CORNELL ALUMNI ASSOCIATION (EIN 150540548) - 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

1903

Legal Domicile

Principal Officer

BETTY WONG ORTIZ

Phone

6072728530

Tax Period

2020-07-01 to 2021-06-30

CORNELL ALUMNI ASSOCIATION, founded in 1903, is a micro nonprofit that reported $89K in total revenue in fiscal year 2020. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $290K exceeded revenue, resulting in a 227% operating deficit.

Mission

TO PROMOTE IN EVERY PROPER WAY THE INTERESTS OF CORNELL UNIVERSITY AND TO FOSTER AMONG ITS ALUMNI A SENTIMENT OF REGARD FOR EACH OTHER AND ATTACHMENT TO THEIR ALMA MATER.

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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 (2020)

Revenue Breakdown

Contributions & Grants $672

Program Service Revenue $0

Investment Income $-8,879

Other Revenue $96,988

TOTAL REVENUE $88,781

Expense Breakdown

Grants Paid $0

Salaries & Benefits $209,701

Fundraising Expenses $0

Other Expenses $80,248

TOTAL EXPENSES $289,949

Year-over-Year Comparison

	2020	2019	Change
Revenue	$88,781	$263,952	-0.7%
Expenses	$289,949	$279,090	+0.0%
Net Income	$-201,168	$-15,138	+12.3%

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

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
ROB ROSENBERG	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BETTY WONG ORTIZ	PRESIDENT/CHAIRMAN	1.00	Officer Director	$0	$0	$0
MICHELLE VAETH	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JENNIFER BARNETT	MAGAZINE DIRECTOR	40.00	Highest	$121,494	$49,959	$171,453

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
2021	$88,781	$289,949	$161,948	$-201,168
2020	$263,952	$279,090	$423,659	$-15,138
2019	$350,907	$280,872	$701,259	$70,035
2018	$392,872	$269,271	$642,418	$123,601

CORNELL ALUMNI ASSOCIATION