Civic Intelligence

University of California Riverside

EIN 23-7328167 • 501(c)3 • Riverside, CA

Profile

To preserve and promote the relationship between ucr and all its alumni. Through its various services and programs, the association represents alumni and assists the university in its quest for excellence.

PO Box 112Riverside, CA 92521-0110

www.alumni.ucr.edu

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

11th percentile

0.01x

Higher debt load relative to revenue than 11% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

47th percentile

3.1%

Higher net margin than 47% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

65th percentile

$235,368

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 22.6% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

32nd percentile

-0.8%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$5,880,236

Up $541,899 (+10%) from 2024

Liabilities

Up

$9,449

Up $1,839 (+24%) from 2024

Net Assets

Up

$5,870,787

Up $540,060 (+10%) from 2024

Operations
Liabilities / Revenue11th percentileNet Margin47th percentile

Revenue

Down

$1,039,616

Down $8,903 (-0.8%) from 2024

Expenses

Up

$1,007,516

Up $27,606 (+2.8%) from 2024

Net Income

Down

$32,100

Down $36,509 (-53%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $2,354,032Liabilities 2013: $0Net Assets 2013: $2,354,0322013Assets 2014: $2,868,655Liabilities 2014: $129,423Net Assets 2014: $2,739,2322014Assets 2015: $2,946,532Liabilities 2015: $0Net Assets 2015: $2,946,5322015Assets 2016: $2,844,550Liabilities 2016: $0Net Assets 2016: $2,844,5502016Assets 2017: $3,176,581Liabilities 2017: $0Net Assets 2017: $3,176,5812017Assets 2018: $3,444,772Liabilities 2018: $0Net Assets 2018: $3,444,7722018Assets 2019: $3,664,667Liabilities 2019: $77Net Assets 2019: $3,664,5902019Assets 2020: $3,828,203Liabilities 2020: $0Net Assets 2020: $3,828,2032020Assets 2021: $5,006,692Liabilities 2021: $4,338Net Assets 2021: $5,002,3542021Assets 2022: $4,628,047Liabilities 2022: $0Net Assets 2022: $4,628,0472022Assets 2023: $4,892,258Liabilities 2023: $10,951Net Assets 2023: $4,881,3072023Assets 2024: $5,338,337Liabilities 2024: $7,610Net Assets 2024: $5,330,7272024Assets 2025: $5,880,236Liabilities 2025: $9,449Net Assets 2025: $5,870,7872025

Highlighted filing

2025

Assets$5,880,236
Liabilities$9,449
Net Assets$5,870,787
Open 2025 Filing

Operations Trend

Revenue Growth32nd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2013: $727,9272013Revenue 2014: $517,456Expenses 2014: $487,223Net Income 2014: $30,2332014Revenue 2015: $544,168Expenses 2015: $404,605Net Income 2015: $139,5632015Revenue 2016: $564,431Expenses 2016: $519,373Net Income 2016: $45,0582016Revenue 2017: $521,030Expenses 2017: $501,322Net Income 2017: $19,7082017Revenue 2018: $546,272Expenses 2018: $474,058Net Income 2018: $72,2142018Revenue 2019: $512,290Expenses 2019: $523,880Net Income 2019: -$11,5902019Revenue 2020: $532,470Expenses 2020: $463,422Net Income 2020: $69,0482020Revenue 2021: $350,496Expenses 2021: $211,675Net Income 2021: $138,8212021Revenue 2022: $244,771Expenses 2022: $265,276Net Income 2022: -$20,5052022Revenue 2023: $768,890Expenses 2023: $739,305Net Income 2023: $29,5852023Revenue 2024: $1,048,519Expenses 2024: $979,910Net Income 2024: $68,6092024Revenue 2025: $1,039,616Expenses 2025: $1,007,516Net Income 2025: $32,1002025

Highlighted filing

2025

Revenue$1,039,616
Expenses$1,007,516
Net Income$32,100
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$5,880,236
Liabilities
$9,449
Net assets
$5,870,787
Revenue
$1,039,616
Expenses
$1,007,516
Net income
$32,100
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.88$0.01$5.87$1.04$1.01$0.03
2024Detailed filing. Detailed filing data is available for this year.$5.34$0.01$5.33$1.05$0.98$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.89$0.01$4.88$0.77$0.74$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.24$0.27$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.01$0.00$5.00$0.35$0.21$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.53$0.46$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.51$0.52$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.55$0.47$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.52$0.50$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.56$0.52$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.54$0.40$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.87$0.13$2.74$0.52$0.49$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.00$2.35$0.73
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 3, 2026
Return Version
2024v5.0
Gross Receipts
$10,984,130
Mission and Program Overview

