2025-05-13T07:56:31-05:00 2024-06-30 560571159 BERNARD ROBINSON & COMPANY LLP 100 E CUMBERLAND STREET DUNN NC 28334 990 2023-07-01 566000469 GENERAL ALUMNI ASSOCIATION DBA CAROLINA ALUMNI GENE 9199621208 PO BOX 660 CHAPEL HILL NC 275140660 VERONICA M FLASPOEHLER PRESIDENT 9199621208 2025-05-09 1 0 JOHN M ROBINSON P01281319 9108921021 2025-05-09 2023 2025-03-06 01:10:19Z CAROLINA ALUMNI VERONICA M FLASPOEHLER PO BOX 660 CHAPEL HILL NC 275140660 9357002 0 X ALUMNI.UNC.EDU X NONPROFIT 1843 NC CAROLINA ALUMNI INITIATIVES SUPPORT 32,234 STUDENTS AND 367,007 ALUMNI AND FRIENDS OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL, CREATING A DYNAMIC COMMUNITY THAT REFLECTS THE VALUES AND TRADITIONS OF CAROLINA. WE DO THIS THROUGH A VARIETY OF PROGRAMS, NETWORKING OPPORTUNITIES, ALUMNI CAREER SERVICES AND MORE - ENSURING THE CAROLINA CONNECTION REMAINS STRONG AND VIBRANT. 35 34 38 200 1046465 227598 1516116 1565624 2124124 1956390 4822641 5300510 619092 507875 9081973 9330399 0 0 0 0 3615981 3672590 0 0 0 3467414 3845110 7083395 7517700 1998578 1812699 118314670 128942685 1138152 1500767 117176518 127441918 X CAROLINA ALUMNI INITIATIVES SUPPORT 32,234 STUDENTS AND 367,007 ALUMNI AND FRIENDS OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL, CREATING A DYNAMIC COMMUNITY THAT REFLECTS THE VALUES AND TRADITIONS OF CAROLINA. WE DO THIS THROUGH A VARIETY OF PROGRAMS, NETWORKING OPPORTUNITIES, ALUMNI CAREER SERVICES AND MORE - ENSURING THE CAROLINA CONNECTION REMAINS STRONG AND VIBRANT. 0 0 2394822 799493 CAROLINA ALUMNI IS ONE OF THE LEADING ALUMNI ASSOCIATIONS IN THE COUNTRY, AND PROVIDES A COMPREHENSIVE MENU OF AWARD-WINNING PROGRAM OPPORTUNITIES TO ITS ALUMNI, MEMBERS AND STUDENTS, TO INCLUDE THE FOLLOWING: OVER 90 CAROLINA CLUBS ACROSS THE U.S. AND THE WORLD, ALLOWING ALUMNI TO CONNECT WITH OTHER TAR HEELS IN THE AREA THEY LIVE. YOUNG ALUMNI EVENTS GEARED TO THOSE WHO GRADUATED WITHIN THE PREVIOUS TEN YEARS; AFFINITY AND CLASS-BASED REUNIONS HELD IN CHAPEL HILL, PROVIDING ALUMNI THE OPPORTUNITY TO RENEW ACQUAINTANCES WITH CLASSMATES, HAVE FUN, STRENGTHEN TIES WITH CAROLINA AND PERHAPS LEAVE WITH IDEAS FOR MAKING THOSE TIES WITH THEIR ALMA MATER AND FRIENDS MORE MEANINGFUL; AN INTERNATIONAL TRAVEL PROGRAM, PROVIDING A SELECTION OF OVER 50 TRIPS, SERVING OVER 700 TRAVELERS; SUPPORT FOR A NUMBER OF STUDENT GROUPS, INCLUDING THE SENIOR CLASS, STUDENT A CAPELLA GROUP, THE HOMECOMING COMMITTEE AND THE ORDER OF THE BELL TOWER, WHICH SERVES AS THE OFFICIAL STUDENT AMBASSADORS AND TRADITION KEEPERS TO THE UNIVERSITY. 2018975 PRODUCTION AND DISTRIBUTION OF 88 PAGE ALUMNI MAGAZINE BI-MONTHLY TO 55,934 MEMBERS, STUDENTS AND FACULTY WHICH INCLUDES NEWS ABOUT THE UNIVERSITY, ALUMNI ASSOCIATION, INDIVIDUAL ALUMNI AS WELL AS INFORMATION ABOUT ALUMNI PROGRAMS AND ACTIVITIES; PRODUCTION AND MAINTENANCE OF THE ASSOCIATION'S WEBSITE WHICH RECEIVED OVER 600,000 VISITS / VISITORS; AND PRODUCTION AND DISTRIBUTION OF AN ELECTRONIC NEWSLETTER MONTHLY TO 175,000 SUBSCRIBERS. 