2025-07-23T10:26:36-05:00 2024-09-30 383635706 REHMANN ROBSON LLC 555 BRIARWOOD CIRCLE STE 300 ANN ARBOR MI 48108 990 2023-10-01 386147432 SOCIETY FOR COLLEGE & UNIVERSITY PLANNING SOCI 7346693270 1330 EISENHOWER PLACE ANN ARBOR MI 48108 MICHAEL MOSS PRESIDENT 7346693270 2025-07-18 1 1 KATHLEEN M UNDERHILL CPA P00589677 7347612005 2025-07-18 2023 2025-03-06 01:10:19Z MICHAEL MOSS 1330 EISENHOWER PLACE ANN ARBOR MI 48108 5173052 0 X WWW.SCUP.ORG X 1965 MI THE SOCIETY FOR COLLEGE AND UNIVERSITY PLANNING DEVELOPS INDIVIDUAL AND ORGANIZATIONAL CAPACITIES TO STRENGTHEN AND TRANSFORM INSTITUTIONS OF HIGHER EDUCATION. 10 10 21 350 0 0 411123 455765 3782752 4628597 52668 77593 3334 5395 4249877 5167350 24575 26570 0 0 1643208 1729356 0 0 26992 2478648 3622125 4146431 5378051 103446 -210701 3709560 3682216 1984054 1988131 1725506 1694085 X THE SOCIETY FOR COLLEGE AND UNIVERSITY PLANNING DEVELOPS INDIVIDUAL AND ORGANIZATIONAL CAPACITIES TO STRENGTHEN AND TRANSFORM INSTITUTIONS OF HIGHER EDUCATION. 0 0 2791525 26570 2703180 CONFERENCES - DELIVERY OF THE SOCIETY'S ANNUAL INTERNATIONAL CONFERENCE IN PERSON THIS YEAR. ATTENDANCE WAS APPROXIMATELY 1,000 PARTICIPANTS. 5 REGIONAL CONFERENCES ALL HELD IN PERSON. 533466 1524343 MEMBERSHIP - PROVISION OF MEMBERSHIP SERVICES TO APPROXIMATELY 4,000 MEMBERS, BOTH INDIVIDUAL AND GROUP MEMBERSHIPS FROM COLLEGES AND UNIVERSITIES AND PRIVATE SECTOR ORGANIZATIONS THAT DELIVER SERVICES TO THOSE COLLEGES AND UNIVERSITIES. 675104 401074 PROFESSIONAL DEVELOPMENT - DELIVERY OF A PLANNING INSTITUTE EMPHASIZING AN UNDERSTANDING OF THE PRINCIPLES AND PROCEDURES OF COMPREHENSIVE, INTEGRATED STRATEGIC PLANNING. 234081 11097 PUBLICATIONS - DEVELOPS, PUBLISHES AND SELLS BOOKS, CDS, AUDIO CASSETTES, VIDEOS, WHITE PAPERS, AND A QUARTERLY JOURNAL, PLANNING FOR HIGHER EDUCATION, AVAILABLE TO MEMBERS AND OTHERS. 234081 11097 4234176 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 27 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 MI X KAREN VERHEY SENIOR DIRECTOR OF OPERATIONS 7346693270 1330 EISENHOWER PLACE ANN ARBOR MI 48108 JENNIFER ADAMS-PEFFER CHAIR THRU 7/24;AT-LARGE DIRECTOR 1.00 X X 0 0 0 IVAN BANKS VICE CHAIR THRU 7/24 1.00 X X 0 0 0 RICHARD MICHAL TREASURER 1.00 X X 0 0 0 JACK NYE SECRETARY 1.00 X X 0 0 0 ADAM WYATT AT-LARGE DIR THRU 7/24;VICE CHAIR 1.00 X X 0 0 0 CHRIS GILMER AT-LARGE DIR THRU 7/24; CHAIR 1.00 X X 0 0 0 DORYS CRESPIN-MUELLER AT-LARGE DIRECTOR 1.00 X 0 0 0 LILLIAN ASPERIN AT-LARGE DIRECTOR 1.00 X 0 0 0 STEVE WIESENTHAL AT-LARGE DIRECTOR 1.00 X 0 0 0 MEGHA SINHA AT-LARGE DIRECTOR EFF 7/24 1.00 X 0 0 0 DIANE S STEPHENS AT-LARGE DIRECTOR EFF 8/24 1.00 X 0 0 0 MICHAEL MOSS PRESIDENT/EX-OFFICIO 40.00 X 201548 0 28614 KAREN VERHEY SR DIRECTOR OF OPERATIONS 40.00 X 133325 0 17008 DJ PEPITO SR DIR, RESEARCH & STRATEGIC PSHIPS 40.00 X 114879 0 9751 449752 0 55373 3 0 1 0 0 10500 445265 455765 ANNUAL CONFERENCES 900099 1566253 1566253 MEMBERSHIP DUES 900099 1477053 1477053 REGIONAL CONFERENCES 900099 1129055 1129055 PROFESSIONAL DEVELOPME 900099 401074 401074 AWARDS REVENUE 900099 47290 47290 7872 7872 4628597 77593 77593 0 10500 5702 -5702 -5702 11097 0 11097 11097 5167350 4639694 0 71891 26570 26570 408965 254540 151685 2740 1093772 680793 405637 7342 62676 39012 23243 421 62065 38631 23017 417 101878 63411 37783 684 2322 1445 861 16 44625 27775 16551 299 10057 10057 94122 58584 34906 632 29033 18450 10395 188 20245 14201 5937 107 306450 190741 113653 2056 63073 51787 11085 201 10468 6516 3882 70 4117 4117 20866 12987 7739 140 PROGRAM CONTENT 2189334 2186706 2628 COMMUNICATIONS 525828 327287 195013 3528 BANK & CREDIT CARD FEES 144378 135834 8170 374 LEADERSHIP 140060 87176 51944 940 17147 