UW EUGENE HIGGINS CHAR TRUST NMA (EIN 136073358) - 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

1948

Legal Domicile

Principal Officer

SAME AS ABOVE

Phone

8888663275

Tax Period

2023-01-01 to 2023-12-31

UW EUGENE HIGGINS CHAR TRUST NMA, founded in 1948, is a mid-sized nonprofit in the Education sector that reported $12.1M in total revenue in fiscal year 2023. Revenue surged 114% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.7M, a strong 22% operating margin.

Mission

TO SUPPORT THE UNIVERSITIES OF COLUMBIA, HARVARD, PRINCETON AND YALE

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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 $0

Program Service Revenue $0

Investment Income $12,139,687

Other Revenue $0

TOTAL REVENUE $12,139,687

Expense Breakdown

Grants Paid $8,276,488

Salaries & Benefits $780,267

Fundraising Expenses $0

Program Expenses $9,056,755

Other Expenses $363,798

TOTAL EXPENSES $9,420,553

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,139,687	$5,674,204	+1.1%
Expenses	$9,420,553	$9,417,773	+0.0%
Net Income	$2,719,134	$-3,743,569	-1.7%

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

N/A

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
N/A	TRUSTEE	1.0		$780,267	$0	$780,267

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
2024	No data	No data	No data	No data
2023	$12,139,687	$9,420,553	$191,972,580	$2,719,134
2022	$5,674,204	$9,417,773	$189,261,519	$-3,743,569
2021	$32,131,659	$9,112,920	$194,077,327	$23,018,739
2020	$3,738,970	$8,433,852	$166,016,632	$-4,694,882
2019	$4,864,233	$8,201,396	$170,309,223	$-3,337,163

UW EUGENE HIGGINS CHAR TRUST NMA