UNIVERSITY OF MARY WASHINGTON ALUMNI ASSOCIATION (EIN 540471667) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1963

Legal Domicile

Principal Officer

JAMES LLEWELLYN

Phone

5406541011

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF MARY WASHINGTON ALUMNI ASSOCIATION, founded in 1963, is a small nonprofit that reported $285K in total revenue in fiscal year 2017.

Mission

TO PROMOTE THE WELFARE AND SUPPORT THE MISSION OF UMW; TO ENCOURAGE AN ENDURING RELATIONSHIP WITH THE UNIVERSITY BY DEEPENING ALUMNI AND STUDENT LOYALTY; AND TO DEVELOP AND STRENGTHEN THE BONDS OF THE MUTUAL INTERESTS WITHIN THE UNIVERSITY COMMUNITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $222,012

Program Service Revenue $36,382

Investment Income $0

Other Revenue $51,482

TOTAL REVENUE $309,876

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,255

Program Expenses $294,930

Other Expenses $353,495

TOTAL EXPENSES $353,495

Year-over-Year Comparison

	2024	2023	Change
Revenue	$309,876	$261,536	+0.2%
Expenses	$353,495	$361,876	0.0%
Net Income	$-43,619	$-100,340	-0.6%

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

215

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
JAMES LLEWELLYN	PRESIDENT	0.30	Officer Director	$0	$0	$0
CHARMAYNE STALOFF	PRESIDENT ELECT	0.10	Officer Director	$0	$0	$0
VICKI SPRAGUE RAVENEL	IMMEDIATE PAST PRESIDENT	0.10	Officer Director	$0	$0	$0
COLETTE JOHNSON	VICE PRESIDENT, REGIONAL NETWORKS	0.10	Officer Director	$0	$0	$0
BRENDAN KELLY	VICE PRESIDENT, CAREER CONNECTIONS	0.10	Officer Director	$0	$0	$0
LISA KEYSER	VICE PRESIDENT, ALUMNI AWARDS	0.10	Officer Director	$0	$0	$0
KATHY VI	VICE PRESIDENT, REUNION WEEKEND	0.10	Officer Director	$0	$0	$0
MATTHEW BAKER	DIRECTOR	0.10	Director	$0	$0	$0
MELISSA ESTEVEZ	DIRECTOR	0.10	Director	$0	$0	$0
MEAGAN KISHMAN	DIRECTOR	0.10	Director	$0	$0	$0
MEGANNE LEMON	DIRECTOR	0.10	Director	$0	$0	$0
BRIAN REAGAN	DIRECTOR	0.10	Director	$0	$0	$0
KATHERINE REDMILES	DIRECTOR	0.10	Director	$0	$0	$0
JENNIFER ROSS	DIRECTOR	0.10	Director	$0	$0	$0
SYE SMITH	DIRECTOR	0.10	Director	$0	$0	$0
HARRY THOMAS	DIRECTOR	0.10	Director	$0	$0	$0
LORI TURLEY	DIRECTOR	0.10	Director	$0	$0	$0
JENNIFER WILSON WATSON	DIRECTOR	0.10	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	$309,876	$353,495	$6,216	$-43,619
2024	No data	No data	No data	No data
2023	$371,057	$332,637	$77,391	$38,420
2022	$249,238	$454,325	$284,045	$-205,087
2021	$194,328	$96,499	$287,027	$97,829
2020	$211,297	$134,186	$167,474	$77,111
2019	$271,269	$263,094	$94,175	$8,175
2018	$284,725	$293,732	$86,421	$-9,007

UNIVERSITY OF MARY WASHINGTON ALUMNI ASSOCIATION