The Iowa State University Alumni Association strengthens the lifelong Iowa State adventure of Cyclones everywhere by COMMUNICATING, CONNECTING, and CELEBRATING Cyclone pride.
#CyclonesEverywhere
You may be more familiar with the similar quote of “Shoot for the moon. Even if you miss, you’ll land among the stars…” by author Norman Vincent Peale. Peale was known for popularizing the concept of positive thinking.
The realist in me believes we should all think positive, especially during these uncertain times. As society slowly emerges from the world-wide COVID-19 pandemic, America faces a variety of significant economic, political, and social challenges. Having a strategic vision on how best to serve Cyclones everywhere will provide steady growth and positive results for the ISU Alumni Association.
The complementary quote from the first person to step foot on the moon resonated with me during this unprecedented period in our history. Armstrong’s quote is more intentional than Peale’s and parallels the theme of “Innovate at Iowa State” President Wintersteen has spoken about so passionately as a key focus for our beloved Iowa State University. Armstrong encourages us to simply shoot for the stars. This can be accomplished by continuing to innovate while sustaining the positive momentum and progress the ISU Alumni Association has achieved over the last biennium.
Former board chair Kathy Peterson’s steady hand guided the ISU Alumni Association through the first year of the pandemic with a perfect theme calling us to all “think like there is no box.” Immediate past chair Tim Quick urged us to be mindful of the legacy we want to leave for the next generation. Both themes were excellent guideposts.
As we look to the new fiscal year, we embark on the creation of the ISU Alumni Association’s next strategic plan.
We must continue to innovate and think like there is no box. We must strive to leave a legacy that confronts the status quo. We must embrace diversity and ensure the association’s engagement activities are inclusive to all Iowa State alumni, students, and friends.
If the association’s next strategic plan focuses on innovation, while ensuring we remain financially stable, we can confidently conclude the following: Even if our ideas fall short of the stars, we can still reach the moon’s safe harbor thanks to the leadership and knowledge of the best alumni association staff and volunteer leaders in the business.
It is worth being mindful Armstrong didn’t make it to the moon all by himself. He was surrounded by hundreds of engineers, architects, and scientists collectively striving to help him achieve the impossible in the name of NASA and America. The faith and pure trust in their wisdom, knowledge, and work ethic allowed a 38-year-old Armstrong to pilot the Eagle, land in the Sea of Tranquility, and be the first person to step foot on the moon’s surface. Will you help the ISU Alumni Association innovate and reach the stars by having faith and trusting the association to provide you an opportunity to reconnect with your alma mater? Join me in supporting the ISU Alumni Association today and begin your journey to the stars!
Loyal and forever true,
Marc S. Mores of Directors2022-23 Chair, ISUAA Board
“Shoot for the stars, but if you happen to miss, shoot for the moon instead.”
– Neil Armstrong
ISUAA Vision, Mission, Culture & Diversity Statements, Strategic Value Proposition, & Guiding Principles .......... 5
FY23 ISUAA Board Goals 7
Articles of Incorporation .................................................. 9 Bylaws 12
Parliamentary Procedure Tips ........................................ 18
History of the ISU Alumni Association 20 Memorandum of Agreement: ISUAA & ISU ..................... 23
ISU Foundation Joinder of Service Agreement 32
Affiliated Organizations
The Circle 34
The Leadership Guild .............................................. 36 Former Board Associates 39 Stanton Memorial Carillon Foundation ................... 42
Constituent Information & Demographics 44
Board of Directors
Term Expirations ..................................................... 54
FY23 Officers ........................................................... 55 FY23 Elected Directors ............................................ 58 FY23 Appointed & Designated Directors 67
Board Officers’ Job Descriptions
Chair ........................................................................ 69 Chair-elect ................................................................ 69 Chief Executive 69 Immediate Past Chair .............................................. 71 Treasurer 71 Vice Chair of Records .............................................. 71 Vice Chair of Finance 72
Board Directors’ Job Description .................................... 72
Committees and Task Force At-a-Glance ........................ 74
Liaison At-a-Glance 74
Committee Chair Definition & Responsibilities ............ 75
Liaison Definition 75
Liaison Descriptions ....................................................... 75
Board Associates 76
Guidelines for Board Approval of Staff Proposals .......... 77
Process for Board Approval of Proposals ....................... 78
ISUAA Board Committee Chair Checklist...................... 79
Operational Committees Audit ........................................................................ 80 CEO Evaluation ........................................................ 84 Diversity, Equity, and Inclusion............................... 84 Executive .................................................................. 85 Finance 85 Governance .............................................................. 86 Officers Nominating 87 Strategic Plan ........................................................... 87
Programmatic Committee Awards Review & Selection ..................................... 88 Membership 89 Task Force ....................................................................... 90 Council Appointments 91
Board Policies—General Advertising Policy .................................................... 92 Anti-discrimination Policy 92 Attendance Policy .................................................... 92 Board Committee Policy 93 Board Giving Policy ................................................. 93 Business Membership Policy 93 Confidentiality Policy .............................................. 93
Conflict of Interest Policy 94 Consent Agenda Policy ............................................ 96 Discount Program Policy 96 Document Retention Policy ..................................... 96 Ethics Policy 96 Executive Sessions ................................................... 97 Grievance Policy 98 Harassment Policy ................................................... 98 Media Policy ............................................................. 99 Nepotism Policy ....................................................... 99
Removal of ISUAA Board Directors Policy .............. 99 Risk Management Policy 100 Sponsorship Policy ................................................. 100 Spouse Reimbursement Policy 101
Talbot Endowed ISUAA President and CEO Succession Plan 101 \
Board Policies—Financial
Bonding Policy 105 Borrowing of Funds Policy .................................... 105 Budget Surplus Policy 105
Expenditure Policy................................................. 105 Expense Reimbursement Policy 105
Form 990 Review Policy ........................................ 105 Fundraising Policy 106 Investment Policy ................................................... 106
ISU Alumni Center Facility Long-Term Maintenance Fund Policy................................. 107 Life Members Funds Policy 107 Operating Reserve Policy ....................................... 108 Working Capital Deficit Policy 109
Board Policies—ISU Alumni Center Arts & Artifacts Collection Policy 109 Rental Policies & Procedures ................................ 111 Weddings/Wedding Receptions Policy 115
ISU Alumni Center West Lawn Usage Policy ........ 116 West Lawn Tailgate Reservations Policy 117
ISUAA Programs & Services 121
ISUAA Major Metropolitan Cities ................................. 122
ISUAA FY23 Contracted Services 122
ISUAA Staff Leadership Team 123 Staff ........................................................................ 124
ISUAA FY23 Operating Budget 130
2022-2023 ISU Tuition and Fees ................................... 132
ISUAA Organizational Chart ........................................ 133
To be the best alumni association in the U.S. at engaging diverse partners to help showcase how Iowa State University and Cyclones everywhere are making communities, Iowa, and the world a better place.
Updated Vision statement adopted by the ISU Alumni Association Board of Directors on Oct. 20, 2000 and amended Oct. 12, 2020.
To facilitate the lifetime connection of alumni, students, and friends with Iowa State University and each other.
Updated Mission statement adopted by the ISU Alumni Association Board of Directors on Oct. 20, 2000 and amended Oct.5, 2011.
We are the Iowa State University Alumni Association who serve Cyclones everywhere. We are a caring family who work and has fun together. We support a flexible office environment and a healthy work/life balance. We communicate openly, respect one another’s opinions, support each other’s work, celebrate our successes and trust each other to be kind and honest. We are filled with Cyclone spirit!
Adopted by the ISU Alumni Association Board of Directors on May 29, 2015 and amended Feb. 9, 2018.
The ISUAA values diversity and inclusion. The ISUAA welcomes all, recognizes and values differences, and seeks a variety of perspectives in all it does. In order to facilitate a lifetime connection, the ISUAA will strengthen its efforts to be as diverse and inclusive as possible to ensure the full opportunity for participation by all alumni, students, and friends. Furthermore, the ISUAA supports Iowa State University’s efforts to enhance and cultivate the ISU experience where faculty, staff, students and visitors’ are safe and feel welcomed, supported, included and valued by the university and each other.
Adopted by the ISU Alumni Association Board of Directors on Feb. 9, 2018 and amended Nov. 3, 2022.
The Iowa State University Alumni Association strengthens your lifelong Iowa State adventure by communicating, connecting, and celebrating your Cyclone pride.
Adopted by the ISU Alumni Association Board of Directors on Jan. 5, 2015.
• Collaborative
We work well as a team and across ISUAA teams; we partner with others on and off campus.
• Creative
We are innovative, solutions-focused, resourceful, and adaptable.
• Inclusive
We value diversity in people, thoughts, and opinions.
• Passionate
We go above and beyond what is expected of us; we possess an infectious excitement for alumni relations and for Iowa State University.
• Service-minded
We are helpful, friendly, and engaging; we focus on serving alumni, students, ISU friends, visitors, and each other; we exceed customer expectations; we build strong and lasting relationships.
• Trustworthy
We are committed to high standards, fairness, and integrity.
Guiding Principles adopted by the ISU Alumni Association Board of Directors on Oct. 5, 2012. Amended on Feb. 9, 2018 and May 20, 2022.
The next Strategic Plan for 2023-2028 is in progress.
The work of the strategic plan committee will focus on creating the association’s next strategic plan. Information to guide this work includes the Iowa State University 2022-2031 strategic plan and the ISUAA 2022 constituent engagement survey results. A timeline and process will be shared at the August 2022 board meeting. A draft plan for board discussion, input, and review will be presented at the February 2023 board meeting. A final plan will be presented for approval and vote at the May 2023 board meeting.
Continue to build on existing work to recommend to the board by the February 2023 board meeting up to three concepts that the ISUAA should pursue to further its efforts to diversify staff, make existing programs more inclusive, and engage more strategically with campus partners.
The work of the membership committee will be to help guide staff on decisions surrounding membership-related matters, including, but not limited to dues rates, member benefits, special-designed membership programs, etc. A timeline for reporting on the committee’s scope of work will be established by September 1, 2022.
Using information from Board Checkup, as well as reviewing FY22 minutes, a sub-committee of the Governance Committee will lay out a plan by November 2022 regarding what areas the board will address and how those areas will be addressed during the remainder of FY23.
The Governance Committee will take a deep dive into the board’s current orientation and onboarding processes (Talbot President and CEO/Board Mentor new board director orientation, group on-site onboarding, and postboard meetings’ first-year inquiry sessions) to determine how these processes might be improved. The committee will also review minutes from deeper-dive discussions of the FY22 February and May board meetings to determine ways to improve the ongoing engagement of new board directors. The committee will further review the information from deeper dive sessions to explore opportunities on how the ISUAA can improve efforts to keep former board directors and former board associates engaged. Governance will provide its report and recommendations to the board by the February 2023 board meeting identifying up to two ideas in each area for how we can enhance new board directors’ orientation and onboarding processes and former board/ former board associate engagement to implement in FY24.
Working with ISUAA’s director of development and Talbot Endowed president and CEO, the Executive Committee will address the continuing questions on how we best communicate the board’s position on financial giving expectations and what items count toward giving to the ISUAA. The committee will also review information received from CAAE’s “Show of Hands” survey to help inform the overall review to develop a comprehensive response to board giving, involvement in fundraising, stewardship support, and donor identification by the February 2023 meeting.
TO ENHANCE
IMPROVE THE ONBOARDING PROCESSES OF NEW BOARD DIRECTORS AND CODIFY ACTIONS THAT WILL BE TAKEN TO IMPROVE THE ONGOING ENGAGEMENT OF FORMER BOARD DIRECTORS/FORMER BOARD
The Finance Committee will monitor the budget and receive quarterly progress reports from appropriate staff regarding results related to the implementation of the following FY22 Financial Health Advisory Work Group’s concepts:
• 100 Life Member prospects program (Jeff Johnson)
• Each board director’s engagement of at least one new life member (Jeff Johnson)
• Response to annual members becoming Sustaining Donors (Shannon Foote)
• Number of accounts secured by Farmers Insurance and TeleHealth (Shellie Andersen)
• Financial impact of the new merchandise partner (Shellie Andersen)
• Annual fundraising toward the Programs Endowment (Jamie Stowe)
• Results of the Kansas City Gala (Shellie Andersen)
• The Finance Committee will add information on these items to their regular reports to the board. The committee will also report by the November 2022 meeting the status of the columbarium project and meetings with the Reimans regarding the future naming of the ISU Alumni Center.
The ISUAA Executive Committee will, at an appropriate time, consult with athletics to setup meeting opportunities to discuss the status of this project and how the ISUAA can best support this initiative. The board will receive quarterly reports from the Executive Committee on this item.
A report and recommendation will come from ISUAA leadership on this item no later than the board’s August 2022 meeting. The Leadership Team will monitor feedback and reactions to the new flagship publication and provide an update at each board meeting.
TO THE SECRETARY OF STATE OF IOWA:
Pursuant to the provisions of Iowa Code Chapter 504 the undersigned corporation adopts the following Third Amended and Restated Articles of Incorporation:
The name of the corporation is Iowa State University Alumni Association. The effective date of its incorporation was the 15th day of Jun., 1932. Its original name was Iowa State College Alumni Association.
This corporation shall be operated exclusively for charitable and educational purposes and shall have all of the powers available to nonprofit corporations under the laws of the State of Iowa to pursue such purposes, which include:
1. Promoting the interest and welfare of Iowa State University and of its alumni, students, and friends and engage members in recreational activities; and
2. Establishing and maintaining any trust or other funds the Board of Directors deems appropriate to meet its charitable and educational purposes.
This corporation shall have a perpetual duration unless sooner dissolved.
Membership of this corporation shall be divided into the following classes:
a. Annual members: Any graduate, former student, current student, or friend of Iowa State University may become an annual member of the corporation upon payment of annual dues in an amount set forth in the bylaws or determined by the Board of Directors of the corporation, and such membership shall continue so long as annual dues in such amounts determined continue to be paid.
b. Annual business members: Any business unit/identity may become an annual member of the corporation upon payment of annual dues in an amount set forth in the bylaws or determined by the Board of Directors of the corporation, and such membership shall continue so long as annual dues in such amounts determined continue to be paid.
c. Life members: Any graduate, former student, current student, or friend of Iowa State University may become a life member of the corporation upon payment of such amount as is set forth in the bylaws or determined by the Board of Directors of the corporation to be the life membership dues.
d. Installment life members: Any graduate, former student, current student, or friend of Iowa State University may become a voting installment life member of the corporation upon payment of such amount set forth in the bylaws or determined by the Board of Directors of the corporation to be the installment life membership dues.
e. “Honorary” life members: Any person, other than an alumnus or alumna, who has rendered distinguished service to Iowa State University may be selected by the Board of Directors of the corporation as an “honorary” life member of the corporation and shall not be required to pay dues.
f. “Complimentary” life members: Two classes of complimentary life members shall exist: (i) any alumnus or alumna from 1968 through 2004 who received the Wallace E. Barron Award; and (ii) any alumnus or alumna, other than those persons described in subsection (i), who has rendered distinguished service to Iowa State University as selected by the Board of Directors. No “complimentary” life member shall be required to pay dues.
g. Voting: All members described in subsections (a), (b), (c), (d), and (f)(i) in this article with active status in the member’s record in the Iowa State University Foundation/ Alumni Association constituents system may vote.
1. A director, officer, employee, or other volunteer of the corporation is not liable on the corporation’s debt or obligations and a director, officer, or other volunteer is
not personally liable in that capacity, for a claim based upon an act or omission of the person performed in the discharge of the person’s duties, except for a breach of the duty of loyalty to the corporation, for acts or omissions
not in good faith or which involve intentional misconduct or knowing violation of the law, or for a transaction from which the person derives an improper personal benefit. If this limitation of liability is too broad, then the above provisions shall be enforced to the fullest extent as provided by law. If Iowa law is hereafter changed to permit further eliminating or limitation of the liability of directors, officers, employees, or other volunteers for monetary damages to the corporation, then the liability of such director, officer, employee, corporate member, or other volunteer of this corporation shall be eliminated or limited to the fullest extent then permitted. The directors, officers, employees, or other volunteers of this corporation have agreed to serve in their respective capacities in reliance upon the provisions of this article.
2. This corporation shall indemnify directors, officers, employees, or other volunteers of this corporation, and each director, officer, or other volunteer of this corporation who is serving or who has served, at the request of this corporation, as a director, officer, partner, trustee, employee or agent of another corporation, partnership, joint venture, trust, other enterprise, or employee benefit plan to the fullest extent possible against expenses, including attorneys’ fees, judgments, penalties, fines, settlements, and reasonable expenses actually incurred by such director, officer, employee, or other volunteer relating to such person’s conduct as a director, officer, employee, or other volunteer of this corporation or as a director, officer, partner, trustee, employee or agent of another corporation, partnership, joint venture, trust, other enterprise or employee benefit plan, except that the mandatory indemnification required by this sentence shall not apply (i) to a breach of such director’s, officer’s, employee’s, or other volunteer’s duty of loyalty to the corporation, (ii) for act or omissions not in good faith or which involve intentional misconduct or knowing violation of the law, (iii) for a transaction from which such director, officer, employee, or other volunteer derived an improper personal benefit or against judgments, penalties, fines, and settlements arising from any proceeding by or
in the right of the corporation, or against expenses in any such case where such director, officer, employee, or other volunteer shall be adjudged liable to the corporation.
No part of the net earnings of the corporation shall inure to the benefit of or be distributable to any private individual, but the corporation shall be authorized and empowered to pay reasonable compensation for services rendered and to make payments and distributions in furtherance of the purposes set forth in Article II hereof. It is intended that this corporation shall have and continue to have the status of a corporation which is exempt from federal income taxation under Section 501(c)(3) of the Internal Revenue Code of 1986 and which is other than a private foundation as defined in Section 509 of the Internal Revenue Code of 1986, and these articles shall be construed accordingly, and all powers and activities hereunder shall be limited accordingly.
Any reference in these articles to a section of the Internal Revenue Code shall be interpreted to include reference to the corresponding provisions of any applicable future Internal Revenue law.
Upon the dissolution of the corporation, the Board of Directors shall, after paying or making provision for the payment of all the liabilities of the corporation, distribute all assets of the corporation exclusively for the purposes of the corporation set forth in Article II hereof to Iowa State University to the extent that Iowa State University accepts such assets, provided, that, at the time of such distribution, Iowa State University is a qualified organization as hereinafter defined. To the extent that Iowa State University does not accept such assets, the remaining assets of the corporation shall be distributed exclusively for the purpose of the corporation set forth in Article II hereof in such manner or to such qualified organization or organizations as the Board of Directors shall determine. Any of the assets not so distributed shall be distributed by the district court of the county in which the principal office of the corporation
is then located, exclusively for the aforesaid purposes of the corporation or to such qualified organization or organizations as said court shall determine. An organization is a “qualified organization” only if, at the time of receiving such assets, it is operated exclusively for the purposes described in Section 170(c)(2)(B) of the Internal Revenue Code of 1986, is or is treated as an organization described in Section 501(c)(3) of the Internal Revenue Code of 1986 and agrees to apply and devote such assets for the aforesaid purposes of the corporation.
These Third Amended and Restated Articles of Incorporation (i) consolidate the original Articles of Incorporation and all amendments into this document and set forth the provisions of the Articles of Incorporation of the corporation
as heretofore and hereby amended; (ii) were duly approved by the Board of Directors of the corporation on May 29, 2009; and (iii) were duly approved by the members of the corporation on May 15, 2020 in the manner required by the Iowa Code Chapter 504.
Adopted by the ISU Alumni Association Board of Directors on May 13, 2006. Filed with Secretary of State Jun. 20, 2006. Amended by the ISU Alumni Association Board of Directors on Feb. 18, 2005, Feb. 27, 2009, and May 29, 2009. Approved by the members of the ISU Alumni Association on May 15, 2020. Filed with Secretary of State Jun. 30, 2020.
The bylaws of the Alumni Association are the rules that ensure stability, continuity, and structure of the ISU Alumni Association are available for alumni, students, and friends to view.
The Alumni Association was established in 1878 to become the lifetime partner in engaging all alumni, students, and friends with Iowa State University.
A. Member - All graduates, former students, current students, and friends of Iowa State University (hereafter “ISU”) may become members of the Iowa State University Alumni Association (hereafter “ISUAA” or “the ISUAA”) by paying up to the maximum annual or life membership dues set by the Board of Directors.
B. Business member - A business/organization may become a business member of the ISUAA by paying up to the maximum annual membership dues set by the Board of Directors. Businesses/organizations whose missions are inconsistent with that of the ISUAA may be denied business membership.
C. Honorary life members - A person, other than an alumnus or alumna, who has rendered distinguished service to ISU may be elected by the Board of Directors as an “honorary” life member, and shall not be required to pay said dues.
D. Complimentary life member - Two classes of complimentary life members shall exist: (i) any alumnus or alumna who received the Wallace E. Barron Award from 1968 through 2004; and (ii) any other alumnus or alumna who has rendered distinguished service to ISU as selected by the Board of Directors. No complimentary life member shall be required to pay said dues.
A. Individual Membership - consists of one person.
B. Joint Membership - consists of two individuals in a spouse or domestic partner relationship living at the same physical address.
C. Business Membership - consists of one business unit/ identity or same-named business (one business with multiple local branches or local franchises of the same franchisee)
operating within the borders of a single city. A business with multiple identities/names, or a business with locations in multiple cities must pay separate annual dues per business identity/name or per city (business membership dues for a second identity/name or for a location in a second city may be offered at a reduced rate).
All membership dues are set by the Board of Directors. Staff are permitted by the Board of Directors to adjust dues for marketing purposes as long as those amounts do not exceed the dues amounts set by the Board of Directors. The types of membership dues include:
A. Annual membership dues - All individuals or two individuals in a spouse or domestic partner relationship living at the same physical address who pay annual dues or whose dues have been paid for them as a gift are considered annual members.
B. Annual business membership dues - All businesses who pay annual dues or whose dues have been paid for them as a gift are considered annual members. If a complimentary membership is given to a business, that business shall not be required to pay said annual dues for that year.
C. Life membership dues - All individuals or two individuals in a spouse or domestic partner relationship living at the same physical address who have paid life dues in full or whose dues have been paid for them as a gift are considered life members.
D. Life installment membership dues - All individuals or two individuals in a spouse or domestic partner relationship living at the same physical address who are paying life installment membership dues payments or whose dues are being paid for them as a gift are considered installment life members until their last full installment payment has been recorded by the ISUAA. Upon completion of such payments, these individuals will become full life members of the ISUAA.
Receipts for dues or active member status in the member’s record in the ISU Foundation/ISUAA constituents’ system shall be evidence of life or annual membership in the ISUAA and entitle such person to all rights and privileges of a member during such time period. The termination of such
membership in the ISUAA shall terminate all rights and privileges of the member.
Membership is not transferable to any other individual or business/organization. All dues paid to the ISUAA are not refundable.
The ISUAA shall hold the annual meeting of its members in Ames, Iowa, each year at a date, time, and place to be selected by the chair of the Board of Directors. In the event of exigent circumstances which prevent the annual meeting from proceeding in Ames, Iowa, the annual meeting may also be conducted by means of electronic communications technology that permits the remote participation of ISUAA members.
Special meetings of the ISUAA may be called on the initiative of the chair, following a resolution of the Board of Directors or the written request of at least five percent (5%) of the voting power of the members of the ISUAA.
Notice of annual and special meetings of the ISUAA shall state the time and place thereof and be published in one issue of the official publication of the ISUAA or mailed to the members of the ISUAA by United States mail or electronic mail. Mailed notices shall be directed to each member at the address which appears on the records of the ISUAA in the ISU Foundation/ISUAA constituents’ system. Notice required to be given by law or pursuant to these bylaws may be waived by any member, before or after any meeting. The purpose of special meetings must be stated in the notice. Notice must be published or mailed not less than thirty (30) days before an annual meeting nor less than ten (10) days before a special meeting, and not more than sixty (60) days before any meeting. In the event exigent circumstances are presented, after notice has been sent in the official publication of the ISUAA that the meeting will be physically held in Ames, Iowa, which necessitate that the annual meeting be conducted by means of electronic
communications technology, then notice that the meeting will be conducted by electronic communications technology will be published by press release and by electronic distribution to the ISUAA membership, no later than ten (10) days before such meeting takes place.
The number of members of the ISUAA, present or represented by written proxy, shall constitute a quorum at any annual or special meeting of the ISUAA. Unless twothirds of the members are present, the only matters to be voted on by a majority of such quorum are those matters described in the meeting notice.
All members identified in sections 1 and 3(D) of Article I with active status in the member’s record in the ISU Foundation/ISUAA constituents’ system may vote. Receipts for dues or active member status in the member’s record in the ISU Foundation/ISUAA constituents’ system shall be considered conclusive evidence of voting eligibility in any election until 5:00 p.m. on the announced cutoff date for receipt of ballots for a Board election or entitle such member to vote at any member meeting. Members may vote by written proxy.
All of the authority of the ISUAA shall be exercised by the Board of Directors except as otherwise provided by the law, the Articles of Incorporation, or these bylaws. The Board shall consist of no fewer than twenty (20) elected directors, three (3) designated directors, one (1) appointed director, and two (2) ex-officio directors. Directors are selected as described in Article III, Section 2. All directors must be members in active status with the ISUAA.
A. Elected directors
1. Nominations. The Governance Committee shall recommend a slate of nominees for election to the Board of Directors. The number of nominees on the ballot shall be equal to the number of vacancies.
2. Ballot. A ballot containing a slate of nominees recommended by the Governance Committee and
approved by the Board of Directors, with the appropriate space for write-in candidates, shall be provided in the official publication of the ISUAA by mail to each member or via a board-approved electronic voting method. Such ballot shall constitute a proxy to the chair to cast the vote or votes of the member submitting the ballot in the manner designated by the member on the ballot. Said ballot shall not be recognized as a vote or a proxy to vote unless received by the ISUAA at its principal office, properly marked and signed or via the approved electronic voting method, by 5:00 p.m. of the day designated as the deadline.
3. Tellers. The chair (or his/her designee) shall appoint a Teller’s Committee consisting of not less than two (2) members of the ISUAA, who are not current ISUAA board or staff members. That committee shall verify the count of all votes for membership on the Board of Directors, whether such votes are submitted in person or by proxy. The Teller’s Committee shall report the results of the election as soon as possible after the close of voting to the Board of Directors.
a. President of Iowa State University (or their designee)
b. President of the Student Alumni Leadership Council (or their designee)
c. Chair of the Alumni Relations Council (ARC) (or their designee).
The appointed director of the ISUAA is a non-alumnus recommended by the Governance Committee and approved by the Board of Directors, who shall represent non-alumni members of ISUAA.
a. Talbot Endowed ISUAA President and CEO, who shall be a non-voting director
b. ISU Treasurer (or their designee), who shall be a voting director and who shall hold the office of ISUAA Treasurer
The elected and appointed directors of the ISUAA shall serve a regular term of four (4) years. No elected or appointed directors shall serve successive regular terms on the Board of Directors. The ARC designated director, who represents an ISU College, serves one (1) 4-year term. Terms of other designated directors continue until their successors are elected or appointed and qualified. Terms of ex-officio directors continue until their successors are appointed and qualified, unless sooner removed.
The Board of Directors shall hold the ISUAA annual meeting in conjunction with one (1) of its meetings at such time and place as may be designated by the chair.
The Board of Directors shall hold four (4) regular meetings annually at a time and place to be designated by the chair. Special meetings may be called on the initiative of the chair or shall be called by the chair upon receipt of a request from at least five (5) directors. There shall be no less than three (3) days’ notice for meetings, and the notice may be given by United States mail, electronic delivery, telephone, or personal delivery.
Elected, designated, appointed, and ex-officio (except Talbot Endowed ISUAA President and CEO) directors are eligible to vote. The chair of the Board of Directors votes only in the event of a tie vote.
A majority plus one of eligible voting directors shall constitute a quorum for the transaction of business at any annual, regular, or special meeting of the Board of Directors, and a vote by majority of such quorum of eligible voters shall, unless otherwise provided by law, the Articles of Incorporation, or the bylaws of the ISUAA, authorize action by the Board of Directors.
Vacancies in the Board of Directors shall be filled by alternates recommended by the Governance Committee and approved by the remaining members of the Board of Directors. Such person shall serve the uncompleted term of
the vacating director. If the remainder of the uncompleted term is less than two (2) years, fulfilling this uncompleted term shall not be counted as a term in determining eligibility for nomination as an elected director.
A director may resign by giving notice in writing to the Board of Directors. At the next scheduled Board of Director’s meeting, the Board of Directors will vote to formally accept the resignation.
Directors may be removed as follows:
a. An elected director may be removed without cause by the members of the ISUAA only if the number of votes cast to remove such director would be sufficient to elect the director at a meeting to elect directors.
b. A designated or appointed director may be removed without cause by the Board by giving written notice of the removal to the director and the Talbot Endowed ISUAA President and CEO.
c. A director may be removed for missing four (4) or more regular board meetings in any twenty-four (24) month period or two (2) consecutive meetings in any twelve (12)-month period upon majority vote of the directors then in office.
d. Upon request by the director subject to the removal action, a hearing shall be held at said meeting prior to the voting of the directors.
The Board may establish such other committees as it deems necessary. Any committee may consist, in part, of Board associates, who are not directors, to assist the Board of Directors. The Board associates shall be ISUAA members appointed by the Board chair in consultation with the Talbot Endowed ISUAA President and CEO and shall serve a regular term of four (4) years. No Board associate shall serve successive regular terms on the Board of Directors. Terms will be served based upon the academic calendar year, July 1 through June 30 annually. No committee shall have more Board associates than directors. Board associates shall have the same voting privileges as directors within their respective committees. A majority plus one of eligible voting committee members shall constitute a quorum for the transaction of business at any committee meeting, and a vote
by majority of such quorum of eligible voters shall, unless otherwise provided by law, the Articles of Incorporation, or the bylaws of the ISUAA, authorize action by the committee. Board associates shall be subject to removal or resignation according to Article III, Section 9.
Any action requiring approval of the Board of Directors shall be by simple majority vote except otherwise provided by law, the Articles of Incorporation, or these bylaws.
Section
The elected officers of the ISUAA shall consist of the chair, chair-elect, immediate past chair, vice chair of records, and vice chair of finance. Other officers include the Talbot Endowed ISUAA President and CEO, the ISUAA treasurer, and such other officers as the Board of Directors may from time to time designate. One person may be chosen to hold two offices. The elected officers must be nominated from the pool of sitting elected directors whether said directors' term are current, expired, or expiring.
The officers of ISUAA shall be elected by a vote of a quorum of the Board of Directors. Election may be conducted at a regular or special meeting or by electronic means. Officers are elected without regard for their term on the Board and their board term is automatically extended until the end of their tenure as an elected officer.
Officers shall hold office for a term commencing upon election and continuing for a period of one (1) year, or until their successors are elected and qualified. The Board may choose to re-elect an officer or officers to the current position(s) for an additional one-year (1) term, not to exceed two (2) consecutive years. The chair shall be succeeded by the chair-elect.
Vacancies among the officers shall be filled by a vote of the Board of Directors present at a meeting at which a quorum of directors exists. Persons so elected shall serve the uncompleted term of the vacating officer.
An officer, by notice in writing to the Board of Directors, may resign. An officer may be removed from office for cause upon the affirmative vote of a majority of the directors present at a meeting where a quorum of eligible voters exists. Upon request by the officer subject to the removal action, a hearing shall be held at said meeting prior to the voting of the directors.
The chair shall preside at all meetings of the members of the ISUAA and of the Board of Directors, shall have general charge of and control over the affairs of the ISUAA, subject to the direction and control of the Board of Directors, and shall perform such other duties as prescribed by the Board of Directors, or these bylaws.
The chair-elect shall perform and discharge the duties of the chair in the case of the absence, death, or disability of the chair; shall act as chair-elect of the ISUAA; shall serve as Chair of the Governance Committee, and shall perform such other duties as prescribed by the chair, the Board of Directors, or these bylaws. In case both the chair and chairelect are absent, or unable to perform their duties, the Board of Directors may appoint a chair-pro-tempore.
The vice chair of records shall have made and preserve a record of all proceedings of the meetings of the members of the ISUAA and of the Board of Directors and shall perform such other duties as prescribed by the chair, the Board of Directors, or these bylaws.
The vice chair of finance shall, in consultation with the ISUAA treasurer and under the direction of the Board of Directors, and subject to such regulations as the Board shall prescribe, have charge of the ordinary and endowment funds and finances of the ISUAA; shall serve as Chair of the Finance Committee; shall ensure appropriate level of directors and officers insurance; shall report to the Board of Directors on a regular basis on the ISUAA financials and the nature and extent of all investments of the ISUAA; and shall perform such other duties as prescribed by the chair, the Board of Directors, or these bylaws.
The Talbot Endowed ISUAA President and CEO shall, subject to the supervision of the Board of Directors and chair in consultation with the president of Iowa State University, have overall charge of the day-to-day affairs of the ISUAA; shall be responsible for such other duties as prescribed by the chair, the Board of Directors, or these bylaws; and shall perform such duties consistent with his/her contract with the ISUAA.
The ISUAA treasurer shall consult with the vice president of finance operation regarding the funds and finances of the ISUAA; shall work with the Board of Directors to ensure that all financial decisions made by the Board of Directors are not in conflict with any policies or contracts held by Iowa State University; and shall be responsible for such other duties as prescribed by the chair, the Board of Directors, or these bylaws.
The immediate past chair shall consult with the other officers; shall serve as chair of the CEO Evaluation Committee; shall serve on the committee that prepares the slate of officers; and shall be responsible for such other duties as prescribed by the chair, the Board of Directors, or these bylaws.
The ISUAA has investment funds set forth in a document entitled: “Investment Funds of the Iowa State University Alumni Association.” These funds are reviewed quarterly by the ISUAA Finance Committee. All actions for changes are voted on by the ISUAA Executive Committee and/or full Board.
Any contributions to the ISUAA shall be used in the manner designated by the donor. Unless prohibited by the donor, the Board of Directors may authorize expenditures from such funds to pay current expenses of the ISUAA or be used in furtherance of its objectives and purposes.
Investment of any contribution, dues, or monies that the ISUAA receives shall be pursuant to the investment policy of ISUAA.
Section 1–Indemnification
Indemnification procedures are in Article V of the Articles of Incorporation.
Directors shall receive no compensation for their services, nor shall any director be reimbursed for any expenses incurred in attending regular or special meetings of the board. Reimbursement for other meetings and duties will be as covered in the Board of Directors’ Expense Reimbursement Policy.
These bylaws can only be amended by approval of the Board of Directors by a 2/3 majority vote.
The fiscal year of the ISUAA shall be from the first day of July each year to the thirtieth day of June of the next calendar year.
The official publication of the ISUAA shall be VISIONS magazine.
Matters of procedure in parliamentary practice, not covered in the Articles of Incorporation or these bylaws, shall be governed by the latest edition of Robert’s Rules of Order.
The ISUAA has policies and procedures that are set forth in minutes and other corporate records. These policies and procedures shall be maintained by the vice chair of records in a document entitled “Policies and Procedures of the Iowa State University Alumni Association.”
Any meeting, or portion of a meeting, of the Board of Directors held in executive session shall be open to all directors at the discretion of the chair.
Adopted by the ISU Alumni Association Board of Directors on Jun. 7, 1969. Amended by the ISU Alumni Association Board of Directors on May 12, 2006, Feb. 16, 2007, May 9, 2008, May 29, 2009, May 21, 2010, Nov. 8, 2013, Feb. 28, 2015, May 19, 2017, Feb. 9, 2018, Oct. 25, 2018, May 17, 2019, April 7, 2020, and May 20, 2022.
Article VIII-Section 3 (Parliamentary Procedure) of the ISUAA Bylaws states, “Matters of procedure in parliamentary practice, not covered in the Articles of Incorporation or these bylaws, shall be governed by the latest edition of Robert's Rules of Order.”
The purpose of these tips is to help all board directors understand some basics of following proper parliamentary procedure for board and committee meetings.
The use of parliamentary procedures promotes efficient meetings so the business can be transacted in an orderly manner. Practicing proper parliamentary procedure also helps the group in the following ways:
• address one item at a time,
• extend courtesy to all involved in the meeting,
• ensure majority rules, and
• protect rights of all members.
This is a symbol of leadership, and it helps keep meetings flowing efficiently.
• One tap (3 basic uses) - 1. After announcing results of vote; means that business item is completed. 2. Meeting is adjourned. 3. Members are to be seated.
• Two taps - Officially call meeting to order.
• Three taps - Signal that all members are to stand (such as for salute to flag).
• Series of taps (2 basic uses) - 1. Get members attention. Everyone is to be quiet and sit down so meeting can be called to order. 2. Restore order; help get attention and focus back on the current business item.
Basics of a motion to formally and properly make decision on a business item which is officially on the approved board or committee agenda.
Agenda should clearly show which items will need board or committee approval.
1. Report/update is given by board director and/or staff
2. Discussion and questions on item.
3. Chair asks for a motion to approve specific item which has been indicated needs board/committee approval.
4. Member is recognized by chair, and member presents motion in proper form - “I move that (give specific business item) be approved.
5. Chair asks for a second.
6. Another member seconds the motion.
7. Chair calls for discussion on motion.
8. Upon completion of discussion, Chair calls for vote (All in favor; then, all opposed, and any abstaining). Special Note: Vote is usually by voice, but chair can take a vote by show of hands or by asking members to stand. If special circumstances call for a recorded vote (due to policy or chair wants to be sure all members vote), than a roll call vote is taken.
9. Chair announces vote results with one tap of gavel and moves on to next item on agenda.
Robert's Rules of Order has many specific motions that can be used to help conduct efficient and productive meetings. Two basic motions that could sometimes be used in a meeting are the motion to amend and the motion to refer to a committee.
• Amend is when during discussion on a motion, a board/committee member can add/delete language in the original motion by properly approving such an amendment before voting on the main motion as amended..
• Refer to a committee is when discussion on a motion brings up areas or questions that need further information before a final decision can be made. If approved, the committee is charged to get information and bring item(s) back to a future meeting for the final decision to be made by the Board.
1. Chair calls for motion to adjourn after all items on agenda are completed.
2. Member is recognized and moves to adjourn.
3. Chair gets a second from another member.
4. Chair takes vote (Note- motion to adjourn is not debatable so no discussion).
5. Chair announces that meeting is adjourned and taps gavel once.
An organization can follow protocol to have this on agenda. Basic item is minutes of previous meeting to be approved. ISUAA Board protocol has been to include formal approval of an appointment of a board associate to a committee or a non-alumnus/a representative to the board as part of the consent agenda.
