2026-03-23T16:24:32-05:00 2025-06-30 640575804 T E LOTT & COMPANY CPA'S PO BOX 80282 STARKVILLE MS 397590282 990 2024-07-01 646035311 MISSISSIPPI STATE UNIVERSITY ALUMNI ASSOCIATION MISS 6623257000 POST OFFICE DRAWER AA MISSISSIPPI STATE MS 39762 JEFF DAVIS EXECUTIVE DIRECTOR 6623257000 2026-03-23 1 0 KATHERINE W LITTLE CPA P01022250 6623231234 2026-03-23 2024 2025-03-06 01:10:19Z JEFF DAVIS PO DRAWER AA MISSISSIPPI STATE MS 39762 2620135 0 5984 X WWW.ALUMNI.MSSTATE.EDU X 1947 MS THE MSU ALUMNI ASSOCIATION ACTIVATES AND SUPPORTS THE BULLDOG FAMILY, ENCOURAGING ALUMNI, STUDENTS, AND FRIENDS TO GROW A LIFELONG CONNECTION WITH MISSISSIPPI STATE UNIVERSITY AND INSPIRE THEIR ONGOING SUPPORT TOWARD EACH OTHER AND THE UNIVERSITY. 33 0 11 0 0 0 1397821 1565929 0 0 30147 55731 983146 998475 2411114 2620135 0 0 0 0 686948 708078 0 0 0 1637059 1830121 2324007 2538199 87107 81936 3179103 3575234 235987 301768 2943116 3273466 TO PROMOTE ANNUAL GIVING TO PROVIDE FUNDS FOR SERVICES TO MISSISSIPPI STATE UNIVERSITY ALUMNI. 0 0 610924 COMMUNICATIONS TO INFORM ALUMNI OF UNIVERSITY ACTIVITIES AND ALUMNI SUPPORT FUNDS 442496 HOMECOMING AND SIMILAR ACTIVITIES ON CAMPUS. ALUMNI MEETINGS WITHIN AND OUTSIDE MISSISSIPPI 805465 ALUMNI RECOGNITION AND RELATIONS WITH OTHER UNIVERSITIES AND STUDENT RECRUITMENT/STUDENT SERVICES 1858885 1 1 0 0 0 0 0 0 0 0 1 0 0 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 30 0 1 11 1 1 1 0 0 0 0 0 0 0 0 0 X 33 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 MS X JOSEPH IUPE 6623253327 POST OFFICE DRAWER AA MISSISSIPPI STATE MS 39762 JEFF DAVIS EXECUTIVE DIRECTOR 40.00 X 209474 0 31915 DEBORAH BURWELL VICE PRESIDENT 0.00 X X 0 0 0 TERRI RUSSELL NATIONAL PRESIDENT 0.00 X X 0 0 0 RILEY NELSON NATIONAL TREASURER 0.00 X X 0 0 0 BELVIA GIACHELLI MS NORTH 2 REGION DIRECTOR 0.00 X 0 0 0 STRATON KARATASSOS MS NORTH 3 REGION DIRECTOR 0.00 X 0 0 0 MATT MAHAN MS CENTRAL 2 REGION DIRECT 0.00 X 0 0 0 JP WALKER MS CENTRAL 1 REGION DIRECT 0.00 X 0 0 0 JANELLE ADAMS OUT-OF-STATE DIRECTORS 0.00 X 0 0 0 BB HOSCH FORMER NATIONAL PRESIDENTS 0.00 X 0 0 0 ROBERT WHITE IMMEDIATE FORMER NATIONAL 0.00 X 0 0 0 CARSON MCFATRIDGE PRESIDENT, STUDENT ASSOCIA 0.00 X 0 0 0 TONY JAMES MS CENTRAL 3 REGION DIRECT 0.00 X 0 0 0 JOSH THOMPSON MS SOUTH 1 REGION DIRECTOR 0.00 X 0 0 0 CELESTE CARTY MS SOUTH 2 REGION DIRECTOR 0.00 X 0 0 0 JOHN SHAPPLEY MS SOUTH 3 REGION DIRECTOR 0.00 X 0 0 0 MICHAEL CRISWELL OUT-OF-STATE DIRECTORS 0.00 X 0 0 0 BRAD