WRIGHT STATE UNIVERSITY ALUMNI ASS… - Form 990 Financial Data

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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

1971

Legal Domicile

Principal Officer

GREG SCHARER

Phone

9377752620

Tax Period

2024-07-01 to 2025-06-30

WRIGHT STATE UNIVERSITY ALUMNI ASSOCIATION, founded in 1971, is a small nonprofit in the Education sector that reported $399K in total revenue in fiscal year 2024. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $382K left a modest 4% surplus.

Mission

THE MISSION OF THE ORGANIZATION IS TO PROMOTE WRIGHT STATE UNIVERSITY AND ITS ALUMNI.

Program Service Accomplishments

Program 1

Expenses: $264,054 Revenue: $56,533

ACTIVITIES SUPPORTING AND SPONSORING PROMOTIONS OF WRIGHT STATE, ITS STUDENTS, FACULTY, AND ALUMNI INCLUDING ATHLETIC, PROFESSIONAL NETWORKING, CULTURAL, AND FAMILY FRIENDLY EVENTS IN THE MIAMI...

ACTIVITIES SUPPORTING AND SPONSORING PROMOTIONS OF WRIGHT STATE, ITS STUDENTS, FACULTY, AND ALUMNI INCLUDING ATHLETIC, PROFESSIONAL NETWORKING, CULTURAL, AND FAMILY FRIENDLY EVENTS IN THE MIAMI VALLEY AND THROUGHOUT THE UNITED STATES WHERE WE HAVE SIGNIFICANT POCKETS OF ALUMNI.

Program 2

Expenses: $93,594

COMMUNICATION TO MEMBERS AND ALUMNI PROMOTING WRIGHT STATE INCLUDING AN INFORMATIONAL QUARTERLY POSTCARD, WEBSITE, AND ADVERTISING.

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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 $239,856

Program Service Revenue $45,962

Investment Income $96,845

Other Revenue $16,801

TOTAL REVENUE $399,464

Expense Breakdown

Grants Paid $47,026

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $357,648

Other Expenses $334,603

TOTAL EXPENSES $381,629

Year-over-Year Comparison

	2024	2023	Change
Revenue	$399,464	$636,244	-0.4%
Expenses	$381,629	$363,650	+0.0%
Net Income	$17,835	$272,594	-0.9%

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

500

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

$123,235

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMANDA OPICKA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
A'MARIA CARTER	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNA MONNETT	BOARD MEMBER	1.00	Director	$0	$0	$0
BEN AUSDENMOORE	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLINE QUIETT	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS BROOKSHIRE	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRISTOPHER HOGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIEL TIEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID E BOWMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY BROUGHTON	BOARD MEMBER	1.00	Director	$0	$0	$0
FERNANDO BROWNING	BOARD MEMBER	1.00	Director	$0	$0	$0
GINA KEUCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES AUGUSTINE	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN HUNT	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH MEYER	TREASURER	1.00	Officer Director	$0	$0	$0
LOGAN KRAUSE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY E MURPHY	SECRETARY	1.00	Officer Director	$0	$0	$0
MATT SHERWOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL J ROBERTSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
SAM BERNARD	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHANIE KEINATH	BOARD MEMBER	1.00	Director	$0	$0	$0
TERESA EBERSOLE	BOARD MEMBER	1.00	Director	$0	$0	$0
TOPAZ SAMPSON-MILLS	BOARD MEMBER	1.00	Director	$0	$0	$0
GREG SCHARER	EXEC. DIR. OF ALUMNI RELAT	1.00	Officer	$0	$0	$123,235

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	$399,464	$381,629	$1,670,696	$17,835
2024	No data	No data	No data	No data
2023	$329,053	$305,404	$1,249,405	$23,649
2022	$467,976	$318,306	$1,220,017	$149,670
2021	$302,029	$218,113	$1,266,909	$83,916
2019	$359,859	$303,329	$1,007,705	$56,530
2018	$341,138	$298,964	$867,569	$42,174

WRIGHT STATE UNIVERSITY ALUMNI ASSOCIATION