ALUMNI ASSOCIATION OF THE STATE UNIVERSITY OF NEW YORK AT STONY BROOK (EIN 510160098) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

NEIL BUTTERKLEE

Phone

6316326536

Tax Period

2024-07-01 to 2025-06-30

ALUMNI ASSOCIATION OF THE STATE UNIVERSITY OF NEW YORK AT STONY BROOK, founded in 1965, is a small nonprofit in the Education sector that reported $328K in total revenue in fiscal year 2024. Expenses of $502K exceeded revenue, resulting in a 53% operating deficit.

Mission

TO CREATE INTELLECTUAL AND EMOTIONAL CONNECTIONS BETWEEN THE UNIVERSITY AND ITS GRADUATES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $125,415

Program Service Revenue $50,307

Investment Income $0

Other Revenue $152,010

TOTAL REVENUE $327,732

Expense Breakdown

Grants Paid $43,014

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $429,895

Other Expenses $459,087

TOTAL EXPENSES $502,101

Year-over-Year Comparison

	2024	2023	Change
Revenue	$327,732	$335,267	0.0%
Expenses	$502,101	$421,646	+0.2%
Net Income	$-174,369	$-86,379	+1.0%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
AHMED BELAZI	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
ERROL A COCKFIELD	PRESIDENT	2.00	Officer Director	$0	$0	$0
NEIL BUTTERKLEE	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
MILIN RAO	VP, BOARD ENGAGEMENT	2.00	Officer Director	$0	$0	$0
LEONARD MOSS	VP. ENGAGEMENT STRATEGY	2.00	Officer Director	$0	$0	$0
MICHAEL POCH	VP, FINANCES	2.00	Officer Director	$0	$0	$0
FRANK BARILE	DIRECTOR	1.00	Director	$0	$0	$0
ALYSSA BRERES	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER DUFFICY	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD FABIAN	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA GERACI	DIRECTOR	1.00	Director	$0	$0	$0
HON LIZBETH GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
SHAHNILLA JAMAL	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR LIGHT	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA MATOS-PUENTE	DIRECTOR (THRU 03/2025)	1.00	Director	$0	$0	$0
DEEPTI SHARMA	DIRECTOR	1.00	Director	$0	$0	$0
EDDIE SHEK	DIRECTOR	1.00	Director	$0	$0	$0
DANIELLE TEDESCO	DIRECTOR	1.00	Director	$0	$0	$0
ERIC WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT BARRETT	INT VP UNIV ADV (AS OF 08/2024)	0.50	Officer	$0	$0	$0
JUSTIN FINCHER	VP UNIV ADV (THRU 08/2024)	0.50	Officer	$0	$0	$0
BROOKE CARROLL	AVP OF CONSTITUENT EXPERIENCE	18.75	Highest	$120,353	$71,718	$192,071
JANET MASINI	DIRECTOR OF ALUMNI PROGRAMS	18.75	Highest	$124,997	$74,486	$199,483

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	$327,732	$502,101	$494,032	$-174,369
2024	No data	No data	No data	No data
2023	$257,682	$255,017	$749,547	$2,665
2022	$238,370	$211,852	$757,225	$26,518
2021	$260,244	$206,744	$690,234	$53,500
2020	$259,044	$353,613	$642,882	$-94,569
2019	$365,118	$411,668	$799,499	$-46,550
2018	$361,663	$429,189	$895,104	$-67,526

ALUMNI ASSOCIATION OF THE STATE UNIVERSITY OF NEW YORK AT STONY BROOK