2024-03-01T10:16:07-06:00 2023-08-31 350921680 CROWE LLP 5810 TENNYSON PARKWAY SUITE 450 PLANO TX 750244112 990 2022-09-01 741367041 THE UNIVERSITY OF HOUSTON ALUMNI ASSOCIATION FOUNDATION UNIV 7137439550 PO BOX 230345 HOUSTON TX 772230345 SCOTT RANDO TREASURER 7137439550 2024-02-21 1 SCOTT RANDO 999009999 0 ANDREW GRAY P01517705 2147775200 2024-02-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WAYNE LUCKETTE PO BOX 230345 HOUSTON TX 772230345 8321732 0 X WWW.HOUSTONALUMNI.COM X 1940 TX UHAA IS A GLOBAL COMMUNITY COMMITTED TO SUPPORT UNIVERSITY OF HOUSTON AS A PREMIER INSTITUTION. 23 23 0 458 0 0 981510 872593 186491 141469 521349 769132 6467 54471 1695817 1837665 248624 235239 0 0 0 0 0 0 7105 847698 852425 1096322 1087664 599495 750001 11516465 12581583 96003 99745 11420462 12481838 THE UNIVERSITY OF HOUSTON ALUMNI ASSOCIATION'S MISSION IS TO SERVE AND SUPPORT THE UNIVERSITY, ITS STUDENTS, AND ITS ALUMNI. 0 0 662657 34586 143469 UHAA IS A MEMBERSHIP ORGANIZATION THAT PROVIDES SERVICES, PROGRAMS, AND EVENTS TO SERVE THE UNIVERSITY, ITS MEMBERS, AND INVOLVED ALUMNI. DURING THE YEAR ENDING AUGUST 31, 2023, 280 PROGRAMS, MEETINGS, ACTIVITIES, AND EVENTS WERE HELD. ALUMNI PROGRAMS ARE DESIGNED TO CONNECT AND BUILD RELATIONSHIPS BETWEEN ALUMNI, CURRENT STUDENTS, THE UHAA, AND THE UNIVERSITY. ALUMNI 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. 200653 200653 UHAA AWARDED 272 SCHOLARSHIPS TOTALING, $101,531 IN OUR OWN SCHOLARSHIPS AND $99,122 IN SCHOLARSHIP ENDOWMENT SUPPORT TO THE UNIVERSITY. THE UHAA SCHOLARSHIP PROGRAM INCLUDES SCHOLARSHIP AWARDS FOR BOTH INCOMING FRESHMEN AND CURRENT STUDENTS. 863310 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 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 23 23 0 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X MICHAEL PEDE 7137439551 3100 CULLEN BLVD STE 201 HOUSTON TX 77204 X WAYNE LUCKETT PRESIDENT 2.00 X X 0 0 0 MICHAEL SACHS INCOMING PRESIDENT 1.00 X X 0 0 0 DRUE DASILVA IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 SHAZIA KHAN SECRETARY 1.00 X X 0 0 0 RICHARD WHITELEY TREASURER 1.00 X X 0 0 0 SCOTT RANDO AT-LARGE MEMBER 1.00 X 0 0 0 ERIC BARAJAS DIRECTOR 1.00 X 0 0 0 KATY CALDWELL DIRECTOR 1.00 X 0 0 0 JAMES HONG DIRECTOR 1.00 X 0 0 0 CHARLENE JOHNSON DIRECTOR 1.00 X 0 0 0 MARGO KAPLAN DIRECTOR 1.00 X 0 0 0 AMANDA MONTAG DIRECTOR 1.00 X 0 0 0 JASON PAYNE DIRECTOR 1.00 X 0 0 0 ALEXANDER OBREGON DIRECTOR 1.00 X 0 0 0 SANDRA LEE DIRECTOR 1.00 X 0 0 0 DAVID ROLAND DIRECTOR 1.00 X 0 0 0 KEITH CORNELIUS DIRECTOR 1.00 X 0 0 0 TRENT PEREZ DIRECTOR 1.00 X 0 0 0 DAWN HOLIDAY DIRECTOR 1.00 X 0 0 0 EUGENIA VANCE DIRECTOR 1.00 X 0 0 0 KELLY COLEMAN DIRECTOR 1.00 X 0 0 0 SHAWN KEUHN DIRECTOR 1.00 X 0 0 0 TRACY KIRKLAND-PAYNE DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 413988 69860 102179 286566 872593 ALUMNI PROGRAMS 900099 141469 141469 141469 297697 297697 6915307 2000 6445872 0 469435 2000 471435 2000 469435 90800 69860 38195 52605 52605 LEGAL SETTELEMENT INCOME 900099 1866 1866 