THE UNIVERSITY OF ALBERTA FOUNDATION USA INC (EIN 364463462) - 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

2001

Legal Domicile

Principal Officer

JENNIFER JENNAX

Phone

3128407000

Tax Period

2023-01-01 to 2023-12-31

THE UNIVERSITY OF ALBERTA FOUNDATION USA INC, founded in 2001, is a mid-sized nonprofit in the Education sector that reported $11.5M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $7.7M, a strong 67% operating margin.

Mission

TO MAKE DONATIONS FOR CHARITABLE, LITERARY, SCIENTIFIC AND EDUCATIONAL PURPOSES.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $11,439,490

Program Service Revenue $0

Investment Income $38,654

Other Revenue $0

TOTAL REVENUE $11,478,144

Expense Breakdown

Grants Paid $3,799,637

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,799,637

Other Expenses $114

TOTAL EXPENSES $3,799,751

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,478,144	$13,603,759	-0.2%
Expenses	$3,799,751	$12,125,558	-0.7%
Net Income	$7,678,393	$1,478,201	+4.2%

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

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
RON RITTER	Vice President	1.00	Officer Director	$0	$0	$0
JENNIFER JENNAX	President	1.00	Officer Director	$0	$0	$0
FILIP KSIAZKIEWICZ	Director	1.00	Director	$0	$0	$0
GARY SMITH	Director	1.00	Director	$0	$0	$0
GLENN STOWKOWY	Director	1.00	Director	$0	$0	$0
MATTHEW WEAVER	Treasurer	1.00	Officer	$0	$0	$0
GREGORY WINTERS	Secretary	1.00	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
2024	No data	No data	No data	No data
2023	$11,478,144	$3,799,751	$10,655,725	$7,678,393
2022	$13,603,759	$12,125,558	$2,977,332	$1,478,201
2021	$813,224	$35	$1,499,131	$813,189
2020	$110,818	$35	$685,942	$110,783
2019	$139,022	$35	$575,159	$138,987
2018	$139,405	No data	$436,172	No data

THE UNIVERSITY OF ALBERTA FOUNDATION USA INC