Civic Intelligence

Auburn Alumni Association Inc.

990 • Fiscal year 2024 • EIN 63-0439459

Oct 01, 2023 to Sep 30, 2024 • Filed on May 12, 2025

PO Box 3140Auburn, AL 36831

(334) 844-7048

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.23x

Higher debt load relative to assets than 56% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

1.88x

Higher debt load relative to revenue than 88% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$402,798

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 18.5% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

60th percentile

8.2%

Faster asset growth than 60% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-61%

Faster revenue growth than 3% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$17,853,027

Up $1,356,324 (+8.2%) from 2023

Net Assets

Up

$13,744,551

Up $2,303,562 (+20%) from 2023

Liabilities

Down

$4,108,476

Down $947,238 (-19%) from 2023

Revenue

Down

$2,180,926

Down $3,410,346 (-61%) from 2023

Expenses

Down

$1,435,709

Down $913,046 (-39%) from 2023

Net Income

Down

$745,217

Down $2,497,300 (-77%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $14,911,519Liabilities 2011: $8,753,418Net Assets 2011: $6,158,1012011Assets 2012: $14,695,487Liabilities 2012: $8,260,663Net Assets 2012: $6,434,8242012Assets 2013: $15,732,322Liabilities 2013: $8,538,004Net Assets 2013: $7,194,3182013Assets 2014: $16,839,575Liabilities 2014: $8,945,949Net Assets 2014: $7,893,6262014Assets 2015: $15,464,544Liabilities 2015: $9,256,990Net Assets 2015: $6,207,5542015Assets 2016: $15,535,111Liabilities 2016: $8,947,637Net Assets 2016: $6,587,4742016Assets 2017: $15,848,901Liabilities 2017: $8,730,474Net Assets 2017: $7,118,4272017Assets 2018: $15,914,127Liabilities 2018: $8,688,886Net Assets 2018: $7,225,2412018Assets 2019: $15,939,724Liabilities 2019: $8,835,779Net Assets 2019: $7,103,9452019Assets 2020: $16,133,039Liabilities 2020: $8,733,276Net Assets 2020: $7,399,7632020Assets 2021: $18,163,679Liabilities 2021: $8,865,001Net Assets 2021: $9,298,6782021Assets 2022: $16,410,946Liabilities 2022: $8,872,071Net Assets 2022: $7,538,8752022Assets 2023: $16,496,703Liabilities 2023: $5,055,714Net Assets 2023: $11,440,9892023Assets 2024: $17,853,027Liabilities 2024: $4,108,476Net Assets 2024: $13,744,5512024

Highlighted filing

2024

Assets$17,853,027
Liabilities$4,108,476
Net Assets$13,744,551

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,610,0362011Expenses 2012: $2,769,1302012Revenue 2013: $2,915,403Expenses 2013: $2,653,699Net Income 2013: $261,7042013Revenue 2014: $3,504,223Expenses 2014: $3,373,737Net Income 2014: $130,4862014Revenue 2015: $2,744,234Expenses 2015: $3,708,615Net Income 2015: -$964,3812015Revenue 2016: $2,894,986Expenses 2016: $2,843,597Net Income 2016: $51,3892016Revenue 2017: $3,052,880Expenses 2017: $3,042,882Net Income 2017: $9,9982017Revenue 2018: $3,041,849Expenses 2018: $3,070,830Net Income 2018: -$28,9812018Revenue 2019: $3,397,972Expenses 2019: $3,289,772Net Income 2019: $108,2002019Revenue 2020: $3,237,497Expenses 2020: $2,958,334Net Income 2020: $279,1632020Revenue 2021: $3,171,170Expenses 2021: $3,177,052Net Income 2021: -$5,8822021Revenue 2022: $3,342,951Expenses 2022: $3,112,942Net Income 2022: $230,0092022Revenue 2023: $5,591,272Expenses 2023: $2,348,755Net Income 2023: $3,242,5172023Revenue 2024: $2,180,926Expenses 2024: $1,435,709Net Income 2024: $745,2172024

Highlighted filing

2024

Revenue$2,180,926
Expenses$1,435,709
Net Income$745,217
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$2,954,147
Mission and Program Overview

Mission

The auburn alumni association's primary objective is enhancing the engagement and connection of all auburn university alumni and friends, to advance auburn university by engaging our global community and cultivating their passion for and loyalty to the university.

