THE UNIVERSITY OF HOUSTON ALUMNI ASSOCIATION FOUNDATION (EIN 741367041) - 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

Formation Year

1940

Legal Domicile

Principal Officer

MICHAEL SACHE

Phone

7137439550

Tax Period

2023-09-01 to 2024-08-31

THE UNIVERSITY OF HOUSTON ALUMNI ASSOCIATION FOUNDATION, founded in 1940, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $834K, a strong 39% operating margin.

Mission

UHAA IS A GLOBAL COMMUNITY COMMITTED TO SUPPORT UNIVERSITY OF HOUSTON AS A PREMIER 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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $955,073

Program Service Revenue $263,682

Investment Income $930,090

Other Revenue $8,587

TOTAL REVENUE $2,157,432

Expense Breakdown

Grants Paid $306,778

Salaries & Benefits $0

Fundraising Expenses $5,982

Program Expenses $1,112,581

Other Expenses $1,017,021

TOTAL EXPENSES $1,323,799

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,157,432	$1,837,665	+0.2%
Expenses	$1,323,799	$1,087,664	+0.2%
Net Income	$833,633	$750,001	+0.1%

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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

352

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
MICHAEL SACHS	PRESIDENT	2.00	Officer Director	$0	$0	$0
SHAZIA KHAN	INCOMING PRESIDENT	1.00	Officer Director	$0	$0	$0
WAYNE LUCKETT	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
SCOTT RANDO	TREASURER	1.00	Officer Director	$0	$0	$0
SANDRA LEE	SECRETARY	1.00	Officer Director	$0	$0	$0
RICHARD WHITELEY	AT LARGE MEMBER	1.00	Director	$0	$0	$0
ERIC BARAJAS	DIRECTOR	1.00	Director	$0	$0	$0
JAMES HONG	DIRECTOR	1.00	Director	$0	$0	$0
CHARLENE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
MARGO KAPLAN	DIRECTOR	1.00	Director	$0	$0	$0
JASON PAYNE	DIRECTOR	1.00	Director	$0	$0	$0
ALEXANDER OBREGON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID ROLAND	DIRECTOR	1.00	Director	$0	$0	$0
KEITH CORNELIUS	DIRECTOR	1.00	Director	$0	$0	$0
TRENT PEREZ	DIRECTOR	1.00	Director	$0	$0	$0
DAWN HOLIDAY	DIRECTOR	1.00	Director	$0	$0	$0
EUGENIA VANCE	DIRECTOR	1.00	Director	$0	$0	$0
KELLY COLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
SHAWN KUEHN	DIRECTOR	1.00	Director	$0	$0	$0
TRACY KIRKLAND-PAYNE	DIRECTOR	1.00	Director	$0	$0	$0
VANESSA FLORES	DIRECTOR	1.00	Director	$0	$0	$0
HELENA FINLEY	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA LOTT	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD CARRIZALES	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
2024	$2,157,432	$1,323,799	$13,498,609	$833,633
2023	$1,837,665	$1,087,664	$12,581,583	$750,001
2022	$1,695,817	$1,096,322	$11,516,465	$599,495
2021	$1,900,713	$613,360	$12,172,150	$1,287,353
2020	$1,034,315	$877,438	$9,784,169	$156,877
2019	$1,241,920	$1,122,124	$9,563,490	$119,796
2018	$2,279,011	$900,205	$10,060,307	$1,378,806

THE UNIVERSITY OF HOUSTON ALUMNI ASSOCIATION FOUNDATION