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Education : Scholarship and Financial Support

Iowa State University Alumni Association

Your lifetime link

80.19

ISU Alumni Association 429 Alumni Lane
Ames, IA 50011
tel: (877) 478-2586   Web Site
EIN: 42-6062614

Board Leadership
Kathy A. Peterson
Chair

CEO
Jeffery Johnson
President and CEO

Charity Navigator

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  Score
(out of 100) 		Rating
Overall Score & Rating 80.19
  Financial 72.28
  Accountability & Transparency 96.00
This rating was published 02/01/2022 and includes data from FY2020, the most recent 990 received at that time.
Why isn't this based on more recent data?

Founded in 1878, the Iowa State University Alumni Association's long-held mission is to facilitate the lifetime connection of alumni, students, and friends with Iowa State University and each other. Our vision is to be the central organization serving and connecting all alumni and members of the Iowa State family. We host a variety of events, programs and services for alumni and friends locally and across the nation, to engage alumni in the life of the university.

Founded in 1878, the Iowa State University Alumni Association's long-held mission is to facilitate the lifetime connection of alumni, students, and friends with Iowa State University and each other. Our vision is to be the central organization serving and connecting all alumni and members of the Iowa State family. We host a variety of events, programs and services for alumni and friends locally and across the nation, to engage alumni in the life of the university.

Learn more about how we calculate the overall score and rating.

Financial

72.28

Accountability & Transparency

96.00

This rating was published 02/01/2022 and includes data from FY2020, the most recent 990 received at that time.
Why isn't this based on more recent data?
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)		 75.5%
  Administrative Expenses 12.8%
  Fundraising Expenses 11.5%
  Fundraising Efficiency $0.18
  Working Capital Ratio (years) 0.47
  Program Expenses Growth -2.8%
  Liabilities to Assets 37.5%
All data for Financial Performance Metrics calculations was provided by Iowa State University Alumni Association on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Iowa State University Alumni Association on recent 990s filed with the IRS.
Information Provided on the Form 990  
  Independent Voting Board Members
  No Material diversion of assets
  Audited financials prepared by independent accountant
  Does Not Provide Loan(s) to or Receive Loan(s) From related parties
  Documents Board Meeting Minutes
  Provided copy of Form 990 to organization's governing body in advance of filing
  Conflict of Interest Policy
  Whistleblower Policy
  Records Retention and Destruction Policy
  CEO listed with salary
  Process for determining CEO compensation
  Board Listed / Board Members Not Compensated
Is the following information easily accessible on the charity's website?  
  Donor Privacy Policy
  Board Members Listed
  Audited Financials
  Form 990
  Key staff listed

Highly Rated

Charity Name & State Overall Score Overall Rating
Iowa State University Alumni Association (IA) 80.19
Kansas University Alumni Association (KS) 86.36
ASU Foundation (AZ) 98.23
Marine Corps University Foundation (VA) 86.59
Wolfpack Club (NC) 90.19

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $907,274
   Federated Campaigns $0
   Membership Dues $1,001,296
   Fundraising Events $79,689
   Related Organizations $0
   Government Grants $0
Total Contributions $1,988,259
   Program Service Revenue $963,697
Total Primary Revenue $2,951,956
   Other Revenue $676,510
TOTAL REVENUE $3,628,466
   
EXPENSES  
   Program Expenses $3,045,696
   Administrative Expenses $721,759
   Fundraising Expenses $412,357
TOTAL FUNCTIONAL EXPENSES $4,179,812
   
Payments to Affiliates $123,076
Excess (or Deficit) for the year $-551,346
   
Net Assets $9,315,196

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Travel and Business Programs $1,040,764 34.2%
Alumni Center $846,512 27.8%
Communications $820,209 26.9%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2020-06 02/01/2022 80.19
2019-06 12/01/2020 80.33
2018-06 10/01/2019 85.99
2017-06 06/01/2018 86.24
2016-06 04/01/2017 91.33
2015-06 06/01/2016 90.30
 
CN 2.0
2014-06 08/01/2015 91.67
2013-06 09/01/2014 83.98

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 42-6062614
Name in IRS Master File IOWA STATE UNIVERSITY ALUMNI ASSOCIATION
NTEE Code B84
NTEE Classification Alumni Associations
NTEE Type Educational Institutions and Related Activities
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (34) Alumni association or group
Foundation Status Organization which operates for benefit of college or university and is owned or operated by a governmental unit 170(b)(1)(A)(iv)
Deductibility Contributions are deductible
Affiliation Central - the organization is a central type organization (no group exemption) of a National, Regional or Geographic grouping of organizations.
Group Name [Not Applicable]
Ruling Date December, 1975
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)		 (Log In or Register Now to View Forms 990!)
  • June, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$261,371 6.25% Jeffery W. Johnson President

Highly Rated

Charity Name & State Overall Score Overall Rating
Iowa State University Alumni Association (IA) 80.19
The Alumni Association of the University of Virginia (VA) 91.22
Kansas University Alumni Association (KS) 86.36
Ole Miss Athletics Foundation (MS) 86.86
Cambridge in America (NY) 96.46

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Charity Contact Info

Iowa State University Alumni Association
ISU Alumni Association
429 Alumni Lane
Ames, IA 50011
tel: (877) 478-2586
fax: (515) 294-9402
EIN: 42-6062614

Visit Web Site

Board Leadership

Kathy A. Peterson
Chair

CEO

Jeffery Johnson
President and CEO

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