The auburn alumni association is dedicated to enhancing the engagement and connnection of all auburn university alumni and friends. Significant activities include diversified programs and services such as reunions, volunteer networks such as the auburn alumni clubs and affilitate programs, award recognitions, scholarships, and the auburn magazine.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$9,995,741$11,304,207▲ $1,308,466
Investments in Publicly Traded Securities$3,872,892$3,522,772▼ $350,120
Land, Buildings, and Equipment, Net$1,976,747$1,848,173▼ $128,574
Savings and Temporary Cash Investments$360,908$897,767▲ $536,859
Accounts Receivable$289,371$279,065▼ $10,306
Cash and Non-Interest-Bearing Accounts$1,000$1,000→ $0
Prepaid Expenses and Deferred Charges$44$43▼ $1
Total Assets$16,496,703$17,853,027▲ $1,356,324
Liabilities
Deferred Revenue$4,788,104$4,061,886▼ $726,218
Accounts Payable and Accrued Expenses$267,610$46,590▼ $221,020
Total Liabilities$5,055,714$4,108,476▼ $947,238
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,440,989$13,744,551▲ $2,303,562
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$11,440,989$13,744,551▲ $2,303,562
Total Liabilities and Net Assets / Fund Balance$16,496,703$17,853,027▲ $1,356,324

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,102,048$2,766,486$3,868,534
Land$674,799-$674,799
Equipment$71,326$264,832$336,158
Other Securities$11,304,207--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert WellbaumExecutive Director-$345,657$57,365$403,022
Erin LewisCheif Operations Officer-$281,431$46,746$328,177
John MorrisFormer Executive Director Thru Aug 1-$280,846$23,302$304,148
John MorrisFormer Executive Director Thru Aug 1, 2023PT$280,846$23,092$303,938
William HughesCheif Financial Officer-$181,369$35,741$217,110
Margaret ArnoldVice President, Philanthropy-$177,873$37,320$215,193
Kurt SasserChief Engagement OfficerPT$153,358$32,131$185,489
Jessica KingSr. Director, Advancement MarketingPT$138,137$28,985$167,122
Timothy W JonesDirector, Information Tech Thru Aug-$132,266$31,527$163,793
Timothy W JonesDirector, Information Tech Thru Aug 1, 2024-$132,266$31,303$163,569
Danielle FieldsSr. Director, Engagement & Experienc-$133,425$30,015$163,440
Danielle FieldsSr. Director, Engagement & ExperienceFT$133,425$29,791$163,216
Scott FrancisSr. Director, Alumni & Gift SuccessFT$124,452$27,455$151,907
Charles SalibaTechnology ArchitectPT$107,929$15,232$123,161
Carolyn BurroughsAsst. TreasurerPT$85,439$23,438$108,877
Laurel HendrixSecretaryPT$81,818$16,350$98,168

Board Members and Trustees

NameTitle
Regenia R SandersPast President Thru Sept 13, 2024
Jeffrey MoorePresident as of Sept 13, 2024
Luanne L HartPresident Thru Sept 13, 2024
Annette BittoBoard Director
Becky LinerBoard Director
Char DennisBoard Director
Darryl HowellBoard Director
Dawn OliverBoard Director
Eric M DunlapBoard Director
Evan ThomasBoard Director
Freddy DaniellBoard Director
Hank JesterBoard Director
Jacob WatkinsBoard Director
James RaneBoard Director
Kim EvansBoard Director
Laurie ScoginsBoard Director
Ron Dyson JrBoard Director
Sean ThomasBoard Director
Tony TorbertBoard Director
Denise SlupeBoard Director Thru Sept 13, 2024
Maria BaughBoard Director Thru Sept 13, 2024
Metrick M HouserTreasurer as of Sept 13, 2024
Michelle M GranberryTreasurer Thru Sep 13, 2024
Fred BlatchfordVP as of Sept 13, 2024

Highest Paid Contractors

ContractorServicesLocationCompensation
Progress PrintingPrinting2677 WATERLICK ROAD, Lynchburg, VA 24502$485,866
RevelxpEvent Rentals1200 ALTMORE AVE STE 350, Sandy Springs, GA 30342$107,855
Revenue and Support

Revenue Composition

Contributions and Grants
$1,051,852
Program Service Revenue
$224,627
Investment Income
$435,873
Other Revenue
$468,574
All Other Contributions
$324,705
Change in Net Assets
$745,217

