← UNIVERSITY OF KENTUCKY ALUMNI ASSOCIATION INC

Form 990 for tax year 2024

Filed by UNIVERSITY OF KENTUCKY ALUMNI ASSOCIATION INC.

Totals

Total revenue: $4,472,583
Total expenses: $3,952,434
Contributions and grants received: $2,143,587
Grants paid: $220,943
Program service revenue: $252,114
Investment income: $1,818,153
Other revenue: $258,729
Total assets, end of year: $32,555,091
Total liabilities, end of year: $424,474
Net assets or fund balances, end of year: $32,130,617
Program services expenses (Part IX): $3,086,884
Management and general expenses: $865,550
Fundraising expenses: $0
Program service expenses (Part III): $3,086,884

Program services were 78.1% 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.

1a · Federated campaigns

$0
1b · Membership dues

$250,913
1c · Fundraising events

$0
1d · Related organizations

$1,842,334
1e · Government grants (contributions)

$0
1f · All other contributions, gifts and grants

$50,340
1g · Noncash contributions included above

$479,119
2a · Program service revenue: Advertising and related services

total $67,275 · related or exempt $0 · unrelated business $67,275 · excluded $0
2b · Program service revenue: Accomodation

total $72,624 · related or exempt $0 · unrelated business $72,624 · excluded $0
2c · Program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
2d · Program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
2e · Program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
2f · All other program service revenue

total $112,215 · related or exempt $112,215 · unrelated business $0 · excluded $0
3 · Investment income

total $672,172 · related or exempt $0 · unrelated business $0 · excluded $672,172
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $200,995 · related or exempt $0 · unrelated business $0 · excluded $200,995
6a · Gross rents

real property $0 · personal property $0
6b · Less rental expenses

real property $0 · personal property $0
6c · Rental income or loss

real property $0 · personal property $0
6d · Net rental income or loss

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
7a · Gross sales of assets other than inventory

securities $6,119,296 · other assets $0
7b · Less cost or other basis and sales expenses

securities $4,973,315 · other assets $0
7c · Gain or loss

securities $1,145,981 · other assets $0
7d · Net gain or loss

total $1,145,981 · related or exempt $0 · unrelated business $0 · excluded $1,145,981
8a · Fundraising events: gross income

$21,782
8a · Fundraising events: contributions included on line 1c

$0
8b · Fundraising events: direct expenses

$2,911
8c · Net income from fundraising events

total $18,871 · unrelated business $0 · excluded $18,871
9a · Gaming: gross income

$0
9b · Gaming: direct expenses

$0
9c · Net income from gaming

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
10a · Gross sales of inventory

$551,422
10b · Cost of goods sold

$512,559
10c · Net income from sales of inventory

total $38,863 · related or exempt $38,863 · unrelated business $0 · excluded $0
11a · Other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11b · Other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11c · Other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $149,285 · program services $149,285
2 · Grants to domestic individuals

total $71,658 · program services $71,658
3 · Grants to foreign organizations and individuals

total $0 · program services $0
4 · Benefits paid to or for members

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

total $0 · program services $0 · management and general $0 · fundraising $0
6 · Compensation of disqualified persons

total $0 · program services $0 · management and general $0 · fundraising $0
7 · Other salaries and wages

total $0 · program services $0 · management and general $0 · fundraising $0
8 · Pension plan contributions

total $0 · program services $0 · management and general $0 · fundraising $0
9 · Other employee benefits

total $0 · program services $0 · management and general $0 · fundraising $0
10 · Payroll taxes

total $0 · program services $0 · management and general $0 · fundraising $0
11a · Fees: management

total $0 · program services $0 · management and general $0 · fundraising $0
11b · Fees: legal

total $0 · program services $0 · management and general $0 · fundraising $0
11c · Fees: accounting

total $13,887 · program services $0 · management and general $13,887 · fundraising $0
11d · Fees: lobbying

