Civic Intelligence

California Aggie Alumni Association

EIN 23-7156901 • 501(c)3 • Davis, CA

Profile

Cal aggie alumni association's mission is to advance the interest and promote the welfare of the university and its alumni.

One Shields AveDavis, CA 95616

www.alumni.ucdavis.edu

Siviq Scores

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

Liabilities / Assets

76th percentile

0.43x

Higher debt load relative to assets than 76% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

2.12x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

8th percentile

-37%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

30th percentile

-2.5%

Faster revenue growth than 30% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$9,518,603

Up $1,088,290 (+13%) from 2024

Liabilities

Up

$4,063,863

Up $974,905 (+32%) from 2024

Net Assets

Up

$5,454,740

Up $113,385 (+2.1%) from 2024

Operations
Liabilities / Revenue91st percentileNet Margin8th percentile

Revenue

Down

$1,912,474

Down $49,282 (-2.5%) from 2024

Expenses

Up

$2,626,699

Up $65,166 (+2.5%) from 2024

Net Income

Down

-$714,225

Down $114,448 (-19%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$10M$5.0M$0Assets 2010: $5,819,398Liabilities 2010: $698,542Net Assets 2010: $5,120,8562010Assets 2012: $6,632,522Liabilities 2012: $543,787Net Assets 2012: $6,088,7352012Assets 2013: $7,541,348Liabilities 2013: $1,056,268Net Assets 2013: $6,485,0802013Assets 2014: $7,777,135Liabilities 2014: $461,359Net Assets 2014: $7,315,7762014Assets 2015: $7,802,114Liabilities 2015: $926,711Net Assets 2015: $6,875,4032015Assets 2016: $7,074,025Liabilities 2016: $1,638,604Net Assets 2016: $5,435,4212016Assets 2017: $6,877,858Liabilities 2017: $2,215,732Net Assets 2017: $4,662,1262017Assets 2018: $6,752,059Liabilities 2018: $2,133,138Net Assets 2018: $4,618,9212018Assets 2019: $6,807,243Liabilities 2019: $2,268,858Net Assets 2019: $4,538,3852019Assets 2020: $6,269,334Liabilities 2020: $1,881,498Net Assets 2020: $4,387,8362020Assets 2021: $7,429,243Liabilities 2021: $1,365,586Net Assets 2021: $6,063,6572021Assets 2022: $6,927,954Liabilities 2022: $1,688,983Net Assets 2022: $5,238,9712022Assets 2023: $7,450,009Liabilities 2023: $2,242,267Net Assets 2023: $5,207,7422023Assets 2024: $8,430,313Liabilities 2024: $3,088,958Net Assets 2024: $5,341,3552024Assets 2025: $9,518,603Liabilities 2025: $4,063,863Net Assets 2025: $5,454,7402025

Highlighted filing

2025

Assets$9,518,603
Liabilities$4,063,863
Net Assets$5,454,740
Open 2025 Filing

Operations Trend

Revenue Growth30th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,606,0522010Expenses 2012: $1,640,7442012Expenses 2013: $2,021,5712013Revenue 2014: $1,872,003Expenses 2014: $2,149,321Net Income 2014: -$277,3182014Revenue 2015: $1,645,799Expenses 2015: $2,540,771Net Income 2015: -$894,9722015Revenue 2016: $1,904,655Expenses 2016: $3,326,476Net Income 2016: -$1,421,8212016Revenue 2017: $2,070,807Expenses 2017: $3,637,166Net Income 2017: -$1,566,3592017Revenue 2018: $2,128,638Expenses 2018: $2,650,019Net Income 2018: -$521,3812018Revenue 2019: $2,243,729Expenses 2019: $2,749,463Net Income 2019: -$505,7342019Revenue 2020: $1,771,677Expenses 2020: $2,146,859Net Income 2020: -$375,1822020Revenue 2021: $1,694,563Expenses 2021: $1,856,562Net Income 2021: -$161,9992021Revenue 2022: $1,667,455Expenses 2022: $1,968,222Net Income 2022: -$300,7672022Revenue 2023: $1,877,170Expenses 2023: $2,341,822Net Income 2023: -$464,6522023Revenue 2024: $1,961,756Expenses 2024: $2,561,533Net Income 2024: -$599,7772024Revenue 2025: $1,912,474Expenses 2025: $2,626,699Net Income 2025: -$714,2252025