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,370,217
Revenue Not Reported on Financial Statements
$-189,291
Revenue Not Reported on Form 990
$1,558,345
Other Revenue Adjustments
$-189,291
Total Revenue per Audited Statements
$3,928,562
Total Revenue per Form 990
$2,180,926
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,215,986
Grants and Similar Amounts Paid$134,915
Salaries, Compensation, and Employee Benefits$84,808
Total Fundraising Expense$38,677
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$518,292$91,405$35,560$645,257
Other Expenses$78,724$86,203-$164,927
Grants to Domestic Orgs$134,915--$134,915
Office Expenses$80,361$34,608-$114,969
Current Officers, Directors, Trustees, and Key Employees-$81,691$3,117$84,808
Advertising$77,759--$77,759
Fees for Services Other$16,953$45,482-$62,435
Fees for Services Accounting-$38,489-$38,489
Insurance$1,356$28,386-$29,742
Travel$14,984$14,633-$29,617
Depreciation Depletion-$26,126-$26,126
Occupancy-$15,406-$15,406
Fees for Services Legal-$5,568-$5,568
Conferences and Meetings$244$5,192-$5,436
Information Technology$255--$255
Total Functional Expenses$923,843$473,189$38,677$1,435,709

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,625,000
Expenses per Audited Statements$1,435,709
Total Expenses per Form 990$1,435,709
Expenses Not Reported on Form 990$189,291
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Auburn UniversityAuburn, AL115Academic & Programatic Funding and Undergraduate Scholarships$0
Auburn University FoundationAuburn, AL501(c)(3)Endowed Undergraduate Scholarships$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The auburn alumni association has four classes: general members, life members, associate members, and honorary life members. General members shall be graduates of auburn university and its predecessors. There are no membership contribution requirements. General members are not voting members of the association. Life members shall be all graduates of auburn university and its predecessors who have paid their life membership contributions, to the association. All past regularly registered students of auburn university and its predecessors who have remained a student at auburn university as long as one quarter or semester and who are current with their life membership contributions to the association are also considered life members. Life members are not voting members of the association. Associate members shall consist of individuals who have never attended auburn university or have not fully met the specified requirements for general members but pay and are current in paying their life membership contributions to the association. Associate members are not voting members of the association. Honorary life members shall consist of those elected to such status by the auburn alumni association 63-0439459 association in recognition of outstanding and meritorious services to auburn university, the association, the state of alabama, or the united states of america. A resolution honoring a person as an honorary life member must be passed by majority vote of the directors. Honorary life members are not voting members of the association.

Form 990, Part VI, Section A, Line 7A

The voting directors shall consist of sixteen (16) members who shall be selected by the nomimating committee, and submitted to the directors for radification by simple majority. Four (4) directors shall be elected annually for terms of four (4) years from the date of the annual meeting at which their election was announced. All shall hold office for the term so elected and until their successors have been elected. These elected directors shall be voting members. In addition, the president and vice president shall be elected in the same manner and their term as one (1) two-year term from the annual meeting at which their selection was announced or until their respective successors are chosen, but any officer may be removed from office by the directors by the affirmative vote of a two thirds (2/3) majority of the voting directors then in office. Lastly, the directors of the association shall elect a treasurer of the association, who shall serve at the pleasure of the directors and shall participate as a voting director. The treasurer shall be appointed for a term of up to five (5) years from the date of the annual meeting of the board of directors at which their term begins.

Form 990, Part VI, Section B, Line 11B

The return was reviewed with the executive committee. The final return was made available to the full board of directors for review prior to filing.

Form 990, Part VI, Section B, Line 12C

A"conflict of interest" policy is presented to all new members & annually to returning board members by policy. The statement includes the policy and an affirmation section that documents any potential conflict and is signed by each board member. This signed statement is collected by the board secretary & the results are reported to the chair of the board for any necessary follow-up.

Form 990, Part VI, Section B, Line 15

Auburn alumni association has no employees; auburn university is the common paymaster for auburn alumni association. Compensation is based on market surveys and internal data compiled by auburn university's human resources. Auburn university has a compensation committee that may consider and provide recommendations to the board on policies related to total compensation of university employees balancing good stewardship of institutional resources with promotion of a quality work force by providing competitive compensation.

Form 990, Part VI, Section C, Line 19

The association makes the following governing documents available on its website at www.alumni.auburn.edu: form 990.

Form 990, Part VII, Section A

Auburn university is the common paymaster for auburn alumni association. As such, compensation from auburn university is reported as compensation from the filing organization. Reportable compensation is based on the calendar year ending within the organization's tax year.

Filing and Contact Details

Filer

Filer Name
Auburn Alumni Association
EIN
63-0439459
Phone
3348447048
Address
PO BOX 3140, AUBURN, AL 36831

Signing Officer

Name
Robert Wellbaum
Title
Executive Director
Phone
3348447048
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Wellbaum
Formed
1945
Legal Domicile
Al
Voting Board Members
19
Independent Board Members
19
Employees
54
Volunteers
1,627

Preparer

Firm
Warren Averett LLC
Address
2500 ACTON ROAD, BIRMINGHAM, AL 35243
Preparer
Stacy Watts
Phone
2059794100
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

Process has not changed from prior year.

