Shawnee State University Foundation (EIN 311115810) - 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

1987

Legal Domicile

Principal Officer

AIMEE WELCH

Phone

7403513005

Tax Period

2024-07-01 to 2025-06-30

Shawnee State University Foundation, founded in 1987, is a community nonprofit in the Education sector that reported $3.5M in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $3.0M left a modest 15% surplus.

Mission

THE SHAWNEE STATE UNIVERSITY FOUNDATION (SSUF) WAS CREATED AS A 501(C)(3) ORGANIZATION WITH THE MISSION OF MAKING FRIENDS AND CREATING FUNDS AND SUPPORT FOR SHAWNEE STATE UNIVERSITY.

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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 $2,244,007

Program Service Revenue $0

Investment Income $1,223,721

Other Revenue $-9,281

TOTAL REVENUE $3,458,447

Expense Breakdown

Grants Paid $2,302,447

Salaries & Benefits $287,808

Fundraising Expenses $89,753

Program Expenses $2,427,639

Other Expenses $364,334

TOTAL EXPENSES $2,954,589

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,458,447	$6,139,520	-0.4%
Expenses	$2,954,589	$2,313,796	+0.3%
Net Income	$503,858	$3,825,724	-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

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

$446,919

Total Directors

$663,133

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC BRAUN	SSU PRESIDENTSSUF BOARD MEMBER	1.00	Director	$0	$141,952	$347,488
GREG BALLENGEE	SSUF TREASURER	1.00	Officer Director	$0	$47,267	$175,852
CHRIS MOORE	SSUF EXECUTIVE DIRECTOR	40.00	Officer	$0	$40,267	$139,865
JOHN WHITAKER	SSUF BOARD MEMBER	1.00	Director	$0	$46,244	$139,793
AIMEE WELCH	EXECUTIVE DIRECTOR	40.00	Officer	$0	$45,112	$131,202
DEBRA ESHAM	SSUF BOARD MEMBER	1.00	Director	$0	$0	$0
KEN APPLEGATE	SSUF BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK WALLER	SSUF BOARD MEMBER	1.00	Director	$0	$0	$0
TOM COVERT	SSUF BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS BROWN	SSUF BOARD MEMBER	1.00	Director	$0	$0	$0
AARON ADAMS	SSUF BD MEMBER resigned 11-8-24	1.00	Director	$0	$0	$0
DAVE TODT	SSUF BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER AIKMAN	SSUF BOARD MEMBER	1.00	Director	$0	$0	$0
DILIP SHAH	SSUF BOARD MEMBER - BOT LIAISON	1.00	Director	$0	$0	$0
WALLACE EDWARDS	SSUF BOARD MEMBER - BOT LIAISON	1.00	Director	$0	$0	$0
LISA JOHNSON	SSUF BOARD VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LLOYD MARTIN	SSUF BOARD CHAIR	1.00	Officer Director	$0	$0	$0
MATT WISECUP	SSUF BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
DONNA LYON	SSUF BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
TROY GREGORY	SSUF BOARD MEMBER -SSUDF FIA CHAIR	1.00	Officer Director	$0	$0	$0
TARRAH BOUTS	SSUF BOARD MEMBERSSU SGP CHAIR	1.00	Officer 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	$3,458,447	$2,954,589	$41,566,623	$503,858
2024	$6,139,520	$2,313,796	$39,221,773	$3,825,724
2023	$3,301,763	$2,059,120	$36,142,014	$1,242,643
2022	$4,963,546	$1,730,148	$33,302,283	$3,233,398
2021	$2,095,605	$1,364,473	$34,809,232	$731,132
2020	$1,855,583	$2,260,671	$30,792,535	$-405,088
2019	$2,614,128	$2,099,665	$31,273,403	$514,463
2018	$404,734	$1,506,724	$31,509,341	$-1,101,990

Shawnee State University Foundation