2024-04-10T09:59:32-05:00 2023-06-30 135565207 KPMG LLP 1300 SOUTH WEST FIFTH AVENUE SUITE 3800 PORTLAND OR 97201 990 2022-07-01 910450697 UNIVERSITY OF WASHINGTON ALUMNI ASSOCIATION UNIV 2065430540 4333 BROOKLYN AVE NE BOX 359508 SEATTLE WA 981959508 PAUL RUCKER EXECUTIVE DIRECTOR 2065430540 2024-04-10 1 PAUL RUCKER 999009999 0 JAMES LANCASTER P00742579 5032216500 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PAUL RUCKER 4333 BROOKLYN AVE NE SEATTLE WA 98195 3284001 0 4130 X WWW.WASHINGTON.EDU/ALUMNI/ X 1937 WA SEE ATTACHMENTTHE UNIV. OF WASHINGTON ALUMNI ASSOC. SUPPORTS & PROMOTES THE INTERESTS OF THE UNIVERSITY AND HIGHER ED BY OFFERING OPPORTUNITIES FOR MEMBERS TO CONNECT WITH THEIR ALMA MATER. 25 25 2 55 659138 0 1502551 1471615 93229 176959 640905 679245 1034883 956182 3271568 3284001 0 0 0 0 302021 430158 0 0 0 2646152 2649027 2948173 3079185 323395 204816 23693239 24086159 398374 289137 23294865 23797022 X THE UNIVERSITY OF WASHINGTON ALUMNI ASSOCIATION IS AN INDEPENDENT, NON-PROFIT ORGANIZATION THAT SUPPORTS AND PROMOTES THE INTERESTS OF THE UNIVERSITY OF WASHINGTON AND HIGHER EDUCATION. IN COLLABORATION WITH THE UNIVERSITY OF WASHINGTON'S OFFICE OF ALUMNI RELATIONS, IT OFFERS OPPORTUNITIES FOR MEMBERS AND POTENTIAL MEMBERS TO CONNECT WITH THEIR ALMA MATER THROUGH EVENTS, ACTIVITIES, LEARNING OPPORTUNITIES AND ALUMNI NETWORKS. 0 0 2260810 176959 THE ALUMNI ASSOCIATION OFFERED OPPORTUNITIES FOR MEMBERS AND POTENTIAL MEMBERS TO CONNECT WITH THE UNIVERSITY OF WASHINGTON THROUGH EVENTS, ACTIVITIES, LEARNING OPPORTUNITIES AND ALUMNI NETWORKS. APPROXIMATELY 18,194 PEOPLE ATTENDED 55 EVENTS DURING FY 22-23. THESE EVENT REGISTRATIONS HELPED SUPPORT STUDENT SCHOLARSHIP EFFORTS. 2260810 1 0 0 1 0 0 0 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 48 0 1 2 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 WA X MICHELLE BUCHOLTZ 2066859189 4333 BROOKLYN AVE NE BOX 359508 SEATTLE WA 981959508 KRIS LAMBRIGHT PRESIDENT 4.00 0.00 X X 0 0 0 AMIT RANADE PAST PRESIDENT 4.00 0.00 X X 0 0 0 JOE M DAVIS II PRESIDENT-ELECT 4.00 0.00 X X 0 0 0 SABRINA TAYLOR VICE PRESIDENT 4.00 0.00 X X 0 0 0 MARK OSTERSMITH TREASURER 4.00 0.00 X X 0 0 0 BETTINA CAREY SECRETARY 4.00 0.00 X X 0 0 0 ERIN MCCALLUM ASST SECRETARY/LAC CHAIR 4.00 0.00 X X 0 0 0 COURTNEY ACOFF TRUSTEE 1.00 0.00 X 0 0 0 JOHN AMAYA TRUSTEE 1.00 0.00 X 0 0 0 EMILY ANDERSON TRUSTEE 1.00 0.00 X 0 0 0 SKYLER BROWN TRUSTEE 1.00 0.00 X 0 0 0 PAM CLEAVER TRUSTEE 1.00 0.00 X 0 0 0 DANIELLE DUCRE TRUSTEE 1.00 0.00 X 0 0 0 MATT ECHOHAWK-HAYASHI TRUSTEE 1.00 0.00 X 0 0 0 DEBORAH FOURNIER TRUSTEE 1.00 0.00 X 0 0 0 EVELYN HERNANDEZ TRUSTEE 1.00 0.00 X 0 0 0 MINA HOOSHANGI TRUSTEE 1.00 0.00 X 0 0 0 JACQUE JULIEN TRUSTEE 1.00 0.00 X 0 0 0 TANYA KUMAR TRUSTEE 1.00 0.00 X 0 0 0 SOLYNN MCCURDY TRUSTEE 1.00 0.00 X 0 0 0 RAI NAUMAN MUMTAZ TRUSTEE 1.00 0.00 X 0 0 0 JANET PHAN TRUSTEE 1.00 0.00 X 0 0 0 EUGENE SABURI TRUSTEE 1.00 0.00 X 0 0 0 ROMAN TRUJILLO TRUSTEE 1.00 0.00 X 0 0 0 MIKE TULEE TRUSTEE 1.00 0.00 X 0 0 0 PAUL RUCKER EXECUTIVE DIRECTOR, EX OFFICIO 4.00 0.00 X 0 0 0 COURTNEY ACITELLI SENIOR DIRECTOR 40.00 0.00 X 134894 0 19504 134894 0 19504 1 0 1 0 0 1025754 445861 1471615 ALUMNI RELATIONS 900099 176959 176959 176959 679245 679245 297044 297044 TRAVEL REVENUE 561520 339783 339783 ADVERTISING REVENUE 541800 319355 319355 659138 3284001 176959 659138 976289 X 329903 329903 100255 100255 111716 109747 1969 79966 10125 69841 67351 67351 336620 244098 92522 863455 607280 256175 2558 1329 1229 44343 40131 4212 139864 75923 63941 49920 7581 42339 91848 74397 17451 35559 12356 23203 OTHER EXPENSES 539061 430196 108865 STEWARDSHIP 203062 115082 87980 EQUIPMENT EXPENSES 80445 34677 45768 PROFESSIONAL DEV 3259 379 2880 3079185 2260810 818375 0 250 250 2096233 1615006 119580 326476 82352 32120 1727959 1203775 616033 524184 19795857 20093198 982934 1494925 23693239 24086159 313911 269281 84463 19856 398374 289137 X 23294865 23797022 23294865 23797022 23693239 24086159 204816 297341 0 X 0 1 X 1 0 X 1582872 1315071 