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Nonprofiteer
← UCLA ALUMNI ASSOCIATION

Form 990 for tax year 2023

Filed by UCLA ALUMNI ASSOCIATION.

Totals

Total revenue
$3,676,347
Total expenses
$4,197,806
Contributions and grants received
$241,251
Grants paid
$0
Program service revenue
$830,815
Investment income
$771,842
Other revenue
$1,832,439
Total assets, end of year
$17,406,239
Total liabilities, end of year
$1,151,327
Net assets or fund balances, end of year
$16,254,912
Program services expenses (Part IX)
$3,182,139
Management and general expenses
$1,015,667
Fundraising expenses
$0
Program service expenses (Part III)
$3,182,139

Program services were 75.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $165,051

  • 1f · All other contributions, gifts and grants

    $76,200

  • 2a · Program service revenue: ALUMNI TRAVEL PROGRAMS

    total $737,539 · unrelated business $737,539

  • 2b · Program service revenue: ALUMNI & STUDENT PROGRAMS

    total $93,276 · related or exempt $93,276

  • 3 · Investment income

    total $771,842 · excluded $771,842

  • 5 · Royalties

    total $1,832,439 · excluded $1,832,439

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $2,260,556 · program services $1,582,390 · management and general $678,166

  • 8 · Pension plan contributions

    total $258,112 · program services $180,679 · management and general $77,433

  • 9 · Other employee benefits

    total $542,206 · program services $379,544 · management and general $162,662

  • 10 · Payroll taxes

    total $159,963 · program services $111,974 · management and general $47,989

  • 12 · Advertising and promotion

    total $59,288 · program services $59,288

  • 13 · Office expenses

    total $122,514 · program services $80,616 · management and general $41,898

  • 14 · Information technology

    total $3,216 · program services $3,216

  • 17 · Travel

    total $86,551 · program services $82,567 · management and general $3,984

  • 24a · Other expenses: ALUMNI RELATIONS/EVENTS

    total $705,400 · program services $701,865 · management and general $3,535

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $44,919 · end of year $57,966

  • 2 · Savings and temporary cash investments

    beginning of year $468,566 · end of year $1,248,616

  • 3 · Pledges and grants receivable

    beginning of year $371,793 · end of year $309,114

  • 4 · Accounts receivable

    beginning of year $326,579 · end of year $422,610

  • 12 · Investments: other securities

    beginning of year $15,416,123 · end of year $15,367,933

  • 17 · Accounts payable and accrued expenses

    beginning of year $414,537 · end of year $1,054,347

  • 19 · Deferred revenue

    beginning of year $108,882 · end of year $96,980

  • 27 · Net assets without donor restrictions

    beginning of year $16,104,561 · end of year $16,254,912

Mission and programs · 2023

Mission

THE MISSION OF THE UCLA ALUMNI ASSOCIATION IS TO ENRICH THE LIVES OF ALUMNI AND INVOLVE THEM IN THE FUTURE OF UCLA.

  • THE ASSOCIATION'S ACTIVITIES, WHICH INVOLVE ALUMNI AND STUDENT VOLUNTEERS, INCLUDE MEMBERSHIP AND RESOURCES DEVELOPMENT ACTIVITIES TO ATTRACT AND RETAIN ALUMNI MEMBERS. THE TRAVEL ACTIVITIES PROGRAM COORDINATES AND FACILITATES TRIPS WITH MEMBERS THAT GIVE THEM AN OPPORTUNITY TO VISIT THE WORLD AND LEARN FROM THE UCLA FACULTY ABOUT THE LOCATIONS.

    Expenses $311,772 · Revenue $737,539

  • THE ASSOCIATION SUPPORTS OVER 70 UCLA REGIONAL, INTERNATIONAL, DIVERSITY, AFFINITY, AND STUDENT ALUMNI GROUPS THAT PROMOTE THE GENERAL WELFARE OF UCLA. SERVICE PROGRAMS ARE DESIGNED TO CONNECT AND ENGAGE UCLA STUDENTS, MEMBERS, AND CONSTITUENTS. THE PROGRAMS INCLUDE THE STUDENT ALUMNI ASSOCIATION, AWARD PROGRAMS, CAREER DEVELOPMENT, BRUIN RECRUITMENT, ATHLETIC PARTNERSHIPS, AND SCHOLARSHIPS.

    Expenses $2,870,367 · Revenue $93,276

As filed on the 2023 return.

Listed in Part VII

  • Julie Sina

    CEO & AVC

    Total calculated
    $476,582
    From this org
    $0
    From related orgs
    $388,380
    Other
    $88,202
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $383,380 related
    Bonus
    $0 + $5,000 related
    Other
    $0
    Deferred
    $0 + $70,209 related
    Nontaxable benefits
    $0 + $17,993 related
    Filer's total
    $0 + $476,582 related
  • Lea Rasmusson

    CFO

    Total calculated
    $373,274
    From this org
    $0
    From related orgs
    $306,178
    Other
    $67,096
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $301,178 related
    Bonus
    $0 + $5,000 related
    Other
    $0
    Deferred
    $0 + $66,711 related
    Nontaxable benefits
    $0 + $385 related
    Filer's total
    $0 + $373,274 related
  • Ann Wang

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Sahil Punamia

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Araceli Almazan

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Corey Matthews

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Cathy Choi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Devon Dickau

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Samantha D'Souza

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Cinthia Flores

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dean Florez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Coretta Harris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Matt Kaczmarek

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ed Lew

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Christine Maclaughlin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Paco Retana

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Natalie Samarjian

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Monica Sanchez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Matthew Saucedo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jenn Wells

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Steve Yu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Diana Zschaschel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Gene Block

    CHANCELLOR

    Total calculated
    $802,186
    From this org
    $0
    From related orgs
    $697,248
    Other
    $104,938
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $677,472 related
    Bonus
    $0
    Other
    $0 + $19,776 related
    Deferred
    $0 + $69,806 related
    Nontaxable benefits
    $0 + $35,132 related
    Filer's total
    $0 + $802,186 related
  • Rhea Turteltaub

    VICE CHANCELLOR

    Total calculated
    $713,507
    From this org
    $0
    From related orgs
    $580,280
    Other
    $133,227
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $573,944 related
    Bonus
    $0
    Other
    $0 + $6,336 related
    Deferred
    $0 + $110,767 related
    Nontaxable benefits
    $0 + $22,460 related
    Filer's total
    $0 + $713,507 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART 1 LINE 3
CEO COMPENSATION - THE UCLA ALUMNI ASSOCIATION CEO IS EMPLOYED BY UCLA, A RELATED ORGANIZATION. UCLA USES INTERNAL COMPENSATION GUIDES, AND COMPENSATION SURVEYS TO DETERMINE CEO COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
1 May 2025
IRS schema version
2023v6.0
Source object
202521259349302257

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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