TARLETON ALUMNI ASSOCIATION

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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

1966

Legal Domicile

Principal Officer

BRIAN WARNER

Phone

2549689682

Tax Period

2023-01-01 to 2023-12-31

TARLETON ALUMNI ASSOCIATION, founded in 1966, is a small nonprofit in the Education sector that reported $383K in total revenue in fiscal year 2023. Revenue surged 82% from the prior year, signaling strong growth momentum. The organization ran a surplus of $246K, a strong 64% operating margin.

Mission

PROMOTION OF TARLETON STATE UNIVERSITY

Program Service Accomplishments

Program 1

Expenses: $93,942 Revenue: $6,045

UNIVERSITY SUPPORT: CONTINUE RELATIONSHIPS WITH FORMER STUDENTS AND FRIENDS OF THE UNIVERSITY AND PROVIDE INFORMATION ON THE PROGRESS OF TARLETON STATE UNIVERSITY

Program 2

TARLETON STATE UNIVERSITY EXCELLENCE IN TEACHING AWARD AND STUDENT ACHIEVEMENT AWARDS

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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 $36,269

Program Service Revenue $6,045

Investment Income $6,556

Other Revenue $334,151

TOTAL REVENUE $383,021

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $7,554

Program Expenses $93,942

Other Expenses $137,501

TOTAL EXPENSES $137,501

Year-over-Year Comparison

	2023	2022	Change
Revenue	$383,021	$209,963	+0.8%
Expenses	$137,501	$175,272	-0.2%
Net Income	$245,520	$34,691	+6.1%

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

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
BRIAN WARNER	PRESIDENT	2.00	Officer Director	$0	$0	$0
ED GONZALEZ	PRESIDENT EL	2.00	Officer Director	$0	$0	$0
GREG SCHOONMAKER	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
JILL PHARR	SECRETARY	2.00	Officer Director	$0	$0	$0
COLTON SHEFFIELD	TREASURER	2.00	Officer Director	$0	$0	$0
SUSAN POYNOR	KEEPER OF TH	2.00	Officer Director	$0	$0	$0
CLINT BILLINGSLEY	MARKETING	2.00	Officer Director	$0	$0	$0
MARCO BARRIENTES	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON BRYANT	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIDGETTE HAILE	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE HEAVYSIDE	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL HENNECH II	BOARD MEMBER	1.00	Director	$0	$0	$0
MERCEDES LANE	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY LOVE	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL MUNCEY	BOARD MEMBER	1.00	Director	$0	$0	$0
CHANCE PACK	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNN REED	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELE SIMMONDS	BOARD MEMBER	1.00	Director	$0	$0	$0
LOGAN SYNATZSKE	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE TABOR	BOARD MEMBER	1.00	Director	$0	$0	$0
KASEY TOWNSEND	BOARD MEMBER	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	No data	No data	No data	No data
2023	$383,021	$137,501	$875,294	$245,520
2022	$209,963	$175,272	$617,833	$34,691
2021	$151,220	$115,776	$594,403	$35,444
2020	$101,126	$133,294	$551,698	$-32,168
2019	$140,599	$133,014	$575,004	$7,585
2018	$82,124	$71,455	$558,728	$10,669