UNIVERSITY OF KY ALUMNI ASSOCIATION GREATER LOUISVILLE CLUB INC (EIN 611243501) - 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

1993

Legal Domicile

Principal Officer

RK Bruce JR

Phone

5022994993

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF KY ALUMNI ASSOCIATION GREATER LOUISVILLE CLUB INC, founded in 1993, is a small nonprofit that reported $103K in total revenue in fiscal year 2024. Expenses of $99K left a modest 4% surplus.

Mission

Promotion of the best interest welfare of the University of KY serving all alumni members in Oldham, Jefferson adjoining counties of the Greater Louisville, KY Metro area. All activities are to support the mission by contributing to Scholarship Funding for UK students and continuing alumni enrichment activities.

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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 $67,300

Program Service Revenue $0

Investment Income $1,696

Other Revenue $34,300

TOTAL REVENUE $103,296

Expense Breakdown

Grants Paid $96,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $99,425

Other Expenses $3,425

TOTAL EXPENSES $99,425

Year-over-Year Comparison

	2024	2023	Change
Revenue	$103,296	$108,585	0.0%
Expenses	$99,425	$102,469	0.0%
Net Income	$3,871	$6,116	-0.4%

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
Sherry Moak	Treas	001.00	Officer	$0	$0	$0
RK Bruce Jr	Asst Treas	000.25	Officer	$0	$0	$0
Michelle Kannapel	Pres	004.00	Officer	$0	$0	$0
Scott Norton	Secretary	002.00	Officer	$0	$0	$0
Scott Dingle	Vice-Pres	001.00	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	$103,296	$99,425	$88,802	$3,871
2024	No data	No data	No data	No data
2023	$107,281	$93,970	$78,815	$13,311
2022	$92,814	$83,132	$65,504	$9,682
2021	$44,335	$81,117	$55,822	$-36,782

UNIVERSITY OF KY ALUMNI ASSOCIATION GREATER LOUISVILLE CLUB INC