INDIANA UNIVERSITY OF PENNSYLVANIA - ALUMNI ASSOCIATION INC (EIN 251753112) - 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

1987

Legal Domicile

Principal Officer

MARY MORGAN

Phone

7243577942

Tax Period

2024-07-01 to 2025-06-30

INDIANA UNIVERSITY OF PENNSYLVANIA - ALUMNI ASSOCIATION INC, founded in 1987, is a small nonprofit that reported $313K in total revenue in fiscal year 2024. Net assets of $7.0M represent 269 months of operating reserves.

Mission

THE ALUMNI ASSOCIATION CREATES AND ENRICHES RELATIONSHIPS TO ENGAGE CURRENT AND FUTURE ALUMNI IN THE ADVANCEMENT OF IUP.

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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 $1,938

Program Service Revenue $0

Investment Income $280,583

Other Revenue $30,052

TOTAL REVENUE $312,573

Expense Breakdown

Grants Paid $113,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $199,193

Other Expenses $219,975

TOTAL EXPENSES $332,975

Year-over-Year Comparison

	2024	2023	Change
Revenue	$312,573	$311,866	+0.0%
Expenses	$332,975	$695,632	-0.5%
Net Income	$-20,402	$-383,766	-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

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
MARY MORGAN	PRESIDENT	5.00	Officer Director	$0	$0	$0
SARA LAWER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
CHAD JURICA	SECRETARY	5.00	Officer Director	$0	$0	$0
VALERIE SUTTON	TREASURER	5.00	Officer Director	$0	$0	$0
KEVIN BAILEY	DIRECTOR	1.00	Director	$0	$0	$0
DEBRA EVANS SMITH	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE KELLY	DIRECTOR	1.00	Director	$0	$0	$0
MARC HUTZELL	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE PURSER	DIRECTOR	1.00	Director	$0	$0	$0
AARON FELTER	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT RHOADES	DIRECTOR	1.00	Director	$0	$0	$0
EMILY SMELTZ	DIRECTOR	1.00	Director	$0	$0	$0
MORGAN HUEY	DIRECTOR	1.00	Director	$0	$0	$0
MATT KOVATCH	DIRECTOR	1.00	Director	$0	$0	$0
STEVE MIHALACKI	DIRECTOR	1.00	Director	$0	$0	$0
CHANNING MORELAND	DIRECTOR	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	$312,573	$332,975	$7,170,664	$-20,402
2024	$311,866	$695,632	$6,920,337	$-383,766
2023	$141,745	$176,352	$6,672,876	$-34,607
2022	$403,602	$115,034	$6,280,531	$288,568
2021	$408,916	$75,001	$7,057,549	$333,915
2020	$350,800	$126,119	$5,394,692	$224,681
2019	$208,688	$100,209	$5,336,836	$108,479

INDIANA UNIVERSITY OF PENNSYLVANIA - ALUMNI ASSOCIATION INC