Civic Intelligence

UC Santa Cruz Alumni Association

EIN 23-7003589 • 501(c)3 • Santa Cruz, CA

Profile

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.

1156 High StreetSanta Cruz, CA 95064

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

18th percentile

-12%

Higher net margin than 18% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

93rd percentile

$431,264

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 169.9% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

59th percentile

7.0%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

60th percentile

13%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$6,038,209

Up $349,498 (+6.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$6,038,209

Up $349,498 (+6.1%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin18th percentile

Revenue

Down

$225,341

Down $19,000 (-7.8%) from 2023

Expenses

Down

$266,415

Down $3,025 (-1.1%) from 2023

Net Income

Down

-$41,074

Down $15,975 (-64%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $4,225,217Liabilities 2015: $0Net Assets 2015: $4,225,2172015Assets 2016: $3,920,208Liabilities 2016: $0Net Assets 2016: $3,920,2082016Assets 2017: $4,279,953Liabilities 2017: $0Net Assets 2017: $4,279,9532017Assets 2018: $4,465,560Liabilities 2018: $0Net Assets 2018: $4,465,5602018Assets 2019: $4,634,709Liabilities 2019: $0Net Assets 2019: $4,634,7092019Assets 2020: $4,666,830Liabilities 2020: $0Net Assets 2020: $4,666,8302020Assets 2021: $6,067,464Liabilities 2021: $0Net Assets 2021: $6,067,4642021Assets 2022: $5,520,307Liabilities 2022: $0Net Assets 2022: $5,520,3072022Assets 2023: $5,688,711Liabilities 2023: $0Net Assets 2023: $5,688,7112023Assets 2024: $6,038,209Liabilities 2024: $0Net Assets 2024: $6,038,2092024

Highlighted filing

2024

Assets$6,038,209
Liabilities$0
Net Assets$6,038,209
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2015: $382,160Expenses 2015: $626,535Net Income 2015: -$244,3752015Revenue 2016: $152,936Expenses 2016: $194,959Net Income 2016: -$42,0232016Revenue 2017: $142,431Expenses 2017: $205,393Net Income 2017: -$62,9622017Revenue 2018: $155,229Expenses 2018: $203,383Net Income 2018: -$48,1542018Revenue 2019: $145,950Expenses 2019: $195,092Net Income 2019: -$49,1422019Revenue 2020: $131,734Expenses 2020: $206,217Net Income 2020: -$74,4832020Revenue 2021: $129,173Expenses 2021: $139,695Net Income 2021: -$10,5222021Revenue 2022: $128,892Expenses 2022: $127,110Net Income 2022: $1,7822022Revenue 2023: $244,341Expenses 2023: $269,440Net Income 2023: -$25,0992023Revenue 2024: $225,341Expenses 2024: $266,415Net Income 2024: -$41,0742024

Highlighted filing

2024

Revenue$225,341
Expenses$266,415
Net Income-$41,074
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,038,209
Liabilities
$0
Net assets
$6,038,209
Revenue
$225,341
Expenses
$266,415
Net income
-$41,074
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.23$0.27$0.04
2023Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.24$0.27$0.03
2022Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.13$0.13$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.07$0.00$6.07$0.13$0.14$0.01
2020Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.13$0.21$0.07
2019Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.15$0.20$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.16$0.20$0.05
2017Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.14$0.21$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.15$0.19$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.38$0.63$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 24, 2025
Return Version
2023v6.0
Gross Receipts
$288,547
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,596,659$5,964,667▲ $368,008
Cash and Non-Interest-Bearing Accounts$77,133$64,072▼ $13,061
Savings and Temporary Cash Investments$14,919$9,470▼ $5,449
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,688,711$6,038,209▲ $349,498
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,688,711$6,038,209▲ $349,498
Total Net Assets Fund Balance$5,688,711$6,038,209▲ $349,498
Total Liabilities and Net Assets / Fund Balance$5,688,711$6,038,209▲ $349,498

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$5,596,659-▲ $615,362$247,354$5,964,667
2022$5,432,835-▲ $426,659$262,835$5,596,659
2021$5,983,554-▼ $430,656$120,063$5,432,835
2020$4,587,240-▲ $1,522,476$126,162$5,983,554
2019$4,527,286-▲ $219,954$160,000$4,587,240
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Meredith Vivian TurnerPast President
John MadridPresident
Mark E DavisPresident
Shayna KentExecutive Director
John PineAsst Vice Chanc
Abel MkulamaCouncil Member
Anna GururajanCouncil Member
April YeeCouncil Member
Armando FloresCouncil Member
Brian TurnerCouncil Member
Claudine LimCouncil Member
Corinne KappelerCouncil Member
Diane NguyenCouncil Member
Judith GutierrezCouncil Member
Julia DolloffCouncil Member
Kevin VolkanCouncil Member
Lakeya CherryCouncil Member
Max OrtizCouncil Member
Patrick GarciaCouncil Member
Sareil BrookinsCouncil Member
Shonte ThomasCouncil Member
Susan TapperoCouncil Member
Walter M JoyceCouncil Member
Shelly MeronExecutive VP
Jessica LumVP Admin
Juliet MussoVP Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$225,341
Other Revenue
$0
Change in Net Assets
$-41,074
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$253,854
Other Expenses$12,561
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$253,854--$253,854
Fees for Services Accounting-$5,000-$5,000
Other Expenses-$75-$75
Total Functional Expenses$253,854$12,561$0$266,415
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of CA Santa CruzSanta Cruz, CA-Support Ucsc$253,854
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Two voting councilors are married.”

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

“The 990 is distributed to the executive committee for review prior to filing.”

Form 990, Part VI, Section B, Line 15A

“All officers of the alumni association are either volunteers or employees of uc santa cruz. The regents of the university of california have oversight and approval for the hiring of all top management of the university.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Uc Santa Cruz Alumni Association
EIN
23-7003589
Phone
8314592530
Address
1156 HIGH STREET, SANTA CRUZ, CA 95064

Signing Officer

Name
Shayna Kent
Title
Executive Director
Signed
2025-04-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shayna Kent
Formed
1968
Legal Domicile
CA
Voting Board Members
24
Independent Board Members
24
Employees
0
Volunteers
210

Preparer

Firm
Hutchinson and Bloodgood LLP
Address
579 Auto Center Drive, Watsonville, CA 95076
Preparer
Kimbra Said CPA
Phone
8317242441
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“To support university of california santa cruz alumni events and activities in support of its purpose: - to promote, influence, and support the educational cultural, and social life of university of california santa cruz, and- to provide alumni with the means to serve the campus, its colleges, and its students, and to help guide the campus into the future.”

Raw XML AppendixShowing 400 of 644 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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