Nonprofit · EIN 41-0637089
UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION
Tax-exempt · MINNEAPOLIS, MN 55455
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,534,958 | $5,228,557 | $306,401 | $37,059,906 | $1,168,875 | $35,891,031 |
| June 30, 2024 | 990 | $5,831,915 | $4,975,101 | $856,814 | $35,015,083 | $1,220,756 | $33,794,327 |
| June 30, 2023 | 990 | $3,846,095 | $4,894,775 | -$1,048,680 | $32,721,200 | $1,319,035 | $31,402,165 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,100,079
- of which government grants
- $1,280,080
- Membership dues
- $555,322
- Program service revenue
- $748,099
- Investment income
- $2,218,795
- Royalties
- $249,762
- Net gain from sales of assets
- $1,606,075
- Net income from sales of inventory
- $126,553
- Other revenue
- $467,985
Expenses
- Grants and similar amounts paid
- $109,500
- Compensation of officers, directors and key employees
- $893,160
- Other salaries and wages
- $1,394,023
- Salaries, compensation and benefits (total)
- $2,768,361
- Professional fundraising fees
- $0
- Legal fees
- $10,990
- Accounting fees
- $41,765
- Occupancy
- $267,093
- Travel
- $83,152
- Depreciation
- $27,284
- Program services (functional)
- $3,204,669
- Management and general (functional)
- $1,067,160
- Fundraising (functional)
- $956,728
Balance sheet and other
- Total assets, start of year
- $35,015,083
- Total assets, end of year
- $37,059,906
- Total liabilities, end of year
- $1,168,875
- Net assets, end of year
- $35,891,031
- Land, buildings and equipment
- $43,454
- Net assets without donor restrictions
- $34,550,923
- Net assets with donor restrictions
- $1,340,108
- Gross unrelated business income
- $725,496
- Gross receipts
- $5,689,031
- Employees
- 0
- Volunteers
- 517
- Year formed
- 1904
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA LEWIS | PRESIDENT & CEO Trustee or director, Officer | 48 | $298,911 | $56,935 |
| LISA HUBER | VICE PRESIDENT OF MARKETING Highest-paid employee | 48 | $113,834 | $31,209 |
| DANIEL GARRY | VICE PRESIDENT & CFO (THRU 7/2024) Officer | 48 | $90,133 | $24,415 |
| BETH TOSO | VICE PRESIDENT & CFO (BEGAN 3/2025) Officer | 48 | $0 | $0 |
| TONY WAGNER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BETSY VOHS | CHAIR-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| PAT DUNCANSON | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| NADIA HASAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL CLAUSMAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| REBECCA CUNNINGHAM | U OF M PRESIDENT Trustee or director | 1 | $0 | $0 |
| JESSICA DURKIN | U OF M PRESIDENT'S DESGNEE Trustee or director | 1 | $0 | $0 |
| SARAH BERAKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANA BOND | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM COLLINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT DOTY | DIRECTOR Trustee or director | 1 | $0 | $0 |
18 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GRETTA HANSON | DIRECTOR Trustee or director | 1 | $0 |
| MARK JETER | DIRECTOR Trustee or director | 1 | $0 |
| TARANVIR JOHAL | DIRECTOR Trustee or director | 1 | $0 |
| CAROL JOHNSON-DEAN | DIRECTOR Trustee or director | 1 | $0 |
| CHERYL LINDGREN | DIRECTOR Trustee or director | 1 | $0 |
| JOHN PATTERSON | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTINA PIEPER-BIGELOW | DIRECTOR Trustee or director | 1 | $0 |
| MAUREEN RAMIREZ | DIRECTOR Trustee or director | 1 | $0 |
| LAKEESHA RANSOM | DIRECTOR Trustee or director | 1 | $0 |
| ROGER REINERT | DIRECTOR Trustee or director | 1 | $0 |
| AMANDA RODRIGUEZ | DIRECTOR Trustee or director | 1 | $0 |
| JOSH STEVENS | DIRECTOR Trustee or director | 1 | $0 |
| SARAH VANG | DIRECTOR Trustee or director | 1 | $0 |
| RAHMA ALI | EX-OFFICIO DIRECTOR Trustee or director | 1 | $0 |
| CAL MERGENDAHL | EX-OFFICIO DIRECTOR Trustee or director | 1 | $0 |
| JULIE OLSON | EX-OFFICIO DIRECTOR Trustee or director | 1 | $0 |
| PEYTON N OWENS III | EX-OFFICIO DIRECTOR Trustee or director | 1 | $0 |
| KATHLEEN SCHMIDLKOFER | EX-OFFICIO DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA LEWIS | PRESIDENT & CEO Trustee or director, Officer | 48 | $285,328 | $56,760 |
| DANIEL GARRY | VICE PRESIDENT & CFO Officer | 48 | $117,393 | $46,766 |
| LISA HUBER | VICE PRESIDENT OF MARKETING Highest-paid employee | 48 | $109,184 | $30,891 |
| PAT DUNCANSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TONY WAGNER | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 |
