UNF CHARITABLE GIFT FUND (EIN 200288992) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Phone

4024581100

Tax Period

2024-07-01 to 2025-06-30

UNF CHARITABLE GIFT FUND, founded in 2003, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.8M in total revenue in fiscal year 2024. Revenue surged 275% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.3M, a strong 90% operating margin.

Mission

THE UNF CHARITABLE GIFT FUND WAS ESTABLISHED TO ENABLE DONORS TO MAKE CHARITABLE DONATIONS TO MULTIPLE ORGANIZATIONS, INCLUDING THE UNIVERSITY OF NEBRASKA.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,500,899

Program Service Revenue $0

Investment Income $340,631

Other Revenue $0

TOTAL REVENUE $5,841,530

Expense Breakdown

Grants Paid $338,887

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $338,887

Other Expenses $227,676

TOTAL EXPENSES $566,563

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,841,530	$1,558,713	+2.7%
Expenses	$566,563	$542,307	+0.0%
Net Income	$5,274,967	$1,016,406	+4.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

126

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

$878,849

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JODY OLSSON	CHAIR	1.0	Officer Director	$0	$0	$0
JOHN C MASSEY	FORMER DIRECTOR	1.0	Officer Director	$0	$0	$0
ANN K BRUNTZ	DIRECTOR	1.0	Director	$0	$0	$0
CANDY J HENNING	FORMER DIRECTOR	1.0	Director	$0	$0	$0
Mike Tavlin	Director	1.0	Director	$0	$0	$0
CELESTE C KNAPPER	VICE PRESIDENT & TREASURER	5.0	Officer	$0	$25,709	$207,076
KEITH D MILES	PRESIDENT	5.0	Officer	$0	$49,308	$319,059
MARGARET I STENEHJEM	CORPORATE SECRETARY	5.0	Officer	$0	$34,735	$154,582
STEPHEN R HILL	VICE PRESIDENT	5.0	Officer	$0	$29,660	$198,132

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	$5,841,530	$566,563	$13,635,461	$5,274,967
2024	$1,558,713	$542,307	$7,804,088	$1,016,406
2023	$649,699	$421,163	$5,942,614	$228,536
2022	$724,419	$444,066	$5,361,120	$280,353
2021	$264,846	$231,942	$2,928,599	$32,904
2020	$235,645	$217,409	$2,660,004	$18,236
2019	$9,088,564	$8,256,763	$2,700,964	$831,801
2018	$734,950	$1,329,080	$1,907,210	$-594,130

UNF CHARITABLE GIFT FUND