UNCW STUDENT AID ASSOCIATION INC (EIN 566075544) - 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

1966

Legal Domicile

Principal Officer

MARSHALL COOPER

Phone

9109622515

Tax Period

2023-07-01 to 2024-06-30

UNCW STUDENT AID ASSOCIATION INC, founded in 1966, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2023. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 35% operating margin.

Mission

TO AID, FOSTER, AND PROMOTE THE EDUCATION OF STUDENT ATHLETES BY OBTAINING DONATIONS FOR THE SCHOLARSHIP PROGRAM AT THE UNIVERSITY OF NORTH CAROLINA AT WILMINGTON (THE "UNIVERSITY"). THE ASSOCIATION ALSO RAISES FUNDS FOR THE IMPROVEMENT AND CONSTRUCTION OF FACILITIES USED BY THE UNIVERSITY FOR ATHLETIC PURPOSES, FOR THE UNIVERSITY'S ATHLETIC SCHOLARSHIP ENDOWMENT FUND, AND TO PROVIDE OPERATIONAL AND SUPPLEMENTARY SUPPORT FOR THE ENTIRE SPORT PROGRAM. IN ADDITION, THE ASSOCIATION EXISTS TO ENCOURAGE A FRATERNAL SPIRIT OF LOYALTY AND INTEREST IN THE UNIVERSITY BY ALUMNI, FRIENDS, AND BENEFACTORS. THE UNIVERSITY IS THE ASSOCIATION'S SOLE BENEFICIARY.

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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 $2,986,505

Program Service Revenue $0

Investment Income $97,525

Other Revenue $214,389

TOTAL REVENUE $3,298,419

Expense Breakdown

Grants Paid $1,517,088

Salaries & Benefits $0

Fundraising Expenses $470,656

Program Expenses $1,517,088

Other Expenses $623,153

TOTAL EXPENSES $2,140,241

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,298,419	$2,073,588	+0.6%
Expenses	$2,140,241	$2,288,604	-0.1%
Net Income	$1,158,178	$-215,016	-6.4%

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
MARSHALL COOPER	PRESIDENT	1.00	Officer Director	$0	$0	$0
GREG BENDER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRISTI FERRETTI	TREASURER	1.00	Officer Director	$0	$0	$0
LINDSEY HESS	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID WORTMAN	ADVISORY PRESIDENT	1.00	Director	$0	$0	$0
BOB WARWICK	EX OFFICIO	1.00	Director	$0	$0	$0
TREY THORNE	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW COX	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
BRETT KEELER	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL FOUNTAIN	DIRECTOR	1.00	Director	$0	$0	$0
SPENCE BROADHURST	DIRECTOR	1.00	Director	$0	$0	$0
MORRIS MARSHBURN	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK BOYKIN	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIN DONOVAN	DIRECTOR	1.00	Director	$0	$0	$0
PAUL BADROCK	DIRECTOR	1.00	Director	$0	$0	$0
STEVE EZZELL	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT ABBOTTS	DIRECTOR	1.00	Director	$0	$0	$0
DARION JERALDS	DIRECTOR	1.00	Director	$0	$0	$0
DIANE BECTON	DIRECTOR	1.00	Director	$0	$0	$0
CURTIS SILL	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE URBAN	DIRECTOR	1.00	Director	$0	$0	$0
KELLY GEORGE	DIRECTOR	1.00	Director	$0	$0	$0
BOB CHERRY	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS WOODMAN	DIRECTOR	1.00	Director	$0	$0	$0
EVANS TRAWICK	DIRECTOR	1.00	Director	$0	$0	$0
N/A	EXECUTIVE DIRECTOR	36.00		$0	$22,268	$131,835

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	$3,298,419	$2,140,241	$4,052,155	$1,158,178
2023	$2,073,588	$2,288,604	$2,915,951	$-215,016
2022	$1,638,038	$1,630,603	$3,125,370	$7,435
2021	$1,617,087	$1,332,914	$3,113,219	$284,173
2020	$1,959,853	$1,509,270	$2,827,355	$450,583
2019	$1,931,947	$1,761,847	$2,374,967	$170,100

UNCW STUDENT AID ASSOCIATION INC