total $0 · program services $0 · management and general $0 · fundraising $0
11e · Fees: professional fundraising services

total $0 · fundraising $0
11f · Fees: investment management

total $137,374 · program services $0 · management and general $137,374 · fundraising $0
11g · Fees: other

total $0 · program services $0 · management and general $0 · fundraising $0
12 · Advertising and promotion

total $0 · program services $0 · management and general $0 · fundraising $0
13 · Office expenses

total $1,334,000 · program services $1,303,586 · management and general $30,414 · fundraising $0
14 · Information technology

total $34,324 · program services $34,324 · management and general $0 · fundraising $0
15 · Royalties

total $5,900 · program services $5,900 · management and general $0 · fundraising $0
16 · Occupancy

total $0 · program services $0 · management and general $0 · fundraising $0
17 · Travel

total $48,237 · program services $30,084 · management and general $18,153 · fundraising $0
18 · Travel or entertainment for public officials

total $0 · program services $0 · management and general $0 · fundraising $0
19 · Conferences, conventions and meetings

total $0 · program services $0 · management and general $0 · fundraising $0
20 · Interest

total $0 · program services $0 · management and general $0 · fundraising $0
21 · Payments to affiliates

total $0 · program services $0 · management and general $0 · fundraising $0
22 · Depreciation, depletion and amortization

total $6,831 · program services $0 · management and general $6,831 · fundraising $0
23 · Insurance

total $17,612 · program services $0 · management and general $17,612 · fundraising $0
24a · Other expenses: Salary, Benefits, and Tax Reimbursement

total $2,133,326 · program services $1,492,047 · management and general $641,279 · fundraising $0
24b · Other expenses

total $0 · program services $0 · management and general $0 · fundraising $0
24c · Other expenses

total $0 · program services $0 · management and general $0 · fundraising $0
24d · Other expenses

total $0 · program services $0 · management and general $0 · fundraising $0
24e · All other expenses

total $0 · program services $0 · management and general $0 · fundraising $0
26 · Joint costs (an allocation of the lines above)

total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $119,902 · end of year $224,863
2 · Savings and temporary cash investments

beginning of year $48,290 · end of year $49,063
3 · Pledges and grants receivable

beginning of year $0 · end of year $0
4 · Accounts receivable

beginning of year $404,432 · end of year $309,572
5 · Loans and receivables from officers and key people

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

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

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

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

beginning of year $79,242 · end of year $168,433
10a · Land, buildings and equipment: cost or other basis

$571,918
10b · Land, buildings and equipment: accumulated depreciation

$503,965
10c · Land, buildings and equipment, net

beginning of year $4,043 · end of year $67,953
11 · Investments: publicly traded securities

beginning of year $28,290,372 · end of year $31,735,207
12 · Investments: other securities

beginning of year $0 · end of year $0
13 · Investments: program-related

beginning of year $0 · end of year $0
14 · Intangible assets

beginning of year $0 · end of year $0
15 · Other assets

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

beginning of year $104,815 · end of year $362,060
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $93,621 · end of year $62,414
20 · Tax-exempt bond liabilities

beginning of year $0 · end of year $0
21 · Escrow or custodial account liability

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $0 · end of year $0
24 · Unsecured notes and loans payable

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $0 · end of year $0
27 · Net assets without donor restrictions

beginning of year $28,706,070 · end of year $32,085,508
28 · Net assets with donor restrictions

beginning of year $41,775 · end of year $45,109

Mission and programs · 2024

Mission

The University of Kentucky fosters lifelong engagement among friends and the Association supports the mission and goals of the University of Kentucky.

Activities or mission (Part I)

The University of Kentucky Alumni Association engages connects serves and celebrates alumni and friends of the University of Kentucky.

Membership: Members pay dues and receive membership in our organization. These memberships allow members to receive our Kentucky Alumni magazine participate in alumni social events have access to the purchase of athletic tickets and have access to our online web site which helps connect alumni from all over the world. Members also receive discounts on products.

