UNIVERSITY OF ARIZONA ALUMNI ASSOCIATION (EIN 866052716) - 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

1956

Legal Domicile

Principal Officer

CRAIG BARKER

Phone

5206217576

Tax Period

2021-07-01 to 2022-06-30

UNIVERSITY OF ARIZONA ALUMNI ASSOCIATION, founded in 1956, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2021. Revenue fell 39% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $967K, a strong 48% operating margin.

Mission

CULTIVATE LIFELONG CONNECTIONS, STRENGTHEN COMMITMENT TO THE UNIVERSITY AND INSPIRE ADVOCACY, ENGAGEMENT AND GIVING.

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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 (2021)

Revenue Breakdown

Contributions & Grants $46,433

Program Service Revenue $198,004

Investment Income $1,487,413

Other Revenue $287,480

TOTAL REVENUE $2,019,330

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $5,394

Program Expenses $733,872

Other Expenses $1,052,699

TOTAL EXPENSES $1,052,699

Year-over-Year Comparison

	2021	2020	Change
Revenue	$2,019,330	$3,295,631	-0.4%
Expenses	$1,052,699	$3,659,703	-0.7%
Net Income	$966,631	$-364,072	-3.7%

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
MELINDA BURKE	PRESIDENT	40.00	Officer	$0	$0	$0
RICKY HERNANDEZ	COO	40.00	Officer	$0	$0	$0
ALAN STEIN	VICE CHAIR	3.00	Director	$0	$0	$0
CHANTALL HAMMOND	BOARD MEMBER	0.25	Director	$0	$0	$0
LUCY VALENCIA	BOARD MEMBER	0.25	Director	$0	$0	$0
JESSIE BUSTAMONTE	BOARD MEMBER	0.25	Director	$0	$0	$0
DANA CAMPBELL	BOARD MEMBER	0.25	Director	$0	$0	$0
LISA HARTER	BOARD MEMBER	0.25	Director	$0	$0	$0
DON POWELL	BOARD MEMBER	0.25	Director	$0	$0	$0
BRAD BUTLER	BOARD MEMBER	0.25	Director	$0	$0	$0
KERRY STRATFORD	BOARD MEMBER	0.25	Director	$0	$0	$0
TRAVIS CHESTER	BOARD MEMBER	0.25	Director	$0	$0	$0
GRAVEN PREST	BOARD MEMBER	0.25	Director	$0	$0	$0
GAIN JUE	BOARD MEMBER	0.25	Director	$0	$0	$0
CORTEZ SMITH	BOARD MEMBER	0.25	Director	$0	$0	$0
MARK VILLALPANDO	BOARD MEMBER	0.25	Director	$0	$0	$0
BENJAMIN TAYLOR	BOARD MEMBER	0.25	Director	$0	$0	$0
KIM GRACE SABOW	BOARD MEMBER	0.25	Director	$0	$0	$0
CHAD BECKER	BOARD MEMBER	0.25	Director	$0	$0	$0
CINDY KLINGBERG	BOARD MEMBER	0.25	Director	$0	$0	$0
SHELLEY HUFF	BOARD MEMBER	0.25	Director	$0	$0	$0
CHARLIE LUCERO	BOARD MEMBER	0.25	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
2022	$2,019,330	$1,052,699	No data	$966,631
2021	$2,342,950	$838,660	$10,826,153	$1,504,290
2020	$3,295,631	$3,659,703	$10,483,265	$-364,072
2019	$4,323,809	$4,130,642	$11,338,337	$193,167
2018	$4,271,349	$3,766,810	$11,084,502	$504,539

UNIVERSITY OF ARIZONA ALUMNI ASSOCIATION