1346722 1502551 1471615 7218831 4199702 4421258 4317395 4104897 5158941 22202193 5782574 5736329 5664117 5607448 6630556 29421024 29421024 1414393 1427822 1187077 1252056 976289 6257637 35678661 875230 0.82460 0.81020 X 67351 67351 3011834 3079185 303959 75990 0 0 308370 298773 297409 303959 1208511 1812767 22555 38345 15540 67351 143791 77092 74693 74352 75990 302127 453191 22555 38345 15540 67351 143791 1718611 1194427 524184 9348 9348 0 524184 POOLED INVESTMENTS IN CEF 20093198 F 20093198 DUE TO/FROM U OF WA 1494925 1494925 X 8740283 297341 5158941 5456282 3284001 0 3284001 8238126 5158941 5158941 3079185 0 3079185 FIN 48 FOOTNOTE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF ANY UNCERTAIN TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT BELIEVES THERE ARE NO SUCH UNCERTAIN TAX POSITIONS FOR THE ASSOCIATION FOR THE YEAR ENDED JUNE 30, 2023. 0 0 0 0 0 0 0 0 0 COURTNEY ACITELLI SENIOR DIRECTOR 133307 0 0 0 1587 0 19504 0 0 0 154398 0 0 0 FORM 990, PART I, LINE 6 25 VOLUNTEERS SERVE AS MEMBERS OF THE BOARD. OTHER VOLUNTEERS HELP OUT WITH GEOGRAPHIC PROGRAMS, THE MAP COMMITTEE (WHICH HANDLES SCHOLARSHIPS AND PLANS EVENTS), AND VARIOUS OTHER UWAA-RELATED EVENTS SUCH AS LECTURES. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 THE BOARD OF TRUSTEES IS RESPONSIBLE FOR REVIEW OF THE FORM 990. THE UNIVERSITY ADVANCEMENT (UA) SR. FINANCE DIRECTOR WORKS CLOSELY WITH THE OUTSIDE ACCOUNTING FIRM TO REVIEW THE DRAFT AND FINAL RETURN. THE TREASURER REVIEWS THE FINAL RETURN PRIOR TO SENDING TO THE FULL BOARD. ON BEHALF OF THE TREASURER, THE BOARD ADMINISTRATOR PROVIDES THE FINAL RETURN TO THE FULL BOARD ELECTRONICALLY BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF WRITTEN CONFLICT OF INTEREST POLICY THE EXECUTIVE COMMITTEE OF THE BOARD IS CHARGED WITH MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIAL OR ACTUAL CONFLICTS. PURSUANT TO THE CONFLICTS OF INTEREST POLICY, AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I.E. BOARD MEMBERS, OFFICERS, AND TRUSTEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS AT THE TIME WHEN SUCH CONFLICTS ARISE. WHEN SOMEONE BECOMES A COVERED PERSON AND ANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT AFFIRMING THAT THEY: (1) HAVE RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; (2) HAVE READ THE POLICY AND UNDERSTAND SAID POLICY; AND (3) AGREE TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY, INCLUDING COMPLETING THE CONFLICTS OF INTEREST QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE BOARD ADMINISTRATOR AND ANY POTENTIAL CONFLICTS ARE PRESENTED TO THE EXECUTIVE COMMITTEE. THE PROCEDURE FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE BOARD; (2) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; (3) ALTERNATIVES TO THE PROPOSED TRANSACTION ARE INVESTIGATED; AND (4) COMPETITIVE BIDS OR COMPARABLE VALUATIONS ARE OBTAINED. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DISCLOSURE UWAA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 168,476. MANAGEMENT AND GENERAL EXPENSES 80,830. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 249,306. ADVERTISING: PROGRAM SERVICE EXPENSES 75,622. MANAGEMENT AND GENERAL EXPENSES 3,628. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,250. MARKETING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,064. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,064. FORM 990, PART IX, LINE 10 AND LINE 11F PAYROLL TAX EXPENSE PAYROLL TAX EXPENSE IS INCLUDED WITHIN LINE 9, OTHER EMPLOYEE BENEFITS, AS THE UNIVERSITY OF WASHINGTON ALUMNI ASSOCIATION REIMBURSES THE UNIVERSITY OF WASHINGTON FOR THIS EXPENSE ON A GENERAL PERCENTAGE ALLOCATION BASIS ALONG WITH EMPLOYEE BENEFITS AND PENSION CONTRIBUTIONS. THE AMOUNT ALLOCABLE TO PAYROLL TAXES IS NOT EASILY DETERMINABLE AND THEREFORE NOT SPECIFICALLY DISCLOSED ON PART IX. FORM 990, PART IX, LINE 13 OFFICE EXPENSE THE AMOUNT LISTED AS OFFICE EXPENSE ON LINE 13 INCLUDES THE POSTAGE AND PRINTING RELATED TO THE PUBLICATION OF THE UNIVERSITY OF WASHINGTON MAGAZINE.