2024-05-15T16:27:54-05:00 2023-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2022-07-01 941166423 SAN JOSE STATE UNIVERSITY ALUMNI ASSOCIATION SANJ 4089246515 ONE WASHINGTON SQUARE SAN JOSE CA 95192 JANIKKE KLEM BOARD PRESIDENT 4089246515 2024-05-15 1 JANIKKE KLEM 999009999 0 JASON STEPHENS CPA P01263225 6082744020 2024-04-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z VALERIE GONZALES ONE WASHINGTON SQUARE SAN JOSE CA 95192 382062 0 X WWW.SJSU.EDU/ALUMNI/INDEX.PHP X 1955 CA PROMOTE THE COMMON INTERESTS OF SAN JOSE STATE UNIVERSITY ALUMNI AND FRIENDS; PROMOTE THE WELFARE OF ALUMNI, PRESENT STUDENTS OF SAN JOSE STATE UNIVERSITY, AND FRIENDS OF THE UNIVERSITY; PROMOTE EXCELLENCE IN THE UNIVERSITY'S EDUCATIONAL PROGRAMS. 22 22 0 163 0 0 116471 115591 149661 105882 28152 41362 125153 103015 419437 365850 72500 172000 0 0 40638 0 0 0 3286 210701 132186 323839 304186 95598 61664 1492748 1590234 14557 14910 1478191 1575324 THE AIM OF THE SAN JOSE STATE UNIVERSITY ALUMNI ASSOCIATION IS TO CREATE AFFINITY WITH SAN JOSE STATE UNIVERSITY (SJSU); INCREASE MEMBERSHIP; GROW PRIDE AND LOYALTY. 0 0 172772 172000 0 SCHOLARSHIPS - SINCE 1975, THE ALUMNI ASSOCIATION HAS AWARDED SCHOLARSHIPS TO STUDENTS WHO EXCEL IN THEIR ACADEMIC STUDIES; ACTIVELY PARTICIPATE IN THE BETTERMENT OF THEIR COMMUNITIES THROUGH VOLUNTEER WORK AND IN SOME CASES DEMONSTRATE FINANCIAL NEED. THESE AWARDS REPRESENT THE ALUMNI ASSOCIATION-BASED SCHOLARSHIP PROGRAM IN THEIR CSU SYSTEM. 60380 0 105882 MEMBER PROGRAMS AND ACTIVITIES - THE ASSOCIATION ENGAGES THE UNIVERSITY'S ALUMNI THROUGH MEMBER-SUPPORTED PROGRAMS AND ACTIVITIES. THE ALUMNI ASSOCIATION SEEKS TO GROW PRIDE AND LOYALTY AMONG ITS CONSTITUENTS THROUGH THESE ACTIVITIES. THROUGH A MORE CONNECTED ALUMNI BASE, INCREASED MEMBERSHIP AND GREAT AFFINITY, THE ALUMNI ASSOCIATION IS ABLE TO PROVIDE ADDITIONAL PROGRAMMING AND SERVE AS A STRONGER ADVOCATE FOR THE UNIVERSITY AND ITS ALUMNI. 9064 0 0 MEDIA - THE ALUMNI ASSOCIATION COMMUNICATES WITH ITS KEY CONSTITUENCIES THROUGH A COMPREHENSIVE RANGE OF MEDIA INCLUDING PRINT, WEB, SOCIAL MEDIA AND E-MAIL. MORE THAN 100,000 ALUMNI ARE ENGAGED THROUGH THE ONLINE CHANNELS. 