University of Massachusetts Dartmouth Foundation (EIN 237336988) - 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

1973

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

University of Massachusetts Dartmouth Foundation, founded in 1973, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $3.2M exceeded revenue, resulting in a 44% operating deficit.

Mission

The Organization provides financial assistance for educational programming of the University of Massachusetts Dartmouth. The Organization funds research, awards, seminars and instruction as well as need-based and merit scholarships to students of 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 $731,288

Program Service Revenue $0

Investment Income $1,515,060

Other Revenue $0

TOTAL REVENUE $2,246,348

Expense Breakdown

Grants Paid $2,880,408

Salaries & Benefits $0

Fundraising Expenses $3,427

Program Expenses $3,220,580

Other Expenses $364,815

TOTAL EXPENSES $3,245,223

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,246,348	$1,778,809	+0.3%
Expenses	$3,245,223	$3,047,608	+0.1%
Net Income	$-998,875	$-1,268,799	-0.2%

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

$1,572,442

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mark Fuller	Presidentex officio member	1.00	Director	$0	$0	$625,284
Ramprasad Balasubramanian	Director exofficio member	1.00	Director	$0	$0	$301,135
Christine Doyle	Assistant Treasurer ex offic	1.00	Director	$0	$0	$265,334
Dean Hickey	Former Executive Director	1.00		$0	$0	$260,260
Theresa Curry	Executive Director	1.00	Director	$0	$0	$245,230
Brian Ayotte	Director ex officio member	1.00	Director	$0	$0	$135,459
Robert Gauvin	Director	1.00	Director	$0	$0	$0
Jan Reynolds	Director	1.00	Director	$0	$0	$0
Anthony Buttafoco	Director ex officio member	1.00	Director	$0	$0	$0
Carol Rego	Director	1.00	Director	$0	$0	$0
Mark Minichiello	Director	1.00	Director	$0	$0	$0
Gerald Hall	Director	1.00	Director	$0	$0	$0
Brian Kelly	Director ex officio member	1.00	Director	$0	$0	$0
Joseph Augustyn	Director	1.00	Director	$0	$0	$0
Peter deSilva	Director	1.00	Director	$0	$0	$0
Dena Xifaras	Director	1.00	Director	$0	$0	$0
Esther Emard	Director	1.00	Director	$0	$0	$0
Richard Lafrance	Director	1.00	Director	$0	$0	$0
Carl Sittard	Director	1.00	Director	$0	$0	$0
Cassie Canastra	Director	1.00	Director	$0	$0	$0
Jeff Duchemin	Chairman	1.00	Officer Director	$0	$0	$0
Joseph Cozzolino	Vice ChairTreasurer	1.00	Officer Director	$0	$0	$0
Mary Louise Nunes	Secretary	1.00	Officer 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	$2,246,348	$3,245,223	$77,706,358	$-998,875
2023	$1,778,809	$3,047,608	$70,050,237	$-1,268,799
2022	$1,551,568	$1,823,089	$65,058,818	$-271,521
2021	$3,619,459	$1,884,543	$79,105,896	$1,734,916
2020	$1,483,822	$4,268,229	$60,614,978	$-2,784,407
2019	$2,971,609	$4,750,639	$63,506,383	$-1,779,030
2018	$3,899,313	$4,436,778	$64,111,858	$-537,465

University of Massachusetts Dartmouth Foundation