1866 1837665 143469 0 821603 X 34586 34586 200653 200653 35558 35558 65646 65646 272467 186967 85500 4071 3879 192 160683 148993 6447 5243 12136 10305 1831 4359 4359 14095 14095 FOOD AND BEVERAGES 189813 189146 205 462 GAME TICKETS 44363 41554 2809 AWARDS 31391 31391 MEMBERSHIP AND REGISTRA 9876 8121 355 1400 7967 7715 252 1087664 863310 217249 7105 826926 680102 411290 483413 225935 212654 35416 121190 16833 10324 291691 234526 61524 57165 9767907 10726610 170634 290125 11516465 12581583 48699 14030 47304 85715 96003 99745 X 10154885 11076246 1265577 1405592 11420462 12481838 11516465 12581583 750001 311375 0 X X 0 1 X 1 0 X 709355 706879 615417 981510 872593 3885754 1678774 1748395 2013795 2419754 1177006 9037724 2388129 2455274 2629212 3401264 2049599 12923478 12923478 237256 236327 193952 266158 297697 1231390 11698 6038 52605 70341 400 615 429 1866 3310 14228519 583080 0.90830 0.91950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9773217 487627 1012861 281699 263993 10728013 10021776 527173 -436632 248624 90476 9773217 7858367 176701 2297135 310427 10021776 7963119 445048 354358 681856 222302 7858367 8488213 493817 -263877 755034 7963119 0.90587 0.09413 0 0 291691 234526 57165 57165 3260400 311375 1177006 1488381 1772019 65646 65646 1837665 2199024 1177006 1177006 1022018 65646 65646 1087664 GOLF TOURNAMENT 160660 69860 90800 6639 462 31094 160660 69860 90800 6639 462 31094 38195 52605 0 UNIVERSITY OF HOUSTON 3100 CULLEN BLVD HOUSTON TX 77204 746001399 170(C)(1) 13586 0 SCHOLARSHIPS AND ATHLETIC PROGRAM SUPPORT HOUSTON ZOO 1513 CAMBRIDGE HOUSTON TX 77030 741590271 501(C)(3) 21000 0 GENERAL SUPPORT 1 1 SCHOLARSHIPS 272 200653 0 SCHEDULE I PART III SCHOLARSHIP SELECTION IS DECIDED BY SIXTEEN DIFFERENT SCHOLARSHIP COMMITTEES AND IS BASED ON SPECIFIC CRITERIA AS WELL AS COMPLETION OF AN APPLICATION. THE APPLICATION AND CRITERIA CAN BE FOUND ON THE UHAA WEBSITE: WWW.UHAAF.COM/SCHOLARSHIPS. 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 A, LINE 4 THE MISSION OF THE UNIVERSITY OF HOUSTON ALUMNI ASSOCIATION FOUNDATION WAS REVISED TO REFLECT TO ENCOURAGE ALUMNI TO ASSIST IN PROVIDING SUPPORT TO CONSTITUENT ALUMNI ASSOCIATIONS INSTEAD OF COLLEGE, SCHOOL, OR GEOGRAPHIC REGION ACTIVITIES. IT ALSO REVISED FROM MAKING DISTRIBUTIONS TO THE UNIVERSITY OF HOUSTON INDIVIDUAL SCHOOLS, COLLEGES, AND GEOGRAPHIC REGION CLUBS TO NOW MAKE DISTRIBUTIONS TO CONSTITUENT ALUMNI ASSOCIATIONS. THERE ARE TWO CLASSES OF MEMBERS CONSISTING OF MEMBERS AND LIFE MEMBERS. OFFICERS MAY NOT SERVE MORE THAN TWO CONSECUTIVE TERMS INSTEAD OF THREE. 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. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 140,507. MANAGEMENT AND GENERAL EXPENSES 85,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 226,007. BROADCASTING: PROGRAM SERVICE EXPENSES 46,460. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,460. 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 $744,654 EMPLOYEES, $137,600 MAINTENANCE, AND $294,752 OTHER EXPENSES.