INDIANA UNIVERSITY OF PENNSYLVANIA - ALUMNI ASSOCIATION INC

EIN: 251753112 501(c)(3)

INDIANA, PA

Total Revenue
$312,573
Total Expenses
$332,975
Total Assets
$7,170,664
Net Assets
$7,004,331
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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
PA
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.

Program Service Accomplishments

Program 1
Expenses: $199,193

TO SUPPORT THE OFFICE OF ALUMNI AND FRIENDS WITHIN INDIANA UNIVERSITY OF PENNSYLVANIA IN THEIR EFFORTS TO CONDUCT ACTIVITIES THAT ENGAGE ALUMNI IN THE LIFE OF THE UNIVERSITY TO HELP SUPPORT STUDENT...

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TO SUPPORT THE OFFICE OF ALUMNI AND FRIENDS WITHIN INDIANA UNIVERSITY OF PENNSYLVANIA IN THEIR EFFORTS TO CONDUCT ACTIVITIES THAT ENGAGE ALUMNI IN THE LIFE OF THE UNIVERSITY TO HELP SUPPORT STUDENT RECRUITMENT, STUDENT ACHIEVEMENT AND TO ADVANCE THE UNIVERSITY.

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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%)

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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

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Governance

Voting Members
16
Independent Members
16
Employees
N/A
Volunteers
50

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
4
$0
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
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
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