UNIVERSITY OF VERMONT FOUNDATION RETIREE (EIN 320443476) - 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

2013

Legal Domicile

Principal Officer

SHANE JACOBSON

Phone

8775353910

Tax Period

2024-01-01 to 2024-12-31

UNIVERSITY OF VERMONT FOUNDATION RETIREE, founded in 2013, is a small nonprofit in the Mutual Benefit sector that reported $185K in total revenue in fiscal year 2024. Revenue surged 108% from the prior year, signaling strong growth momentum. The organization ran a surplus of $126K, a strong 68% operating margin.

Mission

TO PROVIDE RETIREE HEALTH BENEFITS TO THE EMPLOYER'S FORMER EMPLOYEES AND THEIR SPOUSES AND DEPENDENTS, ALTHOUGH OTHER BENEFITS MAY BE PROVIDED AS DESCRIBED IN THE PLAN DOCUMENT.

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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 $0

Program Service Revenue $41,465

Investment Income $143,718

Other Revenue $0

TOTAL REVENUE $185,183

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $218

TOTAL EXPENSES $59,156

Year-over-Year Comparison

	2024	2023	Change
Revenue	$185,183	$88,863	+1.1%
Expenses	$59,156	$51,804	+0.1%
Net Income	$126,027	$37,059	+2.4%

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

N/A

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
N/A	TRUSTEE	1.0		$1,500	$0	$1,500

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	$185,183	$59,156	$3,818,279	$126,027
2023	$88,863	$51,804	$3,492,623	$37,059
2022	$217,346	$45,928	$3,076,521	$171,418
2021	$331,800	$28,849	$3,605,051	$302,951
2020	$216,983	$20,300	$3,228,636	$196,683

UNIVERSITY OF VERMONT FOUNDATION RETIREE