Expenses $317,468 · Revenue $499,857
Communications: We communicate with our members in two ways. First we have an alumni magazine which is published quarterly and sent to members free of charge. Second we operate an online web-site where members can also see the magazine sign up for events locate other alumni and purchase UK clothing gifts and tickets.

Expenses $826,119 · Revenue $67,275
Programs: Our programs include supplies for local chapter events fee document preparation mailing services for club events help with scholarship solicitations by clubs events for clubs student recruitment and career services for alumni. We have a program for children of alumni members where we send these children UK gifts for their birthdays. We also award scholarships help plan homecoming and various other activities for members.

Expenses $1,943,297 · Revenue $706,493
Royalty and sponsorship income. The Association receives royalties from the sales of partners and sponsorships associated with contracts

Revenue $200,995

As filed on the 2024 return.

Listed in Part VII

Jillianne H Smith

Executive Director

Total calculated

$235,766

From this org

$0

From related orgs

$197,544

Other

$38,222

Hours/week

40

Schedule J breakdown matched by us

Base

$0 + $196,719 related

Bonus

$0

Other

$0 + $825 related

Deferred

$0 + $20,412 related

Nontaxable benefits

$0 + $17,810 related

Filer's total

$0 + $235,766 related
Robert L Crady III

President

Total calculated

$0

Hours/week

1
Thomas K Mathews

President Elect

Total calculated

$0

Hours/week

1
Janie McKenzie-Wells

Board Member

Total calculated

$0

Hours/week

1
Jeffrey L Ashley

Board Member

Total calculated

$0

Hours/week

1
Richard A Bean

Board Member

Total calculated

$0

Hours/week

1
Erin Burkett

Board Member

Total calculated

$0

Hours/week

1
Michael A Burleson

Board Member

Total calculated

$0

Hours/week

1
Michelle Bishop Allen

Board Member

Total calculated

$0

Hours/week

1
Christopher J Crumrine

Board Member

Total calculated

$0

Hours/week

1
James F Gilles III

Board Member

Total calculated

$0

Hours/week

1
Shiela D Corley

Board Member

Total calculated

$0

Hours/week

1
Michael L Hawks

Board Member

Total calculated

$0

Hours/week

1
Bruce K Davis

Board Member

Total calculated

$0

Hours/week

1
Scott E Davis

Board Member

Total calculated

$0

Hours/week

1
Ruth Cecelia Day

Board Member

Total calculated

$0

Hours/week

1
Marianne Smith Edge

Board Member

Total calculated

$0

Hours/week

1
Franklin H Farris Jr

Board Member

Total calculated

$0

Hours/week

1
William G Francis

Board Member

Total calculated

$0

Hours/week

1
W P Friedrich

Board Member

Total calculated

$0

Hours/week

1
Dan Gipson

Board Member

Total calculated

$0

Hours/week

1
Brenda B Gosney

Board Member

Total calculated

$0

Hours/week

1
Cammie D Grant

Board Member

Total calculated

$0

Hours/week

1
Emily C Henderson

Board Member

Total calculated

$0

Hours/week

1
John R Guthrie

Board Member

Total calculated

$0

Hours/week

1
Anthony G Hester

Board Member

Total calculated

$0

Hours/week

1
Kelly Sullivan Holland

Treasurer

Total calculated

$0

Hours/week

1
Jay T Hornback

Board Member

Total calculated

$0

Hours/week

1
Michael H Huang

Board Member

Total calculated

$0

Hours/week

1
Antoine Huffman

Board Member

Total calculated

$0

Hours/week

1
Jake Lemon

Board Member

Total calculated

$698,400

From this org

$0

From related orgs

$613,794

Other

$84,606

Hours/week

1

Schedule J breakdown matched by us

Base

$0 + $602,632 related

Bonus

$0

Other

$0 + $11,162 related

Deferred

$0 + $61,050 related

Nontaxable benefits

