University of South Florida Alumni Association Board of Directors
PRESIDENT Rich Heruska, `99 Business
Gene Haines, `97 Criminology Lizz Harmon, ‘82 Mass Communications Mary Harper, ‘97 Early Childhood Educ., M. Ed & Ph.D., Curriculum & Instruction, ‘01 & ‘07
PRESIDENT-ELECT Kimberly Choto Schmidt, `92 Communication & M.A. Adult Education`02
Audry Hirst, ‘89 Management & M.S. ‘94 Manley Jaquiss, ‘86 Criminology Zachary Johnson, USF Student Government Vice President Brenda Kenny, ‘07 Accounting
SECRETARY Lisa Provenzano Heugel, `93 Mass Communications/Journalism, `96 Information Systems & `07 MSCS Computer Science
Thomas King, `09 Finance Betty Otter Nickerson, ‘76 Psychology Randy Norris, `79 Marketing Jeff Reynolds, `91 Finance Ashley Smith, ‘78 Special Education & M. Ed. ‘80
TREASURERS
Alan Steinberg, `78 Communication
Donna Brickman, `81 Accounting
Jon Smith, `07 MBA
Ed Hoeppner, `81 Marketing
Tony Umholtz, ‘99 Finance & MBA ‘02 Monty Weigel, ‘76 Finance Lee Winter, `85 Finance
IMMEDIATE PAST PRESIDENT
Christi Womack-Villalobos, `92 English
Brad Kelly, CPA, `79 Accounting NON-VOTING BOARD MEMBERS PAST PRESIDENT Roger Frazee, CFP, CLU, ChFC, CPA, `71 Finance & Accounting
BOARD MEMBERS Gene Balter, P.E. `77 Engineering Karen Diebel, MBA, ‘93 Mike Griffin, ‘03 Marketing Sean Grosso, ‘05 Business & M.A. Adult Educ., ‘08
Judy Genshaft, University of South Florida President John Harper, `76 Mass Communications, USF Alumni Association Executive Director Gordon Gillette, ‘81 Mech. Engineering & MS Engineering Mgmt. ‘85 USF Foundation Board of Trustees Chairman Joel D. Momberg, University Advancement Vice President Dazaun Soleyn, USF Ambassadors President
FROM THE EXECUTIVE DIRECTOR
In Bull Pride Fellow Alumni, Within this annual report, you will find facts and figures that chart the progress of your USF Alumni Association in its mission to foster mutually beneficial, lifelong relationships between the University and its current and future alumni. Each page contains useful information about our organization and its goals, but what I find to be most valuable are the personal stories behind the statistics. I’m thinking of the retired couple who returned to campus for Homecoming for the first time since 1968, when USF had only five buildings. I’m thinking of more than 1,300 alumni who received free job search assistance from our Alumni CareerQuest partnership. I’m thinking of so many deserving students who were able to continue their education and develop leadership skills thanks to programs and scholarships generously funded by Alumni Association members. Most of all, I’m thinking of the steadily growing number of alumni from all walks of life who have pledged their commitment to USF by becoming Life Members of the USF Alumni Association. Their support guarantees there will be an Alumni Association for the generations of Bulls to come. For us, like so many others, this year has not been without its challenges. Nevertheless, your USF Alumni Association perseveres. Just a few of the highlights in this report include: •
Doubling the number of members in the Student Alumni Association.
•
Increasing by 75 percent the number of alumni who renewed their memberships automatically online, a green initiative that is both cost-effective and environmentally friendly.
•
Mobilizing the 250,000+ “Alumni Army” to advocate on behalf of USF in the halls of government.
•
Maintaining 20 percent growth in the sales of Bulls license plates over the past three years, during a time when sales of other specialty plates have faltered.
OUR MOTTO Connect Alumni, Support Students, Strengthen USF
OUR MISSION The mission of the USF Alumni Association is to foster a mutually beneficial, lifelong relationship between the University and its alumni; to inspire loyalty and pride among
It has been my privilege to lead an organization that so admirably serves our alma mater. This year, after six years as Executive Director of your USF Alumni Association, I am planning to retire. A national search is underway for a new director. My hope is that you will offer the new director the same support that you have given me during my tenure. Like you, I will always bleed green and gold.
current and future alumni; and to advocate for excellence in teaching, research and public service.
