2017-02-10T12:11:14-06:00 2016-08-31 742606559 AKIN DOHERTY KLEIN & FEUGE PC 8610 N New Braunfels Suite 101 San Antonio TX 78217 990 2015-09-01 741977996 University of Texas at San Antonio ALUMNI ASSOCIATION UNIV 2104584133 1 UTSA CIR BAUERLE RD GARAGE No 304 SAN ANTONIO TX 78249 MIKE KLEIN board president 2104584133 2017-02-02 1 joseph a hernandez P00950841 2108291300 2015 2021-01-29 14:40:06Z MIKE KLEIN 1 UTSA CIR BAUERLE RD GARAGE No 304 SAN ANTONIO TX 78249 2001353 0 X WWW.UTSA.EDU/ALUMNI X 1978 TX TO ENGAGE OUR ALUMNI IN ACTIVITIES THAT WILL ADVANCE UTSA AS A TOP-TIER INSTITUTION. 28 28 0 486 0 0 1004469 970951 278318 256495 79652 117430 107103 127515 1469542 1472391 119369 141800 0 0 657875 615054 0 0 61844 599535 481970 1376779 1238824 92763 233567 2740205 2929696 119824 129473 2620381 2800223 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 510040 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. 357486 141800 31966 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 $141,800 DURING THE YEAR. 129531 224529 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. 997057 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 1 0 0 0 0 0 0 0 0 1 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 28 28 0 0 0 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 ANDREW WATERMAN VICE PRESIDENT 2.00 X 0 0 0 ARMANDO MARROQUIN DIRECTOR 2.00 X 0 0 0 BETHANY EGGLESTON DIRECTOR 2.00 X 0 0 0 BRANDI BANKS DIRECTOR 2.00 X 0 0 0 YVONNE ADDISON DIRECTOR 2.00 X 0 0 0 COLONEL STEVEN THOMPSON DIRECTOR 2.00 X 0 0 0 CRAIG SAUCIER DIRECTOR 2.00 X 0 0 0 ARTIE GARCIA DIRECTOR 2.00 X 0 0 0 DAVID ZAMMIELLO DIRECTOR 2.00 X 0 0 0 ERIC GONZALEZ DIRECTOR 2.00 X 0 0 0 GLENN ERRHALT DIRECTOR 2.00 X 0 0 0 KARA GOMEZ DIRECTOR 2.00 X 0 0 0 JERRY LIESMAN 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 MIKE KLEIN PRESIDENT 2.00 X 0 0 0 MINDY YEAGER DIRECTOR 2.00 X 0 0 0 NANCY OZUNA DIRECTOR 2.00 X 0 0 0 NICOLE BOWLES DIRECTOR 2.00 X 0 0 0 JACOB GUEVARA 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 RICK TREFZER TREASURER 2.00 X 0 0 0 SUSAN HOUGH DIRECTOR 2.00 X 0 0 0 WILLIAM DI FILIPPO DIRECTOR 2.00 X 0 0 0 BECKY SALINAS 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 JANA KENNELLY EXECUTIVE DIRECTOR 27.50 27.50 X 0 96635 0 LAURA MURRAY FORMER EXECUTIVE DIRECTOR 1.00 1.00 X 0 157661 0 0 254296 0 0 0 1 0 0 222455 32300 349290 366906 23815 970951 merchandise 611710 224529 224529 STUDENT ACTIVITIES 611710 31966 31966 256495 39029 39029 296955 218554 78401 78401 78401 425898 32300 310408 115490 115490 MISCELLANEOUS INCOME 611710 12025 12025 12025 1472391 268520 0 232920 141800 141800 615054 498194 55355 61505 16700 16700 67742 42877 24865 25654 14352 11302 17168 11758 5296 114 11628 5814 5814 9295 9295 contract services 122580 120787 1793 meals/ENTERTAINMENT 106012 90863 15149 equipment and facilitie 34768 10743 24025 BAD DEBT 30165 29940 225 40258 29929 10329 1238824 997057 179923 61844 318092 478971 134847 127552 38367 53817 104939 71020 62759 41809 29812 20950 2114148 2177386 2740205 2929696 116324 126973 3500 2500 119824 129473 X 964781 1021900 604492 681868 1051108 1096455 2620381 2800223 2740205 2929696 233567 -53725 0 X 1 X 0 1 0 X 635009 762843 806751 717376 675730 3597709 635009 762843 806751 717376 675730 3597709 3597709 29078 48683 31570 47007 39029 195367 3793076 1365293 0.94850 0.95430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1695049 45347 59846 381 1800623 1762064 48339 7933 123287 1695049 1555401 98700 130778 22815 1762064 1289070 209658 68912 12239 1555401 1187791 85900 76391 61012 1289070 0.14000 0.61000 0.25000 0 0 62759 41809 20950 20950 MONEY MARKET 235076 F STOCKS/EQUITIES 777094 F FIXED INCOME 1165216 F 2177386 Part V, Line 4: The endowment funds are intended to be used to provide scholarships. GALA 278366 278366 166233 Dip Dash 137524 12500 125024 124063 2 42308 19800 22508 20112 458198 32300 425898 310408 310408 115490 1 SCHOLARSHIPS TO INDIVIDUALS ATTENDING UTSA 53 141800 Part I, Line 2: THE ALUMNI ASSOCIATION HAS A SCHOLARSHIP COMMITTEE IN PLACE TO DETERMINE WHO SHOULD RECEIVE SCHOLARSHIPS. X 0 0 0 0 0 0 0 0 0 LAURA MURRAY FORMER EXECUTIVE DIRECTOR 0 157661 0 0 0 0 0 0 0 0 0 157661 0 0 Part I, Line 3 THE EXECUTIVE DIRECTOR OF THE ASSOCIATION SHALL BE A PERSON APPOINTED BY THE PRESIDENT OF THE UNIVERSITY UPON THE ADVICE OF THE ALUMNI ASSOCIATION EXECUTIVE COMMITTEE. X Various 12 23815 FMV 0 0 0 Part I, Column (b): SEVERAL DONORS MADE ADDITIONAL CONTRIBUTIONS THROUGHOUT THE FISCAL YEAR. 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 11 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.