UND Alumni Association and Foundation (EIN 450348296) - 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

1978

Legal Domicile

Principal Officer

DeAnna Carlson Zink

Phone

7017772611

Tax Period

2022-07-01 to 2023-06-30

UND Alumni Association and Foundation, founded in 1978, is a mid-sized nonprofit in the Education sector that reported $51.7M in total revenue in fiscal year 2022. Revenue fell 26% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $10.1M, a strong 19% operating margin.

Mission

Support UND students, faculty, alumni & community by providing resources for growth & development

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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 (2022)

Revenue Breakdown

Contributions & Grants $30,048,013

Program Service Revenue $8,366,526

Investment Income $12,708,378

Other Revenue $569,750

TOTAL REVENUE $51,692,667

Expense Breakdown

Grants Paid $23,777,490

Salaries & Benefits $6,385,373

Fundraising Expenses $3,942,525

Program Expenses $27,827,891

Other Expenses $11,424,510

TOTAL EXPENSES $41,613,004

Year-over-Year Comparison

	2022	2021	Change
Revenue	$51,692,667	$69,768,490	-0.3%
Expenses	$41,613,004	$58,663,738	-0.3%
Net Income	$10,079,663	$11,104,752	-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

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

$607,960

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Gray	Chair	1.00	Officer Director	$0	$0	$0
Jim Poolman	Vice Chair	1.00	Officer Director	$0	$0	$0
Rick Lee	Director	1.00	Director	$0	$0	$0
Jonathan Holth	Director	1.00	Director	$0	$0	$0
Mike Hamerlik	Director	1.00	Director	$0	$0	$0
Randy Gershman	Director	1.00	Director	$0	$0	$0
Pat Sogard	Director	1.00	Director	$0	$0	$0
Jodi Rolland	Director	1.00	Director	$0	$0	$0
Michael LeBeau	Director	1.00	Director	$0	$0	$0
Kathryn Uhrich	Director	1.00	Director	$0	$0	$0
Marten Hoekstra	Director	1.00	Director	$0	$0	$0
Chad Wachter	Director	1.00	Director	$0	$0	$0
Karen Phillips	Director	1.00	Director	$0	$0	$0
Darla Adams	Director	1.00	Director	$0	$0	$0
Lisa Barnes	Director	1.00	Director	$0	$0	$0
Angie Freeman	Director	1.00	Director	$0	$0	$0
Charles MacFarlane	Director	1.00	Director	$0	$0	$0
Karen Thingelstad	Director	1.00	Director	$0	$0	$0
Scott Fredericksen	Director	1.00	Director	$0	$0	$0
David St Peter	Director	1.00	Director	$0	$0	$0
Troy Bader	Director	1.00	Director	$0	$0	$0
Kelly Caruso	Director	1.00	Director	$0	$0	$0
Lara Prozinski	Director	1.00	Director	$0	$0	$0
DeAnna Carlson Zink	CEO/Secretary	50.00	Officer	$352,671	$47,363	$400,034
Nancy Pederson	VP of Finance/Treasurer	50.00	Officer	$177,583	$30,343	$207,926
Daniel Muus	VP of Philanthropy (thru July 2022)	50.00	Highest	$112,984	$22,086	$135,070
Michael Mannausau	VP of Development	50.00	Highest	$183,570	$29,753	$213,323
Sarah Prout	VP of Marketing & Communication	50.00	Highest	$122,844	$11,736	$134,580
Robert Knutson	VP of Operations	50.00	Highest	$184,872	$32,368	$217,240
Jeff Dodson	Director of Development	50.00	Highest	$106,336	$20,508	$126,844

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
2024	No data	No data	No data	No data
2023	$51,692,667	$41,613,004	$523,050,133	$10,079,663
2022	$69,768,490	$58,663,738	$481,213,342	$11,104,752
2021	$50,777,436	$35,721,374	$507,754,721	$15,056,062
2020	$55,226,015	$34,219,866	$413,170,247	$21,006,149
2019	$36,689,287	$27,281,367	$400,328,983	$9,407,920
2018	$38,973,869	$26,267,303	$389,214,741	$12,706,566

UND Alumni Association and Foundation