UNIVERSITY CLUB FOUNDATION (EIN 366068437) - 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

1960

Legal Domicile

Principal Officer

WILLIAM J MCKENNA JR

Phone

3127262840

Tax Period

2024-10-01 to 2025-09-30

UNIVERSITY CLUB FOUNDATION, founded in 1960, is a small nonprofit in the Education sector that reported $638K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $219K, a strong 34% operating margin.

Mission

EDUCATIONAL SCHOLARSHIPS AND PRESERVATION OF CERTAIN ARCHITECTURALLY SIGNIFICANT BUILDINGS

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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 $392,354

Program Service Revenue $0

Investment Income $245,623

Other Revenue $0

TOTAL REVENUE $637,977

Expense Breakdown

Grants Paid $405,683

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $405,683

Other Expenses $13,059

TOTAL EXPENSES $418,742

Year-over-Year Comparison

	2024	2023	Change
Revenue	$637,977	$552,323	+0.2%
Expenses	$418,742	$367,491	+0.1%
Net Income	$219,235	$184,832	+0.2%

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

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
WILLIAM J MCKENNA JR	PRESIDENT	1.00	Officer Director	$0	$0	$0
DANIEL SIH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SAVITRI P PAI	SEC./TREASURER	1.00	Officer Director	$0	$0	$0
ALLAN E BULLEY JR	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER MULLEN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT PARSONS	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN SEDLAK	DIRECTOR	1.00	Director	$0	$0	$0
M JAY TREES	DIRECTOR	1.00	Director	$0	$0	$0
CLIFFORD O SCHWANDER III	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW M WEAVER	DIRECTOR	1.00	Director	$0	$0	$0
CAMILLE A OLSEN	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN HEALY SOTO	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
2025	$637,977	$418,742	$3,750,468	$219,235
2024	$552,323	$367,491	$3,432,451	$184,832
2023	$363,982	$282,673	$2,809,626	$81,309
2022	$320,287	$182,299	$2,583,545	$137,988
2021	$414,662	$142,556	$3,011,710	$272,106

UNIVERSITY CLUB FOUNDATION