2024-05-13T08:58:15-05:00 2023-06-30 560571159 BERNARD ROBINSON & COMPANY LLP PO BOX 19608 GREENSBORO NC 274199608 990 2022-07-01 237148126 EAST CAROLINA UNIVERSITY ALUMNI ASSOCIATION INC EAST 2527374811 901 E 5TH ST GREENVILLE NC 27858 AMANDA MURER PRESIDENT 2527374811 2024-05-10 1 AMANDA MURER 999009999 0 JOHN M ROBINSON P01281319 3362944494 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AMANDA MURER 901 E 5TH ST GREENVILLE NC 27858 453028 0 X WWW.PIRATEALUMNI.COM X 1967 NC TO INFORM, INVOLVE AND SERVE MEMBERS OF THE ECU FAMILY THROUGHOUT THEIR LIFELONG RELATIONSHIP WITH THE UNIVERSITY THROUGH THE PROMOTION OF GOODWILL AND RECOGNITION OF STUDENTS AND ALUMNI. 30 29 0 150 35924 34051 210194 166468 121312 88413 280553 106186 30056 51921 642115 412988 42810 40000 0 0 0 0 0 0 0 293677 395130 336487 435130 305628 -22142 4254368 4447801 18618 25940 4235750 4421861 TO INFORM, INVOLVE AND SERVE MEMBERS OF THE ECU FAMILY THROUGHOUT THEIR LIFELONG RELATIONSHIP WITH THE UNIVERSITY THROUGH THE PROMOTION OF GOODWILL AND RECOGNITION OF STUDENTS AND ALUMNI. 0 0 218911 88413 ALUMNI EVENTS - THE ASSOCIATION HOSTS A VARIETY OF EVENTS, PROGRAMS AND SERVICES FOR ALUMNI AND FRIENDS LOCALLY AND REGIONALLY TO ENGAGE ALUMNI IN THE LIFE OF THE UNIVERSITY. EVENTS INCLUDE, BUT ARE NOT LIMITED TO, ATHLETICS-RELATED EVENTS, ALUMNI CHAPTER EVENTS, REUNIONS, CAREER PROGRAMS, ALUMNI RECEPTIONS AND STUDENT EVENTS. 56712 40000 SCHOLARSHIPS AND RECOGNITION OF ACHIEVEMENT - THE ASSOCIATION PROVIDES SCHOLARSHIPS TO STUDENTS ENROLLED AT EAST CAROLINA UNIVERSITY. ANNUALLY, THE ASSOCIATION RECOGNIZES OUTSTANDING ALUMNI FOR VARIOUS ACCOMPLISHMENTS, SUCH AS SERVICE TO BOTH EAST CAROLINA UNIVERSITY AND THEIR COMMUNITIES, LEADERSHIP, AND CONTRIBUTIONS TO THEIR PROFESSIONS. THE ASSOCIATION ALSO RECOGNIZES OUTSTANDING FACULTY AT EAST CAROLINA UNIVERSITY. 61224 MARKETING AND COMMUNICATION - THE ASSOCIATION SERVES AS A CENTER OF COMMUNICATIONS FOR ALUMNI, PARENTS, STUDENTS AND FACULTY, USING A VARIETY OF MEDIA, INCLUDING PRINT, ONLINE, MOBILE, AND VIDEO. THE ASSOCIATION PROVIDES INFORMATION TO ALUMNI ABOUT EVENTS, ACTIVITIES, UNIVERSITY AND ALUMNI ASSOCIATION NEWS, AND OTHER OPPORTUNITIES THROUGH THESE PLATFORMS. THE MARKETING & COMMUNICATIONS TEAM FURTHER COORDINATES OTHER PROGRAMS, INCLUDING AFFINITY PROGRAMS AND OTHER SPECIAL PROJECTS. 336847 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 30 29 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X X X BRITTANY STOCKSTILL 2527374811 901 EAST FIFTH STREET GREENVILLE NC 27858 KARLA F JONES CHAIR 1.00 X X 0 0 0 ROBERT E CHERRY JR VICE CHAIR 1.00 X X 0 0 0 SHANNON H MINGES SECRETARY 1.00 X X 0 0 0 THOMAS S ROBINSON TREASURER 1.00 X X 0 0 0 RICHARD T SPAIN IV PAST CHAIR 1.00 X X 0 0 0 AMANDA MURER PRESIDENT & CEO 40.00 1.00 X X 0 62962 34508 JOHN A ARCHIBALD DIRECTOR 1.00 X 0 0 0 AMANDA COCHRANE DIRECTOR 1.00 X 0 0 0 KAREN M CORREA DIRECTOR 1.00 X 0 0 0 MICHAEL CROOKE DIRECTOR 1.00 X 0 0 0 ALEXANDER DAVIS DIRECTOR 1.00 X 0 0 0 JAMIE D BAER