Winthrop University Foundation (EIN 237378001) - 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

Phone

8033232229

Tax Period

2024-01-01 to 2024-12-31

Winthrop University Foundation, founded in 1973, is a community nonprofit in the Education sector that reported $7.7M in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 18% operating margin.

Mission

TO SUPPORT AND ENHANCE WINTHROP UNIVERSITY BY ENCOURAGING ALUMNI AND FRIENDS TO PROVIDE PRIVATE FUNDS AND OTHER RESOURCES FOR THE UNIVERSITY'S BENEFIT, TO MANAGE THOSE ASSETS, AND TO PROVIDE VOLUNTEER LEADERSHIP IN SUPPORT OF THE UNIVERSITY'S OBJECTIVES.

🔒

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 $5,189,722

Program Service Revenue $66,132

Investment Income $2,384,602

Other Revenue $103,725

TOTAL REVENUE $7,744,181

Expense Breakdown

Grants Paid $5,037,327

Salaries & Benefits $782,790

Fundraising Expenses $448,675

Program Expenses $5,362,791

Other Expenses $566,606

TOTAL EXPENSES $6,386,723

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,744,181	$5,235,855	+0.5%
Expenses	$6,386,723	$5,212,301	+0.2%
Net Income	$1,357,458	$23,554	+56.6%

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

$171,845

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Edward Serna	University Pres.	10.00		$180,000	$114,511	$552,501
Mrs Robin Embry	Executive Dir.	40.00	Officer	$129,671	$42,174	$171,845
Mr Claude Close	Director	1.00	Director	$0	$0	$0
Mr Bob Breakfield	Director	1.00	Director	$0	$0	$0
Ms Chelsea Brown	Director	1.00	Director	$0	$0	$0
Mrs Linda Warner	Treasurer	1.00	Officer Director	$0	$0	$0
Mr Eric Kleman	Director	1.00	Director	$0	$0	$0
Mr Andy Popenfoose	Director	1.00	Director	$0	$0	$0
Mr Matt Dosch	Director	1.00	Director	$0	$0	$0
Mrs Terry Grayson-Caprio	Secretary	1.00	Officer Director	$0	$0	$0
Mr Creighton Hayes	Director	1.00	Director	$0	$0	$0
Mr Chris Tidwell	Director	1.00	Director	$0	$0	$0
Mrs Suzanne Harnois	Director	1.00	Director	$0	$0	$0
Mr Sylvester Owens	Vice President	1.00	Officer Director	$0	$0	$0
Dr Sue Rex	Director	1.00	Director	$0	$0	$0
Dr Andy Wilson	President	1.00	Officer Director	$0	$0	$0
Mr Harry Emerson	Director	1.00	Director	$0	$0	$0
Mrs Casey Ferri	Director	1.00	Director	$0	$0	$0
Mr Scott Melton	Director	1.00	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
2024	$7,744,181	$6,386,723	$92,630,830	$1,357,458
2023	$5,235,855	$5,212,301	$82,758,177	$23,554
2022	$6,254,328	$4,646,438	$73,833,927	$1,607,890
2021	$7,336,925	$3,700,127	$89,194,270	$3,636,798
2020	$6,052,572	$2,986,130	$79,370,276	$3,066,442
2019	$8,237,307	$3,902,348	$68,775,010	$4,334,959
2018	$6,597,667	$3,378,853	$56,063,439	$3,218,814

Winthrop University Foundation