UNIVERSITY OF LOUISIANA AT MONROE ALUMNI ASSOCIATION (EIN 237062977) - 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

1953

Legal Domicile

Phone

3183423636

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF LOUISIANA AT MONROE ALUMNI ASSOCIATION, founded in 1953, is a small nonprofit in the Education sector that reported $321K in total revenue in fiscal year 2024. The organization ran a surplus of $150K, a strong 47% operating margin.

Mission

SUPPORT UNIVERSITY THROUGH ENGAGING ALUMNI.

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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 $92,478

Program Service Revenue $116,424

Investment Income $117,912

Other Revenue $-5,985

TOTAL REVENUE $320,829

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $7,872

Program Expenses $101,123

Other Expenses $171,002

TOTAL EXPENSES $171,002

Year-over-Year Comparison

	2024	2023	Change
Revenue	$320,829	$327,957	0.0%
Expenses	$171,002	$170,373	+0.0%
Net Income	$149,827	$157,584	0.0%

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

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
DEJANEIRO DJ DAVIS	Director	0.50	Director	$0	$0	$0
MAGGIE GENEROSO	President	0.50	Officer Director	$0	$0	$0
DEANDRE ALEXANDER	Director	0.50	Director	$0	$0	$0
RENEE HEBERT	VP ADMINISTRATI	0.50	Officer Director	$0	$0	$0
NICK LEBAS	Director	0.50	Director	$0	$0	$0
JOSEPH BEARD	Director	0.50	Director	$0	$0	$0
LACY DURHAM	VP OPERATIONS	0.50	Officer Director	$0	$0	$0
LEVI MCKELPIN	Director	0.50	Director	$0	$0	$0
BRYAN CREEKMORE	Director	0.50	Director	$0	$0	$0
KANDICE HUNTER	Director	0.50	Director	$0	$0	$0
DR TONI LOWE	Director	0.50	Director	$0	$0	$0
DR BRIAN BUSH	Director	0.50	Director	$0	$0	$0
JUSTIN MAILHES	Director	0.50	Director	$0	$0	$0
D'MARIO PAYNE	Director	0.50	Director	$0	$0	$0
DAVID SMITH	VP FINANCE	0.50	Officer Director	$0	$0	$0
KIM LOWERY	Director	0.50	Director	$0	$0	$0
K SHAWN MCCOY	Secretary	0.50	Officer Director	$0	$0	$0
ERICK BURTON	Director	0.50	Director	$0	$0	$0
ERNEST FINCH	Director	0.50	Director	$0	$0	$0
JOSH CARROLL	Director	0.50	Director	$0	$0	$0
LYNNEL RUCKERT	Director	0.50	Director	$0	$0	$0
NIRALI PATEL	Director	0.50	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	$320,829	$171,002	$1,233,350	$149,827
2024	$327,957	$170,373	$1,081,606	$157,584
2023	$264,630	$163,431	$920,812	$101,199
2022	$152,460	$207,886	$820,348	$-55,426
2021	$263,578	$108,047	$880,273	$155,531
2020	$176,290	$134,949	$716,171	$41,341
2019	$141,616	$238,746	$677,871	$-97,130

UNIVERSITY OF LOUISIANA AT MONROE ALUMNI ASSOCIATION