UNIVERSITY OF LOUISIANA MONROE FACILITIES INC (EIN 201116697) - 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

2004

Legal Domicile

Principal Officer

DAN ROBERTSON

Phone

3183421961

Tax Period

2023-07-01 to 2024-06-30

UNIVERSITY OF LOUISIANA MONROE FACILITIES INC, founded in 2004, is a mid-sized nonprofit in the Education sector that reported $12.3M in total revenue in fiscal year 2023. Revenue fell 62% from the prior year — a significant decline worth monitoring. Expenses of $15.8M exceeded revenue, resulting in a 29% operating deficit.

Mission

PROVIDE STUDENT HOUSING & OTHER STUDENT FACILITIES FOR THE UNIVERSITY OF LOUISIANA MONROE CAMPUS.

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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 $1,230,641

Program Service Revenue $10,742,980

Investment Income $315,713

Other Revenue $0

TOTAL REVENUE $12,289,334

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,809,333

Other Expenses $15,809,333

TOTAL EXPENSES $15,809,333

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,289,334	$31,947,649	-0.6%
Expenses	$15,809,333	$12,619,298	+0.3%
Net Income	$-3,519,999	$19,328,351	-1.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN ROBERTSON	PRESIDENT	N/A	Officer Director	$0	$0	$0
L J HOLLAND	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
CHRIS RINGO	DIRECTOR	N/A	Director	$0	$0	$0
TODD LITTLE	DIRECTOR	N/A	Director	$0	$0	$0
WILLIAM T GRAVES	DIRECTOR	N/A	Director	$0	$0	$0
KRISTI DAVIS	EXEC DIR	N/A	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	$12,289,334	$15,809,333	$89,083,299	$-3,519,999
2023	$31,947,649	$12,619,298	$96,818,798	$19,328,351
2022	$15,012,687	$9,587,678	$82,040,215	$5,425,009
2021	$9,877,784	$8,440,049	$72,613,079	$1,437,735
2020	$11,375,688	$9,195,436	$74,951,867	$2,180,252
2019	$11,036,178	$12,801,665	$76,599,801	$-1,765,487

UNIVERSITY OF LOUISIANA MONROE FACILITIES INC