Key point of proper parliamentary procedure on 'Consent Agenda' is that it means one motion is properly presented and seconded to approve the 'Consent Agenda.' Chair can ask for minor clarification or correction on minutes but no open discussion is allowed! Immediately take vote!! If a board director wants to discuss something specific on the 'Consent Agenda,' chair must move that item off the 'Consent Agenda' and place it later in the meeting as a separate item to be fully discussed and then properly voted on.
(Formally known as 'Closed Meetings of the Board')
Such sessions should be of very, very limited use by the ISUAA Board of Directors. The primary function of a Planned Executive Session should be to discuss/review the ISUAA President/CEO evaluation. Only if a specific legal or liability issue has come forward on an item, should such a session be on the agenda.
The ISUAA Board adopted an Executive Session Policy in 2018. The current board chair needs to be responsible to ensure all board directors understand this policy and ensure the policy is followed. The Executive Sessions Policy, adopted by the ISUAA Board of Directors, meets all basic parliamentary procedure rules for these sessions as well as legal requirements.
The Iowa State University Alumni Association was founded Nov. 12, 1878, by the first graduating class (1872) of Iowa Agricultural College. The class consisted of 26 alumni—24 men and two women. The original mission, which is still honored today, was to keep alumni close to the college (now university) and to each other.
Edgar W. Stanton (class of 1872) served as the Association’s first president. Stanton served as president until 1893. The Association has functioned continuously since that time.
Under the leadership of Ward R. Jones (class of 1897), president from 1893 to 1920, the Association was first incorporated in 1904 as an independent, self-governing association and began publication of the periodical Iowa State Alumnus in 1905, which continued publication for 69 years. Membership dues, $1 per alumnus/a, were first charged in 1910. This included an Alumnus subscription.
In 1914, the Association employed a professional staff and established an office in Alumni Hall. Harold D. Pride (class of 1897) became president in 1921 and served until 1932. The Association’s office was moved to the Memorial Union in 1928.
In 1932, the Alumni Association, under the leadership of Wallace E. Barron (class of 1928), was reincorporated to legalize the organization for the acceptance of gifts and bequests for the college. From 1934-1938, the Association had rights to all potentially patentable processes and devices growing out of the college-supported research. In 1938, the Iowa State Research Foundation was incorporated, and the Association assigned all its interests in the area of patents to the new foundation. Barron served in this role until 1968.
By World War II, gifts to Iowa State through the Alumni Association totaled $100,000.
From 1951 to 1980, alumni gifts were solicited annually by the affiliate organization, the Alumni Achievement Fund, to finance a wide variety of projects and activities that would not be supported by state appropriations alone. During this time, the Association was led by Robert L. Crom (class of 1950) serving from 1968 to 1971, Don F. Gustofson (class of 1955) serving from 1971 to 1979, and James A. Hopson (class of 1969) serving from 1979 to 1999.
In the 1970s, the Association expanded its outreach to include the engagement of current students by creating the Student Alumni Association (known today as the Student Alumni Leadership Council).
As the Alumni Association moved into the 1980s, the emphasis on service increased. Ongoing fundraising activities for the university were assumed by the newly incorporated Iowa State University Achievement Foundation, now known as the Iowa State University Foundation.
The number of alumni had doubled during the decade of the ’70s, and services to the group expanded rapidly during the ’80s. Memberships in the organization soared, allowing new programs and services to be developed, including VISIONS, a full-color quarterly magazine.
Programs and services for alumni in the 1990s were enhanced by an emphasis on research and planning. Since 1990, the Board of Directors has commissioned market research, conducted self-studies and external reviews, and developed five strategic plans designed to focus resources on increasing memberships, visibility, and services to alumni and the university.
The recommendations from the 1996 self-study and external review and the 1997-2000 Strategic Plan guided the budget and programming decisions for the Association to better serve Iowa State and its present and future alumni and friends. In 1999, Jeffery W. Johnson (class of 2014) was hired as the Association's eighth leader. The Board also voted in 1999 to create The Circle, a group composed of Iowa State University Alumni Association former presidents/chairs and executive directors/presidents. In 2011, The Circle leadership expanded the group’s membership to include honorary members. Honorary members consisted of spouses and partners of deceased leaders and long-serving staff of the Association. Today, The Circle continues to work on behalf of the university and the Association.
The 2001-2006 Strategic Plan focused on strengthening membership, engaging constituents, developing strategic alliances, and enhancing organization health. In 2003, the Board voted to focus its efforts on building a permanent home and planned for the celebration of the 125th anniversary of the Alumni Association. A proposal for an alumni center was approved by the Iowa Board of Regents in FY04. Due to the impending renovation of the Memorial Union, the Alumni Association took up temporary residence in Fisher-Nickell Hall.
The Alumni Association celebrated its 125th anniversary in 2003-2004 and reached its goal of topping 50,000 members
by the end of 2005, making it the second-largest duespaying member organization in the Big 12 Conference.
A new strategic plan for 2006-2009 was adopted in May 2006, with an emphasis on connecting alumni and friends to ISU and each other, engaging students for a lifetime connection to Iowa State, and positioning the ISUAA to advance Iowa State University. In 2006, the Association also assumed responsibility from the university for oversight of the ISU Retirees Association and the College for Seniors program (renamed the Osher Lifelong Learning Institute at Iowa State University in 2008 (OLLI at ISU), established to serve educational needs of individuals 50 years of age or older. The OLLI at ISU program was established through a grant, and subsequent $1M endowment gift, from the Bernard Osher Foundation.
Construction of the new ISU Alumni Center on Beach Avenue in the Iowa State Center complex began in August 2006. Roy (class of 1957) and Bobbi (2006 honorary alumna) Reiman funded the cost of the building’s construction, with additional donors contributing to the project’s furnishings, art pieces, gardens, and endowment. HLKB architectural firm of Des Moines designed the facility, ISU’s Office of Facilities Planning and Management served as project and construction managers, and Woodruff Construction of Fort Dodge, Iowa, was selected as the facility contractor. The 34,500-square-foot facility was dedicated during Homecoming on Oct. 25, 2008.
In 2007, the Board of Directors approved the creation of the Young Alumni Council (YAC), an organization charged with enhancing service to and engagement of recent graduates, defined today as less than 12 years out of Iowa State. In 2020, YAC was reconstituted to be a listserve group and had its name changed to InCYde Influencers.
In 2008, the Association’s Board of Directors signed and implemented an official memorandum of understanding (MOU) with the university, clarifying the relationship between the university and the Association. This MOU was amended in 2019. As part of this understanding, the Association’s president and CEO became the sole employee of the Association. Ongoing evaluation, as well as future hiring of the Association’s president and CEO, is the responsibility of the Association’s Board with input from the president of the university. The Board signed a similar MOU with the ISU Foundation in 2010.
In 2009, the Financial Success Task Force concluded its work and voted in 2010 to have staff of the ISUAA remain “loaned” employees from the university. The Board voted in 2009 to create The Leadership Guild to be a constituent group charged with re-engaging former ISUAA Board directors in the life, work, and aspiration of the Association. In 2009-2010, the Alumni Center grounds were landscaped; dedication ceremonies were held in October 2011. In 2010, the staff and Board began work on both a new strategic plan and an Alumni Center business plan. Both were approved in 2012. The 2012-2016 strategic plan focused on student and alumni networks, promoting the excellence of Iowa State, and providing exceptional service to constituents. In addition, under the new plan the Association sought to nurture loyalty, pride, and tradition; be a healthy, sustainable organization; and provide a destination for the Iowa State family in the ISU Alumni Center.
In 2012, the Board of Directors kicked off a membership campaign to grow paid membership from 50,000 to 60,000 by the end of 2016 and increase the Association’s use of social media technologies.
During Homecoming 2013, the Alumni Association celebrated the 5th anniversary of the dedication of the ISU Alumni Center, with a focus on the building’s themed hallways. Also during Homecoming, the Student Alumni Leadership Council celebrated its 40th anniversary. In spring 2014, the Association published a special VISIONS Across America issue of VISIONS magazine and opened its companion portrait exhibit in the Brunnier Art Museum. During FY14, the Association adopted a Strategic Values Proposition statement. In FY15 the Association’s Board approved a staff reorganization plan. The plan was implemented in FY16. The Board and staff worked together to draft a FY16 work plan that focused on the following four areas: communications, engagement, membership, and financial health. In FY15 the Association utilized a Task Force on Diversity and Inclusion to develop its Culture Statement.
On Oct. 29, 2014, Lora and Russ Talbot (’17 honorary alumni) of Belmond, Iowa, signed an ISU Foundation agreement making a $2.5M gift commitment to endow the Association’s president and CEO position. The endowment led to the position being retitled to the Lora and Russ Talbot Endowed ISUAA President and CEO. This endowment also
became the first non-academic endowed position on the Iowa State University campus and the first such endowment for an alumni relations position in the nation. Furthermore, following the hiring of a vice president for marketing, engagement, and business development, the Association issued a request for proposals for branding and marketing services. Flynn Wright of Des Moines was hired.
The ISUAA Board approved three major initiatives in FY17: 1) new branding elements, marketing strategies, and the rallying cry “Cyclones Everywhere;” 2) relaunch of its legacy program under the name LegaCY Club; and 3) a new fiveyear strategic plan focusing on constituent engagement, collaborative partnerships, internal organization and diversity, and financial health.
FY18 was framed by the first-year implementation of the Association’s five-year Strategic Plan. Key accomplishments were the completion of a comprehensive Programs and Services Audit, staff reorganization plan, staff professional development funding plan, successful fundraising, a refocused budgeting process, and outreach to collaborative campus partners.
FY19 saw the Association complete an all-alumni printed directory; a redesign of the ISUAA’s mobile app; including partnering with the Registrar’s Office to add the Commencement program to the app; solidify an inaugural sponsor for the annual wall calendar; increase the number of travelers, OLLI participants, University Book Store sales, Gala attendees; and focus on diversity, especially related to alumni of color. Financial policy work further enhanced the sustainable future of the organization.
The Association saw engagement with its alumni of color grow from 7% in FY18 to 14.44% in FY20. A three-year Memorandum of Understanding was signed with the Office of Extension and Outreach. In September 2019, the Association hosted its inaugural Loyal Leaders Celebration Weekend. In March 2020, Association staff began working remotely due to the COVID-19 pandemic. The Alumni Center was closed to the public and outreach activities and programs were moved online.
Due to COVID impacts, the ISUAA bylaws were updated in FY21 to provide for electronic communication and governance measures.
FY22 saw the ISUAA surpass it's Forever True For Iowa State campaign goal by more than $400,000 raising more than $13.1 million.
With assistance from SPPG + Essman Research, the Association completed a comprehensive research study on alumni and friends' engagement with Iowa State University and the Association. The information is being used to inform the work of the FY23 Strategic Planning Committee.
This memorandum of agreement (hereafter “agreement”) is entered into this 29th day of September, 2022 by and between the Iowa State University Alumni Association (hereafter the “ISUAA” or “the Association”), with an address at Iowa State University Alumni Center, 429 Alumni Lane, Ames, Iowa 50011-1403, and the Iowa State University of Science and Technology (hereafter “the University”), with an address at 1750 Beardshear Hall, Ames, Iowa, 50011-2035. This agreement replaces the agreement entered into the 1st day of July, 2008.
WHEREAS, the Iowa State University Alumni Association was organized in 1878 and incorporated in 1904 as a separately incorporated, independent, self-governing, nonprofit corporation existing under and by virtue of the laws of the State of Iowa; and
WHEREAS, the principal purposes of the ISUAA are to promote the interest and welfare of Iowa State University and its alumni, students, and friends and to engage the talents and resources of alumni, students, and friends in the life, work, and aspiration of the University; and
WHEREAS, the ISUAA provides an organized means for alumni and friends of the University to channel their voices comparable to structures in place for faculty, staff, and students of the University; and
WHEREAS, the ISUAA is recognized by the Internal Revenue Service as having tax-exempt status under Section 501(c)(3) and 509 (a)(1) of the Internal Revenue Code of 1986; and
WHEREAS, success of both the University and the ISUAA is enhanced through coordination, regular and open communication, trust, shared values, and the shared desire to advance the interests of the University and its alumni; and
WHEREAS, it is in the mutual interest of both parties to set forth in writing a basic framework to acknowledge the independence of the parties while defining their appropriate relationships,
NOW THEREFORE, in consideration of the mutual promises set forth by the University and the ISUAA in this memorandum of agreement and entered into in order to more fully define and clarify their mutual relationship, the parties hereby agree as follows:
1. The parties shall recognize and respect the separate legal statuses of the ISUAA and the University and the roles and obligations of their respective governing boards.
2. The University contracts with the ISUAA to perform the campus’ official alumni relations function, which promotes the strategic interests of the University.
3. The parties agree to operate on the basis of open communication toward the goals of coordination and enhancement of the parties’ respective missions and goals. The ISUAA and University agree to provide multiple mechanisms for regular communication to discuss, plan, and coordinate operations and initiatives of the parties.
4. The president of Iowa State University, or the president’s designee, and the University’s Treasurer, or the University Treasurer’s designee, shall serve as ex-officio, voting members of the ISUAA Board of Directors, thereby strengthening open, effective communication between the University and the Association.
5. The ISUAA Board of Directors shall diligently consult and coordinate with the University’s president in matters pertaining to recruiting, hiring, terminating, evaluating, and compensating the Talbot Endowed ISUAA President and CEO (hereafter “Talbot Endowed President and CEO”). Specifically,
a. The ISUAA Board of Directors shall follow generally accepted procedures used by the University for hiring key University employees, and shall involve appropriate officers of the University in the search process.
b. The ISUAA Board of Directors shall evaluate the Talbot Endowed President and CEO after consultation with the University president, who shall evaluate the Talbot Endowed President and CEO’s contribution to meeting long-term and short-term goals set by the University and the University president.
1. The University president is responsible for communicating University priorities and long-term plans, as consistent with or as approved by the Board of Regents, State of Iowa, to the Association.
2. In addition to the loaned staff under Paragraph II(6) below, the University shall make available key University personnel to assist the Association in its efforts. Such personnel shall serve without additional compensation from the Association; provided, however, that out-ofpocket expenses incurred thereby may be reimbursed or paid by the Association in accordance with its expense payment policy.
3. The University recognizes that the Association is a private, non-profit corporation with the authority to keep all applicable records and data confidential, consistent with applicable laws of the State of Iowa.
4. Recognizing that the programs, activities, and services of the Association benefit the University and enhance outreach and advancement activities among alumni, students, friends, faculty, and staff, the University may disclose to the Association data and information useful to the Association for supporting and implementing its mission. Disclosed information may include public information in convenient formats, and confidential information when its disclosure to the Association will not violate any applicable law. When confidential information is disclosed by the University, the Association agrees that it will a) use such data and information consistent with University policy and governing law (including the Family Educational Rights and Privacy Act), only in connection with supporting and implementing the Association’s programs, services, and activities, and b) not use or disclose such information for any other purpose. At the request of the Association, the University agrees to provide guidance to the Association on the handling of student and other confidential information received from the University.
5. In addition to access to University employees, facilities, and services as provided below, for the accomplishment of services outlined in this agreement or Appendix A, the University agrees to provide financial support to the Association. Appendix A may be revised each year to reflect planned initiatives for the coming year.
6. The University shall loan University employees to the Association for the accomplishment of Association's activities. Such employees shall maintain their University employees’ rights and privileges. With the consent of the University’s president and the Association Board of Directors, the Talbot Endowed President and CEO may be paid through the University and participate in the University’s benefits programs.
7. The University will, subject to state and federal law and the policies and regulations of the specific University department, service, or facility involved, make University services offered to other University departments and units available to the Association, including, but not limited to the following:
a. Telecommunications services; b. Computing services; c. Academic media services; d. Mailing services and bulk mail services; e. Printing and copying services; f. Parking facilities; g. The University Book Store for the purchase of supplies through interdepartmental invoice and ordering procedures; h. Property services; i. Facilities, Planning, and Management services; j. Conference and meeting facilities k. Catering and food services and l. Human resources
8. The ISUAA will pay the prevailing charges for these services provided in Paragraphs II(6) and (7) at the same rate charged to units of the University. The ISUAA recognizes that such charges are subject to change without notification from the University. Further, the ISUAA recognizes that the availability of the services is subject to general policy changes as implemented by the University in its discretion.
9. The University may permit and the ISUAA may invest its money through the University’s Treasurer's Office and/ or the Iowa State University Foundation (hereafter “the Foundation”) in accordance with the rules and procedures established by the University and/or the Foundation. However, such funds must be handled and accounted for in a manner consistent with the ISUAA’s separate and independent legal status.
10. The University shall permit the Association to occupy the building known as “The Iowa State University Alumni Center,” 429 Alumni Lane, Ames, Iowa, under the terms of Appendix B.
11. The University agrees to permit the Association, in connection with its lawful business and activities, to use the name of the University as well as the University’s logo, and other symbols and marks of the University (“University marks”), consistent with the following restrictions:
a. The Association shall not authorize the use of University marks to any other person or entity without the written approval of the University Trademark Office.
b. The Association’s use of University marks shall be consistent with the mission of the University and the purposes of this agreement. The Association shall not permit the University’s name and marks to be used in connection with advertising of non-University or non-Association products or services unless such use is consistent with policies of the University. The Association agrees to abide by the policies and guidelines of the University in the use of the name and marks of the University. The University agrees to maintain the exception from its visual identity standards permitted on Oct. 8, 2004, to the Association regarding use of the Campanile in the Association’s logo and in the design of the Association’s letterhead, business cards, and other promotional items. In addition to termination of use by reason of termination of this agreement as provided in Paragraph V(6), below, the University may withdraw permission to use the University marks (excepting the use of name in factual statements about the relationship of the Association and the University) if the University reasonably determines that the Association has violated the provisions of this subparagraph or that withdrawal of permission is necessary to protect the goodwill in University marks.
1. The University and the Association have a shared responsibility to coordinate advancement plans with the Foundation.
2. The Association shall be an integral partner in the collection, maintenance, and retrieval of alumni data
stored in the ISU Institutional Advancement Database. These records are considered the primary source of official alumni data from which alumni relations activities are carried out.
1. The ISUAA Board of Directors will assure that the Talbot Endowed President and CEO will work collaboratively with the leaders of the Foundation, Athletics Department, colleges, and other University units to operate in a seamless manner on all matters as to best represent the unified spirit of the University. The Talbot Endowed President and CEO is responsible for communicating Association priorities and long-term plans, as consistent with or as approved by the ISUAA Board of Directors, to the University.
2. The parties recognize the need for strong collaboration between the Association, University, and Foundation on the matter of maintaining and utilizing alumni records. The Association has entered into an agreement with the Foundation regarding mutual access to records dated Jul. 1, 2010, and shall maintain an agreement with the Foundation regarding mutual access to records with appropriate protections of privacy of the subjects of such records.
3. The Association will conduct the following programs:
a. The Association shall produce periodicals and other types of communications that will be distributed by various means to alumni, students, and friends. The Association will maintain responsible editorial control of these communications consistent with the dual nature of its mission—namely, representing alumni interests and promoting the University’s mission and current priorities. Publications shall serve to engage and inform alumni of University priorities with the goal that alumni and friends will contribute their time, talent, and treasure to the University.
b. Where appropriate, the Association will assist the University and the Foundation in the development of prospective donors.
c. The Association shall support the advocacy efforts of the University.
d. The Association shall conduct programs to support student engagement with the University, with the Association and membership of the Association.
e. The Association will manage the Alumni Center provided by the University for its use under Paragraph II (10), consistent with the policies of the University, the missions of the parties, and this agreement.
4. The Association will comply with the following fiscal and business standards:
a. The Association shall participate in the University budget processes culminating in the allocation of University support incorporated into Appendix A. The Association agrees to provide the University financial and other information as the University reasonably requires for the purpose of determining the appropriate amount of annual funding. Additional support beyond that provided in Appendix A may be provided by the University upon provision of justification for the additional support.
b. The ISUAA is responsible for establishing a financial plan to underwrite the cost of Association programs, operations, and services. In addition to University support, the Association may charge reasonable membership dues as well as fees for services offered to students, alumni, and friends. The Association may contract with third parties to provide such services. The Association agrees to notify the University of any significant change(s) to its membership programs or other revenue-generating activities, especially as they may have an impact on students, faculty, and staff of the University. The Association shall utilize the Foundation for its fundraising activities. The Association shall coordinate its revenue-generating communications and event activities with the University and Foundation, where applicable, to avoid unnecessary competition and conflicts.
c. The employees assigned to the ISUAA shall be supervised by the Talbot Endowed President and CEO in accordance with the personnel policies of the University. Employees shall be required to comply with University policies when using University services and to adhere to the standards of conduct expected at the University as provided by University policies and regulations applicable to employees.
d. The Association shall be solely responsible for sales taxes, unrelated business income taxes, and other state and federal taxes (if any) related to the conduct of its independent Association activities.
e. Any equipment, furniture, and other personal property in the possession and custody of the ISUAA purchased with University or Foundation funding shall be considered “University property” and carried as such on the University’s inventory. Any assets acquired by the ISUAA, using ISUAA funds, in a process external to the University system, shall be wholly considered ISUAA inventory and be accounted by the ISUAA as such. The ISUAA agrees to abide by all University rules and practices regarding the acquisition, maintenance, repair, inventory, and disposal of personal property held as University inventory.
f. The Association will maintain insurance, or require its vendors/contractors to maintain insurance and/or to indemnify the Association, to protect the Association from third-party claims brought for property damage or personal injury arising from the Association’s activities, programs, and services, whether Association activities or joint activities, which coverage, by primary, excess, or umbrella policies, shall be no less than these minimum amounts:
1. Commercial general liability–$1 million per occurrence; $2 million aggregate.
2. Umbrella liability–$5 million per occurrence; $5 million aggregate.
3. Personal injury, including advertising and publications–$1 million per occurrence; $2 million aggregate.
4. Unless waived by the University, Workers’ compensation coverage on the Talbot Endowed President and CEO as required by law.
5. Automobile liability–$1 million per occurrence.
6. Director’s and officers’ liability insurance–$3 million per occurrence; $3 million aggregate.
With the exception of directors’ and officers’ liability insurance, all Association liability policies shall name as additional insured the University and the Board of Regents, State of Iowa. The Association will provide
the University with at least thirty (30) days’ notice of cancellation and will provide certificates of insurance annually or as policies are renewed. The University agrees to be responsible for claims arising from its activities and the activities of its officers, employees, and agents.
g. The Association agrees to contract for an annual independent audit report consistent with standards applicable to University affiliates. Within thirty (30) days of the completion of the audit and approval of the ISUAA Board of Directors, it agrees to provide to the University’s treasurer the Association’s audit report and other required disclosures and will cooperate with the University in complying with generally accepted accounting principles to the extent required to meet consolidated financial reporting requirements.
h. The University’s president or the president’s designated representative shall have the right to inspect the financial records and books of the Association during the Association’s regular business hours upon reasonable advance notice.
5. At least once a year the Association shall present an annual written report to the University president reviewing Association services and making suggestions for possible improvements. The ISUAA shall also include in its report recommendations for the expense budget for the coming year. Representatives of the University and the Association will meet each year to review and discuss the written report. In addition, within ninety (90) days of completion, the ISUAA shall provide to the University’s treasurer copies of the Association’s IRS Form 990 Annual Informational Report.
1. This agreement contains all of the agreements and understandings between the University and the ISUAA with respect to the subject matter contained, and no representations, covenants, agreements, or commitments have been made to or relied upon by either of the parties, which are not specifically set forth in this agreement. This agreement may not be amended, modified, supplemented, or altered, except by an instrument in writing executed by the ISUAA and the University.
2. This agreement, and the rights and benefits of the ISUAA and the University, may not be assigned, in whole or in part, without the prior consent of the other party.
3. This agreement is not a third-party beneficiary agreement and shall not increase the rights of the third parties, including but not limited to the Talbot Endowed President and CEO and/or Association staff.
4. All notices and other communications desired or required to be given hereunder shall be in writing and shall be sent by either personal delivery or registered or certified mail, return receipt requested, postage prepaid, addressed as follows:
If to the Association, to: Iowa State University Alumni Association c/o Talbot Endowed President and CEO ISU Alumni Center 429 Alumni Lane Ames, Iowa 50011-1403
Copy to: Chair of the Board of the ISUAA Mailed to: The address of the current chair as shown in the records of the Association.
If to the University, to: Iowa State University c/o President 1750 Beardshear Hall Ames, Iowa 50011-2035
Or to such other person or at such other address as either party hereto may be designated by written notice to the other.
5. The Association and the University agree to comply with all applicable federal, state, and local laws, and compliance with law (within the opinion of legal counsel) shall not constitute a breach of this agreement. The parties further agree to comply with all federal, state, and local laws, regulations, and University policy forbidding discrimination in any manner on the basis of race, color, religion, sex, national origin, age, marital status, disability, sexual orientation, gender identity, or status as a U.S. veteran.
6. The term of this agreement shall commence on July 1, 2018, and shall continue for a period of three (3) years. Thereafter, the term of the agreement shall be automatically extended for additional three (3)-year periods unless either party provides written notice 180 days prior to the anniversary date of this agreement of its intent to not renew the agreement. This agreement may be terminated by either party upon written notice, if the party breaches any obligation provided hereunder and the breaching party fails to correct such breach within a thirty (30)-day period. This agreement may only be amended with the written consent of both parties. It shall be reviewed at least once every three years following its adoption.
OF THE MEMORANDUM OF AGREEMENT BETWEEN IOWA STATE UNIVERSITY OF SCIENCE AND TECHNOLOGY AND IOWA STATE UNIVERSITY ALUMNI ASSOCIATION
As provided by Paragraph II(5) of the memorandum of agreement between the parties, annual payment has been negotiated and agreed upon by the University and the Association for fiscal year 2022-23.
In consideration of the scope and value of the services the Association shall provide to the University, the University shall pay to the Association $637,725. The parties acknowledge that the University payment represents only a portion of the total costs to provide those services.
This Appendix A, effective on July 1, 2022, shall be reviewed annually and may be amended as provided by Paragraphs II(5) and IV(4)(a) of the memorandum of agreement between the parties.
FACILITY USE AGREEMENT BETWEEN THE IOWA STATE UNIVERSITY OF SCIENCE AND TECHNOLOGY AMES, IOWA AND IOWA STATE UNIVERSITY ALUMNI ASSOCIATION AMES, IOWA
PURPOSE: It is the mutual desire of the Association and the University to support and promote the interest and welfare of Iowa State University and its alumni, students, and friends under the terms of this agreement. Since July 2008, the University has permitted the Association to
occupy the building known as “The Iowa State University Alumni Center,” 429 Alumni Lane, Ames, Iowa, with the improvements thereon and all rights, easements, and appurtenances thereto including mutually agreed-upon grounds and parking area. It is the belief of the cooperative parties that providing this facility will be for their mutual benefit.
I. The Association agrees:
1. The Association will manage and assume responsibility for the operating costs, repair, and maintenance of the Alumni Center provided by the University consistent with the policies of the University, the missions of the parties, and giving appropriate recognition to donors who have contributed to the construction, maintenance, and ongoing operations of the facility.
2. To the extent applicable to and paid by the University, the Association shall reimburse the University for the building and appurtenant grounds as mutually agreed where the demised premises is located including (without limitation) University’s proportional share of Assessments, special assessments, levies, and government charges of any kind and nature whatever levied, assessed, or payable against building and appurtenant grounds.
3. The Association shall repay the University for operating costs directly attributable to the Association within thirty (30) days of statement rendered by the University. The University shall submit sufficient documentation (using generally accepted accounting principles) of additional operating costs to the Association together with its bill for such costs. If the Association does not agree with the University’s bill and documentation, the Association will notify the University in writing of such disagreement within fifteen (15) days of receipt of the University’s bill.
4. The University will provide and meter electrical service to the demised premises. Water and sewage service will be provided by the City of Ames, and natural gas service by Alliant Energy. The Association will be responsible for payment of such utility charges as billed by the university and other utility providers.
1. The treasurer will act on behalf of the University in administering this agreement.
2. To make available qualified personnel and access to facilities, equipment, and services as may be reasonably required to assist the Association in carrying out the terms and conditions of Appendix B.
III. It is mutually understood and agreed:
1. This appendix shall remain in full force and effect as long as the memorandum of agreement between the parties remains in effect. It may be modified by mutual written agreement of the parties.
The Association covenants and agrees during the term of this agreement to use and occupy the premises, only for legal purposes consistent with the terms of the memorandum of agreement.
(a) The Association takes said premises and equipment in their present condition except for such repairs or alterations as may be expressly herein provided.
(b) The Association shall, after accessing said premises and until the termination of this agreement and the actual removal from the premises, at its own expense care for and maintain said premises in a reasonably safe and serviceable condition. The Association will not permit or allow said premises to be damaged or depreciated in value by any act or negligence of the Association, its agents, or employees.
(c) The Association shall make no structural alteration or improvements without the written approval of the University.
(d) The Association will make no unlawful use of said premises and agrees to comply with all applicable valid regulations of the University, board of health, any applicable city ordinances, the laws of the state of Iowa, and the federal government.
The Association shall pay all charges for use of telephone and other utilities and services which may be identified
and used in or upon the demised premises. The electrical utility system for which the university is responsible ends at and includes the transformer serving the building. The water and sewer utility systems for which the City of Ames is responsible end at the point of connection of the service lines to the building. The natural gas utility system for which Alliant Energy is responsible ends at and includes the meter. The Association is responsible for the electrical, water, sewage, and natural gas systems beyond these demarcation points, and will reimburse Facilities Planning and Management for the associated maintenance, repairs, and alteration. The Association is also responsible for:
(a) Air conditioning (b) Custodial service (c) Heating and cooling (d) Water and sewer (e) Electricity (f) Trash
(g) Snow removal in the mutually agreed-upon areas adjacent to building (aerial document on file with the ISUAA Manager of Alumni Center Operations)
(h) Lawn care in the mutually agreed-upon areas adjacent to building (aerial document on file with the ISUAA Manager of Alumni Center Operations)
(i) Parking lot maintenance, north section of Lot A2 in the Iowa State Center parking lot, in the mutually agreedupon areas.
(j) The University has designated Lot A2 as the Association’s primary lot for Alumni Center event parking except on home football weekends. It is understood that Lot A2 is part of the Iowa State Center event lots and may be used by other visitors and attendees. Unless specifically approved by the Iowa State Center or University Parking, no special arrangements or priority exist for Association staff or visitors. ISUAA staff may purchase general parking in a designated section of this lot at the current University rates.
(k) Other operating costs
5. Surrender of premises at the end of term–removal of fixtures
(a) The term of this facilities use agreement is three (3) years, ending on June 30, 2021.
(b) This facility use agreement shall automatically renew for a three (3)-year period, unless the University gives written notice of non-renewal at least one (1) year in advance of the then current end date of the agreement.
(c) This facility use agreement shall terminate if the Memorandum of agreement between the parties is terminated by the University for substantial breach of the memorandum of agreement, or if, after 60 days written notice of substantial and serious breach of this facility use agreement, the Association has not cured the breach.
(d) Either party may terminate this facility use agreement at any time upon one year’s advance written notice to the other party.
(e) The Association agrees that upon the termination of this agreement, it will surrender, yield up, and deliver the premises in good and clean condition except that effects of ordinary wear and tear and depreciation arising from lapse of time, or damage without fault or liability of the Association.
(f) The Association may, at the expiration of the term of this agreement, or renewal or renewals thereof or at a reasonable time thereafter, if the Association is not in default hereunder, remove any fixtures or equipment which said Association has installed in the premises, providing said Association repairs any and all damages caused by removal.
Any assignment of this agreement or subletting of the premises or any part thereof is prohibited without the University’s written permission, such permission not to be unreasonably withheld. Provided, however, that this clause shall not require prior approval for licensing the use of a portion of the facilities for short periods of time (twenty-four hours or less) for events and meetings. The Association shall generally follow University standards in permitting use.
After giving reasonable notice, the University or its authorized representative may enter the premises at any reasonable time for the purpose of inspecting the premises or for the performance of the University’s duties. Except
in unusual circumstances or emergencies, the Association will be given notice. In no event will visitors be permitted into the area without the Association’s permission.
The Association agrees to observe all the University’s written operating policies, including but not limited to rules, procedures, and traffic regulations as published by the University stated in the University policy library.
At such time that either the University or the Association are deemed not to be exempt from taxation, the Association agrees to pay:
(a) Real estate taxes on the facility; and (b) Personal property taxes on personal property of the Association
(a) The Association will keep the University and Association’s property interests in the premises and its liability in thereto, and the personal property on the premises, reasonably insured against hazards and casualties; that is, fire and those items usually covered by extended coverage.
(b) In the event of damage to buildings, or improvements by any natural or man-made disaster, the Association shall notify the University by telephone or in writing within 24 hours.
(c) Release of recovery rights. Each party hereby releases the other from claims for recovery for any loss or damage to any property owned by either party which is insured under valid and collective insurance policies to the extent of any recovery collectible under such insurance. It is further agreed that waiver shall apply only when permitted by the applicable policy of insurance.
(d) The Association further agrees to comply with the recommendation of the Iowa Insurance Services Bureau and to pay any increases in insurance rates on said premises and on the building of which said premises are a part, due to increased risks or hazards resulting from the Association’s use of the premises otherwise than herein contemplated and agreed.
The Association agrees to indemnify, defend, and hold harmless the University against any liability, and/or pay for any and all damages, losses, or expenses incurred by the University in connection with the premises, beyond that covered by insurance, due to the Association’s negligence or failure to perform the terms of the Agreement, including the expenses of enforcing the Agreement.
(a) Partial destruction. In the event of a partial destruction or damage of the premises, which is business interference, that is, which prevents the conducting of normal business operation and which damage is reasonably repairable within sixty (60) days of its occurrence, this agreement shall not terminate. In the event of partial destruction, the Association working with the University shall repair such damage within sixty (60) days of its occurrence unless prevented from so doing by acts of God, the elements, the public enemy, strikes, riots, insurrection, government regulations, city ordinances, labor, material or transportation shortages, or other causes beyond the University’s reasonable control.
(b) Total destruction of business use. In the event of a destruction or damage of these premises so that the
Association is not able to conduct its business on the premises and the damage cannot be repaired within sixty (60) days, this agreement may be terminated at the option of either the University or Association. Such termination in such event shall be effected by written notice of one party to the other, within twenty (20) days after such destruction. The Association shall surrender access within ten (10) days after such notice issues, and each party shall be released from all future obligations hereunder, the Association paying user charges pro rated only to the date of such destruction. In the event of such termination of this agreement, the University at its option, may rebuild or not, according to its own wishes and needs.
None of the covenants, provisions, terms, or conditions of this agreement to be kept or performed by the University or the Association shall be in any manner modified, waived, or abandoned except by a written instrument duly signed by the parties and delivered to the University and Association.
WHEREAS, Iowa State University of Science and Technology (the "University" or "ISU") is an institution of higher education established under the laws of the State of Iowa pursuant to Chapters 262 and 266 of the Iowa Code;
WHEREAS, Iowa State University Foundation (the "Foundation" or "ISUF") is an Iowa nonprofit corporation exempted from federal income taxation as a publiclysupported charity described in sections 501(c)(3) and 509(a) (l) of the Code;
WHEREAS, the Iowa State University Alumni Association (the "Affiliate") is an Iowa nonprofit corporation exempted from federal income taxation as a publicly-supported charity described in section s501(c)(3) and 509(a)(l) of the Code ;
WHEREAS, certain aspects of the relationship between the University and the Foundation, including agreed-upon responsibilities of each party, are formalized by a Fourth Amended Service Agreement dated effective September 6, 2020 (the "ISU-ISUF Agreement");
WHEREAS, Article IX of the ISU-ISUF Agreement provides that affiliated entities may enter into a joinder agreement and become a party to the following provisions of the ISU-ISUF Agreement: the parts of the Article entitled "University Responsibilities" relating to changes in rules and policies and access to equipment, supplies, services, and privileges; the parts of the Articles entitled "Foundation
Responsibilities" relating to fundraising, gift and asset management, and conflicts of interest; and the Articles entitled "Use of University Intellectual Property" and "Data Sharing;" and
WHEREAS, the Affiliate desires to become a party to, and be bound by, the provisions of the ISU-ISUF Agreement as set forth herein.
NOW, THEREFORE, the Affiliate hereby agrees to become a party to, and to be bound by, the ISU-ISUF Agreement, including the following parts: the parts of the Article entitled "University Responsibilities" relating to changes in rules and policies and access to equipment, supplies, services, and privileges; the parts of the Article entitled "Foundation Responsibilities" relating to fundraising, gift and asset management, and conflicts of interest; and the Articles entitled "Use of University Intellectual Property" and "Data Sharing," specifically including any addenda referenced therein. As it specifically concerns the Data Privacy, Confidentiality, and Information Security Addendum, and subject to being provided with thirty (30) days' notice, the Affiliate agrees to be bound by any amendments to that Addendum entered into by the University and Foundation without the need for the Affiliate to execute another Joinder.
Effective as of October 29, 2020.
CIRCLE: A group bound by a common tie.
– Miriam Webster Dictionary
Illis qui praefuerunt (for those who have led)
Established Oct. 29, 1999, The Circle recognizes the Iowa State University Alumni Association’s former presidents (now chairs) and executive directors (now Talbot Endowed ISUAA president and CEO), as well as spouses of deceased ISUAA leaders and long-serving members of the ISUAA staff, for their continuing efforts on behalf of the university and the Alumni Association.
We, the former leaders of the Iowa State University Alumni Association and Board of Directors, through membership in this newly formed society, recommit ourselves this day to the work and aspirations of the Association. We pledge to work alongside the Association staff and board as they strive to make Iowa State University stronger, provide opportunities for others to experience Iowa State, be the voice of history and traditions of the Association, and help Iowa State University carry out its vision.
We further accept the following responsibilities of Circle membership: 1) To establish an ongoing relationship with the Alumni Association; 2) To keep up to date on Alumni Association matters; 3) To serve in an advisory capacity to the Association; and 4) To join with the Association in providing feedback to the university on items of mutual interest.
We ultimately pledge our ongoing loyalty to and support of Iowa State University and the Iowa State University Alumni Association.
Signed on March 3, 2001.
March 3, 2001
October 7, 2004
October 24, 2008
October 21, 2011
October 9, 2014
October 26, 2017
October 21, 2022
(Title changed from president to chair in 2000. College designations reflect current ISU colleges.)
