UNIVERSITY OF NEW HAMPSHIRE FOUNDATION INCORPORATED (EIN 020437506) - 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

1989

Legal Domicile

Phone

6038621584

Tax Period

2023-07-01 to 2024-06-30

UNIVERSITY OF NEW HAMPSHIRE FOUNDATION INCORPORATED, founded in 1989, is a mid-sized nonprofit in the Education sector that reported $38.5M in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $43.8M exceeded revenue, resulting in a 14% operating deficit.

Mission

The mission is to coordinate the acquisition of private support with an emphasis on building the endowment for the benefit of the University of New Hampshire.

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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 (2023)

Revenue Breakdown

Contributions & Grants $23,435,883

Program Service Revenue $8,108,538

Investment Income $6,927,027

Other Revenue $37,066

TOTAL REVENUE $38,508,514

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,098,468

Fundraising Expenses $9,266,941

Program Expenses $30,528,220

Other Expenses $34,741,093

TOTAL EXPENSES $43,839,561

Year-over-Year Comparison

	2023	2022	Change
Revenue	$38,508,514	$48,194,063	-0.2%
Expenses	$43,839,561	$43,921,459	0.0%
Net Income	$-5,331,047	$4,272,604	-2.2%

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

$1,331,827

Total Directors

$1,331,827

Key Employees

$218,779

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Dean	UNH President	1.00	Officer Director	$0	$25,459	$712,007
Deborah Dutton Cox	UNHF President	40.00	Officer Director	$398,434	$33,000	$431,434
Susan McDonough	AVP Development	40.00	Key Emp	$198,809	$19,970	$218,779
Erik Gross	UNHF Treasurer	40.00	Officer Director	$169,177	$19,209	$188,386
Jennifer Lowery	Major Gift Officer	40.00	Highest	$164,805	$7,404	$172,209
Jacquelyn Overton	Managing Director Development	40.00	Highest	$165,136	$16,307	$181,443
Stacy Fender	Major Gift Officer	40.00	Highest	$162,638	$7,880	$170,518
Mary Horigan	Sr Executive Director	40.00	Highest	$140,696	$15,610	$156,306
Gina Damiano	Assistant Vice President	40.00	Highest	$122,797	$11,504	$134,301
Kevin Knarr	Chair	5.00	Director	$0	$0	$0
Katie Bouton	Vice Chair	5.00	Director	$0	$0	$0
Sue Pepin	Secretary	5.00	Director	$0	$0	$0
Jamie Burnett	Director	1.00	Director	$0	$0	$0
Michael Campbell	Director	1.00	Director	$0	$0	$0
Christine Carberry	Director	1.00	Director	$0	$0	$0
Andy Coville	Director	1.00	Director	$0	$0	$0
Samuel Despins	Director	1.00	Director	$0	$0	$0
Chris Dwyer	Director	1.00	Director	$0	$0	$0
Shawn Gorman	Director	1.00	Director	$0	$0	$0
David Hallal	Director	1.00	Director	$0	$0	$0
Thomas Hayes	Director	1.00	Director	$0	$0	$0
Henry Huntington	Director	1.00	Director	$0	$0	$0
Pauline Ikawa	Director	1.00	Director	$0	$0	$0
Tito Jackson	Director	1.00	Director	$0	$0	$0
Gregory Jansen	Director	1.00	Director	$0	$0	$0
Sarah Libbey	Director	1.00	Director	$0	$0	$0
Donna Lynne	Director	1.00	Director	$0	$0	$0
Ed Olefirowicz	Director	1.00	Director	$0	$0	$0
James Patrick IV	Director	1.00	Director	$0	$0	$0
Robert Phillips	Director	1.00	Director	$0	$0	$0
John Turner	Director	1.00	Director	$0	$0	$0
Sherry Young	Director	1.00	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	No data	No data	No data	No data
2024	$38,508,514	$43,839,561	$343,519,195	$-5,331,047
2023	$48,194,063	$43,921,459	$318,585,911	$4,272,604
2022	$51,609,942	$38,173,065	$292,565,997	$13,436,877
2021	$40,256,722	$40,999,009	$315,439,619	$-742,287
2020	$34,299,189	$34,605,931	$251,217,834	$-306,742
2019	$32,564,653	$30,770,982	$255,225,442	$1,793,671

UNIVERSITY OF NEW HAMPSHIRE FOUNDATION INCORPORATED