2025-02-25T07:25:48-06:00 2024-06-30 251467156 SISTERSON & CO LLP 501 GRANT STREET SUITE 450 PITTSBURGH PA 15219 990 2023-07-01 251753112 INDIANA UNIVERSITY OF PENNSYLVANIA - ALUMNI ASSOCIATION INC INDI 7243577942 BREEZEDALE ALUMNI CTR 880 SCHOOL S INDIANA PA 15705 LESLIE PURSER PRESIDENT 7243577942 2025-02-24 1 0 KIMBERLEY A MILLER P01324554 4122812025 2023 2025-03-06 01:10:19Z OFFICE OF ALUMNI AND CONSTITUENT ENGAGEMENT LESLIE PURSER BREEZEDALE ALUMNI CTR 880 SCHOOL ST INDIANA PA 15705 311866 0 X HTTPS://WWW.IUP.EDU/ALUMNI/ASSOCIATION X 1987 PA THE ALUMNI ASSOCIATION CREATES AND ENRICHES RELATIONSHIPS TO ENGAGE CURRENT AND FUTURE ALUMNI IN THE ADVANCEMENT OF IUP. 15 15 0 49 0 0 10496 2400 0 0 120158 303800 11091 5666 141745 311866 0 500000 0 0 0 0 0 0 0 176352 195632 176352 695632 -34607 -383766 6672876 6920337 100000 333333 6572876 6587004 THE ALUMNI ASSOCIATION CREATES AND ENRICHES RELATIONSHIPS TO ENGAGE CURRENT AND FUTURE ALUMNI IN THE ADVANCEMENT OF IUP. 0 0 576391 500000 TO SUPPORT THE OFFICE OF ALUMNI AND FRIENDS WITHIN INDIANA UNIVERSITY OF PENNSYLVANIA IN THEIR EFFORTS TO CONDUCT ACTIVITIES THAT ENGAGE ALUMNI IN THE LIFE OF THE UNIVERSITY TO HELP SUPPORT STUDENT RECRUITMENT, STUDENT ACHIEVEMENT AND TO ADVANCE THE UNIVERSITY. 576391 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X ASST VICE PRESIDENT OFFICE OF ALUMNI AND CONSTITUENT ENGAGEMENT 7243577942 BREEZEDALE ALUMNI CENTER 880 SCHOOL INDIANA PA 15705 X LESLIE PURSER PRESIDENT 5.00 X X 0 0 0 DEBRA EVANS SMITH VICE PRESIDENT 5.00 X X 0 0 0 CHRISTINA STEFFY TREASURER 5.00 X X 0 0 0 LISA SCHLOSSER SECRETARY 5.00 X X 0 0 0 KEVIN BAILEY DIRECTOR 1.00 X 0 0 0 KATHIE BASEHORE DIRECTOR 1.00 X 0 0 0 GEORGE KELLY DIRECTOR 1.00 X 0 0 0 MARC HUTZELL DIRECTOR 1.00 X 0 0 0 SARA LAWER DIRECTOR 1.00 X 0 0 0 HEATHER REED DIRECTOR 1.00 X 0 0 0 AARON FELTER DIRECTOR 1.00 X 0 0 0 CHAD JURICA DIRECTOR 1.00 X 0 0 0 MARY MORGAN DIRECTOR 1.00 X 0 0 0 SCOTT RHOADES DIRECTOR 1.00 X 0 0 0 EMILY SMELTZ DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 2400 2400 165908 165908 5666 5666 137892 0 137892 137892 137892 311866 0 0 309466 500000 500000 55155 55155 1745 1745 16300 16300 76391 76391 6195 6195 ALUMNI EVENTS 39681 39681 MEMBERSHIPS 165 165 695632 576391 119241 0 0 0 6672876 6920337 6672876 6920337 100000 333333 100000 333333 X 6572876 6587004 6572876 6587004 6672876 6920337 -383766 397894 0 X 0 1 X 1 0 X 525 1300 1560 10496 2400 16281 75036 71178 96796 201240 211019 655269 75561 72478 98356 211736 213419 671550 671550 168548 198047 189857 200669 171574 928695 1600245 0.41970 0.33070 X 0 DEPOSITS HELD IN TRUST BY THE FOUNDATION FOR INDIANA UNIV. OF PENNSYLVANIA 6920337 6920337 