USF Alumni Assoc. ANNUAL REPORT_2009.pdf

PRESIDENT

Roger Frazee, CFP, CLU, ChFC, CPA, `71 Finance & Accounting

PRESIDENT-ELECT

Brad Kelly, CPA, `79 Accounting

SECRETARY

Anila Jain, M.D., MBA, `81 Biology

CO-TREASURERS

Victor Lucas, `85 Management

Rich Heruska, `99 Business

IMMEDIATE PAST PRESIDENT

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

Lisa Provenzano Heugel, `93 Mass Communications/Journalism, `96 Information Systems & `07 MSCS Computer Science

Mark Levine, Esq., `74 Psychology

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

Jim Weber, `77 Finance & MBA `82

Derek Williams, CFP, `00 Finance

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

University of South Florida Alumni Association Board of Directors

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 suc-cesses during 2009 which marks the Association’s 40th anniversary. On the following pages we highlight the year’s programs and ser-vices that met our mission to connect alumni, support students and strengthen the university by:

• offeringprogrammingthatmettheneedsofalumniand students

• providingvolunteerrecognitionandleadershiptraining

• buildingandstrengtheningalumni,campusandbusinessrelationships

• launchingthenewStudentAlumniAssociation

• expandingourreachthroughonlinesocialnetworkstoalumniwherevertheylive—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.

John Harper, `76

CONTACT US

Gibbons alumni center 4202 e. fowler ave. alc100 tampa, fl 33620-5455

Phone: 813-974-4380www.USFalumni.org

FROM THE EXECUTIVE DIRECTOR

Sharing Our Bull PrideOUR MOTTO

connect alumni, support students, strengthen Usf

OUR MISSION

the mission of the Usf alumni association is to foster a mutu-ally beneficial, lifelong relationship between the University and its alum-ni; to inspire loyalty and pride among current and future alumni; and to advocate for excellence in teaching, research and public service.

2009 Annual Report 3

7,000 alumni attended events

HomecomingThe biggest celebration of the year, Homecoming and Bulls Roast is a special tradition at the USF Alumni Association.

More than 2,000 alumni celebrated and reconnected at Bulls Roast and Parade Watch Party during Homecoming.

26 Community sponsors of Homecoming Parade Watch Party and Bulls Roast.

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.

4 University of South Florida Alumni Association

CONNECT ALUMNI

Engaging Our AlumniOne of the major goals of the Alumni Association is to connect alumni through engaging events and programs that reach our members and Bulls everywhere.


44 career fairs, networking mixers, webinars

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

career netWorking


alUmni association memBers

14,666 alumni association members globally

7.5% sustained growth in member-ship over 10 years

cHapters & societies

Alumni chapters & societies designed to serve geograph-ically-based groups of alumni and friends who share common interests, experiences, and connections.

67alumni groups •28inFlorida •23outofstate •16international

34 events focused on community; scholarship; network-ing, volunteerism, advocacy; recruitment and retention; and lifelong learning and education.

scHolarsHip sUccess

The Alumni Association is proud to support student edu-cation. During the 2009 fiscal year, the alumni associa-tion awarded:

58 scholarships to students•$6,645,811intotalscholarshipendowments•$254,870awarded

CONNECT ALUMNI

Serving Bulls CountryBecause 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.

4,914 total attendance at chapter and society events


Building BrandStrong marketing campaigns have driven record growth in Bulls License Plates, providing high visibility for USF.

15,733Bulls License Plates on the Road

47%growth in three years


alUmneWsOur monthly e-newsletter features Alumni, University, College, and Athletics news and events.points of pride and monthly calendar notices

9 editions• OneNationaledition• Eightcollege-basededitions:Arts&Sciences,

Behavioral & Social Sciences, Business, College of the Arts, Education, Medicine, Nursing & Public Health.

736,809 individual emails sent monthly

alUmni voice

16,000Alumni Voice magazines are published quarterly by the USF Alumni Association for its members.

CONNECT ALUMNI

Connecting Alumni through communications


UsFalUmni.org & social netWorks

More than 16,000 registrants on the offi-cial 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 Alumni Web site visits

334,424 Alumni Web page views

More than 12,000 members registered on our social networks: facebook, twitter, LinkedIn and the Bulls Country Network

marketing promotions

More than 328 pieces of collateral material were produced, including:•33Ads,8Banners,3t-shirtdesigns,4magazines,108Newsletters,and2Postcards•Morethan120emailstotaling2,183,412individualemailsdelivered•Morethan57membershipdirectmailsand24emails•Regularemailspromotedalumnievents,membership,BullsCountryNetwork,homecoming,USFAA announcements, surveys, travel tours and cruises, and alumni, university and college news.