| ANN SHELDON | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| NADIA HASAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| BETSY VOHS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL CLAUSMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH BERAKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANA BOND | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK JETER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TARANVIR JOHAL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAROL JOHNSON DEAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIE OLSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PEYTON OWENS III | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTINA PIEPER-BIGELOW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAKEESHA RANSOM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROGER REINERT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMANDA RODRIGUEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHLEEN SCHMIDLKOFER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSH STEVENS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT DOTY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WOKIE DABOH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHASHANK MURALI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JASON ROHLOFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM COLLINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MEGAN SWEET | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARA DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLES HELM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EMILIA NDELY-OGUNDIPE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GABRIEL RICHARDSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA LEWIS | PRESIDENT & CEO Trustee or director, Officer | 48 | $278,041 | $51,503 |
| DANIEL GARRY | VICE PRESIDENT & CFO Officer | 48 | $110,589 | $41,749 |
| LISA HUBER | VICE PRESIDENT OF MARKETING Highest-paid employee | 48 | $110,932 | $20,568 |
| SCOTT WALLACE | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANN SHELDON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TONY WAGNER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| PAT DUNCANSON | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 |
| NADIA HASAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SARAH BERAKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL CLAUSMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WOKIE DABOH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAROL JOHNSON DEAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLES HELM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK JETER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EMILIA NDELY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIE OLSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PEYTON OWENS III | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTINA PIEPER-BIGELOW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAKEESHA RANSOM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROGER REINERT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMANDA RODRIGUEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JASON ROHLOFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSH STEVENS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MEGAN SWEET | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BESTY VOHS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TAREQ BASTAWISY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLIE NELSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DREW SWARTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FLORA YANG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY BANY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILL COLLINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 200 OAK ST SE STE 200, MINNEAPOLIS, MN 55455-2040
- Principal officer (990 for 2024)
- LISA LEWIS, 200 OAK ST E 200, MINNEAPOLIS, MN 554552040
- Signed the 990
- ROBERT DOTY, TREASURER
- Phone
- (612) 624-2323
- Website
- WWW.UMNALUMNI.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
THE UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION (UMAA) FOSTERS A LIFELONG SPIRIT OF BELONGING AND PRIDE BY CONNECTING ALUMNI, STUDENTS, AND FRIENDS TO THE UNIVERSITY OF MINNESOTA AND EACH OTHER. THE ALUMNI ASSOCIATION ADVOCATES FOR THE UNIVERSITY AND ITS ALUMNI WITH A CREDIBLE, INDEPENDENT, AND COLLABORATIVE VOICE.
