UNIVERSITY OF NEW ORLEANS INTERNATIONAL ALUMNI ASSOCIATION (EIN 237080203) - 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

1961

Legal Domicile

Principal Officer

Nerolie Rayson

Phone

5042802586

Tax Period

2024-01-01 to 2024-12-31

UNIVERSITY OF NEW ORLEANS INTERNATIONAL ALUMNI ASSOCIATION, founded in 1961, is a small nonprofit that reported $213K in total revenue in fiscal year 2024. Expenses of $198K left a modest 7% surplus.

Mission

To promote the long term welfare of the University of New Orleans, its students and alumni; and to foster loyalty and support for the University.

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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 $121,411

Program Service Revenue $70,975

Investment Income $4,782

Other Revenue $15,893

TOTAL REVENUE $213,061

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $193,961

Other Expenses $172,976

TOTAL EXPENSES $197,976

Year-over-Year Comparison

	2024	2023	Change
Revenue	$213,061	$223,628	0.0%
Expenses	$197,976	$172,737	+0.1%
Net Income	$15,085	$50,891	-0.7%

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

375

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
David Carney III	At-Large Direct	1.00	Director	$0	$0	$0
William Berg	At-Large Direct	1.00	Director	$0	$0	$0
Ricky Burke	Past President	1.00	Officer Director	$0	$0	$0
Christian Smith	SECRETARY	1.00	Officer Director	$0	$0	$0
Brandan Bonds	At-Large Direct	1.00	Director	$0	$0	$0
Roxanne Craven	At-Large Direct	1.00	Director	$0	$0	$0
Mike Jackson	President-Elect	1.00	Officer Director	$0	$0	$0
Alisha Brady	Treasurer	1.00	Officer Director	$0	$0	$0
Raphael Deterville	At-Large Direct	1.00	Director	$0	$0	$0
Annie Sergi	At-Large Direct	1.00	Director	$0	$0	$0
Annie Juttner	President	1.00	Officer Director	$0	$0	$0
Daniel Lund	At-Large Direct	1.00	Director	$0	$0	$0
Jeremy Yuslum	At-Large Direct	1.00	Director	$0	$0	$0
Eboni Thompson Buchanan	At-Large Direct	1.00	Director	$0	$0	$0
Hailey Lynn Fretz	At-Large Direct	1.00	Director	$0	$0	$0
Dinah Payne	Faculty Sen Rep	0.00	Director	$0	$0	$0
Kathy Johnson	UNO President	0.00	Director	$0	$0	$0
Anthony Gregorio	Exec Dir of UA	0.00	Director	$0	$0	$0
Rachel Weiss	Exec Dir of AA	0.00	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
2024	$213,061	$197,976	$837,295	$15,085
2023	$223,628	$172,737	$821,196	$50,891
2022	$189,187	$114,226	$768,699	$74,961
2021	$228,435	$170,243	$693,688	$58,192
2020	$69,258	$65,695	$632,251	$3,563

UNIVERSITY OF NEW ORLEANS INTERNATIONAL ALUMNI ASSOCIATION