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Nonprofit · EIN 95-3767311

UCSB ALUMNI ASSOCIATION

Tax-exempt · SANTA BARBARA, CA 93106

Financials

$221K$71K2022$183K$149K2023$200K$140K2024
Revenue Expenses · by fiscal year end
Financials of UCSB ALUMNI ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$199,870$139,710$60,160$7,169,737$207,296$6,962,441
June 30, 2024990$183,018$148,696$34,322$6,334,209$66,908$6,267,301
June 30, 2023990$220,983$71,436$149,547$5,751,962$55,998$5,695,964
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$31,785
Program service revenue
$82,744
Investment income
$85,341
Other revenue
$0

Expenses

Grants and similar amounts paid
$114,529
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$10,550
Program services (functional)
$129,160
Management and general (functional)
$10,550

Balance sheet and other

Total assets, start of year
$6,334,209
Total assets, end of year
$7,169,737
Total liabilities, end of year
$207,296
Net assets, end of year
$6,962,441
Publicly traded securities
$6,448,147
Net assets without donor restrictions
$6,956,226
Net assets with donor restrictions
$6,215
Gross receipts
$199,870
Employees
0
Volunteers
0
Year formed
1965
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Henry YangEx-Officio Member
Trustee or director
2$693,644$101,209
Dar RobertsFaculty Representative
Trustee or director
2$336,980$52,001
Chris PizzinatEx-Officio Member
Trustee or director
2$231,185$45,596
Samantha PutnamExecutive Director
Officer
2$177,744$33,607
Gene LucasPresident
Trustee or director, Officer
5$0$0
Cameron BrownDirector
Trustee or director
2$0$0
Luanne AndreottiDirector
Trustee or director
2$0$0
Dianne BernardinoDirector
Trustee or director
2$0$0
Colleen PizarevDirector
Trustee or director
2$0$0
Shawna WrightDirector
Trustee or director
2$0$0
Erica NewlandTreasurer
Trustee or director, Officer
5$0$0
Ryan NewtonDirector
Trustee or director
2$0$0
Michael DesmondDirector
Trustee or director
2$0$0
Philip TuckerDirector
Trustee or director
2$0$0
Kristyn Gherardi BassiDirector
Trustee or director
2$0$0
14 more people on this return
NameTitleHours / weekCompensation
Arturo GonzalezDirector
Trustee or director
2$0
Nat KunesDirector
Trustee or director
2$0
David BrosnanVice President
Trustee or director, Officer
2$0
Tawni KoutchesfahaniDirector
Trustee or director
2$0
Al YuenDirector
Trustee or director
2$0
Bei-Jing GuoDirector
Trustee or director
2$0
Adrian ElegadoDirector
Trustee or director
2$0
Amparo Rios DavisDirector
Trustee or director
2$0
Emanuel GarciaDirector
Trustee or director
2$0
Jena PruittDirector
Trustee or director
2$0
Douglas FriednashDirector
Trustee or director
2$0
Lariza JohnsonDirector
Trustee or director
2$0
Elizabeth JuengerDirector
Trustee or director
2$0
Epifanio PeinadoDirector
Trustee or director
2$0
990 for the year ended June 30, 2024: 31 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Henry YangEx-Officio Member
Trustee or director
2$0$639,714$66,397
Chris PizzinatEx-Officio Member
Trustee or director
2$0$210,615$17,634
Samantha PutnamExecutive Director
Officer
2$0$158,121$12,897
Rocio TorresDirector
Trustee or director
2$0$117,659$17,710
Michael CitronDirector
Trustee or director, Officer
2$0$0$0
Gene LucasPresident
Trustee or director, Officer
5$0$0$0
Cameron BrownDirector
Trustee or director
2$0$0$0
Luanne AndreottiDirector
Trustee or director
2$0$0$0
Dianne BernardinoDirector
Trustee or director
2$0$0$0
Colleen PizarevDirector
Trustee or director
2$0$0$0
Carrie HerbertDirector
Trustee or director
2$0$0$0
Shawna WrightVice President
Trustee or director
2$0$0$0
Erica NewlandTreasurer
Trustee or director, Officer
5$0$0$0
Ryan NewtonDirector
Trustee or director
2$0$0$0
Michael DesmondDirector
Trustee or director
2$0$0$0
Philip TuckerDirector
Trustee or director
2$0$0$0
Kristyn BassiDirector
Trustee or director
2$0$0$0
Arturo GonzalezDirector
Trustee or director
2$0$0$0
Nat KunesDirector
Trustee or director
2$0$0$0
Tawni KoutchesfahaniDirector
Trustee or director
2$0$0$0
Al YuenDirector
Trustee or director
2$0$0$0
David BrosnanDirector
Trustee or director
2$0$0$0
Bei-Jing GuoDirector
Trustee or director
2$0$0$0
Barry SlivinskyDirector
Trustee or director
2$0$0$0
Adrian ElegadoDirector
Trustee or director
2$0$0$0
Amparo Rios DavisDirector
Trustee or director
2$0$0$0
Emanuel GarciaDirector
Trustee or director
2$0$0$0
Jena PruittDirector
Trustee or director
2$0$0$0
Tessa VekslerAS President
Trustee or director
2$0$0$0
Joel RaznickRegent Designate
Trustee or director
2$0$0$0
Gustavo Prado SampaioLaura SnellGSA President
Trustee or director
2$0$0$0
990 for the year ended June 30, 2023: 32 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Henry YangEx-Officio Member
Trustee or director
2$0$436,991$86,688
Hua LeeFaculty Representative
Trustee or director
2$0$303,128$39,256
Chris PizzinatEx-Officio Member
Trustee or director
1$0$201,502$41,578
Samantha PutnamExecutive Director
Officer
2$0$136,153$29,185
Noelle HirneiseDirector
Trustee or director
2$0$0$0
Leslie KlonoffDirector
Trustee or director
2$0$0$0
Michael CitronPresident
Trustee or director, Officer
5$0$0$0
Gene LucasVice-President
Trustee or director, Officer
5$0$0$0
Cameron BrownDirector
Trustee or director
2$0$0$0
Patricia Chau NguyenDirector
Trustee or director
2$0$0$0
Luanne AndreottiDirector
Trustee or director
2$0$0$0
Stephen DavisDirector
Trustee or director
2$0$0$0
Sergio LagunasDirector
Trustee or director
2$0$0$0
Dianne BernardinoDirector
Trustee or director
2$0$0$0
Rocio TorresDirector
Trustee or director
2$0$0$0
Colleen PizarevDirector
Trustee or director
2$0$0$0
Carrie HerbertDirector
Trustee or director
2$0$0$0
KC MmejeDirector
Trustee or director
2$0$0$0
Shawna WrightDirector
Trustee or director
2$0$0$0
Erica NewlandTreasurer
Trustee or director, Officer
5$0$0$0
Ryan NewtonDirector
Trustee or director
2$0$0$0
Michael DesmondDirector
Trustee or director
2$0$0$0
Philip TuckerDirector
Trustee or director
2$0$0$0
Kristyn BassiDirector
Trustee or director
2$0$0$0
Arturo GonzalezDirector
Trustee or director
2$0$0$0
Nat KunesDirector
Trustee or director
2$0$0$0
Tawni KoutchesfahaniDirector
Trustee or director
2$0$0$0
Al YuenDirector
Trustee or director
2$0$0$0
David BrosnanDirector
Trustee or director
2$0$0$0
Bedlam MartinEugene RiordanGSA President
Trustee or director
2$0$0$0
Gurleen PablaAS President
Trustee or director
2$0$0$0
Joel RaznickRegent Designate
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
MOSHER ALUMNI HOUSE, SANTA BARBARA, CA 93106-0001
In care of
% HAZRA KAMAL
Principal officer (990 for 2024)
Samantha Putnam, Mosher Alumni House, Santa Barbara, CA 93106
Signed the 990
Samantha Putnam, Executive Director
Phone
(805) 893-3565
Return prepared by
MELISSA PETERSEN AND COMPANY

