Civic Intelligence

The University of Houston Alumni

EIN 74-1367041 • 501(c)3 • Houston, TX

Profile

The university of houston alumni association's mission is to serve and support the university, its students, and its alumni.

PO Box 230345Houston, TX 77223-0345

www.houstonalumni.com

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.05x

Higher debt load relative to revenue than 20% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

60th percentile

7.3%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

17%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$13,498,609

Up $917,026 (+7.3%) from 2023

Liabilities

Up

$99,925

Up $180 (+0.2%) from 2023

Net Assets

Up

$13,398,684

Up $916,846 (+7.3%) from 2023

Revenue

Up

$2,157,432

Up $319,767 (+17%) from 2023

Expenses

Up

$1,323,799

Up $236,135 (+22%) from 2023

Net Income

Up

$833,633

Up $83,632 (+11%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $7,630,207Liabilities 2011: $123,512Net Assets 2011: $7,506,6952011Assets 2012: $7,637,447Liabilities 2012: $34,726Net Assets 2012: $7,602,7212012Assets 2013: $7,850,587Liabilities 2013: $61,566Net Assets 2013: $7,789,0212013Assets 2014: $8,849,296Liabilities 2014: $502,659Net Assets 2014: $8,346,6372014Assets 2015: $8,413,546Liabilities 2015: $628,213Net Assets 2015: $7,785,3332015Assets 2016: $8,397,712Liabilities 2016: $363,924Net Assets 2016: $8,033,7882016Assets 2017: $9,160,749Liabilities 2017: $591,828Net Assets 2017: $8,568,9212017Assets 2018: $10,060,307Liabilities 2018: $549,247Net Assets 2018: $9,511,0602018Assets 2019: $9,563,490Liabilities 2019: $524,004Net Assets 2019: $9,039,4862019Assets 2020: $9,784,169Liabilities 2020: $445,110Net Assets 2020: $9,339,0592020Assets 2021: $12,172,150Liabilities 2021: $460,647Net Assets 2021: $11,711,5032021Assets 2022: $11,516,465Liabilities 2022: $96,003Net Assets 2022: $11,420,4622022Assets 2023: $12,581,583Liabilities 2023: $99,745Net Assets 2023: $12,481,8382023Assets 2024: $13,498,609Liabilities 2024: $99,925Net Assets 2024: $13,398,6842024

Highlighted filing

2024

Assets$13,498,609
Liabilities$99,925
Net Assets$13,398,684

Operations Trend

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

$3.0M$2.0M$1.0M$0Expenses 2011: $2,470,9982011Expenses 2012: $2,503,2342012Expenses 2013: $2,560,0542013Revenue 2014: $1,218,323Expenses 2014: $922,813Net Income 2014: $295,5102014Revenue 2015: $1,119,750Expenses 2015: $932,402Net Income 2015: $187,3482015Revenue 2016: $906,798Expenses 2016: $802,751Net Income 2016: $104,0472016Revenue 2017: $1,223,137Expenses 2017: $851,107Net Income 2017: $372,0302017Revenue 2018: $2,279,011Expenses 2018: $900,205Net Income 2018: $1,378,8062018Revenue 2019: $1,241,920Expenses 2019: $1,122,124Net Income 2019: $119,7962019Revenue 2020: $1,034,315Expenses 2020: $877,438Net Income 2020: $156,8772020Revenue 2021: $1,900,713Expenses 2021: $613,360Net Income 2021: $1,287,3532021Revenue 2022: $1,695,817Expenses 2022: $1,096,322Net Income 2022: $599,4952022Revenue 2023: $1,837,665Expenses 2023: $1,087,664Net Income 2023: $750,0012023Revenue 2024: $2,157,432Expenses 2024: $1,323,799Net Income 2024: $833,6332024

Highlighted filing

2024

Revenue$2,157,432
Expenses$1,323,799
Net Income$833,633

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.5$0.10$13.4$2.16$1.32$0.83
2023Detailed filing. Detailed filing data is available for this year.$12.6$0.10$12.5$1.84$1.09$0.75
2022Detailed filing. Detailed filing data is available for this year.$11.5$0.10$11.4$1.70$1.10$0.60
2021Detailed filing. Detailed filing data is available for this year.$12.2$0.46$11.7$1.90$0.61$1.29
2020Detailed filing. Detailed filing data is available for this year.$9.78$0.45$9.34$1.03$0.88$0.16
2019Detailed filing. Detailed filing data is available for this year.$9.56$0.52$9.04$1.24$1.12$0.12
2018Detailed filing. Detailed filing data is available for this year.$10.1$0.55$9.51$2.28$0.90$1.38
2017Detailed filing. Detailed filing data is available for this year.$9.16$0.59$8.57$1.22$0.85$0.37
2016Detailed filing. Detailed filing data is available for this year.$8.40$0.36$8.03$0.91$0.80$0.10
2015Summary only. Only limited summary data is available for this year.$8.41$0.63$7.79$1.12$0.93$0.19
2014Detailed filing. Detailed filing data is available for this year.$8.85$0.50$8.35$1.22$0.92$0.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.85$0.06$7.79$2.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.64$0.03$7.60$2.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.63$0.12$7.51$2.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 15, 2025
Return Version
2023v6.0
Gross Receipts
$8,661,694
Mission and Program Overview

Mission

The university of houston alumni association's mission is to serve and support the university, its students, and its alumni.

