2024-04-23T07:10:57-05:00 2023-06-30 351356555 DONOVAN PC 5151 E US HWY 36 AVON IN 46123 990 2022-07-01 270458828 BALL STATE UNIVERSITY ALUMNI ASSOCIATION INC BALL 8884464278 2800 W BETHEL AVE MUNCIE IN 473042619 JEAN KRAMER CROSBY PRESIDENT 7652857057 2024-04-23 1 JEAN KRAMER CROSBY 999009999 0 DAVID W LEMLER CPA CGMA P00378478 3177456411 2024-04-23 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEAN KRAMER CROSBY 2800 W BETHEL AVE MUNCIE IN 473042619 650327 0 X WWW.BSU.EDU/ALUMNI X 2009 IN BALL STATE UNIVERSITY ALUMNI ASSOCIATION, INC. AIMS TO BE AN ADVOCATE FOR ALUMNI, TO ENRICH THEIR LIVES, AND INVOLVE THEM WITH BALL STATE UNIVERSITY. 39 39 0 737 0 0 317200 339115 89093 86382 2428 21439 186265 203391 594986 650327 230362 242559 0 0 0 0 0 0 0 251786 247322 482148 489881 112838 160446 1226998 1474287 67077 153920 1159921 1320367 X THE BALL STATE UNIVERSITY ALUMNI ASSOCIATION EXISTS TO FOSTER AND FULLY REALIZE THE IDEALS AND MISSION OF THE UNIVERSITY. THE ALUMNI ASSOCIATION ENCOURAGES LOYALTY, PARTICIPATION, AND SUPPORT OF THE UNIVERSITY BY INFORMING ALUMNI OF THE ACHIEVEMENTS AND NEEDS OF THEIR ALMA MATER. THE ALUMNI ASSOCIATION ADVANCES THE UNIVERSITY THROUGHOUT THE WORLD AND UNITES ALL ALUMNI IN CLOSER BONDS OF EDUCATION, FELLOWSHIP, TRADITION, AND MUTUAL ASSISTANCE. 0 0 242559 242559 THE ORGANIZATION AWARDS ANNUAL SCHOLARSHIPS TO VARIOUS UNDERGRADUATE GROUPS IN RECOGNITION OF THEIR PARTICIPATION IN ALUMNI RELATED ACTIVITIES, INCLUDING INVOLVEMENT IN CARDINAL CORPS., HOMECOMING ORGANIZATION PARTICIPATION AND OTHER STUDENT-ALUMNI RELATED ACTIVITIES. SCHOLARSHIPS ARE ALSO PROVIDED FOR CHILDREN AND GRANDCHILDREN OF ALUMNI AND FOR GRADUATE AND DOCTORATE STUDENTS BASED ON ACADEMIC ACHIEVEMENT. ITS MISSION IN AWARDING THESE SCHOLARSHIPS IS TO FOSTER ONGOING PARTICIPATION IN ACTIVITIES OF THE UNIVERSITY. 17467 20386 THE MISSION OF HOMECOMING WEEK AND ACTIVITIES IS TO BRING ALUMNI BACK TO CAMPUS, PROVIDE ALUMNI WITH ACTIVITIES TO RECONNECT THEM WITH EACH OTHER AND WITH THE UNICERSITY AND INVOLVE ALUMNI WITH THE UNIVERSITY. 14418 10722 REGIONAL ALUMNI EVENTS SEEK TO PROVIDE OPPORTUNITIES FOR ALUMNI TO RECONNECT WITH EACH OTHER AND WITH THE UNIVERSITY, TO INVOLVE ALUMNI WITH THE UNIVERSITY, AND TO ENRICH THE LIVES OF ALUMNI. 201884 55274 OTHER PROGRAM SERVICES INCLUDE PROGRAM SUCH AS ALUMNI COUNCIL, ALUMNI AWARDS, CONSTITUENT PROGRAMS, PHOTO ID PROGRAM, CAPTAL CAMPAIGN DONATION, AND OTHER PROGRAMS DESIGNED TO ENGAGE ALUMNI AND PROMOTE LOYALTY TO THE UNIVERSITY. 201884 55274 476328 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 0 0 0 0 0 0 0 0 0 0 0 X 39 39 0 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 0 0 1 1 0 IN X X JEAN KRAMER CROSBY 7652857057 2800 W BETHEL AVE MUNCIE IN 47306 MIKE EARLEY CHAIR 1.00 X X 0 0 0 LAURA CAIN VICE CHAIR 1.00 X X 0 0 0 KELLI LAWRENCE PAST CHAIR 1.00 X X 0 0 0 STEPHON JONES SECRETARY 1.00 X X 0 0 0 NICK ZUNIGA TREASURER 1.00 X X 0 0 0 BRIAN GALLAGHER BSU BOARD OF TRUSTEE REP 1.00 X 0 0 0 HENRY O HALL BSU BOARD OF TRUSTEE REP 1.00 X 0 0 0 DWIGHT SMITH FOUNDATION