Highlighted filing

2025

Revenue$1,912,474
Expenses$2,626,699
Net Income-$714,225
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,518,603
Liabilities
$4,063,863
Net assets
$5,454,740
Revenue
$1,912,474
Expenses
$2,626,699
Net income
-$714,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.52$4.06$5.45$1.91$2.63$0.71
2024Detailed filing. Detailed filing data is available for this year.$8.43$3.09$5.34$1.96$2.56$0.60
2023Detailed filing. Detailed filing data is available for this year.$7.45$2.24$5.21$1.88$2.34$0.46
2022Detailed filing. Detailed filing data is available for this year.$6.93$1.69$5.24$1.67$1.97$0.30
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.43$1.37$6.06$1.69$1.86$0.16
2020Detailed filing. Detailed filing data is available for this year.$6.27$1.88$4.39$1.77$2.15$0.38
2019Detailed filing. Detailed filing data is available for this year.$6.81$2.27$4.54$2.24$2.75$0.51
2018Detailed filing. Detailed filing data is available for this year.$6.75$2.13$4.62$2.13$2.65$0.52
2017Detailed filing. Detailed filing data is available for this year.$6.88$2.22$4.66$2.07$3.64$1.57
2016Detailed filing. Detailed filing data is available for this year.$7.07$1.64$5.44$1.90$3.33$1.42
2015Detailed filing. Detailed filing data is available for this year.$7.80$0.93$6.88$1.65$2.54$0.89
2014Detailed filing. Detailed filing data is available for this year.$7.78$0.46$7.32$1.87$2.15$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.54$1.06$6.49$2.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.63$0.54$6.09$1.64
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.82$0.70$5.12$1.61
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 6, 2026
Return Version
2024v5.0
Gross Receipts
$1,912,474
Mission and Program Overview

Mission

California aggie alumni association's (caaa) mission is to advance the interest and promote the welfare of the university and its alumni.

California aggie alumni association's mission is to advance the interest and promote the welfare of the university and its alumni.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$7,540,797$8,450,304▲ $909,507
Cash and Non-Interest-Bearing Accounts$468,662$592,755▲ $124,093
Inventories for Sale or Use$66,725$75,910▲ $9,185
Accounts Receivable$25,791$15,533▼ $10,258
Land, Buildings, and Equipment, Net$1,554$777▼ $777
Total Assets$8,430,313$9,518,603▲ $1,088,290
Other Assets Total$326,784$383,324▲ $56,540
Liabilities
Other Liabilities$3,062,160$4,045,805▲ $983,645
Deferred Revenue$26,693$14,903▼ $11,790
Accounts Payable and Accrued Expenses$105$3,155▲ $3,050
Total Liabilities$3,088,958$4,063,863▲ $974,905
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,020,438$5,073,414▲ $52,976
Net Assets With Donor Restrictions$320,917$381,326▲ $60,409
Total Net Assets Fund Balance$5,341,355$5,454,740▲ $113,385
Total Liabilities and Net Assets / Fund Balance$8,430,313$9,518,603▲ $1,088,290

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$777$16,272$17,049
Other Securities$8,450,304--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$7,540,797-▲ $909,570$63$8,450,304
2023$6,756,137-▲ $784,877$217$7,540,797
2022$6,157,960-▲ $598,177-$6,756,137
2021$6,681,880-▼ $523,920-$6,157,960
2020$5,331,338-▲ $2,175,403$824,861$6,681,880
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana AllenExecutive DiFT$215,904$90,436$306,340
Dana AllenExecutive Director-$215,904$90,436$306,340
Pauline MetzgarProgram DireFT$134,592$50,703$185,295
Pauline MetzgarProgram Director-$134,592$50,703$185,295

