UNIVERSITY OF IOWA RESEARCH FOUNDATION (EIN 237436761) - 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

1975

Legal Domicile

Principal Officer

J MARTIN SCHOLTZ

Phone

3193354546

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF IOWA RESEARCH FOUNDATION, founded in 1975, is a community nonprofit that reported $6.5M in total revenue in fiscal year 2024.

Mission

UIRF ASSISTS RESEARCHERS IN THE TRANSFER OF UI TECHNOLOGY FROM THE LAB TO THE WORLD.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,543,299

Program Service Revenue $2,824,033

Investment Income $167,818

Other Revenue $0

TOTAL REVENUE $6,535,150

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,739,675

Fundraising Expenses $0

Program Expenses $5,305,699

Other Expenses $4,676,451

TOTAL EXPENSES $6,416,126

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,535,150	$6,402,827	+0.0%
Expenses	$6,416,126	$6,275,001	+0.0%
Net Income	$119,024	$127,826	-0.1%

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

$2,563,182

Total Directors

$3,955,415

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KERBESHIAN MARIE	SECRETARY	40.00	Officer Director	$271,683	$49,992	$321,675
DARSEE JON	DIRECTOR	1.00	Director	$0	$48,683	$313,211
JOHNSON TERRY	TREASURER	1.00	Officer Director	$0	$61,105	$426,474
SCHOLTZ J MARTIN	PRESIDENT	1.00	Officer Director	$0	$49,454	$464,393
WEINER GEORGE	DIRECTOR	1.00	Director	$0	$68,718	$577,010
BROGDEN NICHOLE	DIRECTOR	1.00	Director	$0	$39,450	$185,285
SALEM ALIASGER	DIRECTOR	1.00	Director	$0	$48,092	$316,727
DUNKEL NANCY	DIRECTOR	1.00	Director	$0	$0	$0
REINHART FRED	DIRECTOR	1.00	Director	$0	$0	$0
WILSON BARBARA	UNIVERSITY OF IOWA PRESIDENT	1.00	Officer Director	$0	$614,741	$1,350,640
BOJIN MIHAELA	SENIOR ASSOCIATE DIRECTOR	40.00	Highest	$148,690	$837	$149,527
SENSOR KELLEN	SENIOR ASSOCIATE DIRECTOR	40.00	Highest	$139,030	$35,367	$174,397
GRIFFITH JOLENE	ASSISTANT DIRECTOR OF FINANCE	40.00	Highest	$102,248	$29,991	$132,239
POREPP TYANN	INTELLECTUAL PROPERTY MANAGER	40.00	Highest	$106,135	$10,881	$117,016
ARNOLD MARK	FORMER OFFICER	1.00		$0	$50,130	$327,942

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	$6,535,150	$6,416,126	$10,620,519	$119,024
2024	$6,402,827	$6,275,001	$10,575,072	$127,826
2023	$3,710,030	$5,113,045	$9,839,347	$-1,403,015
2022	$4,918,755	$6,837,010	$11,367,702	$-1,918,255
2021	$3,763,181	$4,720,887	$11,588,194	$-957,706
2020	$3,423,252	$4,794,809	$12,141,542	$-1,371,557
2019	$3,837,548	$5,055,085	$13,364,010	$-1,217,537
2018	$3,961,281	$5,836,505	$14,504,204	$-1,875,224

UNIVERSITY OF IOWA RESEARCH FOUNDATION