University of California Santa Barbara Alumni Association (EIN 953767311) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

Samantha Putnam

Phone

8058933565

Tax Period

2023-07-01 to 2024-06-30

University of California Santa Barbara Alumni Association, founded in 1965, is a small nonprofit in the Education sector that reported $183K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $34K, a strong 19% operating margin.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $29,520

Program Service Revenue $33,032

Investment Income $120,466

Other Revenue $0

TOTAL REVENUE $183,018

Expense Breakdown

Grants Paid $81,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $138,188

Other Expenses $67,696

TOTAL EXPENSES $148,696

Year-over-Year Comparison

	2023	2022	Change
Revenue	$183,018	$220,983	-0.2%
Expenses	$148,696	$71,436	+1.1%
Net Income	$34,322	$149,547	-0.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$171,018

Total Directors

$1,069,729

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Citron	Director	2.00	Officer Director	$0	$0	$0
Gene Lucas	President	5.00	Officer Director	$0	$0	$0
Cameron Brown	Director	2.00	Director	$0	$0	$0
Luanne Andreotti	Director	2.00	Director	$0	$0	$0
Dianne Bernardino	Director	2.00	Director	$0	$0	$0
Rocio Torres	Director	2.00	Director	$0	$17,710	$135,369
Colleen Pizarev	Director	2.00	Director	$0	$0	$0
Carrie Herbert	Director	2.00	Director	$0	$0	$0
Shawna Wright	Vice President	2.00	Director	$0	$0	$0
Erica Newland	Treasurer	5.00	Officer Director	$0	$0	$0
Ryan Newton	Director	2.00	Director	$0	$0	$0
Michael Desmond	Director	2.00	Director	$0	$0	$0
Philip Tucker	Director	2.00	Director	$0	$0	$0
Kristyn Bassi	Director	2.00	Director	$0	$0	$0
Arturo Gonzalez	Director	2.00	Director	$0	$0	$0
Nat Kunes	Director	2.00	Director	$0	$0	$0
Tawni Koutchesfahani	Director	2.00	Director	$0	$0	$0
Al Yuen	Director	2.00	Director	$0	$0	$0
David Brosnan	Director	2.00	Director	$0	$0	$0
Bei-Jing Guo	Director	2.00	Director	$0	$0	$0
Barry Slivinsky	Director	2.00	Director	$0	$0	$0
Adrian Elegado	Director	2.00	Director	$0	$0	$0
Amparo Rios Davis	Director	2.00	Director	$0	$0	$0
Emanuel Garcia	Director	2.00	Director	$0	$0	$0
Jena Pruitt	Director	2.00	Director	$0	$0	$0
Tessa Veksler	AS President	2.00	Director	$0	$0	$0
Henry Yang	Ex-Officio Member	2.00	Director	$0	$66,397	$706,111
Joel Raznick	Regent Designate	2.00	Director	$0	$0	$0
Chris Pizzinat	Ex-Officio Member	2.00	Director	$0	$17,634	$228,249
Gustavo Prado SampaioLaura Snell	GSA President	2.00	Director	$0	$0	$0
Samantha Putnam	Executive Director	2.00	Officer	$0	$12,897	$171,018

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$183,018	$148,696	$6,334,209	$34,322
2023	$220,983	$71,436	$5,751,962	$149,547
2022	$198,358	$337,298	$5,344,353	$-138,940
2021	$85,823	$320,268	$6,091,034	$-234,445
2020	$432,534	$385,114	$5,377,246	$47,420
2019	$396,359	$668,059	$5,160,826	$-271,700
2018	$408,993	$912,552	$6,680,471	$-503,559

University of California Santa Barbara Alumni Association