CHARLES L SOMMERS ALUMNI ASSOCIATION INC (EIN 411713633) - 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

1992

Legal Domicile

Principal Officer

BRIAN LUX

Phone

4058387181

Tax Period

2023-01-01 to 2023-12-31

CHARLES L SOMMERS ALUMNI ASSOCIATION INC, founded in 1992, is a small nonprofit in the Education sector that reported $112K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $70K, a strong 62% operating margin.

Mission

TO SUPPORT THE PROGRAMS OF THE BOY SCOUTS OF AMERICA NORTHERN TIER BASES.

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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 $53,619

Program Service Revenue $0

Investment Income $14,328

Other Revenue $44,362

TOTAL REVENUE $112,309

Expense Breakdown

Grants Paid $16,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,699

Other Expenses $26,229

TOTAL EXPENSES $42,729

Year-over-Year Comparison

	2023	2022	Change
Revenue	$112,309	$135,214	-0.2%
Expenses	$42,729	$57,216	-0.3%
Net Income	$69,580	$77,998	-0.1%

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

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
ERIC PETERSON	PRESIDENT	4.00	Officer Director	$0	$0	$0
BRIAN LUX	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
ADAM LONG	TREASURER	4.00	Officer Director	$0	$0	$0
TRESSA THEIS	SECRETARY	4.00	Officer Director	$0	$0	$0
ROBERT BREAZEALE	DIRECTOR	2.00	Director	$0	$0	$0
CORTNEY GROSZ	DIRECTOR	2.00	Director	$0	$0	$0
DONALD W LEE	DIRECTOR	2.00	Director	$0	$0	$0
JOHN MCKINNEY	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH MINGRONE	DIRECTOR	2.00	Director	$0	$0	$0
TED WEILAND	DIRECTOR	2.00	Director	$0	$0	$0
EVAN HARDY	DIRECTOR	2.00	Director	$0	$0	$0
MARGARET SCHEINER	DIRECTOR	2.00	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
2024	No data	No data	No data	No data
2023	$112,309	$42,729	$935,268	$69,580
2022	$135,214	$57,216	$795,344	$77,998
2021	$134,764	$53,559	$809,494	$81,205
2020	$137,896	$52,120	$671,726	$85,776
2019	$130,745	$37,660	$585,950	$93,085

CHARLES L SOMMERS ALUMNI ASSOCIATION INC