UNIVERSITY OF MISSISSIPPI FOUNDATION (EIN 237310293) - 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

1973

Legal Domicile

Principal Officer

MAGGIE ABERNATHY

Phone

6629155944

Tax Period

2023-07-01 to 2024-06-30

UNIVERSITY OF MISSISSIPPI FOUNDATION, founded in 1973, is a major nonprofit in the Education sector that reported $101.9M in total revenue in fiscal year 2023. The organization ran a surplus of $48.6M, a strong 48% operating margin.

Mission

THE FOUNDATION IS RESPONSIBLE FOR RECEIVING, RECEIPTING, INVESTING, AND DISTRIBUTING GIFTS FOR THE BENEFIT OF THE UNIVERSITY OF MISSISSIPPI.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $53,389,455

Program Service Revenue $2,646,332

Investment Income $45,395,257

Other Revenue $482,190

TOTAL REVENUE $101,913,234

Expense Breakdown

Grants Paid $45,492,749

Salaries & Benefits $4,389,520

Fundraising Expenses $2,963,316

Program Expenses $47,054,565

Other Expenses $3,121,566

TOTAL EXPENSES $53,310,971

Year-over-Year Comparison

	2023	2022	Change
Revenue	$101,913,234	$95,544,401	+0.1%
Expenses	$53,310,971	$45,448,713	+0.2%
Net Income	$48,602,263	$50,095,688	0.0%

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

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

$832,718

Total Directors

$399,924

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WENDELL W WEAKLEY	PRESIDENT/CEO	40.00	Officer Director	$323,414	$76,510	$399,924
JOHN W BARRETT	DIRECTOR	0.01	Director	$0	$0	$0
RAYMOND L BROWN JR	DIRECTOR	0.01	Director	$0	$0	$0
LAMPKIN H BUTTS	DIRECTOR	0.01	Director	$0	$0	$0
DON B CANNADA	DIRECTOR	0.01	Director	$0	$0	$0
W HUNTER CARPENTER	DIRECTOR	0.01	Director	$0	$0	$0
MARY SUSAN GALLIEN CLINTON	DIRECTOR	0.01	Director	$0	$0	$0
LEON COLLINS	DIRECTOR	0.01	Director	$0	$0	$0
ARTHUR M EDWARDS III	DIRECTOR	0.01	Director	$0	$0	$0
ROSE J FLENORL	DIRECTOR	0.01	Director	$0	$0	$0
T MICHAEL GLENN	DIRECTOR	0.01	Director	$0	$0	$0
CHRISTOPHER L HALEY	DIRECTOR	0.01	Director	$0	$0	$0
EDWARD A KREI	DIRECTOR	0.01	Director	$0	$0	$0
ROBERT H LAMPTON	DIRECTOR	0.01	Director	$0	$0	$0
C MATTHEW LUSCO	DIRECTOR	0.01	Director	$0	$0	$0
PATRICIA P MCCLURE	DIRECTOR	0.01	Director	$0	$0	$0
JOHNNY P MCRIGHT	DIRECTOR	0.01	Director	$0	$0	$0
KAREN B MOORE	DIRECTOR	0.01	Director	$0	$0	$0
CHARLES W NICHOLSON JR	DIRECTOR	0.01	Director	$0	$0	$0
WILFORD A PAYNE III	DIRECTOR	0.01	Director	$0	$0	$0
ELIZABETH J RANDALL	DIRECTOR	0.01	Director	$0	$0	$0
WILLIAM N REED	DIRECTOR	0.01	Director	$0	$0	$0
LEIGH ANNE TUOHY	DIRECTOR	0.01	Director	$0	$0	$0
BRUCE E WARE	DIRECTOR	0.01	Director	$0	$0	$0
ROBERT L WARNER JR	DIRECTOR	0.01	Director	$0	$0	$0
CHARLES WHITE JR	DIRECTOR	0.01	Director	$0	$0	$0
BRENT W WOOD	DIRECTOR	0.01	Director	$0	$0	$0
WILLIAM D YOUNG	DIRECTOR	0.01	Director	$0	$0	$0
GERALD M ABDALLA	DIRECTOR	0.01	Director	$0	$0	$0
MORROW BAILEY	DIRECTOR	0.01	Director	$0	$0	$0
DEAN J DOUGLAS	DIRECTOR	0.01	Director	$0	$0	$0
WILLIAM M HEREFORD	DIRECTOR	0.01	Director	$0	$0	$0
JEFFREY P HUBBARD	DIRECTOR	0.01	Director	$0	$0	$0
JONATHAN BO JONES	DIRECTOR	0.01	Director	$0	$0	$0
WILLIAM MICHAEL MCDONALD SR	DIRECTOR	0.01	Director	$0	$0	$0
CHARLES S O'MARA	DIRECTOR	0.01	Director	$0	$0	$0
SUZAN B THAMES	DIRECTOR	0.01	Director	$0	$0	$0
MAGGIE E ABERNATHY	TREASURER/CFO	40.00	Officer	$188,302	$41,321	$229,623
ANNA M LANGLEY	VICE PRESIDENT/SECRETARY	40.00	Officer	$165,765	$37,406	$203,171
LANCE FELKER	DIRECTOR OF IT	40.00	Highest	$132,250	$31,354	$163,604
CHRISTI BLAND	DIRECTOR OF ENDOWMENT	40.00	Highest	$104,000	$26,230	$130,230

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	$101,913,234	$53,310,971	$824,349,490	$48,602,263
2023	$95,544,401	$45,448,713	$755,235,379	$50,095,688
2022	$103,931,521	$46,485,556	$681,137,658	$57,445,965
2021	$64,727,887	$76,007,810	$716,526,476	$-11,279,923
2020	$82,053,951	$43,255,250	$603,814,315	$38,798,701
2019	$69,123,445	$39,713,618	$612,293,762	$29,409,827

UNIVERSITY OF MISSISSIPPI FOUNDATION