NATIONAL UNIVERSITY FOUNDATION (EIN 201269904) - 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

2005

Legal Domicile

Principal Officer

KAREN WHITNEY

Phone

8586428100

Tax Period

2024-07-01 to 2025-06-30

NATIONAL UNIVERSITY FOUNDATION, founded in 2005, is a small nonprofit in the Education sector that reported $401K in total revenue in fiscal year 2024. Revenue surged 256% from the prior year, signaling strong growth momentum. The organization ran a surplus of $138K, a strong 34% operating margin.

Mission

CREATING AND NURTURING A CULTURE OF GIVING AND PHILANTHROPY THAT EXTENDS TO OUR STAFF, FACULTY, STUDENTS, GRADUATES, AND COMMUNITY PARTNERS. A CULTURE OF SHARED VALUES AND COLLECTIVE IMPACT, WHERE EVERY COMMUNITY MEMBER AND EVERY CONTRIBUTION STRENGTHENS OUR EDUCATIONAL MISSION AND BUILDS A LEGACY OF COMPASSION AND INNOVATION. IN AUGUST 2023 SYSTEM MANAGEMENT GROUP CHANGED ITS NAME TO NATIONAL UNIVERSITY FOUNDATION (NUF) WITH FUNDRAISING ACTIVITY COMMENCING IN 2024.

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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 $332,238

Program Service Revenue $0

Investment Income $0

Other Revenue $68,750

TOTAL REVENUE $400,988

Expense Breakdown

Grants Paid $0

Salaries & Benefits $262,793

Fundraising Expenses $93,270

Program Expenses $127,142

Other Expenses $0

TOTAL EXPENSES $262,793

Year-over-Year Comparison

	2024	2023	Change
Revenue	$400,988	$112,680	+2.6%
Expenses	$262,793	N/A	N/A
Net Income	$138,195	$112,680	+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

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

$2,290,837

Total Directors

$1,387,009

Key Employees

$348,461

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK MILLIRON	PRESIDENT/CEO	3.00	Officer Director	$0	$61,175	$1,053,175
JEANNE CONNELLY	CHAIR	0.50	Officer Director	$0	$0	$0
RICHARD CHISHOLM	TREASURER	0.50	Officer Director	$0	$0	$0
THOMAS TOPUZES	SECRETARY	0.50	Officer Director	$0	$0	$0
CHRISTOPHER GRAHAM	PRESIDENT BEG 6/25	0.00	Officer Director	$0	$32,021	$333,834
KAREN WHITNEY	CFO	3.00	Officer	$0	$61,878	$510,378
MICHELLE BELLO	ASSISTANT SECRETARY	3.00	Officer	$0	$37,135	$393,450
NANCY ROHLAND	EXECUTIVE DIRECTOR THRU 6/25	3.00	Key Emp	$0	$44,380	$348,461
DAVE LAWRENCE	FORMER CFO THRU 4/24	3.20		$0	$48,384	$467,655

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	$400,988	$262,793	$455,470	$138,195
2024	No data	No data	No data	No data
2023	$103,787,723	$115,229,132	No data	$-11,441,409
2022	$126,957,610	$141,616,792	$124,033,654	$-14,659,182
2021	$68,599,184	$73,001,029	$174,665,064	$-4,401,845
2020	$36,398,383	$69,939,985	$185,989,054	$-33,541,602
2019	$45,695,039	$86,390,397	$214,825,769	$-40,695,358
2018	$167,647,296	$49,736,475	$152,400,992	$117,910,821

NATIONAL UNIVERSITY FOUNDATION