TWU ALUMNI ASSOCIATION (EIN 237201733) - 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

1905

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

TWU ALUMNI ASSOCIATION, founded in 1905, is a small nonprofit that reported $140K in total revenue in fiscal year 2023. The organization ran a surplus of $94K, a strong 67% operating margin.

Mission

PROMOTE TEXAS WOMENS UNIVERSITY AND 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 (2023)

Revenue Breakdown

Contributions & Grants $4,070

Program Service Revenue $0

Investment Income $135,563

Other Revenue $0

TOTAL REVENUE $139,633

Expense Breakdown

Grants Paid $22,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,265

Other Expenses $23,333

TOTAL EXPENSES $45,833

Year-over-Year Comparison

	2023	2022	Change
Revenue	$139,633	$133,609	+0.0%
Expenses	$45,833	$79,466	-0.4%
Net Income	$93,800	$54,143	+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

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
SOPHIA TALGON	CO-VICE PRESIDENT	5.00	Officer	$0	$0	$0
ERIKA QUEZADA	SECRETARY	5.00	Officer	$0	$0	$0
HEIDI TORRES	CO-VICE PRESIDENT	5.00	Officer	$0	$0	$0
MICHELLE AYERS	TREASURER	5.00	Officer	$0	$0	$0
LESLEY REGALADO	PRESIDENT	5.00	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
2024	$139,633	$45,833	$3,413,017	$93,800
2023	$133,609	$79,466	$3,080,898	$54,143
2022	$182,869	$88,928	$3,443,789	$93,941
2021	$591,433	$127,461	$3,349,848	$463,972
2020	$157,457	$79,715	$2,886,550	$77,742
2019	$237,468	$89,016	$2,808,218	$148,452

TWU ALUMNI ASSOCIATION