242216 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 CA X X ADRIANA VENNARUCCI 5105527023 ONE WASHINGTON SQUARE SAN JOSE CA 95192 X CHRISSY CHANG PRESIDENT 1.00 X X 0 0 0 DIANA HUNTER TREASURER 1.00 X X 0 0 0 WANDA HENDRIX PAST PRESIDENT 2.00 X X 0 0 0 JANIKKE KLEM PRESIDENT-ELECT 1.00 X X 0 0 0 MARCIA DASZKO DIRECTOR 1.00 X 0 0 0 HARRIETT ARNOLD DIRECTOR 1.00 X 0 0 0 AMANDA ABIERA DIRECTOR 1.00 X 0 0 0 NICHOLAS AYALA DIRECTOR 1.00 X 0 0 0 KENNEY CHIU DIRECTOR 1.00 X 0 0 0 JOHN GIBBS DIRECTOR 1.00 X 0 0 0 CAROLYN LEWIS DIRECTOR 1.00 X 0 0 0 ARTURO LITVIN DIRECTOR 1.00 X 0 0 0 COLEETTA MCELROY DIRECTOR 1.00 X 0 0 0 ALEX MILUTIN DIRECTOR 1.00 X 0 0 0 JAMES REVELL DIRECTOR 1.00 X 0 0 0 ROBERT RIGSBY DIRECTOR 1.00 X 0 0 0 PATRICIA SMITH DIRECTOR 1.00 X 0 0 0 RASHAD WILEY DIRECTOR 1.00 X 0 0 0 DAVE DONAHUE DIRECTOR 1.00 X 0 0 0 PRISCILLA BROWN DIRECTOR 1.00 X 0 0 0 KATY GIRON DIRECTOR (BEGAN AUG) 1.00 X 0 0 0 KIRSTIN TANAKA DIRECTOR (BEGAN AUG) 1.00 X 0 0 0 VALERIE GONZALES EXECUTIVE DIRECTOR/SECRETARY 15.00 X 0 0 0 0 0 0 0 0 0 0 0 18146 97445 11812 115591 MEMBERSHIP DUES 900099 101181 101181 MEMBERSHIP ACTIVITIES 900099 4701 4701 105882 41362 41362 112500 112500 4619 18146 16212 -11593 -11593 2108 2108 2108 365850 105882 0 144377 100000 100000 72000 72000 39408 39408 8142 8142 3352 3352 36987 36987 9635 3938 2411 3286 264 264 689 689 5591 5591 2443 2443 PROGRAM EVENTS 25675 25675 304186 242216 58684 3286 91741 151872 267658 246795 39385 5810 500 500 1093464 1185257 1492748 1590234 14557 14910 14557 14910 X 1293490 1463954 184701 111370 1478191 1575324 1492748 1590234 61664 35169 300 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1357016 142336 44207 172000 6732 8879 1355948 1424908 166103 -136664 88000 331 9000 1357016 1224018 106192 172537 67350 1955 8534 1424908 1254447 84653 -5322 81350 21636 6774 1224018 1273474 106355 37290 119963 35352 7357 1254447 0.92000 0.00000 0.08000 1 0 0 PART V, LINE 4: THE ASSOCIATION'S FUNDS ARE TEMPORARILY RESTRICTED AND BOARD DESIGNATED OR QUASI-ENDOWMENTS. INVESTMENT EARNINGS ARE KEPT WITH THE CORPUS. WITH BOARD DISCRETION EARNINGS WILL BE RELEASED AS DEEMED NECESSARY. THE TEMPORARILY RESTRICTED FUNDS CONSIST OF THE FOLLOWING: SCHOLARSHIP FUND - CONSISTS OF DONOR RESTRICTED CONTRIBUTIONS TO BE USED FOR THE SCHOLARSHIP PROGRAM. MEMBERSHIP CONTRIBUTIONS - CONSISTS OF MULTI YEAR MEMBERSHIPS PURCHASED DURING THE CURRENT FISCAL YEAR. MEMBERS HAVE THE OPTION OF PURCHASING 1 YEAR, 2 YEAR AND 3 YEAR ANNUAL MEMBERSHIPS. THE 2 AND 3 YEAR MEMBERSHIPS ARE DESIGNATED AS TEMPORARILY RESTRICTED. THE BOARD DESIGNATED OR QUASI-ENDOWMENTS CONSIST OF THE FOLLOWING: LIFE MEMBERSHIP FUND - PROCEEDS OF THE FUND MAY BE USED TO SERVE LIFE MEMBERS THROUGH COMMUNICATIONS AND/OR PROGRAMS. SCHOLARSHIP FUND - PROCEEDS FROM INVESTMENT GROWTH OF SCHOLARSHIP FUNDS AND FUNDS SET ASIDE BY THE BOARD