832310 MEMBERSHIP DEVELOPMENT, BENEFITS AND SERVICES TO PROMOTE ALUMNI PROGRAMS, ACTIVITIES AND PUBLICATIONS TO 20,926 ANNUAL MEMBERS AND 43,184 LIFE MEMBERS. 851921 110956 ALUMNI RECORDS AND NETWORK ADMINISTRATION: THIS INCLUDES THE COST OF ACCESS TO THE UNIVERSITY'S ALUMNI DATABASE, WHICH IS USED FOR MEMBERSHIP AND PROGRAMMATIC PURPOSES. IT ALSO INCLUDES THE COST TO RUN AND MAINTAIN THE ASSOCIATION'S COMPUTER NETWORK SYSTEM. 851921 110956 6098028 1 1 0 1 0 0 0 1 0 1 1 0 1 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 82 0 1 38 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 35 34 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 0 1 0 0 X STEPHEN C SHAW 9199621208 106 STADIUM DRIVE CHAPEL HILL NC 275140660 VERONICA FLASPOEHLER PRESIDENT 40.00 X X 194095 0 24745 W LOWRY CAUDILL CHAIR 0.00 X X 0 0 0 DANA E SIMPSON COUNSEL 0.00 X X 0 0 0 PAULA BROWN STAFFORD FIRST VICE CHAIR 0.00 X X 0 0 0 ALGERNON CRUMPLER SECOND VICE CHAIR 0.00 X X 0 0 0 DWIGHT M DAVIDSON III TREASURER 0.00 X X 0 0 0 HONORABLE DAVID C KEESLER IMMEDIATE PAST CHAIR 0.00 X X 0 0 0 MARTHA GABRIEL PECK CHAIR-ELECT 0.00 X X 0 0 0 JOHN ELLIOT DERVIN DIRECTOR AT LARGE 0.00 X 0 0 0 HONORABLE KRISTIN DUTROW BAKER DIRECTOR AT LARGE 0.00 X 0 0 0 MALCOLM LOGAN DIRECTOR AT LARGE 0.00 X 0 0 0 SENATOR TODD JOHNSON DIRECTOR AT LARGE 0.00 X 0 0 0 SARAH PARROTT LATHROP DIRECTOR AT LARGE 0.00 X 0 0 0 LOUIS PATALANO IV DIRECTOR AT LARGE 0.00 X 0 0 0 NATALIE KNORR BEST REPRESENTS NC DISTRICT 0.00 X 0 0 0 GRANT LILES CAMPBELL REPRESENTS NC DISTRICT 0.00 X 0 0 0 BERNADINE ALSTON COBB REPRESENTS NC DISTRICT 0.00 X 0 0 0 ASHLEY PARROTT DUNHAM REPRESENTS NC DISTRICT 0.00 X 0 0 0 STEPHANIE POOLE NIEMAN REPRESENTS NC DISTRICT 0.00 X 0 0 0 DANYA LEFORD VANHOOK REPRESENTS NC DISTRICT 0.00 X 0 0 0 C LEE CONNER REPRESENTS NC DISTRICT 0.00 X 0 0 0 JAMES REUBEN COPLAND IV REPRESENTS NC DISTRICT 0.00 X 0 0 0 CHUCK WALLINGTON REPRESENTS NC DISTRICT 0.00 X 0 0 0 MONICA R CLOUD REPRESENTS OUT OF STATE 0.00 X 0 0 0 KENNETH W EPPS REPRESENTS OUT OF STATE 0.00 X 0 0 0 DAVID WAYNE JERNIGAN REPRESENTS OUT OF STATE 0.00 X 0 0 0 DARRYL JOEL KEITH REPRESENTS OUT OF STATE 0.00 X 0 0 0 JENNELL S MCINTOSH REPRESENTS OUT OF STATE 0.00 X 0 0 0 ROBERT LOUIS WYNN II REPRESENTS OUT OF STATE 0.00 X 0 0 0 CAROLYN GRIFFIN HALL REPRESENTS OUT OF STATE 0.00 X 0 0 0 EUGENE Y LAO REPRESENTS OUT OF STATE 0.00 X 0 0 0 JANET ROACH REPRESENTS OUT OF STATE 0.00 X 0 0 0 RUSSELL DAVID BABB ATHLETIC COUNCIL 0.00 X 0 0 0 SCOTT CARMICHAEL WILLIAMS ATHLETIC COUNCIL 0.00 X 0 0 0 CHARLOTTE DANIELE SMITH ATHLETIC COUNCIL 0.00 X 0 0 0 STEPHEN C SHAW VICE PRESIDENT & CHIEF FIN 40.00 X 185483 0 26238 ALLAN HOLMES EDITOR & DIRECTOR OF COMMU 40.00 X 142588 0 13179 ROGER NELSEN DIRECTOR