2024-03-26T11:17:42-05:00 2023-06-30 560571159 BERNARD ROBINSON & COMPANY LLP 100 E CUMBERLAND STREET DUNN NC 28334 990 2022-07-01 566000469 GENERAL ALUMNI ASSOCIATION DBA UNC GENERAL ALUMNI ASSOCIATION GENE 9199621208 PO BOX 660 CHAPEL HILL NC 275140660 VERONICA M FLASPOEHLER PRESIDENT 9199621208 2024-03-21 1 VERONICA FLASPOEHLER 999009999 0 JOHN M ROBINSON P01281319 9108921021 2024-03-21 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z UNC GENERAL ALUMNI ASSOCIATION VERONICA M FLASPOEHLER PO BOX 660 CHAPEL HILL NC 275140660 9128679 0 X ALUMNI.UNC.EDU X NONPROFIT 1843 NC THE GENERAL ALUMNI ASSOCIATION IS DEDICATED TO THE CONTINUING SERVICE OF OUR UNIVERSITY AND OUR ALUMNI. PROMOTE A SPIRIT OF FELLOWSHIP AND LOYALTY AMONG ALUMNI, PROVIDE A CONTINUOUS FLOW OF INFORMATION ON THE UNIVERSITY AND ENCOURAGE UNITED ALUMNI SUPPORT FOR ADVANCEMENT THROUGH OUR PROGRAMS. 35 34 36 200 862867 137333 1921392 1516116 1694892 2124124 4359660 4822641 982359 619092 8958303 9081973 0 0 0 0 3374404 3615981 0 0 0 2626505 3467414 6000909 7083395 2957394 1998578 121948615 118314670 1649915 1138152 120298700 117176518 X THE GENERAL ALUMNI ASSOCIATION IS DEDICATED TO CONTINUING SERVICE OF OUR UNIVERSITY AND OUR ALUMNI. THROUGH OUR PROGRAMS, THE ASSOCIATION SHALL 1) PROMOTE A SPIRIT OF FELLOWSHIP AND LOYALTY AMONG THE ALUMNI; 2) PROVIDE A CONTINUOUS FLOW OF INFORMATION ON THE PROGRESS AND NEEDS OF THE UNIVERSITY; AND 3) ENCOURAGE UNITED ALUMNI SUPPORT FOR ADVANCEMENT. 0 0 1996881 743054 ALUMNI PROGRAMS, ACTIVITIES AND EVENTS INCLUDING ALUMNI REUNIONS WITH 3,221 ALUMNI ATTENDING; 54 TOURS WITH 706 ALUMNI ATTENDING; 21 ENRICHMENT EVENTS WITH 374 ALUMNI ATTENDING; 18 OUTREACH EVENTS WITH 1,056 ALUMNI ATTENDING; STUDENT PROGRAMS AND EVENTS WITH 5,109 STUDENTS ATTENDING; ATHLETIC SUPPORTED EVENTS WITH 632 ALUMNI ATTENDING; SUPPORT 85 CLUB EVENTS WITH 225 ALUMNI ATTENDING; ALUMNI CAREER ASSISTANCE PROVIDED FOR 391 ALUMNI. 1974841 PRODUCTION AND DISTRIBUTION OF 95 PAGE ALUMNI MAGAZINE BI-MONTHLY TO 57,013 MEMBERS, STUDENTS AND FACULTY WHICH INCLUDES NEWS ABOUT THE UNIVERSITY, ALUMNI ASSOCIATION, INDIVIDUAL ALUMNI AS WELL AS INFORMATION ABOUT ALUMNI PROGRAMS AND ACTIVITIES; PRODUCTION AND MAINTENANCE OF THE ASSOCIATION'S WEBSITE WHICH RECEIVED 582,045 VISITS / VISITORS; AND PRODUCTION AND DISTRIBUTION OF AN ELECTRONIC NEWSLETTER MONTHLY TO 176,794 SUBSCRIBERS. 761488 MEMBERSHIP DEVELOPMENT, BENEFITS AND SERVICES TO PROMOTE ALUMNI PROGRAMS, ACTIVITIES AND PUBLICATIONS TO 20,494 ANNUAL MEMBERS AND 42,814 LIFE MEMBERS INCLUDING 3,543 NEW MEMBERS. 1091024 519001 ALUMNI RECORDS MAINTAINING ARCHIVES AND RECORDS FOR 442,848 ALUMNI INCLUDING 56,341 ADDRESS, NAME, AND INFORMATION CHANGES; PROVIDE REPORTS AND MAILING LABELS FOR ALUMNI PROGRAMS AND ACTIVITIES, UNIVERSITY DEPARTMENTS, AND DEVELOPMENT. 