WORCESTER POLYTECHNIC INST ALUMNI ASSOCIATION (EIN 042121303) - 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

1891

Legal Domicile

Principal Officer

DAN SULLIVAN

Phone

5088315612

Tax Period

2023-07-01 to 2024-06-30

WORCESTER POLYTECHNIC INST ALUMNI ASSOCIATION, founded in 1891, is a small nonprofit in the Education sector that reported $190K in total revenue in fiscal year 2023. Expenses of $165K left a modest 13% surplus.

Mission

TO CONNECT AND ENGAGE ALUMNI OF WORCESTER POLYTECHNIC INSTITUTE (WPI) IN SUPPORT OF WPI'S MISSIONS AND GOALS.

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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 $24,849

Program Service Revenue $0

Investment Income $142,796

Other Revenue $22,280

TOTAL REVENUE $189,925

Expense Breakdown

Grants Paid $82,837

Salaries & Benefits $0

Fundraising Expenses $14,448

Program Expenses $129,593

Other Expenses $81,855

TOTAL EXPENSES $164,692

Year-over-Year Comparison

	2023	2022	Change
Revenue	$189,925	$181,281	+0.0%
Expenses	$164,692	$145,176	+0.1%
Net Income	$25,233	$36,105	-0.3%

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

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
PAULA DELANEY	PAST PRESIDENT	1.00	Director	$0	$0	$0
PAMELA LYNCH	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAN SULLIVAN	TREASURER	1.00	Officer Director	$0	$0	$0
MIKE ABRAMS	DIRECTOR	1.00	Director	$0	$0	$0
MBOLLE AKUME	DIRECTOR	1.00	Director	$0	$0	$0
VEDA BOOTH	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN GAUTHIER	DIRECTOR	1.00	Director	$0	$0	$0
MAUREEN HORGAN	DIRECTOR	1.00	Director	$0	$0	$0
ARLY DUNGCA	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
JANELLE DRAKE	DIRECTOR	1.00	Director	$0	$0	$0
KIJANA HANEY	DIRECTOR	1.00	Director	$0	$0	$0
DAVE HENRY	DIRECTOR	1.00	Director	$0	$0	$0
ALISON LEFLORE	DIRECTOR	1.00	Director	$0	$0	$0
LINDSEY MCKAN	DIRECTOR	1.00	Director	$0	$0	$0
STEVE MEZAK	DIRECTOR	1.00	Director	$0	$0	$0
PAT MORAN	DIRECTOR	1.00	Director	$0	$0	$0
NANCY ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
JAMI WALSH	DIRECTOR	1.00	Director	$0	$0	$0
JOHN LOMBARDI	DIRECTOR	1.00	Director	$0	$0	$0
JAKE ROCZNIAK	DIRECTOR	1.00	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	No data	No data	No data	No data
2024	$189,925	$164,692	$3,701,179	$25,233
2023	$181,281	$145,176	$3,449,101	$36,105
2022	$181,996	$152,903	$3,239,431	$29,093
2021	$178,415	$139,445	$3,495,385	$38,970
2020	$174,199	$141,004	$2,811,448	$33,195
2019	$180,698	$305,629	$2,938,064	$-124,931
2018	$186,668	$158,549	$3,053,728	$28,119

WORCESTER POLYTECHNIC INST ALUMNI ASSOCIATION