2018-04-13T17:37:19-05:00 2017-08-31 742606559 AKIN DOHERTY KLEIN & FEUGE PC 8610 N New Braunfels Suite 101 San Antonio TX 78217 990 2016-09-01 741977996 University of Texas at San Antonio ALUMNI ASSOCIATION UNIV 2104584133 1 UTSA Cir Bauerle Rd Garage No 304 SAN ANTONIO TX 78249 Jana Kennelly EXECUTIVE DIRECTOR 2104584133 2018-04-11 1 joseph a hernandez P00950841 2108291300 216.110.76.18 2018-04-11 17:00:41 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6476DBE56B20FDA72733007F89EAEDBC89F49872 2016 2021-01-29 14:40:06Z JANA kENNELLY 1 UTSA Cir Bauerle Rd Garage No 304 SAN ANTONIO TX 78249 2170144 0 X WWW.UTSA.EDU/ALUMNI X 1978 TX TO ENGAGE OUR ALUMNI IN ACTIVITIES THAT WILL ADVANCE UTSA AS A TOP-TIER INSTITUTION. 27 27 0 412 0 0 970951 1035397 256495 288100 117430 52796 127515 89158 1472391 1465451 141800 149800 0 0 615054 597344 0 0 63534 481970 523875 1238824 1271019 233567 194432 2929696 3185482 129473 63548 2800223 3121934 X TO ENGAGE OUR ALUMNI IN ACTIVITIES THAT WILL ADVANCE UTSA AS A TOP-TIER INSTITUTION. OUR FOCUS IS TO DELIVER VALUE-ADDED SERVICES AND EVENTS WHERE OUR ALUMNI CAN CONNECT WITH EACH OTHER, WITH CURRENT STUDENTS AND/OR WITH THE UNIVERSITY. WE INVEST IN PROGRAMS THAT ENABLE ACCESSIBILITY TO HIGHER EDUCATION AND SUPPORT LOCAL COMMUNITY EDUCATIONAL INITIATIVES. IN DOING SO, WE STRIVE TO CREATE A SENSE OF PRIDE, PURPOSE AND PHILANTHROPY THAT IS THE ESSENCE OF THE UTSA ALUMNI ASSOCIATION MEMBERSHIP EXPERIENCE. 0 0 528014 ALUMNI RELATIONS: UTSA Alumni Association is a membership organization that provides services, programs and events to involve alumni, to support the educational activities of the university, and to support policies generally favorable to higher education. Alumni programs are designed to connect and build relationships between alumni, current students, the UTSA Alumni Association and the University of Texas at San Antonio. 359959 149800 41603 STUDENT RELATIONS: PROVIDES SCHOLARSHIPS FOR UNIVERSITY OF TEXAS AT SAN ANTONIO STUDENTS WHO DEMONSTRATE SCHOLASTIC PROMISE AND PARTICIPATE IN COMMUNITY ACTIVITIES.THE ASSOCIATION GRANTED SCHOLARSHIPS TOTALING $149,800 DURING THE YEAR. 125801 246497 COMMUNITY AND UNIVERSITY RELATIONS: THESE PROGRAMS ARE DESIGNED TO FOSTER SUPPORT WITH THE SAN ANTONIO AND UTSA COMMUNITY, TO INCLUDE THOSE OUTSIDE THE ALUMNI BASE. THIS INCLUDES BEING INVOLVED WITH OTHER GROUPS THROUGH ATTENDANCE AND PARTICIPATION IN VARIOUS UNIVERSITY AND COMMUNITY EVENTS. 1013774 1 1 0 0 0 0 0 0 0 1 1 1 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 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 X 27 27 0 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 0 1 0 0 0 X THE ORGANIZATION 2104584133 ONE UTSA CIRCLE BAUERLE ROAD GARAGE SAN ANTONIO TX 78249 mikE KLEIN pRESIDENT 2.00 X 0 0 0 andrew waterman vICE PRESIDENT 2.00 X 0 0 0 RICK TREFZER TREASURER 2.00 X 0 0 0 YVONNE ADDISON DIRECTOR 2.00 X 0 0 0 BRANDI BANKS DIRECTOR 2.00 X 0 0 0 NICOLE BOWLES DIRECTOR 2.00 X 0 0 0 WILLIAM DI FILIPPO DIRECTOR 2.00 X 0 0 0 BETHANY EGGLESTON DIRECTOR 2.00 X 0 0 0 GLENN ERRHALT DIRECTOR 2.00 X 0 0 0 ARTIE GARCIA DIRECTOR 2.00 X 0 0 0 KARA GOMEZ DIRECTOR 2.00 X 0 0 0 ERIC GONZALEZ DIRECTOR 2.00 X 0 0 0 JACOB GUEVARA DIRECTOR 2.00 X 0 0 0 SUSAN HOUGH DIRECTOR 2.00 X 0 0 0 JERRY Leisman DIRECTOR 2.00 X 0 0 0 ARMANDO MARROQUIN DIRECTOR 2.00 X 0 0 0 JOHN MCFALL DIRECTOR 2.00 X 0 0 0 LINDA MONTGOMERY DIRECTOR 2.00 X 0 0 0 PHILLIP MORALES DIRECTOR 2.00 X 0 0 0 TIM MORROW DIRECTOR 2.00 X 0 0 0 NANCY OZUNA DIRECTOR 2.00 X 0 0 0 BECKY SALINAS DIRECTOR 2.00 X 0 0 0 CRAIG SAUCIER DIRECTOR 2.00 X 0 0 0 STEVEN SCHIPULL DIRECTOR 2.00 X 0 0 0 MIKE SETSER DIRECTOR 2.00 X 0 0 0 STEVEN THOMPSON DIRECTOR 2.00 X 0 0 0 DAVID ZAMMIELLO DIRECTOR 2.00 X 0 0 0 JANA KENNELLY EXECUTIVE DIRECTOR 27.50 27.50 X 0 105359 0 0 105359 0 0 0 0 0 0 226307 48000 349290 411800 1035397 merchandise 611710 246497 246497 STUDENT ACTIVITIES 611710 41603 41603 288100 33190 33190 405761 382310 3845 23451 -3845 19606 19606 380338 48000 318538 61800 61800 MISCELLANEOUS INCOME 611710 27358 27358 27358 1465451 335064 0 94990 149800 149800 597344 483849 53761 59734 10200 10200 92083 68837 23246 30409 14954 15455 19002 13201 5801 14699 7349 7350 9660 9660 contract services 