$0 + $23,556 related

Filer's total

$0 + $698,400 related
Erin Carr Logan

Board Member

Total calculated

$0

Hours/week

1
Scott P Mason

Board Member

Total calculated

$0

Hours/week

1
Diane M Massie

Board Member

Total calculated

$0

Hours/week

1
Michelle McDonald

Board Member

Total calculated

$0

Hours/week

1
Robert E Miller

Board Member

Total calculated

$0

Hours/week

1
Sylvester D Miller II

Board Member

Total calculated

$0

Hours/week

1
Susan V Mustian

Board Member

Total calculated

$0

Hours/week

1
Hannah M Myers

Board Member

Total calculated

$0

Hours/week

1
John C Nichols II

Board Member

Total calculated

$0

Hours/week

1
George A Ochs IV

Board Member

Total calculated

$0

Hours/week

1
Tonya B Parsons

Board Member

Total calculated

$0

Hours/week

1
Sandy Bugie Patterson

Board Member

Total calculated

$0

Hours/week

1
Quintissa S Peake

Board Member

Total calculated

$0

Hours/week

1
Taunya A Phillips

Board Member

Total calculated

$0

Hours/week

1
Robert F Pickard

Board Member

Total calculated

$0

Hours/week

1
Chad D Polk

Board Member

Total calculated

$0

Hours/week

1
Paula L Pope

Board Member

Total calculated

$0

Hours/week

1
David B Ratterman

Board Member

Total calculated

$0

Hours/week

1
G David Ravencraft

Board Member

Total calculated

$0

Hours/week

1
Ronald Sampson

Board Member

Total calculated

$0

Hours/week

1
William Schuetze

Board Member

Total calculated

$0

Hours/week

1
Mary L Shelman

Board Member

Total calculated

$0

Hours/week

1
David L Shelton

Board Member

Total calculated

$0

Hours/week

1
Fritz Skeen

Board Member

Total calculated

$0

Hours/week

1
J Tim Skinner

Board Member

Total calculated

$0

Hours/week

1
Robin Simpson Smith

Board Member

Total calculated

$0

Hours/week

1
James W Stuckert

Board Member

Total calculated

$0

Hours/week

1
Hank B Thompson Jr

Board Member

Total calculated

$0

Hours/week

1
Jonell T Tobin

Board Member

Total calculated

$0

Hours/week

1
Quentin R Tyler

Board Member

Total calculated

$0

Hours/week

1
Blake Broadbent Willoughby

Board Member

Total calculated

$0

Hours/week

1
Allen O Wilson

Board Member

Total calculated

$0

Hours/week

1
Elaine A Wilson

Board Member

Total calculated

$0

Hours/week

1
Richard M Womack

Board Member

Total calculated

$0

Hours/week

1
Dominique R Wright

Board Member

Total calculated

$0

Hours/week

1
Stephanie D Wurth

Board Member

Total calculated

$0

Hours/week

1
Mark Andrew Ison

Board Member

Total calculated

$0

Hours/week

1
Lee A Jackson

Board Member

Total calculated

$0

Hours/week

1
Frank Kendrick

Board Member

Total calculated

$0

Hours/week

1
Beatty London

Board Member

Total calculated

$0

Hours/week

1
Nicole M Segneri

Board Member

Total calculated

$0

Hours/week

1
Sarah W Smith

Board Member

Total calculated

$0

Hours/week

1
Anthony Thornton

Board Member

Total calculated

$0

Hours/week

1

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

None.

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

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

University of Kentucky

$149,285

Donation & sponsorships
University of Kentucky

$26,753

Scholarships
University of Kentucky

$18,871

Gifts to Endowment Fund

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

University of Kentucky

Higher Education · KY

Provenance

Return type: form_990
Tax year: 2024
Filed: 14 May 2026
IRS schema version: 2024v5.1
Source object: 202601349349308285

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

The source document this was parsed from is served over the API, which is where bulk and document access live.