UNIVERSITY OF CALIFORNIA SANTA BARBARA ALUMNI ASSOCIATION Charity Report

Public IRS 990 nonprofit record

UNIVERSITY OF CALIFORNIA SANTA BARBARA ALUMNI ASSOCIATION

EIN 95-3767311 · Education (B840)

What they do

to Serve The University, to Involve UCSB Alumni and Students In Its Affairs and to Enlist Alumni Talents In The Preservation and Promotion of UCSBs Image, Tradition, Pride and Status As A World Class University.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $92.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders29 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

64.62%of revenue went to mission work92.4% of expenses · Program services

$69.90spent for every $100 of revenueRevenue covered expenses this year.

5.28%of revenue went to management and office costs7.6% of expenses

$51.32in assets for every $1 spent this yearSome assets cannot be spent right away.

15.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $794,853 for HENRY YANG (EX-OFFICIO MEMBER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$199,870

Mission workProgram services$129,16064.62% of revenue92.4% of expenses

ManagementOffice and general costs$10,5505.28% of revenue7.6% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$60,16030.10% of revenueShown in gray on the chart

Total expenses$139,71069.90% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 92.4% mission · 7.6% management · 0.0% fundraisingTotal expenses: 69.90% of revenue

2023Expense mix: 92.9% mission · 7.1% management · 0.0% fundraisingTotal expenses: 81.25% of revenue

2022Expense mix: 43.1% mission · 56.9% management · 0.0% fundraisingTotal expenses: 32.33% of revenue

2021Expense mix: 94.2% mission · 5.8% management · 0.0% fundraisingTotal expenses: 170.05% of revenue

2020Expense mix: 79.0% mission · 21.0% management · 0.0% fundraisingTotal expenses: 373.17% of revenue

2019Expense mix: 71.4% mission · 28.6% management · 0.0% fundraisingTotal expenses: 89.04% of revenue

2018Expense mix: 75.3% mission · 24.7% management · 0.0% fundraisingTotal expenses: 168.55% of revenue

2017Expense mix: 79.0% mission · 21.0% management · 0.0% fundraisingTotal expenses: 223.12% of revenue

Money in and money out

Revenue$199,870

Expenses$139,710

Annual surplus $60,160 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$129,160 · 92.4% of expenses

Management and office costs$10,550 · 7.6% of expenses

See all reported dollar amounts

Revenue$199,870

Expenses$139,710

Assets$7,169,737

Income$199,870

Contributions$31,785

Mission work (program services)$129,160

Grants given$900,831

Average grant$128,690

Management and general$10,550

Stocks and bonds$6,448,147

Accounting fees$10,550

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

HENRY YANGEX-OFFICIO MEMBER · 2 hrs/week $794,853Base $693,644 · Other $101,209

DAR ROBERTSFACULTY REPRESENTATIVE · 2 hrs/week $388,981Base $336,980 · Other $52,001

CHRIS PIZZINATEX-OFFICIO MEMBER · 2 hrs/week $276,781Base $231,185 · Other $45,596

SAMANTHA PUTNAMEXECUTIVE DIRECTOR · 2 hrs/week $211,351Base $177,744 · Other $33,607

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (29)

HENRY YANGEX-OFFICIO MEMBER

DAR ROBERTSFACULTY REPRESENTATIVE

CHRIS PIZZINATEX-OFFICIO MEMBER

SAMANTHA PUTNAMEXECUTIVE DIRECTOR

EPIFANIO PEINADODIRECTOR

TAWNI KOUTCHESFAHANIDIRECTOR

SHAWNA WRIGHTDIRECTOR

RYAN NEWTONDIRECTOR

PHILIP TUCKERDIRECTOR

NAT KUNESDIRECTOR

MICHAEL DESMONDDIRECTOR

LUANNE ANDREOTTIDIRECTOR

LARIZA JOHNSONDIRECTOR

KRISTYN GHERARDI BASSIDIRECTOR

JENA PRUITTDIRECTOR

GENE LUCASPRESIDENT

ERICA NEWLANDTREASURER

ADRIAN ELEGADODIRECTOR

EMANUEL GARCIADIRECTOR

ELIZABETH JUENGERDIRECTOR

DOUGLAS FRIEDNASHDIRECTOR

DIANNE BERNARDINODIRECTOR

DAVID BROSNANVICE PRESIDENT

COLLEEN PIZAREVDIRECTOR

CAMERON BROWNDIRECTOR

BEI-JING GUODIRECTOR

ARTURO GONZALEZDIRECTOR

AMPARO RIOS DAVISDIRECTOR

AL YUENDIRECTOR

About this charity

Recognized since: January 1967
Location: MOSHER ALUMNI HOUSE, SANTA BARBARA, CA 93106-0001
County: Santa Barbara
In care of: % HAZRA KAMAL
Primary officer: Samantha Putnam, Executive Director

How to reach them

WebsiteVisit the charity’s website Emailalumni@alumni.ucsb.edu Phone(805) 893-3565

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: MELISSA PETERSEN AND COMPANY
NTEE classification: Education (B840)
Grant-giving organization: Yes