AMERICAN ASSOCIATION OF UNIVERSITY… - Form 990 Financial Data

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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

1949

Legal Domicile

Principal Officer

KATHERINE OVEN

Phone

4087124138

Tax Period

2022-07-01 to 2023-06-30

AMERICAN ASSOCIATION OF UNIVERSITY WOMEN, founded in 1949, is a small nonprofit in the Education sector that reported $363K in total revenue in fiscal year 2022. Revenue surged 427% from the prior year, signaling strong growth momentum. The organization ran a surplus of $355K, a strong 98% operating margin.

Mission

TO ADVANCE GENDER EQUITY FOR WOMEN AND GIRLS THROUGH RESEARCH, EDUCATION, AND ADVACACY.

Program Service Accomplishments

Program 1

Expenses: $3,100 Revenue: $4,820

ACTIVITIES RELATED TO SERVING AND ENGAGING WITH OVER 250 MEMBERS AND THE GENERAL PUBLIC THROUGH MONTHLY INTEREST AND EDUCATIONAL PROGRAMS SUCH AS PUBLIC POLICY, GREAT DECISIONS, BOOK GROUPS, AND...

ACTIVITIES RELATED TO SERVING AND ENGAGING WITH OVER 250 MEMBERS AND THE GENERAL PUBLIC THROUGH MONTHLY INTEREST AND EDUCATIONAL PROGRAMS SUCH AS PUBLIC POLICY, GREAT DECISIONS, BOOK GROUPS, AND COMMUNITY SERICE PROGRAMS SUCH AS GIFTS FOR TEENS, NEIGHBORS HELPING NEIGHBORS; PLANNED EVENTS AT LOCAL UNIVERSITIES TO CONNECT STUDENTS TO AAUW SJ RESOURCES; COVERING ATTENDANCE FEES FOR 2 STUDENTS AT THE ANNUAL NATIONAL CONVERENCE FOR COLLEGE WOMEN STUDENT LEADERS. THE INCOME FOR THESE ENDEAVORS CAME FROM THE GENERAL FUND. THE 2022-23 BUDGET WAS $4820.

Program 2

Expenses: $327 Revenue: $400

MONTHLY NEWS LETTERS TO INFORM 250 PLUS MEMBERS ABOUT PLANNED ENRICHMENT AND EDUCATIONAL ACTIVITIES, AS WELL AS IN COMMUNITY ACTION PROJECTS. ALSO, AN ANNUAL HANDBOOK IS PUBLISHED AND DISTRIBUTED TO ALL MEMBERS THAT DESCRIBES THE 35 INTEREST GROUPS AND 4 COMMUNITY ACTION PROJECTS, AS WELL AS THE ORGANIZATIONS LEADERSHIP, MISSION, VISION, AND VALUES. THE INCOME WAS A BUDGET OF $400 FROM THE GENERAL FUND. TOTAL EXPENSES WERE $327.

Program 3

Expenses: $313 Revenue: $350

VIDEO CONFERENCING SESSIONS TO REMOTELY ENGAGE OVER 250 MEMBERS IN THE WORK OF THE ORGANIZATION, TO COMMUNICATE ACTION ITEMS AND PLANS, AND INFORM ABOUT PUBLIC POLICY INITIATIVES. THE INCOME BUDGET...

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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 (2022)

Revenue Breakdown

Contributions & Grants $365,206

Program Service Revenue $0

Investment Income $37

Other Revenue $-2,427

TOTAL REVENUE $362,816

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,740

Other Expenses $7,961

TOTAL EXPENSES $7,961

Year-over-Year Comparison

	2022	2021	Change
Revenue	$362,816	$68,879	+4.3%
Expenses	$7,961	$66,929	-0.9%
Net Income	$354,855	$1,950	+181.0%

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

N/A

Independent Members

N/A

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
SONIA WRIGHT	PRESIDENT	5.00	Officer	$0	$0	$0
PEG CARLSONBOWE	MEMBERSHIP CO VP	5.00	Officer	$0	$0	$0
KATHERINE OVEN	FINANCE OFFICIER	1.00	Officer	$0	$0	$0
JULIA HOWLETT	TREASURER	1.00	Officer	$0	$0	$0
ALICIA SILKA	SECRETARY	1.00	Officer	$0	$0	$0
LETICIA COWEN	MEMBERSHIP CO VP	1.00	Officer	$0	$0	$0
SARAH JANIGAN	MEMBERSHIP CO VP	1.00	Officer	$0	$0	$0
MONIKA RYSER	MEMBERSHIP CO VP	1.00	Officer	$0	$0	$0
SHIRLEY KARABIAN	AAUW FUNDS VP	1.00	Officer	$0	$0	$0
CATHERINE KILKEN	AAUW FUNDS VP	1.00	Officer	$0	$0	$0
PAUL BOWEN	BUILDINGS AND PROPERTIES CHAIR	2.00	Officer	$0	$0	$0
ELAINE BENOIT	GIFTS FOR TEENS CHAIR	1.00	Officer	$0	$0	$0
TYNKA DEES	LOCAL SCHOLARHSIPS CHAIR	1.00	Officer	$0	$0	$0
MARTY BEHLIER	COLLECT/UNIVERSITY RELATIONS	1.00	Officer	$0	$0	$0
MARY JANE VITKOVICH	NEIGHBORS HELPING NEIGHBORS CHAIR	1.00	Officer	$0	$0	$0
KARELLE CORNWELL	TECH TREK CHAIR	1.00	Officer	$0	$0	$0
SUSAN KARLINS	PUBLIC POLICY CHAIR	1.00	Officer	$0	$0	$0
MARGARET BARD	INTEREST GROUP COORDINATOR	1.00	Officer	$0	$0	$0
LINDA GOLDBERG	PARLIAMENTARIAN	1.00	Officer	$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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$362,816	$7,961	$684,083	$354,855

AMERICAN ASSOCIATION OF UNIVERSITY WOMEN