UNIVERSITY OF NORTH TEXAS FOUNDATION INC (EIN 237232618) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Phone

9405654555

Tax Period

2024-09-01 to 2025-08-31

UNIVERSITY OF NORTH TEXAS FOUNDATION INC, founded in 1972, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $20.5M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $6.3M, a strong 31% operating margin.

Mission

THE UNIVERSITY OF NORTH TEXAS FOUNDATION, INC. SERVES AS UNT'S STRATEGIC PARTNER IN MANAGING AND GROWING PRIVATE ASSETS FOR SUPPORT OF THE UNIVERSITY'S MISSION. UNTF'S CONTINUITY, FLEXIBILITY, AND CREATIVE SOLUTIONS CONTRIBUTE TO FULLY REALIZING UNT'S POTENTIAL.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $8,547,913

Program Service Revenue $1,808,473

Investment Income $8,786,347

Other Revenue $1,354,746

TOTAL REVENUE $20,497,479

Expense Breakdown

Grants Paid $12,371,865

Salaries & Benefits $1,548,561

Fundraising Expenses $0

Program Expenses $12,371,865

Other Expenses $228,444

TOTAL EXPENSES $14,148,870

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,497,479	$24,290,731	-0.2%
Expenses	$14,148,870	$12,355,070	+0.1%
Net Income	$6,348,609	$11,935,661	-0.5%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

250

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

$980,933

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNETTE GILLIS	President & CEO	40.00	Officer	$396,600	$23,000	$419,600
ZED E STEPHENS	Vice President	40.00	Officer	$244,976	$30,500	$275,476
MOLLY H MORGAN	Vice President	40.00	Officer	$132,349	$15,997	$148,346
KAREN RAITZ	CFO	40.00	Officer	$121,966	$15,545	$137,511
WESLEY DAVIS	CONTROLLER (PAST)	40.00		$118,433	$7,876	$126,309
JIM MCNATT	Director	2.00	Director	$0	$0	$0
TREY CRAWFORD	Director	2.00	Director	$0	$0	$0
SONJA RODGERS	Director	2.00	Director	$0	$0	$0
THOMAS E MUIR	Director	2.00	Officer Director	$0	$0	$0
HARRY JOE	Director	2.00	Officer Director	$0	$0	$0
BOB SHERMAN	Director	2.00	Director	$0	$0	$0
BRAD BOURLAND	Director	2.00	Director	$0	$0	$0
CHARLIE SMITH	Director	2.00	Director	$0	$0	$0
SAM GOLDEN	Director	2.00	Officer Director	$0	$0	$0
BEN JOYNER	Director	2.00	Officer Director	$0	$0	$0
MICHAEL BURGESS	Director	2.00	Director	$0	$0	$0
RYAN FARHA	Director	2.00	Director	$0	$0	$0
DREW SPRINGER SR	Director	2.00	Director	$0	$0	$0
JAIME GRASSI	Director	2.00	Director	$0	$0	$0
DIANN HUBER	Director	2.00	Director	$0	$0	$0
C DAN SMITH	Director	2.00	Director	$0	$0	$0
GAYLE STRANGE	Director	2.00	Director	$0	$0	$0
JONATHON FITE	Director	2.00	Director	$0	$0	$0
RANDY ROBASON	Director	2.00	Director	$0	$0	$0
CHRIS WATTS	Director	2.00	Director	$0	$0	$0
DELI COLE LEONCE	Director	2.00	Director	$0	$0	$0
GILBERT GERST	Director	2.00	Director	$0	$0	$0
MARY MATRANGA	Director	2.00	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
2025	$20,497,479	$14,148,870	$415,501,653	$6,348,609
2024	$24,290,731	$12,355,070	$370,133,706	$11,935,661
2023	$20,752,064	$12,775,921	$324,598,736	$7,976,143
2022	$18,135,985	$12,300,361	$307,856,436	$5,835,624
2021	$20,812,330	$14,743,046	$346,436,025	$6,069,284
2020	$18,683,954	$9,582,583	$288,690,208	$9,101,371
2019	$45,651,379	$8,114,616	$257,028,175	$37,536,763
2018	$31,125,895	$7,730,919	$382,090,192	$23,394,976

UNIVERSITY OF NORTH TEXAS FOUNDATION INC