ASSOCIATION OF AMERICAN UNIVERSITIE DATA EXCHANGE (AAUDE) (EIN 201222231) - 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

1974

Legal Domicile

Principal Officer

ROBERT UTKE

Phone

6126267682

Tax Period

2022-07-01 to 2023-06-30

ASSOCIATION OF AMERICAN UNIVERSITIE DATA EXCHANGE (AAUDE), founded in 1974, is a small nonprofit in the Education sector that reported $685K in total revenue in fiscal year 2022. The organization ran a surplus of $106K, a strong 15% operating margin.

Mission

EXCHANGE OF DATA AND INFORMATION OF COMMON INTEREST.

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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 (2022)

Revenue Breakdown

Contributions & Grants $576,950

Program Service Revenue $101,136

Investment Income $7,163

Other Revenue $0

TOTAL REVENUE $685,249

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $560,337

Other Expenses $579,588

TOTAL EXPENSES $579,588

Year-over-Year Comparison

	2022	2021	Change
Revenue	$685,249	$651,400	+0.1%
Expenses	$579,588	$598,823	0.0%
Net Income	$105,661	$52,577	+1.0%

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
BETHAN CANTWELL	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN SHEPHERD	DIRECTOR	1.00	Director	$0	$0	$0
LINETTE DECARIE	DIRECTOR	1.00	Director	$0	$0	$0
RYAN CHERLAND	DIRECTOR	1.00	Director	$0	$0	$0
SEAN HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA SHEDD	PRESIDENT	1.00	Officer Director	$0	$0	$0
JASON STEWART	TREASURER-NO	1.00	Officer Director	$0	$0	$0
PAUL SCHATZ	TREASURER-NO	1.00	Officer Director	$0	$0	$0
AMY SCHULT	DIRECTOR-NON	1.00	Officer Director	$0	$0	$0
ROBERT UTKE	SECRETARY-NO	36.00	Officer 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	No data	No data	No data	No data
2023	$685,249	$579,588	$858,265	$105,661
2022	$651,400	$598,823	$752,604	$52,577
2021	$572,197	$615,225	$700,027	$-43,028
2020	$611,478	$568,378	$743,055	$43,100
2019	$657,552	$651,796	$699,955	$5,756

ASSOCIATION OF AMERICAN UNIVERSITIE DATA EXCHANGE (AAUDE)