AUBURN ALUMNI ASSOCIATION (EIN 630439459) - 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

1945

Legal Domicile

Principal Officer

ROBERT WELLBAUM

Phone

3348447048

Tax Period

2023-10-01 to 2024-09-30

AUBURN ALUMNI ASSOCIATION INC, founded in 1945, is a community nonprofit in the Education sector that reported $3.0M in total revenue in fiscal year 2017. Net assets of $7.2M represent 29 months of operating reserves.

Mission

THE AUBURN ALUMNI ASSOCIATION IS DEDICATED TO ENHANCING THE ENGAGEMENT AND CONNNECTION OF ALL AUBURN UNIVERSITY ALUMNI AND FRIENDS. SIGNIFICANT ACTIVITIES INCLUDE DIVERSIFIED PROGRAMS AND SERVICES SUCH AS REUNIONS, VOLUNTEER NETWORKS SUCH AS THE AUBURN ALUMNI CLUBS AND AFFILITATE PROGRAMS, AWARD RECOGNITIONS, SCHOLARSHIPS, AND THE AUBURN MAGAZINE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,051,852

Program Service Revenue $224,627

Investment Income $435,873

Other Revenue $468,574

TOTAL REVENUE $2,180,926

Expense Breakdown

Grants Paid $134,915

Salaries & Benefits $84,808

Fundraising Expenses $38,677

Program Expenses $923,843

Other Expenses $1,215,986

TOTAL EXPENSES $1,435,709

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,180,926	$5,591,272	-0.6%
Expenses	$1,435,709	$2,348,755	-0.4%
Net Income	$745,217	$3,242,517	-0.8%

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

Volunteers

1627

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

$1,503,515

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUANNE L HART	PRESIDENT THRU SEPT 13, 2024	1.50	Officer Director	$0	$0	$0
JEFFREY MOORE	PRESIDENT AS OF SEPT 13, 2024	2.00	Officer Director	$0	$0	$0
FRED BLATCHFORD	VP AS OF SEPT 13, 2024	1.50	Officer Director	$0	$0	$0
MICHELLE M GRANBERRY	TREASURER THRU SEP 13, 2024	1.50	Officer Director	$0	$0	$0
METRICK M HOUSER	TREASURER AS OF SEPT 13, 2024	1.50	Officer Director	$0	$0	$0
REGENIA R SANDERS	PAST PRESIDENT THRU SEPT 13, 2024	1.50	Officer Director	$0	$0	$0
ANNETTE BITTO	BOARD DIRECTOR	0.50	Director	$0	$0	$0
BECKY LINER	BOARD DIRECTOR	1.50	Director	$0	$0	$0
CHAR DENNIS	BOARD DIRECTOR	1.50	Director	$0	$0	$0
DARRYL HOWELL	BOARD DIRECTOR	1.50	Director	$0	$0	$0
DAWN OLIVER	BOARD DIRECTOR	1.50	Director	$0	$0	$0
DENISE SLUPE	BOARD DIRECTOR THRU SEPT 13, 2024	1.50	Director	$0	$0	$0
ERIC M DUNLAP	BOARD DIRECTOR	1.50	Director	$0	$0	$0
EVAN THOMAS	BOARD DIRECTOR	1.50	Director	$0	$0	$0
FREDDY DANIELL	BOARD DIRECTOR	2.00	Director	$0	$0	$0
HANK JESTER	BOARD DIRECTOR	1.50	Director	$0	$0	$0
JACOB WATKINS	BOARD DIRECTOR	1.50	Director	$0	$0	$0
JAMES RANE	BOARD DIRECTOR	0.50	Director	$0	$0	$0
KIM EVANS	BOARD DIRECTOR	1.00	Director	$0	$0	$0
LAURIE SCOGINS	BOARD DIRECTOR	0.50	Director	$0	$0	$0
MARIA BAUGH	BOARD DIRECTOR THRU SEPT 13, 2024	2.00	Director	$0	$0	$0
RON DYSON JR	BOARD DIRECTOR	1.50	Director	$0	$0	$0
SEAN THOMAS	BOARD DIRECTOR	1.00	Director	$0	$0	$0
TONY TORBERT	BOARD DIRECTOR	1.50	Director	$0	$0	$0
ROBERT WELLBAUM	EXECUTIVE DIRECTOR	4.00	Officer	$345,657	$57,141	$402,798
ERIN LEWIS	CHEIF OPERATIONS OFFICER	2.00	Officer	$281,431	$46,521	$327,952
WILLIAM HUGHES	CHEIF FINANCIAL OFFICER	2.00	Officer	$181,369	$35,517	$216,886
KURT SASSER	CHIEF ENGAGEMENT OFFICER	32.00	Officer	$153,358	$31,907	$185,265
TIMOTHY W JONES	DIRECTOR, INFORMATION TECH THRU AUG 1, 2024	4.00	Officer	$132,266	$31,303	$163,569
CAROLYN BURROUGHS	ASST. TREASURER	20.00	Officer	$85,439	$23,438	$108,877
LAUREL HENDRIX	SECRETARY	13.00	Officer	$81,818	$16,350	$98,168
MARGARET ARNOLD	VICE PRESIDENT, PHILANTHROPY	1.00	Highest	$177,873	$37,096	$214,969
JESSICA KING	SR. DIRECTOR, ADVANCEMENT MARKETING	10.00	Highest	$138,137	$28,761	$166,898
DANIELLE FIELDS	SR. DIRECTOR, ENGAGEMENT & EXPERIENCE	38.00	Highest	$133,425	$29,791	$163,216
SCOTT FRANCIS	SR. DIRECTOR, ALUMNI & GIFT SUCCESS	38.00	Highest	$124,452	$27,354	$151,806
CHARLES SALIBA	TECHNOLOGY ARCHITECT	6.00	Highest	$107,929	$15,232	$123,161
JOHN MORRIS	FORMER EXECUTIVE DIRECTOR THRU AUG 1, 2023	5.00		$280,846	$23,092	$303,938

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	$2,180,926	$1,435,709	$17,853,027	$745,217
2023	$5,591,272	$2,348,755	$16,496,703	$3,242,517
2022	$3,342,951	$3,112,942	$16,410,946	$230,009
2021	$3,171,170	$3,177,052	$18,163,679	$-5,882
2020	$3,237,497	$2,958,334	$16,133,039	$279,163
2019	$3,397,972	$3,289,772	$15,939,724	$108,200
2018	$3,041,849	$3,070,830	$15,914,127	$-28,981

AUBURN ALUMNI ASSOCIATION