UNIVERSITY RISK MANAGEMENT AND INSURANCE ASSOCIATION (EIN 237240485) - 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

1974

Legal Domicile

Principal Officer

CRAIG MCALLISTER

Phone

8127277130

Tax Period

2024-01-01 to 2024-12-31

UNIVERSITY RISK MANAGEMENT AND INSURANCE ASSOCIATION, founded in 1974, is a community nonprofit in the Community Improvement sector that reported $2.6M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $2.5M left a modest 5% surplus.

Mission

TO ADVANCE THE DISCIPLINE OF RISK MANAGEMENT IN HIGHER EDUCATION.

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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 $0

Program Service Revenue $2,295,777

Investment Income $284,036

Other Revenue $65,983

TOTAL REVENUE $2,645,796

Expense Breakdown

Grants Paid $31,920

Salaries & Benefits $806,055

Fundraising Expenses $0

Other Expenses $1,684,495

TOTAL EXPENSES $2,522,470

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,645,796	$2,386,068	+0.1%
Expenses	$2,522,470	$2,174,436	+0.2%
Net Income	$123,326	$211,632	-0.4%

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

Volunteers

750

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

$155,866

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMANDA FRANKLIN	DIRECTOR	2.00	Director	$0	$0	$0
ELLIOT YOUNG	DIRECTOR	2.00	Director	$0	$0	$0
JUAN M AZCARATE III	DIRECTOR	2.00	Director	$0	$0	$0
MATT TUTTLE	DIRECTOR	2.00	Director	$0	$0	$0
NAKESCHI WATKINS	DIRECTOR	2.00	Director	$0	$0	$0
PAMELA KERNEY	DIRECTOR	2.00	Director	$0	$0	$0
RACHEL PLUVIOSE	DIRECTOR	2.00	Director	$0	$0	$0
SUSIE JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
TRISTAN TAFOLLA	DIRECTOR	2.00	Director	$0	$0	$0
FRANK CELLA	AFFILIATE MEMBER	2.00	Director	$0	$0	$0
SANDY MITCHELL	PRESIDENT	10.00	Officer Director	$0	$0	$0
KEESHA TRIM	PARLIAMENTARIAN	2.00	Officer Director	$0	$0	$0
FLO HOSKINSON	SECRETARY	2.00	Officer Director	$0	$0	$0
JAMES R MULHOLLAND	TREASURER	5.00	Officer Director	$0	$0	$0
CRAIG MCALLISTER	PAST PRESIDENT/DIRECTOR	2.00	Officer Director	$0	$0	$0
MIGUEL O DELGADO	PRESIDENT-ELECT	5.00	Officer Director	$0	$0	$0
MICHELLE SMITH	EXECUTIVE DIRECTOR	40.00	Officer	$141,250	$14,616	$155,866

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	$2,645,796	$2,522,470	$4,510,348	$123,326
2023	$2,386,068	$2,174,436	$4,127,221	$211,632
2022	$1,983,190	$1,759,435	$3,731,941	$223,755
2021	$1,321,658	$1,204,656	$3,731,889	$117,002
2020	$1,005,815	$903,943	$3,160,036	$101,872
2019	$1,911,977	$1,688,675	$2,919,081	$223,302
2018	$1,656,396	$1,500,516	$2,354,625	$155,880

UNIVERSITY RISK MANAGEMENT AND INSURANCE ASSOCIATION