Go Bulls!
John Harper, `76 Executive Director USF Alumni Association
CONTACT US Gibbons Alumni Center 4202 E. Fowler Ave. ALC100 Tampa, FL 33620-5455 Phone: 813-974-4380 www.USFalumni.org
2011 Annual Report 3
CONNECT ALUMNI
Engaging Our Alumni One of the major goals of the Alumni Association is to connect alumni through engaging events and programs that reach our members and Bulls everywhere.
14,249
alumni attended
382
events
27
Community sponsors of Homecoming Parade Watch Party and Bulls Roast.
HOMECOMING Homecoming with the Alumni Awards reception, Life Member reception, Running with the Bulls Parade Watch Party and PreGame events is a special tradition at the USF Alumni Association.
2,000
More than alumni celebrated and reconnected at 2010 Homecoming events, and that number will more than double in 2011.
4 University of South Florida Alumni Association
WATCH PARTIES AND TAILGATES 2010-11 featured dozens of watch parties and tailgates, hosted by the Alumni Association and its chapters and societies.
70
game watch parties and tailgates boosted Bull pride.
CAREER NETWORKING
51 1,382
career fairs, networking mixers, webinars
alumni received free job search assistance from Alumni CareerQuest
300
alumni participated in the Citi Group info session hosted by the Alumni Association in partnership with USF Career Services.
TRAVEL PROGRAMS The Alumni Association’s travel tours to exotic and domestic locations bring together alumni and friends for an enriching experience and a lot of fun.
35
alumni and friends traveled on action packed tours and cruises. • Caribbean Cruise • European Cruise
2011 Annual Report 5
CONNECT ALUMNI
Serving Bulls Country Imagine serving Bulls in communities across the country and around the world. That is a big part of what we do. We offer communications, events, services and other programs that help reach alumni wherever they call home.
ALUMNI ASSOCIATION MEMBERS
13,842 2,197 13% 57% 49
34 events focused on community; scholarship; networking, volunteerism, advocacy; recruitment and retention; and lifelong learning and education.
alumni association members
alumni association life members
growth in life members since last year
growth over the past three years since 2008
Circle of Excellence donors - life members who have made an additional annual gift of $250 or above to the Alumni Endowment or Executive Director’s Fund for Excellence.
2,798
annual members chose auto renewal payments a 75% increase over last fiscal year. Auto renewal saves the alumni association valuable resources that can be directed into programs and scholarships. ALUMNI GROUPS Alumni groups, including chapters & societies, are designed to serve geographically-based groups of alumni and friends who share common interests, experiences, and connections.
84
alumni groups • 37 in Florida • 30 out of state • 17 international
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11,399
total attendance at chapter and society events
SCHOLARSHIP SUCCESS During the 2010 fiscal year, the Alumni Association tion awarded:
47
scholarships to students
• $6,687,471 in total scholarship endowments nts • $256,469 awarded
BUILDING BRAND Strong marketing campaigns have driven record d growth in Bulls License Plates, providing high visibility for USF.
15,083
Bulls License Plates on the Road Ranked 36 in sales out of 118 Florida specialty license icense plates.
20%
growth over the past three years since 2008
Launched Georgia plate project. USF was approved for a specialty license plate in Georgia. One catch: we need 1,000 people to make it happen.
7 University of South Florida Alumni Association
CONNECT ALUMNI
Connecting Alumni through Communications ALUMNI VOICE
14,000
Alumni Voice magazines are published quarterly by the USF Alumni Association for its members.
9
editions
• One National edition • Eight college-based editions: Arts & Sciences, Behavioral & Community Sciences, Business, College of the Arts, Education, Medicine, Nursing & Public Health.
PRESIDENTIAL EMAILS
9
emails on behalf of President Genshaft to USF alumni and donors.
EVITES
105
invitations to watch parties, tailgates, exclusive receptions, networking socials and benefits.
ALUMNEWS Our monthly e-newsletter features Alumni, University, College, and Athletics news and events. points of pride and monthly calendar notices
8 University of South Florida Alumni Association
358
total emails created.
USFALUMNI.ORG & SOCIAL NETWORKS
22,725
11,000
members registered More than on our social networks: Facebook, Twitter, LinkedIn and MoBULLme
alumni have registered on the official alumni website. Registered users can easily join the Alumni Association, use career services, post class notes, search for lost classmates and register for events.
