UNIVERSITY OF WASHINGTON ALUMNI ASSOCIATION (EIN 910450697) - 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

1937

Legal Domicile

Principal Officer

PAUL RUCKER

Phone

2066859093

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF WASHINGTON ALUMNI ASSOCIATION, founded in 1937, is a community nonprofit in the Education sector that reported $5.3M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 32% operating margin.

Mission

THE UNIV. OF WASHINGTON ALUMNI ASSOC. SUPPORTS & PROMOTES THE INTERESTS OF THE UNIVERSITY AND HIGHER ED BY OFFERING OPPORTUNITIES FOR MEMBERS TO CONNECT WITH THEIR ALMA MATER.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,278,386

Program Service Revenue $199,638

Investment Income $2,227,814

Other Revenue $1,625,142

TOTAL REVENUE $5,330,980

Expense Breakdown

Grants Paid $0

Salaries & Benefits $464,267

Fundraising Expenses $0

Program Expenses $2,615,684

Other Expenses $3,135,594

TOTAL EXPENSES $3,599,861

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,330,980	$4,345,886	+0.2%
Expenses	$3,599,861	$3,435,374	+0.0%
Net Income	$1,731,119	$910,512	+0.9%

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

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
MARK OSTERSMITH	PRESIDENT	10.00	Officer Director	$0	$0	$0
JOE M DAVIS II	PAST PRESIDENT	4.00	Officer Director	$0	$0	$0
KRIS LAMBRIGHT	PAST PRESIDENT (THRU 07/24)	4.00	Officer Director	$0	$0	$0
SABRINA TAYLOR	PRESIDENT-ELECT	4.00	Officer Director	$0	$0	$0
SKYLER BROWN	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
AGGIE CLARK	TREASURER (START 08/24)	4.00	Officer Director	$0	$0	$0
DANIELLE DUCRE	SECRETARY	4.00	Officer Director	$0	$0	$0
MINA SYLVIA	SECRETARY (THRU 07/24)	4.00	Officer Director	$0	$0	$0
MATT ECHOHAWK-HAYASHI	ASSISTANT SECRETARY/LAC CHAIR	4.00	Officer Director	$0	$0	$0
ERIN MCCALLUM	ASSISTANT SEC/LAC CH (THRU 07/24)	4.00	Officer Director	$0	$0	$0
JOHN AMAYA	TRUSTEE	2.00	Director	$0	$0	$0
KIRSTI ROCHON	TRUSTEE (START 08/24)	2.00	Director	$0	$0	$0
ISABEAU ROSEN	TRUSTEE (START 08/24)	2.00	Director	$0	$0	$0
JANET PHAN	TRUSTEE	2.00	Director	$0	$0	$0
ROMAN TRUJILLO	TRUSTEE	2.00	Director	$0	$0	$0
PATRICK JENNY	TRUSTEE	2.00	Director	$0	$0	$0
HEATHER RATCLIFFE	TRUSTEE	2.00	Director	$0	$0	$0
CAELEN BALL	TRUSTEE	2.00	Director	$0	$0	$0
CRISTIAN WULF	TRUSTEE	2.00	Director	$0	$0	$0
GIULIANA CONTI	TRUSTEE	2.00	Director	$0	$0	$0
DANIELA BAAH	TRUSTEE (START 08/24)	2.00	Director	$0	$0	$0
DANIEL JAHN	TRUSTEE (START 08/24)	2.00	Director	$0	$0	$0
HAL FERRIS	TRUSTEE (START 08/24)	2.00	Director	$0	$0	$0
DEBORAH FOURNIER	TRUSTEE (THRU 07/24)	2.00	Director	$0	$0	$0
SOLYNN MCCURDY	TRUSTEE (THRU 07/24)	2.00	Director	$0	$0	$0
COURTNEY ACOFF	TRUSTEE (THRU 07/24)	2.00	Director	$0	$0	$0
JIM HINZ	TRUSTEE (START 08/24)	2.00	Director	$0	$0	$0
KYLE STANTON SMITH	TRUSTEE	2.00	Director	$0	$0	$0
EUGENE SABURI	TRUSTEE	2.00	Director	$0	$0	$0
ELEANOR FALLA	TRUSTEE (START 08/24)	2.00	Director	$0	$0	$0
ALISHIA AGEE-COOPER	TRUSTEE	2.00	Director	$0	$0	$0
JACQUE JULIEN	TRUSTEE (THRU 07/24)	2.00	Director	$0	$0	$0
PAUL RUCKER	EXECUTIVE DIRECTOR, EX OFFICIO	4.00	Officer	$0	$0	$0
COURTNEY ACITELLI	SENIOR DIRECTOR	40.00	Highest	$158,680	$20,277	$178,957

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	$5,330,980	$3,599,861	$27,742,357	$1,731,119
2024	$4,345,886	$3,435,374	$26,039,449	$910,512
2023	$3,284,001	$3,079,185	$24,086,159	$204,816
2022	$3,271,568	$2,948,173	$23,693,239	$323,395
2021	$2,885,363	$2,975,462	$25,037,147	$-90,099
2020	$3,614,650	$3,167,378	$20,164,892	$447,272
2019	$4,105,614	$4,015,204	$20,264,275	$90,410
2018	$4,048,361	$3,638,555	$19,968,658	$409,806

UNIVERSITY OF WASHINGTON ALUMNI ASSOCIATION