MAY BE USED TO PROVIDE SCHOLARSHIPS TO QUALIFIED SAN JOSE STATE UNIVERSITY STUDENTS. HOOVER LANGDON QUASI-ENDOWMENT - PROCEEDS OF THE FUND MAY BE USED TO AWARD THE HOOVER LANGDON SCHOLARSHIP TO A SAN JOSE STATE UNIVERSITY STUDENT. LONG TERM INVESTMENT ACCOUNT - BY DIRECTION OF THE BOARD THIS FUND IS THE RESERVE ACCOUNT FOR OPERATIONAL OR PROGRAM NEEDS. THE BOARD MAY DIRECT FUTURE USE OF THE ACCOUNT. SANTA CRUZ CHAPTER HOLIDAY PARTY 22765 18146 4619 11812 400 4000 22765 18146 4619 11812 400 4000 16212 -11593 1 THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY ONE WASHINGTON SQUARE SAN JOSE CA 951920183 830403915 501(C)(3) 100000 0 ENDOWMENT CONTRIBUTION 1 0 SCHOLARSHIP AWARDS 40 72000 PART I, LINE 2: THE SCHOLARSHIP AWARDS ARE MADE PAYABLE TO THE COLLEGE OR UNIVERSITY THE RECIPIENT IS ATTENDING. THE AWARD FUNDS GO STRAIGHT TO THE FINANCIAL AID OFFICE AT THE COLLEGE OR UNIVERSITY (VERSUS BEING PAID TO THE STUDENT RECEIVING THE AWARD). FURTHERMORE, SJSUAA VERIFIES ACADEMIC RECORDS PRIOR TO AWARDING FUNDS. THE ORGANIZATION RECEIVES PERIODIC REPORTS WITH INVESTED BALANCES. FORM 990, PART VI, SECTION B, LINE 11B PREPARED BY AN EXTERNAL TAX ACCOUNTING FIRM, THE RETURN WILL BE REVIEWED BY THE EXECUTIVE DIRECTOR, TREASURER & PRESIDENT OF THE BOARD FOR COMPLETENESS AND ACCURACY PRIOR TO FILING OF THE FORM. ANY REQUESTED CHANGES ARISING DURING THE REVIEW PROCESS WILL BE DISCUSSED AND REVISED PRIOR TO FILING. THE DRAFT FORM 990 IS ALSO MADE AVAILABLE FOR REVIEW TO ALL BOARD MEMBERS WHO WISH TO REVIEW THE FORM. ONCE ACCEPTED, THE FINAL FORM 990 SHALL BE SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BEFORE ASSUMING OFFICE, ALL POTENTIAL OFFICERS AND DIRECTORS OF THE ASSOCIATION SHALL AGREE TO THE POLICY IN WRITING. IN ADDITION, EACH DIRECTOR OR MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS IS REQUIRED TO READ AND SIGN AN UPDATED CONFLICT OF INTEREST STATEMENT ANNUALLY. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ALSO IMPOSES A CONTINUING DUTY ON THE ASSOCIATION'S DIRECTORS AND OFFICERS TO DISCLOSE THE NATURE OF THE CONFLICT (OR POTENTIAL CONFLICT) TO THE BOARD CHAIR IN WRITING UPON KNOWLEDGE OF THE CONFLICT. IF THE DIRECTOR OR OFFICER IS UNCERTAIN WHETHER A CONFLICT EXISTS, THAT PERSON MAY REQUEST THAT THE BOARD DETERMINE WHETHER A CONFLICT EXISTS BY A MAJORITY VOTE (NOT INCLUDING THE VOTE OF THE CONFLICTED DIRECTOR). ISSUES OF POTENTIAL CONFLICT MAY BE REFERRED TO OUTSIDE LEGAL COUNSEL FOR ADVICE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.