UNIVERSITY OF NORTH FLORIDA FOUNDATION INC (EIN 237167701) - 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

1972

Legal Domicile

Principal Officer

SCOTT BENNETT

Phone

9046202790

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF NORTH FLORIDA FOUNDATION INC, founded in 1972, is a mid-sized nonprofit in the Education sector that reported $24.5M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $6.9M, a strong 28% operating margin.

Mission

THE UNIVERSITY OF NORTH FLORIDA FOUNDATION, INC., WHICH INCLUDES THE ALUMNI ASSOCIATION AND THE OSPREY CLUB, IS A NON-PROFIT ENTITY ORGANIZED TO PROVIDE FINANCIAL SUPPORT TO THE STUDENTS AND PROGRAMS OF THE UNF.

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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 $22,380,185

Program Service Revenue $558,684

Investment Income $1,462,137

Other Revenue $66,187

TOTAL REVENUE $24,467,193

Expense Breakdown

Grants Paid $7,594,864

Salaries & Benefits $3,383,943

Fundraising Expenses $2,344,667

Program Expenses $14,040,539

Other Expenses $6,622,696

TOTAL EXPENSES $17,601,503

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,467,193	$20,745,600	+0.2%
Expenses	$17,601,503	$18,449,604	0.0%
Net Income	$6,865,690	$2,295,996	+2.0%

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

387

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

$1,959,664

Total Directors

$2,151,506

Key Employees

$777,873

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MOEZ LIMAYEM	PRESIDENT	1.00	Officer Director	$0	$216,123	$921,469
SCOTT BENNETT	CFO/FDN TREASURER	1.00	Officer Director	$0	$97,776	$405,074
TERESA NICHOLS	EXECUTIVE DIRECTOR/SECRETARY	40.00	Officer Director	$23,483	$128,292	$411,365
MICHAEL MCLAUGHLIN	ASSISTANT VICE PRESIDENT - DEVELOPMENT OFFICER	1.00	Officer Director	$0	$48,354	$221,756
JAMES BEASLEY	EX-OFFICIO - FACULTY ASSOCIATION PRESIDENT	1.00	Director	$0	$30,097	$143,509
PAMELA CHALLY	INTERIM PROVOST AND VICE PRESIDENT FOR ACADEMIC	1.00	Director	$0	$0	$48,333
DWIGHT COOPER	CHAIR	1.00	Officer Director	$0	$0	$0
ANTHONY MARINATOS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHARLES CHUCK GED	PAST CHAIR/BOARD MEMBER	1.00	Officer Director	$0	$0	$0
KAWANZA HUMPHREY	BOARD MEMBER	1.00	Director	$0	$0	$0
NEERA SHETTY	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN SCHWARTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY RICE	BOARD MEMBER	1.00	Director	$0	$0	$0
ENRIQUE HENRY PUENTE	BOARD MEMBER	1.00	Director	$0	$0	$0
TRAVIS SHORE	BOARD MEMBER	1.00	Director	$0	$0	$0
ELANA SCHRADER	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN SCHANTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN RYZEWIC	BOARD MEMBER	1.00	Director	$0	$0	$0
CONCHITA ROBINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ALMETA MONROE-TURNER	BOARD MEMBER	1.00	Director	$0	$0	$0
MALINDA PRUDENCIO	BOARD MEMBER	1.00	Director	$0	$0	$0
DAMON OLINTO	BOARD MEMBER	1.00	Director	$0	$0	$0
RUSSELL NEWTON III	BOARD MEMBER	1.00	Director	$0	$0	$0
JORGE MORALES	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUG MOFFITT	BOARD MEMBER	1.00	Director	$0	$0	$0
VINCE MCCORMACK	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNE LUFRANO	BOARD MEMBER	1.00	Director	$0	$0	$0
IRENE LAZZARA	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORAH DEBBIE JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DEAN SUNAS	BOARD MEMBER	1.00	Director	$0	$0	$0
BENNIE CLARK	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN GOL	BOT REPRESENT	1.00	Director	$0	$0	$0
JOSEPH CHUCK MOORER	BOARD MEMBER	1.00	Director	$0	$0	$0
SHANTEL DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
MARGARET GELLATLY	BOARD MEMBER	1.00	Director	$0	$0	$0
AUSTIN CURT CUNKLE	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN BACHAND	BOARD MEMBER	1.00	Director	$0	$0	$0
ELANA DIETZ	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUGLAS BAER	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN HAYT	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON BURNETT	BOARD MEMBER	1.00	Director	$0	$0	$0
ALAN HARTLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER BRADY	BOARD MEMBER	1.00	Director	$0	$0	$0
CORINNE HODAK	BOARD MEMBER	1.00	Director	$0	$0	$0
ANN HICKS	BOARD MEMBER	1.00	Director	$0	$0	$0
RAJ GOSWANI	BOARD MEMBER	1.00	Director	$0	$0	$0
SAM INMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM LIGHTCAP	BOARD MEMBER	1.00	Director	$0	$0	$0
WHITNEY MEYER	BOARD MEMBER	1.00	Director	$0	$0	$0
PARIS OWENS	BOARD MEMBER	1.00	Director	$0	$0	$0
CLINT PYLE	BOARD MEMBER	1.00	Director	$0	$0	$0
SID ROBERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
LIOR SPRING	BOARD MEMBER	1.00	Director	$0	$0	$0
DEAN MEDLEY	EX OFFICIO - ALUMNI ASSOCIATION PRESIDENT	1.00	Director	$0	$0	$0
MIKE SKOGLUND	EX OFFICIO - OSPREY CLUB PRESIDENT	1.00	Director	$0	$0	$0
OLGA IGOLNIKOV	ASSOCIATE VICE PRESIDENT FOR FOUNDATION OPERATIONS	1.00	Key Emp	$19,951	$55,679	$254,150
KATHLEEN LEONE	SENIOR DIRECTOR OF DEVELOPMENT	1.00	Key Emp	$789	$46,446	$180,159
GABE GRASS	DIRECTOR OF CORPORATE RELATIONS AND MAJOR GIFTS	1.00	Key Emp	$0	$32,700	$161,967
ANNE-MARIE CAMPBELL	DIRECTOR OF DEVELOPMENT	1.00	Key Emp	$8,777	$53,709	$181,597
DAVID SZYMANSKI	FORMER OFFICER	0.00		$0	$74,661	$289,994

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	$24,467,193	$17,601,503	$247,122,703	$6,865,690
2024	$20,745,600	$18,449,604	$219,647,373	$2,295,996
2023	$17,199,983	$18,487,513	$201,370,943	$-1,287,530
2022	$37,925,600	$16,560,780	$189,463,504	$21,364,820
2021	$17,666,626	$10,777,868	$180,909,658	$6,888,758
2020	$9,431,721	$10,596,705	$151,822,227	$-1,164,984
2019	$10,824,096	$11,074,006	$149,628,896	$-249,910

UNIVERSITY OF NORTH FLORIDA FOUNDATION INC