TRUSTEES OF DARTMOUTH COLLEGE (EIN 020514617) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

David Wagner

Phone

3124793395

Tax Period

2023-07-01 to 2024-06-30

TRUSTEES OF DARTMOUTH COLLEGE, founded in 1999, is a small nonprofit that reported $263K in total revenue in fiscal year 2023. The organization ran a surplus of $113K, a strong 43% operating margin.

Mission

The purpose of the organization shall be to develop a strong and enduring Class structure in order to futher the interests, welfare, and educational purposes of Dartmouth College, for so long as the Class is in existence and Dartmouth College remains organized exclusively for charitable, educational or scientific purposes within the meaning of Sections 501(c)(3) and 170(b)(1)(A) of the Internal Revenue Code of 1986, as amended.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $13,700

Program Service Revenue $249,614

Investment Income $6

Other Revenue $0

TOTAL REVENUE $263,320

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,728

Program Expenses $146,947

Other Expenses $150,675

TOTAL EXPENSES $150,675

Year-over-Year Comparison

	2023	2022	Change
Revenue	$263,320	N/A	N/A
Expenses	$150,675	N/A	N/A
Net Income	$112,645	$0	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Tichio	President	0.1	Officer Director	$0	$0	$0
David Wagner	President	0.1	Officer Director	$0	$0	$0
Catherine Pieroni	Vice President, Reunion Chair	0.1	Officer Director	$0	$0	$0
Holly Munsie	Vice President, Alumni Councilor	0.1	Officer Director	$0	$0	$0
Jacqueline Rioux Gladstone	Secretary, Reunion Chair	0.1	Officer Director	$0	$0	$0
Tony Perry	Secretary, Executive Committee	0.1	Officer Director	$0	$0	$0
Jeffrey Loeb	Treasurer	0.1	Officer Director	$0	$0	$0
Peter Agnes	Head Agent	0.1	Officer Director	$0	$0	$0
Andra Newman	Head Agent, Executive Committee	0.1	Officer Director	$0	$0	$0
Adrienne Wagner	Newsletter Editor	0.1	Officer Director	$0	$0	$0
Michelle Sweetser	Newsletter Editor	0.1	Officer Director	$0	$0	$0
Jeffrey Fine	Reunion Chair	0.1	Officer Director	$0	$0	$0
Nicci Hafer	Reunion Chair	0.1	Officer Director	$0	$0	$0
Michelle Leicht	Mini-Reunion Chair	0.1	Officer Director	$0	$0	$0
Tully Murphy	Mini-Reunion Chair	0.1	Officer Director	$0	$0	$0
Danielle Buczek	Webmaster	0.1	Officer Director	$0	$0	$0
Willy Wong	Webmaster	0.1	Officer Director	$0	$0	$0
Nahoko Kawakyu-O'Connor	Alumni Councilor	0.1	Officer Director	$0	$0	$0
Allison Fisch	Gift Planning Chair	0.1	Officer Director	$0	$0	$0
Pauline Christo	Executive Committee	0.1	Officer Director	$0	$0	$0
Amy Altizer	Executive Committee	0.1	Officer Director	$0	$0	$0
Andrea Stenger	Executive Committee	0.1	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$263,320	$150,675	$206,861	$112,645

TRUSTEES OF DARTMOUTH COLLEGE