California Alumni Association
- Assets
- $38.2m
- Revenue
- $14.0m
- Investments
- $1.7m
- Employees
- 225
- Location
- Berkeley, CA
- Founding
- 10/1962
- Data as of
- 12/2021
- EIN
- 94-1007751
Organization Overview
California Alumni Association is located in Berkeley, CA. The organization was established in 1962. According to its NTEE Classification (B84) the organization is classified as: Alumni Associations, under the broad grouping of Education and related organizations. As of 12/2021, California Alumni Association employed 225 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. California Alumni Association is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, California Alumni Association generated $14.0m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.3% each year. All expenses for the organization totaled $12.9m during the year ending 12/2021. While expenses have increased by 0.4% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PROMOTE THE WELFARE OF UNIVERSITY OF CALIFORNIA ALUMNI THROUGH EDUCATIONAL ACTIVITIES.
Describe the Organization's Program Activity:
THE ASSOCIATION OWNS AND OPERATES A FAMILY CAMP SITE CALLED LAIR OF THE GOLDEN BEAR. THE CAMP IS LOCATED IN THE STANISLAUS NATIONAL FOREST IN PINECREST, CA. THE FACILITY PROVIDES REASONABLY PRICED SUMMER CAMPING VACATIONS TO ASSOCIATION MEMBERS, FRIENDS, AND FAMILY. ADDITIONALLY, SPECIAL GROUPS AND EVENTS ARE BOOKED BEFORE AND AFTER SUMMER FAMILY CAMP SESSIONS. A TOTAL OF APPROXIMATELY 10,000 INDIVIDUALS ENJOY THESE FACILITIES ON AN ANNUAL BASIS.
CALIFORNIA MAGAZINE IS PUBLISHED ON A QUARTERLY BASIS AND MAILED TO ALL MEMBERS OF THE ASSOCIATION TO KEEP ALUMNI IN TOUCH WITH FELLOW MEMBERS AND WITH THE UNIVERSITY. THE MAGAZINE PROVIDES MEMBERS WITH UNIVERSITY NEWS ITEMS, TOPICAL ISSUES, DISCOVERIES, AND ALUMNI EVENTS.
ALUMNI ENGAGEMENT PROGRAMS INCLUDE MEMBER SERVICES AND BENEFITS, CAREER NETWORKING AND SEMINARS, ON- AND OFF-CAMPUS SPECIAL EVENTS, TRAVEL STUDY PROGRAMS (BOTH DOMESTIC AND INTERNATIONAL), AND PARTICIPATION IN ALUMNI CHAPTERS WORLDWIDE.
STUDENT ENGAGEMENT PROGRAMS FACILITATE THE INTERACTION BETWEEN STUDENTS AND ALUMNI, AND PROVIDES OPPORTUNITIES FOR STUDENTS TO PARTICIPATE IN CAMPUS ACTIVITIES AND EVENTS. PROGRAMS AND ACTIVITIES INCLUDE THE ADMINISTRATION OF THREE SCHOLARSHIP PROGRAMS, THE AWARDING OF SCHOLARSHIPS, AND AN ALUMNI STUDENT MENTORSHIP PROGRAM.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Clothilde Hewlett Exec Dir / Secretary (thru 12/2021) | Officer | 37.5 | $299,152 |
Susan Cohen Crumpler COO / Exec Dir (start 11/2021) | Officer | 37.5 | $224,438 |
Matthew S Terwilliger Chief Revenue Officer | Officer | 37.5 | $208,912 |
Ann Ngoc Tuyet Truong Chief Financial Officer | Officer | 37.5 | $185,441 |
Michael Yaley General Manager, Pinecrest Operations | 37.5 | $145,115 | |
Ann Phuong Tran Chief Program Officer | 37.5 | $135,225 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Sierra Property Maintenance Construction Services | 12/30/21 | $111,350 |
Quadgraphics Inc Printing Services | 12/30/21 | $196,433 |
Survival Cpr And First Aid Llc Survival, Cpr, And First Aid Services | 12/30/21 | $129,519 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $1,441,445 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,366,805 |
| Noncash contributions included in lines 1a–1f | $159,095 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,808,250 |
| Total Program Service Revenue | $5,365,040 |
| Investment income | $872,170 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $938,366 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $4,053,316 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $14,037,142 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $198,745 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $1,134,027 |
