University of Northern California Foundation (EIN 311672486) - 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

1995

Legal Domicile

Principal Officer

Paul Dunn

Phone

7077746644

Tax Period

2023-01-01 to 2023-12-31

University of Northern California Foundation, founded in 1995, is a small nonprofit in the Education sector that reported $165K in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $385K exceeded revenue, resulting in a 133% operating deficit.

Mission

The UNC Foundation is dedicated to the advancement of Socially Beneficial Research, Education, and Service through the implementation of hard technologies that support human health, social harmony, and global ecology; and soft technologies that support individual and community health and resilience.

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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 $0

Program Service Revenue $23,125

Investment Income $142,366

Other Revenue $0

TOTAL REVENUE $165,491

Expense Breakdown

Grants Paid $0

Salaries & Benefits $32,817

Fundraising Expenses $0

Program Expenses $351,161

Other Expenses $352,068

TOTAL EXPENSES $384,885

Year-over-Year Comparison

	2023	2022	Change
Revenue	$165,491	$116,871	+0.4%
Expenses	$384,885	$424,129	-0.1%
Net Income	$-219,394	$-307,258	-0.3%

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

Total Directors

$30,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Paul Dunn	President	40.00	Director	$30,000	$0	$30,000
Stephanie Shelburne	Executive Dir.	1.00	Director	$0	$0	$0
Alyssa Larkin	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
2024	No data	No data	No data	No data
2023	$165,491	$384,885	$6,749,241	$-219,394
2022	$116,871	$424,129	$6,681,759	$-307,258
2021	$172,617	$231,966	$7,445,388	$-59,349
2020	$125,514	$242,042	$6,649,806	$-116,528
2019	$121,542	$284,665	$6,276,934	$-163,123
2018	$4	$360,588	$8,085,301	$-360,584

University of Northern California Foundation