2026-05-14T13:47:58+00:00 2025-06-30 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990 2024-07-01 237056162 INDIANA UNIVERSITY ALUMNI ASSOCIATION INC INDI 8128556305 1000 EAST 17TH STREET BLOOMINGTON IN 47408 Paul Clifford Chief Executive Officer 8128556305 2026-05-14 true true Nicole Fishback P01279475 3173834000 2026-05-15 2024 2025-03-06 01:10:19Z Paul Clifford 1000 EAST 17TH STREET BLOOMINGTON IN 47408 11784421 false X WWW.ALUMNI.INDIANA.EDU X 1969 IN IDENTIFY AND INVOLVE MORE THAN 805,000 ALUMNI TO SERVE INDIANA UNIVERSITY AND EACH OTHER. 14 13 35 720 229403 13308 8371699 7217241 993547 1390765 1150805 1224102 610221 474431 11126272 10306539 1794025 1756875 0 0 5102721 5004891 0 0 58263 3251530 3542601 10148276 10304367 977996 2172 33332242 34727845 997472 1264199 32334770 33463646 THE INDIANA UNIVERSITY ALUMNI ASSOCIATION ACTIVATES AND SUPPORTS THE GLOBAL ALUMNI NETWORK- ENCOURAGING ALUMNI TO GROW A LIFELONG CONNECTION WITH INDIANA UNIVERSITY, AND INSPIRING THEIR ONGOING GENEROSITY TOWARD EACH OTHER AND THE UNIVERSITY. false false 9335749 1756875 1165875 PROVIDE PROGRAMS, ACTIVITIES, COMMUNICATIONS, AND SERVICES TO GENERAL ALUMNI BODY, ALUMNI COMMUNITIES, CONSTITUENT SOCIETIES AND AFFILIATE GROUPS. PARTICULARLY FOCUSED ON PROVIDING CAREER AND PROFESSIONAL DEVELOPMENT AND PERSONAL DEVELOPMENT OPPORTUNITIES IN PROGRAMMING, NETWORKING, AND CONTENT. 9335749 true true false true false false false false false true true true false true false false true false false false true false false false true false false true false true false false false false false false false false false false false false false false false false false false false false true X 45 0 true 35 true true true false false false false true true false false false false false false X 14 13 false false false false false true false true true false true true true true true true true true true true false false IN X X Brad Westlake 8128556305 1000 E 17TH STREET BLOOMINGTON IN 47408 DAWN WHITEHEAD CHAIR 10.0 0.0 X X 0 0 0 KYLE KING SECRETARY 10.0 0.0 X X 0 0 0 MARTIN VARGAS IMMEDIATE PAST CHAIR 10.0 0.0 X X 0 0 0 PATRICIA RIVEIRE CHIEF EXECUTIVE OFFICER 40.0 0.0 X X 138504 0 47512 SHELLEY RAPER TREASURER 10.0 0.0 X X 0 0 0 SHONTRAI IRVING VICE CHAIR 10.0 0.0 X X 0 0 0 YUNG NGUYEN CHAIR ELECT 10.0 0.0 X X 0 0 0 CINDY STONE MEMBER 10.0 0.0 X 0 0 0 JOHN BROWN MEMBER 10.0 0.0 X 0 0 0 KATELYN KING STUDENT REPRESENTATIVE 10.0 0.0 X 0 0 0 MARY SUSAN BUHNER MEMBER 10.0 0.0 X 0 0 0 MAUTRICE MERIWEATHER MEMBER 10.0 0.0 X 0 0 0 MICHAEL WARGO MEMBER 10.0 0.0 X 0 0 0 SHISHIR DESHPANDE MEMBER 10.0 0.0 X 0 0 0 Michael King BEG 0125 Executive Director of Finance 40.0 0.0 X 0 0 0 SARAH PIKE END 0125 EXECUTIVE DIRECTOR OF FINANCE 40.0 0.0 X 145057 0 40846 283561 0 88358 2 false true true IU Foundation 1500 N State Road 46 Bypass Bloomington IN 47408 Marketing, technology, data, legal services, chief alumni officer. 1787594 1 8150 7209091 4832 7217241 OTHER PROGRAM REVENUE 561520 1161362 1161362 TOURS 561500 229403 229403 0 0 0 0 1390765 1224102 1224102 349728 349728 0 0 1436126 1436126 0 0 139890 8150 41539 98351 98351 4730 217 4513 4513 ADVERTISING INCOME 900099 21839 21839 0 0 0 0 21839 10306539 1165875 229403 1694020 1756875 1756875 0 0 0 0 0 0 371919 371919 0 0 0 0 0 0 4632972 3971892 636682 24398 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9535 0 9535 0 52100 0 52100 0 0 0 0 0 0 0 32814 0 32814 0 728507 728507 0 0 294513 263847 23562 7104 95004 74587 6486 13931 57298 26167 31131 0 0 0 0 0 85849 85849 0 0 377551 334885 37210 5456 0 0 0 0 1447935 1386976 55021 5938 0 0 0 0 0 0 0 0 254948 230816 22696 1436 52061 48943 3118 0 Dues and Subscriptions 27140 27140 0 0 