Civic Intelligence

UC Santa Cruz Alumni Association

990 • Fiscal year 2016 • EIN 23-7003589

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 01, 2016

1156 High StreetSanta Cruz, CA 95064

(831) 459-2530

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

12th percentile

-27%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

86th percentile

$165,767

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 108.4% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

16th percentile

-7.2%

Faster asset growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-60%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$3,920,208

Down $305,009 (-7.2%) from 2015

Net Assets

Down

$3,920,208

Down $305,009 (-7.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$152,936

Down $229,224 (-60%) from 2015

Expenses

Down

$194,959

Down $431,576 (-69%) from 2015

Net Income

Up

-$42,023

Up $202,352 (+83%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$3,920,208
Liabilities$0
Net Assets$3,920,208

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$152,936
Expenses$194,959
Net Income-$42,023
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 1, 2016
Return Version
2015v2.0
Gross Receipts
$245,487
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.

To promote, influence and support the educational, cultural and social life of ucsc, and to provide alumni with the means to serve the campus, its colleges and itsstudents, and to help guide the campus into the future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,151,030$3,834,798▼ $316,232
Cash and Non-Interest-Bearing Accounts$67,786$84,900▲ $17,114
Savings and Temporary Cash Investments$6,401$510▼ $5,891
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$4,225,217$3,920,208▼ $305,009
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$4,201,144$3,896,135▼ $305,009
Temporarily Rstr Net Assets$24,073$24,073→ $0
Total Net Assets Fund Balance$4,225,217$3,920,208▼ $305,009
Total Liabilities and Net Assets / Fund Balance$4,225,217$3,920,208▼ $305,009

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$4,151,030$8,947▼ $139,858$185,321$3,834,798
2014$4,311,296-▲ $241,442$401,708$4,151,030
2013$2,226,061$1,702,682▲ $686,217$303,664$4,311,296
2012$2,087,593-▲ $236,647$98,179$2,226,061
2011$2,231,511$167,997▼ $15,048$296,867$2,087,593
Compensation and Service Providers

Board Members and Trustees

NameTitle
Charles D EadiePast President
Donna MekisPresident
Howard HeevnerAsst Vice Chanc
Beverly YanuariaCouncil Member
Brian SniegowskiCouncil Member
Charles TolliverCouncil Member
John SwiftCouncil Member
Lee SlaffCouncil Member
Matthew WaxmanCouncil Member
Michael WanCouncil Member
Shelly AlingasCouncil Member
Theresa NortonCouncil Member
Adolfo R MercadoTreasurer
Paul SimpsonVP Admin & Secr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$123,185
Other Revenue
$29,751
Change in Net Assets
$-42,023

Audited Revenue Reconciliation

Revenue per Audited Statements
$152,936
Total Revenue per Audited Statements
$152,936
Total Revenue per Form 990
$152,936
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$185,321
Other Expenses$9,638
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$185,321--$185,321
Fees for Services Accounting-$7,100-$7,100
Other Expenses-$205-$205
Total Functional Expenses$185,321$9,638$0$194,959

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$194,959
Total Expenses per Audited Statements$194,959
Total Expenses per Form 990$194,959
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
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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, Line 11B: Form 990 Review Process

The 990 is distributed to the governing body for review prior to filing.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

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

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

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

Signing Officer

Name
Howard Heevner
Title
Asst Vice Chancelor
Signed
2016-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Howard Heevner
Formed
1968
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

