ALUMNI ASSOC OF THE STATE UNIVERSI… - Form 990 Financial Data

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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

1973

Legal Domicile

Principal Officer

KERRY GOTHAM

Phone

5853952465

Tax Period

2019-07-01 to 2020-06-30

ALUMNI ASSOC OF THE STATE UNIVERSITY AT BROCKPORT (ALUMNI ENGAGEMENT OFFICE), founded in 1973, is a small nonprofit that reported $228K in total revenue in fiscal year 2019. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $106K, a strong 47% operating margin.

Mission

THE BROCKPORT ALUMNI ASSOCIATION WILL PROMOTE LIFELONG RELATIONSHIPS BY KEEPING ALUMNI AND FRIENDS CONNECTED TO ONE ANOTHER AND TO THE COLLEGE, WHILE SUPPORTING THE MISSION AND THE GOALS OF THE COLLEGE NOW AND IN THE FUTURE.

Program Service Accomplishments

Program 1

Expenses: $112,508 Revenue: $67,963

THE MAIN PROGRAM FOR THE ASSOCIATION IS TO RECRUIT NEW MEMBERS, HONOR ALUMNI THROUGH AWARD PROGRAMS, AND HOLD VARIOUS EVENTS FOR THE COLLEGE.

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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 (2019)

Revenue Breakdown

Contributions & Grants $159,630

Program Service Revenue $67,963

Investment Income $0

Other Revenue $0

TOTAL REVENUE $227,593

Expense Breakdown

Grants Paid $9,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $112,508

Other Expenses $112,389

TOTAL EXPENSES $121,389

Year-over-Year Comparison

	2019	2018	Change
Revenue	$227,593	$164,778	+0.4%
Expenses	$121,389	$145,821	-0.2%
Net Income	$106,204	$18,957	+4.6%

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

$129,147

Total Directors

$215,223

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MITCH COHEN	BOARD DIRECTOR	1.00	Director	$0	$0	$0
ALLYN HAMMEL	SECRETARY	1.00	Officer Director	$0	$0	$0
CARL O'CONNOR	PRESIDENT	1.00	Officer Director	$0	$0	$0
CARLA SANSALONE	BOARD DIRECTOR	1.00	Director	$0	$0	$0
CONNIE WALKER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
GRACE KELLY	BOARD DIRECTOR	1.00	Director	$0	$0	$0
DICK ZUSMAN	BOARD DIRECTOR	1.00	Director	$0	$0	$0
DON MURRAY	BOARD DIRECTOR	1.00	Director	$0	$0	$0
EMILY LOTTES	BOARD DIRECTOR	1.00	Director	$0	$0	$0
HEIDI MACPHERSON	BOARD DIRECTOR	1.00	Director	$0	$0	$0
JOAN FENTON	BOARD DIRECTOR	1.00	Director	$0	$0	$0
JOE CHESEBRO	BOARD DIRECTOR	1.00	Director	$0	$0	$0
JULIE HUTCHINSON	BOARD DIRECTOR	1.00	Director	$0	$0	$0
KAREN OWEN	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL THAYER	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MARISA BALLARO	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL ANDRIATCH	BOARD DIRECTOR	1.00	Director	$0	$27,642	$215,223
MICHAEL FURNESS	BOARD DIRECTOR	1.00	Director	$0	$0	$0
SASHA OKOLO	BOARD DIRECTOR	1.00	Director	$0	$0	$0
SEAN LEAVY	BOARD DIRECTOR	1.00	Director	$0	$0	$0
SHEILA STRONG	BOARD DIRECTOR	1.00	Director	$0	$0	$0
KATE COOPER	BOARD DIRECTOR	1.00	Director	$0	$0	$0
ALISSA BARNEY	TREASURER	1.00	Officer Director	$0	$0	$0
KERRY GOTHAM	EXECUTIVE DIRECTOR	5.00	Officer	$0	$29,397	$129,147

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
2020	$227,593	$121,389	$247,269	$106,204

ALUMNI ASSOC OF THE STATE UNIVERSITY AT BROCKPORT (ALUMNI ENGAGEMENT OFFICE)