Form 990 for tax year 2023
Filed by UC SANTA CRUZ ALUMNI ASSOCIATION.
Totals
- Total revenue
- $225,341
- Total expenses
- $266,415
- Contributions and grants received
- $0
- Grants paid
- $253,854
- Program service revenue
- $0
- Investment income
- $225,341
- Other revenue
- $0
- Total assets, end of year
- $6,038,209
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $6,038,209
- Program services expenses (Part IX)
- $253,854
- Management and general expenses
- $12,561
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $253,854
Program services were 95.3% 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.
-
3 · Investment income
total $41,193 · related or exempt $41,193
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
other assets $247,354
-
7b · Less cost or other basis and sales expenses
other assets $63,206
-
7c · Gain or loss
other assets $184,148
-
7d · Net gain or loss
total $184,148 · related or exempt $184,148
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $253,854 · program services $253,854
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $5,000 · management and general $5,000
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: LEGAL
total $7,239 · management and general $7,239
-
24b · Other expenses: BANK CHARGES
total $247 · management and general $247
-
24c · Other expenses: MISC FEES
total $75 · management and general $75
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $77,133 · end of year $64,072
-
2 · Savings and temporary cash investments
beginning of year $14,919 · end of year $9,470
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
beginning of year $5,596,659 · end of year $5,964,667
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
27 · Net assets without donor restrictions
beginning of year $5,688,711 · end of year $6,038,209
Mission and programs · 2023
Mission
To support the educational calling of UC Santa Cruz. To provide a means by which alumni may serve the university, its colleges, its students, and each other. To help guide the university into the future.
-
TO SUPPORT THE ALUMNI ASSOCIATION ACTIVITIES, PROGRAMS, EVENTS, ADMINISTRATION, AND OPERATIONS AT UNIVERSITY OF CALIFORNIA SANTA CRUZ. GRANTS AND ALLOCATIONS SUPPORT THE COLLEGES AND SPECIAL PROGRAMS OF UNIVERSITY OF CALIFORNIA SANTA CRUZ.
Expenses $253,854 · Grants $253,854
As filed on the 2023 return.
Listed in Part VII
-
Mark E DavisMARK E DAVIS
President
- Total calculated
- $408,729
- From this org
- $0
- From related orgs
- $390,043
- Other
- $18,686
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $388,468 related
- Bonus
- not reported + $1,575 related
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported + $18,686 related
- Filer's total
- not reported + $408,729 related
-
John PineJOHN PINE
ASST VICE CHANC
- Total calculated
- $203,832
- From this org
- $0
- From related orgs
- $193,839
- Other
- $9,993
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $190,742 related
- Bonus
- not reported + $3,097 related
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported + $9,993 related
- Filer's total
- not reported + $203,832 related
-
Shayna KentSHAYNA KENT
Executive Dir.
- Total calculated
- $151,555
- From this org
- $0
- From related orgs
- $132,241
- Other
- $19,314
- Hours/week
- 20 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $132,241 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported + $19,314 related
- Filer's total
- not reported + $151,555 related
-
Sareil BrookinsSAREIL BROOKINS
COUNCIL MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lakeya CherryLAKEYA CHERRY
COUNCIL MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Julia DolloffJULIA DOLLOFF
COUNCIL MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Walter M JoyceWALTER M JOYCE
COUNCIL MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Judith GutierrezJUDITH GUTIERREZ
COUNCIL MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Claudine LimCLAUDINE LIM
COUNCIL MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Patrick GarciaPATRICK GARCIA
COUNCIL MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Abel MkulamaABEL MKULAMA
COUNCIL MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Juliet MussoJULIET MUSSO
VP FINANCE
- Total calculated
- $0
- Hours/week
- 1
-
Diane NguyenDIANE NGUYEN
COUNCIL MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Armando FloresARMANDO FLORES
COUNCIL MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Meredith Vivian TurnerMEREDITH VIVIAN TURNER
Past President
- Total calculated
- $0
- Hours/week
- 2
-
Anna GururajanANNA GURURAJAN
COUNCIL MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
April YeeAPRIL YEE
COUNCIL MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jessica LumJESSICA LUM
VP ADMIN
- Total calculated
- $0
- Hours/week
- 1
-
Shonte ThomasSHONTE THOMAS
COUNCIL MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kevin VolkanKEVIN VOLKAN
COUNCIL MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Max OrtizMAX ORTIZ
COUNCIL MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Susan TapperoSUSAN TAPPERO
COUNCIL MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brian TurnerBRIAN TURNER
COUNCIL MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John MadridJOHN MADRID
President
- Total calculated
- $0
- Hours/week
- 5
-
Shelly MeronSHELLY MERON
Executive VP
- Total calculated
- $0
- Hours/week
- 1
-
Corinne KappelerCORINNE KAPPELER
COUNCIL MEMBER
- Total calculated
- $0
- Hours/week
- 1
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
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
-
$253,854
SUPPORT UCSC
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.
-
UNIVERSITY OF CALIFORNIA SANTA CRUZ
501(C)(3) · EDUCATION · CA
Directly controlled by NA
-
THE REGENTS OF THE UNIVERSITY OF CA
501(C)(3) · EDUCATION · CA
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 24 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501149349301215
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