UNIVERSITY OF TOLEDO ALUMNI ASSOCIATION (EIN 346556011) - 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

2003

Legal Domicile

Principal Officer

ROBERT BRADLEY

Phone

4195302586

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF TOLEDO ALUMNI ASSOCIATION, founded in 2003, is a small nonprofit in the Education sector that reported $463K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

TO ENGAGE AND CONNECT ALUMNI, STUDENTS AND FRIENDS WITH 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $227,178

Program Service Revenue $162,069

Investment Income $44,222

Other Revenue $29,217

TOTAL REVENUE $462,686

Expense Breakdown

Grants Paid $48,097

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $437,990

Other Expenses $421,038

TOTAL EXPENSES $469,135

Year-over-Year Comparison

	2024	2023	Change
Revenue	$462,686	$415,851	+0.1%
Expenses	$469,135	$1,476,363	-0.7%
Net Income	$-6,449	$-1,060,512	-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

210

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

$239,626

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDRE SWINERTON	PRESIDENT	3.00	Officer Director	$0	$0	$0
MATTHEW MCCLURE	FIRST VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
JANA GESSNER	SECOND VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
JEFF WILLIAMS	PAST PRESIDENT	3.00	Officer Director	$0	$0	$0
ROBERT BRADLEY	TREASURER	3.00	Officer Director	$0	$0	$0
DR MOHAMAD MOUSSA	SECRETARY	3.00	Officer Director	$0	$0	$0
SETH BABCOCK	TRUSTEE	3.00	Director	$0	$0	$0
MICHAEL BADER	TRUSTEE	3.00	Director	$0	$0	$0
ANTHONY BASSETT	TRUSTEE	3.00	Director	$0	$0	$0
DR KIM CAMPBELL	TRUSTEE	3.00	Director	$0	$0	$0
GEORGE GHAREEB	TRUSTEE	3.00	Director	$0	$0	$0
CRYSTAL GLAMBIN	TRUSTEE	3.00	Director	$0	$0	$0
DR ANGELO IACHINI	TRUSTEE	3.00	Director	$0	$0	$0
DAVID LANGENDORFER	TRUSTEE	3.00	Director	$0	$0	$0
SHANNON LOAR	TRUSTEE	3.00	Director	$0	$0	$0
SHEREE MADISON-EMERY	TRUSTEE	3.00	Director	$0	$0	$0
DR PATRICIA METTING	TRUSTEE	3.00	Director	$0	$0	$0
MIKE MIKKONEN	TRUSTEE	3.00	Director	$0	$0	$0
BRENDA PHILLIPS	TRUSTEE	3.00	Director	$0	$0	$0
JANE MARIE RAHE	TRUSTEE	3.00	Director	$0	$0	$0
MERKISHA RUSH	TRUSTEE	3.00	Director	$0	$0	$0
DR NICHOLAS SANTILLI	TRUSTEE	3.00	Director	$0	$0	$0
DAN SILVERS	TRUSTEE	3.00	Director	$0	$0	$0
REGINALD TEMPLE	TRUSTEE	3.00	Director	$0	$0	$0
CAROL THOMAS	TRUSTEE	3.00	Director	$0	$0	$0
DR BRANDON TUCKER	TRUSTEE	3.00	Director	$0	$0	$0
DEAN WYRICK	TRUSTEE	3.00	Director	$0	$0	$0
WILLIAM PIERCE ASSOCIATE	VP OF ALUMNI ENGAGEMENT/DONOR GIVING	30.00	Officer	$203,522	$36,104	$239,626

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	$462,686	$469,135	$1,101,107	$-6,449
2024	No data	No data	No data	No data
2023	$479,751	$588,209	$1,894,508	$-108,458
2022	$410,253	$526,384	$1,898,769	$-116,131
2021	$694,914	$232,093	$2,173,720	$462,821
2020	$517,659	$420,885	$1,467,232	$96,774
2019	$499,655	$530,867	$1,512,766	$-31,212
2018	$646,773	$624,333	$1,545,494	$22,440

UNIVERSITY OF TOLEDO ALUMNI ASSOCIATION