SOUTH BEND ALUMNI ASSOCIATION INC (EIN 351674506) - 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

1986

Legal Domicile

Principal Officer

JASON WHITMER

Phone

5743936004

Tax Period

2025-01-01 to 2025-08-14

SOUTH BEND ALUMNI ASSOCIATION INC, founded in 1986, is a small nonprofit that reported $108K in total revenue in fiscal year 2025. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $163K exceeded revenue, resulting in a 51% operating deficit.

Mission

SUPPORT SOUTH BEND COMMUNITY SCHOOLS & SCHOLARSHIPS

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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 (2025)

Revenue Breakdown

Contributions & Grants $103,068

Program Service Revenue $0

Investment Income $3,609

Other Revenue $1,510

TOTAL REVENUE $108,187

Expense Breakdown

Grants Paid $85,353

Salaries & Benefits $57,475

Fundraising Expenses $454

Program Expenses $143,225

Other Expenses $20,023

TOTAL EXPENSES $162,851

Year-over-Year Comparison

	2025	2024	Change
Revenue	$108,187	$245,160	-0.6%
Expenses	$162,851	$276,498	-0.4%
Net Income	$-54,664	$-31,338	+0.7%

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

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

$42,155

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRIS ARIZMENDI CHOINACKY	EXECUTIVE DIRECTOR	0.00	Key Emp	$42,155	$0	$42,155
TIMOTHY BAKER	DIRECTOR	1.00	Director	$0	$0	$0
JACK CHAMPAIGNE	DIRECTOR	1.00	Director	$0	$0	$0
JULIO CRUZ	DIRECTOR	1.00	Director	$0	$0	$0
GREG HUMNICKY	DIRECTOR	1.00	Director	$0	$0	$0
JAMES KAPSA	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER PITTMAN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN LUECKE	SECRETARY	1.00	Officer Director	$0	$0	$0
KARLA LEE	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
ALEX BOWMAN	DIRECTOR	1.00	Director	$0	$0	$0
JAMES SEITZ	DIRECTOR	1.00	Director	$0	$0	$0
ESTAFANIE AGUILAR	DIRECTOR	1.00	Director	$0	$0	$0
JASON WHITMER	TREASURER	2.00	Officer Director	$0	$0	$0
EMILY BASTINE DE HERNANDEZ	PRESIDENT	5.00	Officer Director	$0	$0	$0
DUANE WILSON	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	$108,187	$162,851	No data	$-54,664
2024	$245,160	$276,498	$409,705	$-31,338
2023	$256,215	$251,972	$439,229	$4,243
2022	$185,034	$172,130	$403,884	$12,904
2021	$159,649	$120,935	$420,849	$38,714
2018	$184,600	$174,066	$345,068	$10,534

SOUTH BEND ALUMNI ASSOCIATION INC