California records

California keeps its own records of charities and corporations. Search them by EIN 95-3767311 or by the name UCSB ALUMNI ASSOCIATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

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.

990 for the year ended June 30, 2025

Program accomplishments

  • 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.
    Expenses $129,160 · grants $114,529

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
95-3767311
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1967
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B840)
Assets (IRS master file)
$7,169,737
Income (IRS master file)
$199,870

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$199,870$139,710$7,169,737IRS
990June 2024$183,018$148,696$6,334,209IRS
990June 2023$220,983$71,436$5,751,962XML
990June 2022$198,358$337,298$5,344,353IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-3767311).

Questions about UCSB ALUMNI ASSOCIATION

What is the EIN of UCSB ALUMNI ASSOCIATION?
The employer identification number (EIN) of UCSB ALUMNI ASSOCIATION is 95-3767311.
Is UCSB ALUMNI ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
Are donations to UCSB ALUMNI ASSOCIATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UCSB ALUMNI ASSOCIATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UCSB ALUMNI ASSOCIATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UCSB ALUMNI ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of UCSB ALUMNI ASSOCIATION?
The 990 for the year ended June 30, 2025 names Samantha Putnam.
Who are the officers and directors of UCSB ALUMNI ASSOCIATION?
The 990 for the year ended June 30, 2025 lists 29 people; 4 received compensation from the organization, the highest $693,644 (Henry Yang, Ex-Officio Member).
How much revenue does UCSB ALUMNI ASSOCIATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $199,870, expenses of $139,710 and total assets of $7,169,737 at year end.

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