Program accomplishments
- BUILDING UNIVERSITY CONNECTIONS-PROGRAMS AND ACTIVITIES:THE UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION PROVIDES OPPORTUNITIES FOR ALUMNI TO BE AMBASSADORS FOR THE IMPORTANT WORK OF THE UNIVERSITY. THE ASSOCIATION PROVIDES AND PROMOTES PROGRAMS AND ACTIVITIES INCLUDING HOMECOMING EVENTS, SPEAKERS AND PERFORMANCES, SUPPORT OF UNIVERSITY ATHLETIC TEAMS, A GROUP TRAVEL PROGRAM, MENTORING, NETWORKING, AND SOCIAL AND SERVICE OPPORTUNITIES. THE ASSOCIATION ALSO SUPPORTS THE ACTIVIES AND EVENTS OF THE COLLEGIATE ALUMNI SOCIETIES AND GEOGRAPHIC ALUMNI CHAPTERS.Expenses $1,581,848 · revenue $204,343
- PUBLICATIONS AND COMMUNICATIONS:THE UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION BRINGS NEWS ABOUT THE UNIVERSITY AND ALUMNI TO MEMBERS, ALUMNI AND THE PUBLIC THROUGH MULTIPLE MEDIA CHANNELS. THE AWARD-WINNING MINNESOTA MAGAZINE IS SENT TO MEMBERS IN PRINTED FORM AND IS AVAILABLE TO ALUMNI AND THE PUBLIC ONLINE. THE ASSOCIATION ALSO PROVIDES INFORMATION TO ALUMNI ABOUT EVENTS, ACTIVITIES, UNIVERSITY AND ALUMNI ASSOCIATION NEWS, MEMBER BENEFITS AND DISCOUNTS, AND OTHER OPPORTUNITIES THROUGH ALUMNI E-NEWS, A WEEKLY ALL-ALUMNI EMAIL NEWSLETTER. THE ASSOCIATION ALSO PROVIDES EXTENSIVE INFORMATION AND UPDATES THROUGH SOCIAL MEDIA AND ON ITS WEB SITE, WWW.UMNALUMNI.ORG.Expenses $1,346,933
- BUILDING UNIVERSITY CONNECTION:THE ALUMNI ASSOCIATION CONNECTS OVER 526,000 ALUMNI OF THE UNIVERSITY OF MINNESOTA TWIN CITIES AND ROCHESTER CAMPUSES WITH THE UNIVERSITY AND EACH OTHER. ALUMNI SERVICE FUNCTIONS INCLUDE UPDATING CONTACT INFORMATION AND PREFERENCES, PROVIDING ACCESS TO UNIVERSITY DEPARTMENTS AND SERVICES, AND GAUGING ALUMNI INTERESTS AND CONCERNS AND COMMUNICATING THEM TO UNIVERSITY OFFICIALS. THE ASSOCIATION'S 35,000 MEMBERS PROVIDE FINANCIAL SUPPORT FOR ALUMNI SERVICES. THEY RECEIVE MEMBER BENEFITS SUCH AS DISCOUNTS, A MAGAZINE SUBSCRIPTION AND SPECIAL PRICING AND EARLY ACCESS TO EVENTS.Expenses $166,388
- ADVOCACY AND SERVICE:THE UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION PROVIDES OPPORTUNITIES FOR ALUMNI INVOLVEMENT FOR THE BENEFIT OF THE UNVERSITY AND ITS STUDENTS THROUGH SUCH PROGRAMS AS THE LEGISLATIVE NETWORK, UNIVERSITY ADVOCACY INITIATIVES, STUDENT ORIENTATION AND MENTORING, AND SUPPORT OF SCHOLARSHIPS AND EXCEPTIONAL TEACHING. BY VIRTUE OF THE UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION'S EFFORTS, UNIVERSITY GRADS HAVE MANY OPPORTUNITIES TO SUPPORT THE IMPORTANT WORK OF THE UNIVERSITY.Expenses $109,500 · grants $109,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 41-0637089
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Organization supporting a government college or university
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1966
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $37,059,906
- Income (IRS master file)
- $5,689,031
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,534,958 | $5,228,557 | $37,059,906 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $5,831,915 | $4,975,101 | $35,015,083 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $3,846,095 | $4,894,775 | $32,721,200 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $4,005,200 | $4,574,801 | $31,666,875 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-0637089).
Questions about UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION
- What is the EIN of UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION?
- The employer identification number (EIN) of UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION is 41-0637089.
- Is UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION?
- The 990 for the year ended June 30, 2025 names LISA LEWIS.
- Who are the officers and directors of UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION?
- The 990 for the year ended June 30, 2025 lists 33 people; 3 received compensation from the organization, the highest $298,911 (LISA LEWIS, PRESIDENT & CEO).
- How much revenue does UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,534,958, expenses of $5,228,557 and total assets of $37,059,906 at year end.
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