176,000
Alumni Web site
visits, up from 155,395 last year
500,087
Alumni Web page views
MARKETING PROMOTIONS
500
More than pieces of marketing colateral were produced, including: • 29 Ads, 32 Banners/Signs, 3 T-shirt designs, 4 Magazines, 108 eNewsletters, and 105 invitations. • 358 emails totaling 4.7 million individual emails delivered. • More than 70 membership direct mails and 36 emails. • Regular emails promoted alumni events, membership, Bulls Country Network, homecoming, USFAA announcements, surveys, travel tours and cruises, and alumni, university and college news.
• 25 Chapters & Societies use the new Groups Email tool, extending their geographic area and increasing particition at their local events. • 8,931 members of the alumni association received thank you calls for their membership from the Executive Director John Harper. • 13,320 alumni members received a birthday card from the alumni association • 1,613 alumni received graduation annversary post cards. • 610 Life and auto-renewal members purchased exclusive commemorative t-shirts.
2011 Annual Report 9
SUPPORT STUDENTS
Students Today, Alumni Forever
STUDENT ALUMNI ASSOCIATION (SAA) In it’s second year, the Student Alumni Association continues it’s mission to provide opportunities to support and enhance students’ educational and social experiences.
210
students joined the SAA, and that number will more than double next year.
10 University of South Florida Alumni Association
SAA events, included: • 7 at 7 Dinners • Professional Etiquette dinners • Networking events • Tailgates/socials
USF AMBASSADORS
STUDENT ROUND-UPS
Embodying the spirit of USF, USF Ambassadors serve as a link between the current student body and alumni. They are tomorrow’s leaders who participate in this once-in-alifetime opportunity to welcome dignitaries to USF, host prominent alumni and assist with campus events.
Alumni chapters nationwide coordinate receptions each summer around the country for incoming USF freshman from their areas.
27 8
More than students at student roundups met other incoming freshmen, parents and alumni from their hometowns at Student Roundups.
Ambassadors on the Tampa campus
409
9
• Atlanta
• New York
• Broward
• Ocala
• Dallas
• Panama City
STUDENT LEGISLATIVE PROGRAMS
• Washington, D.C.
• Tampa Bay
21
• Jacksonville
Ambassadors on the USF Sarasota-Manatee campus
students participated in the Alumni Association’s Student Legislative Programs: Legislative Internship, Tallahassee Internship and Directed Study.
2011 Annual Report 11
STRENGTHEN USF
Building Leadership ALUMNI ASSOCIATION BOARD OF DIRECTORS
ADVOCACY
One of the leading advisory boards on the campus, its voting members are pivotal in guiding the mission and vision of the Alumni Association and the programs and services for USF’s
The association collaborated with the administration, government relations and Foundation communications on key initiatives, building a strong alumni voice in Tallahassee
250,000
alumni. For a list of board members, see inside front cover.
ALUMNI ACADEMY Held annually, these workshops assist our alumni volunteers in sharing best practices and equips them to: • Serve, engage and build membership among alumni within their networks, chapters and societies • Influence university administration on behalf of all alumni
65
alumni leaders nationwide participated in the 2010-11 Academy.
12 University of South Florida Alumni Association
The Advocacy website at http://usfalumni.org/advocate keeps alumni informed about state and local issues that affect USF and higher education. It provides alumni with the capability to take action with their state legislators. As a result, alumni have taken an active role in advocating for USF, resulting in more than
1,800
contacts with state legislators since the program began in 2008.
STRENGTHEN USF
Recognizing Excellence ALUMNI ASSOCIATION AWARDS Each year during Homecoming the Alumni Association recognizes outstanding graduates and non-graduates for service to USF and/or exemplary achievement in their profession with the National Alumni Awards.
The 2011 Alumni Award recipients were:
149
Outstanding Young Alumnus Award Daniel Ravicher `97
total recipients of alumni awards since inception of the program
Class of ’56 Award Fred Meyer
Donald A. Gifford Alumni Service Award Linda Simmons `75 Distinguished Alumnus Award Thomas Kennedy `73 David Mearns `86
2011 Annual Report 13
Financials How We Used the Revenue
14 University of South Florida Alumni Association
Report of Independent Certified Public Accountants
University of South Florida Alumni Association, Inc. Statements of Financial Position
The Board of Directors University of South Florida Alumni Association, Inc. We have audited the accompanying statements of financial position of the University of South Florida Alumni Association, Inc. (the Association) as of June 30, 2011 and 2010 and the related statements of activities and changes in net assets, cash flows and functional expenses for the years then ended. These financial statements are the responsibility of the Association’s management. Our responsibility is to express an opinion on these financial statements based on our audits. We conducted our audits in accordance with auditing standards generally accepted in the United States and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. We were not engaged to perform an audit of the Association’s internal control over financial reporting. Our audit included consideration of internal control over financial reporting as a basis for designing audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the Association’s internal control over financial reporting. Accordingly, we express no such opinion. An audit also includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements, assessing the accounting principles used and significant estimates made by management and evaluating the overall financial statement presentation. We believe that our audits provide a reasonable basis for our opinion.
June 30 Assets: Cash and cash equivalents Membership dues receivable, net Contributions receivable, net Due from University of South Florida Prepaid expenses Equity in the USF Foundation, Inc.: Operating pool Equity pool Total assets Liabilities and net assets Liabilities: Accounts payable and accrued expense Due to University of South Florida Deferred revenue Total liabilities Net assets: Unrestricted net assets Temporarily restricted net assets Permanently restricted net assets Total net assets Total liabilities and net assets
2011
2010
45,947 23,491 2,918 449 16,578
2,779 31,172 3,583
502,816 3,233,861 $ 3,826,060
518,970 2,527,906 $ 3,102,483
$ 61,488 1,147,986 1,209,474
$ 44,170 17,422 1,085,274 1,146,866
2,250,089 107,497 259,000 2,616,586 $ 3,826,060
1,692.016 62,880 200,721 1,955,617 $ 3,102,483
̶
̶
18,073
See accompanying notes. In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of the Association as of June 30, 2011 and 2010, and the changes in its net assets and its cash flows for the years then ended in conformity with U.S. generally accepted accounting principles. In accordance with Government Auditing Standards, we have also issued our report dated October 21, 2011, on our consideration of the Association’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards and should be considered in assessing the results of our audits. October 21, 2011
2011 Annual Report 15
AFFINITY PARTNERS
CAMPUS PARTNERS
Proceeds generated from affinity programs are used in support of alumni programming and scholarships.
The Alumni Association’s mission collaborates with departments across campus to help engage alumni and support students. Last year many colleges contributed to the Alumni Association’s nine editions of it e-newsletter which we send monthly to alumni based on the college from which they graduated, and we publicized many alumni-focused events for our campus partners. We rely on the support and collaboration of the colleges and departments below to make our events and programs a success.
American Insurance Administrators (AIA) – Optional health insurance for alumni and their families. All Points and Global Express – Travel partner for alumni travel program. AlumniDent -- Optional dental insurance plan. Bank of America – Official affinity credit card partner of the Association.
Admissions
King O’Neal Scholars
Athletics
Kosove Scholars
Career Services
President’s Office
College of Arts and Sciences
Student Alumni Association
College of The Arts
Student Government
Florida Bureau of Motor Vehicles – Proceeds from license plate sales are for scholarships and student programming.
College of Education
USF Polytechnic
College of Behavioral andCommunity Sciences
USF St. Petersburg
Professional Diploma Framing – The official diploma frame distributor of the Association.
College of Business
School of Communication
College of Engineering
University Advancement
College of Marine Science
BullsOutfitter – Bulls Store partner for branded merchandise. Liberty Mutual – Provides casualty and personal liability on home and automobile for alumni and their families.
USF Sarasota-Manatee
BUSINESS PARTNERS
College of Medicine
University Communication and Marketing
Cap & Compass - Provides mobil applications
College of Nursing
University Lecture Series
College of Public Health Information Technology
University Scholarships & Financial Aid Services
Information Management
USF Libraries
Capital Advantage-CapWiz – Provides commnication tool for advocacy program in support of the University. HarmonTampa PR iModules – Provides on-line community solution. Interprint Web Printing
4202 East Fowler Avenue ALC100 Tampa, FL 33620 www.usfalumni.org © 2012