2023-11-09T13:54:39-06:00 2023-06-30 251467156 SISTERSON & CO LLP 310 GRANT STREET SUITE 2100 PITTSBURGH PA 15219 990 2022-07-01 251753112 INDIANA UNIVERSITY OF PENNSYLVANIA - ALUMNI ASSOCIATION INC INDI 7243577942 BREEZEDALE ALUMNI CTR 880 SCHOOL S INDIANA PA 15705 JENNIFER DUNSMORE ASST VP OFFICE OF ALUMNI & CONSTITUENT 7243577942 2023-11-09 1 JENNIFER DUNSMORE ASST VP 999009999 0 KIMBERLEY A MILLER P01324554 4122812025 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z OFFICE OF ALUMNI AND CONSTITUENT ENGAGEMENT LESLIE PURSER BREEZEDALE ALUMNI CTR 880 SCHOOL ST INDIANA PA 15705 211165 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 27 0 0 1560 10496 0 0 391616 120158 10426 11091 403602 141745 0 0 0 0 0 0 0 0 0 115034 176352 115034 176352 288568 -34607 6280531 6672876 200000 100000 6080531 6572876 THE ALUMNI ASSOCIATION CREATES AND ENRICHES RELATIONSHIPS TO ENGAGE CURRENT AND FUTURE ALUMNI IN THE ADVANCEMENT OF IUP. 0 0 96848 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. 96848 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 0 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 TONYA HSIUNG PRESIDENT 5.00 X X 0 0 0 LESLIE PURSER VICE PRESIDENT 5.00 X X 0 0 0 BRENDA PETERMAN TREASURER 5.00 X X 0 0 0 JEROME BROWN II 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 MICHAEL BODOLOSKY DIRECTOR 1.00 X 0 0 0 MARC HUTZELL DIRECTOR 1.00 X 0 0 0 GEORGE KELLY DIRECTOR 1.00 X 0 0 0 HEATHER REED DIRECTOR 1.00 X 0 0 0 LISA SCHLOSSER DIRECTOR 1.00 X 0 0 0 DEBRA SMITH DIRECTOR 1.00 X 0 0 0 CHRYSTINA STEFFY DIRECTOR 1.00 X 0 0 0 SARA LAWER DIRECTOR 1.00 X 0 0 0 EMILY SMELTZ DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 10496 10496 189578 189578 11091 11091 69420 -69420 -69420 -69420 141745 0 0 131249 42379 42379 275 275 9670 9670 96848 96848 6271 6271 ALUMNI EVENTS 20744 20744 MEMBERSHIPS 165 165 176352 96848 79504 0 0 0 6280531 6672876 6280531 6672876 200000 100000 200000 100000 X 6080531 6572876 6080531 6572876 6280531 6672876 -34607 526952 0 X 0 1 X 1 0 X 525 1300 1560 10496 13881 74740 75036 71178 96796 98489 416239 74740 75561 72478 98356 108985 430120 430120 113320 168548 198047 189857 200669 870441 1300561 0.33070 0.33580 X 0 DEPOSITS HELD IN TRUST BY THE FOUNDATION FOR INDIANA UNIV. OF PENNSYLVANIA 6672876 6672876 X 743275 526952 74578 601530 141745 0 141745 250930 74578 74578 176352 0 176352 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, 2023 AND 2022, THE ASSOCIATION IS UNAWARE OF ANY UNRECOGNIZED TAX BENEFITS OR UNCERTAIN TAX POSITIONS. THE ASSOCIATION'S TAX RETURNS FOR THE TAX YEARS 2020 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 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. 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 G-1 SUTTON HALL 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 IUP OFFICE OF ALUMNI AND CONSTITUENT ENGAGEMENT B 96848 COLLEGIATE SUPPORT FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA M 42379 % OF FUNDS MANAGED INDIANA UNIVERSITY OF PENNSYLVANIA O 74578 % OF TIME INDIANA UNIVERSITY OF PENNSYLVANIA N 23911 % OF SQUARE FOOTAGE