THE ALUMNI ASSOCIATION OF THE UNIVERSITY OF NORTH CAROLINA AT WILMINGTON (EIN 581385518) - 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

1979

Legal Domicile

Principal Officer

RILEY STEPHENSON

Phone

9109622515

Tax Period

2024-07-01 to 2025-06-30

THE ALUMNI ASSOCIATION OF THE UNIVERSITY OF NORTH CAROLINA AT WILMINGTON, founded in 1979, is a small nonprofit in the Education sector that reported $129K in total revenue in fiscal year 2024. Revenue surged 70% from the prior year, signaling strong growth momentum. The organization ran a surplus of $75K, a strong 58% operating margin.

Mission

TO CONNECT AND INVOLVE ALUMNI, STUDENTS, AND FRIENDS IN THE PROMOTION AND ADVANCEMENT OF THE UNIVERSITY. THE ALUMNI ASSOCIATION PROMOTES, ENCOURAGES, AND SUPPORTS UNITY AND INVOLVEMENT AMONG ALUMNI, STUDENTS, UNIVERSITY, AND FRIENDS.

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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 $11,884

Program Service Revenue $36,503

Investment Income $80,757

Other Revenue $0

TOTAL REVENUE $129,144

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,834

Other Expenses $54,038

TOTAL EXPENSES $54,038

Year-over-Year Comparison

	2024	2023	Change
Revenue	$129,144	$75,982	+0.7%
Expenses	$54,038	$67,606	-0.2%
Net Income	$75,106	$8,376	+8.0%

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

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

$113,382

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RILEY STEPHENSON	TREASURER	1.00	Officer Director	$0	$0	$0
KIMBERLY SOUSA	SECRETARY	1.00	Officer Director	$0	$0	$0
ERICA JONES	VICE CHAIR	1.00	Officer Director	$0	$0	$0
STEPHANIA BLOODWORTH	CHAIR	1.00	Officer Director	$0	$0	$0
HENRY HINNANT	DIRECTOR	1.00	Director	$0	$0	$0
RACHAEL BEATTY	DIRECTOR	1.00	Director	$0	$0	$0
TERESA WARNER	DIRECTOR	1.00	Director	$0	$0	$0
ALEJANDRA SOTELO	DIRECTOR	1.00	Director	$0	$0	$0
NEAL LEEPER	DIRECTOR	1.00	Director	$0	$0	$0
DARION JERALDS	DIRECTOR	1.00	Director	$0	$0	$0
ROSA COLLIER	DIRECTOR	1.00	Director	$0	$0	$0
PAULA EDWARDS ASYCUE	DIRECTOR	1.00	Director	$0	$0	$0
CONNOR BENNETT	DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS PIANOVICH	DIRECTOR	1.00	Director	$0	$0	$0
WANDA COLEY	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA BATCHELOR	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT ABBOTTS	DIRECTOR	1.00	Director	$0	$0	$0
ALISON BARINGER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL CROCKER	DIRECTOR	1.00	Director	$0	$0	$0
NICOLETTE FULTON	DIRECTOR	1.00	Director	$0	$0	$0
GIA LONG	DIRECTOR	1.00	Director	$0	$0	$0
LINDSAY LEROY	EXECUTIVE DIRECTOR	36.00	Officer	$0	$22,524	$113,382

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	$129,144	$54,038	$1,114,370	$75,106
2024	$75,982	$67,606	$1,048,869	$8,376
2023	$39,398	$28,460	$986,656	$10,938
2022	$33,404	$50,022	$932,867	$-16,618
2021	$114,928	$44,773	$1,048,345	$70,155
2020	$34,079	$41,077	$915,869	$-6,998
2019	$95,447	$35,320	$913,028	$60,127

THE ALUMNI ASSOCIATION OF THE UNIVERSITY OF NORTH CAROLINA AT WILMINGTON