UCLA ALUMNI ASSOCIATION (EIN 952286986) - 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

1934

Legal Domicile

Principal Officer

JULIE SINA

Phone

3102068962

Tax Period

2024-07-01 to 2025-06-30

UCLA ALUMNI ASSOCIATION, founded in 1934, is a community nonprofit in the Education sector that reported $3.1M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $4.0M exceeded revenue, resulting in a 28% operating deficit.

Mission

THE MISSION OF THE UCLA ALUMNI ASSOCIATION IS TO ENRICH THE LIVES OF ALUMNI AND INVOLVE THEM IN THE FUTURE OF UCLA.

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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 $191,568

Program Service Revenue $873,545

Investment Income $921,656

Other Revenue $1,133,766

TOTAL REVENUE $3,120,535

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,144,026

Fundraising Expenses $0

Program Expenses $2,994,020

Other Expenses $849,959

TOTAL EXPENSES $3,993,985

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,120,535	$3,676,347	-0.2%
Expenses	$3,993,985	$4,197,806	0.0%
Net Income	$-873,450	$-521,459	+0.7%

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

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

$2,982,295

Total Directors

$921,730

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SINA JULIE	CEO & AVC	20.00	Officer Director	$0	$94,513	$509,845
RASMUSSON LEA	CFO	20.00	Officer Director	$0	$89,556	$411,885
RETANA PACO	PRESIDENT	1.00	Officer Director	$0	$0	$0
FLORES CINTHIA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHOI CATHY	SECRETARY	1.00	Officer Director	$0	$0	$0
LEW ED	TREASURER	1.00	Officer Director	$0	$0	$0
DAS SONIA	DIRECTOR	1.00	Director	$0	$0	$0
DICKAU DEVON	DIRECTOR	1.00	Director	$0	$0	$0
D'SOUZA SAMANTHA	DIRECTOR	1.00	Director	$0	$0	$0
ELLIS-SMITH STEPHANIE	DIRECTOR	1.00	Director	$0	$0	$0
FLOREZ DEAN	DIRECTOR	1.00	Director	$0	$0	$0
HARRIS CORETTA	DIRECTOR	1.00	Director	$0	$0	$0
MACLAUGHLIN CHRIS	DIRECTOR	1.00	Director	$0	$0	$0
MANSURE MANAF	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEWS COREY	DIRECTOR	1.00	Director	$0	$0	$0
PHAM JOSEPH	DIRECTOR	1.00	Director	$0	$0	$0
SAMARJIAN NATAIE	DIRECTOR	1.00	Director	$0	$0	$0
SANCHEZ MONICA	DIRECTOR	1.00	Director	$0	$0	$0
SAUCEDO MATT	DIRECTOR	1.00	Director	$0	$0	$0
VARDNER JOSPEH	DIRECTOR	1.00	Director	$0	$0	$0
ZSCHASCHEL DIANA	DIRECTOR	1.00	Director	$0	$0	$0
TURTELTAUB RHEA	VICE CHANCELLOR	1.00	Officer	$0	$148,612	$753,346
HUNT DARNELL	INTERIM CHANCELLOR	1.00	Officer	$0	$110,775	$714,124
BLOCK GENE D	CHANCELLOR (THRU JULY 2024)	1.00	Officer	$0	$102,329	$593,095

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	$3,120,535	$3,993,985	$16,551,492	$-873,450
2024	$3,676,347	$4,197,806	$17,406,239	$-521,459
2023	$3,201,824	$3,497,559	$16,627,980	$-295,735
2022	$2,714,416	$2,863,733	$16,385,274	$-149,317
2021	$2,720,692	$2,606,104	$18,983,733	$114,588

UCLA ALUMNI ASSOCIATION