Civic Intelligence

Ucsd Alumni Association

990 • Fiscal year 2017 • EIN 23-7425123

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

Price Center East Level 3 Mc0083La Jolla, CA 92093

(858) 534-1032

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

12th percentile

-28%

Higher net margin than 12% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

100th percentile

$555,562

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 214.5% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

7th percentile

-61%

Faster asset growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

34th percentile

-9.7%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Assets

Down

$20,247

Down $113,748 (-85%) from 2015

Net Assets

Down

$20,247

Down $113,748 (-85%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$259,051

Down $58,479 (-18%) from 2015

Expenses

Down

$331,876

Down $28,303 (-7.9%) from 2015

Net Income

Down

-$72,825

Down $30,176 (-71%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2015: $133,995Liabilities 2015: $0Net Assets 2015: $133,9952015Assets 2017: $20,247Liabilities 2017: $0Net Assets 2017: $20,2472017Assets 2018: $10,320Liabilities 2018: $0Net Assets 2018: $10,3202018Assets 2019: $8,947Liabilities 2019: $0Net Assets 2019: $8,9472019Assets 2020: $8,947Liabilities 2020: $0Net Assets 2020: $8,9472020Assets 2021: $36,818Liabilities 2021: $0Net Assets 2021: $36,8182021Assets 2022: $17,541Liabilities 2022: $0Net Assets 2022: $17,5412022Assets 2023: $4,488Liabilities 2023: $0Net Assets 2023: $4,4882023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$20,247
Liabilities$0
Net Assets$20,247

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2015: $317,530Expenses 2015: $360,179Net Income 2015: -$42,6492015Revenue 2017: $259,051Expenses 2017: $331,876Net Income 2017: -$72,8252017Revenue 2018: $141,581Expenses 2018: $151,506Net Income 2018: -$9,9252018Revenue 2019: $164,342Expenses 2019: $165,714Net Income 2019: -$1,3722019Revenue 2020: $165,000Expenses 2020: $165,000Net Income 2020: $02020Revenue 2021: $143,320Expenses 2021: $108,644Net Income 2021: $34,6762021Revenue 2022: $156,678Expenses 2022: $175,955Net Income 2022: -$19,2772022Revenue 2023: $182,220Expenses 2023: $195,273Net Income 2023: -$13,0532023Revenue 2024: $93,069Expenses 2024: $97,557Net Income 2024: -$4,4882024

Highlighted filing

2017

Revenue$259,051
Expenses$331,876
Net Income-$72,825
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$259,051
Mission and Program Overview

Mission

The mission of the ucsd alumni association is to foster a lifelong mutually beneficial relationship of alumni and students with uc san diego.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$93,072$20,247▼ $72,825
Rtn Earn Endowment Incm Other Fnds$93,072$20,247▼ $72,825
Total Assets$93,072$20,247▼ $72,825
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$93,072$20,247▼ $72,825
Total Liabilities and Net Assets / Fund Balance$93,072$20,247▼ $72,825
Compensation and Service Providers

Board Members and Trustees

NameTitle
R BrownliePresident
J BelkVice President
A AfsahiDirector
A BezzeridesDirector
A SchafgansDirector
A WhiteDirector
B BaumgartnerDirector
B FreemanDirector
B LujanDirector
B SawreyDirector
C BerganDirector
C EadesDirector
C ShenDirector
C TsangDirector
D FakhraiDirector
D KellyDirector
E DeereDirector
E LeeDirector
G ManriquezDirector
J FentonDirector
J HammesDirector
J LimaDirector
J MalanaDirector
K BerganDirector
K BoehmDirector
L PINEDA JrDirector
M BrownDirector
M MatareseDirector
M NewsomeDirector
M StickelDirector
M SusterDirector
N BillimoriaDirector
N CorriganDirector
P BergmanDirector
P YehDirector
R MonroyDirector
S DabishDirector
S EngelhornDirector
S KnightDirector
T FioriDirector
T HaliciogluDirector
T LopezDirector
W RongDirector
P KhoslaChanellor Pres
S GamerFormer Vice Chanc
M MolkoSecretary
K GarssonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$111,925
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$147,126
All Other Contributions
$10,120
Change in Net Assets
$-72,825
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$330,566
Other Expenses$1,310
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$330,566--$330,566
Other Expenses-$2-$2
Total Functional Expenses$330,566$1,310$0$331,876
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Regents of Univ of CA at SdLa Jolla, CA-See Sch O Form 990 Part Iii Line 4a$330,566
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$59,891
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Alumni Celeb$59,891$59,891-$59,891
Total Events$59,891$59,891-$59,891
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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

Members or stockholder classes and rights Part VI line 6

The membership of the alumni association is made up of the alumni of the univesity of california at san diego.

Member election for additional members Part VI line 7A

The membership elects the board of directors.

Form 990 governing body review Part VI line 11

The governing body is informed that the form 990 is available upon request. Any board member that has questions is invited to contact the preparer to answer any questions.

Conflict of interest policy compliance Part VI line 12C

Conflict of interest policyas employees of the university of california, the alumni association staff is subject to the conflict of interest policies established by the university of california

CEO executive director top management comp Part VI line 15A

Compensation review is done by the university of california regents and/or by the uc san diego campus in accordance with campus policies and classification guidelines.

Other officer or key employee compensation Part VI line 15B

Compensation review is done by the university of california regents and/or by the uc san diego campus in accordance with campus policies and classification guidelines.

Governing documents etc available to public Part VI line 19

Financial statements, articles of incorporation, bylaws and conflict of interest policies are available upon request.

Filing and Contact Details

Filer

Filer Name
Ucsd Alumni Association
EIN
23-7425123
Address
PRICE CENTER EAST LEVEL 3 MC0083, La Jolla, CA 92093

Signing Officer

Name
Cheryl Harrelson
Title
Associate Vice
Phone
8585343900
Signed
2018-05-15
Discuss with paid preparer
No

Organization Details

Formed
1977
Legal Domicile
CA
Voting Board Members
46
Independent Board Members
46
Employees
0

Preparer

Firm
Mark Boyer CPA
Address
3990 Old Town Avenue B-101, San Diego, CA 92110
Preparer
Mark Boyer
Phone
6195161700
Supplemental Narrative

Additional Explanations

General explanation attachment

The ucsd alumni assocation is organized and operated to foster a beneficial relationship between the alumni and students with the university of california, san diego campus.employees, salary and benefitsall ucsd alumni assocation staff are employees of the university of california and receive salary and benefits from the university. Ucsd alumni association employees are also eligible to participate in the 403(b) plan which is managed by teh regents of the university of california. Similarly the ucsd alumni associations operating costs, space and facility needs are provided by the uc san diego campus free of charge, as a supporting organization in compliance with the university of california policy.contributionsthe ucsd alumni association solicits gifts in conjunction with it s fundraising activities. The uc san diego foundation is the primary depository of the donations recieved by the alumni association. Gifts processed by the uc san diego foundation on behalf of the ucsd alumni association include 100% tax deductible donations plus memberships and special event proceeds in which a portion of the contributions received may include quid pro quo items.expensesceratain operating expenses of the association included in this return are subsidized by the university of california. The subsidy attributable to teh operating expenses are included in indirect public support of the association.

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