ALFRED-ALMOND ALUMNI ASSOCIATION

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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

2003

Legal Domicile

Principal Officer

LISA PATRICK

Phone

6075878211

Tax Period

2024-04-01 to 2025-03-31

ALFRED-ALMOND ALUMNI ASSOCIATION, founded in 2003, is a small nonprofit in the Education sector that reported $151K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $65K, a strong 43% operating margin.

Mission

PROMOTE FELLOWSHIP AMOUNG ALUMNI OF ALFRED ALMOND SCHOOL

Program Service Accomplishments

Program 1

Expenses: $58,000 Revenue: $92,850

SCHOLARSHIPS GIVEN TO STUDENTS OF ALFRED ALMOND SCHOOL DISTRICT FOR EDUCATIONAL EXPENSES

Program 2

Expenses: $16,650 Revenue: $5,425

ALUMNI MEETINGS AND CORRESPONDENCE FOR FELLOWSHIP AMONG ALUMNI

Program 3

Expenses: $4,369 Revenue: $3,552

SCHOLARSHIPS GIVEN TO STUDENTS OF ALFRED ALMOND SCHOOL DISTRICT TO ATTEND EDUCATIONAL AND SPORTS CAMPS

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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 (2024)

Revenue Breakdown

Contributions & Grants $101,654

Program Service Revenue $5,425

Investment Income $44,038

Other Revenue $0

TOTAL REVENUE $151,117

Expense Breakdown

Grants Paid $62,369

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,019

Other Expenses $23,769

TOTAL EXPENSES $86,138

Year-over-Year Comparison

	2024	2023	Change
Revenue	$151,117	$117,911	+0.3%
Expenses	$86,138	$90,787	-0.1%
Net Income	$64,979	$27,124	+1.4%

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
LISA PATRICK	PRESIDENT	1.00	Officer	$0	$0	$0
SHAUNE HENRY	TREASURER	1.00	Officer	$0	$0	$0
DONNA RYAN	SECRETARY	1.00	Officer	$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	$151,117	$86,138	$566,310	$64,979
2024	$117,911	$90,787	$527,021	$27,124