ALUMNI ASSOCIATION OF THE STATE UN… - 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

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 REACH, SERVE, AND ENGAGE ALL STONY BROOK ALUMNI, STUDENTS, AND OTHER CONSTITUENCIES TO FOSTER A LIFELONG INTELLECTUAL AND EMOTIONAL CONNECTION BETWEEN THE UNIVERSITY AND ITS GRADUATES AND TO PROVIDE THE UNIVERSITY WITH GOODWILL AND SUPPORT.

Program Service Accomplishments

Program 1

Expenses: $429,895 Revenue: $50,307

THE ALUMNI ASSOCIATION IS COMMITTED TO HELPING STONY BROOK UNIVERSITY'S STUDENTS AND GRADUATES SUSTAIN A LIFELONG AND MEANINGFUL RELATIONSHIP WITH STONY BROOK UNIVERSITY. THE ASSOCIATION STRIVES TO OFFER ITS ALUMNI VALUABLE BENEFITS AND SERVICES, ALUMNI VOLUNTEER OPPORTUNITIES AND ENGAGING EXPERIENCES AROUND THE GLOBE TO KEEP THEM CLOSE TO THEIR ALMA MATER. (CONT. IN SCH. O)

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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 $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

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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
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