2024-02-14T13:27:05-08:00 2023-06-30 480882363 MIZE CPAs INC 534 S KANSAS AVE 400 TOPEKA KS 66603 990 2022-07-01 480291250 The Kansas University Alumni Association dba KU Alumni Association KANS 7858644760 1266 Oread Avenue Lawrence KS 66045 Dwight S Parman Treasurer 2024-01-29 true Dwight S Parman 999009999 true Stacy Higgins P01428865 7852330536 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Heath Peterson 1266 Oread Avenue Lawrence KS 660453169 7765420 false X www.kualumni.org X 1883 KS We build lifelong relationships that strengthen the University of Kansas and the legacy of excellence embodied by its students, alumni, faculty, staff and friends. 27 27 39 2300 394844 7285837 5566276 741747 1051257 395390 377552 509604 233651 8932578 7228736 0 0 3421896 3853529 0 1065267 2017330 2595038 5439226 6448567 3493352 780169 58873329 62687219 1803444 4927273 57069885 57759946 We build lifelong relationships that strengthen the University of Kansas and the legacy of excellence embodied by its students, alumni, faculty, staff and friends. false false 3653074 932958 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. 841260 213408 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. 569157 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. 5063491 true true false true false false false false false true true true false false true true true false false false false false false false true false false false false true false false false false false false false false true false false false false false false false false true 29 0 true 39 true true true false false false false true true false 0 false false false false false false false X 27 27 true false false false false false false true true false true true true true true true true true true false false X Dwight Parman Treasurer 7858644760 1266 Oread Ave Lawrence KS 66045 Heath Peterson President & CEO 40.00 0.00 X 227672 0 26557 Dwight S Parman Treasurer/Sr VP 40.00 0.00 X 167481 0 26945 Jennifer J Sanner Secretary/Sr VP 40.00 0.00 X 144651 0 22344 Kristi Lacle SVP Ops/Programs 40.00 0.00 140745 0 6492 Angela Riffey Storey SVP Donor Relation 40.00 0.00 133321 0 11681 Teri Harris SVP Rev Dev 40.00 0.00 111740 0 14685 Jodi Nachtigal Controller 40.00 0.00 101052 0 7763 Clint Rogers '25 Director 1.00 0.00 X 0 0 0 Monique Garcia '28 Director 0.00 0.00 X 0 0 0 Tamara Huff Johnson '27 Director 1.00 0.00 X 0 0 0 Julie Andrews '25 Director 1.00 0.00 X 0 0 0 Brenda Dicus '24 Director 1.00 0.00 X 0 0 0 Jonathan Ng '27 Director 1.00 0.00 X 0 0 0 David Hoese '24 Director 1.00 0.00 X 0 0 0 Ryan Pfeiffer '26 Director 1.00 0.00 X 0 0 0 Bobb Meckenstock '26 Director 1.00 0.00 X 0 0 0 Marlon Marshall '28 Director 0.00 0.00 X 0 0 0 Sasha Boulware '24 Director 1.00 0.00 X 0 0 0 Michael Happe Chairman 1.00 0.00 X X 0 0 0 Taylor Burch Chair-Elect 1.00 0.00 X 0 0 0 Joy Maxwell '28 Director 0.00 0.00 X 0 0 0 Jessica Nelson Palm '26 Director 1.00 0.00 X 0 0 0 Becky Sloan '26 Director 1.00 0.00 X 0 0 0 Joseph Courtright '25 Director 1.00 0.00 X 0 0 0 Keturah Harding Pohl Past Chair 1.00 0.00 X 0 0 0 Allen Fee '25 Director 1.00 0.00 X 0 0 0 Jackie Hall '25 Director 1.00 0.00 X 0 0 0 Eric Edell '23 Director 1.00 0.00 X 0 0 0 Peter Johnston '24 Director 1.00 0.00 X 0 0 0 Jodi Sellers '25 Director 1.00 0.00 X 0 0 0 David Ochoa '28 Director 0.00 0.00 X 0 0 0 Lisa Evans Tuchtan '26 Director 1.00 0.00 X 0 0 0 Lisa Stump '28 Director 0.00 0.00 X 0 0 0 Paul Wise '28 Director 0.00 0.00 X 0 0 0 1026662 116467 7 false true false KU Athletic Corporation 1651 Naismith Drive Lawrence KS 66045 Shared event expenses 118265 1 699729 488322 4378225 724704 5566276 Aux. Event Revenue/Fees 812900 178300 178300 JWC operating subsidy 200073 200073 Periodical Advertising 166227 166227 QualifiedCorp sponsorship 308296 308296 Travel Tour Commissions 151180 151180 47181 47181 1051257 377552 377552 0 481272 481272 0 0 80252 488322 413143 -332891 -332891 0 208811 123541 85270 55014 30256 0 7228736 741683 394844 525933 0 0 0 0 918073 705700 96358 116015 0 2408703 2021891 34666 352146 101496 88294 2899 10303 191163 160340 5435 25388 234094 190485 10718 32891 0 1505 1295 210 70060 -51060 60384 60736 0 0 0 238654 236354 -26200 28500 4862 3859 1003 221097 135782 9886 75429 137026 58671 27910 50445 0 193215 98687 34559 59969 102673 71537 2995 28141 0 400024 289495 30797 79732 0 42000 42000 647415 632110 4658 10647 115729 118183 165 -2619 Postage and Shipping 155814 63638 1964 90212 Printing and Publications 150212 114617 -15 35610 Dues/Admissions 114752 81613 22420 10719 0 6448567 5063491 319809 1065267 0 486093 240893 0 191340 408523 0 0 0 0 86182 113644 33571192 3688157 12987054 29883035 0 45122660 32041124 0 0 0 58873329 