UNIVERSITY OF SOUTH ALABAMA NATIONAL ALUMNI ASSOCIATION INC (EIN 630695653) - 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

1974

Legal Domicile

Principal Officer

KAREN EDWARDS

Phone

2514607084

Tax Period

2023-10-01 to 2024-09-30

UNIVERSITY OF SOUTH ALABAMA NATIONAL ALUMNI ASSOCIATION INC, founded in 1974, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2017. The organization ran a surplus of $955K, a strong 80% operating margin.

Mission

SUPPORT THE UNIVERSITY OF SOUTH ALABAMA.

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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 $247,356

Program Service Revenue $71,479

Investment Income $432,039

Other Revenue $99,867

TOTAL REVENUE $850,741

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $16,479

Program Expenses $292,368

Other Expenses $408,528

TOTAL EXPENSES $410,075

Year-over-Year Comparison

	2023	2022	Change
Revenue	$850,741	$470,315	+0.8%
Expenses	$410,075	$427,196	0.0%
Net Income	$440,666	$43,119	+9.2%

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
KIM LAWKIS	PRESIDENT	2.00	Officer Director	$0	$0	$0
RONNIE STALLWORTH	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
NEIL CHRISTOPHER	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
JIM MOORE	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
CLYDE HIGGS	BOARD MEMBER	2.00	Director	$0	$0	$0
BRIAN RHOADES	BOARD MEMBER	2.00	Director	$0	$0	$0
LAURA SERGEANT	BOARD MEMBER	2.00	Director	$0	$0	$0
DR PAIGE VITULLI	BOARD MEMBER	2.00	Director	$0	$0	$0
CHARLIE WARNER	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN GALANOS	BOARD MEMBER	2.00	Director	$0	$0	$0
MARY BETH MASSEY	BOARD MEMBER	2.00	Director	$0	$0	$0
MIKE ODAIR	BOARD MEMBER	2.00	Director	$0	$0	$0
KIMBERLY HARGROVE	BOARD MEMBER	2.00	Director	$0	$0	$0
TERRENCE LEWIS	BOARD MEMBER	2.00	Director	$0	$0	$0
DR KRISTIN ODOM	BOARD MEMBER	2.00	Director	$0	$0	$0
PETER SUSMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
MICAH WHEELER	BOARD MEMBER	2.00	Director	$0	$0	$0
ROSS BONURA	BOARD MEMBER	2.00	Director	$0	$0	$0
LAURA GABEL	BOARD MEMBER	2.00	Director	$0	$0	$0
DR JOSEPH MOLYNEUX	BOARD MEMBER	2.00	Director	$0	$0	$0
BRYAN OP'T OLT	BOARD MEMBER	2.00	Director	$0	$0	$0
MARK ACREMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
SHADIA ANDERSON	BOARD MEMBER	2.00	Director	$0	$0	$0
DONOVAN BROOKS	BOARD MEMBER	2.00	Director	$0	$0	$0
CARRY CASH	BOARD MEMBER	2.00	Director	$0	$0	$0
INGRID LAWSON	BOARD MEMBER	2.00	Director	$0	$0	$0
MARK SPIVEY	BOARD MEMBER	2.00	Director	$0	$0	$0
DR GGIA WIGGINS	BOARD MEMBER	2.00	Director	$0	$0	$0
KAREN EDWARDS	EXECUTIVE DIRECTOR	40.00	Officer 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
2024	$850,741	$410,075	$717,484	$440,666
2023	$470,315	$427,196	$2,054,207	$43,119
2022	$450,174	$395,312	$1,884,635	$54,862
2021	$859,340	$335,743	$1,996,523	$523,597
2020	$676,669	$1,949,449	$3,292,343	$-1,272,780
2019	$1,186,737	$3,880,700	$925,706	$-2,693,963
2018	$1,201,573	$246,175	$3,439,669	$955,398

UNIVERSITY OF SOUTH ALABAMA NATIONAL ALUMNI ASSOCIATION INC