Form 990 for tax year 2022

Filed by KANSAS UNIVERSITY ALUMNI ASSOCIATION.

Totals

Total revenue: $7,228,736
Total expenses: $6,448,567
Contributions and grants received: $5,566,276
Grants paid: $0
Program service revenue: $1,051,257
Investment income: $377,552
Other revenue: $233,651
Total assets, end of year: $62,687,219
Total liabilities, end of year: $4,927,273
Net assets or fund balances, end of year: $57,759,946
Program services expenses (Part IX): $5,063,491
Management and general expenses: $319,809
Fundraising expenses: $1,065,267
Program service expenses (Part III): $5,063,491

Program services were 78.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1b · Membership dues

$699,729
1c · Fundraising events

$488,322
1f · All other contributions, gifts and grants

$4,378,225
1g · Noncash contributions included above

$724,704
2a · Program service revenue: Aux. Event Revenue/Fees

total $178,300 · related or exempt $178,300
2b · Program service revenue: JWC operating subsidy

total $200,073 · related or exempt $200,073
2c · Program service revenue: Periodical Advertising

total $166,227 · unrelated business $166,227
2d · Program service revenue: QualifiedCorp sponsorship

total $308,296 · related or exempt $308,296
2e · Program service revenue: Travel Tour Commissions

total $151,180 · unrelated business $151,180
2f · All other program service revenue

total $47,181 · unrelated business $47,181
3 · Investment income

total $377,552 · excluded $377,552
4 · Income from investment of tax-exempt bond proceeds

total $0
5 · Royalties

total $481,272 · excluded $481,272
6d · Net rental income or loss

total $0
7d · Net gain or loss

total $0
8a · Fundraising events: gross income

$80,252
8a · Fundraising events: contributions included on line 1c

$488,322
8b · Fundraising events: direct expenses

$413,143
8c · Net income from fundraising events

total -$332,891 · excluded -$332,891
9c · Net income from gaming

total $0
10a · Gross sales of inventory

$208,811
10b · Cost of goods sold

$123,541
10c · Net income from sales of inventory

total $85,270 · related or exempt $55,014 · unrelated business $30,256
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $0
2 · Grants to domestic individuals

total $0
3 · Grants to foreign organizations and individuals

total $0
4 · Benefits paid to or for members

total $0
5 · Compensation of officers, directors and key employees

total $918,073 · program services $705,700 · management and general $96,358 · fundraising $116,015
6 · Compensation of disqualified persons

total $0
7 · Other salaries and wages

total $2,408,703 · program services $2,021,891 · management and general $34,666 · fundraising $352,146
8 · Pension plan contributions

total $101,496 · program services $88,294 · management and general $2,899 · fundraising $10,303
9 · Other employee benefits

total $191,163 · program services $160,340 · management and general $5,435 · fundraising $25,388
10 · Payroll taxes

total $234,094 · program services $190,485 · management and general $10,718 · fundraising $32,891
11a · Fees: management

total $0
11b · Fees: legal

total $1,505 · program services $1,295 · management and general $210
11c · Fees: accounting

total $70,060 · program services -$51,060 · management and general $60,384 · fundraising $60,736
11d · Fees: lobbying

total $0
11e · Fees: professional fundraising services

total $0
11f · Fees: investment management

total $0
11g · Fees: other

total $238,654 · program services $236,354 · management and general -$26,200 · fundraising $28,500
12 · Advertising and promotion

total $4,862 · program services $3,859 · fundraising $1,003
13 · Office expenses

total $221,097 · program services $135,782 · management and general $9,886 · fundraising $75,429
14 · Information technology

total $137,026 · program services $58,671 · management and general $27,910 · fundraising $50,445
15 · Royalties

total $0
16 · Occupancy

total $193,215 · program services $98,687 · management and general $34,559 · fundraising $59,969
17 · Travel

total $102,673 · program services $71,537 · management and general $2,995 · fundraising $28,141
18 · Travel or entertainment for public officials

total $0
19 · Conferences, conventions and meetings

total $400,024 · program services $289,495 · management and general $30,797 · fundraising $79,732
20 · Interest

total $0
21 · Payments to affiliates

total $42,000 · program services $42,000
22 · Depreciation, depletion and amortization