X 921140 397894 211380 609274 311866 0 311866 907012 211380 211380 695632 0 695632 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ASSOCIATION EVALUATES TAX POSITIONS FOR RECOGNITION BY DETERMINING WHETHER EVIDENCE INDICATES THAT IT IS MORE LIKELY THAN NOT THAT A POSITION WILL BE SUSTAINED IF EXAMINED BY TAXING AUTHORITIES. AS OF JUNE 30, 2024 AND 2023, THE ASSOCIATION IS UNAWARE OF ANY UNRECOGNIZED TAX BENEFITS OR UNCERTAIN TAX POSITIONS. THE ASSOCIATION'S TAX RETURNS FOR THE TAX YEARS 2021 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 1 THE FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA (IUP) 1011 SOUTH DRIVE INDIANA PA 15705 256087074 501(C)(3) 500000 0 TO SUPPORT THE PROPOSED COLLEGE OF OSTEOPATHIC MEDICINE AT IUP. PART I, LINE 2: THE INDIANA UNIVERSITY OF PENNSYLVANIA ALUMNI ASSOCIATION WILL SUBMIT THE ANNUAL TRANSFER FOR THE FUNDS TO THE FOUNDATION FOR IUP AS PLEDGED TOWARDS THE PROPOSED COLLEGE OF OSTEOPATHIC MEDICINE AND WILL RECEIVE CONFIRMATION FROM THE FOUNDATION THAT THE FUNDS HAVE BEEN USED FOR THEIR INTENDED PURPOSE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED VIA E-MAIL TO ALL BOARD MEMBERS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C POLICIES ARE MONITORED ON AN ONGOING BASIS BY THE ASSOCIATION'S ASSISTANT VICE PRESIDENT OF ALUMNI AND CONSTITUENT ENGAGEMENT AND BY THE BOARD OF DIRECTORS. THE ASSOCIATION'S GOVERNANCE COMMITTEE ALSO CONDUCTS AN ANNUAL REVIEW TO ENSURE THAT ALL POLICIES ARE ENFORCED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE ON FILE IN THE OFFICE OF ALUMNI AND CONSTITUENT ENGAGEMENT AND ALL MEETINGS ARE HELD IN PUBLIC. SCHEDULE A, PART II, LINE 3 IN CALCULATING THE TOTAL SUPPORT TO BE INCLUDED ON LINE 3 FOR THE YEAR ENDED 6/30/24, IT WAS DETERMINED THERE WAS ADDITIONAL SUPPORT FOR THE YEAR ENDED 6/30/23 THAT WERE INADVERTENTLY NOT INCLUDED. THEREFORE, THE AMOUNT ON LINE 3 FOR THE YEAR ENDED 6/30/23 WAS UPDATED FROM $98,489 TO $201,240 TO BE CONSISTENT WITH THE CALCULATION OF THE TOTAL SUPPORT FOR THE YEAR ENDED 6/30/24. INDIANA UNIVERSITY OF PENNSYLVANIA SOUTH DRIVE INDIANA PA 15705 251470695 SUPPORT TO INDIANA UNIVERSITY OF PENNSYLVANIA PA 115 0 THE FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA 1011 SOUTH DRIVE INDIANA PA 15705 256087074 PAYMENT OF MANAGEMENT FEES FOR DEPOSITS HELD IN TRUST BY THE FOUNDATION PA 501(C)(3) LINE 5 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA AND IUP B 576391 COLLEGIATE SUPPORT FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA M 55155 % OF FUNDS MANAGED INDIANA UNIVERSITY OF PENNSYLVANIA (IUP) O 98078 % OF TIME INDIANA UNIVERSITY OF PENNSYLVANIA (IUP) N 112941 % OF SQUARE FOOTAGE/CONTRACT AMT.