METROPOLITAN STATE UNIVERSITY FOUN… - 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

1972

Legal Domicile

Principal Officer

RACHEL HUGHES

Phone

6517931830

Tax Period

2023-07-01 to 2024-06-30

METROPOLITAN STATE UNIVERSITY FOUNDATION, founded in 1972, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Net assets of $12.0M represent 108 months of operating reserves.

Mission

TO GENERATE PUBLIC AND PRIVATE SUPPORT AND AWARENESS FOR METROPOLITAN STATE UNIVERSITY.

Program Service Accomplishments

Program 1

Expenses: $435,172

TO PROVIDE SUPPORT TO THE VARIOUS UNIVERSITY ACADEMIC PROGRAMS AND SPECIAL INITIATIVES, ENABLING THE FURTHER STRENGTHENING OF THESE PROGRAMS. SIGNIFICANT PROGRAMS DEVELOPED AND ASSISTED WERE THE...

TO PROVIDE SUPPORT TO THE VARIOUS UNIVERSITY ACADEMIC PROGRAMS AND SPECIAL INITIATIVES, ENABLING THE FURTHER STRENGTHENING OF THESE PROGRAMS. SIGNIFICANT PROGRAMS DEVELOPED AND ASSISTED WERE THE URBAN EDUCATION PROGRAM, AND THE SAFE FUND PROGRAM, WHICH PROVIDES EMERGENCY FUNDING FOR STUDENT FINANCIAL EMERGENCIES

Program 2

Expenses: $648,035

TO PROVIDE SUPPORT TO STUDENTS WITH FINANCIAL NEED THROUGH THE FOUNDATION'S PRIVATELY FUNDED SCHOLARSHIP PROGRAM. APPROXIMATELY 550 SCHOLARSHIPS WERE AWARDED THIS YEAR

Program 3

Expenses: $9,967

THE ALUMNI ASSOCIATION IS TO GENERATE MAXIMUM PUBLIC AWARENESS FOR THE UNIVERSITY, TO RECOGNIZE THE ACCOMPLISHMENTS AND CONTRIBUTIONS OF ALUMNI AND FACULTY, INSPIRE PROSPECTIVE STUDENTS TO ATTEND THE UNIVERSITY, COLLABORATE WITH THE UNIVERSITY IN ITS EFFORT TO BUILD RELATIONSHIPS WITH ALUMNI AND CONSTITUENCY, AND HELP STUDENTS FOSTER A LIFELONG RELATIONSHIP WITH THE UNIVERSITY.

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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 $991,668

Program Service Revenue $0

Investment Income $314,847

Other Revenue $25,401

TOTAL REVENUE $1,331,916

Expense Breakdown

Grants Paid $1,083,207

Salaries & Benefits $0

Fundraising Expenses $58,447

Program Expenses $1,115,133

Other Expenses $253,332

TOTAL EXPENSES $1,336,539

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,331,916	$1,489,008	-0.1%
Expenses	$1,336,539	$1,105,903	+0.2%
Net Income	$-4,623	$383,105	-1.0%

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

N/A

Volunteers

109

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

$148,398

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL HUGHES	EXECUTIVE DI	40.00	Officer	$0	$23,112	$148,398
JOSEPH ELLIS	CHAIR	0.50	Officer Director	$0	$0	$0
JEANETTE AUGUSTSON	VICE CHAIR	0.50	Officer Director	$0	$0	$0
HARPREET ANAND	TREASURER	0.50	Officer Director	$0	$0	$0
OCHEN KAYLAN	SECRETARY	0.50	Officer Director	$0	$0	$0
ZEESHAN BAIG	TRUSTEE	0.10	Director	$0	$0	$0
CHRISTINE BOESE	TRUSTEE	0.10	Director	$0	$0	$0
WENDY BREKKEN	TRUSTEE	0.10	Director	$0	$0	$0
ROBERT CARTER	TRUSTEE	0.10	Director	$0	$0	$0
TONY GAGLIARDO	TRUSTEE	0.10	Director	$0	$0	$0
LAURA HAWKINS	TRUSTEE	0.10	Director	$0	$0	$0
EZELL JONES	TRUSTEE	0.10	Director	$0	$0	$0
SUHANTHI KAMESH	TRUSTEE	0.10	Director	$0	$0	$0
JAY LAUGHLIN	TRUSTEE	0.10	Director	$0	$0	$0
COLIN PARTRIDGE	TRUSTEE	0.10	Director	$0	$0	$0
BETH RUSSELL	TRUSTEE	0.10	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	No data	No data	No data	No data
2024	$1,331,916	$1,336,539	$12,019,192	$-4,623
2023	$1,489,008	$1,105,903	$11,284,796	$383,105
2022	$1,970,180	$1,060,679	$10,274,663	$909,501
2021	$1,326,333	$675,216	$10,710,514	$651,117
2020	$1,630,121	$783,494	$8,270,973	$846,627
2019	$777,134	$1,365,286	$7,698,013	$-588,152
2018	$1,545,298	$881,267	$7,975,976	$664,031

METROPOLITAN STATE UNIVERSITY FOUNDATION