KUTZTOWN UNIVERSITY FOUNDATION INC (EIN 232256893) - 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

1982

Legal Domicile

Principal Officer

EDWARD T RICHMOND

Phone

6106831513

Tax Period

2024-07-01 to 2025-06-30

KUTZTOWN UNIVERSITY FOUNDATION INC, founded in 1982, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $19.4M in total revenue in fiscal year 2024. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.2M, a strong 37% operating margin.

Mission

TO RAISE FUNDS TO ASSIST IN DEVELOPING AND ENHANCING QUALITY EDUCATIONAL OPPORTUNITIES AT KUTZTOWN UNIVERSITY OF PENNSYLVANIA FOR ITS STUDENTS, FACULTY, ALUMNI AND THE GREATER KUTZTOWN UNIVERSITY COMMUNITY.

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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 $4,728,850

Program Service Revenue $5,683,420

Investment Income $8,912,533

Other Revenue $58,619

TOTAL REVENUE $19,383,422

Expense Breakdown

Grants Paid $3,063,457

Salaries & Benefits $2,705,405

Fundraising Expenses $1,623,044

Program Expenses $9,054,553

Other Expenses $6,404,633

TOTAL EXPENSES $12,173,495

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,383,422	$12,080,939	+0.6%
Expenses	$12,173,495	$10,060,434	+0.2%
Net Income	$7,209,927	$2,020,505	+2.6%

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

Volunteers

116

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

$537,860

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES PERKINS	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
DIANE PISCITELLI	BOARD MEMBER	2.00	Director	$0	$0	$0
MERRIC LARIVIERE	BOARD MEMBER	2.00	Director	$0	$0	$0
JEFFREY FUSSNER	BOARD MEMBER	2.00	Director	$0	$0	$0
KATHLEEN NOLAN STUARDI	BOARD MEMBER	2.00	Director	$0	$0	$0
KEVIN ROCK	BOARD MEMBER	2.00	Director	$0	$0	$0
CAROL GAUKER	BOARD MEMBER	2.00	Director	$0	$0	$0
MARILYN G STEWART	BOARD MEMBER	2.00	Director	$0	$0	$0
MARY GREEN	BOARD MEMBER	2.00	Director	$0	$0	$0
BOB MALAVET	BOARD MEMBER	2.00	Director	$0	$0	$0
NATHANIEL J WILLIAMS	BOARD MEMBER	2.00	Director	$0	$0	$0
NICO GOFFREDO	BOARD MEMBER	2.00	Director	$0	$0	$0
NORMAN INKPEN	BOARD MEMBER	5.00	Director	$0	$0	$0
SHARI VANDERGAST	BOARD MEMBER	2.00	Director	$0	$0	$0
PAUL PRESINZANO	BOARD MEMBER	2.00	Director	$0	$0	$0
SCOTT DORN	PRESIDENT	5.00	Officer Director	$0	$0	$0
SUSAN PICHINI	BOARD MEMBER	2.00	Director	$0	$0	$0
SUSAN ZIEGENFUS	SECRETARY	5.00	Officer Director	$0	$0	$0
THOMAS E KAUFFMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
TIMOTHY MASLUK	BOARD MEMBER	5.00	Director	$0	$0	$0
WILLIAM KREITZ	TREASURER	5.00	Officer Director	$0	$0	$0
WILLIS RAPP	BOARD MEMBER	2.00	Director	$0	$0	$0
DEAN D'AMICO	BOARD MEMBER	2.00	Director	$0	$0	$0
AMANDA D JACKOWSKI	BOARD MEMBER	2.00	Director	$0	$0	$0
ALEX OGEKA	EXECUTIVE DIRECTOR	50.00	Key Emp	$233,198	$45,899	$279,097
EDWARD T RICHMOND	ASSOCIATE EXECUTIVE DIRECT	50.00	Key Emp	$215,924	$42,839	$258,763
KATHLEEN MEISCHKE	CONTROLLER	50.00	Highest	$126,898	$34,543	$161,441

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	$19,383,422	$12,173,495	$83,405,483	$7,209,927
2024	$12,080,939	$10,060,434	$82,004,154	$2,020,505
2023	$10,853,620	$9,010,444	$79,554,069	$1,843,176
2022	$14,561,087	$9,498,756	$74,779,996	$5,062,331
2021	$13,333,511	$8,733,676	$80,034,121	$4,599,835
2020	$13,219,408	$8,378,905	$73,889,124	$4,840,503
2019	$11,133,198	$8,608,919	$73,169,245	$2,524,279
2018	$10,782,685	$7,386,341	$73,573,772	$3,396,344

KUTZTOWN UNIVERSITY FOUNDATION INC