Mission

To preserve and promote the relationship between ucr and all its alumni. Through its various services and programs, the association represents alumni and assists the university in its quest for excellence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,740,170$5,292,872▲ $552,702
Cash and Non-Interest-Bearing Accounts$474,055$467,189▼ $6,866
Savings and Temporary Cash Investments$116,262$116,274▲ $12
Prepaid Expenses and Deferred Charges$7,850$3,901▼ $3,949
Total Assets$5,338,337$5,880,236▲ $541,899
Liabilities
Accounts Payable and Accrued Expenses$7,610$9,449▲ $1,839
Total Liabilities$7,610$9,449▲ $1,839
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,318,968$5,859,028▲ $540,060
Net Assets With Donor Restrictions$11,759$11,759→ $0
Total Net Assets Fund Balance$5,330,727$5,870,787▲ $540,060
Total Liabilities and Net Assets / Fund Balance$5,338,337$5,880,236▲ $541,899

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,227,953--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$4,740,170-▲ $572,768$20,066$5,292,872
2023$4,344,421-▲ $502,817$107,067$4,740,170
2022$4,105,947-▲ $332,262$93,788$4,344,421
2021$4,441,599-▼ $335,652-$4,105,947
2020$3,394,484-▲ $1,114,810$67,695$4,441,599
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Jorge E AnconaExecutive DiFT$235,368$235,368

Board Members and Trustees

NameTitle
Josefina CancholaPresident
Geoffrey PackPresident-el
Jorge E AnconaExecutive Director
Alejandro CortezMember
Anthony BonalesMember
Aram AyraMember
Bert L Wright JrMember
Beverly L YoungMember
Deidre ReyesMember
Elia RodriguezMember
Javier LopezMember
Jose SanchezMember
Karen KyhnMember
Kenneth NollerMember
Martha JassoMember
Megan WoodallMember
Melissa MikailMember
Richard AlvaradoMember
Sharon DalmageMember
Tony K YangMember
Zaima GonzalezMember
Steve ShumanPast Preside
Aaron Jones JrSecretary-tr
Revenue and Support

Revenue Composition

Contributions and Grants
$841,499
Program Service Revenue
$115,937
Investment Income
$64,808
Other Revenue
$17,372
All Other Contributions
$30,950
Change in Net Assets
$32,100

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,039,616
Revenue Not Reported on Form 990
$2,300,596
Total Revenue per Audited Statements
$3,340,212
Total Revenue per Form 990
$1,039,616
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$937,516
Grants and Similar Amounts Paid$70,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$88,794-$88,794
Grants to Domestic Individuals$70,000--$70,000
Office Expenses-$47,818-$47,818
Fees for Services Other-$28,571-$28,571
Other Expenses$44,357$15,814-$15,814
All Other Expenses$10,764--$10,764
Travel-$5,647-$5,647
Total Functional Expenses$804,580$202,936$0$1,007,516

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,800,153
Expenses Not Reported on Form 990$1,792,637
Expenses per Audited Statements$1,007,516
Total Expenses per Form 990$1,007,516
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
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
Other officer compensation reviewed
No
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 6

“Ucr alumni association has three different types of members: 1. Regular members - any person who has received a degree from the ucr campus; any person who has been registered on the campus for three quarters or two semesters or more who has received a degree from any institution of higher learning; any person who has withdrawn in good standing after three quarters or two semesters or more at ucr. 2. Associate members - any person who does not qualify for other membership categories can join and serve on committees of the board; an associate member is not eligible to serve on the board. 3. Honarary member - any person who shall be so designated by the board”

Form 990, Page 6, Part VI, Line 7A

“The power to vote and to hold office in the association is reserved to those who are regular members.”

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

“The executive director, jorge ancona, will review form 990 prior to filing.”

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

“The association has a conflict of interest policy that is distributed annually. In that document, there is an addendum that lists the companies and vendors the association conducts business with. In the event of a financial conflict, the officer, director or trustee must recuse themselves from any votes or decisions.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the requestor upon written request.”

Filing and Contact Details

Filer

Filer Name
University of California Riverside
EIN
23-7328167
Phone
9518272586
Address
PO BOX 112, RIVERSIDE, CA 92521-0110
Doing Business As
Ucr Alumni Association

Signing Officer

Name
Jorge E Ancona
Title
Executive Director
Phone
9518272586
Signed
2026-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jorge E Ancona
Formed
1955
Legal Domicile
CA
Voting Board Members
22
Independent Board Members
0
Employees
0
Volunteers
418

Preparer

Firm
Roorda Piquet & Bessee Inc
Address
3550 VINE ST SUITE 110, RIVERSIDE, CA 92507-4175
Preparer
Fernando G Ayala Jr
Phone
9516847781
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers are used throughout the year to help plan and staff various events held by the association.”

