476Total
FieldValueIRS element (for citing)
Total Support29329632TotalSupport
Public Support Pertcentage1700.69250PublicSupportPertcentage170
Public Support Pertcent Prior Year0.62780PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance18604878BeginningOfYearBalance
Contributions847986Contributions
Investment Earnings Or Losses2384235InvestmentEarningsOrLosses
Other Expenditures835863OtherExpenditures
End Of Year Balance21001236EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance26706878BeginningOfYearBalance
Contributions217600Contributions
Investment Earnings Or Losses-6348391InvestmentEarningsOrLosses
Other Expenditures1971209OtherExpenditures
End Of Year Balance18604878EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.19000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.68000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.13000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis824183OtherCostOrOtherBasis
Depreciation510535Depreciation
Book Value313648BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1506036OtherCostOrOtherBasis
Depreciation678407Depreciation
Book Value827629BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings1141277TotalOfBookValueLandBuildings

Other Securities OtherSecurities (2 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
nc state investment fund, inc20045403F
bny mellon-trusts955833F
FieldValueIRS element (for citing)
Total Of Book Value Securities21001236TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
life income funds payable$702,810
Due to NC state$87,351
FieldValueIRS element (for citing)
Total Of Amounts790161TotalOfAmounts
Total Revenue4209594TotalRevenue
Total Expenses4159192TotalExpenses
Excess Or Deficit For Year50402ExcessOrDeficitForYear
Other$1,774,570OtherAmount
Total Adjustments1774570TotalAdjustments
Excess Or Deficit Per FS1824972ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt6071815TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments1956720NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities186000DonatedSrvcAndUseOfFacilities
Other Revenues13193OtherRevenues
Revenue Not Rptd F9902155913RevenueNotRptdF990
Revenue Subtotal3915902RevenueSubtotal
Investment Expenses Not Included106109InvestmentExpensesNotIncluded
Other Revenues Not Included187583OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt293692RevenueNotRptdOnFinStmt
Total Revenue Per Form9904209594TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt4239083TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities186000DonatedServicesUseOfFacilities
Expenses Not Rptd F990186000ExpensesNotRptdF990
Expenses Subtotal4053083ExpensesSubtotal
Investment Expenses Not Included2106109InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt106109ExpensesNotRptdOnFinStmt
Total Expenses Per Form9904159192TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierExplanationExplanation
Part XI, Line 8 - Other Adjustments:Unrealized depreciation in marketable securities: 1956720. Increase in cash surrender value of life insurance: 13193. Decrease in value of split interest agreement: -171728. decrease in value of charitable lead trust: -15855. transfers to nc state university: -7760.
Part XII, Line 2d - Other Adjustments:INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE: 13193.
Part XII, Line 4b - Other Adjustments:DECREASE IN VALUE OF SPLIT INTEREST: 171728. DECREASE IN VALUE OF CHARITABLE LEAD TRUST: 15855.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1north carolina state universityBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1ncsu box 7207AddressLine1
CityraleighCity
StateNCState
ZIP Code27695ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient566000756EINOfRecipient
IRC Section501(c)(3)IRCSection
Amount Of Cash Grant352323AmountOfCashGrant
Method Of Valuationbook valueMethodOfValuation
Description Of Non Cash Assistancen/aDescriptionOfNonCashAssistance
Purpose Of Grantscholarships, faculty support, departmental support and facility supportPurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants in the U.S.:Identifier
Return ReferencePart I, Line 2:ReturnReference
ExplanationSchedule I, Part I, Line 2: Grants represent reimbursement of scholarship expenses processed through the University's accounting systems, and are subject to University and State of North Carolina guidelines, in addition to any restrictions placed directly by donors.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
KEVIN HOWELL
0166459000001456504560018558400
BOBBY PURCELL
02359570583650445760156211028340052344900
NEVIN KESSLER EX-OFFICIO
0288750000001675804560031006800

