UNIVERSITY OF CALIFORNIA RIVERSIDE ALUMNI ASSOCIATION (EIN 237328167) - 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

1955

Legal Domicile

Principal Officer

JORGE E ANCONA

Phone

9518272586

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF CALIFORNIA RIVERSIDE ALUMNI ASSOCIATION, founded in 1955, is a community nonprofit in the Education sector that reported $1.0M in total revenue in fiscal year 2024. Expenses of $1.0M left a modest 3% surplus.

Mission

TO PRESERVE AND PROMOTE THE RELATIONSHIP BETWEEN UCR AND ALL ITS ALUMNI. THROUGH ITS VARIOUS SERVICES AND PROGRAMS, THE ASSOCIATION REPRESENTS ALUMNI AND ASSISTS THE UNIVERSITY IN ITS QUEST FOR EXCELLENCE.

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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 $841,499

Program Service Revenue $115,937

Investment Income $64,808

Other Revenue $17,372

TOTAL REVENUE $1,039,616

Expense Breakdown

Grants Paid $70,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $804,580

Other Expenses $937,516

TOTAL EXPENSES $1,007,516

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,039,616	$1,048,519	0.0%
Expenses	$1,007,516	$979,910	+0.0%
Net Income	$32,100	$68,609	-0.5%

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

N/A

Employees

N/A

Volunteers

418

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

$235,368

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JORGE E ANCONA	EXECUTIVE DI	40.00	Key Emp	$0	$0	$235,368
RICHARD ALVARADO	MEMBER	1.00	Director	$0	$0	$0
ARAM AYRA	MEMBER	1.00	Director	$0	$0	$0
ANTHONY BONALES	MEMBER	1.00	Director	$0	$0	$0
JOSEFINA CANCHOLA	PRESIDENT	1.00	Officer Director	$0	$0	$0
ALEJANDRO CORTEZ	MEMBER	1.00	Director	$0	$0	$0
SHARON DALMAGE	MEMBER	1.00	Director	$0	$0	$0
ZAIMA GONZALEZ	MEMBER	1.00	Director	$0	$0	$0
MARTHA JASSO	MEMBER	1.00	Director	$0	$0	$0
AARON JONES JR	SECRETARY-TR	1.00	Officer Director	$0	$0	$0
BERT L WRIGHT JR	MEMBER	1.00	Director	$0	$0	$0
KAREN KYHN	MEMBER	1.00	Director	$0	$0	$0
JAVIER LOPEZ	MEMBER	1.00	Director	$0	$0	$0
MELISSA MIKAIL	MEMBER	1.00	Director	$0	$0	$0
KENNETH NOLLER	MEMBER	1.00	Director	$0	$0	$0
GEOFFREY PACK	PRESIDENT-EL	1.00	Officer Director	$0	$0	$0
DEIDRE REYES	MEMBER	1.00	Director	$0	$0	$0
ELIA RODRIGUEZ	MEMBER	1.00	Director	$0	$0	$0
JOSE SANCHEZ	MEMBER	1.00	Director	$0	$0	$0
STEVE SHUMAN	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
MEGAN WOODALL	MEMBER	1.00	Director	$0	$0	$0
TONY K YANG	MEMBER	1.00	Director	$0	$0	$0
BEVERLY L YOUNG	MEMBER	1.00	Director	$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	$1,039,616	$1,007,516	$5,880,236	$32,100
2024	$1,048,519	$979,910	$5,338,337	$68,609
2023	$768,890	$739,305	$4,892,258	$29,585
2022	$244,771	$265,276	$4,628,047	$-20,505
2021	$350,496	$211,675	$5,006,692	$138,821
2020	$532,470	$463,422	$3,828,203	$69,048
2019	$512,290	$523,880	$3,664,667	$-11,590

UNIVERSITY OF CALIFORNIA RIVERSIDE ALUMNI ASSOCIATION