1. 1878-80 E. W. Stanton, ’72 LAS*
2. 1880-81 J. K. Macomber, ’72 LAS*
3. 1881-83 Milliken Stalker, ’73 LAS*
4. 1883-85 O. P. McCray, ’74 LAS*
5. 1885-89 R. F. Jordan, ’77 LAS*
6. 1889-91 R. J. Hopkins, ’81 LAS* 1891-93 J. K. Macomber, ’72 LAS*
7. 1893-95 W. H. McHenry, ’81 LAS*
8. 1895-97 J. L. Stevens, ’72 Engr*
9. 1897-99 F. E. Furry, ’81 Ag*
10. 1899-01 L. W. Noyes, ’72 LAS*
11. 1901-03 W. Clyde Jones, ’91 Engr*
12. 1903-05 George W. Catt, ’82 Engr*
13. 1905-08 T. L. Smith, ’77 Engr*
14. 1908-09 R. B. Swift, ’90 LAS* (died during term)
15. C. N. Dietz, ’72 LAS* (finished Swift’s term)
16. 1909-10 J. F. Porter, ’84 LAS*
17. 1910-11 O. J. Henderson, ’98 LAS*
18. 1911-13 J. S. McGavren, ’81 LAS*
19. 1913-14 J. S. Dewell, ’81 LAS*
20. 1914-15 Wayne Dinsmore, ’04 Ag*
21. 1915-16 J. W. Hook, ’05 Engr*
22. 1916-17 Burt German, ’95 Engr* 23. 1917-18 George Smith, ’99 Engr* 24. 1918-20 R. F. O’Donnel, ’08 Ag* 25. 1920-24 M. J. Riggs, ’83 Engr*
26. 1924-27 Sarah Hook Passig, ’98 HS*
27. 1927-30 C. C. Deering, ’92 Engr* 28. 1930-34 Mark G. Thornburg, ’10 Ag* 29. 1934-36 Charles T. Cownie, ’26 LAS* 30. 1936-37 R. M. Evans, ’13 Engr* 31. 1937-38 Don B. Stoufer, ’08 Engr* 32. 1938-40 Dan S. Craig, ’09 Engr* 33. 1940-41 P. F. Hopkins, ’16 Engr* 34. 1941-42 Walter W. Goeppinger, ’33 LAS* 35. 1942-43 Allen Whitfield, ’24 LAS*
36. 1943-45 Leroy D. Snyder, ’14 Engr* 37. 1945-47 Claud C. Coykendall, ’10 Engr*
38. 1947-49 E. N. Wentworth, ’07 Ag*
39. 1949-50 George A. Harper, ’24 LAS*
40. 1950-52 Frank R. Kerrigan, ’16 Ag* 41. 1952-54 J. D. Armstrong, ’37 Ag/Design*
42. 1954-56 Clarence N. Johndreau, ’30 Ag*
43. 1956-58 Douglas F. Graves, ’46 Ag*
44. 1958-60 Byron W. Lodwick, ’20 Ag*
45. 1960-62 Ronald I. Sieben, ’34 Ag*
46. 1962-64 Hollis R. Hilstrom, ’34 Engr*
47. 1964-66 Ralph W. Anderson, ’33 LAS*
48. 1966-68 Marvin O. Kruse, ’33 Engr*
49. 1968-70 Allyn E. Hagen, ’35 Ag*
50. 1970-71 Dayton W. Countryman, ’40 Ag*
51. 1971-72 Harold J. Stewart, ’46 Engr/Design*
52. 1972-73 Merle E. Betts ’47, Ag* (died during term)
53. Bruce A. Yungclas, ’49 Ag* (finished term) 1973-74 Bruce A. Yungclas, ’49 Ag*
54. 1974-75 Duane W. Sandage, ’48 Ag
55. 1975-76 Dorothy A. Pecaut, ’52 HS*
56. 1976-77 James H. Boyd, ’38 Engr*
57. 1977-78 Marvin J. Walter, ’62 Ag, MS ’64*
58. 1978-79 Charles J. Maxwell, ’56 LAS/Bus*
59. 1979-80 Maxine M. Burch, ’47 HS*
60. 1980-81 Roy J. Reiman, ’57 Ag (Bobbi)
61. 1981-82 Carole A. Custer, ’71 LAS (Roger)
62. 1982-83 Alan R. Tubbs, ’66 Ag (Myrna)
63. 1983-84 Nancy C. Pellett, ’66 HS (Jim)
64. 1984-85 Roy W. Uelner, ’57 Engr (Sandra)
65. 1985-86 Joan U. Axel, ’64 LAS (John)
66. 1986-87 Steven E. Zumbach, ’73 Ag/Bus, PhD ’80 (Kathy)
67. 1987-88 Donald E. Greiman, ’52 Ag* (Yvonne)
68. 1988-89 Roxanne Beale Johnson, ’78 HS
69. 1989-90 Daniel L. Krieger, ’59 LAS/Bus (Sharon)
70. 1990-91 Steven F. Mores, ’67 LAS (Michelle)
71. 1991-92 Jill A. Wagner, ’76 LAS/Bus
72. 1992-93 Sharon L. Juon, ’69 LAS
73. 1993-94 Norman D. Skadburg, ’69 Ag, MS ’71 (Erma)
74. 1994-95 Harvey M. Freese, ’71 LAS, MS ’73 (Marcia)
75. 1995-96 Roberta Simpson-Dolbeare, ’76 LAS (Eric)
76. 1996-97 Scott E. Olson, ’69 Design (Penny)
77. 1997-98 Mary Beukema Harms, ’73 HS, ’79 Design, MS Bus ’89 (Josh Sharlin)
78. 1998-99 Glen A. Mente, ’61 Ag, MS ’63 (Mary Jo)
79. 1999-01 Jamie (Lucas) Elliott, ’88 LAS, MS ’93 (Terry)
80. 2001-02 Les M. Omotani, PhD ’92 HS (Barbara)
81. 2002-03 Martha Lagomarcino Gleason, ’80 HS (Tom)
82. 2003-04 Stanley J. Thompson, ’82 LAS (Nancy)
83. 2004-05 Choy Chun Leow, ’85 Design, ’88 MAR
(Connie Cher)
84. 2005-06 James E. Anderson, ’93 Engr 85. 2006-07 Kevin Drury, ’83 Ag/Bus (Jeanne) 86. 2007-08 Jon L. Fleming, ’75 LAS 87. 2008-09 Deborah M. Tharnish, ’77 LAS (Nicholas Roby)
88. 2009-10 K. Dwayne Vande Krol, ’93 Bus (Lori) 89. 2010-11 Ronald J. Hallenbeck, ’71 Bus (Pamela) 90. 2011-12 Craig R. Foss, ’71 Engr (Barbara) 91. 2012-13 Scott M. Stanzel, ’95 LAS (Priscilla) 92. 2013-14 David A. VanHorn, ’89 Engr, MS ’90 (Diana) 93. 2014-15 Thea “Ted” Oberlander, ’77 Bus (Allan) 94. 2015-16 Alan E. Krysan, ’87 Ag/Bus (Terri) 95. 2016-17 Melanie J. Reichenberger, ’00 Engr (Karl) 96. 2017-18 Nicole M. Schmidt, ’09 Engr; MS ’13 (Bryan) 97. 2018-19 Lawrence C. Cunningham, ’02 LAS (Brandy) 98. 2019-2020 Thomas A. Connop, ’76 LAS (Lisa) 99. 2020-2021 Kathy A. (Sullivan) Peterson, ’95 LAS (Timothy) 100. 2021-2022 Timothy R. Quick, ’01 Bus/LAS
ALUMNI ASSOCIATION EXECUTIVE DIRECTORS/PRESIDENTS (Title changed from executive director to president/CEO/publisher in 1999 and to Talbot Endowed ISUAA President and CEO in 2015. College designations reflect current ISU colleges.)
1878-1893 Edgar W. Stanton, ’72 LAS* 1893-1923 Ward M. Jones, ’97 Engr* 1923-1937 Harold E. Pride, ’17 Engr* 1937-1968 Wallace E. Barron, ’28 Ag* 1968-1971 Robert L. Crom, ’50 Ag* 1971-1979 Don F. Gustofson, ’55 LAS* 1979-1999 James A. Hopson, ’69 HS* 1999-present Jeffery W. Johnson, PhD ’14 HS (Peggy)
2001-04 Glen A. (’61 Ag, MS ’63) and Mary Jo Mente 2004-08 Roy W. (’57 Engr) and Sandra (’58 FCS) Uelner 2008-11 Sharon L.* (’69 LAS) and David C.* (’72 LAS) Juon 2011-14 Carole (’71 LAS) and Roger (’69 Ag LS) Custer 2014-17 Choy C. (’85 Design, ’88 MAR) and Connie S.K. Cher Leow 2017-22 Steve F. Mores (’67 LAS) and Michelle A. M. Mores 2022-25 Harvey M. (’70 LAS, MS ’73 LAS) and Marcia K. (’73 Design) Freese
Janice and Jeffrey Breitman
Julie Kent LarsonLEADERSHIP: a group of persons who lead; one of the major functional divisions to be found in all groups.
GUILD: an association of individuals belonging to the same class, engaged in kindred pursuits, or having common interests or aims.
– The American Century Dictionary
The Leadership Guild, founded August 2009, is a constituent society of the ISU Alumni Association. The Leadership Guild is comprised of former elected, appointed, or designated directors of the ISUAA board.
The Leadership Guild Creed WE, the former Board directors of the Iowa State University Alumni Association, through membership in this newly formed society, further commit ourselves this day to the work and aspirations of the Association. We pledge to work alongside the Association’s current staff and Board as they strive to make Iowa State University stronger, provide opportunities for others to experience Iowa State, be the voice of history and traditions of the Association, and help Iowa State University carry out its vision.
WE FURTHER ACCEPT the following responsibilities of Leadership Guild membership: 1) to further engage former Board directors and their resources – time, talents, and treasures – in the life, work, and aspirations of the University and the Association; 2) to strengthen the connections among former Board directors, the ISUAA, and the University; 3) to create opportunities for former Board directors to provide input and feedback to the current ISUAA Board and staff on current and future Association goals, activities, and services; and 4) to provide the Association with an ongoing source of “professional consultants.”
WE ULTIMATELY PLEDGE our ongoing loyalty and support of Iowa State University and the Iowa State University Alumni Association.
1940-Present, Living Members Only
Faye Abbes, ’83 HS (Ron) 2006-2011
Gary Aitchison, ’72 HS (Kathryn) 1990-2000
Karen Albertson, ’83 Engr (Jack Petty) 2000-2005
Mark Aljets, ’79 LAS (Ann) 2013-2018
Beverlyn Allen, ’95 Ag 1998-2003
Carol Anderson, ’76 HS 2005-2010
James E. Anderson, ’93 Engr 2001-2007
Michele Appelgate, ’88 LAS (Monte) 2019-2022
J. Thomas Andreesen, ’89 Engr (Azza) 1997-2002
Paul Armbrecht, ’71 Vet Med (Marlene) 1995-2000
Joan Axel, ’64 LAS (John) 1981-1986
Roger Baer# (Peggy) 1996-2003
Ronald Baukol, ’59 Engr (Gay) 1974-1977
J. D. Beatty, ’64 LAS (Jan) 1989-1990
Timothy C. Becker, ’94 Engr (Elizabeth) 2011-2016
Marney Beemer, ’42 HS 1976-1981
Sam Behrens, ’14 LAS 2012-2013
Don Bice, ’49 Engr (Anne) 1990-1995
Benjamin Biller, ’81 Engr; MS ’82 (Vicki) 2005-2010
Brad Bishop, ’07 Engr (Kristen) 2006-2007
Robert Bonnewell, Jr., ’68 LAS (Sharon) 1966-1967
Cyndi Bonus, ’85 HS; ME ’92 (Kenneth) 1992-1997
Kenneth Bonus, ’85 Engr (Cyndi) 2013-2018
Matthew Bornhorst, ’04 Ag (Jenny) 2003-2004
Joy Wiegman Boruff, ’76 HS (Chester) 2011-2016
Kathryn Bratina, ’86 Bus (Joe) 1985-1986
Kevin Brooks, ’80 Ag (Christine) 1991-1996
Roger Bruene, ’56 Ag (Barbara) 1993-1998
Beth Brusius, ’65 HS; MS ’69 (Phillip) 1988-1989
Dean Buchanan, ’54 Ag (Sandra) 1952-1954
Sarah Buck, ’81 LAS; MBA ’95 (J. Ben) 1992-1993, 1996-1997
Daniel A. Buhr, ’95 Engr (Angelia) 2016-2020
George Burnet, ’48 Engr; MS ’49; PhD ’51 (Martha Anderson) 1972-1973
Eric Burrough, ’97 Vet Med, PhD ’11 (Brenda) 2014-2018
Annie (Olson) Butler, ’11 LAS; MS ’13 HS (Benjamin) 2010-2011
Anne Campbell, ’98 LAS 1998-1999
Charles Campbell, ’58 LAS 1968-1974
Kevin Carlson, ’82 Ag (Lisa) 1980-1981
Brent Christenson, ’94 Bus (Kristy) 1993-1994
Marlin Cone, ’63 Ag (Linda) 1981-1986
Thomas A. Connop, ’76 LAS (Lisa) 2016-2021
Kimberly (Schroeder) Corliss, ’84 Bus (Chuck) 2001-2003
Barbara D. Correll, ’96 HS 2005-2012
Steven Cox, ’86 Bus (Amy) 2006-2011
Matthew M. Craft, ’00 LAS (Sarah) 2007-2012
Hunter Crawford, ’22 Ag 2021-2022
Marjorie (Clark) Cumpston, ’56 HS (Gardette) 1955-1956
Lawrence Cunningham, ’02 LAS (Brandy) 2014-2020
Catherine Curtis, ’79 Design; MBA ’98 Bus (Stan) 1993-1996, 1997-2005
Carole Custer, ’71 LAS (Roger) 1977-1983
Bruce Davidson# (Kris) 1989-1990
Kris Davidson# (Bruce) 1989-1990
Marcia Davis-Cannon, ’77 LAS (James) 1975-1976
Wendell Davis, ’75 Vet Med (Nancy) 2015-2019
Richard Degner, ’72 Ag; MS ’77 (Nancy) 2009-2014
James DeLano, ’87 Vet Med (Julie) 2008-2013
Craig K. Denny, ’71 Engr; MS '73 2012-2017
Daniel Determan, ’08 HS 2007-2008
Mary (Kaufman) DeWall, ’81 HS; ME ’86 (Stephen) 1987-1988
Chris DeZorzi, ’12 HS (Morgan) 2011-2012
Kevin Drury, ’83 Ag (Jeanne) 2003-2008
Heather L. Reid Duncan, ’06 Ag (Jason) 2017-2021
Jamie (Lucas) Elliott, ’88 LAS; MS ’93 (Terry) 1995-2001
Denise Essman, ’73 LAS 1995-2000
Phyllis Fevold# (Timothy) 2016-2020
Duane Fisher, ’73 Ag; MS ’80 (Rebecca) 2016-2020
Jon Fleming, ’75 LAS 2003-2009
Joseph Flynn, ’00 Bus (Sandy) 1999-2000
Morgan Foldes, ’14 Bus 2013-2014
Craig Foss, ’71 Engr (Barbara) 2007-2013
Harvey Freese, ’71 LAS; MS ’73 (Marcia) 1990-1996
Rita Frevert, MS ’68 HS; PhD ’82 LAS (Michael Boehlje) 1973-1979
Evan Fritz, ’16 HS (Carlie) 2015-2016
David Gieseke# (Carole) 1993-2003, 2005-2008
Linda Glantz Ward, ’70 HS; MA ’98 (Doug) 1982-1988
Martha (Lagomarcino) Gleason, ’80 HS (Thomas) 1997-2004
Julie Golding, ’00 Bus (Ben) 2000-2001
Jeffrey Grayer, ’05 LAS (Rhonda) 2016-2019
Kate Gregory# 2016-2018
Michael Guttau, ’69 Ag (Judy) 2004-2009
Katherine Hallenbeck, ’02 Bus 2014-2018
Ronald Hallenbeck, ’71 Bus (Pamela) 2006-2012
Kathleen Halloran# 1990-1994
Bruce Hamilton, ’73 Bus (Deb) 2000-2006
James Harmon# (Linda) 1987-1988
Linda Harmon# (James) 1987-1988
Mary Harms, ’73 HS; ’79 Design; MS ’89 (Joshua Sharlin) 1993-2001
Ana Hays McCracken, ’84 HS (Edward) 2012-2017
Erin (McKeown) Heeren, ’05 Bus (Matt) 2005-2006
Keith Heffernan, ’69 Ag (Alexa) 1985-1990
Blake Heitman, ’19 Bus 2018-2019
Randy Hendricks, ’80 Bus (Denise) 1990-1995
Kari A. (Ditsworth) Hensen, ’96 LAS; MS ’98; PhD ’05 (Andrew) 2015-2019
Erin Herbold-Swalwell, ’03 LAS (Ryan) 2015-2019
Randall Hertz, ’76 Ag (Liz) 2005-2010
Karen Hicks, ’75 LAS (David) 1974-1975
Bruce Hill, ’54 Engr (Lee Ann) 1978-1983
Tahira Hira, ’19 honorary degree (Labh) 2002-2012
William Hoefle, ’66 Vet Med; MS ’74 (Judith) 1986-2003
Eric Hoiberg# (Karen) 1997-2003
Gary Hoover, ’61 Engr (Donna) 1998-2003
Brian Hora, ’85 Ag (Theresa) 1984-1985
Susan (Gulliford) Hornung, ’79 HS (Kenneth) 1978-1979
Sandra Horton, ’62 HS (Richard) 1971-1973
David Howell, ’82 Ag 1981-1982
Donald A. Hoy, ’63 Ag (Mary) 2017-2021
Billi Hunt, ’93 LAS 2008-2013
Carol (Stine) Hunter, ’58 HS (Gerald) 1975-1976, 1990-1991
Gerald Hunter, ’53 Ag (Carol) 1980-1985, 1990-1991
Christine Hunziker# 2003-2006
Ann Jennings, ’56 HS (Albert) 1977-1978, 1999-2004
Carol Jeske, ’53 HS; MS ’63 1963-1966
Thomas Johanns, ’88 Ag (Andrea) 1987-1988
Anne Johnson, ’63 LAS (Paul) 1990-2000
Gene Johnson, ’78 LAS/Bus (Suzanne) 1991-1992
Gerald “Jerry” Johnson, ’68 Ag (Gwen) 2001-2006
Katherine Johnson, ’78 HS 1982-1983
Marv Johnson, ’68 Vet Med 1983-1986
Roxanne Johnson, ’78 HS 1983-1989
Suzanne Johnson# (Gene) 1991-1992
Marjorie Joslin, ’55 HS; MS ’59 1968-1969; 1970-1976
Shirley Jury# 1986-1987
Sam Katzer, ’10 Ag 2009-2010
Bret Keast, ’89 Design/LAS (Kimberlee) 1988-1989
Linda (Cottington) Killinger, ’70 HS (Kerry) 1989-1994
Jim Kincart, ’71 Engr (Mary) 1995-1996
Mary Kincart, ’70 HS (Jim) 1995-1996
Barbara Kinney, ’58 HS (Henry) 2000-2005
Herbert Kintigh# 1992-1993
Joyce Kintigh# 1992-1993
Marcia Klindt, ’90 Ag 1999-2004
Charles Kniker# 1991-1992
William Konrady, ’96 Engr 1994-1995
Daniel Krieger, ’59 LAS (Sharon) 1985-1991
Martha Krone, ’78 HS (Phil) 2002-2007
Beverly Kruempel, ’61 HS; MS ’68; PhD ’90 (Kenneth) 1980-1981
Alan Krysan, ’87 Ag (Terri) 2011-2017
Andrew Krzmarzick, ’97 LAS (Joana) 1996-1997
Joseph T. Kukulski, ’15 Engr 2014-2015
Joanne Kuster, ’76 HS (Charles) 1985-1990
Miles Lackey# (Tara) 2012-2016
Andrew Larson, ’20 Ag 2019-2020
Jeffrey Larson, ’77 Ag (Pamela) 2004-2009
David LeBuhn, ’56 LAS (Rebecca) 1955-1956
Choy Leow, ’85 Design, MA ’88 (Connie) 1998-2006
Melea Reicks Licht, ’00 Ag; MS ’05 (Mark) 2011-2014
Kristin Littlejohn# (Troy Overstreet) 2000-2003, 2008-2010
Thomas Lorenz, ’71 HS (Patricia) 2000-2005
Lois (Murker) Mack, ’59 HS 1983-1984
Warren R. Madden, ’61 Engr (Beverly) 1975-2016
Julian Mann, Jr., ’54 LAS; PhD ’62 (Arlene) 1953-1954
Kim McDonough, ’02 LAS; MS ’04; PhD ’17 HS (Dustin) 2014-2018
Anne McMillan, ’87 Ag (James) 1986-1987
Glen Mente, ’61 Ag; MS ’63 (Mary Jo) 1994-2001
Morris Mikkelsen, ’64 Engr; MS ’67 HS (Carolyn) 1962-1963
Michelle (Moseman) Miller, ’98 LAS (Patrick) 2008-2013
Jacqueline Mitchell, ’84 PhD HS 1996-1998
Thomas Mitchell# (Peggy) 1997-2000
Amy Moine, ’91 LAS (Mark) 1990-1991
Steven Mores, ’67 LAS (Michelle) 1986-1992
Dynette Mosher, ’81 HS; MS ’84 1989-1990; 1992-1996, 1999-2003
Rabindra Mukerjea# (Phullara) 1989-1991
Donald Nickerson, ’80 Ag (Laureen) 1979-1980
Thea “Ted” Oberlander, ’77 Bus (Al) 2010-2016
Erik Olson, ’17 Bus 2016-2017
Scott Olson, ’69 Engr (Penny) 1992-1998
Les Omotani, ’92 PhD HS (Barbara) 1996-2003
Stephenie Ovrom, ’99 HS (Arthur) 1990-2000
Peggy Parks# 1981-1982
Nancy Pellett, ’66 HS (James) 1977-1984
Sam Perington, ’18 Bus 2017-2018
Kathy A. (Sullivan) Peterson, ’95 LAS (Timothy) 2016-2021
Joan K. Piscitello, ’98 BUS (Pete) 2016-2021
Larry C. Pithan, ’73 Engr (Pam) 2019-2022
Douglas Pletcher, ’83 Engr (Judy) 1997-2002
Trent Preszler, ’ 98 LAS 2013-2018
Sally Prickett, ’72 Vet Med 1978-1979
Dennis Probst, ’75 Engr; MA ’79; 79 Engr (Denise) 1973-1974
Donna Proudfit, ’74 LAS 1984-1989
Dewayne Rahe, ’77 Vet Med (Krystal) 1992-1997
William Reece, ’54 Vet Med; PhD ’65 1974-1978; 1980-1981
Melanie J. (Anderson) Reichenberger, ’00 Engr (Karl) 2010-2018
Roy Reiman, ’57 Ag (Bobbi) 1977-1981
Daniel Robinson, ’70 LAS; MS ’72 HS; PhD ’78 (Suzanne) 1989-1994
Ardyce (Fett) Roehr, ’67 HS (Donald) 1993-1994
Donald Roehr, ’61 Ag (Ardyce) 1993-1994
Kari Roehr, ’97 Engr/HS 1995-1996
Martin Roepke, ’55 Ag; Vet Med ’65 (Sue) 2002-2007
Scott Rohlf, ’77 LAS (Daved Tobin) 1976-1977
Julie Rosin, ’78 HS; MS ’81 (Scott) 2014-2018
Paul Ruby, ’85 HS 2010-2012
Judith Ruch# (Robert) 1994-1995
Robert Ruch# (Judith) 1994-1995
Kay Kretschmar Runge, ’69 LAS 2008-2013
Larry Salter, ’70 Engr (Jerrelyn) 1974-1978
Darryl Samuels, ’88 LAS; MS ’90 Design; MPA ’90 LAS (Germaine) 2014-2018
Duane Sandage, ’48 Ag 1970-1975
Brenton Saron, ’02 Design; MPA ’10 LAS (Linda) 2001-2002
Nicole M. Schmidt, '09 Engr; MS '13 (Bryan) 2012-2019
Ryan Schon, ’95 Ag (Meg) 2012-2015
Dwight Seegmiller, ’75 Ag (Melinda) 1983-1988
Martha Selby, ’81 Engr; MS ’88 (Mitchell) 1989-1990
Barbara Sexton, ’78 HS (Keith) 1998-2003
Andrew Sharp, ’65 Ag (Sandra) 1975-1980
Ann Shelton, ’90 LAS (Mark Davis) 1989-1990
John Shors, ’59 Engr (Patricia) 1973-1977
Roberta Simpson-Dolbeare, ’76 LAS (Eric) 1991-1997
Lauren Sincebaugh, ’21 HS 2020-2021
Norm Skadburg, ’69 Ag; MS ’71 (Erma) 1988-1996
Ned Skinner, ’74 LAS/Bus (Paula) 2000-2005
Eleanor (Koster) Smith, ’45 HS 1961-1967
Gregory T. Smith, ’91 Educ; MPA ’10 LAS (Kimberly) 2019-2022
Beverly (Fischer) Soshea, ’52 HS 2000-2005
Rebecca Stadlman, ’74 LAS 2010-2015
Marcia Stahly, ’85 Bus (Steve) 2005-2010
Shirley Stakey, ’57 HS 1978-1979
Scott Stanzel, ’95 LAS (Priscilla) 2007-2014
Jane Stautz, ’84 Ag (Jeffrey) 1998-2001
Deborah (Verschoor) Stearns, ’81 LAS (William) 2015-2019
Harold Stewart, ’46 Engr/Design 1966-1972
Jennifer (Gelbmann) Swanson, ’96 LAS (Brent) 2003-2008
Lora Talbot# ’17 honorary degree (Russ) 2011-2016
Carlie C. Tartakov, ’95 PhD HS (Gary) 2009-2014
Anne Templeman, ’ 80 Ag 1993-1998
Jane Templeman Larson, ’53 Engr 1962-1968
Amy (Burrough) Tetmeyer, ’91 Bus (Brian) 2019-2022
Deborah Tharnish, ’77 LAS (Nicholas Roby) 2004-2010
Adam Theis, ’09 Ag (Brooke) 2008-2009
Natasha Thomas, ’89 LAS 2009-2014
Gary Thompson, ’57 LAS (Janet) 1970-1976
Stan Thompson, ’82 LAS (Nancy) 1999-2005
Richard Thoreson, ’66 LAS (Lucy Brown) 1965-1966
Dennis Tice# (Shirley) 1988-1989
Shirley Tice, ’65 HS (Dennis) 1988-1989
Kurt A. Tjaden, ’85 Bus (Kristyn) 2015-2019
Michael Todd, ’03 Engr/LAS; MA ’05 HS; (Andrea) 2002-2003
David Topel# (Jay-Lin Jane-Topel) 1989-1991
Ruby Trice, ’87 Bus (Ramon) 2004-2009
Alan Tubbs, ’66 Ag (Myrna) 1977-1983
Deborah Turner, ’73 LAS 1994-1999
Roy Uelner, ’57 Engr (Sandra) 1981-1986
Dwayne Vande Krol, ’93 Bus (Lori) 1992-1993; 2006-2011
David A. VanHorn, ’89 Engr, MS ’90 (Diana) 2009-2015
Ralph Van Pelt, ’54 Ag (Marge) 1953-1953
Sally (Blanchard) Van Wert, ’62 HS (David) 1969-1975
Thedy Veliz, ’93 Engr 1999-2000
Thelma Voetberg, ’53 HS (Robert) 1981-1982
Amy (Peters) Volk, ’84 LAS (Anthony) 1983-1984; 1986-1991
Jill Wagner, ’76 LAS 1987-1992
A. Loy Walker, ’57 HS (Robert) 1985-1987
Steven Walker, ’84 LAS 1982-1983
Andrea (Rheinhart) Warnke, ’05 Bus (Steven) 2004-2005
Mel Weatherwax# ’13 honorary degree (Kathryn) 2006-2011
Beth Weiser# 2010-2011
Kimberly Westerfield, ’92 Bus (Hunter) 1991-1992
Jeffrey Whiton, ’71 LAS (Cheri) 2002-2006
Matthew Wiebers, ’98 Ag 1997-1998
David Wiemer, ’55 Ag (Wanda) 1954-1955
Dana (Willig) Wilkinson), ’78 HS (Mark) 2017-2021
John Wise, ’56 Ag (Carolyn) 1955-1956
Eric W. Wittrock, ’92 Engr (Kristina) 2019-2022
Doyle Wolverton, ’60 Ag; MS ’71 (Dorothy) 1980-1985
John Wood, ’75 Ag (Nanette) 1974-1975
Suzanne J. Wyckoff, ’70 LAS 2017-2021
James Yoder, ’55 Vet Med; MS ’63 (Janet) 1965-1971; 1981-1982
Ryan M. York, ’95 Bus; MBA ’03 (Heidi) 2012-2017
Carolyn Zuck# (Donald) 1984-1985
Donald Zuck, ’60 Engr (Carolyn) 1984-1985, 2003-2008
Steven Zumbach, ’73 Ag; PhD ’80 LAS (Kathy) 1982-1987
2009-2014 Randall Hertz, ’76 Ag (Liz) 2014-present Chair not applicable
2002-present, Living Associates only
The Board of Directors of the Iowa State University Alumni Association utilizes committees, task forces, advisory work groups, and liaison appointments to carry out its policy and fiduciary roles. These groups/ individuals are chosen by the current Board chair with input from the Talbot Endowed ISUAA president and CEO, who may also solicit input from other ISUAA staff members. To ensure the right balance of expertise and staff support, as well as to engage a greater number of individuals in the life, work, and aspirations of Iowa State and the ISUAA, the ISUAA Board chair, from time to time, may appoint non-ISUAA Board directors, referred to as Board associates, to these aforementioned groups. The ultimate role of a Board associate is to assist the ISUAA Board and staff in carrying out the mission of the Association in concert with the strategic goals of the university and other affiliated organizations.
Ashley Albrecht, ’ 09 Bus (Bret Heuberger) 2015-2016, Alumni Clubs Advisory Work Group Mark Aljets, ’79 LAS (Ann) 2010-2013, Governance; 2014-2015, Strategic Plan Mid-Point Review Task Force Benjamin Allen, ’11 honorary alum (Patricia) 2001-2002, Legislative J. Thomas Andreesen, ’ 89 Engr (Azza) 2010-2011, Leadership Guild Event Planning
Stephen Banyas, ’ 91 LAS (Emily) 2002-2006, Officers Nominating Rebecca Barclay, ’ 85 HS (David) 2010-2016, Marketing and Engagement Mick Barry, ’72 Ag (Bonnie) 2013-2019, Governance Scott Bauer, ’85 Bus (Denise) 2011-2017, Audit and Finance
Andrew Baumert# (Dorolyn) 2001-2002, Legislative Dave W. Benson, ’74 Ag (Susan) 2006-2010, Audit Matthew Beyer, ’15 LAS (James Olson) 2017-2018, Strategic Plan Goal 3 Internal Organization
Benjamin Boden, ’05 HS (Page) 2013-2014, Scholarship
Douglas Boyd, ’68 Engr (Jinita) 2002-2004, Facility
Dianne Borgen, ’76 HS (Fred) 2008-2009, ISU Alumni Center Arts & Artifacts
Jan Breitman# (Jeffrey) 2010-2011, Leadership Guild Event Planning
Sarah Buck, ’81 LAS; MBA ’95 (J. Ben) 2001-2005, Nominating
Daniel A. Buhr, ’95 Engr (Angelia) 2016-2020, Financial Health Advisory Work Group
Dan Bumblauskas, ’03 Engr; MS ’06; PhD ’10 (Kendra) 20172020, Strategic Plan Goal 3 Internal Organization (Board Associate); 2020-2021, Collaborative Partnerships Advisory Work Group and Internal Organization and Diversity Ad Hoc
Lynn Burnett# (Kim) 2007-2008, Alumni Center
Elizabeth Burns-Thompson, ’11 Ag 2017-2018, Strategic Plan Goal 2 Collaborative Partnerships
Anne Campbell, ’98 LAS 2013-2014, Governance
Theodore Casady, ’06 Bus 2016-2017, Alumni Clubs
Jay Chapman, ’90 Engr; MS '93 (Karen) 2004-2010, Awards Review and Selection
Timothy Coble, ’77 LAS (Janice) 2004-2010, Membership and Revenue Enhancement
Rachel Collie, ’96 Ag (Brian) 2016-2017, Alumni Clubs Advisory Work Group
Andrew Conzett, ’10 Design (Malori) 2016-2017, Awards Review and Selection
Haley Cook, ’05 LAS 2018-2020, Strategic Plan Goal 2 Collaborative Partnerships; 2020-2021 Collaborative Partnerships Advisory Work Group
Rhonda Cox, MS ’01 LAS 2001-2004, Nominating
Abigail Croll, ’02 Bus (Michael) 2016-2020, Finance
Matthew Craft, ’00 LAS (Sarah) 2014-2015, Strategic Plan Mid-Point Review Task Force
Catherine (Thompson) Curtis, ’79 Design; MBA ’98 Bus (Stan) 2002-2003, Nominating
Juan Davila, '89 HS 2001-2003, Nominating
Jeremy Davis, ’01 Ag; ME ’04 Ag/HS 2017-2020, Strategic Plan Goal 1 Constituent Engagement
Monica Dolezal, ’74 HS (Bob Berger) 2009-2016, Finance
Stacy Dreyer# (Eugene) 2010-2016, Alumni Center Oversight
Nancy Dittmer, ’84 Bus 2017-2021, Audit
Kevin Drury, ’83 Ag (Jeanne) 2009-2010, Reconnecting with Former Board Members; 2010-2011, Leadership Guild Event Planning
Colby Elmitt, ’10 Bus (Rachel) 2019-2020, Strategic Plan
Goal 2 Collaborative Partnerships; 2020-2022, Constituent Engagement Advisory Work Group
Nirmeen Fahmy, ’13 LAS 2018-2020, Strategic Plan Goal 2 Collaborative Partnerships
Jon Fleming, ’75 LAS 2002-2003, Impact Award; 2010-2011, Selection of Future Board Members
Ben Golding, ’01 Engr (Julie) 2012-2018, Governance
Linda Glantz Ward, ’70 HS; MS '98 (Doug) 2006-2008, Alumni Center
Martha (Lagomarcino) Gleason, ’80 HS (Thomas) 2010-2012, Strategic Planning; 2013-2014, Scholarship Task Force; 2016-2017, Strategic Plan Task Force
Roger Graden, ’77 Engr; ’86 Design (Julie) 2007-2008, Alumni Center
J. D. Greiner, ’07 Engr (Julie) 2004-2005, Membership and Revenue Enhancement
Angela Guggisberg, ’04 Engr 2003-2004, Membership and Revenue Enhancement
Ronald Hallenbeck, ’71 LAS (Pamela) 2014-2015, Strategic Plan Mid-Point Review Task Force
Bruce Hamilton, ’73 LAS/Bus (Deborah) 2013-2014, Scholarship Task Force
Karen Heldt-Chapman, ’92 BBA Bus (Jay) 2017-2020, Strategic Plan Goal 3 Internal Organization; 2020-2021, Constituent Engagement Advisory Work Group and Internal Organization and Diversity Ad Hoc Committee
Trey Hemmingsen, ’11 LAS 2015-2016, Alumni Clubs Advisory Work Group
Denise (Wilkes) Henry, ’04 HS (Krandon) 2003-2004, Membership and Revenue Enhancement
Tahira Hira, ’19 honorary alum (Labh) 2002-2003, Impact Award; 2006-2008 Governance
William Hoefle, ’66 Vet Med; MS ’74 (Judith) 2002-2007, Facility; 2006-2008, Alumni Center
Eric Hoiberg# (Karen) 2001-2002, Nominating Gary Hoover, ’61 Engr; MS ’65; MBS ’71 LAS (Donna) 2003-2004, Facility
Richard Horton, ’62 Engr; MS '63; PhD '67 (Sandra) 2002-2006, Nominating; 2006-2013, Governance Sandra Horton, ’62 HS (Richard) 2015-2015, ISU Alumni Center Oversight
Anthony Jones, ’98 HS; PhD ’10 (Tyanez) 2018-2020, Awards Review and Selection
Sharon Juon, ’69 LAS 2003-2004, Legislative Amy Kahler, ’93 BBA Bus (Curtis) 2006-2008, Audit Mary Kincart, ’70 HS (Jim) 2010-2012, Awards Review and Selection
Susan Kloewer, ’04 LAS 2015-2016, Marketing and Engagement
Daniel Krieger, ’59 LAS (Sharon) 2003-2004, Legislative
Martha Krone, ’78 HS (Phil) 2009-2011, Leadership Friday Event Planning; 2010-2011, Leadership Guild Event Planning
Elizabeth (Cross) Kulemeyer, ’88 LAS 2002-2003, Membership and Revenue Enhancement
Mary-Kate Lange, ’14 LAS (Austin) 2018-2019, Strategic Plan Goal 3 Internal Organization
Patricia Leigh, PhD ’97 HS 2001-2002, Nominating
41
Szuyin Leow, ’14 Engr/LAS (Chad Knight) 2018-2022, Awards Review and Selection
Phyllis Lepke, ’69 LAS; MS '74 Ag; PhD '91 HS (Larry), 2002-2003, Impact Award
Warren Madden, ’61 Engr (Beverly) 2002-2006, Facility; 2006-2008, Alumni Center
Shazia Manus, ’98 LAS (Kurt) 2010-2015, Finance
Craig Marrs, ’84 BBA (Beth) 2000-2002, 2017-2020, Finance; 2016-2020, Audit
Amanda Matchett, ’08 Bus 2015-2016, Awards Review and Selection
Raymond Meister, ’78 Ag (Mary) 2002-2009, Finance; 2006-2009, Audit
Marcia Melone, ’80 Design 2007-2008, Alumni Center
Sarah Miller, ’93 LAS (Curt) 2016-2020, Strategic Plan Goal 1 Constituent Engagement
Kyle Morrissey, ’98 Bus (Sarah) 2013-2014, Scholarship Task Force
Arthur Morton, ’71 Engr; MA ’74, 2003-2006, Facility; 2006-2007, Alumni Center
Kathryn Murray, ’12 LAS, 2019-2020, Strategic Plan Goal 3 Internal Organization & Diversity; 2020-2021, Internal Organization and Diversity Ad Hoc Committee; 2021-2022, Internal Organization and Diversity Advisory Work Group
Hillary (Kletscher) Myers, ’16 Engr; MBA ’16 (Corey) 2017-2018, Strategic Plan Goal 1 Engagement
Holly Olson# (Eric) 2011-2017, Audit
Mike Perry, ’65 LAS; MS ’69 HS (Betty) 2008-2011, Awards Review and Selection
Dennis Peterson# (Nancy) 2001-2004, Nominating
Susan Petra, ’65 HS; MA ’85 Design 2008-2009, ISU Alumni Center Arts and Artifacts
Allison Pitz, ’17 Bus 2018-2019, Strategic Plan Goal 1 Constituent Engagement
Lynette Pohlman, ’72 HS; MA ’76 (John) 2008-2009, ISU Alumni Center Arts & Artifacts
Ben Power, ’10 Bus 2016-2017, Marketing and Engagement
Tim Quick, ’01 Bus 2014-2017, Finance
Nicole (Carstens) Rasmussen, ’97 Bus, 2010-2015, Membership and Revenue Enhancement; 2015-2016, Marketing and Engagement
Donald Roehr, ’61 Ag (Ardyce) 2001-2004, Nominating
Tinika Roland, ’92 HS 2014-2016, Task Force on Diversity and Inclusion
Paul Ruby, ’85 HS 2009-2010, Alumni Center Oversight
John Russell, ’80 Ag (Cindy) 2010-2016, Audit
Stephanie Salasek, ’88 LAS; MS ’92 HS (Tim) 2017-2020, Strategic Plan Goal 2 Collaborative Partnerships
Val Saltsgaver, ’86 Bus (Doug) 2009-2015, Audit; 2011-2015,
Mary Scheve, ’83 Bus (Raymond) 2002-2007, Legislative; 2013-2019, Audit
Bryan Schmidt, ’13 Design 2016-2017, Alumni Clubs Advisory Work Group
Ryan Schon, ’95 Ag (Meg) 2016-2017, Strategic Plan Task Force
Mark Schuling# (Eliza Ovrom) 2005-2011, Audit
Dwight Seegmiller, ’75 Ag (Melinda) 2010-2011, Selection of Future Board Members
Donald Seibel, ’85 Bus (Helen) 2017-2022, Audit
Wes Sowers, ’02 Bus (Allison) 2009-2013, Audit
Becky Stadlman, ’74 LAS 2004-2010, Membership and Revenue Enhancement; 2015-2016, Task Force on Diversity and Inclusion
Gary Steinke# (Dorolyn) 2001-2002, Legislative
Kevin Stow, ’87 LAS (Shelley) 2005-2006, Nominating; 2006-2008, Governance
Todd Swanson, ’98 Bus (Maria) 2002-2004, Membership and Revenue Enhancement
Russ Talbot, ’17 honorary degree (Lora) 2011-2016, Awards Review and Selection
Paul Tanaka# (Peggy Earnshaw) 2001-2006, Bylaws
Carlie Tartakov, PhD ’95 HS (Gary) 2015-2016, Task Force on Diversity and Inclusion
Patricia Tice, ’75 HS; MS '83 (Lynn) 2002-2008, Awards Review and Selection
Michael Todd, ’03 Engr/LAS; MA ’05 HS (Andrea) 2002-2003, Nominating
Cheryl Tuttle, ’88 Bus (Thom) 2015-2020, Audit
Sandra Uelner, ’58 HS (Roy) 2008-2009, ISU Alumni Center Art and Artifacts; 2009-2015, Alumni Center Oversight
Dwayne Vande Krol, ’93 Bus (Lori) 2016-2017, Strategic Plan Task Force
Amy Williams, ’98 LAS (Murray) 2012-2018, Awards Review and Selection
Paxton Williams, ’00 LAS 2016-2020, Awards Review and Selection
Eric Wittrock, ’92 Engr (Kristina) 2017-2018, Strategic Plan Goal 2 Collaborative Partnerships
Jessica Wonderlich, ’04 HS 2015-2016, Alumni Clubs Advisory Work Group
Terrill Wycoff, ’68 LAS (Dianne) 2002-2011, Finance; 2005-2011, Audit
Tanya Zanish-Belcher# (John) 2008-2009, ISU Alumni Center Arts and Artifacts
Ben Zelle, ’14 Ag/Bus 2017-2018, Awards Review and Selection
Donald Zuck, ’60 Engr (Carolyn) 2000-2001, Finance
The Stanton Memorial Carillon Foundation (hereafter referred to as SMCF) was incorporated on Dec. 31, 1954, to preserve, improve, and further the advancement of the carillon at Iowa State University. Membership in the foundation consists of eight (8) alumni not connected with the faculty or governing body of Iowa State University who serve five (5) years with balanced terminations, the vice president of finance of the ISU Alumni Association, the Talbot Endowed ISUAA president and CEO and two governors of the ISU Foundation. The SMCF meets once annually in April.
