2026-05-15T08:45:01-05:00 2025-06-30 560571159 BERNARD ROBINSON & COMPANY LLP 100 E CUMBERLAND STREET DUNN NC 28334 990 2024-07-01 566000469 GENERAL ALUMNI ASSOCIATION DBA UNC GENERAL ALUMNI ASSOCIATION GENE 9199621208 PO BOX 660 CHAPEL HILL NC 275140660 VERONICA M FLASPOEHLER PRESIDENT 9199621208 2026-05-13 1 0 JOHN M ROBINSON P01281319 9108921021 2026-05-12 2024 2025-03-06 01:10:19Z CAROLINA ALUMNI VERONICA M FLASPOEHLER PO BOX 660 CHAPEL HILL NC 275140660 9628731 0 X ALUMNI.UNC.EDU X NONPROFIT 1843 NC CAROLINA ALUMNI INITIATIVES SUPPORT OVER 30,000 ACTIVE STUDENTS AND OVER 370,000 ALUMNI AND FRIENDS OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. CAROLINA ALUMNI CREATES A DYNAMIC ALUMNI COMMUNITY THAT REFLECTS THE VALUES AND TRADITIONS OF CAROLINA. WE DO THIS THROUGH A VARIETY OF PROGRAMS, NETWORKING AND SOCIAL EVENTS, ALUMNI CAREER SERVICES, AND MORE ENSURING THE CAROLINA CONNECTION REMAINS STRONG AND VIBRANT. 36 35 51 200 1177972 204552 1565624 1590998 1956390 1860791 5300510 5614236 507875 535144 9330399 9601169 0 0 0 0 3672590 4028299 0 0 0 3845110 3628573 7517700 7656872 1812699 1944297 128942685 138546126 1500767 1149590 127441918 137396536 X CAROLINA ALUMNI INITIATIVES SUPPORT OVER 30,000 ACTIVE STUDENTS AND OVER 370,000 ALUMNI AND FRIENDS OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. CAROLINA ALUMNI CREATES A DYNAMIC ALUMNI COMMUNITY THAT REFLECTS THE VALUES AND TRADITIONS OF CAROLINA. WE DO THIS THROUGH A VARIETY OF PROGRAMS, NETWORKING AND SOCIAL EVENTS, ALUMNI CAREER SERVICES, AND MORE ENSURING THE CAROLINA CONNECTION REMAINS STRONG AND VIBRANT. 0 0 2117026 563631 PROGRAMS AND EVENTS/ALUMNI TOURS: 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 US 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 10 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 60 TRIPS, SERVING OVER 900 TRAVELERS; SUPPORT FOR A NUMBER OF STUDENT GROUPS, INCLUDING THE SENIOR CLASS, TWO ACAPELLA GROUPS, THE HOMECOMING COMMITTEE AND THE ORDER OF THE BELL TOWER, WHICH SERVES AND THE OFFICIAL STUDENT AMBASSADORS AND TRADITION KEEPERS TO THE UNIVERSITY. 2114275 ALUMNI PUBLICATIONS/COMMUNICATIONS: PRODUCTION AND DISTRIBUTION OF THE BI-MONTHLY CAROLINA ALUMNI MAGAZINE TO 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 CAROLINA ALUMNI'S WEBSITE. 893052 117216 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. 889361 MEMBERSHIP: MEMBERSHIP BENEFITS AND SERVICES TO PROMOTE ALUMNI PROGRAMS, ACTIVITIES, AND PUBLICATIONS FOR 19,308 ANNUAL MEMBERS AND 43,223 LIFE MEMBERS. 889361 6013714 1 0 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 72 0 1 51 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 36 35 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 451581 0 31651 MARTHA GABRIEL PECK CHAIR 0.00 X X 0 0 0 DANA E SIMPSON COUNSEL 0.00 X X 0 0 0 C LEE CONNER FIRST VICE CHAIR 0.00 X X 0 0 0 JANET ROACH SECOND VICE CHAIR 0.00 X X 0 0 0 DWIGHT M DAVIDSON III TREASURER 0.00 X X 0 0 0 W LOWRY CAUDILL IMMEDIATE PAST CHAIR 0.00 X X 0 0 0 PAULA BROWN STAFFORD CHAIR - ELECT 0.00 X X 0 0 0 SYDNEY JEANENE BATCH DIRECTOR AT LARGE 0.00 X 0 0 0 JAMES REUBEN COPLAND IV REPRESENTS NC DISTRICT 0.00 X 0 0 0 BERNADINE ALSTON COBB REPRESENTS NC DISTRICT 0.00 X 0 0 0 GRANT LILES CAMPBELL REPRESENTS NC DISTRICT 0.00 X 0 0 0 NATALIE KNORR BEST REPRESENTS NC DISTRICT 0.00 X 0 0 0 MALCOLM LOGAN DIRECTOR AT LARGE 0.00 X 0 0 0 ERIC DAVID JOHNSON DIRECTOR AT LARGE 0.00 X 0 0 0 HENRY ORLANDO FOUST REPRESENTS NC DISTRICT 0.00 X 0 0 0 CHARLOTTE DANIELE SMITH ATHLETIC COUNCIL 0.00 X 0 0 0 MARCUS DARREL GINYARD ATHLETIC COUNCIL 0.00 X 0 0 0 ASHLEY PARROTT DUNHAM REPRESENTS NC DISTRICT 0.00 X 0 0 0 DARRYL JOEL KEITH REPRESENTS OUT OF STATE 0.00 X 0 0 0 MURRAY LEWIS COLEMAN REPRESENTS