Training 25814 25814 0 0 Other 1532 1532 0 0 0 0 0 0 10304367 9335749 910355 58263 0 0 0 0 905 905 1906177 1793553 303295 241388 0 0 0 0 29110 30592 127616 112755 7077553 5668494 1607227 1409059 11613362 12981930 13058034 12981930 0 4686516 5175733 33332242 34727845 922242 1222759 75230 41440 0 0 0 0 997472 1264199 X 27378187 28523806 4956583 4939840 32334770 33463646 33332242 34727845 X 2172 932819 193885 X false true true false X 7633381 7604486 7891979 8371699 7217241 38718786 0 0 7633381 7604486 7891979 8371699 7217241 38718786 0 38718786 1543808 1504072 1701701 1588238 1573830 7911649 1484 23582 25066 105526 120403 118653 70095 21839 436516 47092017 4313057 0.82219 0.81950 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - ADVERTISING INCOME, COLUMN A - 105526.0, COLUMN B - 120403.0, COLUMN C - 118653.0, COLUMN D - 70095.0, COLUMN E - 21839.0, COLUMN F - 436516.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 10246104 0 10246104 0 662305 0 165576 0 0 0 0 0 616933 683971 653203 662305 2616412 3924619 0 0 0 0 0 154233 170993 163301 165576 654103 981154 0 0 0 0 0 Schedule C, Part II-A, Line 1d, Column (a) LOBBYING ACTIVITIES: ALL LOBBYING ACTIVITES, WHICH WERE COMPRISED OF VARIOUS PROGRAMS PRESENTED BY HOOSIERS FOR HIGHER EDUCATION, A GRASSROOTS HIGHER EDUCATION ADVOCACY ORGANIZATION, CEASED IN FISCAL YEAR 2019. 66317 1240 4431 71988 61833 910 3574 66317 59894 765 1174 61833 58359 1290 245 59894 52962 463 14168 9234 58359 0.0 0.6 0.4 true false 6477782 5216990 1260792 599771 451504 148267 1409059 Closely-held equity interests Financial derivatives ALTERNATIVE INVESTMENTS 12981930 F 12981930 BENEFICIAL INTEREST OF PERPETUAL TRUSTS 5175733 5175733 11433460 932819 194102 1126921 10306539 0 0 10306539 10304584 217 217 10304367 0 0 10304367 Schedule D, Part X ASC 740 DISCLOSURE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds THERE ARE 3 SMALL ENDOWMENT ACCOUNTS THAT SUPPORT SPECIFIC STUDENT AND ALUMNI PROGRAMMING INITIATIVES. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 COST OF GOODS SOLD - 217 CHANGE IN VALUE OF BENEFICIAL INTEREST - 193885 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 COST OF GOODS SOLD - 217 East Asia and the Pacific 0 0 Program Services Alumni Relations 55828 Europe (Including Iceland and Greenland) 0 0 Program Services Alumni Relations 34529 North America (Canada & Mexico only) 0 0 Program Services Alumni Relations 8176 South Asia 0 0 Program Services Alumni Relations 28506 0 0 0 0 0 0 127039 0 127039 false false false false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH ASIA-Accrual IUSB NIGHT OF THE TITANS 84600 0 84600 0 0 0 28262 0 8992 TOBIAS 20TH ANNIVERSARY 25200 0 25200 0 0 0 1252 0 698 6 38240 8150 30090 0 0 0 251 0 2084 148040 8150 139890 0 0 0 29765 0 11774 41539 98351 true INDIANA UNIVERSITY 107 S INDIANA AVE BLOOMINGTON IN 47405 356001673 501(C)(3) 1756875 SCHOLARSHIPS 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds The IUAA sends the funding to Indiana University to support scholarships. IU distributes these funds to pay for scholarships awarded by IU. IU provides a confirmation annually that the scholarships were awarded. X true true X false false false false false false false false false PATRICIA RIVEIRE CHIEF EXECUTIVE OFFICER 132870 0 0 0 5634 0 20529 0 26983 0 186016 0 0 0 SARAH PIKE END 0125 EXECUTIVE DIRECTOR OF FINANCE 127012 0 18045 0 0 0 12614 0 28232 0 185903 0 0 0 Schedule J, Part I, Line 1a Travel for companions SINCE 1997, INDIANA UNIVERSITY POLICY HR-02-140 HAS AUTHORIZED THE CHANCELLOR OF A CAMPUS, A VICE PRESIDENT, THE PROVOST OR IU ALUMNI ASSOCIATION CEO TO APPOINT HIS OR HER SPOUSE AS AN ASSOCIATE TO THEIR RESPECTIVE