President Jennie Gromoll
11292 Spyglass Cove Lane Reston, VA 20191 (703) 860-1982
Vice President Ellen Hunt 2948 S. Lisbon Way Aurora, CO 80013 (303) 766-1772
Treasurer Amy Crabbs
ISU Alumni Association 429 Alumni Lane Ames, IA 50011-1403 (515) 294-5085
Secretary Jeffery W. Johnson
ISU Alumni Association 429 Alumni Lane Ames, IA 50011-1403 (515) 294-4762
Alumni, students, and friends of Iowa State University are located throughout the world. The ISU Alumni Association is continuously learning more and more about these constituents. The Association's ultimate goals are to attract and retain members and to involve ISU constituents in the life and work of the University. Serving members is at the center of everything the Association does—from producing an award-winning magazine to providing innovative ways for ISUAA members to connect online to ISU, to the Association, and with each other.
279,785 Iowa State alumni live in more than 150 countries. A total of 87.8% of alumni live in the United States; 12.2% live world-wide – from Afghanistan to Zimbabwe. Membership in the alumni population – those holding degrees from ISU –totaled more than 32,034 in FY22, representing 76.3% of total Alumni Association members. Young alumni represent more than 23.5% of all alumni, 3.5% of whom have active Alumni Association memberships.
(Source: ISU Alumni Association Country, State, Report, July 2022.)
Fall 2021 enrollment at Iowa State was 30,413. Academic year 2021-2022 student membership in the Alumni Association reached 4,420 members. Seniors made up the largest category of members, with juniors close behind. FAN membership represented 14.5% of total students.
(Sources: ISU Fact Book 2021-2022 and ISU Alumni Association FAN Report, July 2022.)
Friends of Iowa State are perhaps too numerous to count, but we do keep in touch with a special group of non-alumni—former students, spouses, parents, ISU faculty and staff, and others who have chosen to strengthen their affiliation with ISU through Association membership. 5,848 non-alumni friends represented 13.8% of the Association’s FY22 total membership.
(Source: ISU Alumni Association Membership Statistics Report, July 2022.)
Total Assn %
Country Alumni Mbrs Mbrs
Afghanistan 1 0 0.00%
Algeria 3 0 0.00%
Argentina 49 1 2.04%
Armenia 1 0 0.00%
Australia 108 4 3.70%
Austria 16 1 6.25%
Azerbaijan 1 1 100.00%
Bahamas 10 1 10.00%
Bahrain 45 0 0.00%
Bangladesh 15 1 6.67%
Barbados 4 0 0.00%
Belgium 18 1 5.56%
Belize 1 0 0.00%
Bermuda 2 0 0.00%
Bolivia 20 0 0.00%
Botswana 21 0 0.00%
Brazil 99 0 0.00%
Bulgaria 3 1 33.33%
Burkina Faso 3 0 0.00% Burundi 1 0 0.00%
Cambodia 2 0 0.00% Cameroon 8 0 0.00% Cameroon 3 0 0.00%
Canada 569 29 5.10%
Cape Verde 4 0 0.00%
Cayman Islands 2 0 0.00%
Chile 14 1 7.14%
China 583 5 0.86%
Colombia 49 1 2.04%
Costa Rica 33 1 3.03%
Croatia 2 0 0.00%
Cyprus 29 1 3.45%
Czech Republic 12 0 0.00%
Democratic Republic of Congo 2 0 0.00%
Denmark 16 0 0.00%
Dominica 1 0 0.00%
Dominican Republic 3 0 0.00%
Ecuador 9 0 0.00%
Egypt 90 0 0.00%
Total Assn % Country Alumni Mbrs Mbrs
El Salvador 5 0 0.00%
Ethiopia 6 0 0.00%
Finland 10 0 0.00%
France 36 4 11.11%
Gambia 3 0 0.00%
Georgia 1 0 0.00%
Germany 110 15 13.64%
Ghana 30 1 3.33%
Greece 49 0 0.00% Grenada 1 0 0.00%
Guatemala 19 1 5.26%
Guam 21 5 23.81% Guatemala 25 1 4.00% Guinea 1 0 0.00% Guyana 6 0 0.00% Honduras 18 0 0.00% Hong Kong 214 12 5.61%
Hungary 4 2 50.00% Iceland 1 0 0.00% India 369 6 1.63% Indonesia 469 1 0.21%
Iran, Islamic Republic Of 39 0 0.00%
Iraq 44 2 4.55% Ireland 14 3 21.43% Israel 29 0 0.00% Italy 24 2 8.33%
Ivory Coast, Republic of 2 0 0.00% Jamaica 5 0 0.00% Japan 159 20 12.58%
Jordan 65 1 1.54% Kazakhstan 6 0 0.00%
Kenya 51 1 1.96%
Kosovo 2 0 0.00%
Kuwait 37 1 2.70%
Kyrgyzstan 1 0 0.00%
Lao People’s Democratic Republic 1 0 0.00%
Latvia 1 0 0.00% Lebanon 14 0 0.00%
Indicates countries with Association members
Total Assn % Country Alumni Mbrs Mbrs
Lesotho 2 0 0.00%
Liberia 5 0 0.00%
Libya 6 0 0.00%
Luxembourg 2 1 50.00%
Macao 2 0 0.00%
Madagascar 1 0 0.00%
Malawi 7 0 0.00%
Malaysia 1,035 4 0.39%
Mali 5 0 0.00% Mauritius 5 0 0.00%
Mexico 112 4 3.57%
Moldova, Republic of 1 0 0.00%
Mongolia 1 0 0.00% Morocco 12 0 0.00% Myanmar 1 0 0.00%
Namibia 5 0 0.00%
Nepal 2 0 0.00%
Netherlands 42 1 2.38%
Netherlands Antilles 2 0 0.00%
New Zealand 35 1 2.86%
Nicaragua 6 0 0.00%
Nigeria 119 0 0.00%
Norway 70 5 7.14%
Oman 10 0 0.00%
Pakistan 122 2 1.64%
Panama 18 1 5.56%
Paraguay 1 0 0.00%
Peru 41 0 0.00%
Philippines 57 1 1.75%
Poland 6 0 0.00% Portugal 8 0 0.00%
Puerto Rico 2 3 150.00%
Qatar 13 0 0.00%
Republic of Korea 504 11 2.18%
Romania 4 0 0.00%
Russian Federation 8 0 0.00%
Rwanda 1 0 0.00%
Saudi Arabia 92 2 2.17%
Scotland 11 0 0.00%
Total Assn % Country Alumni Mbrs Mbrs
Senegal 2 0 0.00%
Serbia 4 0 0.00%
Sierra Leone 1 0 0.00%
Singapore 220 12 5.45%
Slovakia 3 0 0.00% Slovenia 4 0 0.00% Somalia 2 0 0.00%
South Africa 18 1 5.56%
South Korea 16 1 6.25%
Spain 39 3 7.69% Sri Lanka 18 0 0.00%
St. Kitts & Nevis 1 0 0.00% Sudan 18 0 0.00% Swaziland 5 0 0.00%
Syrian Arab Republic 7 0 0.00%
Taiwan 542 40 7.38%
Tanzania, United Republic of 14 0 0.00% Thailand 247 4 1.62% Togo 1 0 0.00%
Trinidad and Tobago 12 0 0.00% Tunisia 13 0 0.00%
Turkey 108 3 2.78% Uganda 7 0 0.00% Ukraine 7 0 0.00%
United Arab Emirates 82 2 2.44%
United Kingdom 173 8 4.62% Uruguay 25 1 4.00%
Uzbekistan 1 0 0.00% Venezuela 73 3 4.11% Vietnam 16 0 0.00% Wales 5 1 20.00%
Yemen 2 0 0.00% Zambia 10 0 0.00% Zimbabwe 15 0 0.00%
Total 7,244 222 3.06%
Indicates countries with Association members
Total Assn % State Alumni Mbrs Mbrs
Alabama 693 108 15.58%
Alaska 307 37 12.05%
Arizona 4,532 698 15.40%
Arkansas 841 115 13.67%
California 10,746 1,333 12.40%
Colorado 7,347 1,066 14.51%
Connecticut 678 98 14.45%
Delaware 223 41 18.39%
District of Columbia 307 37 12.05%
Florida 5,222 885 16.95%
Georgia 2,181 305 13.98%
Hawaii 371 55 14.82%
Idaho 763 90 11.80%
Illinois 16,334 2,446 14.97%
Indiana 2,352 394 16.75%
Iowa 108,076 20,884 19.32%
Kansas 3,910 746 19.08%
Kentucky 709 93 13.12%
Louisiana 464 77 16.59%
Maine 272 35 12.87%
Maryland 1,873 259 13.83%
Massachusetts 1,369 160 11.69%
Michigan 2,560 419 16.37%
Minnesota 17,764 2,264 12.75%
Mississippi 257 31 12.06%
Missouri 5,538 843 15.22%
Montana 578 73 12.63%
Nebraska 5,261 759 14.43%
Nevada 862 130 15.08%
New Hampshire 281 22 7.83%
New Jersey 1,234 127 10.29%
New Mexico 834 101 12.11%
New York 2,335 332 9.46%
North Carolina 2,765 383 13.85%
North Dakota 468 50 10.68%
Total Assn % State Alumni Mbrs Mbrs
Ohio 2,520 406 16.11%
Oklahoma 973 165 16.96%
Oregon 1,972 241 12.22%
Pennsylvania 1,887 282 14.94%
Rhode Island 133 10 7.52%
South Carolina 1,057 182 17.22%
South Dakota 1,717 221 12.87%
Tennessee 1,568 236 15.05%
Texas 9,052 1,442 15.93%
Utah 672 68 10.12%
Vermont 167 19 11.38%
Virginia 2,780 468 16.83%
Washington 3,972 491 12.36%
West Virginia 123 14 11.38% Wisconsin 6,147 916 14.90%
Wyoming 321 34 10.59%
Unknown 417 18 4.32%
Total 245,785 40,599 16.52%
Indicates states with 1,000 or more Association members
Total Assn % County Alumni Mbrs Mbrs
Adair 263 40 15.21%
Adams 103 20 19.42%
Allamakee 316 43 13.61%
Appanoose 175 8 4.57%
Audubon 243 35 14.40%
Benton 627 114 18.18%
Black Hawk 2,287 432 18.89%
Boone 2,425 454 18.72%
Bremer 677 134 19.79%
Buchanan 430 99 23.02%
Buena Vista 515 104 20.19%
Butler 293 46 15.70%
Calhoun 358 66 18.44%
Carroll 906 166 18.32%
Cass 425 99 23.29%
Cedar 424 77 18.16%
Cerro Gordo 1,480 264 17.84%
Cherokee 287 57 19.86%
Chickasaw 258 52 20.16%
Clarke 203 21 10.34%
Clay 527 120 22.77%
Clayton 328 57 17.38%
Clinton 712 126 17.70%
Crawford 412 95 23.06%
Dallas 6,530 1,028 15.74%
Davis 171 13 7.60%
Decatur 140 18 12.86%
Delaware 412 73 17.72%
Des Moines 597 81 13.57%
Dickinson 698 164 23.50%
Dubuque 1,379 204 14.79%
Emmet 199 28 14.07%
Fayette 408 72 17.65%
Floyd 383 72 18.80%
Franklin 416 99 23.80%
Total Assn % County Alumni Mbrs Mbrs
Fremont 125 26 20.80%
Greene 509 107 21.02%
Grundy 410 98 23.90%
Guthrie 544 105 19.30%
Hamilton 940 216 22.98%
Hancock 421 79 18.76% Hardin 812 151 18.60%
Harrison 326 53 16.26%
Henry 299 61 20.40%
Howard 178 32 17.98% Humboldt 432 87 20.14%
Ida 276 51 18.48%
Iowa 486 81 16.67% Jackson 305 62 20.33%
Jasper 1,154 191 16.55% Jefferson 273 51 18.68% Johnson 2,985 496 16.62%
Jones 497 76 15.29% Keokuk 210 34 16.19% Kossuth 564 100 17.73%
Lee 398 67 16.83%
Linn 6,063 943 15.55%
Louisa 172 28 16.28%
Lucas 173 31 17.92%
Lyon 155 19 12.26%
Madison 729 111 15.23%
Mahaska 513 92 17.93%
Marion 1,196 148 12.37%
Marshall 1,596 282 17.67%
Mills 299 55 18.39%
Mitchell 387 68 17.57% Monona 176 33 18.75%
Monroe 184 32 17.39%
Montgomery 226 56 24.78% Muscatine 911 196 21.51%
49
Total Assn % County Alumni Mbrs Mbrs
O'Brien 298 64 21.48%
Osceola 109 24 22.02%
Page 268 58 21.64%
Palo Alto 243 43 17.70%
Plymouth 600 112 18.67%
Pocahontas 260 53 20.38%
Polk 30,606 4,470 14.60%
Pottawattamie 1,488 264 17.74%
Poweshiek 526 107 20.34%
Ringgold 146 25 17.12%
Sac 382 83 21.73%
Scott 3,202 519 16.21%
Shelby 477 86 18.03%
Sioux 495 89 17.98%
Story 18,673 6,209 33.25%
Tama 505 87 17.23%
Taylor 108 16 14.81%
Union 330 57 17.27%
Van Buren 130 28 21.54%
Wapello 472 76 16.10%
Warren 2,086 260 12.46%
Washington 519 99 19.08%
Wayne 129 27 20.93%
Webster 1,210 212 17.52%
Winnebago 338 48 14.20%
Winneshiek 522 86 16.48%
Woodbury 1,453 251 17.27%
Worth 216 32 14.81%
Wright 487 106 21.77%
Total 137,225 24,853 18.11%
Indicates counties with more than 500 Association members
Assn %
First Degree Year Alumni Mbrs Mbrs
1930 47 0 0.00% 1931 74 0 0.00% 1932 50 0 0.00% 1933 39 0 0.00% 1934 51 1 1.96% 1935 53 0 0.00% 1936 51 0 0.00% 1937 63 1 1.59% 1938 78 1 1.28% 1939 115 2 1.74% 1940 126 2 1.59% 1941 168 8 4.76% 1942 196 9 4.59% 1943 191 16 8.38% 1944 160 15 9.38% 1945 162 14 8.64% 1946 186 17 9.14% 1947 320 26 8.13% 1948 386 38 9.84% 1949 555 67 12.07% 1950 616 67 10.88% 1951 515 73 14.17% 1952 521 101 19.39% 1953 458 104 22.71% 1954 549 147 26.78% 1955 617 145 23.50% 1956 770 212 27.53% 1957 854 256 29.98%
1958 1,011 279 27.60% 1959 1,111 308 27.72% 1960 1,090 323 29.63% 1961 1,095 346 31.60% 1962 1,245 349 28.03% 1963 1,330 346 26.02% 1964 1,550 356 22.97%
Total Assn %
First Degree Year Alumni Mbrs Mbrs
1965 1,649 383 23.23%
1966 1,721 425 24.69% 1967 2,065 494 23.92% 1968 2,258 532 23.56% 1969 2,858 651 22.78% 1970 3,062 724 23.64% 1971 3,207 702 21.89%
1972 3,332 738 22.15% 1973 3,492 803 23.00%
1974 3,421 763 22.30%
1975 3,426 702 20.49%
1976 3,652 781 21.39%
1977 3,688 731 19.82%
1978 3,835 811 21.15%
1979 3,911 800 20.46%
1980 3,977 787 19.79%
1981 4,725 967 20.47%
1982 4,090 838 20.49%
1983 4,170 926 22.21%
1984 4,392 872 19.85% 1985 4,552 921 20.23%
1986 4,592 876 19.08%
1987 4,680 804 17.18%
1988 4,572 775 16.85% 1989 4,498 746 16.59%
1990 4,448 686 15.42%
1991 4,377 643 14.69%
1992 4,492 605 13.47%
1993 4,579 533 11.64%
1994 4,536 547 12.06%
1995 4,464 543 12.16% 1996 4,346 487 11.21% 1997 4,512 466 10.33% 1998 4,385 389 8.87% 1999 4,520 351 7.77%
Total Assn %
First Degree Year Alumni Mbrs Mbrs
2000 4,572 338 7.39% 2001 4,674 270 5.78% 2002 4,954 311 6.28% 2003 5,013 259 5.17% 2004 5,207 228 4.34% 2005 5,256 228 4.38% 2006 5,080 190 3.74% 2007 4,891 179 3.66% 2008 4,873 157 3.22% 2009 4,782 121 2.53% 2010 5,221 125 2.39% 2011 5,280 128 2.42% 2012 5,805 133 2.29% 2013 5,940 132 2.22% 2014 6,170 158 2.56% 2015 6,787 166 2.45% 2016 7,175 159 2.22% 2017 7,686 184 2.39% 2018 7,642 164 2.15% 2019 7,823 247 3.16% 2020 7,309 238 3.26% 2021 6,693 595 8.89%
Indicates years with 20% or more Association members
* These numbers are based on a person’s first ISU degree. If someone has an invalid degree year, they do not appear on this table.
‡ Includes honorary and other individuals listed as alumni.
Total Assn %
Degree Alumni Mbrs Mbrs
Undergraduate 234,277 28,637 12.22% Masters 26,013 1,348 5.18% Doctorate 14,182 1,381 9.74%
250,000
200,000
150,000
100,000
50,000
0
Association Members Total Alumni Doctorate Masters Undergraduate
*Alumni may be listed in more than one category
Total Assn % College Alumni Mbrs Mbrs
Agriculture and Life Sciences 44,333 6,124 13.81%
Business 33,154 3,161 9.63%
Design 14,427 956 6.69%
Engineering 54,790 6,639 12.12%
Human Sciences 50,617 6,186 12.22%
Interdisciplinary 2,846 130 4.57%
Liberal Arts & Sciences 74,180 8,183 11.09% Veterinary Medicine 5,163 727 14.08%
* These numbers are based on a person's first ISU degree. If someone has multiple degrees in their first degree year, they will appear on this table multiple times.
Total Assn % Ethnicity Alumni Mbrs Mbrs
Asian or Pacific Islander 11,256 594 5.28%
Black or African American 5,284 395 7.48% Caucasian, not of Hispanic origin 177,159 29,252 16.51%
Hispanic 4,860 367 7.55% Multi-racial 480 54 11.25%
Native American 753 63 8.37% Unknown 79,993 11,816 14.77%
Total Assn % Gender Alumni Mbrs Mbrs
Male 161,826 23,515 14.53% Female 117,948 19,023 16.13% Other/Not specified 11 63
2023
Original term expired ’22 Term extended ‘24
Exercise and Sport Science, B.S. 1995
Spouse: Jennifer Mores Life Member Sustaining Donor
Email: marcmores@gmail.com
Current Hometown: Johnston, Iowa
Original Hometown: Harlan, Iowa
Marc Mores is the executive vice president of Favor & Company, an insurance agency and cover holder for Lloyds of London. He specializes in working with social and professional fraternities and sororities to adopt appropriate health and safety policies and practices. He is an underwriter for many large fraternity accounts and a frequent speaker at client and industry leadership events. Mores was previously employed by Phi Delta Theta Fraternity, where he played an integral role in implementing alcohol-free housing. As an ISU student, he was a Cyclone Guide and served as president of the Interfraternity Council Judicial Board and of his fraternity, Phi Delta Theta. Mores has also been involved with ISU's Cincinnati and Denver alumni clubs. He serves as president of the board of directors for HazingPrevention.Org. He graduated from Xavier University with a M.Ed. in 2004. Mores and his wife, Jennifer, live in Johnston, Iowa, with their youngest daughter, Stephanie, who is a high school junior at Johnston High School. Their oldest child, Ashley, is a sophomore at the University of Iowa studying nursing. Mores and Jennifer are season ticket holders for football and men’s and women’s basketball and love to support Iowa State.
ISUAA Board Work: CEO Evaluation, Executive (Chair, Vice Chair of Records, Vice Chair of Finance), Finance (Chair), Governance (Chair), and Officers Nominating Committees.
Chair-Elect
Term expires ’23 Marketing, B.B.A. 1988
Spouse: Mark Schmidt (’88 agricultural business) Life Members Sustaining Donors
Email: cschmidt4120@gmail.com
Current Hometown: Plymouth, Minnesota
Original Hometown: Shoreview, Minnesota
Cathy Schmidt is the President and CEO of Stahl Construction. Previously, Schmidt led lFullerton Building Systems, Surfacequest, CEO Roundtable, and Stahl Construction. Schmidt was highly involved as a student at Iowa State in organizations such as Cardinal Key, Student Alumni Association (now SALC), Delta Zeta sorority, and VEISHEA. She has been a community leader throughout her career and is currently working with Minnesota Commercial Real Estate Women as co-chair of the signature event committee. Schmidt holds an MBA from the University of Minnesota. She is married to Mark Schmidt (‘88 agricultural business) and together they have two children and a sonin-law who attended Iowa State: Caroline (‘17 psychology), Preston Jasper (‘17 finance and marketing), and Jonathan (‘18 anthropology and international studies). Schmidt’s parents also attended Iowa State: Edward McCall (‘60 chemical engineering) and Judith (Judy) Bohn McCall (‘60 home economics).
ISUAA Board Work: CEO Evalauation, Executive (Vice Chair of Records), Governance (Chair), and Strategic Plan Goal 1 Constituent Engagement Committees; Constituent Engagement (Leader) and Financial Health (Leader) Advisory Work Groups.
Immediate Past Chair
Original term expired ’21 Term extended ‘23
Marketing/International Business and Spanish, B.S. 2001 Life Member Sustaining Donor
Email: Tquick@tworivers.bank
Current Hometown: Clive, IA
Original Hometown: Ankeny, Iowa
Tim Quick is the central Iowa market president for Two Rivers Bank & Trust in West Des Moines, Iowa. In this role, he leads a team in central Iowa that primarily focuses on commercial banking. Before joining the board of directors, Quick served as a board associate for the ISUAA Finance Committee. Quick is heavily involved with his church board and other community-based organizations. Quick was selected for the Greater Des Moines Leadership Institute's class of 2010 and in the same year was named as a “Forty Under 40” honoree by the Des Moines Business Record.
ISUAA Board Work: Audit, CEO Evaluation (Chair), Executive Committee (Chair), Finance (Chaired twice), Governance (Chair), and Officers Nominating Committees.
Vice Chair of Records
Term expires ’23 Political Science, B.S. 2001 Life Members Sustaining Donors
Email: ceharrisisu@yahoo.com
Current Hometown: Kansas City, Missouri
Original Hometown: Shenandoah, Iowa
Chad Harris is the chief development officer for Cornerstones of Care, a healthcare nonprofit focused on the mental and behavioral health needs of children and families across the Midwest. He manages the annual giving campaign and targeted appeals to grow the organization’s endowment and unrestricted funding of $4 million annually and leverages annual special events for community engagement and donor growth. As a student at Iowa State, his myriad leadership activities ranged from Student Alumni Leadership Council and FarmHouse fraternity to the University Honors Program and University Museums. He received the Wallace E. Barron All-University Senior Award, served as a Cyclone Aide, and was the student representative on the Iowa 4-H Foundation Board of Trustees. Harris was a charter member of the ISUAA Young Alumni Council and received the ISUAA Outstanding Young Alumni Award in 2013. His community involvement has been no less vast, with full integration into the Kanas City not-for-profit environment. He received the 2017 Fraternity Executives Association Award for community contributions following a 10-year tenure serving as the executive director of FarmHouse fraternity. Harris holds a MSEd from Indiana University and received his doctorate in educational leadership from the University of Missouri.
ISUAA Board Work: Awards Review and Selection (Chair and Chair-elect), Executive (Vice Chair of Records), and Strategic Plan (Chair) Committees; Alumni Giving Advisory Work Group; and Strategic Plan Task Force (Leader).
Term expires ’24 Business Management, B.S. 1985
Spouse: Denise Bauer Life Members
Email: scottb@fnb247.com
Current Hometown: Ames, Iowa
Original Hometown: Des Moines, Iowa
Scott Bauer is the president of First National Bank in Ames. As president of FNB, Bauer focuses on the areas of operations, auditing, and lending. He has previously served as a board associate on both the ISU Alumni Association’s finance and audit committees and was a longtime member of the Ivy College of Business’ Management and Marketing Executive Advisory Committee. He is also active with the Ames-based Center for the Creative Justice’s audit committee and the Ames Economic Development Commission. He currently holds board positions for the Iowa Bankers Mortgage Corporation and the City of Ames Electrical Utilities Operations Review and Advisory Board. Bauer and wife, Denise, have two children. Their oldest son is married with two daughters living and working in the Chicago area, and their younger son is living and working in the St. Louis area.
ISUAA Board Work: Executive (Vice Chair of Finance) and Finance (Chair) Committees; and Financial Health Advisory Work Group.
ISUAA Board Treasurer
Ex-officio-Voting Finance, B.S. 1992; Public Administration, MAP 2012
Spouse: Sean Whalen (’99 animal ecology, ’04 MA English)
Life Members
Email: whalen@iastate.edu
Current Hometown: Pilot Mount, Iowa
Original Hometown: Delmar, Iowa
Bonnie Whalen is currently the associate vice president for Institutional Financial Strategy, University Treasurer and University Secretary at Iowa State University (ISU). Her responsibilities at ISU include leadership of the controller’s office, treasury operations, investments, debt management, budget development, financial planning and analysis, and institutional financial reporting. Whalen is a member of the Association for Financial Professional, the Treasury Institute of Higher Education, and the National Association of College and University Business Officers. Whalen has been employed at ISU for 33 years since she began as a work-study student, serving roles in Environmental Health & Safety, Information Technology, Ames Laboratory, and 15 years as the chief financial officer in the ISU Division of Student Affairs. Whalen serves on several community and local 4-H committees. Whalen received her BBA degree in finance from ISU in 1992 and her MPA from ISU in 2012. Whalen met her husband, Sean, at ISU. He is also an ISU employee an ISU graduate (MA ‘04 English, ’99 animal ecology). Whalen and Sean have two daughters, Emma and Claire, who are both ISU grads.
ISUAA Board Work: Executive and Finance Committees.
Lora and Russ Talbot Endowed ISUAA President and Chief Executive Officer
Ex officio/Non-voting Education, Ph.D. 2014
Spouse: Peggy Johnson Life Members Sustaining Donors
Email: jjohnsn@iastate.edu
Current Hometown: Ames, Iowa
Original Hometown: Collins, Mississippi
Term expires ’25
Industrial Engineering/Economics, B.S. 2003; Industrial Engineering, MS 2006; PhD 2010
Spouse: Kendra Bumblauskas Life Members
Email: bbqx21@hotmail.com
Current Hometown: Cedar Falls, Iowa
Original Hometown: West Des Moines, Iowa
Jeff Johnson was named president and CEO of the Iowa State University Alumni Association in 1999. His title changed in 2015 as he became the inaugural Lora and Russ Talbot Iowa State University Alumni Association Endowed President and Chief Executive Officer. Under Johnson’s leadership, the Alumni Association has grown to be the second-largest dues-paying alumni association in the Big 12 Conference and boasts one of the largest student membership programs in the country. He directed the fundraising, design, construction, and dedication of the $10.5 million ISU Alumni Center, which opened in 2008. Johnson has more than 35 years of higher education experience. He oversees all association programs, is secretary to the Stanton Memorial Carillon Foundation, publisher of all association publications, a member of the ISU President’s Cabinet, and the association’s liaison to the university and its affiliate organizations.
2022-23 ISUAA Board Work: Executive, Governance, Officers Nominating, and Strategic Plan Committees.
Dan Bumblauskas is an MBA coordinator, an associate professor, and a Hamilton/ESP fellow at the University of Northern Iowa. Here, he conducts research, instructs courses, and consults in operations and supply chain management. In addition to his three degrees from ISU, Bumblauskas holds a degree in general management from Harvard University (ALM ‘13) and served as president of the Harvard Club of Iowa. Since graduation from Iowa State, Bumblauskas has served as a member of the ISU College of Engineering Advisory Board, was honored as a STATEment Maker, and an ISUAA Board associate. His community service involvement includes coaching youth ice hockey in Waterloo. Previously, Bumblauskas served on the YMCA Childhood Development Center Parent Advisory Council, the Race for the Cure, and various additional philanthropic endeavors. While a student, Bumblauskas was the ISU Roller Hockey Club president, a Sports Club Council representative, and an ISU Ice Hockey Club team member. Bumblauskas’s pride and joy is his family – his wife Kendra and four children: Addilyn, Taryn, Grayson, and Weston.
ISUAA Board Work: Governance and Strategic Plan Committee; and Collaborative Partnerships Advisory Work Group.
Term expires ’23
Agriculture and Life Sciences Education, B.S. 2002 Life Member
Sustaining Donor
Email: kellicameron@ymail.com
Current Hometown: Janesville, Wisconsin
Original Hometown: Milton, Wisconsin
Kelli Cameron is the senior director of faculty, executive and advanced practice provider recruitment for the Medical College of Wisconsin and Children's Wisconsin. She is known and recognized for her service to her community, working with non-profit development, fundraising campaigns, promoting the roles of women and girls in Rock County, and more. For her efforts, she was named Rock County Woman of Distinction in 2017. Cameron also provides strategic talent advisory services for non-profit organizations and businesses. During her time at Iowa State, she was active as a member of the Presidential Leadership Class, University Honors Program, Agriculture Education Club, and Sigma Alpha sorority. Cameron worked at the College of Agriculture and Life Sciences Study Abroad Office and was recognized as the Iowa State University Student Employee of the Year, and State of Iowa Student Employee of the Year. She holds a master’s degree from Purdue University and is currently pursuing her doctorate degree in organizational leadership from Concordia University.
ISUAA Board Work: Awards Review and Selection (Chair), CEO Evaluation, and Officers Nominating Committees; Collaborative Partnerships Advisory Work Group (leader); and Collaborative Partnerships Survey Work Group.
Term expires ‘26
Agriculture and Life Sciences Education, BS 2001; MS 2004; MEd 2004 Educational Administration Life Member
Email: jeremyndavis@gmail.com
Current Hometown: Ames, Iowa Original Hometown: Olin, Iowa
Jeremy Davis is a partner at FarmLand Real Estate & Management, LC in Ames, Iowa, where he is a professional farm manager for several multi-generational family trusts with farmland located throughout Iowa. As a student, Davis was a member of the Gamma Sigma Delta Honor Society, chapter president of Acacia Fraternity, and senator and finance committee member for student government. He was the recipient of the Iowa State University Cyclone Athletics Student Athlete Academic Services’ Norman Boyles Outstanding Service to Student Athletes Award in 2007. Since graduation, he has been providing guidance and advice to undergraduate students as chapter advisor for Acacia Fraternity—Iowa State Chapter. He previously served as the international president of Acacia International Fraternity from 2014-2018. Previously, he was a member of the Ames City Council and served on the Ames Economic Development Commission Board of Directors as well as the Ames Convention and Visitors Bureau and Ames Foundation Board of Directors. He currently serves as a member of the board of directors at the Ames Golf & Country Club in addition to being a member of various other community organizations. Davis brings expertise in administrative management, communication and customer service, real estate, public relations, and strategic planning to the board.
ISUAA Board Work: Awards Review and Selection Committee.
Term expires ’23
Supply Chain Management, B.S. 2017 Life Member
Email: tdavis@alumni.iastate.edu
Current Hometown: Las Vegas, Nevada
Original Hometown: St. Louis, Missouri
Taylor Davis is a supply chain management professional with interests in global SMC, procurement, and policy (law) initiatives – purposefully striving to make and maintain meaningful connections, achieve exemplary milestones while being of service to her alma mater and surrounding community. She has launched a universal supply chain organization (TD Universal SCM Co., LLC) focused on supply chain excellence and business development. Davis previously worked for Renewable Energy Group (REG –largest biomass based diesel producer in North America) headquartered in Ames and the Netherlands - where she assisted in REG’s sustainability, inventory management, and supply chain initiatives. She also represented REG at conferences and career fairs. At Iowa State, Davis was committed to her studies alongside student organizations such as Black Campus Ministry, Multicultural Business Network, and other organizations. She supported Habitat for Humanity, ACCESS shelter, and Boys and Girls Club. Her proudest accomplishment is continuing a legacy of ISU graduates in her family and being in the first Ivy College of Business graduating class.
ISUAA Board Work: Diversity, Equity, and Inclusion, Governance, Officers Nominating (Chair), and Strategic Plan Goal 3 Internal Organization and Diversity Committees; Alumni Giving and Constituent Engagement Advisory Work Groups; and Strategic Plan Task Force.
Term expires ’24 Business Management, B.S. 2000; MBA 2003; Educational Leadership, Ph.D. 2016
Spouse: Deidre DeJear Life Member
Email: marvin.dejear@gmail.com
Current Hometown: Des Moines, Iowa
Original Hometown: Tulsa, Oklahoma
Marvin DeJear is the chief diversity, equity, and inclusion officer for the Greater Des Moines Partnership. His community service is vast, including Back to School Iowa, mentoring, blood drives, and clothing drives. He has served on the Polk County Early Childhood Board, the Future Ready Iowa Task Force, the State Minority and Unemployment Disparity Committee. He still currently serves on the State Access to Justice Committee. At Iowa State, DeJear served as the vice-president of the National Pan Hellenic Council chapter at Iowa State. He served as the president of The Omega Psi Phi Fraternity, Mu Theta Chapter, and he currently serves as the Eighth District 1st Vice District representative to the organization. The Eighth District includes Iowa, Nebraska, Colorado, Kansas, Missouri, South Dakota, North Dakota, and New Mexico.
ISUAA Board Work: Awards Review and Selection, Diversity, Equity, and Inclusion, Officers Nominating, and Strategic Plan Goal 2 Collaborative Partnerships Committees; and Constituent Engagement Advisory Work Group (Leader).
