2026-05-04T13:51:31-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 6320 CANOGA AVENUE 17TH FLOOR WOODLAND HILLS CA 91367 990 2024-07-01 952286986 UCLA ALUMNI ASSOCIATION UCLA 3102068962 10889 WILSHIRE BLVD SUITE 1000 LOS ANGELES CA 90024 YOLANDA GORMAN AVC 3102068962 2026-04-29 1 1 LAUREN A HAVERLOCK P00545829 8185771900 2024 2025-03-06 01:10:19Z JULIE SINA 10889 WILSHIRE BLVD SUITE 1000 LOS ANGELES CA 90024 3120535 0 X HTTPS://ALUMNI.UCLA.EDU X 1934 CA THE MISSION OF THE UCLA ALUMNI ASSOCIATION IS TO ENRICH THE LIVES OF ALUMNI AND INVOLVE THEM IN THE FUTURE OF UCLA. 21 19 0 19 745044 49427 241251 191568 830815 873545 771842 921656 1832439 1133766 3676347 3120535 0 0 0 0 3220837 3144026 0 0 0 976969 849959 4197806 3993985 -521459 -873450 17406239 16551492 1151327 428657 16254912 16122835 THE MISSION OF THE UCLA ALUMNI ASSOCIATION IS TO ENRICH THE LIVES OF ALUMNI AND INVOLVE THEM IN THE FUTURE OF UCLA. 0 0 346679 0 745044 THE ASSOCIATION'S ACTIVITIES, WHICH INVOLVE ALUMNI AND STUDENT VOLUNTEERS, INCLUDE MEMBERSHIP AND RESOURCES DEVELOPMENT ACTIVITIES TO ATTRACT AND RETAIN ALUMNI MEMBERS. THE TRAVEL ACTIVITIES PROGRAM COORDINATES AND FACILITATES TRIPS WITH MEMBERS THAT GIVE THEM AN OPPORTUNITY TO VISIT THE WORLD AND LEARN FROM THE UCLA FACULTY ABOUT THE LOCATIONS. 2647341 0 128501 THE ASSOCIATION SUPPORTS OVER 70 UCLA REGIONAL, INTERNATIONAL, DIVERSITY, AFFINITY, AND STUDENT ALUMNI GROUPS THAT PROMOTE THE GENERAL WELFARE OF UCLA. SERVICE PROGRAMS ARE DESIGNED TO CONNECT AND ENGAGE UCLA STUDENTS, MEMBERS, AND CONSTITUENTS. THE PROGRAMS INCLUDE THE STUDENT ALUMNI ASSOCIATION, AWARD PROGRAMS, CAREER DEVELOPMENT, BRUIN RECRUITMENT, ATHLETIC PARTNERSHIPS, AND SCHOLARSHIPS. 2994020 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 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 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 21 19 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 CA X LEA RASMUSSON 3109566094 10889 WILSHIRE BLVD SUITE 1000 LOS ANGELES CA 90024 SINA JULIE CEO & AVC 20.00 20.00 X X 0 415332 94513 RASMUSSON LEA CFO 20.00 20.00 X X 0 322329 89556 RETANA PACO PRESIDENT 1.00 0.00 X X 0 0 0 FLORES CINTHIA VICE PRESIDENT 1.00 0.00 X X 0 0 0 CHOI CATHY SECRETARY 1.00 0.00 X X 0 0 0 LEW ED TREASURER 1.00 0.00 X X 0 0 0 DAS SONIA DIRECTOR 1.00 0.00 X 0 0 0 DICKAU DEVON DIRECTOR 1.00 0.00 X 0 0 0 D'SOUZA SAMANTHA DIRECTOR 1.00 0.00 X 0 0 0 ELLIS-SMITH STEPHANIE DIRECTOR 1.00 0.00 X 0 0 0 FLOREZ DEAN DIRECTOR 1.00 0.00 X 0 0 0 HARRIS CORETTA DIRECTOR 1.00 0.00 X 0 0 0 MACLAUGHLIN CHRIS DIRECTOR 1.00 0.00 X 0 0 0 MANSURE MANAF DIRECTOR 1.00 0.00 X 0 0 0 MATTHEWS COREY DIRECTOR 1.00 0.00 X 0 0 0 PHAM JOSEPH DIRECTOR 1.00 0.00 X 0 0 0 SAMARJIAN NATAIE DIRECTOR 1.00 0.00 X 0 0 0 SANCHEZ MONICA DIRECTOR 1.00 0.00 X 0 0 0 SAUCEDO MATT DIRECTOR 1.00 0.00 X 0 0 0 VARDNER JOSPEH DIRECTOR 1.00 0.00 X 0 0 0 ZSCHASCHEL DIANA DIRECTOR 1.00 0.00 X 0 0 0 TURTELTAUB RHEA VICE CHANCELLOR 1.00 40.00 X 0 604734 148612 HUNT DARNELL INTERIM CHANCELLOR 1.00 40.00 X 0 603349 110775 BLOCK GENE D CHANCELLOR (THRU JULY 2024) 1.00 40.00 X 0 490766 102329 0 2436510 545785 0 0 1 0 0 138868 52700 191568 ALUMNI TRAVEL PROGRAMS 561500 745044 745044 ALUMNI & STUDENT PROGRAMS 611710 128501 128501 873545 921656 921656 1133766 1133766 3120535 128501 745044 2055422 2216298 1551409 664889 249362 174554 74808 523826 366678 157148 154540 108178 46362 78917 78917 71015 37284 33731 2145 2145 82485 70697 11788 ALUMNI RELATIONS/EVENTS 615397 604158 11239 3993985 2994020 999965 0 57966 166661 1248616 256758 309114 287782 422610 327187 15367933 15513104 17406239 16551492 1054347 369015 96980 59642 1151327 428657 X 16254912 16122835 16254912 16122835 17406239 16551492 -873450 