University of Arizona Alumni Association

Nonprofit profile at a glance

EIN
866052716
IRS 990 coverage
2009–2021
Forms available
Form 990 2021, Form 990-T 2021
Location
Tucson, AZ, USA
Phone
5206217576
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Alumni Associations

Official website

Reported finances

Revenue
$2,019,330
Expenses
$1,052,699
Assets
$0
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2021. Amounts in USD.

Leadership & pay

22 people listed

Executive titles in this filing

  • MELINDA BURKE (PRESIDENT)

People named in this filing

  • MELINDA BURKE (PRESIDENT)
  • RICKY HERNANDEZ (COO)
  • ALAN STEIN (VICE CHAIR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2021. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Cultivate lifelong connections, strengthen commitment to the university and inspire advocacy, engagement and giving.

What it reported doing in 2021

In connection with an agreement to integrate the activities of the association into the ua foundation, operations were ceased as of december 31, 2021 and all net assets were transferred to the ua foundation as of june 30, 2022.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 80
  • Transparency & Controls: 90
  • Accountability: 94
  • Sustainability: 54
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 96.2%; rating input score 96
  • Program expense ratio: 69.7%; rating input score 70
  • Fundraising efficiency: $8.61 raised per $1 spent on fundraising; rating input score 27; 27th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 6 of 7 controls in place; rating input score 86
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 47.9%; rating input score 91; 91st percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 0; 0th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 92; 92nd percentile among comparable filings

Growth

  • Program expense growth: -11.1% per year; rating input score 0; 4th percentile among comparable filings
  • Revenue growth: -2.8% per year; rating input score 0; 8th percentile among comparable filings
  • Asset growth: -1.4% per year; rating input score 0; 11th percentile among comparable filings

Details

  • Where the money goes: 96.2% of revenue deployed · 69.7% of spending went to programs
  • Governance: 22 of 22 board members independent · 6 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $734K in reported program spending
  • Leadership: top reported pay $0 · 22 people listed
  • Consistency: 19 of 19 current checks pass
  • Schedules: 5 filed schedules
  • Filing history: 13 filing years from 2009 to 2021
  • Contacts: How to reach this organization
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 27/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 0/100.
  • Review — Accountability: Governance controls: Form 990 shared with the board not reported.
  • High — Growth: Asset growth scored 0/100.