SCHOOL OF MANAGEMENT ALUMNI ASSOCIATION STATE UNIVERSITY OF NY AT BUFFALO (EIN 222328457) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1933

Legal Domicile

Principal Officer

LAURA BERRADY

Phone

7166453224

Tax Period

2021-09-01 to 2022-08-31

SCHOOL OF MANAGEMENT ALUMNI ASSOCIATION STATE UNIVERSITY OF NY AT BUFFALO, founded in 1933, is a small nonprofit that reported $114K in total revenue in fiscal year 2021. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $43K, a strong 37% operating margin.

Mission

THE PURPOSE OF THE UNIVERSITY AT BUFFALO SCHOOL OF MANAGEMENT ALUMNI ASSOCIATION IS TO PROMOTE, ENHANCE AND SUPPORT THE WELFARE AND THE EDUCATIONAL INTERESTS OF THE UNIVERSITY AT BUFFALO SCHOOL OF MANAGEMENT (THE "SCHOOL") IN THE ACADEMIC AND BUSINESS COMMUNITY BY FOSTERING ENGAGEMENT, COMMUNICATION AND SUPPORT AMONG ALUMNI, THE SCHOOL AND THE UNIVERSITY AT BUFFALO.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $97,704

Program Service Revenue $0

Investment Income $2

Other Revenue $16,719

TOTAL REVENUE $114,425

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,875

Other Expenses $61,653

TOTAL EXPENSES $71,653

Year-over-Year Comparison

	2021	2020	Change
Revenue	$114,425	$78,429	+0.5%
Expenses	$71,653	$61,691	+0.2%
Net Income	$42,772	$16,738	+1.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

650

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
LAURA BERRADY	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRISTOPHER EGLIN	VICE PRESIDENT - PROGRAM DEVELOPMENT & EVENTS	1.00	Officer Director	$0	$0	$0
KENDRA BRIM	ASSISTANT VP - BOARD ENGAGEMENT	1.00	Officer Director	$0	$0	$0
MATTHEW HALICKI	ASSISTANT VP - BOARD ENGAGEMENT & EVENTS	1.00	Officer Director	$0	$0	$0
DAVID READING	VICE PRESIDENT - FACULTY RELATIONS	1.00	Officer Director	$0	$0	$0
DOROTHY SIAW-ASAMOAH	ASSISTANT VP - FACULTY RELATIONS	1.00	Officer Director	$0	$0	$0
JAMES D MACRI	VICE PRESIDENT - STUDENT RELATIONS/YOUNG ALUMNI	1.00	Officer Director	$0	$0	$0
JEFFREY T MORRISEY	ASSISTANT VP - STUDENT RELATIONS	1.00	Officer Director	$0	$0	$0
ANDREW PEER	VICE PRESIDENT - NOMINATIONS	1.00	Officer Director	$0	$0	$0
DANIEL T LIEBEL	SECRETARY	1.00	Officer Director	$0	$0	$0
NICKLAUS AMBROSE	TREASURER	1.00	Officer Director	$0	$0	$0
JACQUELYN S MARCHESIELLO	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
THOMAS M BARNEY JR	DIRECTOR	1.00	Director	$0	$0	$0
ADAM FRIES	DIRECTOR	1.00	Director	$0	$0	$0
SUDHA BOMMIDI	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS P COGAN	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON D GLASGOW	DIRECTOR	1.00	Director	$0	$0	$0
LISA LATROVATO	DIRECTOR	1.00	Director	$0	$0	$0
JULIA JORNSAY-SILVERBERG	DIRECTOR	1.00	Director	$0	$0	$0
SHAFIQ JALAL	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SCHAFFSTALL	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY T MORRISEY	DIRECTOR	1.00	Director	$0	$0	$0
GERALD E MURAK	DIRECTOR	1.00	Director	$0	$0	$0
PAUL QUEBRAL	DIRECTOR	1.00	Director	$0	$0	$0
DANIELLE VASQUEZ	DIRECTOR	1.00	Director	$0	$0	$0
PIETRA ZAFFRAM	DIRECTOR	1.00	Director	$0	$0	$0
ANNIKA SAMUELS	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY SHANAHAN	DIRECTOR	1.00	Director	$0	$0	$0
CLAIRE STROH PETRIE	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL WOLFE	DIRECTOR	1.00	Director	$0	$0	$0
GINA SOTTILE	DIRECTOR	1.00	Director	$0	$0	$0
JACOB WALSH	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY ZORATTI	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA SHORE	EX-OFFICIO (NON-VOTING)	1.00	Director	$0	$0	$0
MARC ADLER	ASSISTANT VP (FORMER)	1.00	Director	$0	$0	$0
DHARSHAN JAYASINGHE	EX-OFFICIO (VOTING)	1.00	Director	$0	$0	$0
AUDREY HALL	EX-OFFICIO (VOTING)	1.00	Director	$0	$0	$0
WILLIAM A HAMILTON	DIRECTOR (FORMER)	1.00	Director	$0	$0	$0
JILL HELMS	DIRECTOR (FORMER)	1.00	Director	$0	$0	$0
MICHAEL KEANE	DIRECTOR (FORMER)	1.00	Director	$0	$0	$0
MAYA RACHO	EX-OFFICIO (FORMER)	1.00	Director	$0	$0	$0
GARY JASTRZAB	DIRECTOR (FORMER)	1.00	Director	$0	$0	$0
JERILYN J HICKEY	DIRECTOR (FORMER)	1.00	Director	$0	$0	$0
NIL PATEL	EX-OFFICIO (FORMER)	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
2022	$114,425	$71,653	$156,848	$42,772
2021	$78,429	$61,691	$114,076	$16,738
2020	$91,978	$76,448	$97,338	$15,530
2019	$120,252	$117,466	$80,943	$2,786
2018	$123,087	$150,588	$79,425	$-27,501

SCHOOL OF MANAGEMENT ALUMNI ASSOCIATION STATE UNIVERSITY OF NY AT BUFFALO