SOUTHEASTERN LOUISIANA UNIVERSITY ALUMNI ASSOCIATION INC (EIN 726021423) - 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

Principal Officer

SCOTT ADAMS

Phone

9855492150

Tax Period

2023-07-01 to 2024-06-30

SOUTHEASTERN LOUISIANA UNIVERSITY ALUMNI ASSOCIATION INC is a small nonprofit in the Education sector that reported $201K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $230K exceeded revenue, resulting in a 15% operating deficit.

Mission

To foster a tradition of loyalty by connecting and celebrating alumni and the Southeastern Community.

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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 (2023)

Revenue Breakdown

Contributions & Grants $164,872

Program Service Revenue $0

Investment Income $5,354

Other Revenue $30,514

TOTAL REVENUE $200,740

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,774

Program Expenses $149,615

Other Expenses $230,210

TOTAL EXPENSES $230,210

Year-over-Year Comparison

	2023	2022	Change
Revenue	$200,740	$172,818	+0.2%
Expenses	$230,210	$179,157	+0.3%
Net Income	$-29,470	$-6,339	+3.6%

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

100

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
GINA LAIRD	Director	0.00	Director	$0	$0	$0
KENT LANDACRE	Director	0.00	Director	$0	$0	$0
BEN MARTINO	Director	0.00	Director	$0	$0	$0
JANET MORAN	Director	0.00	Director	$0	$0	$0
WILLIAM TAKEWELL	Director	0.00	Director	$0	$0	$0
KENNETH TERRELL	Director	0.00	Director	$0	$0	$0
AURORA OLVERA-KINCHEN	Director	0.00	Director	$0	$0	$0
AUSTIN ROGERS	Director	0.00	Director	$0	$0	$0
ASHLEY KING	Secretary	1.00	Officer Director	$0	$0	$0
SCOTT ADAMS	President	1.00	Officer Director	$0	$0	$0
DONNA WALLETTE	Director	1.00	Director	$0	$0	$0
AMY AMERSON	Treasurer	1.00	Officer Director	$0	$0	$0
AMY GOWLAND	President-Elect	1.00	Officer Director	$0	$0	$0
JEFF DAMERON	Director	1.00	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	No data	No data	No data	No data
2024	$200,740	$230,210	$218,642	$-29,470
2023	$172,818	$179,157	$253,171	$-6,339
2022	$191,045	$194,781	$270,619	$-3,736
2021	$214,019	$460,560	$282,622	$-246,541
2020	$210,208	$224,708	$557,949	$-14,500
2019	$219,622	$241,317	$599,404	$-21,695

SOUTHEASTERN LOUISIANA UNIVERSITY ALUMNI ASSOCIATION INC