NATIONAL ASSOCIATION OF UNIVERSITY WOMEN (EIN 237121300) - 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

1910

Legal Domicile

Principal Officer

BETTY WILKERSON

Phone

2025473967

Tax Period

2023-07-01 to 2024-06-30

NATIONAL ASSOCIATION OF UNIVERSITY WOMEN, founded in 1910, is a small nonprofit that reported $242K in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $77K, a strong 32% operating margin.

Mission

TO SPONSOR, PROMOTE AND CONDUCT EDUCATIONAL ACTIVITIES DESIGNED TO PROVIDE COMMUNITY OUTREACH SERVICES TO LEARNERS AT EVERY LEVEL OF DEVELOPMENT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $242,063

Program Service Revenue $0

Investment Income $81

Other Revenue $0

TOTAL REVENUE $242,144

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $152,684

Other Expenses $165,606

TOTAL EXPENSES $165,606

Year-over-Year Comparison

	2023	2022	Change
Revenue	$242,144	$172,111	+0.4%
Expenses	$165,606	$191,877	-0.1%
Net Income	$76,538	$-19,766	-4.9%

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
BETTY WILKERSON	PRESIDENT	15.00	Officer	$0	$0	$0
ANNETTE BURTIN	1ST VICE PRESIDENT	15.00	Officer	$0	$0	$0
ROSALIND CLARKE	2ND VICE PRESIDENT	10.00	Officer	$0	$0	$0
VIRGINIA TATE	RECORDING SECY	10.00	Officer	$0	$0	$0
SHIRLEY BROWN	FINANCIAL SECRETARY	10.00	Officer	$0	$0	$0
AMANDA JOHNSON	CORRESPONDING SECRETARY	10.00	Officer	$0	$0	$0
MELANIE COPENNY	TREASURER	10.00	Officer	$0	$0	$0
QUINTELLA BASKERVILLE	NOMINATING CHAIR	10.00	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	No data	No data	No data	No data
2024	$242,144	$165,606	$509,070	$76,538
2023	$172,111	$191,877	$432,532	$-19,766
2022	$201,343	$243,660	$451,438	$-42,317
2021	$214,158	$188,611	$493,754	$25,547
2020	$168,167	$154,908	$468,207	$13,259
2019	$181,078	$213,175	$454,948	$-32,097
2018	$171,886	$148,814	$487,045	$23,072

NATIONAL ASSOCIATION OF UNIVERSITY WOMEN