UVMC FOUNDATION (EIN 311581859) - 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

1997

Legal Domicile

Principal Officer

DUANNA R OSTING

Phone

9374999942

Tax Period

2023-01-01 to 2023-12-31

UVMC FOUNDATION, founded in 1997, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $958K, a strong 59% operating margin.

Mission

SEE PART III, LINE 1

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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 $895,878

Program Service Revenue $0

Investment Income $723,425

Other Revenue $-4,714

TOTAL REVENUE $1,614,589

Expense Breakdown

Grants Paid $269,486

Salaries & Benefits $279,956

Fundraising Expenses $176,155

Program Expenses $345,667

Other Expenses $107,571

TOTAL EXPENSES $657,013

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,614,589	$1,255,834	+0.3%
Expenses	$657,013	$602,488	+0.1%
Net Income	$957,576	$653,346	+0.5%

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

$158,962

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE LOVETT	BOARD CHAIR	0.50	Officer Director	$0	$0	$0
YAGNESH RAVAL MD	BOARD VICE-CHAIR	0.50	Officer Director	$0	$0	$0
DAN SUTHERLY	BOARD TREASURER	0.50	Officer Director	$0	$0	$0
JEAN HEATH	BOARD SECRETARY	0.50	Officer Director	$0	$0	$0
J DOUG BURCHFIELD	TRUSTEE	0.50	Director	$0	$0	$0
NATHAN CEDARLEAF	TRUSTEE	0.50	Director	$0	$0	$0
ARTHUR R DISBROW	TRUSTEE	0.50	Director	$0	$0	$0
KELLY EARHART	TRUSTEE	0.50	Director	$0	$0	$0
TIM EVANS	TRUSTEE	0.50	Director	$0	$0	$0
MICHAEL GUTMANN	TRUSTEE	0.50	Director	$0	$0	$0
L STEWART LOWRY MD	TRUSTEE	0.50	Director	$0	$0	$0
WILLIAM J MCGRAW III	TRUSTEE	0.50	Director	$0	$0	$0
TED MERCER	TRUSTEE	0.50	Director	$0	$0	$0
RITA MILLER	TRUSTEE	0.50	Director	$0	$0	$0
ANN MOYER DAVIES	TRUSTEE	0.50	Director	$0	$0	$0
SCOTT RASOR	TRUSTEE	0.50	Director	$0	$0	$0
GREG TAYLOR	TRUSTEE	0.50	Director	$0	$0	$0
MICHAEL TINKLER DDS	TRUSTEE	0.50	Director	$0	$0	$0
DUANNA R OSTING	PRESIDENT & EXECUTIVE DIRECTOR	30.00	Officer	$137,626	$21,336	$158,962

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	No data	No data	No data	No data
2023	$1,614,589	$657,013	$22,285,493	$957,576
2022	$1,255,834	$602,488	$20,216,415	$653,346
2021	$1,930,223	$614,273	$24,911,225	$1,315,950
2020	$2,835,023	$468,478	$22,401,725	$2,366,545
2019	$1,442,053	$796,727	$21,074,123	$645,326
2018	$1,146,072	$670,109	$17,762,857	$475,963

UVMC FOUNDATION