OF ALUMNI RECORDS & INFORMATION SYSTEMS 40.00 X 112917 0 23475 LISA BEERS CONTROLLER 40.00 X 104368 0 18755 JASON SMITH DESIGN DIRECTOR AND MANAGING EDITOR 40.00 X 104197 0 18468 JULIE GONYA NETWORK ADMINISTRATOR 40.00 X 104196 0 19410 947844 0 144270 7 0 1 0 0 1488126 77498 1565624 PROGRAMS & EVENTS 711300 765368 765368 ALUMNI TOURS 561500 643831 643831 ALUMNI PUBLICATIONS 541800 402110 401506 604 RECORDS MAINTENANCE 541200 110956 110956 UNIVERSITY PROGRAM SUPPORT 561000 34125 34125 1956390 5300260 5300260 410747 410747 96000 0 96000 96000 96000 250 0 250 250 250 27731 26603 1128 1128 9330399 910449 1046465 5807861 585989 468791 117198 2307215 1957707 349508 195661 145259 50402 377184 257257 119927 206541 144441 62100 140 140 33005 33005 819118 723730 95388 50761 10962 39799 377220 358470 18750 27779 24887 2892 36982 32340 4642 95922 86774 9148 72137 72137 INCOME TAXES 66914 66914 ALUMNI & STUDENT PROGRA 1467679 1285720 181959 MEMBERSHIP 391343 391343 SECURITY 226819 226819 179291 143433 35858 7517700 6098028 1419672 0 8518703 7486120 790932 865003 1183934 1183934 252179 283416 2810971 2377781 204391 433190 107364531 118691022 118314670 128942685 432673 808775 705479 691992 1138152 1500767 X 114992656 125099005 2183862 2342913 117176518 127441918 118314670 128942685 1812699 8452701 0 X X 0 1 X 1 0 X X 1 THE UNIVERSITY OF NORTH CAROLINA 566001393 5 1 7517700 0 1 7517700 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 1 1 SECTION D, QUESTION 1 HISTORICALLY WE'VE HAD AN UNDERSTANDING WITH OUR SUPPORTED ORGANIZATION, THE UNIVERSITY OF NORTH CAROLINA (UNC), THAT OUR MOST RECENTLY FILED 990S ARE AVAILABLE ANNUALLY AND DIGITALLY (ON GUIDESTAR.COM) AND OUR FORM 990 INCLUDES INFORMATION REGARDING THIS SUPPORT PROVIDED TO UNC DURING THE FISCAL YEAR. FURTHERMORE, WHILE OUR GOVERNING DOCUMENTS HAVE BEEN PREVIOUSLY PROVIDED TO OUR SUPPORTED ORGANIZATION, WE TYPICALLY WOULD ONLY PROVIDE UPDATES IF SOMETHING SIGNIFICANT WERE AMENDED WHICH DID NOT OCCUR THIS FISCAL YEAR. THE PRACTICES NOTED ABOVE HAVE BEEN LONG-STANDING AND CONTINUING IN KEEPING WITH OUR HISTORICALLY CLOSE RELATIONSHIP WHICH IS DESCRIBED FURTHER IN QUESTION 2. SECTION D, QUESTION 2 OUR PRESIDENT IS A MEMBER OF THE UNC CHANCELLOR'S CABINET. WHILE WE PERIODICALLY MAY HAVE ONE OR MORE MEMBERS OF OUR GOVERNING BODY WHO ARE ALSO DIRECTORS OR TRUSTEES OF OUR SUPPORTED ORGANIZATION, IT'S THROUGH OUR PRESIDENT'S ROLE AND RELATIONSHIP WITH THE LEADERSHIP TEAM OF OUR SUPPORTED ORGANIZATION, AND OUR ONGOING AND LONG-STANDING RELATIONSHIP WITH UNC, THAT WE HAVE MAINTAINED A RESPONSIVE CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH UNC DURING THIS FILING PERIOD. ADDITIONALLY, ALL OUR INVESTABLE ASSETS ARE INVESTED WITH THE UNIVERSITY'S FOUNDATION; AND ALL OF OUR PROGRAMMING AND ACTIVITIES ARE AIMED AT ALUMNI AND CURRENTLY ENROLLED STUDENTS. FURTHERMORE, AS DESCRIBED