UNIVERSITY OF DELAWARE ALUMNI ASSOCIATION INC (EIN 516016065) - 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

1974

Legal Domicile

Phone

3028312341

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF DELAWARE ALUMNI ASSOCIATION INC, founded in 1974, is a small nonprofit that reported $166K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $28K, a strong 17% operating margin.

Mission

THE UNIVERSITY OF DELAWARE ALUMNI ASSOCIATION IS PROUDLY DEDICATED TO ENGAGING OUR ALUMNI COMMUNITY BY FOSTERING LIFELONG LOYALTY AND COMMITTMENT TO THE UNIVERSITY.

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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 $24,528

Program Service Revenue $126,622

Investment Income $11,360

Other Revenue $3,562

TOTAL REVENUE $166,072

Expense Breakdown

Grants Paid $88,871

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $131,795

Other Expenses $48,832

TOTAL EXPENSES $137,703

Year-over-Year Comparison

	2024	2023	Change
Revenue	$166,072	$144,342	+0.2%
Expenses	$137,703	$132,959	+0.0%
Net Income	$28,369	$11,383	+1.5%

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

$102,632

Total Directors

$102,632

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY LEVITZ GRUNDY	VICE PRESIDENT	4.0	Officer Director	$0	$10,863	$102,632
STEPHEN D SHALLO	SECRETARY	4.0	Officer Director	$0	$0	$0
WILLIAM D LUZIER	PRESIDENT	4.0	Officer Director	$0	$0	$0
WILLIAM W MICHALCEWIZ	TREASURER	4.0	Officer Director	$0	$0	$0
CHRISTOPHER R DOHL	DIRECTOR	2.0	Director	$0	$0	$0
DAVID S ALICK	DIRECTOR	2.0	Director	$0	$0	$0
DUSTIN M RAMSDELL	DIRECTOR	2.0	Director	$0	$0	$0
ERICA M WALSH	DIRECTOR	2.0	Director	$0	$0	$0
GAYLE MCVEY DAVIS	DIRECTOR	2.0	Director	$0	$0	$0
JEANETTE PADINSKE O'PAKE	DIRECTOR	2.0	Director	$0	$0	$0
JENNIFER L FERRIS-CRISAFULLI	DIRECTOR	2.0	Director	$0	$0	$0
JOHN R MARTIN	DIRECTOR	2.0	Director	$0	$0	$0
KERRY ORENDORF HALBEDL	DIRECTOR	2.0	Director	$0	$0	$0
LINDSAY E THRASHER	DIRECTOR	2.0	Director	$0	$0	$0
LISA DANIEL SPARKS	DIRECTOR	2.0	Director	$0	$0	$0
LISA WALLACE WEISSER	DIRECTOR	2.0	Director	$0	$0	$0
MICHAEL F SCERBO	DIRECTOR	2.0	Director	$0	$0	$0
MICHELLE MAHANEY SCOTT	DIRECTOR	2.0	Director	$0	$0	$0
NANCY BELTZ LOMAX	DIRECTOR	2.0	Director	$0	$0	$0
PATRICIA TUCCI CANNON	DIRECTOR	2.0	Director	$0	$0	$0
ROBERT J HEALY	DIRECTOR	2.0	Director	$0	$0	$0
TAMIKA N HARVEY	DIRECTOR	2.0	Director	$0	$0	$0
TERESA E GERBERG WINDISCH	DIRECTOR	2.0	Director	$0	$0	$0
TIMOTHY R ENGLISH	DIRECTOR	2.0	Director	$0	$0	$0
ZAKIA W REAVES-JOHNSON	DIRECTOR	2.0	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	$166,072	$137,703	$1,246,610	$28,369
2024	$144,342	$132,959	$1,133,401	$11,383
2023	$145,720	$148,823	$1,054,287	$-3,103
2022	$128,647	$171,229	$1,114,768	$-42,582
2021	$276,715	$93,531	$1,228,892	$183,184

UNIVERSITY OF DELAWARE ALUMNI ASSOCIATION INC