2025-05-13T19:42:59-05:00 2024-06-30 272087941 MELISSA PETERSEN AND COMPANY PO BOX 92202 SANTA BARBARA CA 93190 990 2023-07-01 953767311 University of California Santa Barbara Alumni Association UNIV 8058933565 Mosher Alumni House Santa Barbara CA 93106 Samantha Putnam Executive Director 8058933565 2025-05-13 1 1 Melissa Petersen P01072423 8056948331 X 2023 2025-03-06 01:10:19Z UCSB Alumni Association Samantha Putnam Mosher Alumni House Santa Barbara CA 93106 183018 0 X www.ucsbalum.com X 1965 CA To build mutually beneficial lifelong relationships with UCSB alumni for the purpose of promoting philanthropy, mobilizing for advocacy and providing opportunities for service to UC Santa Barbara. 31 24 0 0 0 0 0 29520 20750 33032 62708 120466 137525 0 220983 183018 30821 81000 0 0 0 0 0 0 0 40615 67696 71436 148696 149547 34322 5751962 6334209 55998 66908 5695964 6267301 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 138188 81000 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. 138188 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 Michael Citron Director 2.00 X X 0 0 0 Gene Lucas President 5.00 X X 0 0 0 Cameron Brown Director 2.00 X 0 0 0 Luanne Andreotti Director 2.00 X 0 0 0 Dianne Bernardino Director 2.00 X 0 0 0 Rocio Torres Director 2.00 38.00 X 0 117659 17710 Colleen Pizarev Director 2.00 X 0 0 0 Carrie Herbert Director 2.00 X 0 0 0 Shawna Wright Vice President 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 Bei-Jing Guo Director 2.00 X 0 0 0 Barry Slivinsky Director 2.00 X 0 0 0 Adrian Elegado Director 2.00 X 0 0 0 Amparo Rios Davis Director 2.00 X 0 0 0 Emanuel Garcia Director 2.00 X 0 0 0 Jena Pruitt Director 2.00 X 0 0 0 Tessa Veksler AS President 2.00 X 0 0 0 Henry Yang Ex-Officio Member 2.00 38.00 X 0 639714 66397 Joel Raznick Regent Designate 2.00 38.00 X 0 0 0 Chris Pizzinat Ex-Officio Member 2.00 38.00 X 0 210615 17634 Gustavo Prado SampaioLaura Snell GSA President 2.00 X 0 0 0 Samantha Putnam Executive Director 2.00 38.00 X 0 158121 12897 0 1126109 114638 0 0 1 1 0 29520 29520 Affinity Programs 611710 33032 33032 33032 92450 92450 28016 0 28016 28016 28016 183018 33032 0 120466 X 81000 81000 10508 10508 Other expenses 49007 49007 Board meetings 8181 8181 148696 138188 10508 0 210443 56322 358028 526396 5183491 5751491 5751962 6334209 55998 66908 55998 66908 X 5689749 6261086 6215 6215 5695964 6267301 5751962 6334209 34322 537015 0 X 1 X 0 0 0 X X 1 University of California Santa Barbara 956006145 2 1 81000 0 1 81000 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 Entities The Association periodically gives additional financial support to the University. 0 Due to Related Party 66908 66908 0 UCSB University of California Santa Barbara CA 93106 956006145 GOV 81000 0 Support to Campus 1 1 0 0 0 0 0 0 0 0 0 Henry Yang Ex-Officio Member 0 639714 0 0 0 0 0 0 0 24825 0 664539 0 0 Chris Pizzinat Ex-Officio Member 0 210615 0 0 0 0 0 0 0 23944 0 234559 0 0 Samantha Putnam Executive Director 0 158121 0 0 0 0 0 0 0 17531 0 175652 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 receives 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 81000 FMV (Cash) UCSB Foundation M 92450 FMV (Cash) UCSB E 66908 FMV (Cash) UCSB S FMV (Cash)