Alumnae Association of Smith College (EIN 042103649) - 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

1905

Legal Domicile

Principal Officer

Amanda Lopez

Phone

4135852200

Tax Period

2024-07-01 to 2025-06-30

Alumnae Association of Smith College, founded in 1905, is a community nonprofit in the Education sector that reported $2.1M in total revenue in fiscal year 2024. Revenue surged 113% from the prior year, signaling strong growth momentum. The organization ran a surplus of $384K, a strong 18% operating margin.

Mission

The mission of the Alumnae Association of Smith College the Association is to further the well-being of the college and its graduates by increasing the interest of members in the college and in each other.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $2,137,527

Other Revenue $9,809

TOTAL REVENUE $2,147,336

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,576,447

Other Expenses $1,762,858

TOTAL EXPENSES $1,762,858

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,147,336	$1,005,911	+1.1%
Expenses	$1,762,858	$1,629,352	+0.1%
Net Income	$384,478	$-623,441	-1.6%

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

1500

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
Amanda Lopez	Executive Director	N/A	Highest	$0	$22,676	$218,492
Peggie Koon	President	005.00	Officer Director	$0	$0	$0
Melodye Serino	Vice President	005.00	Officer Director	$0	$0	$0
Earnestine Benford	Treasurer	005.00	Officer Director	$0	$0	$0
Suzanne Kim Doud Galli	Secretary	005.00	Officer Director	$0	$0	$0
Elizabeth Farrar	Director	005.00	Director	$0	$0	$0
Kimberly Wong	Director	005.00	Director	$0	$0	$0
Amy Nutt	Director	005.00	Director	$0	$0	$0
Elissa Getto	Director	005.00	Director	$0	$0	$0
Samina Arif	Director	005.00	Director	$0	$0	$0
Alejandra Ruiz	Director	005.00	Director	$0	$0	$0
Lara Marcon	Director	005.00	Director	$0	$0	$0
Stephanie Annessi Tangard	Director	005.00	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
2025	$2,147,336	$1,762,858	$31,308,540	$384,478
2024	No data	No data	No data	No data
2023	$3,290,688	$1,623,530	$29,411,952	$1,667,158
2022	$5,083,871	$1,567,967	$29,893,946	$3,515,904
2021	$2,730,203	$1,328,565	$31,465,732	$1,401,638

Alumnae Association of Smith College