Form 990 for tax year 2023
Filed by KANSAS UNIVERSITY ALUMNI ASSOCIATION.
Totals
- Total revenue
- $8,110,011
- Total expenses
- $8,476,982
- Contributions and grants received
- $6,109,113
- Grants paid
- $0
- Program service revenue
- $1,187,526
- Investment income
- $405,749
- Other revenue
- $407,623
- Total assets, end of year
- $64,129,230
- Total liabilities, end of year
- $5,192,839
- Net assets or fund balances, end of year
- $58,936,391
- Program services expenses (Part IX)
- $6,890,221
- Management and general expenses
- $430,571
- Fundraising expenses
- $1,156,190
- Program service expenses (Part III)
- $6,890,221
Program services were 81.3% 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
$690,025
-
1c · Fundraising events
$556,114
-
1e · Government grants (contributions)
$717,617
-
1f · All other contributions, gifts and grants
$4,145,357
-
1g · Noncash contributions included above
$416,696
-
2a · Program service revenue: Aux. Event Revenue/Fees
total $122,359 · related or exempt $122,359
-
2b · Program service revenue: JWC operating subsidy
total $399,771 · related or exempt $399,771
-
2c · Program service revenue: Periodical Advertising
total $180,086 · unrelated business $180,086
-
2d · Program service revenue: QualifiedCorp sponsorship
total $257,616 · related or exempt $257,616
-
2e · Program service revenue: Travel Tour Commissions
total $164,530 · unrelated business $164,530
-
2f · All other program service revenue
total $63,164 · unrelated business $63,164
-
3 · Investment income
total $405,749 · excluded $405,749
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $461,204 · excluded $461,204
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$227,307
-
8a · Fundraising events: contributions included on line 1c
$556,114
-
8b · Fundraising events: direct expenses
$571,068
-
8c · Net income from fundraising events
total -$343,761 · excluded -$343,761
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$307,440
-
10b · Cost of goods sold
$23,824
-
10c · Net income from sales of inventory
total $283,616 · related or exempt $231,747 · unrelated business $51,869
-
11a · Other revenue: OTHER REVENUE
total $6,564 · related or exempt $6,564
-
11e · Other revenue, total
$6,564
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 $1,005,278 · program services $772,524 · management and general $104,826 · fundraising $127,928
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $2,610,486 · program services $2,123,757 · management and general $62,561 · fundraising $424,168
-
8 · Pension plan contributions
total $192,183 · program services $152,834 · management and general $8,161 · fundraising $31,188
-
9 · Other employee benefits
total $247,609 · program services $196,415 · management and general $9,420 · fundraising $41,774
-
10 · Payroll taxes
total $249,223 · program services $198,590 · management and general $11,520 · fundraising $39,113
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $10,513 · program services $1,052 · management and general $9,461
-
11c · Fees: accounting
total $60,289 · program services -$48,581 · management and general $43,797 · fundraising $65,073
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $556,236 · program services $495,649 · management and general $17,694 · fundraising $42,893
-
12 · Advertising and promotion
total $6,055 · program services $4,325 · management and general $500 · fundraising $1,230
-
13 · Office expenses
total $197,559 · program services $106,150 · management and general $5,657 · fundraising $85,752
-
14 · Information technology
total $207,168 · program services $99,988 · management and general $32,620 · fundraising $74,560
-
15 · Royalties
total $0
-
16 · Occupancy
total $270,727 · program services $164,802 · management and general $39,120 · fundraising $66,805
-
17 · Travel
total $107,248 · program services $79,631 · management and general $14,636 · fundraising $12,981
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $382,307 · program services $288,259 · management and general $45,302 · fundraising $48,746
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $314,667 · program services $314,667
-
22 · Depreciation, depletion and amortization
total $1,444,985 · program services $1,429,680 · management and general $4,658 · fundraising $10,647
-
23 · Insurance
total $154,216 · program services $152,677 · management and general $267 · fundraising $1,272
-
24a · Other expenses: Printing and Publications
total $200,092 · program services $155,357 · management and general $2,409 · fundraising $42,326
-
24b · Other expenses: Dues/Admissions
total $166,340 · program services $141,110 · management and general $15,694 · fundraising $9,536
-
24c · Other expenses: Postage and Shipping
total $93,801 · program services $61,335 · management and general $2,268 · fundraising $30,198
-
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 $240,893 · end of year $262,109
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $408,523 · end of year $481,540
-
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 $113,644 · end of year $95,620
-
10a · Land, buildings and equipment: cost or other basis
$33,854,671
-
10b · Land, buildings and equipment: accumulated depreciation
$5,133,140
-
10c · Land, buildings and equipment, net
beginning of year $29,883,035 · end of year $28,721,531
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
beginning of year $32,041,124 · end of year $34,568,430
-
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 $815,650 · end of year $1,160,414
-
19 · Deferred revenue
beginning of year $1,229,312 · end of year $1,400,915
-
25 · Other liabilities
beginning of year $2,882,311 · end of year $2,631,510
-
27 · Net assets without donor restrictions
beginning of year $38,570,419 · end of year $38,672,808
-
28 · Net assets with donor restrictions
beginning of year $19,189,527 · end of year $20,263,583
Mission and programs · 2023
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 - 160 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, hosting over 80,000 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 over 18,000 users, including 4,400 students and 32,000 messages since fall 2018.
