UNIVERSITY OF LOUISIANA LAFAYETTE ALUMNI ASSOCIATION

EIN: 726033776 501(c)(3)

LAFAYETTE, LA

Total Revenue
$631,705
Total Expenses
$642,560
Total Assets
$3,222,205
Net Assets
$3,196,754
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1934
Legal Domicile
LA
Principal Officer
KATHLEEN GUEDRY
Phone
3374820900
Tax Period
2024-07-01 to 2025-06-30

UNIVERSITY OF LOUISIANA LAFAYETTE ALUMNI ASSOCIATION, founded in 1934, is a small nonprofit that reported $632K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Net assets of $3.2M represent 61 months of operating reserves.

Mission

THE MISSION IS TO PROMOTE GOOD FELLOWSHIP AMONG ALUMNI; TO STRENGTHEN THE TIES OF LOYALTY AND DEVOTION TO THEIR ALMA MATER; AND AT ALL TIMES FURTHER THE INTEREST OF THE INSTITUTION

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $393,786
Program Service Revenue $94,624
Investment Income $8,050
Other Revenue $135,245
TOTAL REVENUE $631,705

Expense Breakdown

Grants Paid $43,721
Salaries & Benefits $63,018
Fundraising Expenses $68,773
Program Expenses $355,713
Other Expenses $535,821
TOTAL EXPENSES $642,560

Year-over-Year Comparison

2024 2023 Change
Revenue $631,705 $722,333 -0.1%
Expenses $642,560 $578,053 +0.1%
Net Income $-10,855 $144,280 -1.1%
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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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
77

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
5
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANA BAKER PRESIDENT EL 2.00
Officer Director
$0 $0 $0
TONI CELESTINE BOARD MEMBER 2.00
Director
$0 $0 $0
BRIDGIT CHAISSON BOARD MEMBER 2.00
Director
$0 $0 $0
KATHLEEN GUEDRY PRESIDENT 2.00
Officer Director
$0 $0 $0
CHERYL JONES BOARD MEMBER 2.00
Director
$0 $0 $0
BRETT MELLINGTON TREASURER 2.00
Officer Director
$0 $0 $0
MARK MOUTON PAST PRESIDE 2.00
Officer Director
$0 $0 $0
ROBERT TORIAN SECRETARY 2.00
Officer Director
$0 $0 $0
SEAN TRCALEK BOARD MEMBER 2.00
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 $631,705 $642,560 $3,222,205 $-10,855
2024 No data No data No data No data
2023 $909,003 $794,381 $2,957,030 $114,622
2022 $545,638 $536,414 $1,891,893 $9,224
2021 $358,222 $408,276 $1,882,669 $-50,054
2020 $383,799 $538,376 $1,932,723 $-154,577
2019 $501,008 $505,017 $2,087,300 $-4,009
2018 $564,061 $810,063 $2,091,309 $-246,002
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