UNIVERSITY OF ALABAMA ALUMNI ASSOCIATION (EIN 630011380) - 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

1927

Legal Domicile

Principal Officer

DANIEL T LAYZELL

Phone

2053484540

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF ALABAMA ALUMNI ASSOCIATION, founded in 1927, is a community nonprofit in the Education sector that reported $6.8M in total revenue in fiscal year 2020. The organization ran a surplus of $3.2M, a strong 47% operating margin.

Mission

TO PROMOTE AND ENCOURAGE INTEREST IN THE UNIVERSITY OF ALABAMA THROUGH PUBLICATIONS, REUNIONS, AND OTHER ACTIVITIES.

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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 $5,128,137

Program Service Revenue $0

Investment Income $4,133,952

Other Revenue $758,569

TOTAL REVENUE $10,020,658

Expense Breakdown

Grants Paid $2,277,763

Salaries & Benefits $0

Fundraising Expenses $569,567

Program Expenses $2,970,474

Other Expenses $2,293,825

TOTAL EXPENSES $4,571,588

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,020,658	$17,902,293	-0.4%
Expenses	$4,571,588	$5,128,382	-0.1%
Net Income	$5,449,070	$12,773,911	-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

160

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

$200,411

Total Directors

$1,273,057

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERYL MOWDY	TREASURER (UNTIL 9/24)	0.5	Director	$0	$61,759	$357,952
JIMMY WARREN	EXECUTIVE SECETARY	0.5	Director	$0	$45,014	$271,065
ADAM TATE	DIRECTOR	1.0	Director	$0	$38,972	$247,983
ALLISON LEITNER	FORMER INTERIM EXEC. SEC.	0.0		$0	$49,672	$215,755
ALLISON DRAKE	DIRECTOR/TREASURER	1.0	Officer Director	$0	$47,986	$200,411
DANIEL T LAYZELL	DIRECTOR (BEGIN 9/29/24)	0.5	Director	$0	$27,668	$195,646
MATTHEW FAJACK	FORMER TREASURER	0.0		$0	$5,349	$140,075
ALAN JOHNSTON	DIRECTOR (BEGIN 4/2025)	0.5	Director	$0	$0	$0
ALI ZEIDAN	DIRECTOR	0.5	Director	$0	$0	$0
ALYSON OUTLAW	DIRECTOR (BEGIN 4/2025)	0.5	Director	$0	$0	$0
AMY GRICE	DIRECTOR (BEGIN 4/2025)	0.5	Director	$0	$0	$0
ANN KAESERMANN	DIRECTOR (BEGIN 4/2025)	0.5	Director	$0	$0	$0
ANNETTE LARGIN	DIRECTOR (BEGIN 4/2025)	0.5	Director	$0	$0	$0
AUSTIN GADDIS	DIRECTOR	0.5	Director	$0	$0	$0
CAROL SPRAYBERRY	PRESIDENT-ELECT (BEGIN 4/2025)	1.0	Director	$0	$0	$0
MICHELLE STUDDARD	DIRECTOR	0.5	Director	$0	$0	$0
CLETE BEARD	DIRECTOR (UNTIL 4/2025)	0.5	Director	$0	$0	$0
DENISE MANDERFIELD	DIRECTOR	0.5	Director	$0	$0	$0
DEREK CUNNINGHAM	DIRECTOR	0.5	Director	$0	$0	$0
GERALD KEITH KOON	DIRECTOR	0.5	Director	$0	$0	$0
GREG STROUD	DIRECTOR (UNTIL 4/2025)	0.5	Director	$0	$0	$0
JENNIFER BUNNELL	DIRECTOR	0.5	Director	$0	$0	$0
JIM SASSER	DIRECTOR (UNTIL 4/2025)	0.5	Director	$0	$0	$0
JOHN GARNER	DIRECTOR (BEGIN 4/2025)	0.5	Director	$0	$0	$0
JORDAN PHILLIPS	DIRECTOR	0.5	Director	$0	$0	$0
JOSELYN BACON	DIRECTOR	0.5	Director	$0	$0	$0
JULIE MOREAU	DIRECTOR	0.5	Director	$0	$0	$0
KEITH MILLER	PAST PRESIDENT (UNTIL 4/2025)	1.0	Director	$0	$0	$0
Laurie Cothran Barton	DIRECTOR	0.5	Director	$0	$0	$0
LEEA MCPHEARSON	DIRECTOR (UNTIL 4/2025)	0.5	Director	$0	$0	$0
LESLIE A MCCLIMANS III	DIRECTOR (UNTIL 4/2025)	0.5	Director	$0	$0	$0
LOUIS MAYS	DIRECTOR	0.5	Director	$0	$0	$0
MARIANNE M RUSSELL	PRESIDENT (BEG 4/2025)	0.5	Director	$0	$0	$0
MARY BETH BARBER	DIRECTOR (UNTIL 4/2025)	0.5	Director	$0	$0	$0
MICHAEL COLEMAN	DIRECTOR	0.5	Director	$0	$0	$0
MITCH FLOYD	DIRECTOR (UNTIL 4/2025)	0.5	Director	$0	$0	$0
NANCY SINIARD	PRESIDENT (UNTIL 4/2025)	1.0	Director	$0	$0	$0
ROB FOREMAN	DIRECTOR	0.5	Director	$0	$0	$0
RONNIE LEET	DIRECTOR	0.5	Director	$0	$0	$0
STEVE EBERNHART	DIRECTOR (BEGIN 4/2025)	0.5	Director	$0	$0	$0
TIFFANI FUQUA	DIRECTOR	0.5	Director	$0	$0	$0
WEST MARTIN	DIRECTOR	0.5	Director	$0	$0	$0
ZACH RIDDLE	DIRECTOR (BEGIN 4/2025)	0.5	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	$10,020,658	$4,571,588	$114,464,591	$5,449,070
2024	$17,902,293	$5,128,382	$103,474,289	$12,773,911
2023	$8,179,216	$4,490,472	$84,490,806	$3,688,744
2022	$7,480,141	$4,270,950	$78,031,588	$3,209,191
2021	$6,828,115	$3,639,850	$82,953,954	$3,188,265

UNIVERSITY OF ALABAMA ALUMNI ASSOCIATION