741373 0 X 0 1 X 1 0 X 238302 219150 181622 241251 191568 1071893 4938561 5446473 6453549 16838583 238302 219150 5120183 5687724 6645117 17910476 17910476 2418715 2271464 2402992 2604281 2055422 11752874 16951 84079 49427 150457 29813807 2609047 0.60070 0.49170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 THE UCLA FOUNDATION INVESTMENT POOL 15513104 F 15513104 X 10315457 741373 6453549 7194922 3120535 0 3120535 10447534 6453549 6453549 3993985 0 3993985 PART X, LINE 2: THE FINANCIAL STATEMENTS' FOOTNOTE 3 (PG. 10) READS AS FOLLOWS: "THE ASSOCIATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA. HOWEVER, CERTAIN ACTIVITIES OF THE ASSOCIATION ARE SUBJECT TO UNRELATED BUSINESS INCOME TAXES." "THE ASSOCIATION APPROPRIATELY PROVIDES THE DETAIL OF SUCH ACTIVITIES IN ITS ANNUAL TAX RETURN. THE ASSOCIATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE ASSOCIATION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE ASSOCIATION RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, THE ASSOCIATION DID NOT RECOGNIZE ANY AMOUNT IN POTENTIAL INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS." 0 0 0 0 0 0 0 0 0 TURTELTAUB RHEA VICE CHANCELLOR 0 598398 0 0 0 6336 0 123952 0 24660 0 753346 0 0 HUNT DARNELL INTERIM CHANCELLOR 0 597013 0 0 0 6336 0 86056 0 24719 0 714124 0 0 BLOCK GENE D CHANCELLOR (THRU JULY 2024) 0 470990 0 0 0 19776 0 71093 0 31236 0 593095 0 0 SINA JULIE CEO & AVC 0 415332 0 0 0 0 0 75338 0 19175 0 509845 0 0 RASMUSSON LEA CFO 0 319829 0 2500 0 0 0 72296 0 17260 0 411885 0 0 PART 1 LINE 3: CEO COMPENSATION - THE UCLA ALUMNI ASSOCIATION CEO IS EMPLOYED BY UCLA, A RELATED ORGANIZATION. UCLA USES INTERNAL COMPENSATION GUIDES, AND COMPENSATION SURVEYS TO DETERMINE CEO COMPENSATION. FORM 990, PART VI, SECTION B, LINE 11B PROVIDING FORM 990 TO GOVERNING BOARD - MANAGEMENT PREPARES A DRAFT FORM 990. THE DRAFT IS REVIEWED BY THE CHAIR OF THE ASSOCIATION'S AUDIT COMMITTEE. THE FINAL FORM 990 IS MADE AVAILABLE TO THE ENTIRE GOVERNING BOARD THROUGH A SECURE INTRANET SITE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY - ALL UCLA ALUMNI ASSOCIATION OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST CERTIFICATION FORM. ANY DISCLOSURE THAT COULD GIVE RISE TO A CONFLICT IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW - THE UCLA ALUMNI ASSOCIATION CONTRACTS WITH THE UNIVERSITY OF CALIFORNIA, LOS ANGELES (UCLA) TO PROVIDE ALL OF ITS PERSONNEL, JOB DESCRIPTIONS, CLASSIFICATIONS, SALARY RANGES, AND BENEFITS ARE DETERMINED BY UCLA IN ACCORDANCE WITH ITS CAMPUS POLICIES AND CLASSIFICATIONS GUIDELINES. THE UCLA ALUMNI ASSOCIATION DOES NOT DIRECTLY PAY ANY INDIVIDUAL PERSONNEL FOR THEIR SERVICES, RATHER IT REIMBURSES UCLA FOR THE PROVISION OF SUCH PERSONNEL. UCLA IS RESPONSIBLE FOR PAYING ALUMNI ASSOCIATION STAFF AND REPORTING ALL WAGES, PAYROLL TAXES, AND OTHER EMPLOYMENT RELATED AMOUNTS ON ITS PAYROLL TAX RETURNS, WHICH ARE FILED UNDER EIN 95-6006143. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS AND POLICIES - ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES 405 HILGARD AVE LOS ANGELES CA 90095 956006143 PUBLIC UNIVERSITY CA N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 PART II, LINE 1: THE REGENTS OF THE UNIVERSITY OF CALIFORNIA (UC) IS NOT A "RELATED ORGANIZATION" TO THE FILING ORGANIZATION AS DEFINED BY THE INSTRUCTIONS TO THE IRS FORM 990, INCLUDING THE INSTRUCTIONS TO SCHEDULE R. HOWEVER, UC POLICY PROVIDES THAT THE FILING ORGANIZATION IS ORGANIZED AND OPERATED FOR THE PURPOSE OF PROVIDING SUPPORT FOR THE BENEFIT OF ITS LOS ANGELES CAMPUS OF UC. ACCORDINGLY, DUE TO THE CLOSE RELATIONSHIP BETWEEN THE FILING ORGANIZATION AND UC, AND FOR THE SAKE OF TRANSPARENCY, UC IS LISTED AS A RELATED ORGANIZATION.