Term expires ’26
’87 biology Life Member
Term expires ‘26
Marketing, BS 2006 Life Member
Email Gayle: j_farrell_family@msn.com
Current Hometown: Urbandale, Iowa
Original Hometown: Des Moines, Iowa
Gayle Farrell is the head of customer experience platform strategy and execution at Wells Fargo. Farrell’s community service contributions include Habitat for Humanity, Rebuilding Together, the United Way of Central Iowa Women’s Leadership Council, Variety Club, and the Equal Justice Initiative. She has served as the Greater Des Moines Leadership Board chair, Waukee Athletic Boosters president, and was named a “40 Under Forty” honoree by the Des Moines Business Record. As a student, Farrell was involved in the Delta Zeta Social Sorority, the Homecoming Central Committee, VEISHEA, Stars Over VEISHEA, and was captain of the Cy Squad. She is a first-generation college graduate. She met her husband, Jeff (‘86 biology) while attending ISU. They have two sons who carried on the ISU Legacy. Connor (‘18 industrial technology/ag systems technology) and Andrew (‘21 kinesiology).
ISUAA Board Work: Strategic Plan Committee.
Email: alfellows@gmail.com
Current Hometown: Atlanta, Georgia
Original Hometown: Nevada, Missouri
Andrea Fellows is the supervisory public affairs specialist for the Centers of Disease Control and Prevention in Atlanta, Georgia, where she supervises all employee and leadership communications. She graduated summa cum laude from the University of Maryland Francis King Carey School of Law. As a student at Iowa State, Fellows was on the Student Alumni Leadership Council and VEISHEA committee. After graduating, she was the marketing chair for the ISUAA Young Alumni Council and the social chair for the ISU Alumni of New York City. She was the recipient of the 2013 ISUAA STATEment Maker Award. She also served as a board member for women’s empowerment at Peace Corps. Fellows brings unique expertise in public affairs, communication, event planning, recruiting, and fundraising.
ISUAA Board Work: Awards Review and Selection Committee
Term expires ’25
Animal Science, B.S. 2010 animal science; Veterinary Medicine 2014 Spouse: Matthew Grotheer (’12 political science/international studies)
Annual Members
Email: allison.flinn@merck.com
Current Hometown: Cheverly, Maryland
Original Hometown: Des Moines, Iowa
Allison Flinn is the executive director for value chain and consumer affairs for Merck Animal Health, serving on the company’s livestock leadership team. She is dedicated to combining veterinary medicine and technology to deliver meaningful, data-driven insights that allow farmers and ranchers to continuously improve animal health and welfare outcomes. She also serves on the national FFA Sponsor’s Board on behalf of Merck Animal Health. Flinn is passionate about mentorship and development, working closely with FFA, AFA, and MANRRS students across the country as they navigate their education and careers. During her time at Iowa State, Flinn was involved as a member of the ISU Spirit Squad, a teaching assistant and tutor, the Iron Dog Fund vice president, a graduate student senator, and an active member of various veterinary medicine clubs on campus.
ISUAA Board Work: CEO Evaluation and Membership Committees.
Term expires ’25 Advertising, B.A. 2011 Spouse: Charlie Owen Life Member Sustaining Donor
Email: themmingsen@alumni.iastate.edu
Current Hometown: Denver, Colorado
Original Hometown: Walnut, Iowa
Trey Hemmingsen is a principal training and adoption consultant with ServiceNow, a cloud platform that helps digitize organizations so that they can find smarter, faster, better ways to make work flow. Hemmingsen currently serves as the president for the Denver Alumni Club and previously founded the Boston Alumni Club. He has spent time on the Young Alumni Council as the engagement and outreach vice chair and was awarded the James A. Hopson Alumni Volunteer Award. Hemmingsen has organized and participated in events through Volunteers for Outdoor Colorado, the Rocky Mountain Food Bank, and Freedom Service Dogs. He previously worked with the Greenlee Alumni and Friends regional network and currently volunteers through KyMel at Camp Hope. At Iowa State, Hemmingsen participated in the Advertising Club and the Public Relations Student Society of America. He also balanced numerous responsibilities with the Iowa State Daily.
ISUAA Board Work: Awards Review and Selection, Diversity, Equity, and Inclusion, and Governance Committees; and Constituent Engagement Advisory Work Group.
Term expires ‘26
Mechanical and Industrial Engineering, BS 2012; Systems Engineering, MS 2014
Spouse: Nicole Kirpes
Life Members
Email: cjkirpes@gmail.com
Current Hometown: Cedar Rapids, Iowa
Original Hometown: Cumming, Iowa
Carl Kirpes is the president and managing partner at KT Pacer in Cedar Rapids, Iowa, leading the organization to grow its brand presence as world leaders in feed transportation solutions. He graduated summa cum laude with honors from ISU. As a student, Kirpes was an outside linebacker on the ISU football team, a member of Cardinal Court, president of Cardinal Key Honor Society, and an All-Cyclone team captain and high scholar athlete. He is a former Wallace E. Barron Award recipient from the ISU Alumni Association. He has served as a judge for the Global Student Entrepreneurship (GSEA) regional competition and recently completed his term on the Board of the Institute of Industrial & Systems Engineers as the senior vice president of industry. Kirpes is also a licensed Professional Engineer in the state of Iowa and a certified Project Management Professional. He brings expertise in entrepreneurship, administrative management, event planning, international affairs, and strategic planning to the board.
ISUAA Board Work: Membership Committee.
Term expires ’25
Marketing and International Business, B.S. 2008
Life Member Sustaining Donor
Email: amandaj.matchett@gmail.com
Current Hometown: Blaine, Minnesota
Original Hometown: Cedar Rapids, Iowa
Amanda Matchett is senior council for Workday, a planning and forecasting software. Matchett is a former vice chair of membership for the Iowa State University Young Alumni Council, national secretary for the National Black Law Students Association, and a North Star pro bono attorney. Matchett previously served on the board of the St. Paul Area Chamber of Commerce and the Minnesota Black Chamber of Commerce. Matchett currently serves on the Blueprint Campaigns and as treasurer of the Minnesota Association of Black Lawyers. As a student, she actively participated in the Kappa Delta sorority and was a George Washington Carver Scholar.
ISUAA Board Work: Awards Review and Selection (Chair-elect) and Governance Committees; and Internal Organization and Diversity & Inclusion Advisory Work Group.
Term expires ’24 Telecommunicative Arts, B.A. 1989
Spouse: Renee Potts (’88 elem. educ.) Annual Members
Email: dpotts@ankenyiowa.gov
Current Hometown: Ankeny, Iowa
Original Hometown: Chicago, Illinois
Darius Potts is chief of police for the City of Ankeny. He is Ankeny’s first African American police chief and has dedicated more than 31 years to a career in law enforcement. During his time at Iowa State, Potts was a member of Alpha Phi Alpha Fraternity Incorporated. He is a current member of the Rotary Club of Ankeny, the Ankeny Community Network, and oversees the Ankeny Police Department’s community-based and partnership development program.
ISUAA Board Work: Awards Review and Selection, Finance, and Membership Committees; and Constituent Engagement Advisory Work Group.
Term expires ’24
Agronomy, B.S. 2001; Crop Production and Physiology, M.S. 2003
Spouse: Doug Pontious Life Member
Email: drefsell@gmail.com
Current Hometown: Runnells, Iowa
Original Hometown: Wallingford, Iowa
Dawn Refsell grew up on a grain and livestock farm near the small town of Wallingford in northwest Iowa. She was very active in 4-H, which began her first relationship with Iowa State. During her time at Iowa State, Refsell was a Hixson Scholar and a Hixson seminar leader and active in the Agronomy Club. Following graduation with her MS degree from Iowa State, Refsell worked at the University of Illinois as an Extension weed specialist, then for Valent USA serving in a variety of roles related to product development and technical service. She completed her PhD in agronomy from Kansas State University and currently is the field sciences leader for the central United States with Corteva Agriscience. Refsell serves on the North Central Weed Science and Weed Science Society of America Board of Directors and is a fellow in the North Central Weed Science Society. For her leadership, she has received the Presidential Sector Award from Sumitomo Chemical Company along with the CALS Outstanding Young Professional in 2017. She is known for her passion in advocating for women in agriculture and STEM, volunteering and fundraising for Honor Flight Network, and for promoting diversity and inclusion in the workplace. Refsell and her husband, Doug, reside outside Runnells, Iowa, on a livestock farm raising beef cattle, chickens, along with three mini donkeys.
ISUAA Board Work: Awards Review and Selection and Diversity, Equity, and Inclusion (Chair) Committees; Alumni Giving, Constituent Engagement, and Internal Organization and Diversity & Inclusion Advisory Work Groups.
Term expires ’25
Psychology, B.S. 2004; Human Development and Family Studies, MS 2006; PhD 2009
Spouse: Andrew Schnurr (’03 finance) Life Members
Email: schnurrm5@gmail.com
Current Hometown: Ankeny, Iowa
Original Hometown: Iowa Falls, Iowa
Melissa Schnurr is an early childhood consultant for the Iowa Department of Education, where she coordinates personnel development and conducts research concerning infants and toddlers with developmental delays or disabilities. She owns Empowered Pregnancy and Birth, where she is a birth doula and teaches prenatal and postpartum yoga. Schnurr has given talks to ISU students in human development and family studies about career opportunities and resources. She serves as an Early Childhood Iowa Professional Development Data Workgroup co-chair, co-facilitates a national community of practice for early intervention professionals, serves on the Division for Early Childhood of the Council for Exceptional Children (DEC) Service Coordination Committee, and is secretary for the Iowa Chapter of DEC. She is a member of the Central Iowa Doula Association and a founding member of the Iowa Birth Organization. Schnurr was a Destination Iowa State leader, a research and teaching assistant, a Preparing Future Faculty Fellow, and she won a Graduate Research Excellence Award. She has two daughters and enjoys taking them to ISU sporting events with her husband.
ISUAA Board Work: Diversity, Equity, and Inclusion and Strategic Plan Committees; Collaborative Partnerships Advisory Work Group; and Strategic Plan Task Force.
Term expires ’23 Agricultural Business / International Agriculture, B.S. 2004 Life Member Sustaining Donor
Email: marthasmith@alumni.iastate.edu
Current Hometown: St. Louis, Missouri
Original Hometown: Lexington, Virginia
Martha Smith is the head of industry affairs at Bayer Crop Science, where she leads the team that builds, develops, and maintains strategic relationships with key customer, grower and stakeholder organizations whose common interests help shape agricultural policy. She previously worked for Monsanto for 14 years in a variety of roles in sales management, government affairs, public affairs and supply chain management. At Iowa State, Smith was involved in Farm Operations Club, Agricultural Business Club, Block and Bridle, and other organizations. As an alumna, she has been active in ISU club programs in North Carolina, Colorado, and Missouri, and she is a member of the College of Agriculture and Life Sciences' Curtiss League. In 2018, she won the American Farm Bureau Young Farmer & Rancher National Discussion Meet Contest. She is currently a member of the 2022 class of the Greater Missouri Leadership Challenge.
ISUAA Board Work: Finance, Governance, and Membership (Chair) Committees; Alumni Giving Advisory Work Group (Leader); Strategic Plan Task Force; and Young Alumni Council Board Liaison.
Term expires ‘26
English & Speech Communication, BA 1980
Spouse: W. Brent Taylor (’79 agricultural business)
Life Members
Email: kdaviestaylor@gmail.com
Current Hometown: Ames, Iowa
Original Hometown: Bettendorf, Iowa
Kathy Davies Taylor is a retired vice president of corporate relations for Corn Belt Power Cooperative out of Humboldt, Iowa. During her career, she oversaw publications, media relations, member relations, marketing, advertising, brand building, company meetings, speech writing, energy efficiency programs, and government relations functions for electric cooperatives throughout northern Iowa. She served on the original board of directors that helped create the Touchstone Energy Cooperatives brand for more than 750 electric cooperatives nationwide. Taylor is an ordained elder of the First Presbyterian Church of Fort Dodge, a past chair of the $1.4 First Presbyterian Church of Fort Dodge Foundation, and volunteers for various roles in the regional arts community. During her time at Iowa State, she was active in VEISHEA Central Committee, numerous theatrical productions, and sorority leadership positions. Today, Taylor and her husband Brent (’79 agricultural business) travel regularly with the Traveling Cyclones program. All four of their children are Iowa State graduates: Daniel Taylor (DVM ‘10, ‘06 biology), David Taylor (’09 chemical engineering), Erin Taylor Handeland (‘11 kinesiology), and Anna Taylor (‘21 dietetics).
ISUAA Board Work: Strategic Plan Committee.
Term expires ‘26
Art & Design, BA 1996; Educational Leadership and Policy Studies, MS 1998
Life Member
Email: j_wingerter@hotmail.com
Current Hometown: Palm Springs, California
Original Hometown: Quincy, Illinois
Jeremy Wingerter is chief executive officer at United Way of Adams County in Quincy, Illinois. Wingerter spent over 25 years at institutions such as Iowa State, Northwestern University, and the University of Southern California working in alumni, friends, and student-facing roles. During his time as an ISU student, Wingerter served on Senior Class Council, as a Cyclone Aide, was a Parent and Family Weekend advisor, and member of Sigma Phi Epsilon fraternity. He has served the ISU Alumni of Chicago as a former treasurer. He is also a member of The Order of the Knoll. In Quincy, he is a member of the Rotary Club and Adams County Together COVID Task Force, among other volunteer duties. He is most proud of establishing student alumni organizations at both Northwestern University and the University of Southern California.
ISUAA Board Work: CEO Evaluation Committee
67
ISU President’s Designee
Political Science, B.A. 2005
Spouse: John Tillo (’06 political science)
Life Members
Email: smagill@iastate.edu
Current Hometown: Ames, Iowa
Original Hometown: Charter Oak, Iowa
Sophia Magill serves as director of federal relations in the Office of the President at Iowa State University. She advocates on behalf of Iowa State University’s federal priorities by promoting research, higher education, and science activities in an effort to increase federal support and expand awareness of the university in Washington, D.C. She is actively engaged in the higher education community, currently serving as chair of the Council on Government Affairs at the Association of Public and Land-Grant Universities (APLU) and on the Council on Federal Relations Steering Committee at the Association of American Universities (AAU). Before joining the Office of the President, she served at the U.S. Agency for International Development. Magill has professional experience in government, higher education, and the non-profit sector, specifically in the Office of Admissions at Iowa State University, the Iowa House of Representatives, Iowa's Office of the Governor, and the White House. As a student, Magill served as Student Government president. Magill holds a Master of Public Administration degree from the University of Illinois at Chicago. She was the 2005 recipient of the ISUAA's Impact Award, 2012 recipient of the James A. Hopson Volunteer Award, and was the inaugural chair of the Young Alumni Council. Magill met her husband at ISU, and they reside in Ames with their two children.
ISUAA Board Work: Distinguished Awards and Finance Committees; and Risk Management Liaison.
Alumni Relations Council
Representative
Term expires ‘26
Journalism & Mass Communication and Psychology, BS 2006
Spouse: Tyler Rutherford (’05 journalism and mass communication)
Annual Members
Email: brittyl@iastate.edu
Current Hometown: Ames, Iowa
Original Hometown: Alden, Iowa
Brittney Rutherford has been in the Ames community since graduating from Iowa State in 2006. Rutherford and her husband, Tyler, both work for Iowa State University and have two sons, Beckett and Hudson. Rutherford started her career in communications with the Department of Residence, where she developed a passion for the student experience. She eventually led the Campus Life unit, where she managed communications, marketing, branding, restaurant concept design, media relations, and many other facets of a $100 million arm of Iowa State. In 2021, Rutherford had the opportunity to gain experience on the academic side of Iowa State where she now serves as the communications director for the College of Human Sciences.
ISUAA Board Work: Strategic Plan Committee.
Non-alumni Representative
Term expires ’24
Spouse: Lesa Lewis Life Members
Email: homeboy@netins.net
Current Hometown: Bondurant, Iowa
Hometown: Newton, Iowa
Brad Lewis is the CEO and owner of Home Boy Enterprises, LTD, a commercial flatwork and paving company. Brad and his wife, Lesa, also own and manages SALACL, a real estate investment and holdings company, as well as several other businesses. He is a director of the Bondurant Education Foundation, helps coach varsity football, and is the head varsity rugby coach at Bondurant-Farrar High School. He has worked on various committees within the Bondurant School District and helped found the “Party Of Blue Jays.” Lewis has been president, finance chair, and headed several other committees at Palestine Lutheran Church in Huxley. Lewis attended Iowa State in 1989 and from 1993 to 1995; he also attended Michigan State University from 1990 to 1992 and received a coaching authorization from Kirkwood Community College. At Iowa State, he has been a financial supporter of the ISU Alumni Association, ISU Athletics, and has been a volunteer and donor to the Cardinal and Gold Gala. He is a member of the Order of the Knoll Campanile Society. Lewis and Lesa have 3 children, Aiden, Sienna and Aubrey. Aiden is a sophomore attending ISU majoring in civil engineering and plays for the ISU rugby team. Sienna is a freshman at Bondurant and loves art, track and rugby. Aubrey is in sixth grade at Bondurant and loves gymnastics, piano, crafts, and her cat, Sugar.
ISUAA Board Work: Finance and Officers Nominating (Chair) Committees; Collaborative Partnerships and Internal Organization and Diversity & Inclusion (Leader) Advisory Work Groups.
Term expires ‘23 Junior in Agriculture Studies Student Life Member
Email: forsythb@iastate.edu
Current Hometown: Ames, Iowa
Original Hometown: Charles City, Iowa
Bronson is currently in his junior year at Iowa State where he is majoring in Agricultural Studies and minoring in Agronomy. Bronson is currently serving as the 2022-2023 President of the Student Alumni Leadership Council. He has been involved with SALC since the spring of his freshman year where he was a member of Homecoming Central’s CySquad. Bronson spent his time as a CySquad member training referees, revising rules, and facilitating tournament protocols in Cardinal Tournaments. He went on to be a Co-Chair for SALC Ambassadors and in the same year filled a position to be Cyclone Alley’s Public Relations Chair. Bronson has served in multiple roles in Alpha Gamma Rho Fraternity such as, Scholarship Team Leader, Interfraternity Council Delegate, and currently leads a bible study. He has also been involved in multiple College of Agriculture and Life Sciences clubs as well as the Fraternal Values Society. Bronson has a huge passion for agriculture and leadership where he has served as the 2020-2021 Iowa FFA North Central State Vice President, held roles in sales internships with AgriGold Seeds and Corteva Agrisciences, and continues to dive deeper in his passions in hopes to work in a full-time sales role upon graduation.
ISUAA Board Work: Governance Committee
The Board chair is the senior volunteer leader of the Association who presides at all meetings of the members, the Board of Directors, the Executive Committee, and other meetings as required. The Board chair shall have general charge of and control over the affairs of the Corporation, subject to the direction and control of the Board of Directors, and shall perform other duties as prescribed by the Board of Directors or the Association bylaws. The Board chair oversees implementation of all policies and ensures that appropriate administrative systems are established and maintained.
The Board chair is elected by the Board of Directors, reports to the Board, and serves a one-year term.
• Works with the Talbot Endowed ISUAA President and CEO, Board officers, and committee chairs to develop the agendas for Board meetings, and presides at these meetings.
• Appoints Board directors and associates to key leadership positions, including positions as chair and/or members of Board committees and task forces/advisory work groups and as liaisons.
• Serves as an official representative and spokesperson of the Board.
• Chairs the Executive Committee, and may serve on all other Board committees/task forces /advisory work groups as an ex-officio member.
• Provides a report at each Board meeting regarding all Board-related activities the chair has performed since the previous Board meeting.
• Ensures the execution of the Talbot Endowed ISUAA President and CEO’s evaluation in accordance with the Board-approved plan.
• Performs any other duties that are necessary for the successful execution of the mission of the Iowa State University Alumni Association.
• Serves as immediate past chair upon completion of term as chair.
Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004. Amended on Feb. 16, 2007 and May 21, 2010.
The Board’s chair-elect shall perform and discharge the duties of the chair in the case of the absence, death, or disability of the chair; shall act as chair-elect of the corporation; shall serve as chair of the Governance Committee; and shall perform such other duties as prescribed by the chair, the Board of Directors, or the Association bylaws.
The Board’s chair-elect is elected by the Board of Directors, reports to the Board, and serves a one-year term.
• Prepares to assume the office of the Board chair.
• Serves as chair of the Governance Committee.
• Fills the office of Board chair should that office become vacant.
• Assists the Board chair in the execution of his/her duties.
• Serves on the Executive Committee and CEO Evaluation Committee and other committees as appropriate.
• Performs any other duties as assigned by the Board chair. Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004. Amended on Feb.16, 2007, May 29, 2009, and May 21, 2010.
The Board, at its discretion, and in consultation with the president of Iowa State University, may hire a chief executive as a member of its staff. The chief executive shall be an ex-officio/non-voting member and officer of the Board, the Board’s Executive Committee, and other committees of the Board. The executive, as an employee of the ISUAA, shall provide full-time effort to the faithful performance of the Talbot Endowed ISUAA President and CEO; shall plan, implement, and direct all ISUAA programs, including working collaboratively with the Board of Directors to assure effective governance and meetings of the ISUAA, actively engaging alumni, students, and friends in support of the ISUAA and the university, producing periodicals and other informational materials of interest to alumni, students, and friends of the university, acting as the conduit and representative of alumni interests, assisting in
fundraising efforts, supporting student engagement with the university and the ISUAA, and management of the ISU Alumni Center; shall serve as the ISUAA representative to the ISU Foundation and participate in university and ISU Foundation activities; shall serve as the ISUAA’s official representative at ISU events throughout the year; shall work directly with the ISU president and leadership of Iowa State University to coordinate ISUAA activities with the university and ISU Foundation to achieve mutual benefit, ensuring that ISUAA activities are in harmony with ISU strategic objectives; shall oversee and supervise the staff of the ISUAA; shall oversee and responsibly manage the assets, financial and otherwise, of the ISUAA; and shall assure compliance with the Affiliation Agreement between ISUAA and Iowa State University as well as ISUAA and the ISU Foundation. The performance of the executive will be reviewed annually by the Association’s Board of Directors and ISUAA staff with input from the ISU president, as well as input from the ISUAA staff at the Board ’s direction. The chief executive shall perform such other duties as may be assigned by the chair or the Board.
Reports to: Iowa State University Alumni Association Board of Directors in consultation with the president of Iowa State University.
Classification: Exempt.
Position summary:
The chief executive is responsible for the overall administration and management of the Association, including service programs, operations, and fundraising. Areas of responsibility include: planning and evaluation, policy development and administration, personnel and fiscal management, and public relations. This is a full-time position, hired by and directly accountable to the Board, in consultation with the university president through its elected Board chair.
Management and administration
• Oversees the Association’s day-to-day affairs.
• Develops and facilitates an active planning process and coordinates the various Association programs.
• Develops organizational goals and objectives consistent with Association mission and vision.
• Develops and administers operational policies.
• Oversees all programs, services, and activities to ensure that program objectives are met.
• Oversees the Association’s financial development.
• Ensures compliance with funding sources and regulatory requirements.
• Provides information for evaluation of the organization’s activities.
• Supervises production of Association publications.
• Maintains and preserves Association records.
• Approves all contracts into which the Association enters.
• Performs any other duties as prescribed by the chair, the Board of Directors, the bylaws of the Association, and/or the university president.
• Develops, recommends, and monitors the Association’s annual and other budgets.
• Procures, manages, and accounts for the Association’s funds (except to the extent such duties are assigned to the treasurer).
• Collects, preserves, and disburses the Association’s dues and other funds.
• Approves expenditures in accordance with Boardapproved expenditure policies.
• Provides for proper fiscal record keeping and reporting.
• Ensures documentation exists for effective audits to be performed.
• Submits quarterly financial statements to the Board.
• Maintains and supervises the Association’s staff.
• Administers Board-approved personnel policies.
• Ensures proper (legal) hiring and termination procedures.
• Provides for adequate evaluation of all staff and volunteers.
• Oversees any and all disciplinary actions.
• Assists the Board chair in planning the agenda and materials for Board meetings and retreats.
• Initiates and assists in developing policy recommendations and in setting priorities.
• Facilitates the orientation of new Board directors.
• Works with the Board to raise funds for the Association.
• Staffs Board committees as appropriate.
• Serves as chief liaison for the Association with the university and other groups.
• Ensures the Association’s employees appropriately represent the Association.
• Coordinates representation of the university to legislative bodies and other groups.
Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004. Amended on May 29, 2009 and May 21, 2010.
The immediate past chair, in consultation with the current officers, is responsible for providing a sense of continuity to the work of the Board.
The immediate past chair serves a one-year term on the Association’s Board of Directors.
• Serves as chair of the CEO Evaluation Committee.
• Serves on the Executive Committee and executes all functions as outlined in the Executive Committee job description.
• Serves on the Officers Nominating Committee.
• Performs duties as assigned by the Board chair.
Adopted by the ISU Alumni Association Board of Directors on May 22, 2004. Amended on Feb. 16, 2007,May 29, 2009, and May 21, 2010.
The treasurer is responsible for consulting with the vice chair of finance regarding any and all matters relating to the funds and finances of the Association.
The treasurer, generally a finance official of the university, is elected by and serves a one-year, renewable, voting, ex-officio term on the Association’s Board of Directors.
• Works with the Board of Directors to ensure that all financial decisions made by the Board are not in conflict with any policies or contracts held by the university.
• Serves on the Executive Committee and the Finance Committee and executes all functions as outlined in the Executive Committee and Finance Committee job descriptions.
• Performs other duties as assigned by the Board chair.
Adopted by the ISU Alumni Association Board of Directors on May 22, 2004.
The vice chair of records is responsible for making and preserving a record of all proceedings of the meetings of the members of the ISUAA Board of Directors.
The vice chair of records is elected by the Board of Directors, reports to the Board, and serves a one-year term.
• Conducts roll call at all meetings of the Board as part of the meeting records.
• Reviews and validates the records of all proceedings of the Board of Directors.
• Serves on the Executive Committee and executes all functions as outlined in the Executive Committee job description.
• Informs Board chair if a Board director is removed due to lack of attendance
• Performs any other duties as assigned by the Board chair, the Board of Directors, or the bylaws of the Association.
Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004. Amended on Feb. 16, 2006.
The vice chair of finance is responsible for direction of the Board’s oversight of the financial activities and is elected by the Board of Directors, reports to the Board, and serves a one-year term.
Responsibilities:
• Serves as chair of the Finance Committee and as a member of the Executive Committee.
• Manages, with the Finance Committee, the oversight of Association financial activities.
• Serves as the liaison among the Talbot Endowed ISUAA President and CEO, vice president of finance, and the Finance Committee.
• Oversees the financial aspects of Board decisions.
• As required, assists the Talbot Endowed ISUAA President and CEO and the vice president of finance in preparing the annual and long-term budgets.
• Serves as the Board contact person during the annual independent audit.
• Presents financial information to the Board during its regular meetings.
• Answers Board directors’ questions about the financial statement of the Association.
• As required, assists other Board directors and committee chairs with appropriate financial matters.
• Participates in the selection of the vice president of finance of the Association
• Assists the Talbot Endowed ISUAA President and CEO and vice president of finance in the development of relevant and meaningful financial reporting tools to aid them in the day-to-day management of Association activities.
• Performs other such duties as prescribed by the chair, the Board of Directors, or the bylaws of the Association.
Adopted by the ISU Alumni Association Board of Directors on May 22, 2004. Amended on May 29, 2009.
The role of the Iowa State University Alumni Association Board of Directors is to establish policies consistent with the Association’s Constitution and bylaws, regarding the finances, property, management, and activities of the Association for the purpose of engaging constituents in the further advancement of Iowa State University and the Alumni Association. Policy formulation is generally based upon information and recommendations provided by the Talbot Endowed ISUAA President and CEO, Board of Directors, staff, and members, as well as from other alumni, ISU administrators, students, faculty and staff, university constituents, friends, and professional colleagues, and by studying trends or conducting market research.
The ultimate role of the Board is to assist the Association staff and volunteers in carrying out the mission and strategic plan of the Association in concert with the strategic goals of the university and other affiliated organizations, which include learning, scholarship, and engagement.
• Approves the organization’s mission and reviews management’s performance in achieving it.
• Assesses the ever-changing environment and approves the organization’s funding plans, budgets, and expenditures on an annual basis.
• Reviews frequently and approves all major policies that guide and protect the Alumni Association’s Board and staff on matters of legal and financial importance.
• Votes according to one’s individual conviction and challenges the judgment of others when necessary, yet remains willing to support the decision of the Board and works with fellow Board directors in a spirit of cooperation. Recognizes that the Board chair alone speaks for the Board.
• Works to increase the visibility and vitality of Iowa State University and the Alumni Association.
• Assists with the solicitation of Alumni Association memberships, donations, sponsorships, and other funds.
• Provides input to the campus, when necessary, regarding programs, policies, and actions that appear to jeopardize the quality of an Iowa State degree or the university’s and/ or the Association’s reputation and/or future.
• Refrains overall from actions and involvement that might prove embarrassing to the Association or Iowa State University.
• Elects, monitors, appraises, advises, stimulates, supports, rewards, and, if deemed necessary or desirable, works with the president of Iowa State University to change top management. Regularly discusses with the Talbot Endowed ISUAA President and CEO matters that are of concern to that person, the Board, or the president of Iowa State University.
• Annually approves the performance review of the Talbot Endowed ISUAA President and CEO and establishes compensation and benefits policies and practices based on recommendations of the CEO Evaluation Committee, the Executive Committee, and/or the president of Iowa State University.
• Assures that a management succession plan is properly planned.
• Assures that the organizational strength and employee base can substantiate long-range goals.
• Proposes a slate of prospective Board directors to current members and fills vacancies as needed.
• Reviews annually the performance of the Board (including its composition, organization, and responsibilities) and takes steps to improve its performance.
• Familiarizes oneself with and commits to the major responsibilities of a governing not-for-profit board.
• Compares the organization’s performance to that of similar organizations.
• Ensures that the financial structure of the organization will adequately support the current needs and long-range strategy.
• Provides constructive criticism, advice, and comments on any and all aspects of the organization’s operation.
• Provides input into the strategic planning and market research initiatives of the organization.
• Adheres to the Board’s Attendance Policy.
• Serves on the organization’s committees.
• Assists staff at selected alumni activities, on/off campus.
• Recommends candidates for the receipt of awards and/ or service on the Association or university/auxiliary committees, boards, or councils.
• Approves all major actions of the organization, such as capital expenditures over the authorized limits and major changes in programs and services.
• Maintains the confidential nature of Board deliberations and avoids acting as spokesperson for the entire Board unless specifically authorized to do so.
• Completes self and Board assessment forms as well as a committee monitoring form annually.
• Ensures that the Board and its committees are adequately informed of the financial condition of the organization and its operation through reports or any other appropriate method.
• Ensures that published reports properly reflect the operating results and financial condition of the organization.
• Ensures that management has established appropriate policies to define and identify conflicts of interest throughout the organization and is diligent in its administration and enforcement of those policies.
• Approves the findings of the annual independent audit.
• Reviews compliance with relevant material laws affecting the organization and its programs and services.
Adopted by the ISU Alumni Association Board of Directors on May 22, 2004.
Abby Croll, Chair
Jenny Smith, Chair-elect
Wendy Moran, Immediate Past Chair
Cindy Adams
Ted Oberlander
Amy Crabbs* Debra Carroll
Tim Quick, Chair
Allison Flinn
Marc Mores
Cathy Schmidt
Jeremy Wingerter Tom Elston*
Dawn Refsell, Chair
Taylor Davis
Marvin DeJear
Trey Hemmingsen
Melissa Schnurr
Lainey Crawford Tom Elston* Melea Licht
Chelsea Trowbridge
Marc Mores, Chair
Scott Bauer
Chad Harris
Tim Quick
Cathy Schmidt
Bonnie Whalen
Amy Crabbs
Shannon Foote
Jeff Johnson* Heidi Long
Scott Bauer, Chair
Brad Lewis
Sophia Magill
Darius Potts
Bonnie Whalen
Abby Croll
Amy Crabbs* Debra Carroll Shannon Foote
Cathy Schmidt, Chair Dan Bumblauskas
Taylor Davis Bronson Forsyth
Amanda Matchett Martha Smith Meg Schon Charles Stewart Jeff Johnson* Heidi Long
OFFICERS NOMINATING
Brad Lewis, Chair Kelli Cameron
Marc Mores
Tim Quick
Marvin DeJear Jeff Johnson* Heidi Long
Chad Harris, Chair Dan Bumblauskas
Gayle Farrell Brittney Rutherford Melissa Schnurr Kathy Taylor Shannon Foote* Jeff Johnson Kate Tindall
AWARDS REVIEW & SELECTION
Kelli Cameron, Chair
Amanda Matchett, Chair-elect Jeremy Davis
Andrea Fellows
Dawn Refsell
Julie Jacobi Carole Custer Katie Lickteig
MEMBERSHIP
Martha Smith, Chair
Allison Flinn Carl Kirpes Darius Potts
Emily Beck* Shannon Foote
TASK FORCE
CURRENT/FORMER BOARD/ASSOCIATES ENGAGEMENT
Trey Hemmingsen, Chair Kelli Cameron
Becky Barclay Eric Burrough Craig Foss Shellie Andersen*
LIAISON RISK MANAGEMENT
Sophia Magill
Amy Crabbs*
*Denotes lead ISUAA staff contact.
The committee chair is responsible for directing the activities and primary responsibilities of the committee, providing proper information to the committee members, and overseeing the committee’s operation. The committee chair is to report the committee's activities to the Board through the Association’s Executive Committee.
Responsibilities:
• Attends all committee meetings.
• Calls and presides over meetings of the committee.
• Works with appropriate staff liaison(s) to set agenda for committee meetings.
• Reports the committee’s activities directly to the Board and all recommendations through the Executive Committee.
• Invites appropriate individuals to address the committee in its efforts to formulate knowledge while working to make informed decisions/recommendations.
• Delegates responsibilities to other committee members and encourages their full participation.
• Assists in the evaluation of the committee’s work and charges in concert with the Alumni Association's strategic plan.
• Performs any other duties as assigned by the Board chair.
An Iowa State University Alumni Board of Directors’ task force is appointed by the Board chair to study or oversee broad in-depth matters which might lead to an assignment or the formation of a future committee or Board policy. Task forces, like committees, also have the right to bring to the Executive Committee recommendations for Board action. The membership, charge, makeup, and term of service of a task force is left to the discretion of the Board chair, with input from the task force chair and the ISUAA chief executive.
An Iowa State University Alumni Association Board of Directors’ liaison is appointed by the Board chair to serve as a representative of the Board to strategic alliances and/
or strategic initiatives that have a potential to critically, positively or negatively, impact the excellence or reputation of the Iowa State University Alumni Association, the Board, or the university. Each liaison must be a current director and will serve a minimum term of one (1) year.
Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004. Amended on May 9, 2008 and May 20, 2015.
The Board director assigned to this role is generally the ISU president’s designee to the ISUAA Board of Directors. This individual works with the ISUAA vice president of finance to annual review the Alumni Association’s risk management procedures and risk review reports provided by staff. Following these reviews, the liaison is responsible for making a written status report to the Board each May and responding to any Board questions or concerns related to risk matters at the Board’s spring meeting.
Staff liaison to Board committees, task forces, advisory work groups, and liaison appointments
Due to the programs that ISUAA staff members oversee or by virtue of their job within the ISUAA, a number of ISUAA staff members are assigned liaison roles to Boardlevel committees, task forces/advisory work groups, and liaisons. In this role, ISUAA staff are responsible for working with Board committee and task force/advisory work group chairs, as well as Board liaisons, to carry out the work of that committee, task force, advisory work group, or liaison. This could include, but is not limited to, establishing meeting times, agendas, locations, and work appointments. Staff liaisons are also responsible for assisting these individuals with their mailings, reports, etc., to ensure smooth transactions of work and reporting occurs before, during, and after meetings.
Adopted by the ISU Alumni Association Board of Directors on Aug. 8, 2012.
The Board of Directors of the Iowa State University Alumni Association utilizes committees, task forces, advisory work groups, and liaison appointments to carry out its policy and fiduciary roles. These groups/individuals are chosen by the current Board chair with input from the Talbot Endowed ISUAA president and CEO, who may also solicit input from other ISUAA staff members. To ensure the right balance of expertise and staff support, as well as to engage a greater number of individuals in the life, work, and aspirations of Iowa State and the ISUAA, the ISUAA Board chair, from time to time, may appoint non-ISUAA Board directors, referred to as Board associates, to these aforementioned groups. Board associates can serve one four-year term or the duration of the assigned task(s). They also are asked to attend the August Board retreat and participate in regular meetings related to their committees, task forces, advisory work groups, or liaison appointments. Board associates’ terminations or resignations are handled in the same manner as an ISUAA Board of Directors member. The ultimate role of a Board associate is to assist the ISUAA Board and staff in carrying out the mission of the Association in concert with the strategic goals of the university and other affiliated organizations.
2022-2023
Cindy Adams
Term expires ‘24 Retired, Iowa Society of CPAs Spouse: Alan Adams Annual Member
Becky Barclay
Fashion Merchandising, B.S. 1985
Term expires ‘23 Spouse: David Barclay Life Member
Audit Committee Squidcsa@icloud.com
Current/Former Board/Associates Engagement Task Forcee barclayiowa@gmail.com
Eric Burrough
Veterinary Pathology, Ph.D. 2011; DVM ‘97
Term expires ‘23 Iowa State University Spouse: Brenda Burrough Life Members
Abby Croll
Current/Former Board/Associates Engagement Task Forcee burrough@iastate.edu
Accounting and Finance, B.S. 2002
Term expires ’24 Eide Bailly Spouse: Michael Croll Life Member
Awards Review and Selection Committee cacuste@iastate.edu
Audit Committee acroll@eidebailly.com Carole Custer Journalism (Science), B.S. 1971 University representative University Marketing Spouse: Roger Custer (’69 ag bus) Life Members
Craig Foss Industrial Engineering, B.S. 1971
Term expires ‘23 Foss, Kuiken, Cochran & Helling, P.C. Spouse: Barb Foss (’71 B.S. elem educ) Life Members
Current/Former Board/Associates Engagement Task Force crfoss49@gmail.com
Agricultural Business, B.S. 1988
Term expires ‘26
Spouse: Jay Jacobi (’89 ag bus)
Life Members
Wendy Moran
Accounting, B.S. 2002c, M.A. 2003
Term expires ’23 McGowen, Hurst, Clark, & Smith, P.C
Annual Member
Ted Oberlander
Ind. Admin/Accounting, B.S. 1977
Term expires ’23
Spouse: Al Oberlander (’75 B.A. Architecture; ’78 M.A. Architecture)
Life Members
Meg Schon
Child, Adult, and Family Srv, B.S. 1998
Term expires ’23
Spouse: Ryan Schon (Agronomy, B.S. ’95) Life Members
Sustaining Donors
Jenny Smith
Accounting, B.S. ’05
Term expires ’25
McGowen, Hurst, Clark & Smith
Spouse: Joey Smith (Finance, B.S. ’05)
Charles Stewart, Jr
Agricultural Biochemistry, B.S. 2000
Term expires ’23
Iowa State University Spouse: Ashley Stewart Annual Member
Awards Review and Selection Committee jacobijulie88@gmail.com
Audit and Finance Committees WMoran@MHCScpa.com
Overview: The ISU Alumni Association Board of Directors supports normal operating procedures of the ISUAA without the encumbrance of Board approval. The intent of the items below is to have guidelines as to what should be approved as new items develop. The Governance Committee will have oversight for these guidelines and update with examples as they occur.
