The Council of Alumni Association Executives Inc (EIN 481077178) - 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

Tax Period

2023-09-01 to 2024-08-31

The Council of Alumni Association Executives Inc, founded in 1989, is a small nonprofit that reported $314K in total revenue in fiscal year 2023. Expenses of $290K left a modest 7% surplus.

Mission

To advocate for strong alumni voice for the benefit of alumni,their universities and society by convening and engaging chief alumni officers representing the worlds leading research universities, while providing high-value professional development and personal leadership growth

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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 $239,500

Program Service Revenue $71,375

Investment Income $2,874

Other Revenue $0

TOTAL REVENUE $313,749

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $289,936

Other Expenses $290,307

TOTAL EXPENSES $290,307

Year-over-Year Comparison

	2023	2022	Change
Revenue	$313,749	$320,038	0.0%
Expenses	$290,307	$319,697	-0.1%
Net Income	$23,442	$341	+67.7%

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

N/A

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
Sarah Schutt	Director	1.00	Director	$0	$0	$0
Curt Langford	Director	1.00	Director	$0	$0	$0
Whitney Espich	Director	1.00	Director	$0	$0	$0
Julie Decker	Director	1.00	Director	$0	$0	$0
Reshunda Mahone	Director	1.00	Director	$0	$0	$0
Dene Sheheane	Director	1.00	Director	$0	$0	$0
Ryan Chreist	Director	1.00	Director	$0	$0	$0
Reggie Bustinza	Director	1.00	Director	$0	$0	$0
Laura Wayland	Past President	4.00	Officer Director	$0	$0	$0
Julie Sina	President	4.00	Officer Director	$0	$0	$0
Bill McCausland	Treasurer	4.00	Officer Director	$0	$0	$0
Erika Jordan	VP and President Elect	4.00	Officer Director	$0	$0	$0
Jorge Ancona	Secretary	4.00	Officer 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
2025	No data	No data	No data	No data
2024	$313,749	$290,307	$356,827	$23,442
2023	$320,038	$319,697	$333,385	$341
2022	$251,363	$234,191	$403,046	$17,172
2021	$126,296	$107,567	$394,429	$18,729
2020	$270,793	$246,882	$351,145	$23,911
2019	$326,520	$295,954	$334,707	$30,566

The Council of Alumni Association Executives Inc