UNIVERSITY HOLDINGS INC

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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

2007

Legal Domicile

Principal Officer

KEITH SHERMAN

Phone

5028527300

Tax Period

2017-07-01 to 2018-06-30

UNIVERSITY HOLDINGS INC, founded in 2007, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2017. Revenue fell 87% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.3M, a strong 79% operating margin.

Mission

TO OPERATE FOR THE BENEFIT OF AND CARRY OUT THE CHARITABLE AND EDUCATIONAL PURPOSES OF THE UNIVERSITY OF LOUISVILLE FOUNDATION, INC.

Program Service Accomplishments

Program 1

Expenses: $349,536 Revenue: $1,648,786

TO MANAGE DEBT FROM THE UNIVERSITY OF LOUISVILLE FOUNDATION, INC. (FOUNDATION) AND PROVIDE WORKING CAPITAL TO THE FOUNDATION'S SUBSIDIARY ORGANIZATIONS TO FURTHER THE PURPOSES OF THE FOUNDATION.

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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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $1,648,786

TOTAL REVENUE $1,648,786

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $349,536

Other Expenses $351,136

TOTAL EXPENSES $351,136

Year-over-Year Comparison

	2017	2016	Change
Revenue	$1,648,786	$12,905,111	-0.9%
Expenses	$351,136	$1,505,153	-0.8%
Net Income	$1,297,650	$11,399,958	-0.9%

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

$262,922

Total Directors

$188,051

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RON ABRAMS	DIRECTOR	0.50	Director	$0	$0	$0
WILL ARMSTRONG	DIRECTOR	0.50	Director	$0	$0	$0
NEELI BENDAPUDI	DIRECTOR	0.50	Director	$0	$0	$0
JIM BOONE	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL BOWERS	DIRECTOR	0.50	Director	$0	$0	$0
PAUL CARRICO	DIRECTOR	0.50	Director	$0	$0	$0
LAURA DOUGLAS	SECRETARY	0.50	Officer Director	$0	$0	$0
SANDRA FRAZIER	DIRECTOR	0.50	Director	$0	$0	$0
DAVID GRISSOM	DIRECTOR	0.50	Director	$0	$0	$0
DONNA HEITZMAN	DIRECTOR	0.50	Director	$0	$0	$0
TOM MEEKER	DIRECTOR	0.50	Director	$0	$0	$0
MARK NICKEL	DIRECTOR	0.50	Director	$0	$0	$0
KEN PAYNE	VICE CHAIR	0.50	Officer Director	$0	$0	$0
EARL REED	CHAIR	0.50	Officer Director	$0	$0	$0
NITIN SAHNEY	DIRECTOR	0.50	Director	$0	$0	$0
JOHN SCHNATTER	DIRECTOR	0.50	Director	$0	$0	$0
VISHNU TIRUMALA	DIRECTOR	0.50	Director	$0	$0	$0
ENID TRUCIOS-HAYNES	DIRECTOR	0.50	Director	$0	$0	$0
ALICE HOUSTON	DIRECTOR (PREVIOUS)	0.50	Director	$0	$0	$0
MARK LYNN	VICE CHAIR (PREVIOUS)	0.50	Officer Director	$0	$0	$0
DIANE MEDLEY	CHAIR (PREVIOUS)	0.50	Officer Director	$0	$0	$0
GREGORY POSTEL	DIRECTOR (PREVIOUS)	0.50	Director	$0	$0	$188,051
VINCE TYRA	DIRECTOR (PREVIOUS)	0.50	Director	$0	$0	$0
KEITH SHERMAN	COO	0.50	Officer	$0	$30,784	$262,922
KATHLEEN SMITH	ASST SECRETARY (FORMER)	0.00		$0	$10,641	$128,064
JASON TOMLINSON	ASST TREASURER (FORMER)	0.00		$0	$17,610	$220,826

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
2018	$1,648,786	$351,136	No data	$1,297,650