2026-02-26T13:19:14-06:00 2025-06-30 251467156 SISTERSON & CO LLP 501 GRANT STREET SUITE 450 PITTSBURGH PA 15219 990 2024-07-01 251753112 INDIANA UNIVERSITY OF PENNSYLVANIA - ALUMNI ASSOCIATION INC INDI 7243577942 BREEZEDALE ALUMNI CTR 880 SCHOOL S INDIANA PA 15705 MARY MORGAN PRESIDENT 7243577942 2026-02-26 1 0 KIMBERLEY A MILLER P01324554 4122812025 2024 2025-03-06 01:10:19Z OFFICE OF ALUMNI AND CONSTITUENT ENGAGEMENT MARY MORGAN BREEZEDALE ALUMNI CTR 880 SCHOOL ST INDIANA PA 15705 312573 0 X HTTPS://WWW.IUP.EDU/ALUMNI/ASSOCIATION X 1987 PA THE ALUMNI ASSOCIATION CREATES AND ENRICHES RELATIONSHIPS TO ENGAGE CURRENT AND FUTURE ALUMNI IN THE ADVANCEMENT OF IUP. 16 16 0 50 0 0 2400 1938 0 0 303800 280583 5666 30052 311866 312573 500000 113000 0 0 0 0 0 0 0 195632 219975 695632 332975 -383766 -20402 6920337 7170664 333333 166333 6587004 7004331 THE ALUMNI ASSOCIATION CREATES AND ENRICHES RELATIONSHIPS TO ENGAGE CURRENT AND FUTURE ALUMNI IN THE ADVANCEMENT OF IUP. 0 0 199193 113000 TO SUPPORT THE OFFICE OF ALUMNI AND FRIENDS WITHIN INDIANA UNIVERSITY OF PENNSYLVANIA IN THEIR EFFORTS TO CONDUCT ACTIVITIES THAT ENGAGE ALUMNI IN THE LIFE OF THE UNIVERSITY TO HELP SUPPORT STUDENT RECRUITMENT, STUDENT ACHIEVEMENT AND TO ADVANCE THE UNIVERSITY. 199193 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X ASST VICE PRESIDENT OFFICE OF ALUMNI AND CONSTITUENT ENGAGEMENT 7243577942 BREEZEDALE ALUMNI CENTER 880 SCHOOL INDIANA PA 15705 X MARY MORGAN PRESIDENT 5.00 X X 0 0 0 SARA LAWER VICE PRESIDENT 5.00 X X 0 0 0 CHAD JURICA SECRETARY 5.00 X X 0 0 0 VALERIE SUTTON TREASURER 5.00 X X 0 0 0 KEVIN BAILEY DIRECTOR 1.00 X 0 0 0 DEBRA EVANS SMITH DIRECTOR 1.00 X 0 0 0 GEORGE KELLY DIRECTOR 1.00 X 0 0 0 MARC HUTZELL DIRECTOR 1.00 X 0 0 0 LESLIE PURSER DIRECTOR 1.00 X 0 0 0 AARON FELTER DIRECTOR 1.00 X 0 0 0 SCOTT RHOADES DIRECTOR 1.00 X 0 0 0 EMILY SMELTZ DIRECTOR 1.00 X 0 0 0 MORGAN HUEY DIRECTOR 1.00 X 0 0 0 MATT KOVATCH DIRECTOR 1.00 X 0 0 0 STEVE MIHALACKI DIRECTOR 1.00 X 0 0 0 CHANNING MORELAND DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1938 1938 183022 183022 30052 30052 97561 0 97561 97561 97561 312573 0 0 310635 113000 113000 58373 58373 1166 1166 17020 17020 86193 86193 5860 5860 ALUMNI EVENTS 51363 51363 332975 199193 133782 0 6920337 7170664 6920337 7170664 333333 166333 333333 166333 X 6587004 7004331 6587004 7004331 6920337 7170664 -20402 437729 0 X 0 1 X 1 0 X 1300 1560 10496 2400 1938 17694 71178 96796 201240 211019 224988 805221 72478 98356 211736 213419 226926 822915 822915 198047 189857 200669 171574 213074 973221 1796136 0.45820 0.41970 X 0 DEPOSITS HELD IN TRUST