AICCU RESEARCH FOUNDATION (EIN 237003049) - 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

1989

Legal Domicile

Principal Officer

KRISTEN SOARES

Phone

9164467626

Tax Period

2022-07-01 to 2023-06-30

AICCU RESEARCH FOUNDATION, founded in 1989, is a community nonprofit in the Unknown sector that reported $1.8M in total revenue in fiscal year 2022. Revenue grew 20% year-over-year, indicating healthy expansion. Net assets of $4.9M represent 32 months of operating reserves.

Mission

TO ADVANCE THE INTERESTS OF THE ACCREDITED NON-PROFIT COLLEGES AND UNIVERSITIES IN THE STATE.

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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 $1,463,856

Program Service Revenue $160,928

Investment Income $197,702

Other Revenue $0

TOTAL REVENUE $1,822,486

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,207,783

Fundraising Expenses $0

Program Expenses $1,498,375

Other Expenses $673,891

TOTAL EXPENSES $1,881,674

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,822,486	$1,523,506	+0.2%
Expenses	$1,881,674	$1,875,185	+0.0%
Net Income	$-59,188	$-351,679	-0.8%

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

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

$408,721

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTEN SOARES	President	40.00	Officer	$347,877	$60,844	$408,721
Alexander Graves	VP for Gv Relation	40.00		$103,437	$16,481	$119,918
THOMAS MAU VU	VP FOR POLICY	40.00		$99,499	$15,023	$114,522
MICHAEL BEALS	Exec Committee	1.00	Director	$0	$0	$0
KENNETH HARGREAVES	Exec Committee	1.00	Director	$0	$0	$0
HECTOR DE LA TORRE	Exec Committee	1.00	Director	$0	$0	$0
MARTHA ESCUTIA	Exec Committee	1.00	Director	$0	$0	$0
DAVID FIKE	Exec Committee	1.00	Director	$0	$0	$0
ANN MCELANEY-JOHNSON	AICCU CHAIR	1.00	Officer Director	$0	$0	$0
ANDREW BENTON	Exec Committee	1.00	Director	$0	$0	$0
G GABRIELLE STARR	1ST VICE CHAIR	1.00	Officer Director	$0	$0	$0
FRED PRAGER	Treasurer	1.00	Officer Director	$0	$0	$0
MICHELE NEALON	Exec Committee	1.00	Director	$0	$0	$0
AMY MARCUS-NEWHALL	Exec Committee	1.00	Director	$0	$0	$0
PAUL FITZGERALD	Exec Committee	1.00	Director	$0	$0	$0
ANDRE STEPHENS	Exec Committee	1.00	Director	$0	$0	$0
RAVI RAJAN	2ND VICE CHAIR	1.00	Officer Director	$0	$0	$0
ERIKA BUSTAMANTE	Exec Committee	1.00	Director	$0	$0	$0
JAMES T HARRIS III	Exec Committee	1.00	Director	$0	$0	$0
KRISTA NEWKIRK	Exec Committee	1.00	Director	$0	$0	$0
MAUREEN O'CONNOR	Exec Committee	1.00	Director	$0	$0	$0
DANIELE C STRUPPA	Exec Committee	1.00	Director	$0	$0	$0
JULIE SULLIVAN	Exec Committee	1.00	Director	$0	$0	$0
GREG BOARDMAN	Exec Committee	1.00	Director	$0	$0	$0
FRAN INMAN	Exec Committee	1.00	Director	$0	$0	$0
EUGENE MITCHELL	Exec Committee	1.00	Director	$0	$0	$0
SHANNON GARY	Exec Committee	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,822,486	$1,881,674	$6,052,378	$-59,188
2022	$1,523,506	$1,875,185	$4,964,356	$-351,679
2021	$1,716,548	$1,516,084	$6,309,700	$200,464
2020	$1,795,513	$1,730,281	$4,971,340	$65,232
2019	$1,664,355	$1,790,382	$4,697,543	$-126,027
2018	$1,327,871	$1,811,410	$4,393,323	$-483,539
2017	$1,409,572	$1,560,058	$4,635,502	$-150,486

AICCU RESEARCH FOUNDATION