PORTLAND STATE UNIVERSITY ALUMNI ASSOCIATION (EIN 931309774) - 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

2000

Legal Domicile

Principal Officer

STACEY HENRIQUEZ

Phone

5037255863

Tax Period

2021-07-01 to 2022-01-31

PORTLAND STATE UNIVERSITY ALUMNI ASSOCIATION, founded in 2000, is a small nonprofit that reported $743K in total revenue in fiscal year 2021. Revenue surged 70% from the prior year, signaling strong growth momentum. Expenses of $2.0M exceeded revenue, resulting in a 169% operating deficit.

Mission

TO CHAMPION A LIFE-LONG RELATIONSHIP BETWEEN PORTLAND STATE UNIVERSITY AND ITS ALUMNI.

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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 $2,168

Program Service Revenue $8,815

Investment Income $731,866

Other Revenue $0

TOTAL REVENUE $742,849

Expense Breakdown

Grants Paid $1,948,517

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,982,420

Other Expenses $50,423

TOTAL EXPENSES $1,998,940

Year-over-Year Comparison

	2021	2020	Change
Revenue	$742,849	$436,468	+0.7%
Expenses	$1,998,940	$89,381	+21.4%
Net Income	$-1,256,091	$347,087	-4.6%

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

$154,162

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ED JOHNSON	PRESIDENT	0.25	Director	$0	$0	$0
VERA SELL	VICE PRESIDENT	0.25	Director	$0	$0	$0
CHRIS LIDDLE	TRESURER	0.25	Director	$0	$0	$0
ERIC BROWN	TRUSTEE	0.25	Director	$0	$0	$0
GREG MEYER	TRUSTEE	0.25	Director	$0	$0	$0
ERIC NOLL	TRUSTEE	0.25	Director	$0	$0	$0
LORI HEINO-ROYER	TRUSTEE	0.25	Director	$0	$0	$0
DAN ADAMS	TRUSTEE	0.25	Director	$0	$0	$0
SEAN ZIMMERMAN	TRUSTEE	0.25	Director	$0	$0	$0
ANGELA WYKOFF	TRUSTEE	0.25	Director	$0	$0	$0
TRUDY TOLIVER	TRUSTEE	0.25	Director	$0	$0	$0
KHANG TRAN	TRUSTEE	0.25	Director	$0	$0	$0
AL FITZPATRICK	TRUSTEE	0.25	Director	$0	$0	$0
BILL LEMMAN	TRUSTEE	0.25	Director	$0	$0	$0
MARY CONIGLIO	EXECUTIVE DIRECTOR ALUMNI RELATIONS	40.00	Officer	$0	$31,070	$154,162

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	$742,849	$1,998,940	No data	$-1,256,091
2021	$436,468	$89,381	$2,277,803	$347,087
2020	$135,490	$189,422	$1,528,128	$-53,932
2019	$202,627	$236,668	$1,684,736	$-34,041

PORTLAND STATE UNIVERSITY ALUMNI ASSOCIATION