1091024 519001 5824234 1 0 0 1 0 0 0 1 0 1 1 0 1 0 0 1 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 1 0 0 0 1 61 0 1 36 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 35 34 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 0 1 0 0 X STEPHEN C SHAW 9199621208 106 STADIUM DRIVE CHAPEL HILL NC 275140660 DOUGLAS S DIBBERT PRESIDENT 40.00 X X 145085 145085 80490 W LOWRY CAUDILL CHAIR 0.00 X X 0 0 0 DANA E SIMPSON COUNSEL 0.00 X X 0 0 0 PAULA BROWN STAFFORD FIRST VICE CHAIR 0.00 X X 0 0 0 ALGERNON CRUMPLER SECOND VICE CHAIR 0.00 X X 0 0 0 DWIGHT M DAVIDSON III TREASURER 0.00 X X 0 0 0 JOHN ELLIOT DERVIN DIRECTOR AT LARGE 0.00 X 0 0 0 HONORABLE KRISTIN DUTROW BAKER DIRECTOR AT LARGE 0.00 X 0 0 0 MALCOLM LOGAN DIRECTOR AT LARGE 0.00 X 0 0 0 SENATOR TODD JOHNSON DIRECTOR AT LARGE 0.00 X 0 0 0 SARAH PARROTT LATHROP DIRECTOR AT LARGE 0.00 X 0 0 0 LOUIS PATALANO IV DIRECTOR AT LARGE 0.00 X 0 0 0 NATALIE KNORR BEST REPRESENTS NC DISTRICT 0.00 X 0 0 0 GRANT LILES CAMPBELL REPRESENTS NC DISTRICT 0.00 X 0 0 0 BERNADINE ALSTON COBB REPRESENTS NC DISTRICT 0.00 X 0 0 0 ASHLEY PARROTT DUNHAM REPRESENTS NC DISTRICT 0.00 X 0 0 0 STEPHANIE POOLE NIEMAN REPRESENTS NC DISTRICT 0.00 X 0 0 0 DANYA LEFORD VANHOOK REPRESENTS NC DISTRICT 0.00 X 0 0 0 C LEE CONNER REPRESENTS NC DISTRICT 0.00 X 0 0 0 JAMES REUBEN COPLAND IV REPRESENTS NC DISTRICT 0.00 X 0 0 0 MARTHA GABRIEL PECK REPRESENTS NC DISTRICT 0.00 X 0 0 0 CHUCK WALLINGTON REPRESENTS NC DISTRICT 0.00 X 0 0 0 MONICA R CLOUD REPRESENTS OUT OF STATE 0.00 X 0 0 0 KENNETH W EPPS REPRESENTS OUT OF STATE 0.00 X 0 0 0 DAVID WAYNE JERNIGAN REPRESENTS OUT OF STATE 0.00 X 0 0 0 DARRYL JOEL KEITH REPRESENTS OUT OF STATE 0.00 X 0 0 0 JENNELL S MCINTOSH REPRESENTS OUT OF STATE 0.00 X 0 0 0 ROBERT LOUIS WYNN II REPRESENTS OUT OF STATE 0.00 X 0 0 0 CAROLYN GRIFFIN HALL REPRESENTS OUT OF STATE 0.00 X 0 0 0 EUGENE Y LAO REPRESENTS OUT OF STATE 0.00 X 0 0 0 JANET ROACH REPRESENTS OUT OF STATE 0.00 X 0 0 0 RUSSELL DAVID BABB ATHLETIC COUNCIL 0.00 X 0 0 0 SCOTT CARMICHAEL WILLIAM ATHLETIC COUNCIL 0.00 X 0 0 0 CHARLOTTE DANIELE SMITH ATHLETIC COUNCIL 0.00 X 0 0 0 DR ANTHONY G CHARLES FACULTY REPRESENTATIVE 0.00 X 0 0 0 STEPHEN C SHAW VICE PRESIDENT & CHIEF FIN 40.00 X 150678 0 24874 ALLAN HOLMES EDITOR & DIRECTOR OF COMMUNICATIONS 40.00 X 140603 0 11481 436366 145085 116845 3 0 1 0 0 1452148 63968 1516116 UNIVERSITY PROGRAM SUPPORT 561000 640063 640063 PROGRAMS & EVENTS 711300 519332 519332 ALUMNI TOURS 561500 453714 453714 ALUMNI PUBLICATIONS 541800 408355 407677 678 RECORDS MAINTENANCE 541200 102660 102660 2124124 4841487 4841487 521616 521616 96000 0 96000 96000 96000 18846 -18846 -18846 -18846 29336 27860 1476 1476 9081973 1262055 862867 5440935 470400 376320 94080 2322845 2030898 