UNIVEST FOUNDATION

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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

2002

Legal Domicile

Principal Officer

BRITTANY L TRESSLER

Phone

2157212112

Tax Period

2024-07-01 to 2025-06-30

UNIVEST FOUNDATION, founded in 2002, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 6% surplus.

Mission

FOSTER CHARITABLE GIVING BY ASSISTING DONORS BUILD DONOR-DIRECTED ENDOWMENTS FOR THE LONG-TERM SUPPORT OF THE CAUSES RECOMMENDED BY DONORS WHICH QUALIFY AS BEING CHARITABLE UNDER SECTION 501(C)(3) OR OTHER QUALIFIED ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $1,337,373 Revenue: $117,465

ADMINISTRATION OF DONOR ADVISED FUNDS AND CHARITABLE GIFT ANNUITIES INCLUDING ANNUITANT PAYMENTS, PAYMENT ON MATURED CONTRACTS, AND CALCULATION OF CHANGE IN ACTUARIAL CHARITABLE GIFT ANNUITY...

ADMINISTRATION OF DONOR ADVISED FUNDS AND CHARITABLE GIFT ANNUITIES INCLUDING ANNUITANT PAYMENTS, PAYMENT ON MATURED CONTRACTS, AND CALCULATION OF CHANGE IN ACTUARIAL CHARITABLE GIFT ANNUITY OBLIGATIONS.

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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 $960,536

Program Service Revenue $117,465

Investment Income $424,021

Other Revenue $0

TOTAL REVENUE $1,502,022

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,337,373

Other Expenses $1,405,284

TOTAL EXPENSES $1,405,284

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,502,022	$1,082,775	+0.4%
Expenses	$1,405,284	$1,170,036	+0.2%
Net Income	$96,738	$-87,261	-2.1%

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

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
JOANNE O KLINE	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM VAN SANT	CHAIRPERSON	10.00	Officer Director	$0	$0	$0
MARCI SHANKWEILER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MARIA P ESPOSITO	SECRETARY	2.00	Officer Director	$0	$0	$0
BRITTANY L TRESSLER	TREASURER	2.00	Officer Director	$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	$1,502,022	$1,405,284	$13,849,388	$96,738
2024	$1,082,775	$1,170,036	$13,209,373	$-87,261
2023	$1,380,386	$1,109,899	$12,683,154	$270,487
2022	$1,064,806	$1,052,330	$12,472,061	$12,476
2021	$2,567,153	$2,630,581	$14,999,985	$-63,428
2020	$1,851,575	$1,310,716	$11,914,126	$540,859
2019	$1,174,278	$1,411,787	$11,396,494	$-237,509