EAST TEXAS A&M UNIVERSITY FOUNDATION (EIN 237076930) - 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

1970

Legal Domicile

Principal Officer

Devin Girod

Phone

9038865045

Tax Period

2023-09-01 to 2024-08-31

EAST TEXAS A&M UNIVERSITY FOUNDATION, founded in 1970, is a community nonprofit that reported $4.6M in total revenue in fiscal year 2023. Expenses of $4.0M left a modest 14% surplus.

Mission

Student scholarship awards and University support.

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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 $2,755,338

Program Service Revenue $0

Investment Income $1,737,305

Other Revenue $132,897

TOTAL REVENUE $4,625,540

Expense Breakdown

Grants Paid $3,751,171

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,928,557

Other Expenses $242,913

TOTAL EXPENSES $3,994,084

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,625,540	$4,807,751	0.0%
Expenses	$3,994,084	$3,454,279	+0.2%
Net Income	$631,456	$1,353,472	-0.5%

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
Brad Beers	Director	0.5	Director	$0	$0	$0
Earl R Bourland	Director	0.5	Director	$0	$0	$0
James C Champion	Director	0.5	Director	$0	$0	$0
James F Chester	Director	0.5	Director	$0	$0	$0
Hillery N Clark	Director	0.5	Director	$0	$0	$0
Zenetta Drew	Director	0.5	Director	$0	$0	$0
Holly Mulligan	Director	0.5	Director	$0	$0	$0
Tatiana Chamorro-Rivers	Director	0.5	Director	$0	$0	$0
Kathy Thrailkill	Director	0.5	Director	$0	$0	$0
Bruce Trego	Director	0.5	Director	$0	$0	$0
Faye Williams	Director	0.5	Director	$0	$0	$0
Will Cureton	Director	0.5	Director	$0	$0	$0
Stephen Raglund	Vice Chair-Elect Finance & Audit	0.5	Director	$0	$0	$0
Jandy Thompson	Director	0.5	Director	$0	$0	$0
Scott Wheeler	Director	0.5	Officer	$0	$0	$0
Dorthea Allen	Vice Chair-Elect Scholarships	0.5	Officer	$0	$0	$0
Sherman K Burns	Vice Chair Engagement	0.5	Officer	$0	$0	$0
Steven Dawson	Vice Chair-Elect Finance and Audit	0.5	Officer	$0	$0	$0
Mary Hendrix	Vice Chair-Elect Scholarships	0.5	Officer	$0	$0	$0
Tiffany L Miller	Vice Chair-Elect Philanthropy	0.5	Officer	$0	$0	$0
Mark A Murray	Chair	0.5	Officer	$0	$0	$0
Margaret A OConnor	Vice Chair Governance	0.5	Officer	$0	$0	$0
Scott Stahl	Vice Chair-Elect Governance	0.5	Officer	$0	$0	$0
Janis Stroope	Vice Chair Philanthropy	0.5	Officer	$0	$0	$0
Scott Ward	Vice Chair-Elect Engagement	0.5	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
2024	$4,625,540	$3,994,084	$39,243,169	$631,456
2023	$4,807,751	$3,454,279	$35,120,102	$1,353,472
2022	$3,972,899	$2,754,965	$33,269,406	$1,217,934
2021	$4,326,106	$8,553,913	$38,245,128	$-4,227,807
2020	$4,137,770	$2,151,025	$36,392,581	$1,986,745
2019	$3,695,676	$2,400,786	$34,256,785	$1,294,890

EAST TEXAS A&M UNIVERSITY FOUNDATION