DIRECTOR 1.00 X 0 0 0 ANTHONY ENOCH DIRECTOR 1.00 X 0 0 0 LILIAN FAULCONER DIRECTOR 1.00 X 0 0 0 SUE ANN FORREST DIRECTOR 1.00 X 0 0 0 JOSEPH A GORE III DIRECTOR 1.00 X 0 0 0 GREGORY L HEDGEPETH DIRECTOR 1.00 X 0 0 0 BRANDON IVES DIRECTOR 1.00 X 0 0 0 ADAM P KEEN DIRECTOR 1.00 X 0 0 0 MOLLY O'TOOLE DIRECTOR 1.00 X 0 0 0 TARA W PARKER DIRECTOR 1.00 X 0 0 0 JACOB PARRISH DIRECTOR 1.00 X 0 0 0 RYAN PURTLE DIRECTOR 1.00 X 0 0 0 ERIC R RIVENBARK DIRECTOR 1.00 X 0 0 0 JONATHAN M RUSSELL DIRECTOR 1.00 X 0 0 0 VALERIE P TARTE DIRECTOR 1.00 X 0 0 0 GEORGE C TOMASIC DIRECTOR 1.00 X 0 0 0 ROBIN TOWLE DIRECTOR 1.00 X 0 0 0 CHRISTY B WALLACE DIRECTOR 1.00 X 0 0 0 MICHAEL S WHITE DIRECTOR 1.00 X 0 0 0 STEPHANIE M COLEMAN EXECUTIVE TREASURER 1.00 40.00 X 0 286332 84494 SCOTT E FRANCIS PRESIDENT & CEO 40.00 1.00 X 0 111162 28254 0 460456 147256 0 1 1 0 0 20626 145842 31128 166468 TICKET SALES 713990 44771 44771 REGISTRATIONS 713990 33428 33428 OTHER REVENUE 900099 10214 10214 88413 111791 111791 15997 15997 26065 31670 -5605 -5605 -5605 8370 20626 8370 0 ADVERTISING & COMMISSI 541800 35924 35924 35924 412988 88413 35924 122183 X 40000 40000 10400 10400 79796 30767 49029 36848 32855 3993 80557 76413 4144 1352 120 1232 35583 29164 6419 53024 47498 5526 6081 6081 TAX EXPENSE 6741 6741 GIFT IN KIND EXPENSE 30000 30000 ENTERTAINMENT 22119 22119 GIFT AND ENDOWMENT FEES 14806 14806 17823 13105 4718 435130 336847 98283 0 1297737 1067849 11529 16212 2420233 2835246 519594 527657 5275 837 4254368 4447801 15180 20970 3438 4970 18618 25940 X 2607021 2647797 1628729 1774064 4235750 4421861 4254368 4447801 -22142 208253 0 X 0 1 X 1 0 X 157217 125147 131002 210194 166468 790028 973456 944685 938423 833026 840837 4530427 1130673 1069832 1069425 1043220 1007305 5320455 5320455 108215 100913 92010 193763 111791 606692 28884 16483 36660 28329 34050 144406 12044 7490 9755 6873 8370 44532 6116085 774442 0.86990 0.87720 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISER EVENTS - 2018 AMOUNT: $ 12,044. 2019 AMOUNT: $ 7,490. 2020 AMOUNT: $ 9,755. 2021 AMOUNT: $ 6,873. 2022 AMOUNT: $ 8,370. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1443804 48534 139240 24959 -8626 14806 1600439 1576981 41219 -141215 35242 -16136 14075 1443804 1184529 41585 388763 40056 -16226 14066 1576981 1241592 5273 -13832 48230 13742 14016 1157045 1214604 9306 52282 45789 22518 11329 1196556 0.69000 0.31000 0 0 0 NORTHGATE PRIVATE EQUITY 241 F UNC INVESTMENT FUND, LLC 231849 F FEG PRIVATE INVESTORS I 18527 F FEG PRIVATE INVESTORS II 29837 F FEG PRIVATE INVESTORS III 22933 F FEG PRIVATE INVESTORS IV 34902 F CHAMPLAIN SMALL CAP FUND,LLC 49485 F TWIN BRIDGE 22934 F FALCON PRIVATE OPPORTUNITIES VI 8904 F MAGNITUDE INTERNATIONAL, LTD. 108045 F 527657 X 1470448 208253 840837 8370 1057460 412988 0 412988 1284337 840837 8370 849207 435130 0 435130 PART V, LINE 4: THE ALUMNI ASSOCIATION'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED FOR SCHOLARSHIPS. PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, THE ASSOCIATION RECORDED INCOME TAX EXPENSE FOR UNRELATED BUSINESS ACTIVITIES IN THE AMOUNT OF APPROXIMATELY $6,741 AND $4,224, WHICH IS INCLUDED ON THE STATEMENTS OF ACTIVITIES IN GENERAL AND ADMINISTRATIVE EXPENSES. MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS 8,370. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS 8,370. X X X X X AL AR CT HI IL MS MO NV NC OK TN VA OH AZ OR WV CO CA DC LA MD NJ SC UT FL KY AK ME MN NH WA MI NY MA GOLF TOURNAMENT 28996 20626 8370 1900 308 6162 28996 20626 8370 1900 308 6162 8370 0 PART I, LINE 3 - FUNDRAISING ACTIVITIES ADDITIONAL INFORMATION THE FOLLOWING STATES HAVE BEEN DEEMED TO BE STATUTORILY EXEMPT BY THE ASSOCIATION - GA, KS, ND, NM, PA, RI, WI. THE FOLLOWING STATES HAVE BEEN DEEMED TO HAVE NO REGISTRATION REQUIREMENT BY THE ASSOCIATION - DE, ID, IN, IA, MT, NE, SD, TX, VT, WY. 1 SCHOLARSHIPS 14 40000 PART I, LINE 2: THE ORGANIZATION'S INDEPENDENT REVIEW COMMITTEE SELECTS RECIPIENTS BASED ON CRITERIA ESTABLISHED IN FUND AUTHORITIES AND FUND AGREEMENTS. FUNDS ARE DISTRIBUTED DIRECTLY TO EAST CAROLINA UNIVERSITY WITH THE INTENT OF BEING USED FOR SCHOLARSHIP AND AWARD PURPOSES. MANAGEMENT REVIEWS REPORTS GENERATED BY THE UNIVERSITY TO ENSURE THE FUNDS WERE DISTRIBUTED APPROPRIATELY. 0 0 0 0 0 0 0 0 0 STEPHANIE M COLEMAN EXECUTIVE TREASURER 0 285612 0 0 0 720 0 70851 0 13643 0 370826 0 0 SCOTT E FRANCIS PRESIDENT & CEO 0 105993 0 0 0 5169 0 15031 0 13223 0 139416 0 0 PART III - ADDITIONAL INFORMATION EAST CAROLINA UNIVERSITY PROVIDES COMPENSATION FOR THE EAST CAROLINA UNIVERSITY ALUMNI ASSOCIATION'S OFFICERS. THE UNIVERSITY'S DEPARTMENT OF HUMAN RESOURCES MANAGES THE COMPENSATION DETERMINATION PROCESS. X 3 1128 FAIR VALUE X 1 30000 FAIR VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION HIRES THIRD PARTIES TO SELL GIFTS OF JEWELRY, ART, REAL ESTATE, OR OTHER NONCASH CONTRIBUTIONS FOR WHICH AN INDUSTRY EXPERTISE IS REQUIRED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 RETURN WAS REVIEWED BY THE AUDIT COMMITTEE. THE COMMITTEE WILL REPORT ON THE RETURN, AND A COPY WILL BE PROVIDED TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS MUST ANNUALLY DISCLOSE ALL POSSIBLE CONFLICTS OF INTEREST. BOARD MEMBERS MUST RECUSE THEMSELVES FROM VOTING ON ISSUES WHERE A CONFLICT MAY EXIST OR ARISE. FORM 990, PART VI, SECTION C, LINE 19 THE BOARD HAS ADOPTED A POLICY OF TRANSPARENCY. IN KEEPING WITH THAT POLICY, THE ALUMNI ASSOCIATION POSTS GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS, FORMS 990 AND 990-T, AND OTHER DOCUMENTS OF INTEREST ON ITS WEBSITE. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 30,767. MANAGEMENT AND GENERAL EXPENSES 49,029. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,796. EAST CAROLINA UNIVERSITY EAST FIFTH STREET GREENVILLE NC 27858 566000403 EDUCATIONAL INSTITUTION - PUBLIC NC N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 EAST CAROLINA UNIVERSITY M 805922 FAIR VALUE EAST CAROLINA UNIVERSITY N 34915 FAIR VALUE EAST CAROLINA UNIVERSITY P 43141 FAIR VALUE