GARRISON AT-LARGE DIRECTORS 0.00 X 0 0 0 DAVIS DICKSON OUT-OF-STATE DIRECTORS 0.00 X 0 0 0 JASON CORY CHAIR, STAFF COUNCIL 0.00 X 0 0 0 ANTHONY WILSON CHAIR, MSU FOUNDATION 0.00 X 0 0 0 ROBERT BANIK PRESIDENT, HOLLAND FACULTY 0.00 X 0 0 0 RICHARD CANNON MS SOUTH 3 REGION DIRECTOR 0.00 X 0 0 0 NATHAN CUMMINGS MS CENTRAL 3 REGION DIRECT 0.00 X 0 0 0 TAYLOR FLOWERS MS NORTH 1 REGION DIRECTOR 0.00 X 0 0 0 JONATHAN JACKSON MS SOUTH 1 REGION DIRECTOR 0.00 X 0 0 0 MARY ANN LATHAM MS NORTH 3 REGION DIRECTOR 0.00 X 0 0 0 ZWANARDO LANDFAIR MS NORTH 1 REGION DIRECTOR 0.00 X 0 0 0 DWANDA MOORE MS CENTRAL 3 REGION DIRECT 0.00 X 0 0 0 ADRIENNE MORRIS MS NORTH 3 REGION DIRECTOR 0.00 X 0 0 0 BO MCKINNIS BULLDOG CLUB PRESIDENT 0.00 X 0 0 0 CONNIE RAINES OUT OF STATE DIRECTORS 0.00 X 0 0 0 PAIGE ROPER OUT OF STATE DIRECTORS 0.00 X 0 0 0 CRYSTAL VINCENT OUT OF STATE DIRECTORS 0.00 X 0 0 0 STEPHEN WOO OUT OF STATE DIRECTORS 0.00 X 0 0 0 KIMBERLY FANDEL MS NORTH 2 REGION DIRECTOR 0.00 X 0 0 0 RODGER JOHNSON CHAIR, MSU FOUNDATION 0.00 X 0 0 0 209474 0 31915 1 0 1 0 0 1556887 9042 9042 1565929 27099 27099 28632 0 28632 28632 28632 998475 998475 998475 2620135 0 0 1054206 199330 127073 72257 380843 316900 63943 127905 105573 22332 16856 16856 19404 19404 1207 509 698 51787 30805 20982 120000 99600 20400 58231 37533 20698 31233 31233 11242 11242 SHARED ADVANCEMENT SERV 857677 711872 145805 MEALS 197850 182525 15325 CONTRACTUAL AGREEMENTS 122506 68633 53873 OTHER EXPENSES 116627 96008 20619 225501 81854 143647 2538199 1858885 679314 0 771841 914469 2259567 2522098 88239 106667 118996 86996 59456 32000 3179103 3575234 235987 301768 235987 301768 X 2943116 3273466 2943116 3273466 3179103 3575234 81936 248414 0 X X 0 1 X 1 0 X 790000 875000 1067356 1066949 1209042 5008347 273641 314749 316560 330872 356887 1592709 1063641 1189749 1383916 1397821 1565929 6601056 6601056 751124 839933 940477 984141 979370 4495045 11096101 0.59490 0.58320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 118996 86996 32000 32000 X 3025194 248414 156645 405059 2620135 0 2620135 2694844 156645 156645 2538199 0 2538199 PART X, LINE 2: ASC TOPIC 740, INCOME TAXES, PROVIDES GUIDANCE ON FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITION TAKEN, OR EXPECTED TO BE TAKEN, IN TAX RETURNS. ASC TOPIC 740 REQUIRES AN EVALUATION OF TAX POSITIONS TO DETERMINE IF THE TAX POSITIONS WILL MORE LIKELY THAN NOT BE SUSTAINABLE UPON EXAMINATION BY THE APPROPRIATE TAX AUTHORITY. THE