Uhaa is a global community committed to support university of houston as a premier institution.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,726,610$11,742,381▲ $1,015,771
Cash and Non-Interest-Bearing Accounts$680,102$764,881▲ $84,779
Savings and Temporary Cash Investments$483,413$545,216▲ $61,803
Pledges and Grants Receivable$212,654$207,694▼ $4,960
Accounts Receivable$121,190$0▼ $121,190
Land, Buildings, and Equipment, Net$57,165$54,785▼ $2,380
Prepaid Expenses and Deferred Charges$10,324$16,800▲ $6,476
Total Assets$12,581,583$13,498,609▲ $917,026
Other Assets Total$290,125$166,852▼ $123,273
Liabilities
Accounts Payable and Accrued Expenses$14,030$54,593▲ $40,563
Deferred Revenue$85,715$45,332▼ $40,383
Total Liabilities$99,745$99,925▲ $180
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,076,246$11,846,048▲ $769,802
Net Assets With Donor Restrictions$1,405,592$1,552,636▲ $147,044
Total Net Assets Fund Balance$12,481,838$13,398,684▲ $916,846
Total Liabilities and Net Assets / Fund Balance$12,581,583$13,498,609▲ $917,026

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$54,785$236,906$291,691

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$10,728,013$521,812▲ $954,558$223,905$11,673,700
2022$9,773,217$487,627▲ $1,012,861$263,993$10,728,013
2021$10,021,776$527,173▼ $436,632$90,476$9,773,217
2020$7,858,367$176,701▲ $2,297,135-$10,021,776
2019$7,963,119$445,048▲ $354,358$222,302$7,858,367
Compensation and Service Providers

Board Members and Trustees

NameTitle
Wayne LuckettImmediate Past President
Shazia KhanIncoming President
Michael SachsPresident
Alexander ObregonDirector
Angela LottDirector
Charlene JohnsonDirector
David RolandDirector
Dawn HolidayDirector
Edward CarrizalesDirector
Eric BarajasDirector
Eugenia VanceDirector
Helena FinleyDirector
James HongDirector
Jason PayneDirector
Keith CorneliusDirector
Kelly ColemanDirector
Margo KaplanDirector
Shawn KuehnDirector
Tracy Kirkland-payneDirector
Trent PerezDirector
Vanessa FloresDirector
Richard WhiteleyAt Large Member
Sandra LeeSecretary
Scott RandoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$955,073
Program Service Revenue
$263,682
Investment Income
$930,090
Other Revenue
$8,587
All Other Contributions
$513,237
Change in Net Assets
$833,633

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,098,686
Revenue Not Reported on Financial Statements
$58,746
Revenue Not Reported on Form 990
$1,414,546
Total Revenue per Audited Statements
$3,513,232
Total Revenue per Form 990
$2,157,432
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,017,021
Grants and Similar Amounts Paid$306,778
Total Fundraising Expense$5,982
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$210,404$82,110$600$293,114
Grants to Domestic Individuals$276,446--$276,446
Office Expenses$196,884$11,098$4,137$212,119
Fees for Service Investment Mgmnt Fees-$58,745-$58,745
Advertising$50,012--$50,012
Fees for Services Accounting$2,179$38,771-$40,950
Grants to Domestic Orgs$30,332--$30,332
Travel$12,628--$12,628
Insurance-$12,107-$12,107
Other Expenses$5,111$25$1,245$5,111
Depreciation Depletion-$2,380-$2,380
All Other Expenses$2,119--$2,119
Total Functional Expenses$1,112,581$205,236$5,982$1,323,799

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,596,386
Expenses Not Reported on Form 990$1,331,333
Total Expenses per Form 990$1,323,799
Expenses per Audited Statements$1,265,053
Expenses Not Reported on Financial Statements$58,746
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Houston ZooHouston, TX501(c)(3)General Support$20,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$61,290
Fundraising Direct Expenses$52,876
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$124,697$61,290$40,766$20,524
Total Events$124,697$61,290$52,876$8,414
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
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, Part VI, Section A, Line 1A

The executive committee has the power and duty to conduct the general management and affairs of the university of houston alumni association foundation.

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

The completed form 990 is given to the executive committee to review on behalf of the governing body prior to providing a copy to the board and filing with the irs.

