NATIONAL AMERICAN UNIVERSITY FOUND… - Form 990 Financial Data

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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

1967

Legal Domicile

Principal Officer

LINDA RABE

Phone

6057215200

Tax Period

2019-01-01 to 2019-12-31

NATIONAL AMERICAN UNIVERSITY FOUNDATION, founded in 1967, is a micro nonprofit that reported $21K in total revenue in fiscal year 2019. Revenue fell 77% from the prior year — a significant decline worth monitoring. Expenses of $496K exceeded revenue, resulting in a 2225% operating deficit.

Mission

TO PROVIDE SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE FOR HIGHER EDUCATION AND TO ENCOURAGE FUTURE CAREER SUCCESS.

Program Service Accomplishments

Program 1

Expenses: $86,700

48 STUDENTS BENEFITED FROM RECEIVING SCHOLARSHIPS TO OFFSET TUITION AT NATIONAL AMERICAN UNIVERSITY (NAU). NAU STUDENTS HAVE MADE THE DECISION TO INVEST IN THEMSELVES BY PURSUING HIGHER EDUCATION...

48 STUDENTS BENEFITED FROM RECEIVING SCHOLARSHIPS TO OFFSET TUITION AT NATIONAL AMERICAN UNIVERSITY (NAU). NAU STUDENTS HAVE MADE THE DECISION TO INVEST IN THEMSELVES BY PURSUING HIGHER EDUCATION. THE NAU FOUNDATION IS PROUD TO OFFER GENERAL AND TARGETED SCHOLARSHIPS TO AID THEM IN THEIR JOURNEYS AND RECOGNIZE THEIR ACADEMIC EXCELLENCE AND DEDICATION TO COMPLETING THEIR DEGREES.

Program 2

Expenses: $300,000

GRANTS TO NATIONAL AMERICAN UNIVERSITY ARE FOR DIRECT EDUCATIONAL EXPENSES, TO INCLUDE SALARIES AND EDUCATIONAL TRAINING. THE FOUNDATION RECEIVES FINANCIAL STATEMENTS FROM THE UNIVERSITY TO VERIFY...

GRANTS TO NATIONAL AMERICAN UNIVERSITY ARE FOR DIRECT EDUCATIONAL EXPENSES, TO INCLUDE SALARIES AND EDUCATIONAL TRAINING. THE FOUNDATION RECEIVES FINANCIAL STATEMENTS FROM THE UNIVERSITY TO VERIFY FUNDS WERE SPENT ON DIRECT EDUCATIONAL COSTS, AND NOT ON ADMINISTRATIVE COSTS.

Program 3

Expenses: $64,864

A DONATION OF COURSEWARE AND RELATED MATERIALS BY GEORGE A. BAKER III IS BEING MADE AVAILABLE TO THE FACULTY AND STAFF FOR USE IN THEIR DOCTORAL STUDIES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $8,957

Program Service Revenue $0

Investment Income $12,373

Other Revenue $0

TOTAL REVENUE $21,330

Expense Breakdown

Grants Paid $386,700

Salaries & Benefits $0

Fundraising Expenses $3,579

Program Expenses $451,564

Other Expenses $109,261

TOTAL EXPENSES $495,961

Year-over-Year Comparison

	2019	2018	Change
Revenue	$21,330	$91,313	-0.8%
Expenses	$495,961	$229,493	+1.2%
Net Income	$-474,631	$-138,180	+2.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERRY JOY	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
SUSAN LIVINGSTON	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES W OLSON	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
LINDA RABE	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN WALKER	TREASURER	2.00	Officer 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
2019	$21,330	$495,961	$615,320	$-474,631
2018	$91,313	$229,493	$739,704	$-138,180

NATIONAL AMERICAN UNIVERSITY FOUNDATION