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSupplemental InformationIdentifier
Return ReferencePart IIIReturnReference
ExplanationThe board members that are compensated receive compensation from NC State University, a 501(C)(3) organization related to North Carolina State University Alumni AssociationExplanation

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F990103327NoncashContribsRptdF990
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenues

Real Estate Residential RealEstateResidential

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99052477NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierMethod for Determining Number of Contributors:Identifier
Return ReferencePart I, Column (b):ReturnReference
ExplanationREAL ESTATE WAS GIFTED TO A FLIP CRUT OWNED BY NCSU FOUNDATION, A RELATED 501(C)(3) ORGANIZATION. NORTH CAROLINA STATE UNIVERSITY ALUMNI ASSOCIATION IS ONE OF THREE BENEFICIARIES OF THE CRUT.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section B, line 11Prior to the filing, the draft 990 is distributed to the Audit & Investment Committee of the Board for their review and acceptance. The Audit & Investment Committee then communicates the acceptance of the 990 to the full Board. Before the return is filed, an electronic copy of the 990 is made available to each Board member for review.
Form 990, Part VI, Section B, line 12cAt the beginning of each Board meeting, the President of the Board reads the following ethics policy: " As Chair of the Alumni Association, it is my responsibility to remind all members of the Committee of their duty under the State Government Ethics Act to avoid conflicts of interest and appearances of conflict of interest as required by this Act. Each member has received the agenda and related information for this meeting. If any member knows of any conflict of interest or appearance of conflict with respect to any matter coming before the Alumni Association at this meeting, the conflict or appearance of conflict should be identified at this time." If a conflict is identified, the member who has the conflict should recuse himself or herself from any discussion or consideration of the agenda item. Recusal means leaving the room and not participating in any discussion or consideration of the agenda item. The Board Chair should see that this occurs before any discussion of the item presenting the conflict or appearance of conflict takes place.
Form 990, Part VI, Section B, line 15THE BOARD OF DIRECTORS AND OFFICERS OF NORTH CAROLINA STATE UNIVERSITY ALUMNI ASSOCIATION THAT DO RECEIVE COMPENSATION ARE COMPENSATED BY NC STATE UNIVERSITY, A 501(C)(3) ORGANIZATION RELATED TO NORTH CAROLINA STATE UNIVERSITY ALUMNI ASSOCIATION. NC STATE UNIVERSITY SETS THE COMPENSATION OF THESE EMPLOYEES BY ACQUIRING COMPARABILITY DATA WHICH IS REVIEWED AND APPROVED BY INDEPENDENT PERSONS WITH CONTEMPORANEOUS SUBSTANTIATION OF THE DECISION.
Form 990, Part VI, Section C, line 19The 990 is listed on the website and available through guidestar. The audited financial statements are available on the website: http://www.fis.ncsu.edu/foundations_accounting/foundations/alumni.asp Any minutes are available upon request.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNA
nc state university foundation inc
ncsu box 7207raleighNC27695566049503support organization of nc state universityNC501(c)(3)170(b)(1)(a)(iv)N/A
nc state investment fund inc
ncsu box 7207raleighNC27695311607634invest funds of the nc state university and other related organizationsNC501(c)(3)509(a)(3)N/A
NC State University
Ncsu box 7207RaleighNC27695566000756EducationNC501(c)(3)170(b)(1)(a)(ii)N/A
NC State Alumni Club Inc
2450 Alumni DriveRaleighNC27606204145790Provides dining facility for NCSU Alumni and staffNC501(c)(7)N/A
NCSU Student Aid Association
PO Box 37100RaleighNC27627560650623Provides financial support for athletic scholarshipsNC501(c)(3)170(b)(1)(a)(iv)N/A
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org1LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
nc state investment fund inc
Q1317629
nc state investment fund inc
R687253
NC STATE UNIVERSITY
B352323
NC STATE UNIVERSITY
E67967

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