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Nonprofiteer
← UCSB ALUMNI ASSOCIATION

Form 990 for tax year 2022

Filed by UCSB ALUMNI ASSOCIATION.

Totals

Total revenue
$220,983
Total expenses
$71,436
Contributions and grants received
$0
Grants paid
$30,821
Program service revenue
$20,750
Investment income
$62,708
Other revenue
$137,525
Total assets, end of year
$5,751,962
Total liabilities, end of year
$55,998
Net assets or fund balances, end of year
$5,695,964
Program services expenses (Part IX)
$30,821
Management and general expenses
$40,615
Fundraising expenses
$0
Program service expenses (Part III)
$30,821

Program services were 43.1% 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.

  • 2a · Program service revenue: Affinity Programs

    total $20,750 · excluded $20,750

  • 3 · Investment income

    total $62,708 · excluded $62,708

  • 11a · Other revenue: Forgiven Debt

    total $137,525 · related or exempt $137,525

  • 11e · Other revenue, total

    $137,525

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $30,821 · program services $30,821

  • 11c · Fees: accounting

    total $9,945 · management and general $9,945

  • 24a · Other expenses: Other expenses

    total $15,517 · management and general $15,517

  • 24b · Other expenses: Board meetings

    total $15,153 · management and general $15,153

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,215 · end of year $210,443

  • 2 · Savings and temporary cash investments

    beginning of year $184,477 · end of year $358,028

  • 4 · Accounts receivable

    beginning of year $14,437

  • 11 · Investments: publicly traded securities

    beginning of year $5,139,224 · end of year $5,183,491

  • 25 · Other liabilities

    beginning of year $137,525 · end of year $55,998

  • 27 · Net assets without donor restrictions

    beginning of year $5,186,176 · end of year $5,689,749

  • 28 · Net assets with donor restrictions

    beginning of year $20,652 · end of year $6,215

Mission and programs · 2022

Mission

To serve the University, to involve UCSB alumni and students in its affairs and to enlist alumni talents in the preservation and promotion of UCSB's image, tradition, pride and status as a world class university.

  • Support: The Association is set up as a supporting organization of the University of California, Santa Barbara, and makes significant financial contributions to the University, as well as suppporting programs and activities promoting alumni engagement.

    Expenses $30,821

As filed on the 2022 return.

Listed in Part VII

  • Noelle Hirneise

    Director

    Total calculated
    $0
    Hours/week
    2

  • Leslie Klonoff

    Director

    Total calculated
    $0
    Hours/week
    2

  • Michael Citron

    President

    Total calculated
    $0
    Hours/week
    5

  • Gene Lucas

    Vice-President

    Total calculated
    $0
    Hours/week
    5

  • Cameron Brown

    Director

    Total calculated
    $0
    Hours/week
    2

  • Patricia Chau Nguyen

    Director

    Total calculated
    $0
    Hours/week
    2

  • Luanne Andreotti

    Director

    Total calculated
    $0
    Hours/week
    2

  • Stephen Davis

    Director

    Total calculated
    $0
    Hours/week
    2

  • Sergio Lagunas

    Director

    Total calculated
    $0
    Hours/week
    2

  • Dianne Bernardino

    Director

    Total calculated
    $0
    Hours/week
    2

  • Rocio Torres

    Director

    Total calculated
    $0
    Hours/week
    2

  • Colleen Pizarev

    Director

    Total calculated
    $0
    Hours/week
    2

  • Carrie Herbert

    Director

    Total calculated
    $0
    Hours/week
    2

  • KC Mmeje

    Director

    Total calculated
    $0
    Hours/week
    2

  • Shawna Wright

    Director

    Total calculated
    $0
    Hours/week
    2

  • Erica Newland

    Treasurer

    Total calculated
    $0
    Hours/week
    5

  • Ryan Newton

    Director

    Total calculated
    $0
    Hours/week
    2

  • Michael Desmond

    Director

    Total calculated
    $0
    Hours/week
    2

  • Philip Tucker

    Director

    Total calculated
    $0
    Hours/week
    2

  • Kristyn Bassi

    Director

    Total calculated
    $0
    Hours/week
    2

  • Arturo Gonzalez

    Director

    Total calculated
    $0
    Hours/week
    2

  • Nat Kunes

    Director

    Total calculated
    $0
    Hours/week
    2

  • Tawni Koutchesfahani

    Director

    Total calculated
    $0
    Hours/week
    2

  • Al Yuen

    Director

    Total calculated
    $0
    Hours/week
    2

  • David Brosnan

    Director

    Total calculated
    $0
    Hours/week
    2

  • Chris Pizzinat

    Ex-Officio Member

    Total calculated
    $243,080
    From this org
    $0
    From related orgs
    $201,502
    Other
    $41,578
    Hours/week
    1 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $201,502 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $17,634 related
    Nontaxable benefits
    $0 + $23,944 related
    Filer's total
    $0 + $243,080 related

  • Bedlam MartinEugene Riordan

    GSA President

    Total calculated
    $0
    Hours/week
    2

  • Gurleen Pabla

    AS President

    Total calculated
    $0
    Hours/week
    2

  • Hua Lee

    Faculty Representative

    Total calculated
    $342,384
    From this org
    $0
    From related orgs
    $303,128
    Other
    $39,256
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $303,128 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $22,096 related
    Nontaxable benefits
    $0 + $17,160 related
    Filer's total
    $0 + $342,384 related

  • Henry Yang

    Ex-Officio Member

    Total calculated
    $523,679
    From this org
    $0
    From related orgs
    $436,991
    Other
    $86,688
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $436,991 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $40,932 related
    Nontaxable benefits
    $0 + $45,756 related
    Filer's total
    $0 + $523,679 related

  • Joel Raznick

    Regent Designate

    Total calculated
    $0
    Hours/week
    2

  • Samantha Putnam

    Executive Director

    Total calculated
    $165,338
    From this org
    $0
    From related orgs
    $136,153
    Other
    $29,185
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $136,153 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $12,070 related
    Nontaxable benefits
    $0 + $17,115 related
    Filer's total
    $0 + $165,338 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 III - Other Additional Information
The UCSB Alumni Association is affiliated with the University of California, Santa Barbara and several board members and ex-officio board members are employees of the University. All compensation listed here is from the University and is subject to the procedures and policies of the University.

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

  • UCSB

    $30,821

    Support to Campus

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
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202441359349303899

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

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