2025-02-26T10:35:23+00:00 2024-06-30 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990 2023-07-01 237056162 INDIANA UNIVERSITY ALUMNI ASSOCIATION INC INDI 8128556305 1000 EAST 17TH STREET BLOOMINGTON IN 47408 Sarah Ann Pike Executive Director of Finance 8128556305 2025-02-26 true true Nicole Fishback P01279475 3173834000 2025-05-15 2023 2025-03-06 01:10:19Z PATRICIA J RIVEIRE 1000 EAST 17TH STREET BLOOMINGTON IN 47408 14176605 false X WWW.ALUMNI.INDIANA.EDU X 1969 IN IDENTIFY AND INVOLVE MORE THAN 750,000 ALUMNI TO SERVE INDIANA UNIVERSITY AND EACH OTHER. 14 13 55 964 171944 0 7891979 8371699 1109889 993547 1077541 1150805 764242 610221 10843651 11126272 1800331 1794025 0 5063080 5102721 0 84218 3934535 3251530 10797946 10148276 45705 977996 30909102 33332242 334655 997472 30574447 32334770 THE INDIANA UNIVERSITY ALUMNI ASSOCIATION ACTIVATES AND SUPPORTS THE GLOBAL ALUMNI NETWORK- ENCOURAGING ALUMNI TO GROW A LIFELONG CONNECTION WITH INDIANA UNIVERSITY, AND INSPIRING THEIR ONGOING GENEROSITY TOWARD EACH OTHER AND THE UNIVERSITY. false false 9261461 1794025 824867 PROVIDE PROGRAMS, ACTIVITIES, COMMUNICATIONS, AND SERVICES TO GENERAL ALUMNI BODY, ALUMNI COMMUNITIES, CONSTITUENT SOCIETIES AND AFFILIATE GROUPS. PARTICULARLY FOCUSED ON PROVIDING CAREER AND PROFESSIONAL DEVELOPMENT AND PERSONAL DEVELOPMENT OPPORTUNITIES IN PROGRAMMING, NETWORKING, AND CONTENT. 9261461 true true false true false false false false true true true false true false false true false false false true false false false true false false true false true false false false false false false false false true false false false false false false false false true X 55 0 true 55 true true true false false false false true true false false false false false false X 14 13 false false true false false true false true true false true true true true true true true true true true false IN X X SARAH A PIKE 8128556305 1000 E 17TH STREET BLOOMINGTON IN 47408 DAWN WHITEHEAD CHAIR ELECT 10.0 0.0 X X 0 0 0 JEANNIE SAGER IMMEDIATE PAST CHAIR 10.0 0.0 X X 0 0 0 MARTIN VARGAS CHAIR 10.0 0.0 X X 0 0 0 PATRICIA RIVEIRE CHIEF EXECUTIVE OFFICER 40.0 0.0 X X 149211 0 21348 SHELLEY RAPER TREASURER 10.0 0.0 X X 0 0 0 SHONTRAI IRVING SECRETARY 10.0 0.0 X X 0 0 0 YUNG NGUYEN VICE CHAIR 10.0 0.0 X X 0 0 0 CINDY STONE MEMBER 10.0 0.0 X 0 0 0 KATELYN KING STUDENT REPRESENTATIVE 10.0 0.0 X 0 0 0 KYLE KING MEMBER 10.0 0.0 X 0 0 0 MARY SUSAN BUHNER MEMBER 10.0 0.0 X 0 0 0 MAUTRICE MERIWEATHER MEMBER 10.0 0.0 X 0 0 0 SANDY SEARCY MEMBER 10.0 0.0 X 0 0 0 SHISHIR DESHPANDE MEMBER 10.0 0.0 X 0 0 0 SARAH PIKE EXECUTIVE DIRECTOR OF FINANCE 40.0 0.0 X 105376 0 38287 254587 0 59635 2 false true true IU Foundation 1500 N State Road 46 Bypass Bloomington IN 47408 Marketing, technology, data, legal services, chief alumni officer. 1784208 1 8801 8362898 811817 8371699 OTHER PROGRAM REVENUE 561520 821603 821603 TOURS 561500 171944 171944 0 0 0 0 993547 1148777 1148777 439461 439461 0 0 2963140 2000 2963112 0 28 2000 2028 2028 182851 8801 85450 97401 97401 5035 1771 3264 3264 ADVERTISING INCOME 900099 70095 70095 0 0 0 0 70095 11126272 824867 171944 1757762 1794025 1794025 314222 314222 4788499 4234300 503961 50238 7200 7200 52120 52120 27761 27761 738915 738915 0 0 262077 221752 27582 12743 95275 74079 10027 11169 26680 23872 2808 82794 82794 344721 307983 36280 458 1225972 1089355 129026 7591 243286 241267 2019 54695 48939 5756 Training 62378 62378 Dues and Subscriptions 26948 26948 Other 708 632 76 0 0 0 0 10148276 9261461 802597 84218 905 905 890288 1906177 528997 303295 0 0 0 0 26342 29110 111501 127616 7038172 5430945 1024625 1607227 10471945 11613362 13327929 13058034 0 4526570 4686516 30909102 33332242 305566 922242 29089 75230 0 0 0 0 334655 997472 X 25575418 27378187 4999029 4956583 30574447 32334770 30909102 33332242 X 977996 648030 134297 X false true X true false X 7654887 7633381 7604486 7891979 8371699 39156432 0 0 7654887 7633381 7604486 7891979 8371699 39156432 0 39156432 1669361 1543808 1504072 1701701 1588238 8007180 11602 1484 13086 189621 105526 120403 118653 70095 604298 47780996 4474064 0.8195 0.8168 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - ADVERTISING INCOME, COLUMN A - 189621.0, COLUMN B - 105526.0, COLUMN C - 120403.0, COLUMN D - 118653.0, COLUMN E - 70095.0, COLUMN F - 604298.