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

Financial Statement Notes

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

To support uc santa cruz alumni events and activities in support of its purpose: - to promote, influence, and support the educational cultural, and social life of ucsc, 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 539 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROMOTE, INFLUENCE AND SUPPORT THE EDUCATIONAL, CULTURAL AND SOCIAL LIFE OF UCSC, AND TO PROVIDE ALUMNI WITH THE MEANS TO SERVE THE CAMPUS, ITS COLLEGES AND ITSSTUDENTS, AND TO HELP GUIDE THE CAMPUS INTO THE FUTURE.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0HOWARD HEEVNER
IRS990/BooksInCareOfDetail/PhoneNum08314592530
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02155 DELAWARE AVENUE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA CRUZ
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095060
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt067786
IRS990/CashNonInterestBearingGrp/EOYAmt084900
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0185321
IRS990/CYInvestmentIncomeAmt0123185
IRS990/CYOtherExpensesAmt09638
IRS990/CYOtherRevenueAmt029751
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-42023
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0194959
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0152936
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0TO SUPPORT PROGRAM OPERATIONS AT UCSC.GRANTS AND ALLOCATIONS TO VARIOUS COLLEGES AND SPECIAL PROGRAMS OF THE UNIVERSITY OF CALIFORNIA AT SANTA CRUZ.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0185321
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07100
IRS990/FeesForServicesAccountingGrp/TotalAmt07100
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1310.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt137321
IRS990/Form990PartVIISectionAGrp/PersonNm0CHARLES D EADIE
IRS990/Form990PartVIISectionAGrp/PersonNm1DONNA MEKIS
IRS990/Form990PartVIISectionAGrp/PersonNm2ADOLFO R MERCADO
IRS990/Form990PartVIISectionAGrp/PersonNm3PAUL SIMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm4SHELLY ALINGAS
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN SWIFT
IRS990/Form990PartVIISectionAGrp/PersonNm6CHARLES TOLLIVER
IRS990/Form990PartVIISectionAGrp/PersonNm7THERESA NORTON
IRS990/Form990PartVIISectionAGrp/PersonNm8BRIAN SNIEGOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm9LEE SLAFF
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHAEL WAN
IRS990/Form990PartVIISectionAGrp/PersonNm11MATTHEW WAXMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12BEVERLY YANUARIA
IRS990/Form990PartVIISectionAGrp/PersonNm13HOWARD HEEVNER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13158446
IRS990/Form990PartVIISectionAGrp/TitleTxt0Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP ADMIN & SECR
IRS990/Form990PartVIISectionAGrp/TitleTxt4COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASST VICE CHANC
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt092770
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0185321
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0185321
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0185321
IRS990/GrossReceiptsAmt0245487
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt030415
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030415
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04151030
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03834798
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt092551
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROMOTE, INFLUENCE AND SUPPORT THE EDUCATIONAL, CULTURAL AND SOCIAL LIFE OF UCSC, AND TO PROVIDE ALUMNI WITH THE MEANS TO SERVE THE CAMPUS, ITS COLLEGES AND ITSSTUDENTS, AND TO HELP GUIDE THE CAMPUS INTO THE FUTURE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04225217
IRS990/NetAssetsOrFundBalancesEOYAmt03920208
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt092770
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt092770
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-262986
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CREDIT CARD CHARGES
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2CHAPTERS
IRS990/OtherExpensesGrp/Desc3MISC FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01030
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1803
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3205
IRS990/OtherExpensesGrp/TotalAmt01030
IRS990/OtherExpensesGrp/TotalAmt1803
IRS990/OtherExpensesGrp/TotalAmt2500
IRS990/OtherExpensesGrp/TotalAmt3205
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0HOWARD HEEVNER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt088340
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0614014
IRS990/PYInvestmentIncomeAmt0233136
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt012521
IRS990/PYOtherRevenueAmt060684
IRS990/PYRevenuesLessExpensesAmt0-244375
IRS990/PYTotalExpensesAmt0626535
IRS990/PYTotalRevenueAmt0382160
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-42023
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt029751
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt029751
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06401
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0510
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt088340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0125419
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0130318
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0142178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0486255
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt060166
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0102258
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0419604
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0108600
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0124069
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0814697
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.37380
IRS990ScheduleA/PublicSupportPY170Pct00.42940
IRS990ScheduleA/PublicSupportTotal170Amt0486255
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt088340
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0125419
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0130318
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0142178
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0486255
IRS990ScheduleA/TotalSupportAmt01300952
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04151030
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt08947
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03834798
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-139858
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0185321
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04311296
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04151030
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0241442
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0401708
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02226061
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01702682
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04311296
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0686217
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0303664
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02087593
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02226061
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0236647
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt098179
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02231511
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0167997
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02087593
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-15048
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0296867
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0194959
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueSubtotalAmt0152936
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT UC SANTA CRUZ ALUMNI EVENTS AND ACTIVITIES IN SUPPORT OF ITS PURPOSE: - TO PROMOTE, INFLUENCE, AND SUPPORT THE EDUCATIONAL CULTURAL, AND SOCIAL LIFE OF UCSC, 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueSecuritiesAmt03834798
IRS990ScheduleD/TotalExpensesPerForm990Amt0194959
IRS990ScheduleD/TotalRevenuePerForm990Amt0152936
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0152936
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0194959
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings