University of South Florida Alumni Association Board of Directors
Lisa Provenzano Heugel, `93 Mass Communications/Journalism, `96 Information Systems & `07 MSCS Computer Science
Mark Levine, Esq., `74 Psychology
PRESIDENT-ELECT
Diana Michel, `88 Business
Patrick Poff, Esq., `92 English
Bruno Portigliatti, USF Student Government Vice President
Jim Ragsdale, `81 Management
Kimberly Choto Schmidt, `92 Communication & M.A. Adult Education`02
Jeff Spalding, `87 Computer Science & Engineering
Alan Steinberg, `78 Communication
Christi Womack-Villalobos, `92 English
IMMEDIATE PAST PRESIDENT
Jim Weber, `77 Finance & MBA `82
Derek Williams, CFP, `00 Finance
PRESIDENT
Roger Frazee, CFP, CLU, ChFC, CPA, `71 Finance & Accounting
Brad Kelly, CPA, `79 Accounting
SECRETARY
Anila Jain, M.D., MBA, `81 Biology
CO-TREASURERS
Victor Lucas, `85 Management
Rich Heruska, `99 Business
Michele Norris, `79 Marketing
BOARD MEMBERS
Janice Sands Ash, P.E., `87 Engineering Science & M.S. `89 Civil Engineering
Gene Balter, P.E. `77 Engineering
Shaye Benfield, `97 Marketing
Donna Brickman, `81 Accounting
Rajiv Dembla, `92 Engineering
Bill Eickhoff, `69 Business & `73 MBA
Audrey Gilmore, `80 Marketing
Gene Haines, `97 Criminology
NON-VOTING BOARD MEMBERS
Judy Genshaft, University of South Florida President
John Harper, `76 Mass Communications, USF Alumni Association Executive Director
Leslie “Les” Muma, `66 Mathematics, USF Foundation Board of Trustees Chairman
Joel D. Momberg, University Advancement Vice President
Tiffany Piquet, USF Ambassadors President
FROM THE EXECUTIVE DIRECTOR
Sharing Our Bull Pride We’re pleased to present “The Scorecard”, the USF Alumni Association’s 2009 annual report. This is the first time we’ve done a project like this, and we hope you’ll be impressed by the many successes during 2009 which marks the Association’s 40th anniversary. On the following pages we highlight the year’s programs and services that met our mission to connect alumni, support students and strengthen the university by: • offering programming that met the needs of alumni and students • providing volunteer recognition and leadership training • building and strengthening alumni, campus and business relationships • launching the new Student Alumni Association • expanding our reach through online social networks to alumni wherever they live—across town or across the globe We look forward to continuing our service to Bulls everywhere. If there is anything we can do to improve your experience as alumni, please let us know.
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 current and future alumni; and to advocate for excellence in teaching, research and public service.
John Harper, `76 CONTACT US Gibbons Alumni Center 4202 E. Fowler Ave. ALC100 Tampa, FL 33620-5455 Phone: 813-974-4380 www.USFalumni.org
2009 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.
7,000
alumni attended events
Homecoming The biggest celebration of the year, Homecoming and Bulls Roast is a special tradition at the USF Alumni Association.
2,000
More than alumni celebrated and reconnected at Bulls Roast and Parade Watch Party during Homecoming.
26
Community sponsors of Homecoming Parade Watch Party and Bulls Roast.
4 University of South Florida Alumni Association
Watch parties and Tailgates The Alumni Association and its chapters and societies include regular sports programming each year. 2008-09 featured dozens of watch parties and tailgates.
42
game watch parties and tailgates boosted alumni pride.
Career Networking
44 webinars
career fairs, networking mixers,
Travel Programs The Alumni Association coordinates travel tours each year to exotic locations and domestic excursions. We bring together alumni and friends for an enriching experience and a lot of fun.
52
alumni and friends participated in exotic tours and cruises
2009 Annual Report 5
Connect Alumni
Serving Bulls Country Because Bulls live in communities across the country and around the world, we offer communications, events, services and other programs that help reach alumni wherever they call home.
ALUMNI ASSOCIATION MEMBERS
14,666 7.5%
globally
ship over 10 years
alumni association members
sustained growth in member-
CHAPTERS & SOCIETIES Alumni chapters & societies designed to serve geographically-based groups of alumni and friends who share common interests, experiences, and connections.
67
alumni groups • 28 in Florida • 23 out of state • 16 international
34 events focused on community; scholarship; networking, volunteerism, advocacy; recruitment and retention; and lifelong learning and education.
6 University of South Florida Alumni Association
4,914
total attendance at chapter and society events
SCHOLARSHIP SUCCESS The Alumni Association is proud to support student education. During the 2009 fiscal year, the alumni association awarded:
58
Scholarships to Students • $6,645,811 in total scholarship endowments • $254,870 awarded
Building Brand Strong marketing campaigns have driven record growth in Bulls License Plates, providing high visibility for USF.
15,733
Bulls License Plates on the Road
47%
growth in three years
7 University of South Florida Alumni Association
Connect Alumni
Connecting Alumni through communications AlumNews Our monthly e-newsletter features Alumni, University, College, and Athletics news and events. points of pride and monthly calendar notices
9
editions • One National edition • Eight college-based editions: Arts & Sciences, Behavioral & Social Sciences, Business, College of the Arts, Education, Medicine, Nursing & Public Health.
8 University of South Florida Alumni Association
736,809
individual emails sent monthly
Alumni Voice
16,000
Alumni Voice magazines are published quarterly by the USF Alumni Association for its members.