62687219 595166 815650 1208278 1229312 2882311 1803444 4927273 X 21954679 38570419 35115206 19189527 57069885 57759946 58873329 62687219 X 780169 -888566 798458 X false true X true false X 5866377 3657604 8667520 7285837 5566276 31043614 0 0 5866377 3657604 8667520 7285837 5566276 31043614 2046668 28996946 1444343 1495153 1268232 806476 858824 5873028 0 0 36916642 3355167 0.78550 0.76740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false true true false true false false true true true 40025 40025 false false 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 over 1,600 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. Part IV - Additional Information 5317160 46487 224790 5138857 5342452 185575 210867 5317160 4192873 1355807 206228 5342452 4467921 -70831 204217 4192873 4472151 215892 220122 4467921 true false false 345215 345215 27753410 2921263 24832147 140073 56100 83973 5332494 710794 4621700 29883035 32041124 Adv on pledges for construction costs 2882310 Rounding 1 2882311 X 7586101 -888566 1335142 446576 7139525 89211 89211 7228736 6896040 536684 536684 6359356 89211 89211 6448567 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 and Jayhawk Welcome Centers. Part X : FIN48 Footnote The Alumni Association's 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 XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Increase in beneficial interest in endow $798458 Cost of sales-inventory and spec. events $536684 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S Gain(Loss) on disposal of fixed assets $0 RCF/Roundup auction item contributions $89211 Part XII, Line 2d: Other expenses and losses per audited F/S Cost of sales-inventory and spec. events $536684 (Gain)Loss on disposal of fixed assets $0 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S RCF/Roundup auction item contributions $89211 X false Rock Chalk Forever 502698 450342 52356 9525 90040 16993 266975 Jayhawk Roundup 65876 37980 27896 10391 19219 568574 488322 80252 9525 100431 16993 286194 413143 -332891 X X true true X X false false false false false false false false false Dwight S Parman Treasurer/Sr VP 157296 10185 8109 18836 194426 Heath Peterson President & CEO 207601 20071 10190 16367 254229 Jennifer J Sanner Secretary/Sr VP 140210 4441 7249 15095 166995 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. X 1 125000 Estimated PV X 1 125000 Estimated PV X 1 100000 Estimated PV Auction Items 118 89211 Fair Value false true false Form 990, Part VI, Section A, Line 2 The sibling of one Board member was an employee of the Alumni Association during part of the year. By policy, such relationships are disclosed to the Board Chair and Audit Committee Chair to avoid conflicts of interest. Form 990, Part VI, Section B, Line 11b Audit Committee members receive and review the Form 990 on behalf of the Board of Directors 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. Form 990, Part VI, Section B, Line 12c Employees and all members of both the Board of Directors and Audit Committee 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, director, or Audit Committee member 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 and Audit Committee 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, Section B, Line 15a The Alumni Association's Executive Committee annually conducts a performance evaluation of the President & CEO and functions as a compensation committee. In evaluating the President and CEOs performance, the Executive Committee solicits input from the President & CEO and all directors. The Executive Committee then determines the President and CEOs compensation and benefits. This determination is based upon performance of the President & CEO and the organization as a whole as well as annual salary survey results obtained from peers in similar organizations. The results of the performance review and the Executive Committees conclusion regarding the President and CEOs compensation and benefits are reported to the Board of Directors in an executive session at its May meeting each year. All management personnel of the Alumni Association, including the President & CEO, are excluded from all meetings of the Executive Committee and Board of Directors in which performance and compensation of the President & CEO are considered. Form 990, Part VI, Section C, Line 19 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. Summary financial information is presented with the Alumni Association's annual report (1) distributed each fall via the Alumni Association's flagship publication, Kansas Alumni, and (2) on the Alumni Association's website. Form 990, Part XI, Line 9 Increase in beneficial interests @ KU Endowment = $798458