Expenses $5,515,871 · Revenue $1,479,023
-
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 nearly 37,000 Alumni Association members; production of regular (1,000 annually) broadcast emails and announcements reaching over 201,000 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 56,000 followers, 52,000 mobile Alumni app sessions, and nearly 200,000 unique website visits.
Expenses $854,252 · Revenue $243,250
-
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 272,000 degree-holders and nearly 495,000 University alumni and friends.
Expenses $520,098
As filed on the 2023 return.
Listed in Part VII
-
Heath Peterson
President & CEO
- Total calculated
- $262,167
- From this org
- $235,504
- From related orgs
- $0
- Other
- $26,663
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $220,245
- Bonus
- $15,259
- Other
- not reported
- Deferred
- $10,737
- Nontaxable benefits
- $15,926
- Filer's total
- $262,167
-
Dwight S Parman
Treasurer/CFO
- Total calculated
- $203,223
- From this org
- $175,979
- From related orgs
- $0
- Other
- $27,244
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,874
- Bonus
- $12,105
- Other
- not reported
- Deferred
- $8,420
- Nontaxable benefits
- $18,824
- Filer's total
- $203,223
-
Kristi Lacle
SVP Ops & Programs
- Total calculated
- $178,588
- From this org
- $170,938
- From related orgs
- $0
- Other
- $7,650
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,795
- Bonus
- $15,143
- Other
- not reported
- Deferred
- $7,650
- Nontaxable benefits
- not reported
- Filer's total
- $178,588
-
Jennifer J Sanner
Secretary/Sr VP
- Total calculated
- $172,307
- From this org
- $149,606
- From related orgs
- $0
- Other
- $22,701
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,491
- Bonus
- $3,115
- Other
- not reported
- Deferred
- $7,527
- Nontaxable benefits
- $15,174
- Filer's total
- $172,307
-
Angela Riffey Storey
SVP Donor Relation
- Total calculated
- $149,703
- From this org
- $137,860
- From related orgs
- $0
- Other
- $11,843
- Hours/week
- 40
-
Teri Harris
SVP Rev Dev
- Total calculated
- $131,504
- From this org
- $115,496
- From related orgs
- $0
- Other
- $16,008
- Hours/week
- 40
-
Jodi Nachtigal
AVP Finance
- Total calculated
- $114,709
- From this org
- $107,053
- From related orgs
- $0
- Other
- $7,656
- Hours/week
- 40
-
Mary Padilla
AVP Strat Comms
- Total calculated
- $112,183
- From this org
- $102,468
- From related orgs
- $0
- Other
- $9,715
- Hours/week
- 40
-
Nick Kallail
AVP Network Dev
- Total calculated
- $111,375
- From this org
- $100,820
- From related orgs
- $0
- Other
- $10,555
- Hours/week
- 40
-
Glen Cox '29
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
-
Gautham Reddy '29
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jim Small '29
Director
- Total calculated
- $0
- Hours/week
- 1
-
Francie Stoner '29
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
-
Leah Vomhof '29
Director
- Total calculated
- $0
- Hours/week
- 1
-
Michael Happe
Past Chair
- Total calculated
- $0
- Hours/week
- 1
-
Taylor Burch
Chair
- 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
Chair Elect
- Total calculated
- $0
- Hours/week
- 1
-
Keturah Harding Pohl
Director
- Total calculated
- $0
- Hours/week
- 1
-
Allen Fee '25
Director
- Total calculated
- $0
- Hours/week
- 1
-
Joseen Bryant '29
Director
- Total calculated
- $0
- Hours/week
- 1
-
Chip Hilleary '29
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
- 2023
- Filed
- 1 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433199349313358
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