2024-11-04T12:16:57-06:00 2023-12-31 481243147 CHRISTOPHER J CLAIR CPA PA 6409 GLADSTONE DRIVE SHAWNEE KS 66218 990 2023-01-01 237204109 ASSOCIATION OF COLLEGE AND UNIVERSITY AUDITORS ASSO 2022169623 1120 20TH STREET NW SUITE 750 WASHINGTON DC 20036 EULONDA WHITMORE CURRENT TREASURER 2022169623 2024-11-04 1 0 CHRISTOPHER J CLAIR P00218187 9132442521 2024-11-04 2023 2024-10-15 13:58:12Z MELISSA HALL 1120 20TH STREET NW SUITE 750 WASHINGTON DC 20036 1194987 0 X www.acua.org X 1984 AL ACUA'S MISSION IS TO ADVANCE THE PRACTICE OF INTERNAL AUDITING AND PROMOTE THE RECOGNITION OF INTERNAL AUDITING IN HIGHER EDUCATION. 9 9 0 50 3763 0 233587 208092 602565 751172 8631 25055 0 0 844783 984319 0 0 0 0 0 0 0 0 0 1056036 1034722 1056036 1034722 -211253 -50403 687174 728444 190757 248450 496417 479994 X ACUA'S MISSION IS TO ADVANCE THE PRACTICE OF INTERNAL AUDITING AND PROMOTE THE RECOGNITION OF INTERNAL AUDITING IN HIGHER EDUCATION. 0 0 485406 534899 THE ANNUAL CONFERENCE/AUDITCON PROVIDES HIGH QUALITY, AFFORDABLE PROFESSIONAL DEVELOPMENT AND TRAINING FOR INTERNAL AUDITORS OF HIGHER EDUCATION. ADDITIONALLY, THE CONFERENCE ALLOWS MEMBERS TO SHARE INFORMATION REGARDING THE PROFESSIONAL PRACTICE OF INTERNAL AUDITORS SPECIFICALLY RELATED TO HIGHER EDUCATION. 195477 155001 THE MIDYEAR/AUDIT INTERACTIVE CONFERENCE PROGRAM PROVIDES INTENSIVE TRAINING ON SELECTED TOPICS OF CURRENT INTEREST TO INTERNAL AUDITORS OF HIGHER EDUCATION. 68335 57509 OTHER PROGRAMS, WEBINARS AND EXTERNAL OUTREACH ACUA PUBLISHES THE PROFESSIONAL JOURNAL "COLLEGE & UNIVERSITY AUDITORS" TO ITS MEMBERS THREE TIMES A YEAR AS WELL AS THE RESULTS OF BEST PRACTICES TRIENNIAL SURVEY AND ZOOMERANG/MEMBERSHIP SURVEY. THE JOURNAL ALSO SERVES TO ENCOURAGE AND FACILITATE RESEARCH AND PUBLICATIONS RELATED TO INTERNAL AUDITING IN HIGHER EDUCATION. THESE AND OTHER ONLINE PROFESSIONAL TOOLS PROVIDE EDUCATIONAL MATERIALS AND LEARNING OPTIONS TO ITS MEMBERS. 749218 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 0 1 1 0 0 0 0 0 0 0 0 0 X 9 9 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X BOSTROM 3126440828 35 E WACKER DR STE 850 CHICAGO IL 60601 X BRIAN DANIELS IMMEDIATE PAST PRESIDENT 15.00 X X 0 0 0 MELISSA HALL PRESIDENT 15.00 X X 0 0 0 MARION CANDREA VICE PRESIDENT 10.00 X X 0 0 0 CHRIS WALKER TREASURER 10.00 X X 0 0 0 LAURA BUCHHORN MEMBER AT LARGE 2.00 X 0 0 0 JANA CLARK MEMBER AT LARGE 2.00 X 0 0 0 EULONDA WHITMORE MEMBER AT LARGE 2.00 X 0 0 0 KARA KEARNEY-SAYLOR MEMBER AT LARGE 2.00 X 0 0 0 DEIDRE MELTON MEMBER AT LARGE 2.00 X 0 0 0 0 0 0 0 0 0 0 BOSTROM 35 E WACKER DR SUITE 850 CHICAGO IL 60601 MANAGEMENT AND STAFF SUPPORT SERVICES 370279 LOEWS MIAMI BEACH HOTEL 1601 COLLINS AVENUE MIAMI BEACH FL 33139 ANNUAL/AUDITCON CONFERENCE 290952 2 208092 208092 ANNUAL/AUDITCON CONFER 611710 534899 534899 MIDYEAR/AUDIT INTER CO 611710 155001 155001 STRATEGIC