ALUMNI OF UNIVERSITY OF OTAGO IN AMERICA C/O JOHN CROWE (EIN 300110891) - 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

2002

Legal Domicile

Principal Officer

JOHN CROWE

Phone

9176677105

Tax Period

2023-01-01 to 2023-12-31

ALUMNI OF UNIVERSITY OF OTAGO IN AMERICA C/O JOHN CROWE, founded in 2002, is a small nonprofit in the Education sector that reported $262K in total revenue in fiscal year 2023. Revenue fell 90% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $52K, a strong 20% operating margin.

Mission

TO PROVIDE ASSISTANCE TO AND ON BEHALF OF THE UNIVERSITY OF OTAGO IN NEW ZEALND.

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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 (2023)

Revenue Breakdown

Contributions & Grants $141,214

Program Service Revenue $0

Investment Income $122,140

Other Revenue $-1,606

TOTAL REVENUE $261,748

Expense Breakdown

Grants Paid $201,559

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $201,559

Other Expenses $8,041

TOTAL EXPENSES $209,600

Year-over-Year Comparison

	2023	2022	Change
Revenue	$261,748	$2,622,723	-0.9%
Expenses	$209,600	$260,272	-0.2%
Net Income	$52,148	$2,362,451	-1.0%

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

N/A

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
NIGEL BAIN	DIRECTOR	0.50	Officer Director	$0	$0	$0
JACINTA CALVERLEY	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN CROWE	TREASURER	3.00	Officer Director	$0	$0	$0
PHIL GRAHAM	DIRECTOR	0.50	Officer Director	$0	$0	$0
ANDREW HAMER	DIRECTOR	0.50	Officer Director	$0	$0	$0
HELEN HESLOP	DIRECTOR	0.50	Officer Director	$0	$0	$0
JULIET PRESTON	DIRECTOR	0.50	Officer Director	$0	$0	$0
CATHERINE SHYER	DIRECTOR	0.50	Officer Director	$0	$0	$0
JONATHAN WONG	PRESIDENT	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$261,748	$209,600	$2,715,113	$52,148
2022	$2,622,723	$260,272	$2,587,081	$2,362,451
2021	$256,735	$204,378	$220,849	$52,357
2020	$215,474	$682,697	$168,479	$-467,223
2019	$762,918	$209,552	$638,807	$553,366

ALUMNI OF UNIVERSITY OF OTAGO IN AMERICA C/O JOHN CROWE