ASSOCIATION, AT JUNE 30, 2025, HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SALARY AND BENEFITS ALLOCATION RELATED TO MISCELLANEOUS ROYALTIES 156,645. PART XII, LINE 2D - OTHER ADJUSTMENTS: SALARY AND BENEFITS ALLOCATION RELATED TO MISCELLANEOUS ROYALTIES 156,645. X 1 1 X 0 0 0 0 0 0 0 0 0 JEFF DAVIS EXECUTIVE DIRECTOR 181190 0 28284 0 0 0 0 0 31915 0 241389 0 0 0 PART I, LINE 1A TAX INDEMNIFICATION AND GROSS UP PAYMENTS: THE ORGANIZATION HAS AN INCENTIVE COMPENSATION PROGRAM WHEREBY AN INDIVIDUAL IS PAID A PERCENTAGE OF THEIR SALARY AS INCENTIVE COMPENSATION WHEN CERTAIN BENCHMARKS SET BY THE ORGANIZATION ARE MET. THE INCENTIVE COMPENSATION IS GROSSED UP FOR TAXES SO THAT THE INDIVIDUAL RECEIVES A PERCENTAGE OF THEIR SALARY AFTER TAXES. FORM 990, PART VI, SECTION B, LINE 11B THE ALUMNI ASSOCIATION'S BOARD OF DIRECTORS IS CHARGED ANNUALLY WITH A SUBSTANTIVE REVIEW OF THE ALUMNI ASSOCIATION'S IRS FORM 990, PRIOR TO ITS SUBMISSION. THE ALUMNI ASSOCIATION'S EXECUTIVE COMMITTEE SHALL CONDUCT THE PRIMARY INSPECTION OF IRS FORM 990. THE BOARD OF DIRECTORS WILL REVIEW THE ALUMNI ASSOCIATION'S IRS FORM 990 ANNUALLY AT ITS SPRING MEETING. THE ALUMNI ASSOCIATION'S EXECUTIVE DIRECTOR WILL MAKE THE TAX RETURN AVAILABLE FOR INSPECTION BY THE BOARD NO FEWER THAN 14 DAYS PRIOR TO THE FALL OR SPRING MEETING. FORM 990, PART VI, SECTION B, LINE 12C AT LEAST ANNUALLY, EACH MEMBER OF THE BOARD OF DIRECTORS AND EACH OFFICER SHALL COMPLETE, SIGN, AND FURNISH TO THE ALUMNI ASSOCIATION A DISCLOSURE FORM SPECIFYING ANY CONFLICTS OF INTEREST. ANY PERSON FAILING TO FURNISH THE FORM MAY NOT PARTICIPATE IN ANY BOARD OR COMMITTEE MEETING AND MAY BE SUBJECT TO DISMISSAL FROM THE BOARD FOR ANY CONTINUING FAILURE. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY REVIEWED BY ASSOCIATION'S EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FROM THE EXECUTIVE COMMITTEE OF THE ALUMNI ASSOCIATION. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC DEBORAH BURWELL - 4607 COURTHOUSE RD, GULFPORT, MS 39507. TERRI RUSSELL - 131 CHADWICK DRIVE, HELENA, AL 35080. RILEY NELSON - 107 LAKEWOOD HILLS, VICKSBURG, MS 39180. FORM 990, PART XII, LINE 2C NO CHANGE IN OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. MISSISSIPPI STATE INVESTMENT POOL PO BOX 423 MISSISSIPPI STATE MS 39762 640869097 INVESTMENTS MS MISSISSIPPI STATE UNIVERSITY FOUNDATION EXCLD FRM TX 512-514 184754 2041865 0 0 0.00280 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0