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 students have joined the SAA during its inaugural year so far.


UsF amBassadorsThe 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.

30 Ambassadors on the Tampa campus

13 Ambassadors on the USF St. Petersburg campus

16 Ambassadors on the USF Sarasota-Manatee

stUdent legislative programs

44 students participated in Legislative Internship, Tallahassee Internship and Directed Study Programs

stUdent roUnd-UpsEach summer, alumni chapters nationwide coordinate receptions around the country for incoming USF freshman from their areas.

Students met other incoming freshmen, parents and alumni from their hometowns at 9 Student Roundups.campus

alUmni association Board oF directorsOne 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

228,000 alumni.For a list of board members, see inside front cover.

alUmni academYThis annual conference assists our alumni volunteers in sharing best practices and equips them to:•Effectivelyserve,engageandbuildmembershipamong

alumni within their networks, chapters and societies•Influenceuniversityadministrationonbehalfofall

alumni

43 alumni leaders nationwide participated in the 2008-09 Academy.

advocacYTo build a strong alumni voice in Tallahassee, the asso-ciation 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.

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

1,000contacts with state legislators since the program began in 2008.

STRENgTHEN USF

Building Leadership


alUmni association aWardsAlumni Association Awards are given during Homecoming weekend each year. These awards recog-nize outstanding graduates and non-graduates for service to USF and/or exemplary achievement in their profession.

140 total recipients of alumni awards since inception of the program

The 2009 Alumni Award recipients were:

Distinguished Alumnus Award Dr. Lee Kump, PhD, ‘86

Donald A Gifford Alumni Service Award Charles Baumann, ’71

Class of ’56 Award Olin Mott

Outstanding Young Alumnus Award Shaun Robinson, ‘05


STRENgTHEN USF

Recognizing Excellence

FinancialsHow We spent the money



University of south Florida alumni association, inc.Statements of Financial Position

assets:Cash and cash equivalents Membership dues receivable, netContributions receivable, netPrepaid expensesEquity in the USF Foundation, Inc.:Operating poolEquity pooltotal assets

liabilities and net assetsLiabilities:Accounts payable and accrued expenseDeferred revenueTotal liabilities

Net assets:Unrestricted net assetsTemporarily restricted net assetsPermanently restricted net assetsTotal net assetstotal liabilities and net assets

See accompanying notes.

report of independent certified public accountants

The Board of DirectorsUniversity 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 opin-ion on these financial statements based on our audits.

We conducted our audits in accordance with auditing standards gener-ally accepted in the United States and the standards applicable to finan-cial 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.

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 report-ing 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

June 302009 2008

$18,833$33,76330,025 66,877

6,769 7,99316,239 14,835

457,592 501,1872,134,456 2,488,831

$2,663,914$3,113,486

$61,677$100,1831,033,732 985,3191,095,409 1,085,502

1,334,497 1,791,24956,058 109,192

177,950 127,5431,568,505 2,027,984

$2,663,914$3,113,486

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 mer-chandise.

Harris connect – Publisher of the 2008 Alumni Directory.

liberty mutual – Provides casualty and personal liabil-ity 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 communica-tion 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 con-tributed 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 cam-pus partners. We rely on the support and collaboration of the colleges and departments below to make our events and programs a success.

AFFINITY PARTNERSProceeds generated from affinity programs are used in support of alumni programming and scholarships.

Admissions

Athletics

Career Services

College of Arts and Sciences

College of The Arts

College of Education

College of Behavioral and Community Sciences

College of Business

College of Engineering

College of Marine Science

College of Medicine

College of Nursing

College of Public Health

Information Technology

Information Management

King O’Neal Scholars

Kosove Scholars

President’s Office

Student Alumni Association

Student Government

USF Polytechnic

USF St. Petersburg

USF Sarasota-Manatee

School of Communication

University Advancement

University Communication and Marketing

University Lecture Series

University Scholarships & Financial Aid Services

USF Libraries

Documents

USF Alumni Assoc. ANNUAL REPORT_2009.pdf