Form 990, Page 2, Part III, Line 4D

“Other programs: the association provides programs related to career networking, parent relations and student programs/relations. The university of california riverside provided their paid employees to the association. The wages of the ucr employees, as related to these other programs, were 145,463. Therefore, the total expense incurred, as it relates to these other programs, was 189,820.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The endowment fund is held at the university of california office of the president. The life membership reserve provides funding/programming for life members of the association. The scholarship reserve provides funding for university of california riverside student scholarships. The alumni & visitors center reserve is set up for future major building maintenance needs and upkeep.”

Schedule D, Page 3, Part X

“In accordance with accounting standards, which provides accounting and disclosure guidance about uncertain tax positions taken by an organization, management believes that all of the positions taken by the association in its federal and state income tax returns are more likely than not to be sustained upon examination. The association files returns in the u.s. Federal jurisdiction and the state of california. With few exceptions, the association is no longer subject to federal and california income tax examinations by tax authorities for the tax years before 2021. The association does not currently have an examination in progress or scheduled as of june 30, 2025.”

Raw XML AppendixShowing 400 of 627 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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IRS990/Form990PartVIISectionAGrp/PersonNm19STEVE SHUMAN
IRS990/Form990PartVIISectionAGrp/PersonNm20MEGAN WOODALL
IRS990/Form990PartVIISectionAGrp/PersonNm21TONY K YANG
IRS990/Form990PartVIISectionAGrp/PersonNm22BEVERLY L YOUNG
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
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IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY-TR
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT-EL
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22MEMBER
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IRS990/GrossReceiptsAmt010984130
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IRS990/MissionDesc0TO PRESERVE AND PROMOTE THE RELATIONSHIP BETWEEN UCR AND ALL ITS ALUMNI. THROUGH ITS VARIOUS SERVICES AND PROGRAMS, THE ASSOCIATION REPRESENTS ALUMNI AND ASSISTS THE UNIVERSITY IN ITS QUEST FOR EXCELLENCE.
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IRS990/OtherExpensesGrp/Desc1PARENT & STUDENT RELATION
IRS990/OtherExpensesGrp/Desc2TAXES
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL DEVELOPMENT
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115814
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IRS990/OtherExpensesGrp/ProgramServicesAmt144357
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IRS990/OtherExpensesGrp/TotalAmt216292
IRS990/OtherExpensesGrp/TotalAmt315814
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IRS990/ProgSrvcAccomActy2Grp/Desc0MEMBERSHIP PROGRAMS: THE ASSOCIATION IS A MEMBERSHIP DUES ORGANIZATION. THE MEMBERSHIP ALLOWS EACH MEMEBER TO STAY BETTER CONNECTED AND ALSO SUPPORTS ASSOCIATION PROGRAMS, SERVICES, AND SCHOLARSHIPS. THE UNIVERSITY OF CALIFORNIA RIVERSIDE PROVIDED THEIR PAID EMPLOYEES TO THE ASSOCIATION. THE WAGES OF THE UCR EMPLOYEES, AS RELATED TO THE MEMBERSHIP PROGRAMS, WERE 42,210. THEREFORE, THE TOTAL EXPENSE INCURRED, AS IT RELATES TO THE MEMBERSHIP PROGRAMS, WAS 50,557.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt08347
IRS990/ProgSrvcAccomActy3Grp/Desc0ALUMNI RELATIONS PROGRAMS: THE ASSOCIATION PROVIDES VARIOUS SERVICES FOR GRADUATES OF UNIVERSITY OF CALIFORNIA RIVERSIDE. THE UNIVERSITY OF CALIFORNIA RIVERSIDE PROVIDED THEIR PAID EMPLOYEES TO THE ASSOCIATION. THE WAGES OF THE UCR EMPLOYEES, AS RELATED TO THE ALUMNI RELATIONS PROGRAMS, WERE 848,153. THEREFORE, THE TOTAL EXPENSE INCURRED, AS IT RELATES TO THE ALUMNI PROGRAMS, WAS 1,527,612.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0679459
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt024995
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAMS: THE ASSOCIATION PROVIDES PROGRAMS RELATED TO CAREER NETWORKING, PARENT RELATIONS AND STUDENT PROGRAMS/RELATIONS. THE UNIVERSITY OF CALIFORNIA RIVERSIDE PROVIDED THEIR PAID EMPLOYEES TO THE ASSOCIATION. THE WAGES OF THE UCR EMPLOYEES, AS RELATED TO THESE OTHER PROGRAMS, WERE 145,463. THEREFORE, THE TOTAL EXPENSE INCURRED, AS IT RELATES TO THESE OTHER PROGRAMS, WAS 189,820.
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IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt040942
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IRS990/PYRevenuesLessExpensesAmt068609
IRS990/PYTotalExpensesAmt0979910
IRS990/PYTotalRevenueAmt01048519
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IRS990/RegularMonitoringEnfrcInd0true
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0482474
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0119386
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt087141
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt083095
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0202481
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0185908

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