Examples of Board approvals:
• Disbursement Policy
• Legal agreements (OLLI becomes program of ISUAA)
• Affinity guidelines
• New program guidelines (need to develop?)
Audit Committee obboji@gmail.com
Examples of notifications:
• Alumni Center approved vendors
• New programs, clubs, Special Interest Societies, etc.
• Specific Affinity programs
• Staff reorganization (if it doesn’t impact budget)
• Risk management updates
Governance Committee meg@schonfamily.com
Examples of Board approvals:
• Changes to approved budget
• Alumni Association membership dues (bylaws change)
Examples of notifications:
• Program fees (OLLI Membership dues and class fees, event registrations, etc.)
Audit Committee jlsmith@mhcscpa.com
• Non-budget project changes when they do not create an impact to the “net” budget
Examples of Board approvals:
• Controversial issues
• Major new programs, such as Wall of Alumni & Friends
Governance Committee cstewart@iastate.edu
Adopted by the ISU Alumni Association Board of Directors on Jan. 11, 2010.
Prior to July 30
A. Executive assistant to the Talbot Endowed ISUAA president and CEO distributes ISUAA Board committee checklist to staff liaisons to initiate committee plan
B. Staff liaison contacts committee chair to work on committee plan and plan retreat meeting
At the August Retreat
Committee chair covers the following items in the meeting:
• Introductions
• Acknowledge any members of the group not present
• Identify roles and responsibilities for committee, committee chair, and staff liaison
• Review Process for Board Approval of Proposals and Guidelines for Board Approval of Proposals
• Review objectives of committee
• Review ongoing responsibilities of committee
• Review fiscal year goals of committee including carry-forward items, where feasible
• Identify timeframe, where feasible
• Make assignments, where feasible
• Establish meeting schedules
Mid-point (prior to Feb. meeting)
Prior to April 1
Committee chair does an informal committee process check:
• Are we on track with our committee plan?
• What things could we do to improve the performance of this committee?
Committee reviews the following for potential changes:
• Objectives of committee*
• Ongoing responsibilities of committee
• Carry-forward items of committee
• Timeframes, where feasible
*Any recommended changes to operational committee objectives and/or responsibilities must be sent to the Governance Committee as a proposal
During April or before, if needed during the year
*Operational Committees follow these steps.
A. Governance Committee reviews proposal for operational committee changes and sends to Executive Committee
B. Executive Committee reviews proposal for operational committee changes and sends to Board of Directors
C. In the event the timing of the Governance Committee meetings do not reasonably align with the necessary timeframe for review, or if the operational committee proposal has time-sensitive implications, the proposal can be presented directly to the Executive Committee for consideration.
May Board Meeting or before, if needed during the year
A. Board of Directors considers proposal
B. Executive assistant to the Talbot Endowed ISUAA President and CEO coordinates with staff to ensure all approved changes are properly updated in the Board Handbook
Adopted by ISU Alumni Association Board of Directors May 15, 2020.
Abby Croll, Chair
Jenny Smith, Chair-elect Wendy Moran, Past Chair Cindy Adams, Board Associate Ted Oberlander, Board Associate Amy Crabbs, Lead Staff Liaison Debra Carroll, Staff Assistant
Objective:
To review the fiduciary actions of the Association to ensure that appropriate accounting policies and internal controls are established and followed. The committee is also responsible for ensuring that the Association issues financial statements and reports on time and in accordance with its regulatory obligations. Furthermore, the committee serves as the link between the Association and its independent, outside auditor.
The Audit Committee, shall, at its sole discretion, have the authority to review any of the operations of the Association, its Board, or any of the Board committees. The members of the committee are independent of management and cannot be currently serving on the Executive Committee. The committee reports directly to the Board as a whole.
Responsibilities:
Pre-audit
• Recommends the appointment (or reappointment) of the independent audit firm directly to the Board of Directors. (RA)
• Reviews and approves the scope and approach of the audit as proposed by the independent auditor. (RA)
• Reviews the independent auditor’s fee arrangements. (RA)
• Reviews, with the Association’s counsel, any legal matters, including the chief executive’s compensation and benefits, to ensure that no irregularities exist. (I)
Audit
• Institutes special investigations, if necessary, and, if appropriate, request funding from the ISUAA Board of Directors to hire special counsel or outside experts to assist. (RA)
• Reviews management letters, including management
responses and any plans to address recommendations made by the external auditors. (RA)
• Reviews and approves the results of the audit with the external auditors. (RA)
Post-Audit
• Answers Board directors’ questions about the annual independent audit. (SR)
• Conducts a post-audit review of the financial statements and audit findings, including any significant recommendations made by the independent auditor in conjunction with its audit. (RA)
• Reviews the performance of the independent auditor. (I)
Other
• Monitors compliance with the Association’s code of ethics and conflict-of-interest and nepotism policies. (RA)
• Reviews the findings of any examinations by regulatory or tax agencies. (I)
• Provides oversight of the internal control structure of the Association, and periodically reviews the adequacy of the control structures with the external auditors. (SR)
• Monitors compliance with federal, state, and other regulatory reporting requirements. Reviews accounting changes or regulations proposed or adopted by regulatory bodies or by Association management. (SR)
• Reviews tax policy changes from the Internal Revenue Service and proposed changes to Association programs or activities with respect to their potential impact on the Association’s tax-exempt status or the Association’s definition of tax-exempt activities, respectively, under IRC 501(c)(3). (SR)
Committee Action Key:
I: Committee will INFORM board of action taken
RA: Committee will RECOMMEND ACTION to board
SR: Committee provides a SUMMARY REPORT to board
Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004.
The Iowa State University Alumni Association Audit Committee (hereinafter “Audit Committee”) is appointed by the Iowa State University Alumni Association Board of Directors (hereinafter “Board”) to oversee the accounting and financial reporting processes of the Iowa State University Alumni Association (hereinafter “ISUAA”) and audits of the financial statements of the ISUAA. The Audit Committee shall assist the Board in monitoring (1) the integrity of the financial statements of the ISUAA, (2) the compliance by the ISUAA with legal and regulatory requirements as they apply to financial reporting matters, and (3) the independent auditor’s qualifications, performance, and independence.
The Audit Committee shall have and may exercise all the powers of the Board with respect to the specific authority delegated to the Audit Committee in this Charter or hereafter specifically delegated to the Audit Committee by the Board, except as may be prohibited by law.
The independent auditors of the ISUAA are ultimately accountable to the Audit Committee. The Audit Committee is directly responsible for the appointment, compensation, retention, and oversight of the work of the independent auditor, including resolution of disagreements between management and the independent auditor. In fulfilling that responsibility, the Audit Committee has the authority and responsibility to select, evaluate, and, where appropriate, replace the independent auditors. The Audit Committee shall recommend to the Board of Directors for approval all audit engagement fees and terms. The Audit Committee shall have the authority to engage in all other significant nonaudit engagements of the ISUAA’s independent auditor. The Audit Committee also has the responsibility for evaluating and determining that the audit engagement team has the competence necessary to conduct the audit engagement in accordance with Generally Accepted Auditing Standards (“GAAS”).
The members of the Audit Committee shall be appointed by the Board on the recommendation of the Governance Committee.
• Audit Committee members may be removed by the Board.
• The Audit Committee shall consist of a minimum of five (5) members and no more than seven (7) Board Associate members appointed for one (1) staggered four-year term by the Board.
• The Audit Committee membership shall consist of at least one (1) but no more than two (2) joint members with the Finance Committee.
• Board directors serving on the Audit Committee will be appointed for one-year terms, and may serve more than one term.
The Board of Directors shall approve a chairperson and vice chair of the Audit Committee.
• Officers will be Board Associates. If a Board Associate is elected to an officer position in the final years(s) of their term, their term will be extended to fulfill the officer position(s).
• The Chair of the Audit Committee will remain on the committee for one-year after their term as Chair ends.
It is the responsibility of the chairperson of the Audit Committee to schedule meetings and provide the Audit Committee with a written agenda for all meetings. If the chairperson position becomes vacant, it is expected that the vice chair will become the chairperson. Until such a vacancy occurs the vice chair will assist the chairperson in the execution of his/her duties, serve as the chairperson if he/she is unable, and perform duties assigned by the chairperson.
All committee members must have the ability to read and understand a set of financial statements with comparable breadth and complexity of accounting issues.
A majority of the Audit Committee members shall constitute a quorum for the transaction of business.
No Audit Committee member may accept any consulting, advisory or other compensatory fee from the ISUAA.
The Audit Committee shall: Financial statement and disclosure matters
1. Review the annual audited financial statements with senior financial management, the ISUAA Lora and Russ Talbot Endowed ISUAA President and CEO, and other employees deemed necessary by the Audit Committee
and the independent auditor, including major issues regarding accounting and auditing principles, practices, and judgments, as well as the adequacy and effectiveness of accounting and financial internal controls that could significantly affect the ISUAA’s financial statements.
2. Review an analysis prepared by management and the independent auditor of significant financial reporting issues and judgments made in connection with the preparation of the ISUAA’s financial statements.
3. Review major changes to the ISUAA’s auditing and accounting principles and practices as suggested by the independent auditor, Iowa State University internal auditors, or ISUAA management.
4. Discuss with the independent auditor any material changes to the ISUAA’s accounting principles and any matters required to be communicated by the independent auditor relating to the conduct of the audit including the independent auditor’s judgments about the quality of the ISUAA’s accounting principles and estimates.
5. Review annual federal and state tax returns, supplemental schedules, and forms.
6. Review such other matters with the independent auditor as considered necessary.
Oversight of the ISUAA’s relationship with the independent auditor
1. Retain, evaluate on an annual basis, and, if necessary, replace the independent auditor with the approval of the Board.
2. Approve all services, including non-audit engagements, to be provided by the independent auditor prior to the engagement with the approval of the Board. The Audit Committee may delegate the authority to pre-approve non-audit services to one or more members of the Audit Committee in an amount not to exceed $5,000, but any such approval shall be reported to the Audit Committee at or prior to its next regularly scheduled meeting.
3. Be responsible for determining the compensation paid to the independent auditor for both audit and non-audit related services with the approval of the Board.
4. Review the independence of the independent auditors, giving consideration to the range of audit and non-audit
services performed by them. In this connection, the Audit Committee is responsible for ensuring the independent auditors furnish at least annually a formal written statement delineating all relationships with the ISUAA.
5. Review and evaluate the lead partner of the independent auditor team.
6. Obtain and review a report by the independent auditor, at least annually, describing the firm’s internal qualitycontrol procedures; any material issues raised by the most recent internal quality-control review, or peer review of the firm or by any inquiry or investigation by governmental or professional authorities within the preceding five (5) years respecting one or more independent audits carried out by the firm and any steps taken to deal with any such issues and all relationships between the independent auditor and the ISUAA; and report conclusions to the Board.
7. Meet with the independent auditor prior to the annual audit to review and approve the planning, scope, adequacy, and staffing of the annual audit.
8. Review with the independent auditor any problems or difficulties the auditor may have encountered and any management letter provided by the auditor and the ISUAA’s response to that letter. Such review should include:
a. Any difficulties encountered in the course of the audit work, including any restrictions on the scope of activities or access to required information.
b. The level of satisfaction by the independent auditor that it has had timely access to all relevant data and information.
c. Any changes required in the planned scope of the external audit.
1. Review with the ISUAA’s General Counsel legal matters that may have a material impact on the financial statements, the ISUAA’s compliance policies and any material reports or inquiries received from regulators or governmental agencies.
2. Establish procedures for the receipt, retention, and treatment of complaints received by the ISUAA regarding
accounting, internal accounting controls or auditing matters, and the confidential, anonymous submission by employees of concerns regarding questionable accounting or auditing matters.
3. Review and reassess the adequacy of this Charter annually and recommend any proposed changes to the Board for approval.
4. Perform a self-evaluation of the Audit Committee’s performance on an annual basis.
5. Adopt an orientation program for new Audit Committee members. All Audit Committee members are encouraged to attend educational programs to enhance their Audit Committee membership.
6. Make regular reports to the Board.
While the Audit Committee has the responsibilities and powers set forth in this Charter, it is not the duty of the Audit Committee to plan or conduct audits or to determine that the ISUAA’s financial statements are complete and accurate and are in accordance with generally accepted accounting principles and the applicable rules and regulations. These are the responsibilities of management and the independent auditor. It is also not the duty of the Audit Committee to conduct investigations, or to assure
compliance with laws and regulations and the ISUAA’s Code of Ethical Conduct.
The Audit Committee shall have the authority to engage outside advisors, including legal, accounting, or other consultants to advise the Audit Committee or as it determines necessary to carry out its duties. The Audit Committee may request any officer or employee of the ISUAA or the ISUAA’s outside counsel or independent auditor to attend a meeting of the Audit Committee or to meet with any members of, or consultants to, the Audit Committee.
The Audit Committee will meet as often as the members shall determine to be necessary or appropriate but at least four (4) times during each year. In addition, the Audit Committee will make itself available to the independent auditors of the ISUAA as requested. Reports of meetings of the Audit Committee shall be made to the Board at its next regularly scheduled meeting following the Audit Committee meeting, accompanied by any recommendations to the Board approved by the Audit Committee.
Adopted by the ISU Alumni Association Board of Directors on Feb. 26, 2010. Amended on May 18, 2012, May 31, 2013, Feb. 28, 2015, Feb. 15, 2018, May 17, 2019, and May 21, 2021.
Tim Quick, Chair, Board Immediate Past Chair
Marc Mores, Board Chair
Cathy Schmidt, Board Chair-elect
Allison Flinn, Board Director
Jeremy Wingerter, Board Director
Tom Elston, Lead Staff Liaison
Objective:
The CEO Evaluation Committee is responsible for leading the development and approval of annual goals and the annual performance review of the Talbot Endowed ISUAA President and CEO. The development of the upcoming fiscal year annual goals and evaluation of the past fiscal year’s goals will be done in close communication with the president of Iowa State University (ISU). Also, in conjunction with the ISU president, the CEO Evaluation Committee will recommend to the ISUAA Board of Directors annual salary increases or other compensation changes for the Talbot Endowed ISUAA President and CEO. The committee consists of the Board chair, chair-elect, a Board director, an ISUAA staff liaison, and immediate past chair, who serves as committee chair.
Responsibilities:
• Goal development
Lead development and approval of ISUAA-specific goals for the upcoming fiscal year with ISUAA Board of Directors and Talbot Endowed ISUAA President and CEO during the fourth quarter of the current fiscal year.
Share Talbot Endowed ISUAA President and CEO’s newly developed goals with ISU president to incorporate with ISU president’s goals for upcoming fiscal year.
• Goal evaluation:
Arrange for the mid-year ISUAA Board of Directors update of the Talbot Endowed ISUAA President and CEO’s progress toward achieving annual goals.
Conduct year-end ISUAA Board of Directors evaluation of the Talbot Endowed ISUAA President and CEO’s performance. Share year-end evaluation with the Talbot Endowed ISUAA President and CEO and the ISU president.
• Compensation:
In conjunction with the ISU president and the ISUAA Finance Committee, make recommendation to the ISUAA Board of Directors for the Talbot Endowed ISUAA President and CEO compensation changes for Board of Directors’ approval.
Adopted by the ISU Alumni Association Board of Directors via email on Feb. 16, 2008.
Dawn Refsell, Chair
Taylor Davis, Board Director
Marvin DeJear, Board Director
Trey Hemmingsen, Board Director
Melissa Schnurr, Board Director
Tom Elston, Lead Staff Liaison Lainey Crawford, Staff Liaison Melea Licht, Staff Liaison Chelsea Trowbridge, Staff Liaison
Objective:
To assist the board in developing activities to implement and actions the ISUAA staff can take to further support the lifeline engagement of current and former board directors and board associates with the current ISUAA board, each other, and ISUAA.
Responsibilities:
• Suggest recommendations that could be tested by staff for the purpose of enhancing engagement of current board directors and board associates
• Suggest recommendations that could be tested by staff for the purpose of enhancing the reengagement of former board directors and board associates
• Define, clearly, the role of board associates and how to better involve them with the full board
Marc Mores, Chair, Board Chair
Tim Quick, Board Immediate Past Chair
Scott Bauer, Board Vice Chair of Finance
Chad Harris, Board Vice Chair of Records
Cathy Schmidt, Board Chair-elect
Bonnie Whalen, ISUAA Treasurer
Jeff Johnson, Lead Staff Liaison
Amy Crabbs, Staff Liaison
Shannon Foote, Staff Liaison
Objective:
To provide strategic direction and oversight to the Board and staff on all matters pertaining to the Association, and interpret and carry out all policies of the Board. The committee consists of the chair of the Board, who also serves as chair of the committee, as well as the immediate past chair, the chairelect, the vice chair of records, the vice chair of finance, the treasurer, and the Talbot Endowed ISUAA President and CEO as an ex-officio/non-voting member. Members of the committee may include other Board directors as assigned by the Board chair.
Responsibilities:
• Establishes the overall annual goals of the Association, in consultation with the Board chair, consistent with the Association’s strategic plan and long-range planning goals.
• Serves as a clearinghouse for the Board. Gives preliminary study to all matters coming to its attention, and if desired, delegates the work to an appropriate operational or programmatic committee or chair-appointed task force and working group for further study, review, and recommendation.
• Reviews reports and recommendations from committees, task forces, working groups, and liaisons appointed by the Board chair.
• Approves and/or assists in the ISUAA long-range planning.
• If required by emergency circumstances, takes official action, with proper Board notification, on behalf of the Board of Directors when the Board is not in session.
• Establishes procedures for maximum utilization of each Board director’s potential.
• Participates in the selection, supervision, and evaluation of the Talbot Endowed ISUAA President and CEO, in consultation with the president of Iowa State University.
Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004.
Scott Bauer, Chair, Board Vice Chair of Finance
Brad Lewis, Board Director
Sophia Magill, ISU President’s Representative
Darius Potts, Board Director
Bonnie Whalen, ISUAA Treasurer
Abby Croll, Audit Committee Representative
Amy Crabbs, Lead Staff Liaison
Shannon Foote, Staff Liaison Debra Carroll, Staff Assistant
To promote the sound financial management of the Iowa State University Alumni Association, consistent with the strategic plan of the Association and the highest ethical standards. This committee is responsible for the Board’s financial oversight and fiduciary responsibilities. The committee monitors and evaluates the Association’s financial resources and adherence to operating and capital budgets. The committee recommends and interprets financial policy and monitors its implementation.
• Reviews on a quarterly basis the departmental and overall financial performance of the Association’s operations.
• Reviews material variances between budgeted and actual results and, where necessary, assures that appropriate management action is being taken to correct those variances.
• Ensures the creation of meaningful and accurate financial statements and their timely distribution to the Board.
• Assists the Board, in conjunction with the vice president of finance, in its understanding of the Association’s financial position and results of operations.
• Works with the Talbot Endowed ISUAA President and CEO and vice president of finance to develop long-range financial and capital plans, consistent with the strategic plan of the Association.
• Develops and recommends to the Executive Committee all financial policies for approval by the entire Board.
• Reviews quarterly, or as often as deemed necessary, the performance of the Association’s investments.
• Reviews quarterly, or as often as deemed necessary, the investment strategies utilized by the Association, and ensures that those strategies are consistent with both the investment policy and strategic plan of the Association.
• Evaluates supplemental budget requests, and if approved, forwards such requests to the Executive Committee for further action.
• Reviews the proposed annual budget and three-year financial projection of the Association, and forwards, with any recommended changes, to the Executive Committee and Board for further action.
• Reports that the memorandum of agreement between the ISUAA and ISU and use of funds have met ISU’s legal responsibility and/or donor intent.
• Performs other oversight functions as requested by the full Board.
Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004.
Cathy Schmidt, Chair, Board Chair-elect
Dan Bumblauskas, Board Director
Taylor Davis, Board Director
Bronson Forsyth, Board Director
Trey Hemmingsen, Board Director
Amanda Matchett, Board Director
Martha Smith, Board Director
Meg Schon, Board Associate
Charles Stewart, Board Associate
Jeff Johnson, Lead Staff Liaison
Heidi Long, Staff Assistant
To assist the Board of Directors in fulfilling its responsibilities for developing the volunteer leaders of the Iowa State University Alumni Association. The committee provides oversight for the Board on matters of governance of the Association. The Association’s Talbot Endowed ISUAA President and CEO and staff members are responsible
for implementing the procedures that are adopted by the committee.
The committee meets at least quarterly, and more frequently if deemed necessary. The committee shall review and reassess its role and responsibilities at least every two (2) years and recommend proposed changes to the Board.
The committee is responsible for reviewing and making recommendations to the Board on matters of core governance and Board composition issues. The chair-elect shall serve as the chair of the Governance Committee.
• Develops and recommends for Board approval criteria for nominations and composition of the Board and Board committees.
• Establishes and administers a self-evaluation process for each individual Board director and the Board as a whole. The committee should contact Board directors who are not meeting the Board’s approved attendance policy or obligations to determine said Board director’s interest in continuing to serve on the Board.
• Monitors stated objectives of the Board and committees.
• Identifies and facilitates the recruitment of qualified candidates willing to serve on the Board.
• Presents to the Association’s members a proposed slate of Board candidates willing to serve on the Board, in accordance with the requirements in the bylaws. In addition to the proposed slate of Board candidates, the Governance Committee will present to the Board of Directors up to 4 alternates willing to serve on the Board of Directors if a vacancy occurs. The term of these alternates shall start at the end of the ISUAA annual meeting of year selected and through the ISUAA annual meeting the next year.
• Oversees Board orientation and education.
• Presents for Board approval proposed appointments, recognition of, and service on the ISUAA Audit Committee as well as to various auxiliary and constituent groups.
• Reviews governing documents of the Association and Board, including Articles of Incorporation, bylaws, and any governance policies of the Association, including ethics and grievance policies, for accuracy and strategic focus
87
and makes recommendations for amendments to such documents to the Board or Executive Committee.
• Reviews the Board of Directors Handbook annually.
Adopted by the ISU Alumni Association Board of Directors via email on June 17, 2006. Amended by the ISU Alumni Association Board of Directors on Aug. 18, 2012 and Oct. 24, 2019.
Brad Lewis, Chair
Kelli Cameron, Board Director
Marvin DeJear, Board Director
Marc Mores, Board Chair
Tim Quick, Board Immediate Past Chair
Jeff Johnson, Lead Staff Liaison
Heidi Long, Staff Assistant
To nominate officers for the ISU Alumni Association Board of Directors. The committee consists of the current Board chair, immediate past Board chair, and three (3) directors. None of the directors can be current officers. Each director must have served two or more years and must not be interested in serving as an officer for the upcoming year. The current Board chair shall select one of these three (3) directors to chair the committee. Elected, appointed, and designated directors are encouraged to provide committee members with officer recommendations immediately following the winter board meeting each year. The Nominating Committee will meet in person or by telephone or by electronic means to make recommendations for the slate of officers. The slate will be distributed to all Board directors, a vote conducted, and the results announced to the Board via electronic means at least ten (10) days prior to the Spring Board meeting.
• Develops and administers the nominating process for selecting the slate of officers. Each Board director has the right to nominate an elected director(s) for each of the open offices (chair-elect, vice chair of finance, and vice chair of records) with their consent.
• Reviews all nominations and makes a recommendation for the slate of officers.
• Establishes and administers the officers’ slate selection process. Seek input on how to continuously improve the process. Results are announced to the Board via email at least 10 days prior to the Spring Board meeting.
Adopted by the ISU Alumni Association Board of Directors on Feb. 24, 2012. Amended on Feb. 28, 2014, April 16, 2018, and May 17, 2019.
Chad Harris, Chair Dan Bumblauskas, Board Director
Gayle Farrell, Board Director Brittney Rutherford, Board Director Melissa Schnurr, Board Director Kathy Taylor, Board Director Shannon Foote, Lead Staff Liaison Jeff Johnson, Staff Liaison Kate Tindall, Staff Liaison
Objective: Develop the new ISUAA strategic plan.
Responsibilities:
• Implement Work Plan as approved by Board in the May 20 meeting.
The following committees of the Board of Directors have been organized to advise the staff in the execution of current programs and services and to plan for the future. All members serve a one-year term, except certain members of the Awards Committee. In addition to other responsibilities, all committees will monitor and recommend changes, additions, and deletions to the current strategic plan to the Executive Committee. Other duties may also be assigned to committees at the discretion of the chair or the Executive Committee from time to time, not in conflict with specific powers conferred upon or reserved unto the Board.
Kelli Cameron, Chair
Amanda Matchett, Chair-elect
Jeremy Davis, Board Director
Andrea Fellows, Board Director
Dawn Refsell, Board Director
Julie Jacobi, Board Associate
Carole Custer, University Representative
Katie Lickteig, Lead Staff Liaison
Objective:
To serve as the impartial liaison to the ISUAA Board of Directors in selecting ISUAA awardees by reading, reviewing, and ranking awards nominations of outstanding alumni, faculty/staff, students, and friends. Based upon individual award criteria, members of this committee select award recipients of the ISUAA awards to be honored.
The chair and chair-elect positions of the Awards Review and Selection Committee will be held only by elected members of the ISUAA Board of Directors.
Current members of the ISUAA staff, Board of Directors, and Awards Review and Selection Committee are ineligible to receive ISUAA awards.
Selection of the committee:
The current Board chair, in consultation with the Talbot Endowed ISUAA President and CEO and the ISUAA executive assistant, will make assignments based upon ISUAA staff committee liaisons’ recommendations of potential individuals who are not currently serving a term on the ISUAA Board of Directors.
Members of the ISUAA Board of Directors may serve terms of two (2) to three (3) years each, with the option to be reappointed. Board associates (non-ISUAA Board of Directors members) and university liaisons will serve a term of four (4) years each. Terms will be served based upon the academic calendar year, Jul. through Jun. annually.
Committee members include the following: Chair/chair-elect (Board directors) 2** Board of Directors 2 University liaison 1 Board associates 2
**These positions must be consistent and serve the minimum two-year commitment.
Based upon the current award deadlines of Feb. 1 and Dec. 1, awards committee members must be available for:
• A one-hour phone conference call every Jan. & Mar.
• Consultation via email throughout each year.
• Processes nominations by reading, reviewing, and ranking a set of 10-40 nominations in a one-month time-frame based upon the criteria established for each award.
• Possesses the ability to think analytically and objectively.
• Recommends changes or improvements to ISUAA Board of Directors and staff on the awards selection process, awards criteria, nomination forms, etc.
• Recommends the creation of future awards, or the elimination/merger of current Association awards.
• Suggests strategies to build and diversify the applicant pool for Association-sponsored awards.
Timeline:
• Assignment of Board of Directors members to the Awards Review and Selection Committee will be made by the end of June each year.
• The Talbot Endowed ISUAA President and CEO and the ISUAA executive assistant need to be notified in May of each year if there are non-Board of Directors member positions to be filled. Open position(s) must be filled by
July of each year to be included in the award selection process.
Conflict of Interest Policy for members of the Awards Review and Selection Committee:
• Nominations submitted by Awards Review and Selection Committee members:
1. Members of the Awards Review and Selection Committee are ineligible to submit nominations for any award selected by this committee.
2. If a member of the ISUAA Board of Directors submits a nomination prior to becoming a member of the Awards Review and Selection Committee, that member cannot provide rankings of the nominations for that particular award and must leave the room when the award is being discussed.
• Nominations submitted for a family member of an Awards Review and Selection Committee member:
1. If a family member of an Awards Review and Selection Committee member is nominated for an award selected by this committee, that committee member cannot provide rankings of the nominations for that particular award and must leave the room when the award is being discussed.
Note: The definition of “family member” is “….an individual’s spouse, partner, parents, siblings, children, and corresponding in-law and step relations” as defined in the Board’s Conflict of Interest Policy, Article II – Definitions, Item 3 Family on page 102 of the current Board handbook.
Adopted by the ISU Alumni Association Board of Directors on Feb. 16, 2007. Amended May 18, 2012.
Martha Smith, Chair
Allison Flinn, Board Director
Carl Kirpes, Board Director
Darius Potts, Board Director
Emily Beck, Lead Staff Liaison
Shannon Foote, Staff Liaison
Objective:
Monitor alumni association membership to ensure financial health of the association is maintained.
• Set expectations and provide membership leads to staff from board of directors
• Review and analysis of peer institutions using CAAE and SGAF survey results, or other information provided from CAMMP
• Work with staff to recommend changes to membership dues amounts and categories
• Monitor other dues-paying associations and their successes
• Review and recommend ISUAA membership dues annually
• Continuous review of the financial impact membership revenue provides as a percentage of association expenses; 10-year goal of 21%
• Implement items from 2022 Constituent Engagement Survey
o Further refine member retention strategies
o Work with the staff and the ISU Foundation to create a report that measures membership retention
o Work with staff to develop a Year End Review and communication process on member benefits
• A timeline for reporting on each of the above areas will be established by September 1, 2022.
Trey Hemmingsen,
ChairKelli Cameron, Board Director
Becky Barclay, Board Associate, Former Board Associates
Representative
Eric Burrough, Board Associate, Leadership Guild
Representative
Craig Foss, Board Associate, The Circle Representative
Shellie Andersen, Lead Staff Liaison
Objective:
To assist the board in developing activities to implement and actions the ISUAA staff can take to further support the lifeline engagement of current and former board directors and board associates with the current ISUAA board, each other, and ISUAA.
Responsibilities:
• Suggest recommendations that could be tested by staff for the purpose of enhancing engagement of current board directors and board associates
• Suggest recommendations that could be tested by staff for the purpose of enhancing the reengagement of former board directors and board associates
• Define, clearly, the role of board associates and how to better involve them with the full board
The Iowa State University Intercollegiate Athletic Council advises the president of the University on matters relating to intercollegiate athletics. The Athletic Council establishes and monitors the implementation of policies for the oversight of the intercollegiate athletic program of the University as permitted by NCAA and Big 12 Conference rules, which are subject to review by the president of Iowa State University. The council consists of 13 members. Two alumni representatives serve three-year terms each, and each may be reappointed for one additional three-year term.
Alumni Association appointees:
Thomas A. Connop History, 1976 Term expires ’25 Spouse: Lisa A. Connop Life Members
Sustaining Donors
Current Hometown: Dallas, Texas taconn@aol.com
Glen A. Mente
Animal Husbandry, 1961; M.S. Animal Nutrition 1963 Term expires ’24 Spouse: Mary Jo Mente Life Members
Current Hometown: Ames, Iowa gmente38@gmail.com
The Iowa State Memorial Union Board of Directors ensures that the mission of the Memorial Union is achieved, provides oversight of its operations, and actively promotes the Iowa State Memorial Union. The board has 14 members. Each member is eligible to serve three two-year terms.
Alumni Association appointee: Renee J. Potts
Elementary Education, 1988 Term expires ’24 Spouse: Darius V. Potts (telecommunicative arts, 1989) Annual Members
Current Hometown: Ankeny, Iowa rjoy4477@gmail.com
All advertising content for Iowa State University Alumni Association (ISUAA) print and online media is subject to the Talbot Endowed ISUAA President and CEO’s approval. The publisher reserves the right to reject or cancel any advertising at any time.
The advertiser (and/or advertising agency, if any) agree to indemnify the ISUAA, including the Talbot Endowed ISUAA President and CEO, against any liability or expense resulting from claims or suits based on the contents or subject matter of the advertisement, including, without limitation, claims or suits for libel, violation of rights of privacy, plagiarism, copyright or trademark infringement or unauthorized use of the name(s), likeness(es), statement(s), or work of any person or persons.
Unintentional or inadvertent failure by the publisher to publish the advertisement shall not constitute a breach of contract.
Ad rates are subject to change. When new rates are announced, advertisers will be protected at their contract rates until the end of the contract period if ad rates are higher.
In general, the ISU Alumni Association does not accept any advertising:
• that is libelous or untrue
• that violates any local, state, or federal law
• that encourages discrimination against any individual or group on the basis of race, color, age ethnicity, religion, national origin, pregnancy, sexual orientation, gender identity, genetic information, sex, marital status, disability, or status as a U.S. veteran
• for tobacco products
• for partisan politics
• that promotes irresponsible use of alcohol
• that violates U.S. Postal regulations
All merchandise advertised in ISUAA print or electronic media that includes an official registered Iowa State University trademark must be licensed by the ISU
Trademark Licensing Office, the official licensing agency for Iowa State University.
Approved by ISU Alumni Association Board of Directors on Feb. 14, 2014.
The Iowa State University Alumni Association and its Board of Directors shall not discriminate on the basis of race, age, gender, marital status, sexual orientation, status as a U.S. veteran, disability, national origin or ancestry, religion, economic status, union membership, or political affiliation. Selection to the Board of Directors will be solely on the basis of merit and qualification.
It is the policy of the ISUAA, its employees, and its Board of Directors to provide information, programs, and services to any and all members of the Association and for those interested in serving in a volunteer capacity.
The ISUAA and Board of Directors, in compliance with the Americans with Disabilities Act of 1990, shall not knowingly discriminate against individuals with disabilities. The ISUAA Board of Directors will consider modifying schedules and other adjustments to reasonably accommodate Board or staff members with disabilities.
Any grievance regarding discrimination shall be handled through the Board-approved grievance policy.
Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004.
Directors are expected to attend all meetings of the Board (four annually) in person. Absences from four (4) or more periodic meetings in any twenty-four (24)-month period or two (2) consecutive meetings in any twelve (12)-month period constitutes grounds for removal. Directors may attend one quarterly meeting annually via remote participation technology if in-person attendance cannot be arranged. All directors are expected to be present, in person, for the August retreat.
Adopted by the ISU Alumni Association Board of Directors on Feb. 5, 2000. Amended on Feb. 17, 2006, May 19, 2017, and Oct. 26, 2017.
Board policies shall apply to any committee, task force, or other group that is formed under the authority of the ISUAA Board of Directors with the purpose of completing, or assisting with, the Board’s responsibilities and duties.
Adopted by the ISU Alumni Association Board of Directors on Feb. 22, 2013.
The Board’s Executive Committee fully supports current requirements for ISUAA Board directors financially supporting the ISUAA as outlined in the ISUAA bylaws and the ISUAA board directors’ job description. The Executive Committee sees this activity as meeting and responding to the ISUAA’s Board giving policy commitment which encourages individual Board directors annually participate in giving to the ISUAA. Additional options for giving are explored and provided to board directors by the ISUAA staff.
Adopted by the ISU Alumni Association Board of Directors on Feb. 24, 2012.
Any application for a business membership, at any level, in the Iowa State University Alumni Association (ISUAA) is subject to the Talbot Endowed ISUAA President and CEO’s approval. The Talbot Endowed ISUAA President and CEO reserves the right to reject or cancel any business membership at any time.
The business member agrees to indemnify the ISUAA, including the Talbot Endowed ISUAA President and CEO, against any liability or expense resulting from claims or suits based on the contents or subject matter of the membership, including, without limitation, claims or suits for libel, violation of rights of privacy, plagiarism, copyright or trademark infringement or unauthorized use of the names(s), likeness(es), statement(s) or work of any person or persons.
Business membership dues are subject to change. When new dues are announced, sponsors will be protected at their contract rates until the end of the membership period if Business membership dues are higher.
In general, the ISU Alumni Association does not accept any business member:
• that violates any local, state, or federal law
• that encourages discrimination against any individual or group on the basis of race, color, age, ethnicity, religion, national origin, pregnancy, sexual orientation, gender identity, genetic information, sex, marital status, disability, or status as a U.S. veteran
• that promotes tobacco products as the primary purpose of their business
• that promotes partisan politics as the primary purpose of their business
• that promotes irresponsible use of alcohol
Adopted by ISU Alumni Association Board of Directors on Feb. 14, 2014.
The ISU Alumni Association employees, Board directors, independent contractors, and vendors may not disclose, divulge, or make accessible confidential information belonging to or obtained through their affiliation with the ISU Alumni Association, including relatives, friends, and business and professional associates, other than to persons who have been approved as set forth below or by the Talbot Endowed ISUAA President and CEO.
Confidential information shall be treated in accordance with the Iowa State University Foundation’s Information Confidentiality Policy:
“The Iowa State University Foundation maintains information to facilitate university business while upholding the trust and confidence of alumni and donors. The use of information maintained by the Iowa State University Foundation is restricted to official university business, and no information is released for commercial, political, or religious purposes.”
Alumni Association employees, Board directors, independent contractors, and vendors must exercise good judgment and care at all times to avoid unauthorized or improper disclosures of confidential information. Conversations in public places should be limited to matters that do not pertain to information of a sensitive or confidential nature.
In addition, confidential information should not be left in plain view or be communicated by speaker phone. The duties under this Confidentiality Policy shall extend and remain in existence following the termination of the employees’, Board directors’, independent contractors’, and vendors’ affiliation with the Alumni Association.
Iowa State University Alumni Association employees shall monitor the use of the Iowa State University online alumni directory to ensure its users adhere to the following confidentiality policy:
“The Iowa State University online alumni directory is for official Iowa State University Alumni Association use. The use of this directory for any other purpose, including, but not limited to, reproducing and storing in a retrieval system by any means, electronic or mechanical; photocopying; or using the addresses or other information contained in this directory for any private, commercial, or political use, is strictly prohibited.”
Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004. Amended on May 29, 2009.
The purpose of the conflict of interest policy is to prevent the personal interest of employees, members of the Board of Directors, and/or committees from interfering with the performance of their duties to the Association, or resulting in personal, financial, professional and/or political gain on the part of such persons at the expense of the Association or its members.
1. Interested persons. An interested person is any employee, Board director, or committee member of the Association or family as outlined in section 3 below who has a financial interest in a transaction or arrangement involving the Association.
2. Financial interest. A person has a financial interest if the person has, directly or indirectly, through business, investment or family:
a. An ownership or investment interest in any entity with which the Association has a transaction or arrangement.
b. A compensation arrangement with the Association or with any entity or individual with which the Association has a transaction or arrangement.
c. A potential ownership or investment interest, greater than five percent, in, or compensation arrangement with, any entity or individual with which the Association is negotiating a transaction or arrangement.
3. Family. “Family” includes an individual’s spouse, partner, parents, siblings, children, and corresponding in-law and step relationships.
