The KU Endowment Charitable Gift Fund (EIN 200317170) - 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

2003

Legal Domicile

Phone

7858327400

Tax Period

2023-07-01 to 2024-06-30

The KU Endowment Charitable Gift Fund, founded in 2003, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $298K in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $295K, a strong 99% operating margin.

Mission

To support the charitable organizations specified in Schedule A, Part I

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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 $297,992

Other Revenue $0

TOTAL REVENUE $297,992

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $3,012

TOTAL EXPENSES $3,012

Year-over-Year Comparison

	2023	2022	Change
Revenue	$297,992	$216,011	+0.4%
Expenses	$3,012	$505,984	-1.0%
Net Income	$294,980	$-289,973	-2.0%

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

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

$2,202,433

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KURT D WATSON	CHAIR (VOLUNTEER)	0.1	Director	$0	$0	$0
LINDA ELLIS SIMS	SECRETARY (VOLUNTEER)	0.1	Director	$0	$0	$0
ROBERT D TAYLOR	VICE CHAIR ((VOLUNTEER)	0.1	Director	$0	$0	$0
DANIEL J MARTIN	PRESIDENT	0.1	Officer	$0	$93,513	$580,529
JAMES G CLARKE	TREASURER	0.1	Officer	$0	$142,399	$890,393
NANCY JACKSON	Senior VP for Development (starting Nov '23)	0.1	Officer	$0	$56,174	$253,051
STACY D NUSS	ASSISTANT SECRETARY	0.1	Officer	$0	$140,537	$478,460
D JEROME DAVIES	FORMER OFFICER	0.0		$0	$29,462	$215,033

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	$297,992	$3,012	$6,796,407	$294,980
2023	$216,011	$505,984	$6,338,236	$-289,973
2022	$382,607	$3,280	$6,647,188	$379,327
2021	$373,150	$1,751,752	$7,536,763	$-1,378,602
2020	$338,281	$2,713	$8,223,976	$335,568
2019	$375,324	$423,431	$8,160,352	$-48,107
2018	$1,211,355	$793,753	$8,213,220	$417,602

The KU Endowment Charitable Gift Fund