IN IRS REG. 1.509(A), WE MEET THE DEFINITION OF A PRE-NOVEMBER 20, 1970 ORGANIZATION (A NOTED EXCEPTION IN REG.) WHICH STATES THAT IN THE CASE OF A SUPPORTING ORGANIZATION THAT WAS SUPPORTING OR BENEFITTING A SUPPORTED ORGANIZATION BEFORE NOVEMBER 20, 1970, ADDITIONAL FACTS AND CIRCUMSTANCES, SUCH AS HISTORIC AND CONTINUING RELATIONSHIP BETWEEN THE ORGANIZATIONS, MAY BE TAKEN INTO ACCOUNT IN FURTHER ESTABLISHING COMPLIANCE WITH THE RESPONSIVENESS TEST. WE WERE ORGANIZED IN 1843 AND HAVE BEEN SUCCESSFULLY SUPPORTING UNC SINCE THAT TIME, AS EVIDENCED BY A VERY LONG-STANDING AND CLOSE RELATIONSHIP BETWEEN OUR TWO ORGANIZATIONS. SECTION D, QUESTION 3 OUR PRESIDENT IS A MEMBER OF THE UNC CHANCELLOR'S CABINET. WHILE WE PERIODICALLY MAY HAVE ONE OR MORE MEMBERS OF OUR GOVERNING BODY WHO ARE ALSO DIRECTORS OR TRUSTEES OF OUR SUPPORTED ORGANIZATION, IT'S THROUGH OUR PRESIDENT'S ROLE AND RELATIONSHIP WITH THE LEADERSHIP TEAM OF OUR SUPPORTED ORGANIZATION, AND OUR ONGOING AND LONG-STANDING RELATIONSHIP WITH UNC, THAT WE HAVE MAINTAINED A RESPONSIVE CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH UNC DURING THIS FILING PERIOD. ADDITIONALLY, ALL OUR INVESTABLE ASSETS ARE INVESTED WITH THE UNIVERSITY'S FOUNDATION; AND ALL OF OUR PROGRAMMING AND ACTIVITIES ARE AIMED AT ALUMNI AND CURRENTLY ENROLLED STUDENTS. FURTHERMORE, AS DESCRIBED IN IRS REG. 1.509(A), WE MEET THE DEFINITION OF A PRE-NOVEMBER 20, 1970 ORGANIZATION (A NOTED EXCEPTION IN REG.) WHICH STATES THAT IN THE CASE OF A SUPPORTING ORGANIZATION THAT WAS SUPPORTING OR BENEFITTING A SUPPORTED ORGANIZATION BEFORE NOVEMBER 20, 1970, ADDITIONAL FACTS AND CIRCUMSTANCES, SUCH AS HISTORIC AND CONTINUING RELATIONSHIP BETWEEN THE ORGANIZATIONS, MAY BE TAKEN INTO ACCOUNT IN FURTHER ESTABLISHING COMPLIANCE WITH THE RESPONSIVENESS TEST. WE WERE ORGANIZED IN 1843 AND HAVE BEEN SUCCESSFULLY SUPPORTING UNC SINCE THAT TIME, AS EVIDENCED BY A VERY LONG-STANDING AND CLOSE RELATIONSHIP BETWEEN OUR TWO ORGANIZATIONS. SECTION E, 2A. OUR SUPPORTED ORGANIZATION IS THE UNIVERSITY OF NORTH CAROLINA. WE PROVIDE AND SUPPORT ALUMNI ACTIVITIES (EX. REUNIONS, TRAVEL PROGRAM, ALUMNI CHAPTERS, ALUMNI DIRECTORY, CAREER ADVISORY SERVICES) THAT THE UNIVERSITY WOULD PROVIDE IF WE DID NOT. SECTION E, 2B. WE PROVIDE AND SUPPORT ALUMNI ACTIVITIES (EX. REUNIONS, TRAVEL PROGRAM, ALUMNI CHAPTERS, ALUMNI DIRECTORY, CAREER ADVISORY SERVICES) THAT THE UNIVERSITY WOULD PROVIDE IF WE DID NOT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6098028 6098028 454901 113725 0 0 413738 425485 411577 454901 1705701 2558552 624 1467 2091 103435 106371 102894 113725 426425 639638 624 1467 2091 90121 0 109654164 -2683983 13775565 825924 608841 119310981 111636520 -423867 -123724 825924 608841 109654164 108458357 52709 4528043 794329 608260 111636520 77290707 226338 32420295 34000 804699 640284 108458357 77139749 178135 