BY THE FOUNDATION FOR INDIANA UNIV. OF PENNSYLVANIA 7170664 7170664 X 973908 437729 223606 661335 312573 0 312573 556581 223606 223606 332975 0 332975 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ASSOCIATION EVALUATES TAX POSITIONS FOR RECOGNITION BY DETERMINING WHETHER EVIDENCE INDICATES THAT IT IS MORE LIKELY THAN NOT THAT A POSITION WILL BE SUSTAINED IF EXAMINED BY TAXING AUTHORITIES. AS OF JUNE 30, 2025 AND 2024, THE ASSOCIATION IS UNAWARE OF ANY UNRECOGNIZED TAX BENEFITS OR UNCERTAIN TAX POSITIONS. THE ASSOCIATION'S TAX RETURNS FOR THE TAX YEARS 2022 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 1 THE FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA (IUP) 1011 SOUTH DRIVE INDIANA PA 15705 256087074 501(C)(3) 0 50000 TO SUPPORT THE LEGACY SCHOLARSHIP FUND THE FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA (IUP) 1011 SOUTH DRIVE INDIANA PA 15705 256087074 501(C)(3) 0 50000 TO SUPPORT THE ENDOWMENT FUND THE INDIANA UNIVERSITY OF PENNSYLVANIA STUDENT AMBASSADORS 1011 SOUTH DRIVE INDIANA PA 15705 256087074 501(C)(3) 0 13000 TO SUPPORT THE INDIANA UNIVERSITY OF PENNSYLVANIA STUDENT AMBASSADORS PART I, LINE 2: THE INDIANA UNIVERSITY OF PENNSYLVANIA ALUMNI ASSOCIATION WILL SUBMIT THE ANNUAL TRANSFER FOR THE FUNDS TO THE FOUNDATION FOR IUP AND THE STUDENT AMBASSADORS AS PLEDGED AND WILL RECEIVE CONFIRMATION THAT THE FUNDS HAVE BEEN USED FOR THEIR INTENDED PURPOSE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED VIA E-MAIL TO ALL BOARD MEMBERS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C POLICIES ARE MONITORED ON AN ONGOING BASIS BY THE ASSOCIATION'S ASSISTANT VICE PRESIDENT OF ALUMNI AND CONSTITUENT ENGAGEMENT AND BY THE BOARD OF DIRECTORS. THE ASSOCIATION'S GOVERNANCE COMMITTEE ALSO CONDUCTS AN ANNUAL REVIEW TO ENSURE THAT ALL POLICIES ARE ENFORCED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE ON FILE IN THE OFFICE OF ALUMNI AND CONSTITUENT ENGAGEMENT AND ALL MEETINGS ARE HELD IN PUBLIC. INDIANA UNIVERSITY OF PENNSYLVANIA SOUTH DRIVE INDIANA PA 15705 251470695 SUPPORT TO INDIANA UNIVERSITY OF PENNSYLVANIA PA 115 0 THE FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA 1011 SOUTH DRIVE INDIANA PA 15705 256087074 PAYMENT OF MANAGEMENT FEES FOR DEPOSITS HELD IN TRUST BY THE FOUNDATION PA 501(C)(3) LINE 5 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA AND IUP B 199193 COLLEGIATE SUPPORT FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA M 58373 % OF FUNDS MANAGED INDIANA UNIVERSITY OF PENNSYLVANIA (IUP) O 110932 % OF TIME INDIANA UNIVERSITY OF PENNSYLVANIA (IUP) N 114056 % OF SQUARE FOOTAGE/CONTRACT AMT.