291947 298660 258024 40636 328136 272644 55492 195940 159122 36818 2945 2945 31621 31621 1467 1467 898812 776323 122489 67164 12717 54447 130174 112688 17486 7551 6211 1340 18035 16760 1275 86237 78910 7327 66554 66554 INCOME TAXES 35290 35290 ALUMNI & STUDENT PROGRA 1347486 1171119 176367 MEMBERSHIP 373287 373287 SECURITY 220890 220890 179901 143921 35980 7083395 5824234 1259161 0 7355790 8518703 767740 790932 1080934 1183934 224167 252179 2556596 2352205 184693 204391 112235291 107364531 100000 0 121948615 118314670 1003628 432673 646287 705479 1649915 1138152 X 118981129 114992656 1317571 2183862 120298700 117176518 121948615 118314670 1998578 -5120760 0 X X 0 1 X 1 0 X X 1 THE UNIVERSITY OF NORTH CAROLINA 566001393 5 1 7083395 0 1 7083395 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 1 1 SECTION D, QUESTION 1 HISTORICALLY WE'VE HAD AN UNDERSTANDING WITH OUR SUPPORTED ORGANIZATION, THE UNIVERSITY OF NORTH CAROLINA (UNC), THAT OUR MOST RECENTLY FILED 990S ARE AVAILABLE ANNUALLY AND DIGITALLY (ON GUIDESTAR.COM) AND OUR FORM 990 INCLUDES INFORMATION REGARDING THIS SUPPORT PROVIDED TO UNC DURING THE FISCAL YEAR. FURTHERMORE, WHILE OUR GOVERNING DOCUMENTS HAVE BEEN PREVIOUSLY PROVIDED TO OUR SUPPORTED ORGANIZATION, WE TYPICALLY WOULD ONLY PROVIDE UPDATES IF SOMETHING SIGNIFICANT WERE AMENDED WHICH DID NOT OCCUR THIS FISCAL YEAR. THE PRACTICES NOTED ABOVE HAVE BEEN LONG-STANDING AND CONTINUING IN KEEPING WITH OUR HISTORICALLY CLOSE RELATIONSHIP WHICH IS DESCRIBED FURTHER IN QUESTION 2. SECTION D, QUESTION 2 OUR PRESIDENT IS AN EMPLOYEE OF THE UNIVERSITY OF NORTH CAROLINA (UNC OR SUPPORTED ORGANIZATION) AND HAS A REPORTING RELATIONSHIP TO THE UNIVERSITY'S CHANCELLOR. WHILE WE PERIODICALLY MAY HAVE ONE OR MORE MEMBERS OF OUR GOVERNING BODY WHO ARE ALSO DIRECTORS OR TRUSTEES OF OUR SUPPORTED ORGANIZATION, IT'S THROUGH OUR PRESIDENT'S ROLE AND RELATIONSHIP WITH THE LEADERSHIP TEAM OF OUR SUPPORTED ORGANIZATION, AND OUR ONGOING AND LONG-STANDING RELATIONSHIP WITH UNC, THAT WE HAVE MAINTAINED A RESPONSIVE CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH UNC DURING THIS FILING PERIOD. ADDITIONALLY, ALL OUR INVESTABLE ASSETS ARE INVESTED WITH THE UNIVERSITY'S FOUNDATION; AND ALL OF OUR PROGRAMMING AND ACTIVITIES ARE AIMED AT ALUMNI AND CURRENTLY ENROLLED STUDENTS. FURTHERMORE, AS DESCRIBED IN IRS REG. 1.509(A), WE MEET THE DEFINITION OF A PRE-NOVEMBER 20, 1970 ORGANIZATION (A NOTED EXCEPTION IN REG.) WHICH STATES THAT IN THE CASE OF A SUPPORTING ORGANIZATION THAT WAS SUPPORTING OR BENEFITTING A SUPPORTED ORGANIZATION BEFORE NOVEMBER 20, 1970, ADDITIONAL FACTS AND CIRCUMSTANCES, SUCH AS HISTORIC AND CONTINUING RELATIONSHIP BETWEEN THE ORGANIZATIONS, MAY BE TAKEN INTO ACCOUNT IN FURTHER ESTABLISHING COMPLIANCE WITH THE RESPONSIVENESS