4. Entity. Entity shall mean any sole proprietorship, partnership, limited partnership, limited liability partnership, limited liability company, corporation, professional corporation, association, professional association, enterprise, franchise, trust, joint venture, business or other entity, whether non-profit or for profit.
5. Compensation/employment. Compensation includes direct and indirect remuneration as well as gifts or favors that are substantial in nature.
Employees, Board directors, or committee members must disclose any employment relationship with an organization that does business with, or competes with, the Association. This disclosure requirement includes serving as an advisor or consultant to any organization of that type, unless that activity is conducted as a representative of the Association.
Employees, Board directors, or committee members and their immediate families may not accept gifts, except those of nominal value, or any special discounts or loans from any person or company doing or seeking to do business with the Association.
A financial interest is not necessarily a conflict of interest. Under Article III, Section 2, a person who has a financial interest will be determined to have a conflict of interest if the Association’s Board of Directors or appropriate committee decides that a conflict of interest exists.
This conflict of interest policy shall be reviewed with each new director during that Board director’s orientation meeting and shall be reviewed with the full Board of Directors at the Board retreat each year.
1. Duty to disclose. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of his or her financial interest and all material facts to the directors and members of committees with Board delegated powers considering the proposed transaction or arrangement.
An interested person is prohibited from misusing inside information, prior to public disclosure, for his/her own benefit or for the benefit of members of his/her family or from disclosing that information to anyone who does not have a legitimate business need to know the information.
2. Determining whether a conflict of interest exists. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, the Audit Committee will have the responsibility of determining whether a conflict exists.
3. Procedures for addressing conflict of interest:
a. An interested person may make a presentation at the Board or committee meeting, but after such a presentation, he/she shall leave the meeting during the discussion of, and the vote on, the transaction or the arrangement that is the subject of the potential conflict of interest.
b. The chair of the Board or committee shall, if appropriate, appoint a disinterested person or committee to investigate the alternatives to the proposed transaction or arrangement.
c. After exercising due diligence, the Board or committee shall determine whether the Association can obtain a more advantageous transaction or arrangement with reasonable efforts from a person or entity that would not give rise to a conflict of interest.
d. If a more advantageous transaction or arrangement is not reasonably attainable under circumstances that would not give rise to a conflict of interest, the Board or committee shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the Association’s best interest and for its own benefit and whether the transaction is fair and reasonable to the Association, and shall make its decision as to whether to enter into the transaction or arrangement in conformity with such determination.
a. If the Board or committee has reasonable cause to believe that an interested person has failed to disclose actual or possible conflicts of interest, it shall inform the interested person of the basis for such a belief and afford the interested person an opportunity to explain the alleged failure to disclose.
b. If, after hearing the response of the interested person and making further investigation as may be warranted in the circumstances, the Board or committee determines if the interested person has in fact failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action.
The minutes of the Board and all committees with Boarddelegated powers shall contain:
1. The names of the persons who disclosed or otherwise were found to have a financial interest in connection with an actual or possible conflict of interest, the nature of the financial interest, and the Board’s or committee’s decision as to whether a conflict of interest existed.
2. The names of the persons who were present for discussions and votes relating to the transaction or arrangement, the content of the discussion, including any alternatives to the proposed transaction or arrangement, and a record of any votes taken in connection therewith.
Each employee, Board director, principal officer, and member of a committee with Board-delegated powers shall annually sign a statement, which affirms that a person: a. has received the Conflict of Interest Policy, b. has read and understands this policy, c. has agreed to comply with this policy, and d. understands that the Association is a 501(c)(3) organization and that, in order to maintain its federal tax exemption, it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.
Adopted by the ISU Alumni Association Board of Directors on May 22, 2004. Amended on May 21, 2010.
A consent agenda will be used when there is a non-A consent agenda will be used when there is a non-controversial business item(s) on which the Board needs to vote. Complete information regarding such item(s) will be provided in advance of the meetings to Board directors, so that directors are aware of such item(s) and have the opportunity to consider whether such item(s) is non-controversial.
The consent agenda will be placed near the beginning of each Board meeting. If any member considers that a specific item needs discussion, it will be removed from the consent agenda and placed on the regular agenda for debate and action later in the meeting. A quorum must be present to take action on a consent agenda item.
Adopted by the ISU Alumni Association Board of Directors on May 21, 2010
All discount program participation for the Iowa State University Alumni Association (ISUAA) is subject to the Talbot Endowed ISUAA President and CEO’s approval. The Talbot Endowed ISUAA President and CEO reserves the right to reject or cancel any discount program at any time.
The discount program participant agrees to indemnify the ISUAA, including the Talbot Endowed ISUAA President and CEO, against any liability or expense resulting from claims or suits based on the contents or subject matter of the discount program, including, without limitation, claims or suits for libel, violation of rights of privacy, plagiarism, copyright or trademark infringement, or unauthorized use of the names(s), likeness(es), statement(s) or work of any person or persons.
In general, the ISU Alumni Association does not accept any discounts:
• that violate any local, state, or federal law
• that encourage discrimination against any individual or group on the basis of race, color, age ethnicity, religion, national origin, pregnancy, sexual orientation, gender identity, genetic information, sex, marital status, disability, or status as a U.S. veteran
• for tobacco products
• for partisan politics
• that promote irresponsible use of alcohol
Adopted by ISU Alumni Association Board of Directors on Feb. 14, 2014.
The purposes for this records retention policy are accountability, history, and efficiency. All staff have the responsibility for identifying and retaining relevant records. Where appropriate, the Iowa State University Records Retention Policy as listed in the Policy Library will be followed.
Adopted by the ISU Alumni Association Board of Directors on Feb. 25, 2011.
The Iowa State University Alumni Association is committed to the highest standards of ethical business conduct. Each employee and Board director is responsible for acting both ethically and with integrity, and no employee or Board director is ever authorized to commit or direct another to commit an illegal act.
To protect the Alumni Association’s reputation – and that of its staff and volunteers – all are required to report suspected illegal or unethical conduct promptly to the Association’s Talbot Endowed ISUAA President and CEO, the Board chair, the Board’s executive committee, or another member of the ISUAA management team, whereas these individuals are not involved. Contact information on the Board chair and the executive committee are updated annually in the Association’s Board of Directors handbook.
Concerns regarding ethical matters involving accounting or financial irregularities should be directed to the chair of the Association’s audit committee.
The Alumni Association takes seriously its responsibility to act with integrity. Unethical or illegal acts can never be justified and may result in disciplinary action, up to and including termination of employment and Board service. Any retaliation against someone who reasonably believes illegal or unethical behavior has occurred, or is about to occur, and who reports the behavior pursuant to this policy, is strictly forbidden. To this end, all ISUAA Board and staff members agree to abide by the following Statement of Ethics:
We, as staff and Board directors, dedicate ourselves to carrying out the mission of this organization by adhering to the following:
1. Recognize that the chief function of the Iowa State University Alumni Association at all times is to serve the interest of our constituency, which includes Iowa State University.
2. Accept as a personal duty the responsibility to keep up to date on emerging issues and to conduct ourselves with professional competence, fairness, impartiality, efficiency, and effectiveness.
3. Respect the structure and responsibilities of the Board, provide facts and advice as a basis for making policy decisions, and uphold and implement all policies adopted by the Board.
4. Keep the Association’s constituency informed about issues affecting it.
5. Conduct our organizational and operational duties with positive leadership exemplified by open communication, creativity, dedication, and compassion.
6. Exercise whatever discretionary authority we have under the law to carry out the mission of the Association.
7. Serve with respect, concern, courtesy, and responsiveness in carrying out the Association’s mission.
8. Demonstrate the highest standards of personal integrity, truthfulness, honesty, and fortitude in all our activities in order to inspire confidence and trust in our activities.
9. Avoid any interest or activity that is in conflict with the conduct of our official duties.
10. Respect and protect privileged information to which we have access in the course of our official duties.
11. Strive for personal and professional excellence and encourage the professional developments of others.
Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004.
The board of directors may hold a planned Executive Session as part of any regularly scheduled board meeting. Agenda items proposed to be discussed and specific individuals, including the President/CEO, whose attendance is requested will be identified on the full board meeting agenda sent out by the Chair.
An Executive Session may be called by the Chair or majority vote of the board directors present to address special circumstances at any time during a regular meeting. The Chair will determine if the President/CEO and/or other specific individuals will participate in any or all of this type of Executive Session.
Protocol for all Executive Sessions must follow ISUAA Board of Directors Bylaws and accepted Parliamentary Procedure based on 'Robert's Rules of Order' including approval of a motion to go into Executive Session; requiring that discussion is limited by the Chair to stated topics; confirming that all discussion is confidential; ensuring that no official minutes are kept of these sessions by any board director; verifying that the Chair documents or records the proceedings to have for future Executive Sessions or if ever needed for legal issue; ensuring that no official decisions are made; allowing the Chair or board to request specific individuals to be present for all or part of the Executive Session; and upon completion of discussion, requiring that a motion is approved to move back into full open board meeting.
If an item discussed in Executive Session requires board action, a motion is presented when the board resumes its open session or at the next appropriate board meeting. Board minutes will indicate when board went into Executive Session and when the board completed the Executive Session. Board minutes will include any action taken which resulted from the Executive Session.
Adopted by the ISU Alumni Association Board of Directors on Feb. 9, 2018.
A grievance is any significant concern, other than harassment, that arises and is in violation of Board or personnel practices, either between members of the ISUAA Board of Directors or Alumni Association employees and Board directors.
Board directors are encouraged to take grievances involving another director directly to that person for discussion and resolution. If the two directors are unable to resolve their differences, they may at that time request a mediation meeting with the chair of the Board with both directors present. If the grievance is unresolved at that level, a second mediation meeting can be arranged with the Talbot Endowed ISUAA President and CEO and/or executive committee. The resolution of the chair and the Talbot Endowed ISUAA President and CEO and/or executive committee shall be considered final.
Board directors are encouraged to take grievances involving staff directly to that person for discussion and resolution. If the two are unable to resolve their differences, they may at that time request a mediation meeting with the Talbot Endowed ISUAA President and CEO and/or the chair of the Board of Directors. The resolution between these parties shall be considered final.
Should the grievance involve a Board director and the Talbot Endowed ISUAA President and CEO, the involved parties should meet and attempt to resolve their differences. If the two are unable to resolve their differences, they may request a mediation meeting with the chair of the Board and the executive committee.
If the grievance is unresolved at that level, a second mediation meeting can be arranged with the president of the university or his/her designee for discussion and final resolution.
Board directors are encouraged to take grievances involving the chair directly to that person for discussion and resolution. If the two are unable to resolve their differences, they may at that time request a mediation meeting with the executive committee. The resolution between these parties shall be considered final.
The ISUAA Board of Directors recognizes that certain circumstances may arise in which it may be inappropriate for Board directors to pursue the resolution of a problem
in the prescribed sequence. The following exceptions are instances where a Board director may bypass steps to seek resolution of a situation by discussing the matter confidentially with the president of the university.
• If the grievance or problem involves a known or suspected violation of the law
• If the grievance or problem is clearly not within the authority of the Board chair to resolve
• If the parties involved mutually agree to bypass the Board chair
• If the nature of the grievance, problem, or dispute involves or has been caused by the chair and/or Talbot Endowed ISUAA President and CEO
This policy does not apply to harassment grievances, which should be handled pursuant to the harassment policy. Adopted by the ISU Alumni Association Board of Directors on May 22, 2004.
The ISUAA Board of Directors expressly prohibits any employee or Board director from harassment or discrimination based on race, color, religion, sex, sexual orientation, national origin, age, marital status, disability, status as a U.S. Vietnam Era Veteran, or any group protected by state or local law.
Sexual harassment undermines the integrity of the employment and volunteer relationship. All employees and volunteers must be allowed to work in an environment free from unsolicited and unwelcome sexual overtures. Sexual harassment reduces morale, interferes with work productivity, impugns individual dignity, and is contrary to the ISUAA mission.
With respect to sexual harassment, the ISUAA Board of Directors prohibits the following:
1. If the individual making the complaint is a staff member who claims harassment by a Board director, the incident should be reported to the Talbot Endowed ISUAA President and CEO or the university’s director of equal opportunity and diversity, who will investigate the matter and take appropriate action.
2. . If the individual making the complaint is a Board director who claims harassment by a staff member, the
incident should be reported to the chair or any member of the executive committee of the ISUAA Board, or to the Talbot Endowed ISUAA President and CEO, who will have the incident investigated and take appropriate action.
3. If the individual making the complaint is a Board director who claims harassment by another Board director, the incident should be reported to the chair or any member of the executive committee of the ISUAA Board, who will investigate the matter and take appropriate action.
The ISUAA prohibits any form of retaliation for filing a bona fide complaint under this policy or for assisting in a complaint investigation.
Adopted by the ISU Alumni Association Board of Directors on May 22, 2004.
This policy is intended to address non-routine contact with the media and those situations that have not been previously designated by the Talbot Endowed ISUAA President and CEO as part of the ongoing job responsibilities of specific Alumni Association staff and/or Board of Directors. To ensure the quality and consistency of non-routine information provided to media sources, the following shall be enforced:
• All media contacts are to be handled by the Talbot Endowed ISUAA President and CEO, or his or her designee.
• All press releases or other promotional materials are to be approved by the Talbot Endowed ISUAA President and CEO, or his or her designee, prior to dissemination.
• Failure to comply with the media policy shall constitute grounds for removal.
Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004. Adopted revisions on Feb. 17, 2006.
The Iowa State University Alumni Association permits the employment of qualified relatives of employees and Board directors as long as such employment does not create an actual or perceived conflict of interest. For purposes of this policy, “relative” is a spouse, partner, child, parent, sibling, grandparent, grandchild, or corresponding in-law or “step” relation. The Iowa State University Alumni Association will exercise sound business judgment in the
placement of related employees in accordance with the following guidelines:
1. Individuals who are related by blood or marriage are permitted to work for the Iowa State University Alumni Association, provided no direct reporting or supervisory/ management relationship exists. That is, no employee is permitted to work within the “chain of command” of a relative such that one relative’s work responsibilities, salary, or career progress could be influenced by the other relative.
2. No relatives are permitted to work in the same department or in any other positions in which the Iowa State University Alumni Association management believes an inherent conflict of interest may exist.
3. Employees who marry while employed are treated in accordance with these guidelines. If, in the opinion of the Iowa State University Alumni Association management, a conflict or an apparent conflict arises as a result of the marriage, one of the employees will be transferred at the earliest practical time.
4. The Iowa State University Alumni Association management recognizes at times, employees and their “close friends,” “partners,” or “significant others” may be assigned to positions that create a co-worker or supervisor-subordinate relationship. The Iowa State University Alumni Association management will, in its discretion, exercise sound judgment with respect to the placement of employees in these situations in order to avoid the creation of a conflict or the appearance of a conflict of interest, avoid favoritism or the appearance of favoritism, and decrease the likelihood of sexual harassment in the workplace.
Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004. Adopted revisions on May 21, 2010.
After a Board director has missed four (4) or more periodic meetings in any twenty-four (24)-month period or two (2) consecutive meetings in a twelve (12)-month period, the policy of the ISUAA Board of Directors states that the member is subject to removal. The following steps should be followed to assure that the proposed member has been given every opportunity to reestablish his/her commitment or resign:
Step 1: Vice chair of records informs the Board chair if a member is subject to removal due to lack of attendance.
Step 2: The chair contacts said Board director to identify reasons for lack of attendance and what the member sees as his/her future commitment to Board service, especially in light of reasons for lack of attendance.
Step 3: Following the chair’s consultation with said Board director, the chair has the authority to recommend to the executive committee the removal of said Board director or to consult with the executive committee to determine whether the Board director should be removed. In every instance when confidentiality is requested by the Board director in question, the chair must respect that confidentiality.
Step 4: The decision of the executive committee will be forwarded to the Board for approval. In every instance when confidentiality is requested by the member in question, the chair must respect that confidentiality.
Step 5: Said director who is subject to removal has 14 days to set a hearing through the chair with the executive committee or directors prior to the voting of the directors. If no hearing is requested, proceed to Step 6.
Step 6: The chair contacts said Board director by telephone or in person regarding the Board of Directors’ final decision. The chair also will follow up contact in writing with a copy of the correspondence to the vice chair of records for the Alumni Association’s permanent files.
Step 7: The Board will move to replace the removed director following termination as stated in Article III, Section 8 of the ISU Alumni Association’s bylaws.
Officially adopted by the ISU Alumni Association Board of Directors on Dec. 17, 2020.
The Iowa State University Alumni Association is committed to protecting its human, financial, and goodwill assets and resources through the practice of effective risk management. The Iowa State University Alumni Association’s Board and management are dedicated to safeguarding the safety and dignity of its paid and volunteer staff, its members, and anyone who has contact with the Association. To this end, the Board will ensure that the Association has a riskmanagement plan and that the plan is reviewed and updated on an annual basis.
The Iowa State University Alumni Association shall commit to implementing a risk management philosophy and appropriate actions. The Association will be proactive in committing the necessary resources, within reason and acceptable limits, to identify risk and liabilities, determine impacts, and adopt corrective actions to reduce exposure to risk.
Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004. Amended on Oct. 24, 2008.
Note: This process is initiated and led by the ISU Alumni Association vice president of finance.
All sponsor/sponsorship content for the Iowa State University Alumni Association (ISUAA) is subject to the Talbot Endowed ISUAA President and CEO’s approval. The Talbot Endowed ISUAA President and CEO reserves the right to reject or cancel any sponsor/sponsorship at any time.
The sponsor (and/or third party, if any) agree to indemnify the ISUAA, including the Talbot Endowed ISUAA President and CEO, against any liability or expense resulting from claims or suits based on the contents or subject matter of the sponsorship, including, without limitation, claims or suits for libel, violation of rights of privacy, plagiarism, copyright or trademark infringement or unauthorized use of the names(s), likeness(es), statement(s) or work of any person or persons.
Sponsorship rates are subject to change. When new rates are announced, sponsors will be protected at their contract rates until the end of the contract period if sponsorship rates are higher.
In general, the ISU Alumni Association does not accept any sponsor/sponsorship:
• that violates any local, state, or federal law
• that encourages discrimination against any individual or group on the basis of race, color, age ethnicity, religion, national origin, pregnancy, sexual orientation, gender identity, genetic information, sex, marital status, disability, or status as a U.S. veteran
• for tobacco products as the primary purpose of their business
• for partisan politics as the primary purpose of their business
• that promotes irresponsible use of alcohol
Adopted by ISU Alumni Association Board of Directors on Feb. 14, 2014.
The ISU Alumni Association is committed to being fiscally responsible, and to this end, the Association shall not pay for or reimburse travel, lodging, or other expenditures for an employee’s spouse (or significant other), dependents, or others who are accompanying the employee conducting business for the organization unless they, too, are conducting such business, except as set forth below. If in certain circumstances, an organization deems it proper to cover expenses for a spouse (or significant other), dependent, or other person accompanying someone on business travel, the payment must be treated in accordance with current IRS regulations.
As defined in the employment contract for the Talbot Endowed ISUAA President and CEO, employment responsibilities include assisting and participating in university and ISU Foundation fundraising activities. In these situations, it is allowable for the spouse (or significant other) to participate and to cover their expenses.
When complimentary hosting spaces are earned through the ISUAA travel tour program, sometimes the spouse/guest of an ISUAA staff member has the option of accompanying the host as either a co-host, if the additional complimentary space is earned, or by paying the negotiated tour cost – often a discounted rate. If the spouse/guest receives a complimentary package, he/she is to assume the same role as the host. No spouse/guest expenses are reimbursed.
Meal expenses for an employee’s spouse (or significant other) usually are not reimbursable. Some possible exceptions include:
1. When the interviewee’s spouse (or significant other) also is attending an interview meal.
2. When the interviewer and interviewee are of different genders, inviting the interviewer’s spouse (or significant other) may make the interviewee feel more at ease. However, if other employees are involved in the interview,
attendance of employees’ spouses (or significant others) should be questioned.
3. When the employee is being recognized at a staff recognition function, attendance of a spouse (or significant other) is generally permitted.
4. When meeting with a donor couple, the ISU staff member may bring a spouse (or significant other).
5. When attending a fundraising event, sometimes it is expected that employees’ spouses (or significant others) attend. This often occurs when being asked to host a table.
These exceptions for meal expenses are not allowed for sponsored funding.
In any situation involving spouses (or significant others), an explanation is required to justify the business purpose. Adopted by ISU Alumni Association Board of Directors on May 30, 2014.
As part of the annual review, a discussion of potential successors will occur. The Talbot Endowed ISUAA President and CEO will provide information on individuals the Board should consider for the position. The Talbot Endowed ISUAA President and CEO will provide the immediate past Board chair and current Board chair with information on at least three individuals which will include contact information.
The immediate past Board chair and current Board chair will also have an annual conversation with the president of the university regarding additional names.
Names of individuals will remain confidential. There is no guarantee that any of the individuals listed will be contacted if the need arises. The primary goal is to provide names for consideration.
If the leave occurs and a prolonged search is incurred, the ISUAA Board and the Office of the ISU President might consider appointing an interim to carry out the duties of the position until a permanent hire is named and on board.
If the need arises for short-term coverage of the Talbot Endowed ISUAA President and CEO, the ISUAA Board, with leadership from the current ISUAA Board chair, will work with the president of the university to appoint an individual to fulfill the duties until the employee returns.
Adopted by the ISU Alumni Association Board of Directors on May 21, 2010 and Feb. 15, 2019.
Purpose:
To maintain public trust and accountability which are essential to the success of the Iowa State University Alumni Association (“ISUAA”), a method is provided to enable employees, officers, directors or volunteers of the ISUAA to report “Suspected Wrongdoing,” which is defined to mean:
1. the financial management of the Association, its assets, internal controls and auditing or financial reporting matters;
2. compliance with ISUAA Policies or Iowa State University Policies;
3. compliance with applicable federal, state, or local law and regulations; or
4. any action which would discredit the ISUAA.
Employees shall report concerns, preferably in writing, to their supervisors. Alternatively, an employee, officer, director, volunteer or vendor may report Suspected Wrongdoing as follows:
1. Any individual may submit an anonymous complaint, preferable in writing, of Suspected Wrongdoing regarding any ISUAA employee, officer, or director of the ISUAA in the following manner:
a. by contacting one of the following by email or phone:
• Talbot Endowed ISUAA President and CEO
• ISUAA Chair of the Board of Directors
• Chair-elect of the ISUAA Board of Directors
• Chair of the ISUAA Audit Committee
b. by contacting the Iowa State University Compliance and Ethics Hotline (515) 294-7119 or
c. by accessing the Compliance and Ethics website, which is listed on the ISU homepage index under “C”, “Confidential Hotline”.
2. An anonymous complaint must provide sufficient detailed information identifying the activity and individual to initiate an investigation into Suspected Wrongdoing.
3. After an anonymous complaint is submitted, an email outlining the Suspected Wrongdoing will be sent to the ISUAA Audit Committee chair, the Chair of the Board of Directors, and Talbot Endowed ISUAA President and CEO. In the event the Suspected Wrongdoing involves any of these three individuals, then that individual will not receive such an email.
4. Investigation involving Suspected Wrongdoing as set forth in A(2)-(4) shall be conducted by the ISUAA Audit Committee Chair, the Chair of the Board of Directors and Talbot Endowed ISUAA President and CEO subject to the participation limitation in B(3).
5. Should the Suspected Wrongdoing involve any financial matter set forth in A(1):
a. The Chair of the Audit Committee, in consultation with the Chair of the Board of Directors, will initiate an investigation of the Suspected Wrongdoing. The Chair of the Audit Committee may appoint an appropriate individual to investigate the matter on behalf of the Audit Committee and Board of Directors. In the event the Suspected Wrongdoing involves the Talbot Endowed ISUAA President and CEO, the Chair of the Audit Committee will work with the Chair of the Board of Directors to determine the investigation process.
b. A written report of the findings of any such investigation of Suspected Wrongdoing pursuant to this policy will be forwarded to all members of the Audit Committee. If the Audit Committee determines further investigation is required, the matter will be referred to the Board of Directors.
6. The Chair of the Audit Committee shall acknowledge receipt of the complaint to the person who make the complaint if sent on other than anonymous terms.
7. A complaint which involves any conduct or action of Suspected Wrongdoing that is not covered in B(5) will receive immediate attention and, if the complaint appears
to be reasonably substantiated, and investigation will commence as soon as practical.
8. Discussions and documentation regarding the reports will be kept in strict confidence, consistent with the need to conduct and adequate investigation. Further, confidentiality will be adhered to as permitted by A(2)(3).
9. The custodian of records arising from any complaint of Suspected Wrongdoing, any investigation materials, any report of findings or any other documents relating to in any manner to such Suspected Wrongdoing shall be: Vice President of Operations. In the event the Director of Operations is the subject of Suspected Wrongdoing, then the Chair of the Board of Directors shall select a person in senior management of ISUAA to serve as custodian of such records. Such documents shall be kept a security level directed by Iowa State University.
10. The ISUAA will take prompt and appropriate corrective action when necessary to ensure compliance with the financial, legal, and ethical requirements relating to a reported matter.
11. Complaints received through this procedure that do not rise to the level of Suspected Wrongdoing will be referred to the appropriate supervisor, Vice President of Operations, or Human Resources as appropriate. The Chair of the Audit Committee shall acknowledge receipt of such a complaint.
Protection:
1.No retaliatory action of adverse employment consequences will be taken against an employee for reporting, in good faith and with a reasonable belief, any Suspected Wrongdoing by another employee, officer, or director of the ISUAA.:
2.Any person who receives services from or provides services to the ISUAA who submits a complaint of Suspected Wrongdoing with a good faith belief the information disclosed constitutes a violation, will not suffer adverse service consequences.
3.Any employee, officer, director, volunteer or vendor who retaliates against a person who has reported Suspected Wrongdoing as set forth in B(2), will be subject to disciplinary action up to and including termination or
removal.
4.Any complaint of Suspected Wrongdoing that, through the investigation procedure set forth above, is determined to be unsubstantiated and determined to have been filed made recklessly, maliciously or with the knowledge that the allegations were false, be treated as a serious disciplinary offense.
This policy and its procedures are subject to change at the discretion of the ISUAA Board of Directors.
Adopted by the ISU Alumni Association Board of Directors May 21, 2010. Amended by the ISU Alumni Association Board of Directors May 15, 2020.
In order to improve the internal controls of the ISUAA, the following policy on bonding shall be in effect:
1. Bonding of employees shall be done in conjunction with the Alumni Association, Iowa State University, and the state of Iowa.
2. Bonding conducted by the Alumni Association will be handled by its regular insurance carrier and in amounts recommended by that carrier and agreed upon by the Association. This shall be reviewed each year along with other insurance renewals.
3. Any cost involved in the bonding process for ISUAA or its staff shall be borne by the Association.
Adopted by the ISU Alumni Association Board of Directors on May 22, 2004.
In order to improve the internal controls of the ISUAA, the following policy on borrowing of funds shall be in effect:
1. The borrowing of funds for any reason will be done only with the approval of the Board of Directors.
2. Any borrowing of funds shall be signed by any two (2) of the following four (4) individuals:
a. Talbot Endowed ISUAA President and CEO
b. Board chair
c. Vice chair of finance
d. Treasurer
Adopted by the ISU Alumni Association Board of Directors on May 22, 2004.
At the end of each fiscal year, the Finance Committee reviews revenue and expenses and recommends to the Board of Directors if all or some of the surplus should remain invested in existing cash balances, or should be transferred to the ISU Alumni Association Operating Reserve Fund, the ISU Alumni Center Capital Maintenance Fund, and/or other use(s) as directed by the Board of Directors.
Adopted by the ISU Alumni Association Board of Directors on Feb. 5, 2005, and amended on Feb. 15, 2019.
The Executive Committee has authority to approve expenditures up to $50,000 within any fiscal year to timely capture unique/new opportunities for the Alumni Association without Board of Directors approval. The Executive Committee will communicate such action to the Board of Directors at or before the next Board of Directors meeting.
Adopted by the ISU Alumni Association Board of Directors on Feb. 5, 2000, and amended on Feb. 15, 2019.
No Board director will receive compensation or reimbursement for services rendered to the ISUAA or Iowa State University, except as set forth below. From time to time, reimbursements will be approved due to service rendered to the ISUAA or the university beyond the scope of normal expectations. Such reimbursement will follow current university guidelines. The Talbot Endowed ISUAA President and CEO or the Board chair must approve, in writing, such reimbursement in advance. Following completion of such services, said Board directors have up to fourteen (14) days thereafter to submit a voucher itemizing expenses to the ISUAA’s vice president of finance for reimbursement. The Talbot Endowed ISUAA President and CEO will be responsible for final review of Board directors’ reimbursement vouchers before payment. Non-reimbursed travel and related expenses of any Board director may be deductible under current Internal Revenue Service guidelines as a charitable contribution.
Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004.
The ISUAA federal tax return is a public document. The return is considered an information return. It is filed with the Internal Revenue Service annually and discloses required IRS information.
The ISUAA audit committee engages an independent audit firm to review and finalize the ISUAA’s tax returns. As part of this engagement, the audit committee will review and approve the federal return.
In addition to the audit committee’s action, the chair of the executive committee will appoint a sub-group consisting of the chair of the finance committee, chair of the governance committee, and a third Board director. This sub-group will review and recommend to the executive committee approval of the federal tax return. The executive committee will report its action to the full Board. The federal tax return will be made available to the full Board for review before the return is filed. Board approval is not required.
Adopted by the ISU Alumni Association Board of Directors on May 21, 2010.
The Iowa State University Alumni Association bylaws require all Board directors belong to the Alumni Association. Board directors are further encouraged to make Iowa State University and/or the ISU Alumni Association a consideration in their personal giving. Board directors are also encouraged to be involved in fundraising by using their personal and business connections when appropriate and may be asked to help solicit funds and/or assist with fundraising and/or attend fundraising events.
Adopted by the ISU Alumni Association Board of Directors on Feb. 27, 2004, and amended on May 21, 2010.
The Iowa State University Alumni Association utilizes investment income as a revenue source to fund annual operations.
These investment funds include:
Endowments restricted by donor intent for specific or general programmatic support. These funds will be invested in the ISU Foundation’s endowment pool, according to the ISU Foundation’s long-term investment policy. Annually, the Finance Committee will review the status of the Iowa State University Alumni Association investments and report the status of donor intentions to the Board.
Unrestricted reserve funds designated by the Board for a specific purpose, including the:
ISU Alumni Association Life Members Fund. These funds will be invested in the ISU Foundation’s endowment pool, according to the ISU Foundation’s long-term investment policy.
ISU Alumni Center Capital Maintenance Fund. These funds will be invested in the ISU Foundation’s intermediate endowment pool, according to the ISU Foundation’s intermediate-term investment policy.
Refer to the Life Members Fund Policy and ISU Alumni Center Capital Maintenance Fund Policy for additional information.
Operating reserves, consisting of undesignated, unrestricted cash, certain receivables, assets, and investments available for current expenses. These funds include:
ISU Alumni Association Operating Reserve Fund. These funds will be invested in the ISU Foundation’s endowment pool, according to the ISU Foundation’s long-term investment policy.
Working Capital, consisting of unrestricted cash, certain receivables, and other assets. These funds may be invested in a federally-insured bank account or certificates of deposit, repurchase agreements whose underlying collateral consists of obligations of the United States government, its agencies, and instrumentalities, or in the ISU Foundation’s short-term operating pool, according to the ISU Foundation’s short-term investment policy. Repurchase agreements do not include reverse repurchase agreements.
For Repurchase Agreements to be authorized: The ISU Alumni Association must take delivery of the collateral either directly or through an authorized custodian or the collateral must be held at a third-party custodial account separate from the bank’s assets. Repurchase Agreements must be backed by at least 105% collateral
Refer to the Operating Reserve Policy for additional information.
Adopted by the ISU Alumni Association Board of Directors on May 16, 2003; amended on May 15, 2009, May 21, 2010, Feb. 15, 2019, and May 21, 2021.
The ISU Alumni Association has a large investment in the facility of the Alumni Center building and grounds. The intent of the ISU Alumni Center Capital Maintenance Fund is:
1) to recognize the need to replace, renovate, upgrade, or make repairs, in order to improve, or extend the life of the Alumni Center facility and equipment;
2) to not place a burden on the organization’s operating revenue streams; and
3) to maintain effective operation of programs in the Alumni Center.
This may involve structural, mechanical, architectural, electrical, audio visual, and other building, furniture, and equipment expenditures.
This fund was established in accordance with the Association’s Articles of Incorporation. This fund is board-designated, and the Board of Directors or the Talbot Endowed ISUAA President and CEO or his/her designee may authorize expenditures from this investment fund at any time in order to pay Alumni Center expenses related to the stated purpose of this fund in the furtherance of its objectives and purposes.
The Vice President of Finance, in consultation with the Talbot Endowed ISUAA President and CEO, will review facility needs, annually, prioritizing needs for continued Alumni Center operation, required facility functionality, and needed repairs to avoid possible further damage or cost to the facility. This information will be communicated to the Finance Committee and the Board of Directors. A minimum balance equal to 100% of identified possible needs for the subsequent seven (7) years will be maintained.
Should the balance fall below the minimum balance at the end of a fiscal year, the Finance Committee will review possible actions for remedy.
1. The transfer or withdrawal of funds from the ISU Alumni
Center Capital Maintenance Fund should be done only as needed and in amounts authorized by the Talbot Endowed ISUAA President and CEO or his/her designee. And such action will be reported to the Board of Directors before or at their next meeting.
2. Any transfer or withdrawal shall be signed by any two (2) of the following four (4) individuals:
a. Talbot Endowed ISUAA President and CEO
b. Vice President of Operations
c. Executive Assistant to the Talbot Endowed ISUAA President and CEO
d. Vice President of Finance
Adopted by the ISU Alumni Association Board of Directors Feb. 15, 2019.
Once a life membership is fully paid, the life member enjoys the privileges of membership for life with no additional funding required. The intent of the ISU Alumni Association Life Members Fund is to recognize that there is a cost to the Alumni Association with respect to serving life members and to maintaining a certain level of net assets that are reserved for the specific purpose of serving life members.
This fund was established in accordance with the Association’s Articles of Incorporation. This investment fund is board-designated and the Board of Directors may authorize expenditures from this investment fund.
The fund balance shall be maintained at a level that would provide basic benefits to current life members of the Association for a period not to exceed the average life expectancy of the Association’s current life members. A rate of return, not to exceed the Foundation’s long-term investment return goal, will be used in estimating the required fund balance and is calculated annually. Should the fund balance fall below the minimum level for more than four (4) consecutive quarters, the Finance Committee will make a recommendation to the Board of Directors regarding the course of action that may need to be taken.
Any balance in excess of 120% of the minimum level defined in the prior paragraph, will be considered funds not designated by the Board of Directors for other purposes.
1. The transfer or withdrawal of funds from the ISU Alumni Association Life Members Fund should be done only as needed and in amounts authorized by the Board of Directors.
2. Any transfer or withdrawal shall be signed by any two (2) of the following four (4) individuals:
a. Talbot Endowed ISUAA President and CEO
b. Vice President of Operations
c. Executive Assistant to the Talbot Endowed ISUAA
President and CEO
d. Vice President of Finance
As stated in Article V, Section 1 of the ISU Alumni Association bylaws, and reaffirmed at the Oct. 20, 2000, Board of Directors meeting. Adopted by the ISU Alumni Association Board of Directors May 21, 2010 and amended Feb.15, 2019.
Operating reserves are unrestricted funds, or funds not designated by the Board of Directors for other purposes, set aside to stabilize the Association’s finances by providing flexibility and a safety net against unexpected cash flow shortages, expenses, or losses, including but not limited to when:
• operating shortfalls occur;
• unexpected emergencies or losses occur;
• replacement or improvement of major capital assets including technology upgrades as required;
• capital is needed to start new activities, take advantage of unexpected opportunities, or to enhance programming;
• losses on investments cause reduced investment earnings, thus providing the Association the ability to carry out activities that will achieve its mission while also developing and maintaining capacity for mission relevance in the future.
Reserves may consist of unrestricted (undesignated) cash, certain receivables, investments, or other assets that can be converted into cash quickly.
Current operating working capital includes cash, proceeds of certain receivables, or other assets held in ISUAA bank accounts, other short-term investments, or held in accounts authorized at the ISU Foundation or Iowa State University, on behalf of the ISUAA. These funds are not donor-restricted or Board-designated for specific purposes. These reserves are liquid and may be available for current operating expenses immediately or within 30 days.
The Association also maintains the ISU Alumni Association Operating Reserve Fund, managed by the Iowa State University Foundation.
This fund was established in accordance with the Association’s Articles of Incorporation. This fund is boarddesignated, and the Board of Directors may authorize expenditures from this fund at any time in order to pay current expenses of the corporation or in the furtherance of its objectives and purposes.
Funds in excess of 120% of the required minimum requirement in the ISU Alumni Association Life Members Fund will be considered funds not designated by the Board of Directors for other purposes, within compliance of the Life Members Fund Policy.
Long-term operating reserve funds may be available for current operating expenses within 90 days.
The minimum operating reserve in the ISU Alumni Association Operating Reserve Fund will be an amount to be set as an “emergency reserve” equal to 90 days of budgeted operating expenses.
1. The transfer or withdrawal of funds from the ISU Alumni Association Operating Reserve Fund should be done only as needed and in amounts authorized by the Board of Directors, and in accordance with the Working Capital Deficit Policy.
2. Any transfer or withdrawal shall be signed by any two (2) of the following four (4) individuals:
a. Talbot Endowed ISUAA President and CEO
b. Vice President of Operations
c. Executive Assistant to the Talbot Endowed ISUAA President and CEO
d. Vice President of Finance
Adopted by the ISU Alumni Association Board of Directors on Feb. 15, 2019.
In the event the ISUAA requires additional working capital for current operating expenses, the transfer or withdrawal of funds from the ISU Alumni Association Operating Reserve Fund should be done in amounts authorized as follows:
1) The Talbot Endowed ISUAA President and CEO or his/her designee, with the approval of the Executive Committee, is authorized to withdraw funds from the ISU Alumni Association Operating Reserve Fund, not to exceed $50,000, in any given twelve (12) month period.
2) Withdrawals above $50,000, in any given twelve (12) month period, require approval of the Board of Directors.
3) All withdrawals from the ISU Alumni Association Operating Reserve Fund will be reported to the Finance Committee and the Board of Directors at the meeting following the withdrawal.
Refer to the Operating Reserve Policy for additional details.