total $647,415 · program services $632,110 · management and general $4,658 · fundraising $10,647
23 · Insurance

total $115,729 · program services $118,183 · management and general $165 · fundraising -$2,619
24a · Other expenses: Postage and Shipping

total $155,814 · program services $63,638 · management and general $1,964 · fundraising $90,212
24b · Other expenses: Printing and Publications

total $150,212 · program services $114,617 · management and general -$15 · fundraising $35,610
24c · Other expenses: Dues/Admissions

total $114,752 · program services $81,613 · management and general $22,420 · fundraising $10,719
24e · All other expenses

total $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

end of year $0
2 · Savings and temporary cash investments

beginning of year $486,093 · end of year $240,893
3 · Pledges and grants receivable

end of year $0
4 · Accounts receivable

beginning of year $191,340 · end of year $408,523
5 · Loans and receivables from officers and key people

end of year $0
6 · Loans and receivables from disqualified persons

end of year $0
7 · Other notes and loans receivable

end of year $0
8 · Inventories for sale or use

end of year $0
9 · Prepaid expenses and deferred charges

beginning of year $86,182 · end of year $113,644
10a · Land, buildings and equipment: cost or other basis

$33,571,192
10b · Land, buildings and equipment: accumulated depreciation

$3,688,157
10c · Land, buildings and equipment, net

beginning of year $12,987,054 · end of year $29,883,035
11 · Investments: publicly traded securities

end of year $0
12 · Investments: other securities

beginning of year $45,122,660 · end of year $32,041,124
13 · Investments: program-related

end of year $0
14 · Intangible assets

end of year $0
15 · Other assets

end of year $0
17 · Accounts payable and accrued expenses

beginning of year $595,166 · end of year $815,650
19 · Deferred revenue

beginning of year $1,208,278 · end of year $1,229,312
25 · Other liabilities

end of year $2,882,311
27 · Net assets without donor restrictions

beginning of year $21,954,679 · end of year $38,570,419
28 · Net assets with donor restrictions

beginning of year $35,115,206 · end of year $19,189,527

Mission and programs · 2022

Mission

We build lifelong relationships that strengthen the University of Kansas and the legacy of excellence embodied by its students, alumni, faculty, staff and friends.

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) Networks - 126 domestic, international, and affinity-based networks held events focused on University issues, including campus news, student recruitment, membership advancement, legislative advocacy, and community service. Academic programs served the University through a variety of meetings, events, and newsletters tailored to the needs of individual schools and keeping alumni informed regarding their areas of academic interest. Programmatic offerings for alumni and University friends include in person and virtual events; 2) Adams Alumni Center - Provided banquet and meeting services for University, traditional Association events, and members; 3) Jayhawk Welcome Center (JWC)- An addition to the Adams Alumni Center in spring 2023, the JWC serves as the starting point for campus visits by prospective students and their families, and additionally includes creation of experiences emphasizing both storytelling and spaces for collaboration and celebration for alumni and guests of all ages. The JWC is expected to annually host 150,000-200,000 guests; 4) Support of intercollegiate athletics - Encouraged and promoted gatherings of alumni and interested persons to support the University athletics programs; 5)Student Alumni Network Programs - Provided opportunities for students to interact with KU alumni, access to a network of mentors, and to learn KU traditions; and 6) Jayhawk Career Network - featuring the digital KU mentoring platform uniting career services across the KU campus with nearly 13,000 users, including 3,900 students and 27,000 messages since fall 2018.

Expenses $3,653,074 · Revenue $932,958
Publications and communications - Providing coverage of news and issues that affect the University through publication and delivery of the award-winning, quarterly Kansas Alumni magazine to over 37,000 Alumni Association members; production of regular (over 1,800 annually) broadcast emails and announcements reaching over 197,000 members and other KU friends on behalf of the Alumni Association and various University constituencies. Social media and on-line activities reach and engage more than 65,000 followers, 62,000 mobile Alumni app sessions, and nearly 500,000 website visits.

Expenses $841,260 · Revenue $213,408
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 268,000 degree-holders and in excess of 488,000 University alumni and friends.

Expenses $569,157

As filed on the 2022 return.

