Alumni Association of Winthrop University (EIN 576029400) - 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

1929

Legal Domicile

Principal Officer

Lori Tuttle

Phone

8033232145

Tax Period

2024-01-01 to 2024-06-30

Alumni Association of Winthrop University, founded in 1929, is a small nonprofit in the Education sector that reported $110K in total revenue in fiscal year 2024. Revenue fell 49% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $38K, a strong 34% operating margin.

Mission

The Alumni Association was formed to promote the growth, progress and general welfare of Winthrop University. The Alumni Association also fosters a continuing attachment to the University among former students and develops interest for prospective students in attending 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 $103,292

Program Service Revenue $6,329

Investment Income $0

Other Revenue $0

TOTAL REVENUE $109,621

Expense Breakdown

Grants Paid $0

Salaries & Benefits $693

Fundraising Expenses $0

Program Expenses $66,005

Other Expenses $71,219

TOTAL EXPENSES $71,912

Year-over-Year Comparison

	2024	2023	Change
Revenue	$109,621	$213,670	-0.5%
Expenses	$71,912	$116,996	-0.4%
Net Income	$37,709	$96,674	-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

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
Mr Byron D Putman	President	1.00	Officer Director	$0	$0	$0
Ms Pat B Boutwell	Secretary	1.00	Officer Director	$0	$0	$0
Mrs Casey M Ferri	Treasurer	1.00	Officer Director	$0	$0	$0
Mr Scott D Melton	President-Elect	1.00	Officer Director	$0	$0	$0
Dr David D McDonald	Director	1.00	Director	$0	$0	$0
Miss Lisa Raye Hund	Director	1.00	Director	$0	$0	$0
Mrs Gail McClurken O'Steen	Director	1.00	Director	$0	$0	$0
Mrs Peggy Price McDonald	Director	1.00	Director	$0	$0	$0
Ms Sherille Godbolt Barber	Director	1.00	Director	$0	$0	$0
Mr John DeLoache	Director	1.00	Director	$0	$0	$0
Mr Bryan Mobley Jr	Director	1.00	Director	$0	$0	$0
Mr Steven Howell	Director	1.00	Director	$0	$0	$0
Ms Sandra Daws	Director	1.00	Director	$0	$0	$0
Mrs Suzanne Harnois	Director	1.00	Director	$0	$0	$0
Ms Valida Foster	Director	1.00	Director	$0	$0	$0
Mr James B Thrift	Director	1.00	Director	$0	$0	$0
Mr Isaiah R Venning	Director	1.00	Director	$0	$0	$0
Mr Robert Breakfield	Ex-Officio	1.00	Director	$0	$0	$0
Lori C Tuttle	Executive Director	40.00	Officer	$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	No data	No data	No data	No data
2024	$109,621	$71,912	$864,362	$37,709
2023	$213,670	$116,996	$826,653	$96,674
2022	$110,757	$125,684	$790,855	$-14,927
2021	$139,930	$78,477	$805,782	$61,453
2020	$331,974	$75,162	$744,329	$256,812

Alumni Association of Winthrop University