TEST. WE WERE ORGANIZED IN 1843 AND HAVE BEEN SUCCESSFULLY SUPPORTING UNC SINCE THAT TIME, AS EVIDENCED BY A VERY LONG-STANDING AND CLOSE RELATIONSHIP BETWEEN OUR TWO ORGANIZATIONS. SECTION D, QUESTION 3 OUR PRESIDENT IS AN EMPLOYEE OF THE UNIVERSITY OF NORTH CAROLINA (UNC OR SUPPORTED ORGANIZATION) AND HAS A REPORTING RELATIONSHIP TO THE UNIVERSITY'S CHANCELLOR. WHILE WE PERIODICALLY MAY HAVE ONE OR MORE MEMBERS OF OUR GOVERNING BODY WHO ARE ALSO DIRECTORS OR TRUSTEES OF OUR SUPPORTED ORGANIZATION, IT'S THROUGH OUR PRESIDENT'S ROLE AND RELATIONSHIP WITH THE LEADERSHIP TEAM OF OUR SUPPORTED ORGANIZATION, AND OUR ONGOING AND LONG-STANDING RELATIONSHIP WITH UNC, THAT WE HAVE MAINTAINED A RESPONSIVE CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH UNC DURING THIS FILING PERIOD. ADDITIONALLY, ALL OUR INVESTABLE ASSETS ARE INVESTED WITH THE UNIVERSITY'S FOUNDATION; AND ALL OF OUR PROGRAMMING AND ACTIVITIES ARE AIMED AT ALUMNI AND CURRENTLY ENROLLED STUDENTS. FURTHERMORE, AS DESCRIBED IN IRS REG. 1.509(A), WE MEET THE DEFINITION OF A PRE-NOVEMBER 20, 1970 ORGANIZATION (A NOTED EXCEPTION IN REG.) WHICH STATES THAT IN THE CASE OF A SUPPORTING ORGANIZATION THAT WAS SUPPORTING OR BENEFITTING A SUPPORTED ORGANIZATION BEFORE NOVEMBER 20, 1970, ADDITIONAL FACTS AND CIRCUMSTANCES, SUCH AS HISTORIC AND CONTINUING RELATIONSHIP BETWEEN THE ORGANIZATIONS, MAY BE TAKEN INTO ACCOUNT IN FURTHER ESTABLISHING COMPLIANCE WITH THE RESPONSIVENESS TEST. WE WERE ORGANIZED IN 1843 AND HAVE BEEN SUCCESSFULLY SUPPORTING UNC SINCE THAT TIME, AS EVIDENCED BY A VERY LONG-STANDING AND CLOSE RELATIONSHIP BETWEEN OUR TWO ORGANIZATIONS. SECTION E, 2A. OUR SUPPORTED ORGANIZATION IS THE UNIVERSITY OF NORTH CAROLINA. WE MAINTAIN THE ALUMNI RECORDS DATABASE WHICH IS REQUIRED FOR THE UNIVERSITY TO BE ACCREDITED. WE PROVIDE AND SUPPORT ALUMNI ACTIVITIES (EX. REUNIONS, TRAVEL PROGRAM, ALUMNI CHAPTERS, ALUMNI DIRECTORY, CAREER ADVISORY SERVICES) THAT THE UNIVERSITY WOULD PROVIDE IF WE DID NOT. SECTION E, 2B. WE MAINTAIN THE ALUMNI RECORDS DATABASE WHICH IS REQUIRED FOR THE UNIVERSITY TO BE ACCREDITED. WE PROVIDE AND SUPPORT ALUMNI ACTIVITIES (EX. REUNIONS, TRAVEL PROGRAM, ALUMNI CHAPTERS, ALUMNI DIRECTORY, CAREER ADVISORY SERVICES) THAT THE UNIVERSITY WOULD PROVIDE IF WE DID NOT. 1467 0 1467 5230069 5231536 411577 102894 0 0 437197 413738 425485 411577 1687997 2531996 32 624 1467 2123 109299 103435 106371 102894 421999 632999 32 624 1467 2123 90121 0 111636520 -423867 -123724 825924 608841 109654164 108458357 52709 4528043 794329 608260 111636520 77290707 226338 32420295 34000 804699 640284 108458357 77139749 178135 1451806 33500 805199 640284 77290707 75019156 267699 5363079 2036000 832758 641427 77139749 0.99000 0.01000 0 0 806283 745449 60834 1660192 1606756 53436 90121 90121 