POSITION, SUBJECT TO THE APPROVAL OF THE IU SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER. THIS IS A NON-SALARIED POSITION THAT PERMITS THE ASSOCIATE TO TRAVEL, BE ELIGIBLE FOR WORKMAN'S COMPENSATION INSURANCE, RECEIVE AN INDIANA UNIVERSITY IDENTIFICATION CARD, AND BE PROVIDED OTHER RESOURCES HELPFUL WHEN WORKING ON OFFICIAL UNIVERSITY OR ASSOCIATION BUSINESS. THIS IS A NON-TAXABLE BENEFIT. THE FULL POLICY IS AVAILABLE ONLINE AT: POLICIES.IU.EDU/POLICIES/HR-02-140-ASSOCIATE-CHANCELLOR-VICE-PRESI DENT-PROVOST-IU-ALUMNI-ASSOCIATION PRESIDENT/INDEX.HTML Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE ORGANIZATION DOES NOT SET THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER OF IUAA. INSTEAD, THE PRESIDENT OF INDIANA UNIVERSITY FOUNDATION RECOMMENDS A SALARY RATE TO INDIANA UNIVERSITY FOUNDATION HUMAN RESOURCES LEADER WHO REVIEWS MARKET DATA AND OTHER EQUITY WITHIN IU FOUNDATION STAFF. Schedule J, Part II Compensation from Unrelated Organization Name of Unrelated Organization: Indiana University Names and Amounts Receiving Compensation: (A) Name (B)Reportable Compensation (C) Other Compensation (A) Patricia Riveire (B) 99,625 (C) 12,319 Form 990, Part V, Line 2a EMPLOYEES REPORTED ON FORM W-3 INDIANA UNIVERSITY PREPARES AND MAINTAINS THE PAYROLL RECORDS FOR INDIANA UNIVERSITY ALUMNI ASSOCIATION'S EMPLOYEES UNDER A REIMBURSEMENT PLAN. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body VOLUNTEERS IN THE ALUMNI ASSOCIATION MAY NOMINATE, RUN, OR VOTE IN THE ELECTION. THE ELECTION IS FOR BOARD AND EXECUTIVE COUNCIL. BOTH BODIES VOTE ON GOVERNANCE ITEMS, LIKE BYLAWS CHANGES. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FINANCE COMMITTEE REVIEWS THE FORM 990 AND THEN PRESENTS THE FORM 990 TO THE BOARD FOR THEIR REVIEW AND ACCEPTANCE PRIOR TO FILING. THE FORM 990 IS ALSO REVIEWED BY AN INDEPENDENT ACCOUNTANT. Form 990, Part VI, Line 12c Conflict of interest policy ANNUALLY THE OFFICERS AND KEY EMPLOYEES ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST. THESE DISCLOSURES ARE COLLECTED, REVIEWED, AND INVESTIGATED BY THE DIRECTOR OF GOVERNANCE. THE DIRECTOR OF GOVERNANCE REPORTS AS NECESSARY ANY CONFLICTS OF INTEREST TO THE CHAIR OF THE FINANCE COMMITTEE. IF A BOARD MEMBER HAS A CONFLICT, HE OR SHE WOULD ABSTAIN FROM DISCUSSION AND VOTING IN THAT AREA. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS SET BY THE PRESIDENT OF THE INDIANA UNIVERSITY FOUNDATION ON AN ANNUAL BASIS. THE CHIEF EXECUTIVE OFFICER'S SALARY WAS LAST REVIEWED IN MAY 2025. COMPENSATION FOR KEY EMPLOYEES/POSITIONS ARE ORIGINALLY SET BASED UPON A REVIEW BY INDIANA UNIVERSITY AND IUAA HR. ANNUAL SALARY INCREASES ARE REVIEWED BY THE CHIEF EXECUTIVE OFFICER, THE DIRECTOR OF HUMAN RESOURCES, AND THE EXEC DIRECTOR OF FINANCE AND ULTIMATELY SET BY THE CHIEF EXECUTIVE OFFICER WITHIN THE ACCEPTABLE RANGE OF INCREASES AS DETERMINED BY INDIANA UNIVERSITY. Form 990, Part VI, Line 15b Process to establish compensation of other employees SAME AS ABOVE. Form 990, Part VI, Line 19 Required documents available to the public INSTRUCTIONS FOR GETTING THE CONSTITUTION AND BYLAWS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. INSTRUCTIONS FOR GETTING THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. Form 990, Part IX, Column (A) Lines 7-10, Employee Compensation THE INDIANA UNIVERSITY ALUMNI ASSOCIATION REIMBURSES INDIANA UNIVERSITY FOR EXPENSES RELATED TO SALARIES & WAGES, PENSION PLAN CONTRIBUTIONS, OTHER EMPLOYEE BENEFITS, AND PAYROLL TAXES FOR IUAA'S EMPLOYEES, BUT DOES NOT MAINTAIN A SPECIFIC BREAKOUT OF THESE EXPENSES. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN VALUE OF BENEFICIAL INTEREST - 193885; Total - 193885;