ALBERTINI RINALDO TUW FBO UVM

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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

1962

Legal Domicile

Principal Officer

SAME AS BOX C ABOVE

Phone

2393975002

Tax Period

2025-01-01 to 2025-12-31

ALBERTINI RINALDO TUW FBO UVM, founded in 1962, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $23K in total revenue in fiscal year 2025. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $15K, a strong 67% operating margin.

Mission

The organizations mission is to promote higher education and educational excellence by providing charitable support to the University of Vermont and related academic initiatives.

Program Service Accomplishments

Program 1

SUPPORT FOR THE UNIVERSITY OF VERMONT

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $22,787

Other Revenue $0

TOTAL REVENUE $22,787

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,500

Fundraising Expenses $0

Other Expenses $1,025

TOTAL EXPENSES $7,525

Year-over-Year Comparison

	2025	2024	Change
Revenue	$22,787	$17,371	+0.3%
Expenses	$7,525	$12,149	-0.4%
Net Income	$15,262	$5,222	+1.9%

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

N/A

Employees

N/A

Volunteers

N/A

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
MT TRUST CO	TRUSTEE	1.0		$6,500	$0	$6,500

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
2025	$22,787	$7,525	$266,309	$15,262
2024	No data	No data	No data	No data
2023	$12,160	$9,838	$246,146	$2,322
2022	$11,696	$8,900	$243,887	$2,796
2021	$21,510	$5,692	$241,199	$15,818
2020	$18,094	$5,122	$225,413	$12,972