2025-05-13T18:22:33-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 20 EAST THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 990 2023-07-01 866053009 ARIZONA STATE UNIVERSITY ALUMNI ASSOCIATION ARIZ 4809652586 PO BOX 873702 TEMPE AZ 852873702 DR CHRISTINE WILKINSON PRESIDENT AND CEO 4809652586 2025-05-12 1 1 ERIN SPARKS P01432691 6022662248 2025-05-12 2023 2025-03-06 01:10:19Z DR CHRISTINE WILKINSON PO BOX 873702 TEMPE AZ 852873702 2842325 0 X WWW.ALUMNI.ASU.EDU X 1894 AZ TO SUPPORT ARIZONA STATE UNIVERSITY AND KEEP ALUMNI CONNECTED TO THEIR UNIVERSITY. 18 18 0 2200 0 0 1330911 1407456 1080701 1169573 271 291 296436 265005 2708319 2842325 75895 138230 0 0 1758607 1846290 0 0 0 1860243 2158295 3694745 4142815 -986426 -1300490 22899349 24029990 171933 238675 22727416 23791315 X TO ADVANCE ARIZONA STATE UNIVERSITY BY ENRICHING THE LIVES OF ALUMNI, STUDENTS AND FRIENDS AND FOSTERING THEIR LIFELONG CONNECTIONS ALL WHILE CONTINUING TO PROVIDE SERVICES AND PROGRAMS TO ALUMNI. 0 0 1538715 70230 SALARIES/BENEFITS: SALARIES/BENEFITS, INSURANCE, OCCUPANCY COSTS AND MARKETING FEES NOT ALLOCATED TO SPECIFIC PROGRAMS. 609550 68000 667873 PROGRAMS THAT RAISE THE OVERALL AWARENESS OF THE UNIVERSITY AND PROVIDE WAYS FOR ALUMNI TO ENGAGE AND AFFILIATE WITH THEIR ALMA MATER. EXAMPLES INCLUDE: HOMECOMING, FOUNDERS' DAY, SUN DEVIL 100, GOLDEN REUNION, OLD MAIN, TEACHER PACKS, TILLMAN HONOR RUNS, LEADERSHIP INSTITUTE, AND OTHERS. 278983 254346 ALUMNI ATHLETIC: EVENTS ASSOCIATED WITH THE UNIVERSITY'S ATHLETIC PROGRAMS DESIGNED TO INCREASE AFFINITY AND ENGAGEMENT WITH ALUMNI AND THE GENERAL PUBLIC. 241195 146220 STUDENT PROGRAMS SUPPORTING STUDENT ENGAGEMENT AND ACADEMIC SUCCESS - LEGACY, MEDALLION SCHOLARSHIP PROGRAMS, AND STUDENT ALUMNI ASSOCIATION. 148589 101134 ALUMNI CHAPTERS: LOCAL GROUPS THROUGHOUT THE UNITED STATES THAT SUPPORT ASU IN THEIR LOCAL AREA. 389784 247354 2817032 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 1 0 0 1 0 0 1 0 0 1 1 1 1 1 1 1 1 0 0 0 AZ X STEPHEN TOMAIKO 4809659357 400 E TYLER MALL 2ND FLOOR TEMPE AZ 85281 CHRISTINE WILKINSON PRESIDENT AND CEO 2.00 20.00 X X 0 459593 123662 MORGAN HARRISON VICE PRESIDENT 40.00 0.00 X 0 153934 25942 GREGORY BREWSTER PAST CHAIR 1.00 1.00 X X 0 0 0 STEPHANIE MITROVIC CHAIR 1.00 1.00 X X 0 0 0 BOB MULHERN CHAIR-ELECT 2.00 1.00 X X 0 0 0 TIM GERTZ TREASURER 2.00 1.00 X X 0 0 0 JOYA KIZER DIRECTOR 1.00 1.00 X 0 0 0 MIKE ANGULO DIRECTOR 1.00 1.00 X 0 0 0 RAY ARTIGUE DIRECTOR 1.00 1.00 X 0 0 0 LISA FERNANDEZ DIRECTOR 1.00 1.00 X 0 0 0 DANIELLE FEROLETO DIRECTOR 1.00 1.00 X 0 0 0 PAUL KENT DIRECTOR 1.00 1.00 X 0 0 0 KIRK MCCLURE DIRECTOR 1.00 1.00 X 0 0 0 MIKE MCGUIRK DIRECTOR 1.00 1.00 X 0 0 0 SHANEY SALOMON DIRECTOR 1.00 1.00 X 0 0 0 JEN SCRIVNER DIRECTOR 1.00 1.00 X 0 0 0 RAYME LOFGREN DIRECTOR 1.00 1.00 X 0 0 0 REYNA MONTOYA DIRECTOR 1.00 1.00 X 0 0 0 TERRY O'BRIEN DIRECTOR 1.00 1.00 X 0 0 0 0 613527 149604 0 0 1 0 ASU ENTERPRISE PARTNERS 300 E UNIVERSITY DR TEMPE AZ 85281 INVESTMENT AND