WESLEY ALUMNI ASSOCIATION

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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

1982

Legal Domicile

Phone

3104743383

Tax Period

2021-01-01 to 2021-12-31

WESLEY ALUMNI ASSOCIATION, founded in 1982, is a small nonprofit that reported $218K in total revenue in fiscal year 2021. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $124K, a strong 57% operating margin.

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO THE UNITED METHODIST CHURCH (UMC) CAMPUS MINISTRY AT UCLA AND FINANCIAL ASSITANCE TO THE EDUCATION OF YOUTH THROUGH FINE ARTS SUPPORTING JUDEO-CHRISTIAN BELIEFS. FUNDS GET GENERATED BY INVESTING ENDOWMENT FUNDS AND DONATIONS FOR MEMBERS AND FRIENDS.

Program Service Accomplishments

Program 1

Expenses: $74,429

WESTWOOD FOUNDATION SERVING UCLA. FUND FOR PROGRAM OF THE FOUNDATION'S OUTREACH TO STUDENTS AT UCLA AND SCHOLARSHIP OF SEMINARY STUDENTS.

Program 2

Expenses: $18,607

WESTWOOD UNITED METHODIST CHURCH'S CHILDREN AND YOUTH MUSIC PROGRAM.

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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 $0

Program Service Revenue $0

Investment Income $217,522

Other Revenue $0

TOTAL REVENUE $217,522

Expense Breakdown

Grants Paid $75,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $93,036

Other Expenses $18,036

TOTAL EXPENSES $93,036

Year-over-Year Comparison

	2021	2020	Change
Revenue	$217,522	$249,392	-0.1%
Expenses	$93,036	$81,995	+0.1%
Net Income	$124,486	$167,397	-0.3%

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

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
RICHARD H KEAGY	PRESIDENT/TREAS	0.00	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
2021	$217,522	$93,036	$2,118,807	$124,486
2020	$249,392	$81,995	$1,994,321	$167,397