| Compensation of current officers, directors, key employees. | $1,134,027 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $4,566,260 |
| Pension plan accruals and contributions | $116,313 |
| Other employee benefits | $1,107,290 |
| Payroll taxes | $402,813 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $28,230 |
| Fees for services: Accounting | $85,900 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $123,875 |
| Fees for services: Other | $1,093,033 |
| Advertising and promotion | $20,428 |
| Office expenses | $700,798 |
| Information technology | $163,871 |
| Royalties | $0 |
| Occupancy | $568,645 |
| Travel | $15,372 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $33,896 |
| Interest | $200,434 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $635,890 |
| Insurance | $372,805 |
| All other expenses | $286,875 |
| Total functional expenses | $12,931,960 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $472,708 |
| Savings and temporary cash investments | $1,530,585 |
| Pledges and grants receivable | $143,145 |
| Accounts receivable, net | $555,461 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $1,356,255 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $154,360 |
| Net Land, buildings, and equipment | $8,690,380 |
| Investments—publicly traded securities | $22,949,250 |
| Investments—other securities | $1,748,180 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $649,027 |
| Total assets | $38,249,351 |
| Accounts payable and accrued expenses | $942,890 |
| Grants payable | $0 |
| Deferred revenue | $1,864,336 |
| Tax-exempt bond liabilities | $5,179,551 |
| Escrow or custodial account liability | $219,632 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $147,905 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $1,995,505 |
| Total liabilities | $10,349,819 |
| Net assets without donor restrictions | $19,172,849 |
| Net assets with donor restrictions | $8,726,683 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $38,249,351 |
Grants Recieved
Over the last fiscal year, we have identified 7 grants that California Alumni Association has recieved totaling $211,304.
| Awarding Organization | Amount |
|---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: EDUCATION | $132,168 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $38,086 |
Silicon Valley Community Foundation Mountain View, CA PURPOSE: Education | $30,000 |
Goldman Sachs Philanthropy Fund New York, NY PURPOSE: EDUCATION | $10,000 |
Windibrow Foundation Long Lake, MN PURPOSE: GENERAL OPERATING | $500 |
Pfizer Foundation Inc New York, NY PURPOSE: MATCHING GIFTS | $300 |
Endowment Analysis
| Beg. Balance | $149,485 |
| Earnings | $9,196 |
| Net Contributions | $30,000 |
| Other Expense | $9,196 |
| Ending Balance | $179,485 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
California Alumni Association Berkeley, CA | $38,249,351 | $14,037,142 |
Weimar Institute Weimar, CA | $18,297,667 | $10,612,549 |
Oregon State University Alumni Association Inc O S U Corvallis, OR | $18,895,220 | $6,031,432 |
University Of Arizona Alumni Association Tucson, AZ | $10,483,265 | $3,295,631 |
Ucla Alumni Association Los Angeles, CA | $18,983,733 | $2,720,692 |
Alumni Association School Of Medicine Loma Linda University Loma Linda, CA | $21,070,782 | $4,635,468 |
Arizona State University Alumni Association Tempe, AZ | $23,640,025 | $1,664,234 |
Portland State University Alumni Association Portland, OR | $0 | $742,849 |
California Aggie Alumni Association Davis, CA | $7,429,243 | $1,694,563 |
Academy Services Corporation Tucson, AZ | $5,843,114 | $1,767,337 |
Alumni Association Of The University Of Oregon Eugene, OR | $21,027,924 | $2,555,814 |
Uci Alumni Association Irvine, CA | $15,784,967 | $1,191,682 |