147396 130372 17024 meals/ENTERTAINMENT 96111 78803 17308 equipment and facilitie 47766 24175 23591 DONATIONS 30900 23000 7900 25649 19434 2415 3800 1271019 1013774 193711 63534 478971 465946 127552 146442 53817 34410 71020 82769 75085 43921 20950 31164 2177386 2424751 2929696 3185482 126973 43998 2500 19550 129473 63548 X 1021900 1105386 681868 873947 1096455 1142601 2800223 3121934 2929696 3185482 194432 127279 0 X 1 X 0 1 0 X 762843 806751 717376 675730 719781 3682481 762843 806751 717376 675730 719781 3682481 3682481 48683 31570 47007 39029 33190 199479 3881960 958320 0.94860 0.94850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1800623 46146 144441 4936 1996146 1695049 45347 59846 381 1800623 1762064 48339 7933 123287 1695049 1555401 98700 130778 22815 1762064 1289070 209658 68912 12239 1555401 0.13000 0.57000 0.30000 0 0 75085 43921 31164 31164 MONEY MARKET 159399 F STOCKS/EQUITIES 1172124 F FIXED INCOME 1093228 F 2424751 Part V, Line 4: The endowment funds are intended to be used to provide scholarships. GALA 300364 10000 290364 236974 Dip Dash 82134 22350 59784 58818 1 45840 15650 30190 22746 428338 48000 380338 318538 318538 61800 1 SCHOLARSHIPS TO INDIVIDUALS ATTENDING UTSA 42 149800 Part I, Line 2: THE ALUMNI ASSOCIATION HAS A SCHOLARSHIP COMMITTEE IN PLACE TO DETERMINE WHO SHOULD RECEIVE SCHOLARSHIPS. Form 990, Part VI, Section A, line 4 The significant changes to the Bylaws include: Non-voting members now also include one person appointed from the University by the University President, term of office shall begin September 1 following their election to the board, directors must sign and acknowledge the board responsibility agreement, added Nominations Committee shall nominate individuals from among the board of directors, the Nominations Committee shall submit a list of vetted candidates for Officers of the Board of Directors to the Board of Directors no later than thirty days prior to the Spring quarterly meeting of the Board, The Vice President shall serve a one year term and upon completion of that term may be elected to a second consecutive term, new articles regarding the Chapter of the Alumni Association, removed the article regarding College Alumni Councils, and the Annual budget shall be submitted by the Finance Committee and reveiwed and approved by the Board of Directors at its summer meeting. Also, the Executive Director shall be aprtially reviewed by the Executive Committee and Non-budgeted expenditures shall be approved by the Executive Committee. Form 990, Part VI, Section A, line 6 The following persons shall be eligible to become members of the Association: graduates of, current or former students of UTSA; recipients of an honorary degree conferred by UTSA;persons elected to honorary membership by the Board of Directors pursuant to Section 203;and any other person who is a friend of the University, and requests membership pursuant to Section 204. Form 990, Part VI, Section A, line 7a Each active member present at the annual meeting where board members are elected are entitled to one vote on the election of the board members. Voting by Proxy shall not be permitted. Form 990, Part VI, Section A, line 7b Each active member present at any meeting of the Association at which a quorum is present shall be entitled to one vote on all matters submitted to a vote at such meeting. Voting by proxy shall not be permitted. Form 990, Part VI, Section B, line 11b The form 990 federal income tax return is prepared by the organization's independent certified public accountants. it is reviewed by the executive director, treasurer, the executive and finance committes of the board of director's before being signed and filed with the IRS. Form 990, Part VI, Section B, line 12c The Board reviews and submits conflict of interest declarations annually. Form 990, Part VI, Section B, line 15 Since the organization does not have employees, the process of determining compensation is not needed. The amounts listed as salaries and benefits are reimbursements to the University for the use of University employees. Form 990, Part VI, Section C, line 19 Copies of the governing documents conflict of interest policy, and financial statements are available upon request.