UNIVERSITY OF SYDNEY USA FOUNDATION

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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

1993

Legal Domicile

Principal Officer

PETER MASON

Phone

6094522209

Tax Period

2024-01-01 to 2024-12-31

UNIVERSITY OF SYDNEY USA FOUNDATION, founded in 1993, is a small nonprofit in the Education sector that reported $283K in total revenue in fiscal year 2024. Revenue surged 135% from the prior year, signaling strong growth momentum. The organization ran a surplus of $192K, a strong 68% operating margin.

Mission

THE PROMOTION, ENCOURAGEMENT AND FINANCIAL SUPPORT OF EDUCATION IN THE USA AND AUSTRALIA.

Program Service Accomplishments

Program 1

Expenses: $44,175

TO PROMOTE AND ENCOURAGE RESEARCH AND EDUCATION IN THE UNITED STATES AND IN AUSTRALIA.

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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 $269,408

Program Service Revenue $0

Investment Income $13,321

Other Revenue $0

TOTAL REVENUE $282,729

Expense Breakdown

Grants Paid $44,175

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,175

Other Expenses $46,621

TOTAL EXPENSES $90,796

Year-over-Year Comparison

	2024	2023	Change
Revenue	$282,729	$120,241	+1.4%
Expenses	$90,796	$329,911	-0.7%
Net Income	$191,933	$-209,670	-1.9%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE STILLMAN	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES D MACKENZIE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID F PARTLETT	DIRECTOR (PART YEAR)	1.00	Director	$0	$0	$0
LOUISE SIMON	DIRECTOR/TREASURER	1.00	Officer Director	$0	$0	$0
LUCY HAREL	SECRETARY	1.00	Officer Director	$0	$0	$0
PETER MASON	CHAIRMAN/PRESIDENT	1.00	Officer Director	$0	$0	$0
THOMAS HARDY	DIRECTOR (PART YEAR)	1.00	Director	$0	$0	$0
TIMOTHY POTTS	DIRECTOR	1.00	Director	$0	$0	$0
VIRGINIA HOOD	DIRECTOR	1.00	Director	$0	$0	$0
SURYA GOPALAN	DIRECTOR	1.00	Director	$0	$0	$0
KAREN ROBSON	DIRECTOR	1.00	Director	$0	$0	$0
CHARLIE GAULIN	DIRECTOR	1.00	Director	$0	$0	$0
SHUSMITA CHOWDHURY	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	$282,729	$90,796	$760,118	$191,933
2023	$120,241	$329,911	$568,185	$-209,670
2022	$252,537	$150,950	$777,855	$101,587
2021	$745,445	$423,450	$676,268	$321,995
2020	$6,616,734	$6,346,718	$354,273	$270,016
2019	$333,070	$634,186	$85,207	$-301,116
2018	$611,390	$464,156	$386,505	$147,234