ALUMNI FUND- ALUMNI ASSOCIATION- COLLEGE OF MEDICINE STATE UNIVERSI (EIN 116017810) - 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

1958

Legal Domicile

Principal Officer

ANN MARIE BEDDOE

Phone

7182702075

Tax Period

2023-01-01 to 2023-12-31

ALUMNI FUND- ALUMNI ASSOCIATION- COLLEGE OF MEDICINE STATE UNIVERSI, founded in 1958, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2023. Expenses of $1.2M left a modest 12% surplus.

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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 $636,122

Program Service Revenue $0

Investment Income $679,163

Other Revenue $0

TOTAL REVENUE $1,315,285

Expense Breakdown

Grants Paid $575,554

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $577,042

Other Expenses $580,717

TOTAL EXPENSES $1,156,271

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,315,285	$1,223,912	+0.1%
Expenses	$1,156,271	$869,611	+0.3%
Net Income	$159,014	$354,301	-0.6%

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

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
ANN MARIE BEDDOE	PRESIDENT	N/A	Officer Director	$0	$0	$0
STEPHANIE DIBRIENZA	EXECUTIVE DI	N/A	Officer Director	$0	$0	$0
DR MICHAEL GOLDSTEIN	CHAIR	N/A	Officer Director	$0	$0	$0
UMEKO TAKESHIGE	VICE CHAIR	N/A	Director	$0	$0	$0
LINDA NICOLL	SECRETARY/ T	N/A	Officer Director	$0	$0	$0
MICHAEL CESA	HISTORIAN	N/A	Officer Director	$0	$0	$0
BRUCE GORDON	CHAIR- FUND	N/A	Director	$0	$0	$0
CONSTANCE SHAMES	CHAIR STUDEN	N/A	Director	$0	$0	$0
WILLIAM KUTCHER	BOARD MEMBER	N/A	Director	$0	$0	$0
SUZANNE S MIRRA	BOARD MEMBER	N/A	Director	$0	$0	$0
PAUL A PIPIA	BOARD MEMBER	N/A	Director	$0	$0	$0
RICHARD SADOVSKY	BOARD MEMBER	N/A	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	No data	No data	No data	No data
2023	$1,315,285	$1,156,271	$19,398,869	$159,014
2022	$1,223,912	$869,611	$17,753,109	$354,301
2021	$1,407,555	$910,128	$20,771,327	$497,427
2020	$1,346,260	$1,024,069	$19,205,233	$322,191
2019	$1,055,337	$1,005,310	$17,588,032	$50,027
2018	$987,246	$1,202,666	$15,335,902	$-215,420

ALUMNI FUND- ALUMNI ASSOCIATION- COLLEGE OF MEDICINE STATE UNIVERSI