MBA STUDENT ASSOCIATION AT UNC KEN… - Form 990 Financial Data

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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

2015

Legal Domicile

Principal Officer

DANIEL REMO

Phone

5133140717

Tax Period

2024-05-01 to 2025-04-30

MBA STUDENT ASSOCIATION AT UNC KENAN-FLAGLER, founded in 2015, is a small nonprofit in the Education sector that reported $393K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $344K left a modest 13% surplus.

Mission

THE MBA STUDENT ASSOCIATION AT UNC KENAN-FLAGLER (MBASA) STRIVES TO ENSURE THAT THE MBA PROGRAM AT THE UNC KENAN-FLAGLER BUSINESS SCHOOL PROVIDES ITS STUDENTS WITH A HIGH-QUALITY EDUCATIONAL EXPERIENCE AIMED AT PRODUCING FUTURE BUSINESS LEADERS WHO ARE WELL-EDUCATED, MAINTAIN A GLOBAL PERSPECTIVE AND ENJOY BALANCED LIFESTYLES; CAREER OPPORTUNITIES WHICH FIT THE NEEDS OF STUDENTS; AND NONACADAMIC ACTIVITIES ESSENTIAL TO BECOMING SUCCESSFUL BUSINESS LEADERS.

Program Service Accomplishments

Program 1

Expenses: $34,402 Revenue: $14,291

SPRING FORMAL: THE MBASA AT UNC KENAN-FLAGLER ASSISTS THE BUSINESS SCHOOL IN HOSTING TWO MAJOR FORMAL SOCIAL EVENTS. THE SPRING FORMAL PROVIDES OPPORTUNITY FOR FIRST YEAR AND SECOND YEAR STUDENTS TO...

Program 2

Expenses: $30,757 Revenue: $21,637

WINTER FORMAL: THE MBASA AT UNC KENAN-FLAGLER ASSISTS THE BUSINESS SCHOOL IN HOSTING TWO MAJOR FORMAL SOCIAL EVENTS. THE WINTER FORMAL PROVIDES OPPORTUNITY FOR FIRST YEAR AND SECOND YEAR STUDENTS TO SOCIALIZE WITH ONE ANOTHER AROUND THE HOLIDAY SEASON. THE EVENT IS OPEN TO SPOUSES AND SIGNIFICANT OTHERS.

Program 3

Expenses: $2,159

GRADUATION: THE MBASA AT UNC KENAN-FLAGLER ASSISTS THE KENAN-FLAGLER BUSINESS SCHOOL IN HOSTING GRADUATION EVENTS FOR STUDENTS AND THEIR FAMILIES. THE MBASA HOSTS AN ANNUAL RECEPTION AT THE...

GRADUATION: THE MBASA AT UNC KENAN-FLAGLER ASSISTS THE KENAN-FLAGLER BUSINESS SCHOOL IN HOSTING GRADUATION EVENTS FOR STUDENTS AND THEIR FAMILIES. THE MBASA HOSTS AN ANNUAL RECEPTION AT THE PRESIDENT'S CLUB ON THE CAMPUS OF THE UNIVERSITY OF NORTH CAROLINA. THIS EVENT BRINGS TOGETHER STUDENTS AND FAMILIES FROM ACROSS THE GLOBE AS THEY CELEBRATE THE ACCOMPLISHMENTS OF OUR GRADUATES.

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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 $335,549

Program Service Revenue $51,417

Investment Income $0

Other Revenue $6,245

TOTAL REVENUE $393,211

Expense Breakdown

Grants Paid $8,039

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $336,435

Other Expenses $335,795

TOTAL EXPENSES $343,834

Year-over-Year Comparison

	2024	2023	Change
Revenue	$393,211	$433,447	-0.1%
Expenses	$343,834	$451,924	-0.2%
Net Income	$49,377	$-18,477	-3.7%

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

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
ELIZABETH BEECY	CHAIR (TO SEP '24)	2.00	Officer Director	$0	$0	$0
JARED DOBBERTIN	CHAIR	2.00	Officer Director	$0	$0	$0
JOANNA BRUNNER	SECRETARY (TO SEP '24)	4.00	Officer Director	$0	$0	$0
TANYA AGGARWAL	SECRETARY	4.00	Officer Director	$0	$0	$0
JOHN GALLEMORE	DIRECTOR	2.00	Director	$0	$0	$0
TAYLOR JACKSON PRATT	DIRECTOR	2.00	Director	$0	$0	$0
RAHUL NESARGI	DIRECTOR	2.00	Director	$0	$0	$0
PAYTON RUBIN	DIRECTOR	2.00	Director	$0	$0	$0
LIZ STANSON	DIRECTOR	2.00	Director	$0	$0	$0
COURTNEY WRIGHT	DIRECTOR	2.00	Director	$0	$0	$0
LINDA VO	DIRECTOR (TO JAN '25)	2.00	Director	$0	$0	$0
TYLER VONDERHAAR	DIRECTOR (TO MAY '24)	2.00	Director	$0	$0	$0
STEVEN ZIMA	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL REMO	EXECUTIVE COUNCIL PRESIDENT	20.00	Officer Director	$0	$0	$0
ASHLEY SPERRY	EXECUTIVE COUNCIL EVP	4.00	Officer Director	$0	$0	$0
RYAN DURR	VP FINANCE (TO MAR '25)	20.00	Officer	$0	$0	$0
MOHIT SUKHIJA	VP FINANCE (FROM MAR '25)	20.00	Officer	$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	$393,211	$343,834	$278,646	$49,377
2024	$433,447	$451,924	$163,233	$-18,477
2023	$482,699	$566,285	$188,885	$-83,586
2022	$400,660	$562,919	$272,471	$-162,259
2021	$329,830	$118,024	$424,730	$211,806
2020	$422,616	$454,125	$212,924	$-31,509
2019	$480,005	$483,310	$244,433	$-3,305

MBA STUDENT ASSOCIATION AT UNC KENAN-FLAGLER