FRANCIS MARION UNIVERSITY EDUCATION FOUNDATION (EIN 237432174) - 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

1974

Legal Domicile

Principal Officer

MRS LAUREN STANTON

Phone

8436611295

Tax Period

2025-01-01 to 2025-12-31

FRANCIS MARION UNIVERSITY EDUCATION FOUNDATION, founded in 1974, is a community nonprofit in the Education sector that reported $4.1M in total revenue in fiscal year 2025. Revenue decreased 14% compared to the prior year. Expenses of $3.9M left a modest 5% surplus.

Mission

TO PROMOTE THE EDUCATIONAL FUNCTION OF FRANCIS MARION UNIVERSITY BY GRANTS, AWARDS, LECTURES, FEE AND TUITION ASSISTANCE FOR STUDENTS AND PROFESSORS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,866,043

Program Service Revenue $299,506

Investment Income $1,795,341

Other Revenue $165,541

TOTAL REVENUE $4,126,431

Expense Breakdown

Grants Paid $1,997,439

Salaries & Benefits $858,120

Fundraising Expenses $179,268

Program Expenses $3,086,710

Other Expenses $1,065,668

TOTAL EXPENSES $3,921,227

Year-over-Year Comparison

	2025	2024	Change
Revenue	$4,126,431	$4,783,857	-0.1%
Expenses	$3,921,227	$3,573,822	+0.1%
Net Income	$205,204	$1,210,035	-0.8%

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

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

$147,591

Total Directors

Key Employees

$981,786

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MRS TERESA C ANDERSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MR ROBERT J CAMPBELL	DIRECTOR	1.00	Director	$0	$0	$0
MR PERRY GRICE	DIRECTOR	1.00	Director	$0	$0	$0
MR JEFF HELTON	DIRECTOR	1.00	Director	$0	$0	$0
MR CARL HUMPHRIES	DIRECTOR	1.00	Director	$0	$0	$0
MR PAUL SEWARD	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
MR ROBBY SISCO	CHAIR	1.00	Officer Director	$0	$0	$0
MR E HOOD TEMPLE	DIRECTOR	1.00	Director	$0	$0	$0
MR KEVIN M BARTH	DIRECTOR	1.00	Director	$0	$0	$0
MR LINWARD EDWARDS	DIRECTOR	1.00	Director	$0	$0	$0
MR PAUL REARDON	DIRECTOR	1.00	Director	$0	$0	$0
MRS YVONNE DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
MR DANIEL DUKES	DIRECTOR	1.00	Director	$0	$0	$0
MS FRAN GRAY	DIRECTOR	1.00	Director	$0	$0	$0
DR LUTHER F CARTER	PRESIDENT	40.00	Key Emp	$660,000	$14,400	$981,786
MRS LAUREN STANTON	EXECUTIVE DI	N/A	Officer	$0	$12,000	$147,591

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	$4,126,431	$3,921,227	$61,997,523	$205,204
2024	$4,783,857	$3,573,822	$57,914,234	$1,210,035
2023	$6,795,846	$3,368,724	$52,469,376	$3,427,122
2022	$10,642,837	$2,764,825	$44,605,407	$7,878,012
2021	$7,093,077	$4,022,813	$42,548,999	$3,070,264
2020	$4,997,226	$2,268,141	$37,648,905	$2,729,085
2019	$4,020,585	$2,618,099	$32,682,552	$1,402,486
2018	$4,527,470	$2,395,739	$28,975,519	$2,131,731

FRANCIS MARION UNIVERSITY EDUCATION FOUNDATION