OUT OF STATE 0.00 X 0 0 0 HONORABLE KRISTIN DUTROW BAKER DIRECTOR AT LARGE 0.00 X 0 0 0 ANNE WILSON NEVILLE-BONILLA REPRESENTS OUT OF STATE 0.00 X 0 0 0 ASHLEY MATLOCK PERKINSON REPRESENTS NC DISTRICT 0.00 X 0 0 0 DAVID WAYNE JERNIGAN REPRESENTS OUT OF STATE 0.00 X 0 0 0 KENNETH W EPPS REPRESENTS OUT OF STATE 0.00 X 0 0 0 MONICA R CLOUD REPRESENTS OUT OF STATE 0.00 X 0 0 0 DANYA LEFORD VANHOOK REPRESENTS NC DISTRICT 0.00 X 0 0 0 STEPHANIE POOLE NIEMAN REPRESENTS NC DISTRICT 0.00 X 0 0 0 RUSSELL DAVID BABB ATHLETIC COUNCIL 0.00 X 0 0 0 HONORABLE EDWARD FRANCIS HANES JR REPRESENTS NC DISTRICT 0.00 X 0 0 0 SENATOR TODD JOHNSON DIRECTOR AT LARGE 0.00 X 0 0 0 JENNELL S MCINTOSH REPRESENTS OUT OF STATE 0.00 X 0 0 0 JOHN ELLIOT DERVIN DIRECTOR AT LARGE 0.00 X 0 0 0 ROBERT LOUIS WYNN II REPRESENTS OUT OF STATE 0.00 X 0 0 0 MONIKA LEIGH MOORE REPRESENTS OUT OF STATE 0.00 X 0 0 0 STEPHEN C SHAW VICE PRESIDENT & CHIEF FIN 40.00 X 194644 0 28807 ROGER NELSEN DIRECTOR OF ALUMNI RECORDS 40.00 X 124265 0 34898 JULIE GONYA NETWORK ADMINISTRATOR 40.00 X 107234 0 19853 JASON SMITH DESIGN DIRECTOR AND MANAGI 40.00 X 109859 0 18890 LISA BEERS CONTROLLER 40.00 X 108139 0 19242 ALLAN HOLMES EDITOR & DIRECTOR OF COMMU 40.00 X 147589 0 21458 1243311 0 174799 8 0 1 0 0 1427074 163924 1590998 ALUMNI TOURS 561500 791668 791668 PROGRAMS & EVENTS 711300 529506 529506 ALUMNI PUBLICATIONS 541800 385276 384748 528 RECORDS MAINTENANCE 541200 117216 117216 UNIVERSITY PROGRAM SUPPORT 561000 34125 34125 3000 3000 1860791 5614136 5614136 437588 437588 96000 0 96000 96000 96000 100 0 100 100 100 29118 27562 1556 1556 9601169 680847 1177972 6151352 639200 511360 127840 2537703 1896754 640949 230479 136408 94071 401087 250887 150200 219830 140720 79110 18347 18347 40029 40029 807383 714062 93321 17327 13622 3705 406789 386092 20697 6905 6120 785 24020 23253 767 155243 135397 19846 76412 76412 INCOME TAXES 38886 38886 ALUMNI & STUDENT PROGRA 1219658 1204230 15428 MEMBERSHIP 369837 369837 SECURITY 215129 215129 232608 186086 46522 7656872 6013714 1643158 0 7486120 11889053 865003 961263 1183934 1123934 283416 195245 2848182 2472595 433190 375587 118691022 124001044 128942685 138546126 808775 493281 691992 656309 1500767 1149590 X 125099005 134811039 2342913 2585497 127441918 137396536 128942685 138546126 1944297 8010320 0 X X 0 1 X 1 0 X X 1 THE UNIVERSITY OF NORTH CAROLINA 566001393 5 1 7656872 0 1 7656872 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. 6013714 6013714 450686 112672 0 0 425485 411577 454901 450686 1742649 2613974 1467 1467 106371 102894 113725 112672 435662 653493 1467 1467 90121 0 119310981 -3088505 6173690 79500 566972 671368 121078326 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 0.98000 0.02000 0 0 717463 698873 18590 2040598 1773722 266876 90121 90121 375587 UNCFIF 124001044 F 124001044 X 17638951 8010320 27562 8037882 9601069 100 100 9601169 8171643 514772 514772 7656871 0 7656871 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 2025. 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 27,562. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON DISPOSAL INCLUDED IN EXPENSES 100. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES NETTED IN GROSS REVENUES 27,562. CURRENT YEAR USE OF DONATED FACILITIES 487,310. GAIN ON DISPOSAL INCLUDED IN EXPENSES -100. 1 X X 0 0 0 0 0 0 0 0 0 VERONICA FLASPOEHLER PRESIDENT 400894 0 40000 0 10687 0 30495 0 1156 0 483232 0 0 0 STEPHEN C SHAW VICE PRESIDENT & CHIEF FIN 194644 0 0 0 0 0 16071 0 12736 0 223451 0 0 0 ALLAN HOLMES EDITOR & DIRECTOR OF COMMU 147589 0 0 0 0 0 12161 0 9297 0 169047 0 0 0 ROGER NELSEN DIRECTOR OF ALUMNI RECORDS 124265 0 0 0 0 0 11751 0 23147 0 159163 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