THE FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA (IUP) (EIN 256087074) - 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

1967

Legal Domicile

Principal Officer

ELIZABETH LAUBER

Phone

7243573184

Tax Period

2023-07-01 to 2024-06-30

THE FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA (IUP), founded in 1967, is a mid-sized nonprofit in the Education sector that reported $24.3M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.0M, a strong 25% operating margin.

Mission

TO PROVIDE PHILANTHROPIC SUPPORT TO INDIANA UNIVERSITY OF PENNSYLVANIA.

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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 $6,320,818

Program Service Revenue $8,666,385

Investment Income $8,380,683

Other Revenue $893,683

TOTAL REVENUE $24,261,569

Expense Breakdown

Grants Paid $4,734,902

Salaries & Benefits $1,479,565

Fundraising Expenses $0

Program Expenses $17,247,896

Other Expenses $12,037,969

TOTAL EXPENSES $18,252,436

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,261,569	$19,759,089	+0.2%
Expenses	$18,252,436	$20,475,582	-0.1%
Net Income	$6,009,133	$-716,493	-9.4%

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

$272,840

Total Directors

$272,840

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BLUEMLING	SECRETARY/TREASURER	5.00	Officer Director	$0	$0	$0
BRYAN MOORE	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW LONGACRE	DIRECTOR	1.00	Director	$0	$0	$0
FRANK CONDINO	DIRECTOR	1.00	Director	$0	$0	$0
CHAR KOPCHICK	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN MANN	DIRECTOR	1.00	Director	$0	$0	$0
DONNA GRIFFITH	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK OSHURAK	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE GABRIEL	DIRECTOR	1.00	Director	$0	$0	$0
STEVE AGNOLI	DIRECTOR THROUGH 9/2023	1.00	Director	$0	$0	$0
ELIZABETH LAUBER	EXECUTIVE DIRECTOR	37.50	Officer Director	$164,000	$16,400	$180,400
RANDY THORNTON	DIRECTOR OF FINANCIAL OPS	32.50	Officer Director	$84,035	$8,405	$92,440
RICK UBINGER	DIRECTOR	1.00	Director	$0	$0	$0
REGINA STOVER	PRESIDENT	10.00	Officer Director	$0	$0	$0
JAMES LEDA	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
J THOMAS FRANTZ	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD CARUSO	DIRECTOR	1.00	Director	$0	$0	$0
MISTI DRAGANO	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA SPIKNER	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA SLEDGE-COLEY	DIRECTOR	1.00	Director	$0	$0	$0
SHERRY ULSH	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
2025	No data	No data	No data	No data
2024	$24,261,569	$18,252,436	$242,606,669	$6,009,133
2023	$19,759,089	$20,475,582	$233,405,899	$-716,493
2022	$27,994,482	$23,502,159	$226,911,998	$4,492,323
2021	$22,250,387	$25,832,205	$245,285,090	$-3,581,818
2020	$29,582,159	$43,030,757	$229,193,892	$-13,448,598
2019	$30,307,354	$30,081,139	$247,193,546	$226,215

THE FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA (IUP)