UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION

EIN: 410637089 501(c)(3)

MINNEAPOLIS, MN

Total Revenue
$3,846,095
Total Expenses
$4,894,775
Total Assets
$32,721,200
Net Assets
$31,402,165
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1904
Legal Domicile
MN
Principal Officer
LISA LEWIS
Phone
6126242323
Tax Period
2022-07-01 to 2023-06-30

UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION, founded in 1904, is a community nonprofit that reported $3.8M in total revenue in fiscal year 2022. Expenses of $4.9M exceeded revenue, resulting in a 27% operating deficit.

Mission

CONNECTING ALUMNI, STUDENTS, AND FRIENDS IN SUPPORT OF THE UNIVERSITY OF MINNESOTA AND EACH OTHER.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,763,809
Program Service Revenue $632,889
Investment Income $930,134
Other Revenue $519,263
TOTAL REVENUE $3,846,095

Expense Breakdown

Grants Paid $94,000
Salaries & Benefits $2,847,763
Fundraising Expenses $1,014,626
Program Expenses $3,035,831
Other Expenses $1,939,052
TOTAL EXPENSES $4,894,775

Year-over-Year Comparison

2022 2021 Change
Revenue $3,846,095 $4,005,200 0.0%
Expenses $4,894,775 $4,574,801 +0.1%
Net Income $-1,048,680 $-569,601 +0.8%
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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Governance

Voting Members
22
Independent Members
21
Employees
46
Volunteers
141

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
7
$481,882
Total Directors
29
$329,544
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LISA LEWIS PRESIDENT & CEO 48.00
Officer Director
$278,041 $51,503 $329,544
SCOTT WALLACE PAST CHAIR 1.00
Officer Director
$0 $0 $0
ANN SHELDON CHAIR 1.00
Officer Director
$0 $0 $0
TONY WAGNER TREASURER 1.00
Officer Director
$0 $0 $0
PAT DUNCANSON CHAIR ELECT 1.00
Officer Director
$0 $0 $0
NADIA HASAN SECRETARY 1.00
Officer Director
$0 $0 $0
SARAH BERAKI DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL CLAUSMAN DIRECTOR 1.00
Director
$0 $0 $0
WOKIE DABOH DIRECTOR 1.00
Director
$0 $0 $0
CAROL JOHNSON DEAN DIRECTOR 1.00
Director
$0 $0 $0
CHARLES HELM DIRECTOR 1.00
Director
$0 $0 $0
MARK JETER DIRECTOR 1.00
Director
$0 $0 $0
EMILIA NDELY DIRECTOR 1.00
Director
$0 $0 $0
JULIE OLSON DIRECTOR 1.00
Director
$0 $0 $0
PEYTON OWENS III DIRECTOR 1.00
Director
$0 $0 $0
CHRISTINA PIEPER-BIGELOW DIRECTOR 1.00
Director
$0 $0 $0
LAKEESHA RANSOM DIRECTOR 1.00
Director
$0 $0 $0
ROGER REINERT DIRECTOR 1.00
Director
$0 $0 $0
AMANDA RODRIGUEZ DIRECTOR 1.00
Director
$0 $0 $0
JASON ROHLOFF DIRECTOR 1.00
Director
$0 $0 $0
JOSH STEVENS DIRECTOR 1.00
Director
$0 $0 $0
MEGAN SWEET DIRECTOR 1.00
Director
$0 $0 $0
BESTY VOHS DIRECTOR 1.00
Director
$0 $0 $0
TAREQ BASTAWISY DIRECTOR 1.00
Director
$0 $0 $0
CHARLIE NELSON DIRECTOR 1.00
Director
$0 $0 $0
DREW SWARTZ DIRECTOR 1.00
Director
$0 $0 $0
FLORA YANG DIRECTOR 1.00
Director
$0 $0 $0
MARY BANY DIRECTOR 1.00
Director
$0 $0 $0
WILL COLLINS DIRECTOR 1.00
Director
$0 $0 $0
DANIEL GARRY VICE PRESIDENT & CFO 48.00
Officer
$110,589 $41,749 $152,338
LISA HUBER VICE PRESIDENT OF MARKETING 48.00
Highest
$110,932 $20,568 $131,500
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 No data No data No data No data
2024 No data No data No data No data
2023 $3,846,095 $4,894,775 $32,721,200 $-1,048,680
2022 $4,005,200 $4,574,801 $31,666,875 $-569,601
2021 $3,938,876 $4,102,449 $34,396,499 $-163,573
2020 $2,668,178 $4,294,790 $25,924,283 $-1,626,612
2019 $3,399,193 $4,331,308 $26,559,196 $-932,115
2018 $3,629,272 $5,092,664 $25,577,619 $-1,463,392
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