1451806 33500 805199 640284 77290707 0.98000 0.02000 0 0 775782 750302 25480 1945068 1627479 317589 90121 90121 433190 UNCFIF 118691022 F 118691022 X 17809453 8452701 26603 8479304 9330149 250 250 9330399 8031363 513663 513663 7517700 0 7517700 PART III, LINE 4: ORGANIZATION'S ART COLLECTION DISPLAYED FOR THE ENJOYMENT OF MEMBERS AND ALUMNI. PART V, LINE 4: ENDOWMENT FUNDS USED TO SERVICE LIFE MEMBERS, OPERATING CONTINGENCIES AND CAPITAL REPLACEMENT NEEDS. PART X, LINE 2: IT IS THE ASSOCIATION'S POLICY TO EVALUATE ALL TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A MORE-LIKELY-THAN-NOT THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR 2024. ANY CHANGES IN THE AMOUNT OF A TAX POSITION WILL BE RECOGNIZED IN THE PERIOD THE CHANGE OCCURS. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES NETTED IN GROSS REVENUES 26,603. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON DISPOSAL INCLUDED IN EXPENSES 250. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES NETTED IN GROSS REVENUES 26,603. CURRENT YEAR USE OF DONATED FACILITIES 487,310. GAIN ON DISPOSAL INCLUDED IN EXPENSES -250. 1 X X 0 0 0 0 0 0 0 0 0 VERONICA FLASPOEHLER PRESIDENT 194095 0 0 0 0 0 24102 0 643 0 218840 0 0 0 STEPHEN C SHAW VICE PRESIDENT & CHIEF FIN 185483 0 0 0 0 0 15392 0 10846 0 211721 0 0 0 ALLAN HOLMES EDITOR & DIRECTOR OF COMMU 142588 0 0 0 0 0 11761 0 1418 0 155767 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ALUMNI ASSOCIATION HAS MEMBERS THAT PAY DUES TO RECEIVE BENEFITS FROM THE ASSOCIATION AND ATTEND ASSOCIATION SPONSORED EVENTS. FORM 990, PART VI, SECTION A, LINE 7A EACH YEAR A BALLOT WITH ALL OPEN POSITIONS ON THE GENERAL ALUMNI ASSOCIATION'S BOARD IS SENT TO ALL MEMBERS OF THE ALUMNI ASSOCIATION VIA EMAIL ADDRESSES ON FILE WITH THE ALUMNI ASSOCIATION. PRINTED BALLOTS ARE MAILED BY REQUEST. THE CANDIDATES FOR EACH POSITION ARE IDENTIFIED BY THE NOMINATING COMMITTEE ON THE BOARD AND REPORTED TO THE WHOLE BOARD. ELECTION RESULTS ARE THEN REPORTED BY THE NOMINATING COMMITTEE TO THE WHOLE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE RETURNS ARE PREPARED BY AN OUTSIDE INDEPENDENT ACCOUNTANT WITH INFORMATION PROVIDED BY THE CONTROLLER AND REVIEWED BY THE ASSOCIATION'S VICE PRESIDENT AND CHIEF FINANCIAL OFFICER. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENT. FORM 990, PART VI, SECTION B, LINE 15A ANNUAL PERFORMANCE EVALUATION CONDUCTED BY THE BOARD'S PERSONNEL COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE GENERAL ALUMNI ASSOCIATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST OR VERBAL REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES WERE MADE IN THE CURRENT FISCAL YEAR. THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 205 KENAN CENTER CAMPUS BOX 3490 CHAPEL HILL NC 27599 566001393 EDUCATION NC 501(C)(3) LINE 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0