204391 UNCFIF 107364531 F 107364531 X 4007919 -5120760 27860 -5092900 9100819 -18846 -18846 9081973 7617411 534016 534016 7083395 0 7083395 PART III, LINE 4: ORGANIZATION'S ART COLLECTION DISPLAYED FOR THE ENJOYMENT OF MEMBERS AND ALUMNI. PART V, LINE 4: ENDOWMENT FUNDS USED TO SERVICE LIFE MEMBERS, OPERATING CONTINGENCIES AND CAPITAL REPLACEMENT NEEDS. PART X, LINE 2: IT IS THE ASSOCIATION'S POLICY TO EVALUATE ALL TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A MORE-LIKELY-THAN-NOT THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR 2023. ANY CHANGES IN THE AMOUNT OF A TAX POSITION WILL BE RECOGNIZED IN THE PERIOD THE CHANGE OCCURS. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES NETTED IN GROSS REVENUES 27,860. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL INCLUDED IN EXPENSES -18,846. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES NETTED IN GROSS REVENUES 27,860. CURRENT YEAR USE OF DONATED FACILITIES 487,310. LOSS ON DISPOSAL INCLUDED IN EXPENSES 18,846. X 1 1 X X 0 0 0 0 0 0 0 0 0 DOUGLAS S DIBBERT PRESIDENT 145085 145085 0 0 0 0 38622 35546 3161 3161 186868 183792 0 0 STEPHEN C SHAW VICE PRESIDENT & CHIEF FIN 150678 0 0 0 0 0 14418 0 10456 0 175552 0 0 0 ALLAN HOLMES EDITOR & DIRECTOR OF COMMUNICATIONS 140603 0 0 0 0 0 11313 0 168 0 152084 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ALUMNI ASSOCIATION HAS MEMBERS THAT PAY DUES TO RECEIVE BENEFITS FROM THE ASSOCIATION AND ATTEND ASSOCIATION SPONSORED EVENTS. FORM 990, PART VI, SECTION A, LINE 7A EACH YEAR A BALLOT WITH ALL OPEN POSITIONS ON THE GENERAL ALUMNI ASSOCIATION'S BOARD IS SENT TO ALL MEMBERS OF THE ALUMNI ASSOCIATION VIA EMAIL ADDRESSES ON FILE WITH THE ALUMNI ASSOCIATION. PRINTED BALLOTS ARE MAILED BY REQUEST. THE CANDIDATES FOR EACH POSITION ARE IDENTIFIED BY THE NOMINATING COMMITTEE ON THE BOARD AND REPORTED TO THE WHOLE BOARD. ELECTION RESULTS ARE THEN REPORTED BY THE NOMINATING COMMITTEE TO THE WHOLE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE RETURNS ARE PREPARED BY AN OUTSIDE INDEPENDENT ACCOUNTANT WITH INFORMATION PROVIDED BY THE CONTROLLER AND REVIEWED BY THE ASSOCIATION'S VICE PRESIDENT AND CHIEF FINANCIAL OFFICER. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENT. FORM 990, PART VI, SECTION B, LINE 15A ANNUAL PERFORMANCE EVALUATION CONDUCTED BY THE BOARD'S PERSONNEL COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE GENERAL ALUMNI ASSOCIATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST OR VERBAL REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES WERE MADE IN THE CURRENT FISCAL YEAR. THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 205 KENAN CENTER CAMPUS BOX 3490 CHAPEL HILL NC 27599 566001393 EDUCATION NC 501(C)(3) LINE 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0