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 10064058 10064058 653203 0 163301 0 0 595690 616933 683971 653203 2549797 3824696 0 0 0 148923 154233 170993 163301 637450 956174 0 0 0 Schedule C, Part II-A, Line 1d, Column (a) LOBBYING ACTIVITIES: ALL LOBBYING ACTIVITES, WHICH WERE COMPRISED OF VARIOUS PROGRAMS PRESENTED BY HOOSIERS FOR HIGHER EDUCATION, A GRASSROOTS HIGHER EDUCATION ADVOCACY ORGANIZATION, CEASED IN FISCAL YEAR 2019. 61833 910 3574 66317 59894 765 1174 61833 58359 1290 245 59894 52962 463 14168 9234 58359 1103938 2170 84274 1064934 72486 52962 0.66 0.34 true false 6477782 4999826 1477956 560390 431119 129271 1607227 ALTERNATIVE INVESTMENTS 13058034 F 13058034 BENEFICIAL INTEREST OF PERPETUAL TRUSTS 4686516 4686516 11909759 648030 0 0 136068 784098 11125661 611 0 611 11126272 10149436 1771 1771 10147665 611 0 611 10148276 Schedule D, Part X ASC 740 DISCLOSURE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds THERE ARE 3 SMALL ENDOWMENT ACCOUNTS THAT SUPPORT SPECIFIC STUDENT AND ALUMNI PROGRAMMING INITIATIVES. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Cost of Goods Sold - 1771 Change in Value of Perpetual Trust - 134297 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Cost of Goods Sold - 1771 East Asia and the Pacific 0 0 Program Services Alumni Relations 8298 Europe (Including Iceland and Greenland) 0 0 Program Services Alumni Relations 9094 Middle East and North Africa 0 0 Program Services Alumni Relations 19362 North America (Canada & Mexico only) 0 0 Program Services Alumni Relations 37718 South America 0 0 Program Services Alumni Relations 5823 South Asia 0 0 Program Services Alumni Relations 65377 0 0 0 0 0 0 145672 0 145672 false false false false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual IUSB Night of the Titans 66100 0 66100 0 0 0 28586 0 8647 Kelley MBA Gala 23700 0 23700 0 0 0 0 0 581 10 101852 8801 93051 0 0 4627 10657 689 31663 191652 8801 182851 0 0 4627 39243 689 40891 85450 97401 true Indiana University 107 S Indiana Ave Bloomington IN 47405 356001673 501(c)(3) 1794025 Scholarships 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. The IUAA sends the funding to Indiana University to support scholarships. IU distributes these funds to pay for scholarships awarded by IU. IU provides a confirmation annually that the scholarships were awarded. X true true X false false false false false false false false false PATRICIA RIVEIRE CHIEF EXECUTIVE OFFICER 91517 0 0 0 57694 0 11667 0 9681 0 170559 0 0 0 Schedule J, Part I, Line 1a Travel for companions SINCE 1997, INDIANA UNIVERSITY POLICY HR-02-140 HAS AUTHORIZED THE CHANCELLOR OF A CAMPUS, A VICE PRESIDENT, THE PROVOST OR IU ALUMNI ASSOCIATION CEO TO APPOINT HIS OR HER SPOUSE AS AN ASSOCIATE TO THEIR RESPECTIVE POSITION, SUBJECT TO THE APPROVAL OF THE IU SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER. THIS IS A NON-SALARIED POSITION THAT PERMITS THE ASSOCIATE TO TRAVEL, BE ELIGIBLE FOR WORKMAN'S COMPENSATION INSURANCE, RECEIVE AN INDIANA UNIVERSITY IDENTIFICATION CARD, AND BE PROVIDED OTHER RESOURCES HELPFUL WHEN WORKING ON OFFICIAL UNIVERSITY OR ASSOCIATION BUSINESS. THIS IS A NON-TAXABLE BENEFIT. THE FULL POLICY IS AVAILABLE ONLINE AT: POLICIES.IU.EDU/POLICIES/HR-02-140-ASSOCIATE-CHANCELLOR-VICE-PRESI DENT-PROVOST-IU-ALUMNI-ASSOCIATION