Listed in Part VII

Heath Peterson

President & CEO

Total calculated

$254,229

From this org

$227,672

From related orgs

$0

Other

$26,557

Hours/week

40

Schedule J breakdown matched by us

Base

$207,601

Bonus

$20,071

Other

not reported

Deferred

$10,190

Nontaxable benefits

$16,367

Filer's total

$254,229
Dwight S Parman

Treasurer/Sr VP

Total calculated

$194,426

From this org

$167,481

From related orgs

$0

Other

$26,945

Hours/week

40

Schedule J breakdown matched by us

Base

$157,296

Bonus

$10,185

Other

not reported

Deferred

$8,109

Nontaxable benefits

$18,836

Filer's total

$194,426
Jennifer J Sanner

Secretary/Sr VP

Total calculated

$166,995

From this org

$144,651

From related orgs

$0

Other

$22,344

Hours/week

40

Schedule J breakdown matched by us

Base

$140,210

Bonus

$4,441

Other

not reported

Deferred

$7,249

Nontaxable benefits

$15,095

Filer's total

$166,995
Kristi Lacle

SVP Ops/Programs

Total calculated

$147,237

From this org

$140,745

From related orgs

$0

Other

$6,492

Hours/week

40
Angela Riffey Storey

SVP Donor Relation

Total calculated

$145,002

From this org

$133,321

From related orgs

$0

Other

$11,681

Hours/week

40
Teri Harris

SVP Rev Dev

Total calculated

$126,425

From this org

$111,740

From related orgs

$0

Other

$14,685

Hours/week

40
Jodi Nachtigal

Controller

Total calculated

$108,815

From this org

$101,052

From related orgs

$0

Other

$7,763

Hours/week

40
Clint Rogers '25

Director

Total calculated

$0

Hours/week

1
Monique Garcia '28

Director

Total calculated

$0

Hours/week

0
Tamara Huff Johnson '27

Director

Total calculated

$0

Hours/week

1
Julie Andrews '25

Director

Total calculated

$0

Hours/week

1
Brenda Dicus '24

Director

Total calculated

$0

Hours/week

1
Jonathan Ng '27

Director

Total calculated

$0

Hours/week

1
David Hoese '24

Director

Total calculated

$0

Hours/week

1
Ryan Pfeiffer '26

Director

Total calculated

$0

Hours/week

1
Bobb Meckenstock '26

Director

Total calculated

$0

Hours/week

1
Marlon Marshall '28

Director

Total calculated

$0

Hours/week

0
Sasha Boulware '24

Director

Total calculated

$0

Hours/week

1
Michael Happe

Chairman

Total calculated

$0

Hours/week

1
Taylor Burch

Chair-Elect

Total calculated

$0

Hours/week

1
Joy Maxwell '28

Director

Total calculated

$0

Hours/week

0
Jessica Nelson Palm '26

Director

Total calculated

$0

Hours/week

1
Becky Sloan '26

Director

Total calculated

$0

Hours/week

1
Joseph Courtright '25

Director

Total calculated

$0

Hours/week

1
Keturah Harding Pohl

Past Chair

Total calculated

$0

Hours/week

1
Allen Fee '25

Director

Total calculated

$0

Hours/week

1
Jackie Hall '25

Director

Total calculated

$0

Hours/week

1
Eric Edell '23

Director

Total calculated

$0

Hours/week

1
Peter Johnston '24

Director

Total calculated

$0

Hours/week

1
Jodi Sellers '25

Director

Total calculated

$0

Hours/week

1
David Ochoa '28

Director

Total calculated

$0

Hours/week

0
Lisa Evans Tuchtan '26

Director

Total calculated

$0

Hours/week

1
Lisa Stump '28

Director

Total calculated

$0

Hours/week

0
Paul Wise '28

Director

Total calculated

$0

Hours/week

0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

1a · Travel for companions
1a · Health or social club dues or initiation fees
1b · Written policy on the line-1a expenses
2 · Substantiation required before reimbursing expenses
3 · Compensation committee
3 · Compensation survey or study

Answered no

4a · Severance or change-of-control payment
4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2022
Filed: 29 January 2024
IRS schema version: 2022v5.0
Source object: 202440459349302654

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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