Form 990, Part VI, Section B, Line 12C

Board members are annually asked to disclose any potential conflicts and the ceo is asked to monitor these potential conflicts and report back to the board.

Form 990, Part VI, Section B, Line 15

Effective september 1, 2013, the association became a university-affiliated organization. All employees of the association became employees of the university. Personnel services provided by certain employees to the association have been reflected as in-kind university services on the audited statement of functional expenses.

Form 990, Part VI, Section C, Line 19

Documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
The University of Houston Alumni
EIN
74-1367041
Phone
7137439550
Address
PO BOX 230345, HOUSTON, TX 77223-0345

Signing Officer

Name
Scott Rando
Title
Treasurer
Phone
7137439550
Signed
2025-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Sache
Formed
1940
Legal Domicile
TX
Voting Board Members
24
Independent Board Members
24
Employees
0
Volunteers
352

Preparer

Firm
Crowe Llp
Address
9600 BROWNSBORO ROAD SUITE 400, LOUSIVILLE, KY 40241-3902
Preparer
Rachel Spurlock
Phone
5023263996
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contract services: program service expenses 163,479. Management and general expenses 82,110. Fundraising expenses 600. Total expenses 246,189. Broadcasting: program service expenses 46,925. Management and general expenses 0. Fundraising expenses 0. Total expenses 46,925.

FORM 990, PART XII, LINE 2C:

The process has not changed from that of the prior year.

Schedule D, Part XI, Line 2B

Donated services and use of facilities made by the university of houston consists of $865,681 employees, $137,600 maintenance, and $328,052 other expenses.

Financial Statement Notes

PART X, LINE 2:

The foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code and is classified as a publicity supported foundation under section 509(a)(1) and 170(b)(1)(a)(vi).

Raw XML AppendixShowing 400 of 647 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/PersonNm6ERIC BARAJAS
IRS990/Form990PartVIISectionAGrp/PersonNm7JAMES HONG
IRS990/Form990PartVIISectionAGrp/PersonNm8CHARLENE JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm9MARGO KAPLAN
IRS990/Form990PartVIISectionAGrp/PersonNm10JASON PAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm11ALEXANDER OBREGON
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID ROLAND
IRS990/Form990PartVIISectionAGrp/PersonNm13KEITH CORNELIUS
IRS990/Form990PartVIISectionAGrp/PersonNm14TRENT PEREZ
IRS990/Form990PartVIISectionAGrp/PersonNm15DAWN HOLIDAY
IRS990/Form990PartVIISectionAGrp/PersonNm16EUGENIA VANCE
IRS990/Form990PartVIISectionAGrp/PersonNm17KELLY COLEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm18SHAWN KUEHN
IRS990/Form990PartVIISectionAGrp/PersonNm19TRACY KIRKLAND-PAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm20VANESSA FLORES
IRS990/Form990PartVIISectionAGrp/PersonNm21HELENA FINLEY
IRS990/Form990PartVIISectionAGrp/PersonNm22ANGELA LOTT
IRS990/Form990PartVIISectionAGrp/PersonNm23EDWARD CARRIZALES
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1INCOMING PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5AT LARGE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
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IRS990/LobbyingActivitiesInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE UNIVERSITY OF HOUSTON ALUMNI ASSOCIATION'S MISSION IS TO SERVE AND SUPPORT THE UNIVERSITY, ITS STUDENTS, AND ITS ALUMNI.
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IRS990/ProgSrvcAccomActy2Grp/Desc0ALUMNI COMMUNICATIONS INCLUDE THE UH ALUMNI QUARTERLY, A PERIODICAL PUBLICATION DISTRIBUTED TO ALL MEMBERS; MONTHLY E-NEWSLETTERS AND E-BLASTS, INTERACTIVE WEBSITE INCLUDING ONLINE RESERVATIONS, ONLINE DIRECTORY, AND ONLINE RESOURCES. THESE COMMUNICATIONS ARE DESIGNED TO CONNECT ALUMNI TO THE UNIVERSITY AND EACH OTHER. THEY ARE USED TO PROMOTE MEMBER SERVICES AND PROGRAMS AS WELL AS PROVIDE RECOGNITION OF THE TALENTS AND ACHIEVEMENTS OF ALUMNI, FACULTY, AND STAFF AT THE UNIVERSITY OF HOUSTON.
IRS990/ProgSrvcAccomActy3Grp/Desc0UHAA AWARDED 484 SCHOLARSHIPS TOTALING, $170,215 IN OUR OWN SCHOLARSHIPS AND $106,231 IN SCHOLARSHIP ENDOWMENT SUPPORT TO THE UNIVERSITY. THE UHAA SCHOLARSHIP PROGRAM INCLUDES SCHOLARSHIP AWARDS FOR BOTH INCOMING FRESHMEN AND CURRENT STUDENTS.
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00

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