Financial Statement Notes

PART X, LINE 2:

The association has received a letter from the irs recognizing the association as a tax-exempt organization under section 501(c)(3) of the code; however, certain types of income may be subject to tax from unrelated business income as defined by the code. The association has determined that tax due for the years 2024 and 2023 is immaterial. Accordingly, no provision for income taxes has been made in the accompanying financial statements. The association follows the accounting guidance for uncertainty in income taxes using the provisions of fasb asc 740, income taxes. The association has filed their tax returns through september 30, 2023. As of september 30, 2024 and 2023, the association has no uncertain tax positions that qualify for recognition or disclosure in the financial statements and no interest and penalties related to income taxes.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Realized loss on capital assets -23,162. Rental expenses -166,129.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

RENTAL EXPENSES 166,129.

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IRS990/Form990PartVIISectionAGrp/PersonNm5REGENIA R SANDERS
IRS990/Form990PartVIISectionAGrp/PersonNm6ANNETTE BITTO
IRS990/Form990PartVIISectionAGrp/PersonNm7BECKY LINER
IRS990/Form990PartVIISectionAGrp/PersonNm8CHAR DENNIS
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IRS990/Form990PartVIISectionAGrp/PersonNm16JACOB WATKINS
IRS990/Form990PartVIISectionAGrp/PersonNm17JAMES RANE
IRS990/Form990PartVIISectionAGrp/PersonNm18KIM EVANS
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IRS990/Form990PartVIISectionAGrp/PersonNm22SEAN THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm23TONY TORBERT
IRS990/Form990PartVIISectionAGrp/PersonNm24ROBERT WELLBAUM
IRS990/Form990PartVIISectionAGrp/PersonNm25ERIN LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm26WILLIAM HUGHES
IRS990/Form990PartVIISectionAGrp/PersonNm27KURT SASSER
IRS990/Form990PartVIISectionAGrp/PersonNm28TIMOTHY W JONES
IRS990/Form990PartVIISectionAGrp/PersonNm29CAROLYN BURROUGHS
IRS990/Form990PartVIISectionAGrp/PersonNm30LAUREL HENDRIX
IRS990/Form990PartVIISectionAGrp/PersonNm31MARGARET ARNOLD
IRS990/Form990PartVIISectionAGrp/PersonNm32JESSICA KING
IRS990/Form990PartVIISectionAGrp/PersonNm33DANIELLE FIELDS
IRS990/Form990PartVIISectionAGrp/PersonNm34SCOTT FRANCIS
IRS990/Form990PartVIISectionAGrp/PersonNm35CHARLES SALIBA
IRS990/Form990PartVIISectionAGrp/PersonNm36JOHN MORRIS
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT THRU SEPT 13, 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT AS OF SEPT 13, 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP AS OF SEPT 13, 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER THRU SEP 13, 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER AS OF SEPT 13, 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST PRESIDENT THRU SEPT 13, 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD DIRECTOR THRU SEPT 13, 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD DIRECTOR THRU SEPT 13, 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25CHEIF OPERATIONS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt26CHEIF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt27CHIEF ENGAGEMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR, INFORMATION TECH THRU AUG 1, 2024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.9$4.11$13.7$2.18$1.44$0.75
2023Detailed filing. Detailed filing data is available for this year.$16.5$5.06$11.4$5.59$2.35$3.24
2022Detailed filing. Detailed filing data is available for this year.$16.4$8.87$7.54$3.34$3.11$0.23
2021Detailed filing. Detailed filing data is available for this year.$18.2$8.87$9.30$3.17$3.18$0.01
2020Detailed filing. Detailed filing data is available for this year.$16.1$8.73$7.40$3.24$2.96$0.28
2019Detailed filing. Detailed filing data is available for this year.$15.9$8.84$7.10$3.40$3.29$0.11
2018Detailed filing. Detailed filing data is available for this year.$15.9$8.69$7.23$3.04$3.07$0.03
2017Detailed filing. Detailed filing data is available for this year.$15.8$8.73$7.12$3.05$3.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$15.5$8.95$6.59$2.89$2.84$0.05
2015Detailed filing. Detailed filing data is available for this year.$15.5$9.26$6.21$2.74$3.71$0.96
2014Detailed filing. Detailed filing data is available for this year.$16.8$8.95$7.89$3.50$3.37$0.13
2013Summary only. Only limited summary data is available for this year.$15.7$8.54$7.19$2.92$2.65$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$8.26$6.43$2.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.9$8.75$6.16$2.61