THE UNIVERSITY OF AKRON FOUNDATION (EIN 346575496) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

KIMBERLY COLE

Phone

3309725088

Tax Period

2024-07-01 to 2025-06-30

THE UNIVERSITY OF AKRON FOUNDATION, founded in 1966, is a mid-sized nonprofit in the Education sector that reported $34.6M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $11.1M, a strong 32% operating margin.

Mission

UAF EXISTS TO STRENGTHEN UA'S FUTURE BY SECURING/MANAGING PHILANTHROPIC GIFTS THAT BENEFIT UA.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $18,572,532

Program Service Revenue $0

Investment Income $16,016,845

Other Revenue $0

TOTAL REVENUE $34,589,377

Expense Breakdown

Grants Paid $15,850,177

Salaries & Benefits $0

Fundraising Expenses $928,852

Program Expenses $15,850,177

Other Expenses $7,629,877

TOTAL EXPENSES $23,480,054

Year-over-Year Comparison

	2024	2023	Change
Revenue	$34,589,377	$26,360,400	+0.3%
Expenses	$23,480,054	$24,843,394	-0.1%
Net Income	$11,109,323	$1,517,006	+6.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

785

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

$1,477,129

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILIP A LLOYD	DIRECTOR AND CHAIR	1.40	Officer Director	$0	$0	$0
PAMELA S WILLIAMS	DIRECTOR AND VICE CHAIR	0.90	Officer Director	$0	$0	$0
KATHRYN W DINDO	DIRECTOR AND VICE CHAIR	0.90	Officer Director	$0	$0	$0
IRVIN J MUSSON	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN R ADAMS	DIRECTOR	0.30	Director	$0	$0	$0
LEWIS W ADKINS	DIRECTOR	0.10	Director	$0	$0	$0
ANTHONY J ALEXANDER	DIRECTOR	0.30	Director	$0	$0	$0
LARRY W ALLEN	DIRECTOR	0.10	Director	$0	$0	$0
ROLAND H BAUER	DIRECTOR	0.10	Director	$0	$0	$0
FRANK P BEVILACQUA	DIRECTOR	0.20	Director	$0	$0	$0
CHRISTOPHER J BURNHAM	DIRECTOR	0.10	Director	$0	$0	$0
KEITH A CLINE	DIRECTOR	0.20	Director	$0	$0	$0
STEVEN S COX	DIRECTOR	0.20	Director	$0	$0	$0
MICHAEL D CROME	DIRECTOR	0.20	Director	$0	$0	$0
SAMUEL D DESHAZIOR	DIRECTOR	0.20	Director	$0	$0	$0
DURIYA A DHINOJWALA	DIRECTOR	0.10	Director	$0	$0	$0
CARINA S DIAMOND	DIRECTOR	0.30	Director	$0	$0	$0
LAURA DUDA	DIRECTOR	0.20	Director	$0	$0	$0
NAOMI D GANOE	DIRECTOR	0.10	Director	$0	$0	$0
JOSEPH M GINGO	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTOPHER V GOFF	DIRECTOR	0.10	Director	$0	$0	$0
DAVID M GRUBB	DIRECTOR	0.20	Director	$0	$0	$0
HALLE G JONES CAPERS	DIRECTOR	0.10	Director	$0	$0	$0
BRIAN C LAYMAN	DIRECTOR	0.40	Director	$0	$0	$0
RAYMOND K LEE	DIRECTOR	0.20	Director	$0	$0	$0
RAJKUMAR MAKAM	DIRECTOR	0.20	Director	$0	$0	$0
JAMES D MCCOOL	DIRECTOR	0.30	Director	$0	$0	$0
JENIFER MEADE	DIRECTOR	0.20	Director	$0	$0	$0
THEODORA MUSSON	DIRECTOR	0.20	Director	$0	$0	$0
SANDRA PIANALTO	DIRECTOR	0.20	Director	$0	$0	$0
JOSEPH E REECE	DIRECTOR	0.30	Director	$0	$0	$0
WILLIAM H SKEELES	DIRECTOR	0.20	Director	$0	$0	$0
REBECCA SLAYMAN-GALLAGHER	DIRECTOR	0.20	Director	$0	$0	$0
GLEN L STEPHENS	DIRECTOR	0.10	Director	$0	$0	$0
CHRISTOPHER T TEODOSIO	DIRECTOR	0.20	Director	$0	$0	$0
MARLENE K TOOT	DIRECTOR	0.30	Director	$0	$0	$0
ERNEST VARGO II	DIRECTOR	0.10	Director	$0	$0	$0
MISTY VILLERS	EX-OFFICIO DIRECTOR	0.40	Officer	$0	$57,159	$224,966
JOHN WIENCEK	EX-OFFICIO DIRECTOR - LEFT MAY 2025	0.40	Officer	$0	$77,886	$429,100
RJ NEMER	EX-OFFICIO DIRECTOR	0.40	Officer	$0	$61,177	$472,806
GWYNETH PRICE	EX-OFFICIO DIRECTOR	0.40	Officer	$0	$0	$0
KIMBERLY M COLE	EXECUTIVE DIRECTOR	39.00	Officer	$0	$48,489	$229,999
BARRY JUST	ASSISTANT TREASURER	39.00	Officer	$0	$15,000	$120,258

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	$34,589,377	$23,480,054	$313,781,272	$11,109,323
2024	$26,360,400	$24,843,394	$277,324,523	$1,517,006
2023	$16,632,940	$18,797,090	$251,625,335	$-2,164,150
2022	$26,694,571	$17,424,752	$239,703,778	$9,269,819
2021	$29,706,215	$16,434,477	$253,522,998	$13,271,738
2020	$14,662,521	$16,001,825	$205,506,114	$-1,339,304
2019	$19,069,169	$24,105,670	$211,749,572	$-5,036,501
2018	$34,558,263	$19,676,287	$221,103,070	$14,881,976

THE UNIVERSITY OF AKRON FOUNDATION