UCI ALUMNI ASSOCIATION (EIN 237237163) - 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

1975

Legal Domicile

Principal Officer

SHANTE CARTER

Phone

9498242586

Tax Period

2023-07-01 to 2024-06-30

UCI ALUMNI ASSOCIATION, founded in 1975, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $1.9M left a modest 4% surplus.

Mission

TO ENRICH THE LIVES OF ALUMNI AND ENGAGE THEM IN A LIFELONG ADVANCEMENT OF UC IRVINE.

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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 $800,106

Program Service Revenue $514,791

Investment Income $476,728

Other Revenue $227,449

TOTAL REVENUE $2,019,074

Expense Breakdown

Grants Paid $213,750

Salaries & Benefits $152,177

Fundraising Expenses $91,801

Program Expenses $1,580,372

Other Expenses $1,569,138

TOTAL EXPENSES $1,935,065

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,019,074	$1,480,380	+0.4%
Expenses	$1,935,065	$1,530,217	+0.3%
Net Income	$84,009	$-49,837	-2.7%

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

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

$193,356

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIA FUJII	DIRECTOR AT-LARGE	2.00	Director	$0	$0	$0
KARL TOKITA	DIRECTOR AT-LARGE	2.00	Director	$0	$0	$0
LIBBY DOUGHTY	DIRECTOR AT-LARGE	2.00	Director	$0	$0	$0
CALVIN WHEELER	DIRECTOR AT-LARGE	2.00	Director	$0	$0	$0
ZOE MILLER	AGS REPRESENTATIVE	2.00	Director	$0	$0	$0
LEE EXTON	DIRECTOR AT-LARGE	2.00	Director	$0	$0	$0
JOHNNY HOU	DIRECTOR AT-LARGE	2.00	Director	$0	$0	$0
RACHEL FINE	DIRECTOR AT-LARGE	2.00	Director	$0	$0	$0
TONY ORTIZ	CHAPTER REPRESENTATIVE	2.00	Director	$0	$0	$0
BRIAN HERVEY	CHANCELLOR'S REPRESENTATIV	2.00	Director	$0	$0	$0
RABI NARULA	CHAPTER REPRESENTATIVE	2.00	Director	$0	$0	$0
OMEAD AFSHAR	DIRECTOR AT-LARGE	2.00	Director	$0	$0	$0
MELISSA BECK	PAST PRESIDENT	2.00	Director	$0	$0	$0
DEREK SABORI	PRESIDENT	2.00	Officer Director	$0	$0	$0
LINDSAY MILLER	DIRECTOR AT-LARGE	2.00	Director	$0	$0	$0
RAJIV RAMDEO	DIRECTOR AT-LARGE	2.00	Director	$0	$0	$0
AMY VON KAENEL	DIRECTOR AT-LARGE	2.00	Director	$0	$0	$0
PETER CLAYTON	CHAPTER REPRESENTATIVE	2.00	Director	$0	$0	$0
CATHERINE ZHOU	CHAPTER REPRESENTATIVE	2.00	Director	$0	$0	$0
LYNN HEMANS	TREASURER	2.00	Officer Director	$0	$0	$0
HARRY LE GRANDE	DIRECTOR AT-LARGE	2.00	Director	$0	$0	$0
MIKE ARIAS	DIRECTOR AT-LARGE	2.00	Director	$0	$0	$0
LAURA GOMEZ	DIRECTOR AT-LARGE	2.00	Director	$0	$0	$0
FERIAL GOVASHIRI	DIRECTOR AT-LARGE	2.00	Director	$0	$0	$0
RAFIK MOHAMED	DIRECTOR AT-LARGE	2.00	Director	$0	$0	$0
JENNY TRAN	DIRECTOR AT-LARGE	2.00	Director	$0	$0	$0
MAJOR GENERAL LAURA YEAGER	SECRETARY	2.00	Officer Director	$0	$0	$0
TOBY WOODWARD	YOUNG ALUMNI COUNCIL CHAIR	2.00	Director	$0	$0	$0
MORGAN RAJALA	SAA PRESIDENT	2.00	Director	$0	$0	$0
JUN JANG	ASUCI PRESIDENT	2.00	Director	$0	$0	$0
JOHN BAKER	ASSOCIATE VICE CHANCELLOR	12.00	Officer	$0	$0	$0
SHANTE CARTER	CFO	12.00	Officer	$0	$0	$193,356

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	$2,019,074	$1,935,065	$16,791,461	$84,009
2023	$1,480,380	$1,530,217	$15,345,699	$-49,837
2022	$1,702,499	$1,564,068	$14,698,837	$138,431
2021	$1,191,682	$937,763	$15,784,967	$253,919
2020	$1,007,907	$1,288,078	$12,128,322	$-280,171
2019	$1,479,265	$1,436,465	$11,900,914	$42,800
2018	$1,554,287	$1,481,950	$11,205,965	$72,337

UCI ALUMNI ASSOCIATION