Board Members and Trustees

NameTitle
Anu Johl SinghPresident
Artem TrotsyukDirector
Bessie ChuDirector
Brian VictorDirector
Debby SteguraDirector
Ginger WelshDirector
Jay WeisbrodDirector
Jeff FucciDirector
Jeff JarvisDirector
Jesse RodriguezDirector
Karim PoonjaDirector
Kathleen FullertonDirector
Lina MendezDirector
Marciela CorbinDirector
Mark DiazDirector
Megan FiandacaDirector
Robert AgualloDirector
Shaivya PadiaDirector
Teron McgrewDirector
Trevor LongmanDirector
Deborah Thompson AustinVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$17,400
Program Service Revenue
$1,813,113
Investment Income
$81,961
Other Revenue
$0
All Other Contributions
$17,400
Change in Net Assets
$-714,225

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,912,474
Total Revenue per Audited Statements
$1,912,474
Total Revenue per Form 990
$1,912,474
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,669,737
Other Expenses$776,039
Grants and Similar Amounts Paid$180,923
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$567,309$385,926-$953,235
Other Employee Benefits$280,220$220,378-$500,598
Current Officers, Directors, Trustees, and Key Employees$128,247$87,657-$215,904
Grants to Domestic Individuals$180,923--$180,923
Occupancy-$52,884-$52,884
All Other Expenses$30,534$13,129-$43,663
Fees for Services Other-$20,075-$20,075
Other Expenses$841$15,836-$16,677
Advertising$14,871$1,405-$16,276
Travel$6,073$5,309-$11,382
Conferences and Meetings$852$7,909-$8,761
Office Expenses$9,335$-1,365-$7,970
Insurance-$2,813-$2,813
Total Functional Expenses$1,664,036$962,663$0$2,626,699

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,626,699
Total Expenses per Audited Statements$2,626,699
Total Expenses per Form 990$2,626,699
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Uc Davis$4,043,808
Lease Liabilities$1,997
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The executive director, finance and audit committees will review the 990 before submission. The board as a whole will receive and review and formally accept the audited financial statements prior to submission of the 990 and tax forms.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy is considered by the board for any prospective board members. All board members are also asked to sign a good faith agreement every year, which includes inquiry for conflicts of interest.”

Form 990, Page 6, Part VI, Line 15A

“Ceo evaluation and compensation are determined exclusively by the vice chancellor for development and alumni relations.”

Form 990, Page 6, Part VI, Line 15B

“All non-exempt employees - human resources approves compensation based upon market value, internal and external equity and qualifications. Also, compensation is reviewed by representing group.”

Form 990, Page 6, Part VI, Line 19

“A hard copy binder of a membership roster, state organizational materials and taxes are available for review. Online bylaws state the location and availability to review these documents. Bylaws and financial statements are posted on the web. Conflict of interest policy is part of the university policy on the web.”

Filing and Contact Details

Filer

Filer Name
California Aggie Alumni Association
EIN
23-7156901
Phone
5307520286
Address
ONE SHIELDS AVE, DAVIS, CA 95616

Signing Officer

Name
Dana Allen
Title
Executive Director
Phone
5307520286
Signed
2026-01-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dana Allen
Formed
1972
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
21
Employees
13
Volunteers
300

Preparer

Firm
FECHTER & COMPANY CPA'S
Address
3445 AMERICAN RIVER DR STE A, SACRAMENTO, CA 95864
Preparer
Brett V Huston
Phone
9163335360
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Assisting with alumni events”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Endowment fund is used to fund uc davis alumni life membership benefits including uc davis magazine, aggie extra, discounts to alumni events, library services and travel program discounts.”

Raw XML AppendixShowing 400 of 666 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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