ASSOCIATION OF UNIVERSITY TECHNOLOGY MANAGERS INC (EIN 363011951) - 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

1989

Legal Domicile

Phone

2029601800

Tax Period

2024-01-01 to 2024-12-31

ASSOCIATION OF UNIVERSITY TECHNOLOGY MANAGERS INC, founded in 1989, is a mid-sized nonprofit that reported $12.0M in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $10.4M left a modest 13% surplus.

Mission

THE CORE PURPOSE OF AUTM IS TO SUPPORT AND ADVANCE KNOWLEDGE/TECHNOLOGY TRANSFER WORLDWIDE.

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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 $7,078,557

Program Service Revenue $4,560,344

Investment Income $310,135

Other Revenue $82,389

TOTAL REVENUE $12,031,425

Expense Breakdown

Grants Paid $5,400

Salaries & Benefits $3,851,975

Fundraising Expenses $0

Program Expenses $0

Other Expenses $6,566,699

TOTAL EXPENSES $10,424,074

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,031,425	$8,526,311	+0.4%
Expenses	$10,424,074	$8,039,878	+0.3%
Net Income	$1,607,351	$486,433	+2.3%

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

380

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

$437,115

Total Directors

Key Employees

$236,726

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALMESHA CAMPBELL	IMMEDIATE PAST CHAIR / CHAIR	8.0	Officer Director	$0	$0	$0
ANDREW MAAS	CHAIR / CHAIR-ELECT	8.0	Officer Director	$0	$0	$0
DOUG AGUILERA	TREASURER	3.0	Officer Director	$0	$0	$0
IAN MCCLURE	IMMED PAST CHAIR (ENDED 2/21)	8.0	Officer Director	$0	$0	$0
JOY GOSWAMI	CHAIR-ELECT / DIRECTOR	8.0	Officer Director	$0	$0	$0
ALICE LI	DIRECTOR AT LARGE	3.0	Director	$0	$0	$0
ANJI MILLER	DIRECTOR AT LARGE	3.0	Director	$0	$0	$0
BECKY HERNANDEZ	DIRECTOR AT LARGE	3.0	Director	$0	$0	$0
DANIEL DARDANI	DIRECTOR AT LARGE	3.0	Director	$0	$0	$0
ELLEN MACKAY	DIRECTOR AT LARGE (BEGAN 2/21)	3.0	Director	$0	$0	$0
GAYLENE ANDERSON	DIRECTOR AT LARGE (BEGAN 2/21)	3.0	Director	$0	$0	$0
IRENE ABRAMS	DIRECTOR AT LARGE (BEGAN 2/21)	3.0	Director	$0	$0	$0
MEGAN AANSTOOS	DIRECTOR AT LARGE	3.0	Director	$0	$0	$0
SADHANA CHITALE	DIRECTOR AT LARGE	3.0	Director	$0	$0	$0
TARI SUPRAPTO	DIRECTOR AT LARGE (ENDED 2/21)	3.0	Director	$0	$0	$0
TATIANA VECHNYAK	DIRECTOR AT LARGE	3.0	Director	$0	$0	$0
LAWRENCE EMBRY	SENIOR DIRECTOR OF FINANCE	40.0	Officer	$112,120	$13,958	$126,078
STEPHEN SUSALKA	CHIEF EXECUTIVE OFFICER	40.0	Officer	$288,616	$22,421	$311,037
PAUL ZIELINSKI	FLC EXECUTIVE DIRECTOR	40.0	Key Emp	$225,976	$10,750	$236,726
BARBARA GUNDERSON	STRATEGIC PROGRAMS OFFICER	40.0	Highest	$114,367	$14,036	$128,403
BETH THOMAS	FLC FACILITATE DIRECTOR	40.0	Highest	$118,832	$5,726	$124,558
COLLEEN LOEFFLER	CHIEF ADMIN & MEM OFFICER	40.0	Highest	$149,059	$19,363	$168,422
ELIZABETH FREYN	MEETINGS DIRECTOR	40.0	Highest	$176,818	$16,950	$193,768
PAUL STARK	INFORMATION SYSTEMS DIRECTOR	40.0	Highest	$137,510	$14,130	$151,640

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	$12,031,425	$10,424,074	$6,724,103	$1,607,351
2023	$8,526,311	$8,039,878	$5,089,235	$486,433
2022	$6,623,087	$7,015,303	$4,222,960	$-392,216
2021	$5,546,653	$5,806,454	$4,252,166	$-259,801
2020	$4,392,550	$5,177,348	$3,639,095	$-784,798
2019	$4,735,019	$4,785,765	$4,922,734	$-50,746
2018	$4,263,837	$4,553,664	$5,346,274	$-289,827

ASSOCIATION OF UNIVERSITY TECHNOLOGY MANAGERS INC