11730 1208 4209 5378051 4234176 1116883 26992 1498996 1358122 378156 378238 8375 69584 160158 133349 313039 294917 12276 18122 1115840 1362574 15386 0 520373 362227 3709560 3682216 418263 322712 1039341 1140564 526450 524855 1984054 1988131 X 1725506 1694085 1725506 1694085 3709560 3682216 -210701 179280 0 X X 0 1 X 1 0 X 1592223 565531 2409245 1886033 1932818 8385850 946729 1874333 2439242 2318811 3162641 10741756 2538952 2439864 4848487 4204844 5095459 19127606 0 0 0 19127606 35705 24829 72704 52668 77593 263499 35705 24829 72704 52668 77593 263499 2574657 2464693 4921191 4257512 5173052 19391105 0.98640 0.98840 0.01360 0.01160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 182888 182888 0 130151 112029 18122 18122 DEPOSIT 10157 RIGHT OF USE ASSET 352070 362227 LONG TERM LEASE OBLIGATION 376450 EIDL LOAN PAYABLE 148405 524855 X 5336573 179280 179280 5157293 10057 10057 5167350 5367994 0 5367994 10057 10057 5378051 PART X, LINE 2: SCUP HAS EVALUATED ITS INCOME TAX FILING POSITIONS FOR FISCAL YEARS 2021 THROUGH 2024, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF SEPTEMBER 30, 2024. SCUP CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THESE FINANCIAL STATEMENTS. SCUP DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS ("UTB") (E.G. TAX DEDUCTIONS, EXCLUSIONS, OR CREDITS CLAIMED OR EXPECTED TO BE CLAIMED) TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. SCUP DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AT SEPTEMBER 30, 2024 AND 2023 AND IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 10,057. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 10,057. 1 SCHOLARSHIPS 32 26570 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED TO COVER THE REGISTRATION FEE AND HELP OFFSET TRAVEL COSTS. SCHOLARSHIP FUNDS ARE DISTRIBUTED AFTER THE REGIONAL AND ANNUAL CONFERENCES TO ENSURE ACTUAL ATTENDANCE AND USE OF THE SCHOLARSHIPS. X X X 0 0 0 0 0 0 0 0 0 MICHAEL MOSS PRESIDENT/EX-OFFICIO 201548 0 0 0 0 0 14469 0 14145 0 230162 0 0 0 KAREN VERHEY SR DIRECTOR OF OPERATIONS 133325 0 0 0 0 0 9110 0 7898 0 150333 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. EVERY MEMBER IS ENTITLED TO A SINGLE VOTE, AS ALL MEMBERSHIPS ARE INDIVIDUAL MEMBERSHIPS. FORM 990, PART VI, SECTION A, LINE 7A EACH YEAR THE BOARD DETERMINES THE NUMBER OF OPEN SEATS FOR ELECTION TO THE BOARD. NEW BOARD MEMBERS ARE PROPOSED BY THE GOVERNANCE AND LEADERSHIP COMMITTEE AND APPROVED BY THE BOARD. THE ENTIRE MEMBERSHIP VOTES ON THE PROPOSED SLATE. ANY VACANCIES ON THE BOARD ARISING FROM ANY OTHER CIRCUMSTANCE MAY BE FILLED BY A MAJORITY VOTE OF THE MEMBERS OF THE BOARD THEN IN OFFICE. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERSHIP MUST VOTE ON ANY CHANGES TO THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE SENIOR DIRECTOR OF OPERATIONS AND PRESIDENT REVIEW THE 990 PRIOR TO FILING. THE COMPLETED 990 IS PROVIDED AS AN ELECTRONIC COPY TO THE BOARD OF DIRECTORS AFTER IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE WRITTEN POLICY IS REVIEWED ANNUALLY BY THE BOARD AND EACH MEMBER IS REQUIRED TO SIGN A DOCUMENT AGREEING TO THEIR PERFORMANCE CONSISTENT WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS AS A WHOLE HAS INPUT ON THE PRESIDENT'S PERFORMANCE REVIEW. THE MEMBERS OF THE BOARD MEET WITH THE PRESIDENT TO DISCUSS PERFORMANCE AND RECOMMEND A SALARY INCREASE. COMPARATIVE SALARIES FOR OTHER NON-PROFIT ASSOCIATION MANAGEMENT POSITIONS ARE OBTAINED AND CONSIDERED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S BYLAWS ARE AVAILABLE ON ITS WEBSITE. FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR SELECTING AND OVERSEEING THE WORK OF THE INDEPENDENT AUDITOR HAS NOT CHANGED FROM PRIOR YEARS.