USFalumni.org & Social Networks
16,000
More than registrants on the official alumni online community , featuring sections to register for events, join the alumni association, use career services, post class notes, and search for lost classmates.
92,791 334,424
12,000
More than members registered on our social networks: facebook, twitter, LinkedIn and the Bulls Country Network
Alumni Web site visits
Alumni Web page views
Marketing Promotions
328
More than pieces of collateral material were produced, including: • 33 Ads, 8 Banners, 3 t-shirt designs, 4 magazines, 108 Newsletters, and 2 Postcards • More than 120 emails totaling 2,183,412 individual emails delivered • More than 57 membership direct mails and 24 emails • Regular emails promoted alumni events, membership, Bulls Country Network, homecoming, USFAA announcements, surveys, travel tours and cruises, and alumni, university and college news.
2009 Annual Report 9
Support Students
Students Today, Alumni Forever
Student Alumni Association (SAA) The Student Alumni Association was established in the summer of 2009 to provide opportunities to support and enhance students’ educational and social experiences
88
10 University of South Florida Alumni Association
students have joined the SAA during its inaugural year so far.
USF Ambassadors
Student Legislative Programs
The USF Ambassadors embody the spirit of USF and serve as a link between the current student body and alumni. They are tomorrow’s leaders and work a variety of events on and off campus.
44
30 13 16
students participated in Legislative Internship, Tallahassee Internship and Directed Study Programs
Ambassadors on the Tampa campus
Student ROUND-UPS
Ambassadors on the USF St. Petersburg campus
Each summer, alumni chapters nationwide coordinate receptions around the country for incoming USF freshman from their areas.
Ambassadors on the USF Sarasota-Manatee campus
Students met other incoming freshmen, parents and alumni from their hometowns at Student Roundups.
9
2009 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
To build a strong alumni voice in Tallahassee, the association collaborated with the administration on key initiatives and built a new advocacy website at http:// usfalumni.org/advocate to develop a grass roots effort in preparation for the next legislative session.
228,000
alumni. For a list of board members, see inside front cover.
ALUMNI ACADEMY This annual conference assists our alumni volunteers in sharing best practices and equips them to: • Effectively serve, engage and build membership among alumni within their networks, chapters and societies • Influence university administration on behalf of all alumni
43
alumni leaders nationwide participated in the 2008-09 Academy.
12 University of South Florida Alumni Association
The website keeps alumni informed about state and local issues that affect USF and higher education and 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
1,000
contacts with state legislators since the program began in 2008.
Strengthen USF
Recognizing Excellence Alumni Association Awards
The 2009 Alumni Award recipients were:
Alumni Association Awards are given during Homecoming weekend each year. These awards recognize outstanding graduates and non-graduates for service to USF and/or exemplary achievement in their profession.
Distinguished Alumnus Award Dr. Lee Kump, PhD, ‘86
140
total recipients of alumni awards since inception of the program
Donald A Gifford Alumni Service Award Charles Baumann, ’71 Class of ’56 Award Olin Mott Outstanding Young Alumnus Award Shaun Robinson, ‘05
2009 Annual Report 13
Financials How We Spent the Money
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, 2009 and 2008, and the related statements of 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 Organization’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 Organization’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 2009
2008
Assets: Cash and cash equivalents Membership dues receivable, net Contributions receivable, net Prepaid expenses Equity in the USF Foundation, Inc.: Operating pool Equity pool Total assets
457,592 501,187 2,134,456 2,488,831 $ 2,663,914 $ 3,113,486
Liabilities and net assets Liabilities: Accounts payable and accrued expense Deferred revenue Total liabilities
$ 61,677 $ 100,183 1,033,732 985,319 1,095,409 1,085,502
Net assets: Unrestricted net assets Temporarily restricted net assets Permanently restricted net assets Total net assets Total liabilities and net assets
1,334,497 1,791,249 56,058 109,192 177,950 127,543 1,568,505 2,027,984 $ 2,663,914 $ 3,113,486
$ 18,833 $ 33,763 30,025 66,877 6,769 7,993 16,239 14,835
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, 2009 and 2008, 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, 2009, 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, 2009
2009 Annual Report 15
AFFINITY PARTNERS
Proceeds generated from affinity programs are used in support of alumni programming and scholarships.
American Insurance Administrators (AIA) – Optional health insurance for alumni and their families. AHI – Travel partner for alumni travel program. AlumniDent -- Optional dental insurance plan. Bank of America – Official affinity credit card partner of the Association. BullsOutfitter – Bulls Store partner for branded merchandise. Harris Connect – Publisher of the 2008 Alumni Directory. Liberty Mutual – Provides casualty and personal liability on home and automobile for alumni and their families. Florida Bureau of Motor Vehicles – Proceeds from license plate sales are for scholarships and student programming. Professional Diploma Framing – The official diploma frame distributor of the Association. BUSINESS PARTNERS Affinity Circles – Powers the Bulls Country Network. Capital Advantage-CapWiz – Provides communication tool for advocacy program in support of the University. iModules – Provides on-line community solution. Publishers Representatives of Florida – Provides print and online advertising sales services.
CAMPUS PARTNERS 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. Admissions
Kosove Scholars
Athletics
President’s Office
Career Services
Student Alumni Association
College of Arts and Sciences
Student Government
College of The Arts
USF Polytechnic
College of Education
USF St. Petersburg
College of Behavioral and Community Sciences
USF Sarasota-Manatee
College of Business
University Advancement
College of Engineering
School of Communication
College of Marine Science
University Communication and Marketing
College of Medicine
University Lecture Series
College of Nursing
University Scholarships & Financial Aid Services
College of Public Health Information Technology Information Management King O’Neal Scholars
USF Libraries