PARTNERSHIP 611710 57000 57000 ELECTRONIC AND PRINT M 900099 3763 3763 509 509 751172 7271 7271 228452 210668 17784 17784 17784 984319 747409 3763 25055 X 283654 95654 188000 19216 19216 39625 39625 19065 19065 19002 19002 21030 21030 16555 16555 592909 592909 3279 3279 CREDIT CARD PROCESSING/ 10814 10814 CONNECT ACUA 8206 8206 AWARDS 1030 1030 ANNUAL REPORT FEES 325 325 12 12 1034722 749218 285504 0 41354 255746 9750 881 44209 35920 591861 435897 687174 728444 80125 28032 110632 220418 190757 248450 X 496417 479994 496417 479994 687174 728444 -50403 33980 0 X X 0 1 X 1 0 X 905436 452310 593363 829115 955501 3735725 905436 452310 593363 829115 955501 3735725 0 0 0 3735725 8189 14579 60566 8631 25055 117020 9538 3588 5573 7037 3763 29499 17727 18167 66139 15668 28818 146519 923163 470477 659502 844783 984319 3882244 0.96230 0.96350 0.03770 0.03650 X 0 MORGAN STANLEY MUTUAL FUNDS 435897 F 435897 X 1018299 33980 33980 984319 0 984319 1034722 0 1034722 0 1034722 Part X, Line 2: ACUA HAS NO MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE FINANCIAL STATEMENTS UNDER ASC TOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. Form 990, Part VI, Section A, line 3 ACUA HAS CONTRACTED WITH BOSTROM TO PERFORM MANAGEMENT SERVICES. ALL MAJOR DECISIONS REGARDING THE ORGANIZATION'S MISSION, GOALS AND ACTIVITIES ARE DETERMINED BY THE BOARD OF DIRECTORS. Form 990, Part VI, Section A, line 6 ACUA HAS APPROXIMATELY 2,000 MEMBERS. Form 990, Part VI, Section A, line 7a ACUA SENDS OUT A CALL FOR OFFICER NOMINATIONS ONCE PER YEAR. THE NOMINATION COMMITTEE COMPILES A NOMINATION SLATE FOR MEMBERS TO VOTE ON THROUGH AN ONLINE ELECTRONIC VOTING PROCESS. Form 990, Part VI, Section B, line 11b THE FORM 990 TAX RETURN IS PREPARED BY AN OUTSIDE ACCOUNTANT AND IS THEN REVIEWED BY THE TREASURER WHO CONSULTS WITH THE EXECUTIVE COMMITTEE AS NEEDED. PRIOR TO FILING WITH THE IRS, A COPY IS MADE AVAILABLE TO THE ENTIRE BOARD. Form 990, Part VI, Section B, line 12c UPON TAKING APPOINTMENT, EACH NEW BOARD MEMBER, COMMITTEE CHAIR OR KEY VOLUNTEER COMPLETES THE CONFLICT OF INTEREST FORM. THE FORMS ARE REVIEWED AND KEPT ON FILE IN THE EXECUTIVE OFFICE. Form 990, Part VI, Section C, line 19 ACUA'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part IX, line 11g MEMBER SERVICES SUPPORT FEES: Program service expenses 37768. Management and general expenses 0. Fundraising expenses 0. Total expenses 37768. EXTERNAL OUTREACH: Program service expenses 1857. Management and general expenses 0. Fundraising expenses 0. Total expenses 1857. Form 990, Part IX, line 24e MISCELLANEOUS: Program service expenses 0. Management and general expenses 12. Fundraising expenses 0. Total expenses 12. FORM 990, PART XII, LINE 2C: NO CHANGES HAVE BEEN MADE TO THE BOARD'S REVIEW/OVERSIGHT PROCEDURES OF THE AUDITED FINANCIAL STATEMENTS THAT WERE IN PLACE IN THE PREVIOUS YEAR.