SOFTWARE SERVICES 345203 1 6842 1367775 32839 1407456 PROGRAM EVENTS 900099 1169573 1169573 1169573 291 291 265005 265005 2842325 1169573 0 265296 138230 138230 1396326 1044153 352173 118348 90900 27448 241072 182861 58211 90544 69551 20993 167783 167783 24759 24759 320203 320203 7426 7426 2029 2029 361683 318879 42804 53773 53773 51685 7296 44389 882198 790011 92187 4584 4584 114662 85743 28919 MISCELLANEOUS 87208 17133 70075 ASSOCIATION DEVELOPMENT 80302 64849 15453 4142815 2817032 1325783 0 533124 430055 162005 182035 157242 81320 22027493 23321679 19485 14901 22899349 24029990 32280 111517 94577 83251 45076 43907 171933 238675 X 22643831 23707730 83585 83585 22727416 23791315 22899349 24029990 -1300490 2364389 0 X X 0 1 X 1 0 X 1109374 1074944 1097982 1330911 1407456 6020667 86949 89916 80075 87398 87601 431939 1196323 1164860 1178057 1418309 1495057 6452606 6452606 295488 83029 279848 296707 265296 1220368 2620 2620 7675594 4775768 0.84070 0.80670 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 2,620. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 242 242 4142573 4142815 357141 89285 0 0 275102 320962 334737 357141 1287942 1931913 17168 242 242 17652 68776 80241 83684 89285 321986 482979 17168 242 242 17652 0 ASU ENTERPRISE PARTNERS LONG TERM INVESTMENT POOL 23321679 F 23321679 ASSETS DUE TO OTHER ENTITIES 26507 DUE TO CHAPTERS 2865 OTHER LIABILITIES 14535 43907 X 4974112 2364389 87601 2451990 2522122 320203 320203 2842325 3910213 87601 87601 3822612 320203 320203 4142815 PART X, LINE 2: THE ASSOCIATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND, THEREFORE, THERE IS NO PROVISION FOR INCOME TAXES. IN ADDITION, THE ASSOCIATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. ANY INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME (UBTI) IS TAXABLE. THE ASSOCIATION IS ALSO EXEMPT FROM STATE OF ARIZONA TAXATION. THE ASSOCIATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE ASSOCIATION EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2023, IN ACCORDANCE WITH APPLICABLE STANDARDS. 1 ARIZONA STATE UNIVERSITY 300 E UNIVERSITY TEMPE AZ 85281 860196696 STATE OF ARIZONA 68000 0 OLD MAIN 1 PART I, LINE 2: THERE ARE NO FORMAL MONITORING PROCEDURES. 0 0 0 0 0 0 0 0 0 CHRISTINE WILKINSON PRESIDENT AND CEO 0 415683 0 0 0 43910 0 121830 0 1832 0 583255 0 0 MORGAN HARRISON VICE PRESIDENT 0 153934 0 0 0 0 0 11760 0 14182 0 179876 0 0 PART I, LINE 3 THE SALARY OF THE PRESIDENT OF ASUAA, WHO IS EMPLOYED BY ASU, IS DETERMINED BY THE PRESIDENT OF ASU UNDER UNIVERSITY GUIDELINES. FORM 990, PART V, LINE 2A: ARIZONA STATE UNIVERSITY ALUMNI ASSOCIATION (ASUAA) STAFF ARE EMPLOYEES OF ARIZONA STATE UNIVERSITY (ASU). ASU ISSUES AND FILES THE W-2S AS REQUIRED. ASUAA DOES NOT HAVE ANY EMPLOYEES AND, THEREFORE, IS NOT REQUIRED TO FILE, AND DOES NOT FILE, ANY W-2'S OR OTHER PAYROLL TAX REPORTS. SINCE ASUAA, THROUGH ITS FUNDING BY ASU, REIMBURSES THE COMPENSATION OF ASU EMPLOYEES WORKING FULL TIME FOR ASUAA, THIS COMPENSATION EXPENSE IS