REPRESENTATIVE 1.00 X 0 0 0 DOUG COOK BOARD MEMBER 1.00 X 0 0 0 MICHELE MUSSON BOARD MEMBER 1.00 X 0 0 0 ADAM DRUMMOND BOARD MEMBER 1.00 X 0 0 0 JANET ARIAS-MARTINEX BOARD MEMBER 1.00 X 0 0 0 JAY BRILL BOARD MEMBER 1.00 X 0 0 0 KELLY DOUCET BOARD MEMBER 1.00 X 0 0 0 BRIAN GEISELHART BOARD MEMBER 1.00 X 0 0 0 STEPHON W JONES BOARD MEMBER 1.00 X 0 0 0 JEFFERY DACK BOARD MEMBER 1.00 X 0 0 0 CHELSEA KOLODZIEJ BOARD MEMBER 1.00 X 0 0 0 DOUG MILTENBERGER BOARD MEMBER 1.00 X 0 0 0 JONATHAN SCOTT BOARD MEMBER 1.00 X 0 0 0 MICHELLE SKINNER BOARD MEMBER 1.00 X 0 0 0 CORY SPAULDING BOARD MEMBER 1.00 X 0 0 0 KRISTIN WELLS BOARD MEMBER 1.00 X 0 0 0 BETH SNYDER BOARD MEMBER 1.00 X 0 0 0 NICOLE MARK BOARD MEMBER 1.00 X 0 0 0 JENNA MARTIN BOARD MEMBER 1.00 X 0 0 0 KIM STOUT BOARD MEMBER 1.00 X 0 0 0 JACQUIE DOWNEY BOARD MEMBER 1.00 X 0 0 0 GARY VANCE BOARD MEMBER 1.00 X 0 0 0 BRIAN PARKISON BOARD MEMBER 1.00 X 0 0 0 DREW HOLLOWAY BOARD MEMBER 1.00 X 0 0 0 LYNN WITTY BOARD MEMBER 1.00 X 0 0 0 JUDI SHAFER BOARD MEMBER 1.00 X 0 0 0 TOM GAYDA BOARD MEMBER 1.00 X 0 0 0 KIESHA WARREN-GORDON BOARD MEMBER 1.00 X 0 0 0 JACK HAWORTH BOARD MEMBER 1.00 X 0 0 0 MITCHELL DUDLEY BOARD MEMBER 1.00 X 0 0 0 JEAN KRAMER CROSBY FOUNDATION PRESIDENT 1.00 X 0 255420 0 STEPHEN WACHTMANN EX-OFFICIO, CFO BSUF & BSUAA 1.00 X 0 152337 0 0 407757 0 0 0 1 0 0 39390 299725 339115 ATHLETIC OUTINGS 611710 35371 35371 HOMECOMING 611710 20386 20386 OTHER ALUMNI PROGRAMS 611710 11593 11593 REGIONAL OUTINGS 611710 10722 10722 CONSTITUENT PROGRAM 611710 8310 8310 86382 21439 21439 AIA INSURANCE ROYALTY 611710 93334 93334 AFFINITY CREDIT CARD R 611710 55082 55082 BOE ROYALTY 611710 46429 46429 8546 8546 203391 650327 86382 0 224830 242559 242559 7583 7583 8922 8922 44779 44779 7759 7759 4833 4833 2037 2037 OTHER ALUMNI EVENTS 71943 71943 ALUMNI COUNCIL 40042 40042 ATHELETIC OUTINGS 21300 21300 HOMECOMING 17466 17466 20658 14864 5794 489881 476328 13553 0 276481 72674 940397 1301080 10120 9495 0 91038 1226998 1474287 11872 887 55205 61995 0 91038 67077 153920 X 547826 649190 612095 671177 1159921 1320367 1226998 1474287 160446 0 X X 0 1 X 1 0 X 282491 381989 351801 317200 339115 1672596 282491 381989 351801 317200 339115 1672596 1672596 5393 5307 3655 2428 224830 241613 1914209 0.87380 0.98760 X 0 RIGHT OF USE ASSET - OPERATING LEASE 91038 91038 LEASE LIABILITY - OPERATING LEASE 91038 91038 X 650327 0 650327 0 650327 489881 0 489881 0 489881 PART X, LINE 2: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES REQUIRE BSUAA TO EXAMINE ITS TAX POSITIONS FOR UNCERTAIN POSITIONS. BSUAA IS NOT AWARE OF ANY TAX POSITIONS THAT ARE MORE LIKELY THAN NOT TO CHANGE IN THE NEXT 12 MONTHS, OR THAT WOULD NOT SUSTAIN AN EXAMINATION BY APPLICABLE TAXING AUTHORITIES. BSUAA'S POLICY IS TO RECOGNIZE PENALTIES AND INTEREST AS INCURRED IN ITS STATEMENT OF ACTIVITIES AS A COMPONENT OF OPERATING EXPENSES, AND TOTAL $0 FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. BSUAA'S FEDERAL AND STATE INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE APPLICABLE TAX AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE. 0 BALL STATE UNIVERSITY 2000 WEST UNIVERSITY AVE MUNCIE IN 47306 356000221 242559 0 CASH LEGACY SCHOLARSHIPS TO BALL STATE STUDENTS PART I, LINE 2: THE ORGANIZATION GIVES THESE FUNDS DIRECTLY TO BALL STATE UNIVERSITY. THE RECORDS OF WHO RECEIVES THE FUNDS AS SCHOLARSHIPS IS MAINTAINED BY THE BALL STATE UNIVERSITY FOUNDATION. A COMMITTEE FROM THE ALUMNI COUNCIL OF THE BALL STATE UNIVERSITY ALUMNI ASSOCIATION REVIEWS THE APPLICATIONS AND VERIFIES ELIGIBILITY. THE NUMBER OF RECIPIENTS IS BASED UPON THE AMOUNT OF FUNDS SET ASIDE FOR THESE SCHOLARSHIPS. THE COMMITTEE MAKES RECOMMENDATION AND THE ALUMNI COUNCIL APPROVES THE SELECTIONS. 0 0 0 0 0 0 0 0 0 JEAN KRAMER CROSBY FOUNDATION PRESIDENT 0 255420 0 0 0 0 0 0 0 0 0 255420 0 0 STEPHEN WACHTMANN EX-OFFICIO, CFO BSUF & BSUAA 0 152337 0 0 0 0 0 0 0 0 0 152337 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE BOARD APPROVED REVISIONS TO THE ORGANIZATION'S BYLAWS IN JUNE OF 2023. CHANGES INCLUDE REPLACING THE ELECTED TREASURER ROLE WITH THE CHIEF FINANCIAL OFFICER OF THE FOUNDATION SERVING AS THE EX-OFFICIO NON-VOTING TREASURER OF THE ASSOCIATION, INCLUDING A NON-VOTING EX-OFFICIO ASSISTANT SECRETARY ON THE EXECUTIVE COMMITTEE, ALUMNI CHAPTERS NO LONGER HAVING DIRECT REPRESENTATION ON THE ALUMNI COUNCIL BUT INSTEAD HAVING REPRESENTATION THROUGH THE AT-LARGE POSITIONS, CREATION OF AN ACTIVE FINANCE AND AUDIT COMMITTEE, AND DESIGNATING STANDING COMMITTEES AND AD HOC COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B A THOROUGH REVIEW OF THE FORM 990 AND RELATED SCHEDULES IS PERFORMED BY THE PRESIDENT AND CEO AND THE EXECUTIVE COMMITTEE OF THE ALUMNI COUNCIL. FOLLOWING THIS REVIEW, THE FORM 990 AND SCHEDULES ARE PROVIDED TO THE FULL ALUMNI COUNCIL FOR REVIEW. THE PRESIDENT AND CEO PRESENTS KEY ISSUES TO THE COUNCIL AND ANSWERS QUESTIONS REGARDING FORM 990. THE FORM IS THEN SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE ALUMNI COUNCIL IS REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. UPON DISCLOSURE OF AN INTEREST, THE INTERESTED PERSON LEAVES THE MEETING WHILE A DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON BY THE COUNCIL. THE COUNCIL THEN DETERMINES THE APPROPRIATE ACTION AFTER ANALYZING THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT AND CEO IS PAID BY A RELATED PARTY, BALL STATE UNIVERSITY, AND PAY IS DECIDED THROUGH THE UNIVERSITY'S PROCESS. FORM 990, PART VI, SECTION C, LINE 18 THE BALL STATE UNIVERSITY ALUMNI ASSOCIATION, INC. MAKES GOVERNING DOCUMENTS, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE BALL STATE UNIVERSITY ALUMNI ASSOCIATION, INC. MAKES GOVERNING DOCUMENTS, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES IN THE OVERSIGHT PROCESS. BALL STATE UNIVERSITY 2000 WEST UNIVERSITY AVENUE MUNCIE IN 47306 356000221 PUBLIC STATE UNIVERSITY IN GOVERNMENTAL ENTITY 0 BALL STATE UNIVERSITY FOUNDATION INC 2800 WEST BEHEL AVENUE MUNCIE IN 47304 356024566 SUPPORT BALL STATE UNIVERSITY IN 501(C)(3) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0