OSWEGO UNIVERSITY FOUNDATION INC (EIN 150543477) - 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

1947

Legal Domicile

Principal Officer

MARK SLAYTON

Phone

3153125567

Tax Period

2024-07-01 to 2025-06-30

OSWEGO UNIVERSITY FOUNDATION INC, founded in 1947, is a community nonprofit in the Education sector that reported $8.7M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 16% operating margin.

Mission

RAISE AND MANAGE PRIVATE SUPPORT TO ADVANCE THE MISSION OF THE STATE UNIVERSITY OF NEW YORK AT OSWEGO. FOUNDED IN 1947, THE FOUNDATION WAS ESTABLISHED TO FOSTER, ENCOURAGE, PROMOTE AND SUPPORT THE SCIENTIFIC, LITERARY, EDUCATIONAL AND CULTURAL PURPOSES OF SUNY OSWEGO.

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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 $6,313,340

Program Service Revenue $0

Investment Income $823,070

Other Revenue $1,565,385

TOTAL REVENUE $8,701,795

Expense Breakdown

Grants Paid $3,139,164

Salaries & Benefits $0

Fundraising Expenses $235,094

Program Expenses $6,371,597

Other Expenses $4,167,835

TOTAL EXPENSES $7,306,999

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,701,795	$6,462,721	+0.3%
Expenses	$7,306,999	$5,337,585	+0.4%
Net Income	$1,394,796	$1,125,136	+0.2%

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

150

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

$1,093,313

Total Directors

$811,590

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER NWOSU	VICE PRESIDENT	0.50	Officer Director	$0	$0	$310,432
DOREEN MOCHRIE	CHAIR	0.50	Officer Director	$0	$0	$0
MARK BAUM	VICE CHAIR	0.50	Officer Director	$0	$0	$0
JAMES TRIANDIFLOU	SECRETARY	0.50	Officer Director	$0	$0	$0
MARY CANALE	PRESIDENT & VP FOR DEVELOP	22.50	Officer Director	$95,745	$0	$147,300
VICTORIA FURLONG	VP FOR ADMIN & FINANCE TREASURER	0.25	Officer Director	$0	$0	$269,283
TRAVIS HEATH WOOD	PRESIDENT	22.50	Officer Director	$54,974	$0	$84,575
MICHAEL DURNEY	MEMBER	0.50	Director	$0	$0	$0
ROSE CRANE	MEMBER	0.50	Director	$0	$0	$0
BILL BURNS	MEMBER	0.50	Director	$0	$0	$0
BOB GARRETT	MEMBER	0.50	Director	$0	$0	$0
MATT JENAL	MEMBER	0.50	Director	$0	$0	$0
MARCUS MCFEE-WALTERS	MEMBER	0.50	Director	$0	$0	$0
ROBERT MORITZ	MEMBER	0.50	Director	$0	$0	$0
COLLEEN MURPHY	MEMBER	0.50	Director	$0	$0	$0
WILLIAM SPINELLI	MEMBER	0.50	Director	$0	$0	$0
JOSEPH YACURA	MEMBER	0.50	Director	$0	$0	$0
DIANORA DE MARCO	MEMBER	0.50	Director	$0	$0	$0
JENNIFER SHROPSHIRE	MEMBER	0.50	Director	$0	$0	$0
JOSEPH COUGHLIN	MEMBER	0.50	Director	$0	$0	$0
THOMAS SCHNEIDER	MEMBER	0.50	Director	$0	$0	$0
KATHY BOWER	MEMBER	0.50	Director	$0	$0	$0
AL ROKER	MEMBER	0.50	Director	$0	$0	$0
JEFF RAGOVIN	MEMBER	0.50	Director	$0	$0	$0
JENNIFER CAREY	MEMBER	0.50	Director	$0	$0	$0
AUNREE HOUSTON	MEMBER	0.50	Director	$0	$0	$0
SUSANNAH SCHAEFER	MEMBER	0.50	Director	$0	$0	$0
JEFF KNAUSS	MEMBER	0.50	Director	$0	$0	$0
KENDIS GIBSON	MEMBER	0.50	Director	$0	$0	$0
THOMAS YATES	MEMBER	0.50	Director	$0	$0	$0
JANETTE HAUSLER	MEMBER	0.50	Director	$0	$0	$0
HOLLY REITMEIER	MEMBER	0.50	Director	$0	$0	$0
JANAYAH TOLBERT	MEMBER	0.50	Director	$0	$0	$0
MARK SLAYTON	ASST. VP OF A&D FINANCE, O	33.75	Officer	$165,715	$0	$174,437
LAURA PAVLUS KELLY	EXECUTIVE DIRECTOR/ EX OFF	1.00	Officer	$5,364	$0	$107,286

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	$8,701,795	$7,306,999	$89,514,703	$1,394,796
2024	$6,462,721	$5,337,585	$80,075,581	$1,125,136
2023	$5,698,993	$5,640,085	$69,375,479	$58,908
2022	$8,786,632	$4,431,624	$62,375,654	$4,355,008
2021	$4,191,729	$3,862,399	$63,676,396	$329,330
2020	$6,469,096	$4,629,950	$51,130,734	$1,839,146
2019	$4,631,091	$4,230,370	$47,690,472	$400,721
2018	$6,403,926	$4,702,407	$44,877,278	$1,701,519

OSWEGO UNIVERSITY FOUNDATION INC