2024-05-14T10:17:34-05:00 2023-06-30 272087941 MELISSA PETERSEN AND COMPANY PO BOX 92202 SANTA BARBARA CA 93190 990 2022-07-01 953767311 University of California Santa Barbara Alumni Association UNIV 8058933565 Mosher Alumni House Santa Barbara CA 93106 Samantha Putnam Executive Director 8058933565 2024-05-14 1 Samantha Putnam 999009999 0 Melissa Petersen P01072423 8056948331 X 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z UCSB Alumni Association Samantha Putnam Mosher Alumni House Santa Barbara CA 93106 220983 0 X www.ucsbalum.com X 1965 CA To serve the University, to involve UCSB alumni and students in its affairs and to enlist alumni talents in the preservation and promotion of UCSB's image, tradition, pride and status as a world class university. 31 24 0 0 0 0 0 0 27171 20750 18195 62708 152992 137525 198358 220983 317830 30821 0 0 0 0 0 0 0 19468 40615 337298 71436 -138940 149547 5344353 5751962 137525 55998 5206828 5695964 To serve the University, to involve UCSB alumni and students in its affairs and to enlist alumni talents in the preservation and promotion of UCSB's image, tradition, pride and status as a world class university. 0 0 30821 Support: The Association is set up as a supporting organization of the University of California, Santa Barbara, and makes significant financial contributions to the University, as well as suppporting programs and activities promoting alumni engagement. 30821 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 31 24 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X Samantha Putnam 8058933565 Mosher Alumni House UCSB Santa Barbara CA 93106 Noelle Hirneise Director 2.00 X 0 0 0 Leslie Klonoff Director 2.00 X 0 0 0 Michael Citron President 5.00 X X 0 0 0 Gene Lucas Vice-President 5.00 X X 0 0 0 Cameron Brown Director 2.00 X 0 0 0 Patricia Chau Nguyen Director 2.00 X 0 0 0 Luanne Andreotti Director 2.00 X 0 0 0 Stephen Davis Director 2.00 X 0 0 0 Sergio Lagunas Director 2.00 X 0 0 0 Dianne Bernardino Director 2.00 X 0 0 0 Rocio Torres Director 2.00 X 0 0 0 Colleen Pizarev Director 2.00 X 0 0 0 Carrie Herbert Director 2.00 X 0 0 0 KC Mmeje Director 2.00 X 0 0 0 Shawna Wright Director 2.00 X 0 0 0 Erica Newland Treasurer 5.00 X X 0 0 0 Ryan Newton Director 2.00 X 0 0 0 Michael Desmond Director 2.00 X 0 0 0 Philip Tucker Director 2.00 X 0 0 0 Kristyn Bassi Director 2.00 X 0 0 0 Arturo Gonzalez Director 2.00 X 0 0 0 Nat Kunes Director 2.00 X 0 0 0 Tawni Koutchesfahani Director 2.00 X 0 0 0 Al Yuen Director 2.00 X 0 0 0 David Brosnan Director 2.00 X 0 0 0 Chris Pizzinat Ex-Officio Member 1.00 38.00 X 0 201502 41578 Bedlam MartinEugene Riordan GSA President 2.00 X 0 0 0 Gurleen Pabla AS President 2.00 X 0 0 0 Hua Lee Faculty Representative 2.00 38.00 X 0 303128 39256 Henry Yang Ex-Officio Member 2.00 38.00 X 0 436991 86688 Joel Raznick Regent Designate 2.00 X 0 0 0 Samantha Putnam Executive Director 2.00 38.00 X 0 136153 29185 0 1077774 196707 0 0 1 1 0 Affinity Programs 611710 20750 20750 20750 62708 62708 Forgiven Debt 137525 137525 137525 220983 137525 0 83458 X 30821 30821 9945 9945 Other expenses 15517 15517 Board meetings 15153 15153 71436 30821 40615 0 6215 210443 184477 358028 14437 5139224 5183491 5344353 5751962 137525 55998 137525 55998 X 5186176 5689749 20652 6215 5206828 5695964 5344353 5751962 149547 339589 0 X 1 X 0 0 0 X X 1 University of California Santa Barbara 956006145 2 1 30821 0 1 30821 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X Part IV, Section D, Line 3 - Role of Supported Organizations The Alumni Association has investments kept with the UC Regents, which is a pooled investment with other funds within the UC system. In addition, several members of the Association's Board of Directors are appointed by the University, including the Chancellor of the University. Part IV, Section E, Line 1c - How Supported Government Entit The Association periodically gives additional financial support to the University. 0 Due to Related Party 55998 55998 0 UCSB University of California Santa Barbara CA 93106 956006145 GOV 30821 0 Support to Campus 0 0 0 0 0 0 0 0 0 Henry Yang Ex-Officio Member 0 436991 0 0 0 0 0 40932 0 45756 0 523679 0 0 Hua Lee Faculty Representative 0 303128 0 0 0 0 0 22096 0 17160 0 342384 0 0 Chris Pizzinat Ex-Officio Member 0 201502 0 0 0 0 0 17634 0 23944 0 243080 0 0 Samantha Putnam Executive Director 0 136153 0 0 0 0 0 12070 0 17115 0 165338 0 0 Part III - Other Additional Information The UCSB Alumni Association is affiliated with the University of California, Santa Barbara and several board members and ex-officio board members are employees of the University. All compensation listed here is from the University and is subject to the procedures and policies of the University. Form 990, Part VI, Section B, line 11b A draft of Form 990 is distributed to the Finance and Executive Committees of the Board of Directors for preliminary review. The Finance Committee then performs a review and approval process, where any adjustments, corrections and comments from the Finance or Executive Committees are noted and addressed. A copy of the completed Form 990 is distributed to the entire Board of Directors for review and approval prior to filing. Form 990, Part VI, Section B, line 12c At the beginning of each fiscal year, all Board Members are required to sign a conflict of interest policy and disclosure form. By signing the form, they agree that they received a copy of the UCSB Alumni Association Conflict of Interest Policy, read and understand the policy, and agree to comply with the policy. Form 990, Part VI, Section B, line 15 The UCSB Alumni Association has no employees. The staff handling Association programs are employed by the University of California, Santa Barbara. Compensation is determined by the University, using approved University policies and procedures. Form 990, Part VI, Section C, line 19 The Organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request. Part IX, Column D - Fundraising Expenses The Association has a non-compete agreement with UCSB. All fundraising is done by the University and the related fundraising expenses are paid for by the University. The Association recieves revenue through investment income and other sources. UCSB University of California Santa Barb Santa Barbara CA 93106 956006145 Education CA 501(c)(3) Line 6 N/A 0 UCSB Foundation University of California Santa Barb Santa Barbara CA 93106 237314834 Education CA 501(c)(3) Line 11 N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 UCSB B 30821 FMV (Cash) UCSB Foundation M 60708 FMV (Cash) UCSB E 55998 FMV (Cash) UCSB S 137525 FMV (Cash)