NORTHERN KENTUCKY UNIVERSITY RESEARCH FOUNDATION INC (EIN 201787893) - 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

2006

Legal Domicile

Principal Officer

PETER M HOFFMANN PHD

Phone

8595725136

Tax Period

2024-07-01 to 2025-06-30

NORTHERN KENTUCKY UNIVERSITY RESEARCH FOUNDATION INC, founded in 2006, is a community nonprofit in the Education sector that reported $3.7M in total revenue in fiscal year 2024.

Mission

THE PRIMARY PURPOSE OF THE RESEARCH FOUNDATION IS TO PROMOTE AND IMPLEMENT SCIENTIFIC AND EDUCATIONAL ACTIVITIES FOR NORTHERN KENTUCKY UNIVERSITY THROUGH THE COORDINATION OF EXTRAMURALLY SPONSORED AND NKU FOUNDATION, INC. SUPPORTED PROGRAMS, INCLUDING ADMINISTRATION OF CONSERVATION EASEMENTS.

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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 $3,651,035

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,651,035

Expense Breakdown

Grants Paid $3,545,875

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,545,875

Other Expenses $0

TOTAL EXPENSES $3,545,875

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,651,035	$3,652,870	0.0%
Expenses	$3,545,875	$3,608,121	0.0%
Net Income	$105,160	$44,749	+1.3%

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

$634,042

Total Directors

$1,569,493

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS CALVERT	TREASURER	1.00	Officer Director	$0	$37,055	$220,920
DR DAVID TATAW	DIRECTOR	1.00	Director	$0	$49,523	$173,662
MR MATTHEW DELANEY	DIRECTOR	1.00	Director	$0	$0	$0
DR MAUREEN DOYLE	VICE CHAIR	1.00	Officer Director	$0	$22,350	$135,286
MR HAWKINS WARNER	DIRECTOR	1.00	Director	$0	$17,096	$85,496
MR CRAIG HOLLOMAN	EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$28,049	$120,622
DR AMANDA KOOL	DIRECTOR	1.00	Director	$0	$0	$0
DR SAMANTHA LANGLEY	CHAIR	1.00	Officer Director	$0	$31,853	$157,214
DR DIANA MCGILL	DIRECTOR	1.00	Director	$0	$54,526	$313,165
DR DEKUWMINI MORNAH	DIRECTOR	1.00	Director	$0	$41,668	$165,529
DR BETHANY BOWLING	DIRECTOR	1.00	Director	$0	$43,648	$197,599
MR DOV ROSENBERG	SECRETARY	1.00	Officer Director	$0	$0	$0
MR SEAN RUGLESS	DIRECTOR	1.00	Director	$0	$0	$0
DR LARRY WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
NANCY KOORS	DIRECTOR	1.00	Director	$0	$0	$0
MS KIM BANHAM	DIRECTOR	1.00	Officer	$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	$3,651,035	$3,545,875	$1,853,796	$105,160
2024	$3,652,870	$3,608,121	$2,034,552	$44,749
2023	$3,231,014	$3,241,686	$1,719,031	$-10,672
2022	$2,632,236	$2,388,520	$1,687,929	$243,716
2022	$7,339,516	$3,856,010	$17,172,069	$3,483,506
2021	$2,359,425	$2,204,427	$1,426,112	$154,998
2020	$2,338,286	$2,257,213	$12,969,153	$81,073
2019	$2,072,721	$2,013,285	$12,474,433	$59,436

NORTHERN KENTUCKY UNIVERSITY RESEARCH FOUNDATION INC