UNIVERSITY OF MELBOURNE USA FOUNDATION (EIN 311624600) - 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

1998

Legal Domicile

Principal Officer

MATTHEW EDMONDS

Phone

6468670994

Tax Period

2020-01-01 to 2020-12-31

UNIVERSITY OF MELBOURNE USA FOUNDATION, founded in 1998, is a small nonprofit that reported $723K in total revenue in fiscal year 2020. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $1.3M exceeded revenue, resulting in a 75% operating deficit.

Mission

TO SUPPORT EXCELLENCE IN EDUCATION.

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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 (2020)

Revenue Breakdown

Contributions & Grants $722,775

Program Service Revenue $0

Investment Income $-167

Other Revenue $0

TOTAL REVENUE $722,608

Expense Breakdown

Grants Paid $1,265,708

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,265,708

Other Expenses $1,797

TOTAL EXPENSES $1,267,505

Year-over-Year Comparison

	2020	2019	Change
Revenue	$722,608	$1,202,895	-0.4%
Expenses	$1,267,505	$866,990	+0.5%
Net Income	$-544,897	$335,905	-2.6%

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

N/A

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
FRANK AZZOPARDI	DIRECTOR / V	0.30	Officer Director	$0	$0	$0
DANA BORN	DIRECTOR	0.30	Director	$0	$0	$0
MATTHEW EDMONDS	DIRECTOR / P	0.50	Officer Director	$0	$0	$0
MATTHEW GOLDBERG	DIRECTOR	0.30	Director	$0	$0	$0
JOHN IRWIN	DIRECTOR / V	0.30	Officer Director	$0	$0	$0
KIM LEITCH	DIRECTOR	0.30	Director	$0	$0	$0
GRANT MARANI	DIRECTOR	0.30	Director	$0	$0	$0
DEIDREA MILLER	DIRECTOR	0.30	Director	$0	$0	$0
MALCOLM PRICE	DIRECTOR	0.30	Director	$0	$0	$0
ALAN STANZLER	OFFICER	0.30	Director	$0	$0	$0
LISA PYE	RESIGNED '20	N/A	Officer	$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
2020	$722,608	$1,267,505	$98,311	$-544,897
2019	$1,202,895	$866,990	$401,492	$335,905
2018	$984,354	$1,021,560	$65,916	$-37,206

UNIVERSITY OF MELBOURNE USA FOUNDATION