Approved transfers or withdrawals from the ISU Alumni Association Operating Reserve Fund shall be signed by any two (2) of the following four (4) individuals:
a. Talbot Endowed ISUAA President and CEO
b. Vice President of Operationss
c. Executive Assistant to the Talbot Endowed ISUAA President and CEO
d. Vice President of Finance
Adopted by the ISU Alumni Association Board of Directors on Feb. 15, 2019.
The Iowa State University Alumni Association seeks to collect books, artifacts, and memorabilia that promote the traditions of Iowa State, tell the story of Iowa State and the accomplishments of its graduates, and preserve the history of Iowa State. Artifacts and memorabilia in the ISU Alumni Association collection are meant to be viewed (and books browsed) by visitors, and this collection is not meant to supplant the University Archives within the ISU Library. Items desired for the ISU Alumni Association collection should be in fair and original condition. The ISUAA will limit the collection to items that can be reasonably well preserved, cared for, stored, and displayed.
The ISUAA wishes its collection to fully represent the history of Iowa State across all decades and all academic and extracurricular experiences. Artifacts related to the following areas are of particular interest to the ISUAA include, but are not limited to:
1. Publications
a. Books written by or about ISU graduates or students b. Books of general interest about Iowa State or the state of Iowa
2. The Bomb yearbook, published by ISU from 1894 -1994 has now been digitized by the ISU Archives and every issue is available at http://digitalcollections.lib.iastate. edu. Donations of print copies are no longer needed for the ISU Alumni Center memorabilia collection. We are looking for unique items which highlight the memories and traditions such as:
a. Letter sweaters and other clothing
b. Homecoming and VEISHEA buttons; other buttons
c. Class rings and other Iowa State jewelry d. Pennants
e. Letters
f. Scrapbooks and photo albums
g. Items depicting VEISHEA, Homecoming, and other campus activities
h. Select campus photographs and photos of student life at Iowa State (Note: Most donations of photos will be sent to the University Archives.)
i. Memorabilia related to fraternities and sororities, student housing, and student organizations (Note: University Archives houses all papers and documents associated with student organizations.)
j. Items related to campus icons (i.e., the Campanile)
k. Iowa State glassware
1. Call: Anyone wishing to discuss a potential donation should call the ISUAA toll-free at 1-877-ISU-ALUM (478-2586) or locally at 294-6525
2. Email: A donor’s first contact may also be through an email to the ISUAA. Information and/or questions about a donation should be directed to alumni@iastate.edu
3. Drop by: Although the ISUAA discourages the dropping of items without first inquiring about the donation, it is acceptable for donors to simply drop by with their item(s), or to drop by and visit with us about the donation.
Process for determining if items will be included in the collection
1. The ISUAA staff, using the collection guidelines established by the ISUAA Board of Directors outlined above, will determine whether or not the item fits the ISUAA collection.
2. If the item is accepted, the donor may drop the item off or mail it to the ISU Alumni Center.
3. If an item is left for evaluation and the item is not accepted, the donor must pick the item up, pay for its return shipping, or allow the ISUAA to dispose of the item (see “alternative outcomes” below). Items will be held for only one month, unless other arrangements have been made.
4. In rare circumstances, a member of the ISUAA staff will travel to the donor’s home or business to evaluate and/or pick up items that are large, fragile, or numerous if the donor is unable to deliver the item(s).
If the item is accepted for the collection
1. The item will become a part of the ISU Alumni Association collection.
2. Most items will be displayed in the ISU Alumni Center or stored in the Center.
3. In some circumstances, the item will be loaned to another ISU entity for display (i.e., University Museums, University Archives, Department of Athletics) or stored in another ISU location (i.e., University Archives) but remain in the ISUAA collection.
4. If an item is deemed too rare or fragile for the ISUAA collection, it will be transported for permanent housing in the University Archives. This includes most photographs.
5. The ISUAA reserves the right to eliminate any item at any time from its collection (see “alternative outcomes” below). By gifting the item to the ISUAA collections, the donor waives the right to restrict the item’s use unless specifically agreed upon in writing at the time of the donation.
1. The item will not be accepted, and it will remain with the donor.
2. The item will not be accepted, but the donor will be advised to inquire about including the item in the University Museums or University Archives collections.
3. The item will be accepted but not included in the collection. In this situation the item may be included in a silent auction to raise funds for Association programs, warehoused, sold, or destroyed. The donor will approve the use of the items unconditionally upon donation.
Whether an item is accepted or refused, the ISUAA staff will acknowledge each donor in writing. A copy of all acknowledgements will remain on file at the ISU Alumni Center.
The ISUAA will respect all requests for anonymity as it relates to donor recognition of items donated to the ISU Alumni Center.
Everyone is eligible and welcome to rent space in the ISU Alumni Center.
Rental rates are based on three levels of pricing: public/ business, University (for University-related entities), and registered student organizations.
Members of the ISU Alumni Association (ISUAA) and Future Alumni Network (FAN; formerly known as Student Alumni Association), as a member benefit, will receive a 10 percent discount off the public/business rental rate.
Business members of the ISU Alumni Association, as a business member benefit, receive a 10 percent discount off the public/business rental rate for business use.
Student Organizations: University-sanctioned student organizations are welcome and encouraged to utilize space at the ISU Alumni Center for organization meetings, group projects, events, etc. (subject to availability). Student organization rates have been established and reflect a discounted and affordable rate. Student organizations are expected to follow all facility guidelines and policies.
The office hours of the ISU Alumni Association are Monday through Friday, 8:00 a.m. to 5:00 p.m. The ISUAA generally follows the university’s flexible hours for spring break, summer, Thanksgiving, and winter break. Spring break week and Thanksgiving week will have office hours of 7:30 a.m. to 4:00 p.m. The summer schedule (7:30 a.m. to 4:00 p.m.) will generally begin the second week after spring graduation. Winter break office hours will be announced in early December.
Events scheduled at the building may begin no earlier than 7:00 a.m. on any day of the week and must end by midnight. The building must be vacated by 12:30 a.m. The ISU Alumni Center will be locked during all non-business hours except for one-half hour prior to a scheduled event and continuing until the conclusion of that event. Exceptions to set hours will be approved by the events staff.
Reservations at the ISU Alumni Center must be scheduled in advance through the events staff. Inquiries can be made via phone to 515-294-4625, or via e-mail at alumnicenter@iastate.edu.
Following an inquiry and booking, an agreement with quoted costs will be forwarded for signature. Deposits are only required for wedding packages. All reservations will be made on a first-come basis and will be based on availability of space and compliance with the guidelines of this policy. Client understands the ISUAA will evaluate all fall reservation dates by January 31 of the year in which the event is scheduled to occur, and monthly thereafter as needed, to determine whether client reservation date conflicts with ISUAA Cyclone Central Football Tailgate or Homecoming schedules. Should a conflict arise once the fall football schedule is published and the official dates have been announced or are modified, the ISUAA reserves the right to change the client reservation to a mutually agreed alternate date where the client event will not be in conflict with the ISUAA Cyclone Central Football Tailgate or Homecoming schedules. Date changes will be based on availability, and the ISUAA may not be able to accommodate the requested date change. In the event the ISUAA changes a reservation date or is unable to accommodate a requested change, client will not be held liable for cancellation fees.
Deposit: To confirm a reservation for a wedding package, a deposit in the amount of half of the rental fee and a signed rental agreement are required. Deposits and signed rental agreements for non-university events must be received within two weeks of the date on which the reservation was made. If a deposit and rental agreement are not received within two weeks of booking, the reservation will be canceled and the space will be available to other groups.
Each meeting or scheduled event must have a contact person who will be:
• Present at the event from beginning to end
• Responsible for the behavior and demeanor of the guests
• The spokesperson for the group
• Responsible for any damages and/or property loss incurred during the event
Proof of liability insurance may be required.
Clean-up: All clients are responsible for leaving the ISU Alumni Center orderly after use and are responsible for any damages incurred. An additional clean-up charge may be assessed for spaces not left in a satisfactory condition, as determined by the events staff and addressed in the rental contract.
Set-up and Staffing Policy: The events staff will verify that there is adequate time and staffing to set up the requested event before it is confirmed and contracted.
• The ISU Alumni Center staff will ensure that the contracted areas are set up to the client’s specifications prior to the event at the time specified on the rental contract.
• An ISU Alumni Center staff person will be on-site for all events. The client will not be charged for staff time for events contracted outside normal business hours.
• Setup requests must be made in advance with the events manager and must be finalized at least two weeks prior to the event date.
• Additional fees may be charged for changing layout or equipment needs less than 24 hours prior to an event.
Restrictions: Some restrictions not listed may apply at the discretion of the events staff, but will be discussed beforehand with the client.
Acceptable forms of payment are credit card (Visa, Master Card, Discover, and American Express), checks, or cash. If paying by check, make payable to “Iowa State University Alumni Association.” University departments or student organizations may pay by intramural or a University p-card.
The total bill and/or the remaining balance is due five working days prior to the event. The client will be billed for any charges after payment has been received. Unpaid balances remaining after 30 days from the balance due date shall be subject to a late charge. Late charge is 1.5% per month. The ISUAA reserves the right to require additional deposits and credit references for clients using the ISU Alumni Center.
Cancellations will be accepted provided that notification is given in writing to the events staff. The ISUAA reserves the right to charge the client for any costs incurred prior
to cancellation. Contact the Alumni Center staff for more information on cancellation fees.
Each client shall indemnify and hold harmless the ISUAA, Iowa State University, and the Board of Regents, State of Iowa and its agents and employees against any and all damages, claims, and liability due to loss of the property of others, or any other liability arising out of its use of the ISU Alumni Center.
Parking is available in the Iowa State Center parking lot east of the ISU Alumni Center and will be discussed with the client during the rental process. If events are being held at the Iowa State Center (Hilton Coliseum, Scheman Building, Stephens Auditorium, Fisher Theater, Jack Trice Stadium, and/or other entities occupying the parking lot for events), parking will be available on a first-come basis. Parking will not be available on football game days.
Handicap-accessible parking spots are available on both the east and west sides of the ISU Alumni Center.
Alumni planning to visit campus are encouraged to make the ISU Alumni Center their first stop. Transportation is available by utilizing CyRide to access campus. Please refer to the CyRide website for additional information about transportation from the commuter parking lot (Ann Campbell Transit Station, just southeast of the ISU Alumni Center) to various locations on campus.
Audio-visual equipment and white linens are available for rent through the ISU Alumni Center. Arrangements for these rental items must be made in advance, preferably at the time of the reservation with the events staff. Audio-visual equipment from an outside vendor cannot be used without advance approval from the events staff. Specific capabilities and a list of prices are available upon request. ISUAA staff will be responsible for basic equipment setup. If needed, a technician can be provided for an additional fee.
Linens including white tablecloths and white chair covers are available for rent through the ISU Alumni Center. ISUAA Staff will be responsible for basic linen setup. If your event
requires another color of table linens or chair covers, please work with the event staff. If events staff approves items to be brought in, the client will be responsible for arranging a drop-off and pick up time with the events staff.
All equipment and/or linens rented in the ISU Alumni Center are the responsibility of the client, who will be held responsible for damages incurred
All food and beverages must be contracted through an approved ISU Alumni Center caterer. No food or beverage may be brought to the ISU Alumni Center from any other source, which includes personal baked/cooked items. If food and/or beverage is brought onto the premises by a part other than an ISU Alumni Center approved caterer, a penalty fee of $500 will be charged to the client.
ISU Alumni Center caterers will be responsible for all personnel, materials, and supplies required for the preparation and service of food and beverages.
Caterers are charged 10% of the total food and beverage costs as a facility use fee to cater at the Alumni Center. Caterers may choose to simply add 10% to the bill or build it into the food and beverage costs.
All china service (plates, silverware, goblets, and napkins) is required to be provided by one of the approved caterers.
For information about wedding cakes, refer to the wedding policy at the end of this document. Clients should work directly with the approved caterers for information regarding availability, pricing, and menus.
Before serving alcohol, approval must be obtained from the events manager. A request for alcoholic beverage service must be completed and submitted to the events staff. The ISUAA strongly adheres to the laws and regulations of the State of Iowa pertaining to service and the consumption of alcohol. If the event is approved for service of alcoholic beverages, the following requirements will govern the event:
• Alcohol may be served at wedding receptions.
• All alcohol must be arranged through an approved ISU Alumni Center caterer two (2) months prior to the event.
• No alcoholic beverages may be brought to and/or consumed at the ISU Alumni Center by a party other than the approved caterer.
• Only persons of legal drinking age may possess, be served, or be permitted to consume alcoholic beverages.
• When alcoholic beverages are served, non-alcoholic beverages and food must also be made available to guests.
• Alcoholic beverages are not allowed beyond the ISU Alumni Center grounds.
The ISU Alumni Center and its grounds are smoke-free.
Certain events may require the services of certified Department of Public Safety (DPS) officers, campus security assistants, or police aides at an additional charge to the client. This will be arranged by the events staff if required for the event and added to the client’s final invoice. ISUAA staff, in case of a medical emergency, will contact security and/or Mary Greeley Medical Center.
All decorations and furniture arrangements must be approved and coordinated in advance with the events staff. Final furniture arrangement must be confirmed two weeks prior to the event.
• Decorations may not be affixed to the walls, ceilings, banisters, doors, or stairways of the ISU Alumni Center unless approved in advance by the events staff.
• Nails, hooks, tacks, screws, and bolts may not be used on any surface, wall, floor, or furnishing at the ISU Alumni Center. Painters’ tape and Post-It flip chart pages are the only items that may be affixed to the wall.
• No glitter, sprinkles, confetti, or fog machines will be allowed in the ISU Alumni Center or exterior grounds.
• No posters or banners will be permitted on the ISU Alumni Center building exterior or grounds without the consent of the events staff.
• Use of candles is restricted to enclosed flames (e.g. votive or hurricane lamp). The flame must be at least one inch from the top of the container or floating in water.
•
The ISU Alumni Center staff reserves the right to prohibit the use of other items, decorations, or equipment on the ISU Alumni Center property.
• All decorations must be removed and cleaned up at the conclusion of the event.
All deliveries must be coordinated through the events staff. The ISUAA cannot assume any responsibility for items left by the caterer, rental company, or client.
If dancing is to be a part of the event, clients must rent the ISUAA dance floor through the events staff.
The use of live music, as well as sound amplification systems inside or outside the ISU Alumni Center, is subject to the approval of the ISUAA and must be cleared through the events staff.
All advertising material is subject to the approval of the ISUAA prior to the placement of such advertising. All advertising space on the premises is the exclusive property of the ISUAA. If a client or organization advertises, promotes, or sells an event to the general public, said individual or group agrees to clearly identify himself/herself/ itself as the promoter, producer, presenter, or organizer in all advertising, promotions, and sales and will advertise the event as being held at the “Iowa State University Alumni Center.”
• Clients will have access to authorized areas only as specified in the rental contract.
• The client, members, supporters, and participants will not have access to office spaces throughout the building, including the front desk reception areas during the contracted event. Computers, telephones, and other equipment in these offices and at the front desk are not available for event and/or participant use.
• The client is responsible for keeping its various members, supporters, and participants within the authorized contracted areas.
• The client or responsible party identified in the contract must be present for the specified time in the contract and will accept full responsibility for any damage and/or missing property.
• The client is responsible for informing guests, volunteers, and participants, as well as all others involved with the event, about the ISU Alumni Center policies and procedures.
Use of the ISU Alumni Center grounds is restricted to groups that have reserved the space through the ISUAA. All guidelines pertaining to use of the interior rooms of the ISU Alumni Center are also in effect for the outside grounds. Tents and other external needs must be arranged by the events staff. The following rules must be followed:
• No smoking on the grounds. Iowa State University's campus and grounds are smoke-free.
• Sound systems may not be used outside the ISU Alumni Center without approval by the events staff.
• Alcoholic beverages are not allowed beyond the ISU Alumni Center grounds.
• Damages to the grounds will result in additional costs to the user.
Use of the Newlin Terrace is restricted to groups that have reserved the space through the ISUAA. All guidelines pertaining to use of the interior rooms of the ISU Alumni Center are also in effect for the Newlin Terrace. Alcoholic beverages are not allowed beyond the Newlin Terrace. Refer to the Grounds Policy (20) for additional information.
The fireplaces are available for use and must be operated by one of the Alumni Center staff. Prior arrangements must be made through the events staff.
Children are welcome at the ISU Alumni Center. If the child is under 16 years of age, he/she must be under the supervision of a responsible adult at all times. All event attendees, including children, must limit their use of the building to the designated area for the event and associated
hallways and restrooms unless special arrangements have been made.
Animals are not allowed in the ISU Alumni Center or on its grounds, except for those licensed to assist persons with disabilities.
The ISUAA reserves the right to deny use or future use of its facilities to any person or organization not complying with the ISUAA’s policies and procedures.
All general policies apply to the Alumni Center Weddings/Wedding Receptions policies.
Requests to enter the facility for decorating the prior evening are subject to approval by the events staff and will incur additional costs. All events must be concluded no later than midnight. The building must be vacated by 12:30 a.m.
All food and beverages brought to and/or consumed at the ISU Alumni Center must be contracted through an ISU Alumni Center approved caterer.
No food or beverages may be brought to the ISU Alumni Center from any other source, which includes personal baked/cooked items. If food and/or beverage is brought onto the premises by a part other than an ISU Alumni Center approved caterer, a penalty fee of $500 will be charged to the client.
Wedding cakes and mints may be brought into the Alumni Center provided they are coming from a licensed vendor and arrangements have been made through the events staff.
Before serving alcohol, approval must be obtained from the events staff. The ISUAA strongly adheres to the laws and regulations of the State of Iowa pertaining to alcohol and the consumption of alcohol. If the event is approved for service of alcoholic beverages, the following requirements will govern the event:
• All alcohol must be arranged and served through an approved ISU Alumni Center caterer two (2) months prior to the event.
• No alcoholic beverages may be brought to and/or consumed at the ISU Alumni Center by a party other than the approved caterer.
• Only persons of legal drinking age may possess, be served, or be permitted to consume alcoholic beverages.
• When alcoholic beverages are served, non-alcoholic beverages and food must also be made available to guests.
• Alcoholic beverages are not allowed beyond the ISU Alumni Center grounds.
All decorations and furniture arrangements must be approved and coordinated in advance with the events staff. Final furniture arrangement must be confirmed two weeks prior to wedding.
• Decorations may not be affixed to the walls, ceilings, banisters, doors, or stairways of the ISU Alumni Center unless approved in advance by the events staff.
• Nails, hooks, tacks, screws, and bolts may not be used on any surface, wall, floor, or furnishing at the ISU Alumni Center. Painters’ tape and Post-It flip chart pages are the only items that may be affixed to the wall.
• No glitter, sprinkles, confetti, or fog machines will be allowed in the ISU Alumni Center or exterior grounds.
• Flowers, glitter, sprinkles, confetti, petals, rice, birdseed, wheat, and other similar materials may not be tossed as you exit the room, building, or grounds.
• No posters or banners will be permitted on the ISU Alumni Center building exterior or grounds without the consent of the events staff.
• Use of candles is restricted to enclosed flames (e.g. votive or hurricane lamp). The flame must be at least one inch from the top of the container or floating in water. Candles will be lit and blown out by events staff.
• The ISU Alumni Center staff reserves the right to prohibit the use of other items, decorations, or equipment on the ISU Alumni Center property.
• All decorations must be removed and cleaned up at the conclusion of the event.
If dancing is to be a part of the reception, clients must rent the ISUAA dance floor through the events staff.
All general policies apply to the Alumni Center West Lawn usage.
The rental fee includes access to the building, for the use of restrooms, during the reserved times. Requests to enter the facility prior to the reserved time must be approved by the events staff and will incur additional costs. Client must vacate the property when the reserved time ends. There is no alternative rain location for inclement weather.
The client is responsible for the cost of all tents, tables, and chairs, which must be rented through the ISU Alumni Center vendor. The events staff will work with the client to arrange for the ordering, delivery, setup, and pick-up of the equipment through the vendor. All rental equipment must be paid for two weeks prior to the event. If the event is cancelled after this time, the client will incur the full cost of equipment. The client is responsible for the cost of utility locates for any tent put on the Alumni Center West Lawns.
All food and beverages at the ISU Alumni Center must be contracted through an ISU Alumni Center approved caterer. No food or beverages may be brought to and/or consumed in the building or on its grounds from any other source, which includes personal baked/cooked items. If food and/ or beverage is brought onto the premises by a party other than an ISU Alumni Center approved caterer, a penalty fee of $500 will be charged to the client.
Before serving alcohol, approval must be obtained from the events staff. A request for alcoholic beverage service must be completed and submitted to the events staff. The ISUAA strongly adheres to the laws and regulations of the State of
Iowa pertaining to alcohol and the consumption of alcohol. If the event is approved for service of alcoholic beverages, the following requirements will govern the event:
• All alcohol must be arranged and served through an approved ISU Alumni Center.
• No alcoholic beverages may be brought to and/or consumed at the facility or on its grounds by a party other than the approved caterer.
• Only persons of legal drinking age may possess, be served, or be permitted to consume alcoholic beverages.
• When alcoholic beverages are served, non-alcoholic beverages and food must also be made available to guests.
• Alcoholic beverages are not allowed beyond the ISU Alumni Center grounds.
All decorations, signage, and equipment arrangements must be approved and coordinated in advance with the events staff. Final setup and requests must be confirmed two weeks prior to the event.
No posters or banners will be permitted on the ISU Alumni Center building exterior or grounds without the approval of the events staff.
All decorations and signage must be removed at the conclusion of the event.
All general policies and Alumni Center West Lawn policies apply to the West Lawn Tailgate (game day) reservations.
• Tailgates can be reserved at each home football game based on availability.
• Events must be booked and confirmed 2 months prior to the event date if alcohol will be served at the event.
• Access will be granted 4 hours prior to the game (which includes decorating and setup) until game time. There will be no access after the game.
• The tent company will deliver and set up the equipment on Friday and remove Monday. Tables and chairs will be set according to the diagram; caterers and client can adjust as needed.
• No alcohol may be brought in or taken outside the gates. No alcohol can be brought into or removed from the Alumni Center without prior approval from the events staff.
• There is no alternative rain location in the building or refund for inclement weather.
All policies as to ISU Alumni Center were adopted by the ISU Alumni Association Board of Directors on Aug. 23, 2008 and amended on Feb. 22, 2013.
ISUAA Programs & Services 121
ISUAA Major Metropolitan Cities ................................. 122
ISUAA FY23 Contracted Services 122
ISUAA Staff Leadership Team 123 Staff ........................................................................ 124
ISUAA FY23 Operating Budget 130 2022-2023 ISU Tuition and Fees ................................... 132
ISUAA Organizational Chart 133
The ISU Alumni Association has committed to do programming annually in these five (5) cities due to the large number of alumni who reside in them:
• Chicago
• Denver
• Kansas City
• Omaha/Council Bluffs
• Twin Cities
Legal services (Dentons Davis, Brown; Interim Deborah Tharnish)
Records, updating, imaging (ISU Foundation)
Online alumni community and website (iModules)
(McGladrey)
Insurance (LeMair-Mulock-Condon Co.)
Iowa State Alumni App and Traditions App (Mobile Up)
ISUAA Discount App (Alumni Access)
Financial Server/Software Hosting (Blackbaud)
Merchant services (Cybersource-Authorize.net)
Lora and Russ Talbot Endowed
President & CEO (515) 294-4762 jjohnsn@iastate.edu
PhD '14 Education Life Member Sustaining Donor
Jeff was named president and CEO of the ISU Alumni Association in September 1999. He has more than 35 years of higher education experience. Jeff oversees all Alumni Association programs, is secretary to the Stanton Memorial Carillon Foundation, publisher of all Alumni Association publications, an ex-officio member and officer to the Alumni Association Board of Directors, a member of the President’s Cabinet, and the Alumni Association’s liaison to the university and its affiliate organizations. In 2015, he became the Association's inaugural Lora and Russ Talbot Endowed President and CEO.
Vice President of Business Development & Constituent Engagement
(515) 294-9310 shelliea@iastate.edu
'88 Marketing Life Member
Shellie joined the Alumni Association staff in 2002 as assistant director for membership and marketing. In her current position as vice president, she oversees all Alumni Association business development -- including travel, merchandise, and affinity partnerships, as well as all outreach and constituent engagement programs -- including clubs, events, and student programs.
Senior Vice President of Administration (515) 294-6562 sfoote@iastate.edu
'90 Graphic Design Life Member Sustaining Donor
Shannon joined the Alumni Association staff in April 2016 as vice president. She directs the Association's strategic planning, marketing, membership, sponsorship, and communications initiatives along with overseeing the Sustaining Donor program. Prior to joining the Alumni Association staff, she was the director of client services at AMPERAGE Marketing in Cedar Falls, Iowa, working with key clients in areas such as non-profit organizations, health care, higher education, and finance.
Vice President of Operations (515) 294-6515 telston@iastate.edu
'09 Marketing Life Member
Tom joined the ISU Alumni Association staff in April 2018. In his role as vice president of operations, his primary responsibility is to oversee office management functions for the organization. He previously spent several years as a health care administrator and is the owner of Thrive at Home, LLC.
Vice President of Finance
(515) 294-5085 acrabbs@iastate.edu
Spouse: Amy (’12 liberal studies)
Amy joined the ISU Alumni Association staff in July 2022 as vice president for finance. In this role, her primary responsibility is to oversee financial duties for the organization. This includes coordination of the annual independent audit, preparation and oversight of the annual budget, and finance liaison for the association to the ISU Foundation. Prior to joining the Alumni Association staff, she spent ten years in governmental accounting and finance.
Director of Member Services
(515) 294-5092 ekieffer@iastate.edu
Emily joined the ISU Alumni Association staff in January 2018 from Prairie Meadows Racetrack and Casino, where she worked as marketing and promotions coordinator. In her current role, she coordinates the ISU LegaCY Club, ISU Alumni Association member discounts, and works with special membership outreach and recruitment efforts aimed at young alumni and at ISU faculty and staff, as well as all membership outreach through the Iowa State Alumni App.
Executive Assistant
(515) 294-4762 heidil@iastate.edu
Heidi joined the ISUAA staff in July 2013. As executive assistant, Heidi provides administrative support to the Lora and Russ Talbot Endowed ISUAA President and CEO. She also coordinates the work of the ISUAA Board of Directors, key board committees, The Circle, The Leadership Guild, Stanton Memorial Carillon Foundation, and does special internal projects.
OLLI & Retirees Assistant (515) 294-5790 hbristow@iastate.edu
Heather joined the ISU Alumni Association staff in July 2021. She has previously held positions in general office staff and accounting capacities. In her current position, she will assist the director of OLLI to process membership and registration materials, compiling information for various communication efforts, and administering learning opportunities for persons ages 50 and older.
Accounting Assistant
(515) 294-2833 dcarroll@iastate.edu
Annual Member
Member Services Staff Assistant
(515) 294-2648 krystalc@iastate.edu
Life Member
Debra joined the ISU Alumni Association in March 2015. She was previously employed as an accounts payable clerk for Pritchard Bros. in Boone, Iowa. She has an AAS accounting degree from Des Moines Area Community College. In her current role, Debra completes daily and online deposits, provides administrative payments for all vouchers submitted by staff, and assists in preparing financial reports and maintains financial systems and updates. She is secretary for the Board of Directors' Finance Committee.
Krystal joined the Alumni Association staff in October 2017. She assists with the membership, merchandise, and benefit management functions of the Alumni Association. Her responsibilities include membership billing, membership inquiries, and record keeping.
Manager of Travel & Young Alumni (515) 294-5775 laineyc@iastate.edu
'16 Event Management
Life Member
Lainey joined the ISU Alumni Association staff in August 2016 following extensive undergraduate experience as an event coordinator on campus. In her current position, she coordinates the annual Traveling Cyclones travel preview event, administers the Wall of Alumni and Friends, and works with travel to help support the promotion and management of Traveling Cyclones' tours..
Alumni Association Receptionis (515) 294-6525 alumni@iastate.edu
Life Member
Karen joined the ISU Alumni Association in July 2021. Before joining the team, she worked in various roles within the Ankeny community School District. In addition to that she has many years of customer service experience in retail. Karen holds the role of the receptionist of the Alumni Center and has an Associate Degree in Applied Science.
Business Partnership and Membership Manager
(515) 294-8488 kjohn1@iastate.edu
'09 History Life Member
Kyle joined the ISU Alumni Association staff in January 2022 and is currently responsible for the recruitment and retention of business members. Additionally, Kyle oversees business advertising and sponsorship opportunities. He previously spent fifteen years in a variety of client facing positions including the last six years at Wells Fargo.
LAUREN LANDISAlumni Center Events Coordinator
(515)-294-6525 landisl@iastate.edu
'21 Event Management
Lauren recently graduation from Iowa State University with a major in event management. Before joining the ISUAA staff full-time, she worked at the Alumni Center for 2.5 years taking on many different roles. She was on the event staff, a Lora and Russ Talbot Intern, and more recently student manager for events. Now Lauren is a full-time event coordinator working with all the events that take place in the building.
MIKE KEPLERManager of Alumni Center Operations (515) 294-9229 mrkepler@iastate.edu
'05 Health and Human Performance Life Member
Mike joined the ISU Alumni Association staff in August 2016 after spending two years as director of facility operations for the Berglund Center in Roanoke, Va. and nearly nine years as operations supervisor for the Iowa Events Center in Des Moines. In his current role, he oversees all functions of the facility, including building and grounds maintenance, security, and construction.
KATIE LICKTEIGAssistant Vice President of Constituent Engagement (515) 294-1955 kbruxvoo@iastate.edu
'05 Marketing Life Member
Katie joined the Alumni Association staff in 2008. In her current role, she manages the ISUAA's awards programs oversees the constituent engagement area, including alumni events, clubs, student programming, and constituent outreach. She is also the coordinator of the university's Alumni Relations Council.
Director of OLLI & ISU Retirees
(515) 294-3192 jlogue@iastate.edu
'81 Elementary Education Life Member
Jerilyn joined the ISU Alumni Association staff in January 2009 and oversees two programs: the Osher Lifelong Learning Institute at Iowa State University (OLLI at ISU) and the ISU Retirees Association (ISURA). For the OLLI at ISU program, she oversees and coordinates the work of volunteer committees to provide learning opportunities for all persons ages 50 and older. She works directly with volunteers to design, promote, and administer a variety of classes -- as well as the registration and membership processes. For the ISU Retirees Association, she works with committees comprised of retired faculty and staff to provide learning and social opportunities for all ISU retirees and their spouses/ partners, along with an annual "Rock On" in Retirement Symposium that is open to the community.
Senior Director of Communications
(515) 294-9603 mreicks@iastate.edu
’00 Public Service and Administration in Agriculture; MS ’05 Agricultural and Life Sciences Education Life Member
Melea serves as the editor of Iowa Stater, the flagship magazine of Iowa State. She coordinates the production of the ISU Wall Calendar and oversees all other print publications, Alumni Center displays, and other special projects. Melea has worked at Iowa State for 21 years, most recently as director of alumni relations, interim director of communications, and editor of STORIES magazine in ISU's College of Agriculture and Life Sciences.
Constituent Engagement Staff Assistant
(515) 294-4557 blott@iastate.edu
Life Members
Beth joined the ISU Alumni Association staff in 1995. She is responsible for assisting with the Cardinal & Gold Gala, alumni reunions, awards, Des Moines outreach, clubs, and other Alumni Association-sponsored events.
Manager of Student Programs (515) 294-2632 ksevern@iastate.edu
'21 Event Management Annual Member
Kaley Severn recently graduated from Iowa State University with a bachelor’s degree in event management. Before joining the team at the ISUAA, they worked for the John Deere Classic and Birdies for Charity. During their time at Iowa State, they was involved in the sorority and fraternity community and had the opportunity to lead students in fundraising for St. Jude Children’s Research Hospital.
Director of Development
(515) 294-7441 jstowe@foundation.iastate.edu
'97 Exercise & Sport Science; M.Ed. '05
Life Member
Jamie joined the ISU Alumni Association team in June 2018 as part of the ISU Foundation, with which he has been employed since 2013. He leads the fundraising and major gift strategies for the Alumni Association by engaging with alumni, donors, and friends of Iowa State, matching their philanthropic passions with the needs of the university and the ISUAA. Jamie is a native of Rockford, Iowa, and previously worked in real estate in North Carolina. He also spent 16 years coaching basketball at the high school and collegiate levels.
Director of Alumni Center Events (515) 294-4625 annatemp@iastate.edu
'21 Event Management
Anna graduated from Iowa State University in 2021 with a bachelor’s degree in event management, and joined the Alumni Association in February 2022. Before joining the Alumni Center team, Anna worked as the assistant event operations manager for the Des Moines Marriott Downtown. In her current role, Anna works as an event coordinator, as well as overseeing all events for the Alumni Center, such as weddings, conferences, banquets, and Cyclone Central Tailgates.
Manager of Special Events and Programs
(515) 294-9515 besweere@iastate.edu
'22 MS Event Management Life Member
Brynn joined the ISU Alumni Association staff in February 2022. In her current role, she is responsible for coordinating engagement initiatives, reunions, virtual and in-person recognitions and events. She also assists with the Cardinal and Gold Gala program and constituent engagement efforts.
Director of Marketing & Communications (515) 294-2797 ktindall@iastate.edu
'15 Journalism and Mass Communication; '15 Political Science Life Member
Kate Tindall joined the ISU Alumni Association staff in January 2020, having previously worked with ISU’s College of Engineering. As director of marketing and communications, she works with brand implementation and messaging for ISU Alumni Association membership, events, and programs. She oversees online marketing and communications, content, and strategy -- including the www.isualum.org website, social media channels, and broadcast emails. She is the coordinator of the Alumni Relations Council - Marketing and Communications Subcommittee.
Director of Special Events & Merchandise
(515)-294-2584 ctrow@iastate.edu
'09 Apparel Merchandising, Design, and Production
Life Member
Chelsea joined the ISU Alumni Association staff in November 2015 after previously working as an assistant buyer in Los Angeles, California. In her current position, she is responsible for planning a number of Association events, including the Cardinal & Gold Gala program and alumni reunions. In partnership with the ISU Book Store, she manages the merchandise program. She also works as the primary ISUAA staff liaison to the Alumni Band, Greek Alumni Alliance, and Black College Network.
JENNY WITTEGraphic Designer
(515) 294-0068 jwitte@iastate.edu
'02 Management
Life Member
Jenny joined the ISU Alumni Association staff in 2017. She is a 2010 graduate of the Art Institute Online and owner of Jennifer Witte Designs in Boone, Iowa. In her current position, she is responsible for print design for many of the programs of the ISU Alumni Association, including Iowa Stater magazine, the ISUAA annual calendar, student programs, OLLI at ISU, events promotion, awards programs, and the ISUAA Board of Directors. She also assists with web design and video production and helps maintain the Cyclones Everywhere brand.
Visual Content Specialist
(515)-294-4909 mgvw@iastate.edu
'13 Journalism Life Member
Matt joined the ISU Alumni Association staff in November 2019 when he moved back to Ames from Duluth, Minn., where he most recently worked as a video production specialist on Essentia Health's marketing and communications team. He is also an award-winning television journalist who has worked for Fox 21 News in Duluth and for WHO-HD Channel 13 News in Des Moines. In his current position, Matt provides photography and videography for the Association and oversees all visual content on the Association's digital channels, helping reinforce the Cyclones Everywhere brand with high-quality visuals and compelling video stories. He contributes photography to VISIONS magazine and the ISUAA Annual Calendar.
Alumni & Friends Membership Dues $746,500 Annual Dues $420,000 New Graduate Dues $30,000 Business Memberships $20,000 Life Dues $260,000 Faculty-Staff Dues $16,500 Student Membership Dues $82,000 Activity and Event Fees $330,700 Senior Student Fees $18,500 Alumni Center Income $203,565 Sales - Other Activities $38,550 Sales - Merchandise $36,000 Advertising $40,500 Tuition Revenue & Osher Membership $104,000 Corporate Sponsorships $126,400 Credit Card Royalties $237,000 Travel Tour Royalties $168,125 Other Royalties $129,100 Outright Gifts $75,520 Program Gifts $52,225 Sustaining Donor Gifts $275,000
Wall of Alumni & Friends Gifts $16,000 Miscellaneous Income $0 Sub-total Constituent Engagement Activities $2,679,685
University & Foundation Support University Support $708,338 University Support - Retirees $10,000 Sub-total University/Foundation Support .............................................................................................. $718,338
Interest Income $2,000 ISUAA Reserves1 $50,000 Life Member Fund 2 $112,000 Alumni Center Endowment 3 $104,700 Osher Endowment4 $77,000 Program Endowments5 $297,490 Sub-total Investment Activity $643,190
TOTAL REVENUES ........................................................................................................... $4,041,213
Salaries, Wages, and Benefits $2,336,833 Travel $82,857 Engagement Events $486,248 Professional Services $100,010 Communications & Marketing $372,695
IT Expenses $181,528 Office Expenses $78,530 Insurance & Taxes $45,300
ISU Administrative Fee $80,613 Other Expenses $56,750 Facilities Expenses $254,775 Scholarships $1,700
1 The ISUAA Reserves Fund was established by the ISUAA Board of Directors. This fund provides a cash reserve for operations. Earnings from this fund are used for annual operations. This fund is held by the ISU Foundation.
2 The Life Member Fund was established in accordance with the Association's Articles of Incorporation. Earnings from the fund are used to support current and future ISUAA life member benefits. This fund is held by the ISU Foundation.
3 The Alumni Center Endowment was established with donor funds to support the annual operation and maintenance of the ISU Alumni Center facility. This endowment is held by the ISU Foundation.
4 The Osher Endowment was established with a gift from the Bernard Osher Foundation. Earnings are used to support the ISUAA OLLI Program. This endowment is held by ISU.
5 Program Endowments are established from donor funds for specific and general ISUAA program support. Programs include, but are not limited to, student leadership, awards, VISIONS magazine, clubs, legacy, young alumni, student interns, diversity and inclusion, technology investment, and staff development. These endowments are held by the ISU Foundation.
Resident Non-Resident International
Undergraduate Tuition
$4,162 $12,068 $12,916
Graduate (9+ credits) $5,070 $14,490 $15,338
Veterinary Medicine $12,583 $27,692
Veterinary Medicine (4th-year student) $12,234 $21,942
Double Occupancy Room $4,590-$6,075 Meal Plans $2,114–$4,498
Technology Fee $145 $145 $145
Activity and Service Fee $375.45 $375.45 $375.45
Student Health Fee $131.50 $131.50 $131.50
Health Facility Fee $3 $3 $3
Note: All fees are listed “per semester” except for room and board, which are full-year contracts. Room and board varies according to residence hall and meal plan chosen. Tuition and fees are higher for some majors.