PRESIDENT/INDEX.HTML Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE ORGANIZATION DOES NOT SET THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER OF IUAA. INSTEAD, THE PRESIDENT OF INDIANA UNIVERSITY FOUNDATION RECOMMENDS A SALARY RATE TO INDIANA UNIVERSITY FOUNDATION HUMAN RESOURCES LEADER WHO REVIEWS MARKET DATA AND OTHER EQUITY WITHIN IU FOUNDATION STAFF. Schedule J, Part II Compensation from Unrelated Organization Name of Unrelated Organization: Indiana University Names and Amounts Receiving Compensation: (A) Name (B)Reportable Compensation (C) Other Compensation (A) Patricia Riveire (B) 149,211 (C) 21,348 X Fire Alarm System 1 185955 Cost X Elevator Replacement 1 259000 Cost X Accessibility Chair Lift 1 23975 Cost X Boilers & Humidifiers 1 340783 Cost X Other Property 1 2104 Cost false true true Schedule M, Part I Number of Contributors Indiana University Alumni Association Reports the number of contributors in column (B) Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions THE INDIANA UNIVERSITY FOUNDATION PROCESSES ALL NONCASH GIFTS THAT ARE RECEIVED BY INDIANA UNIVERSITY ALUMNI ASSOCIATION, INC. Form 990, Part V, Line 2a EMPLOYEES REPORTED ON FORM W-3 INDIANA UNIVERSITY PREPARES AND MAINTAINS THE PAYROLL RECORDS FOR INDIANA UNIVERSITY ALUMNI ASSOCIATION'S EMPLOYEES UNDER A REIMBURSEMENT PLAN. Form 990, Part VI, Line 4 Significant changes to organizational documents IUAA Bylaws and Articles of Incorporation were amended on 6/22/24 to reflect the retirement of the membership program and the subsequent board election process. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body VOLUNTEERS IN THE ALUMNI ASSOCIATION MAY NOMINATE, RUN, OR VOTE IN THE ELECTION. THE ELECTION IS FOR BOARD AND EXECUTIVE COUNCIL. BOTH BODIES VOTE ON GOVERNANCE ITEMS, LIKE BYLAWS CHANGES. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FINANCE COMMITTEE REVIEWS THE FORM 990 AND THEN PRESENTS THE FORM 990 TO THE BOARD FOR THEIR REVIEW AND ACCEPTANCE PRIOR TO FILING. THE FORM 990 IS ALSO REVIEWED BY AN INDEPENDENT ACCOUNTANT. Form 990, Part VI, Line 12c Conflict of interest policy ANNUALLY THE OFFICERS AND KEY EMPLOYEES ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST. THESE DISCLOSURES ARE COLLECTED, REVIEWED, AND INVESTIGATED BY THE DIRECTOR OF GOVERNANCE. THE DIRECTOR OF GOVERNANCE REPORTS AS NECESSARY ANY CONFLICTS OF INTEREST TO THE CHAIR OF THE FINANCE COMMITTEE. IF A BOARD MEMBER HAS A CONFLICT, HE OR SHE WOULD ABSTAIN FROM DISCUSSION AND VOTING IN THAT AREA. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS SET BY THE PRESIDENT OF THE INDIANA UNIVERSITY FOUNDATION ON AN ANNUAL BASIS. THE CHIEF EXECUTIVE OFFICER'S SALARY WAS LAST REVIEWED IN MAY 2024. COMPENSATION FOR KEY EMPLOYEES/POSITIONS ARE ORIGINALLY SET BASED UPON A REVIEW BY INDIANA UNIVERSITY AND IUAA HR. ANNUAL SALARY INCREASES ARE REVIEWED BY THE CHIEF EXECUTIVE OFFICER, THE DIRECTOR OF HUMAN RESOURCES, AND THE EXEC DIRECTOR OF FINANCE AND ULTIMATELY SET BY THE CHIEF EXECUTIVE OFFICER WITHIN THE ACCEPTABLE RANGE OF INCREASES AS DETERMINED BY INDIANA UNIVERSITY. Form 990, Part VI, Line 15b Process to establish compensation of other employees Same as above. Form 990, Part VI, Line 19 Required documents available to the public INSTRUCTIONS FOR GETTING THE CONSTITUTION AND BYLAWS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. INSTRUCTIONS FOR GETTING THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. Form 990, Part IX, Column (A) Lines 7-10, Employee Compensation THE INDIANA UNIVERSITY ALUMNI ASSOCIATION REIMBURSES INDIANA UNIVERSITY FOR EXPENSES RELATED TO SALARIES & WAGES, PENSION PLAN CONTRIBUTIONS, OTHER EMPLOYEE BENEFITS, AND PAYROLL TAXES FOR IUAA'S EMPLOYEES, BUT DOES NOT MAINTAIN A SPECIFIC BREAKOUT OF THESE EXPENSES. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN VALUE OF PERPETUAL TRUST - 134297;