REPORTED ON LINES 7 THROUGH 10 IN THE PART IX STATEMENT OF FUNCTIONAL EXPENSES. FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION'S INVESTMENTS ARE MANAGED BY THE ASU ENTERPRISE PARTNERS. WE ARE CHARGED 1.5% OF THE VALUE AS A FEE. FORM 990, PART VI, SECTION A, LINE 6 ASSOCIATION MEMBERS MAY CONSIST OF ALL PERSONS WHO: (A) RECEIVED A DEGREE OR ADVANCED DEGREE FROM ASU (OR ITS AFFILIATES) OR (B) HAVE SHOWN AN ACTIVE OR VITAL INTEREST IN SUPPORT OF ARIZONA STATE UNIVERSITY AND THE ASSOCIATION, AND ARE RECOGNIZED AS FRIENDS OF THE UNIVERSITY. MEMBERSHIP GIVING. MEMBERS AND FRIENDS OF THE UNIVERSITY MAY PROVIDE A GIFT TO THE ASSOCIATION. THE ASSOCIATION STAFF SHALL SET MINIMUM GIVING LEVELS AS DEEMED NECESSARY. MEETINGS AND VOTING. REGULAR MEMBERS WILL NOT HAVE ANNUAL OR OTHER MEETINGS EXCEPT AS CALLED BY THE BOARD OF DIRECTORS. IF THE BOARD OF DIRECTORS CALLS A MEETING, IT WILL ESTABLISH THE PROCEDURE FOR GIVING NOTICE OF THE MEETING TO THOSE ELIGIBLE TO VOTE, THE SUBJECT OF THE MEETING, THE SIZE OF A QUORUM, AND THE PROCEDURE FOR VOTING. THE BOARD OF DIRECTORS MAY ALSO CALL FOR A MAIL BALLOT OF ELIGIBLE VOTING MEMBERS, DETERMINE THE SUBJECT OF THE BALLOT, AND ESTABLISH THE PROCEDURES FOR SUCH A BALLOT. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES ARE AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY. ALL ACTIONS MUST BE VOTED UPON BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE ASSOCIATION'S TAX RETURNS ARE PREPARED BY THE TAX ACCOUNTANTS USING THE AUDITED FINANCIAL STATEMENTS AND ADDITIONAL INFORMATION FROM THE ASSOCIATION'S ACCOUNTING STAFF. THE DIRECTOR OF FINANCE REVIEWS THE RETURN AND PROVIDES A COPY TO THE PRESIDENT/CEO FOR HER REVIEW. ANY QUESTIONS THE PRESIDENT/CEO HAS ARE ANSWERED AND A COPY OF THE RETURNS IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ASKED TO PROVIDE US WITH INFORMATION RELATED TO ANY CONFLICT OF INTEREST THEY MAY HAVE ANNUALLY. OPERATIONALLY, ASUAA STAFF HAS TO COMPLY WITH STATE OF ARIZONA PURCHASING REGULATIONS, WHICH ADDS ANOTHER LAYER OF PROTECTION FROM CONFLICTS OF INTEREST. KEY STAFF IS INFORMED OF THEIR REQUIREMENT TO COMPLY WITH THE ARIZONA RULES AT HIRE. FORM 990, PART VI, SECTION B, LINE 15 THE SALARY OF THE PRESIDENT OF ASUAA IS DETERMINED BY THE PRESIDENT OF ASU UNDER UNIVERSITY GUIDELINES. THE SALARIES OF SENIOR STAFF (DIRECTORS) ARE DETERMINED BY THE PRESIDENT OF ASUAA UNDER UNIVERSITY GUIDELINES. FORM 990, PART VI, SECTION C, LINE 19 TAX RETURNS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT OR SELECTION PROCESS DURING THE YEAR. ARIZONA STATE UNIVERSITY ASU FOUNDATION BLDG 320 300 E UNIVE TEMPE AZ 85281 860196696 POST SECONDARY EDUCATION AZ 115 N/A N/A 0 ASU ENTERPRISE PARTNERS PO BOX 2260 TEMPE AZ 85280 856051042 ADVANCING ASU AZ 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 ARIZONA STATE UNIVERSITY C 1367775 FAIR VALUE ARIZONA STATE UNIVERSITY O 618462 FAIR VALUE ARIZONA STATE UNIVERSITY P 226534 FAIR VALUE ARIZONA STATE UNIVERSITY N 87601 FAIR VALUE