UNIVERSITY OF NORTHERN IOWA RESEARCH FOUNDATION (EIN 391896362) - 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

1997

Legal Domicile

Principal Officer

JIM JERMIER

Phone

3192737118

Tax Period

2023-07-01 to 2024-06-30

UNIVERSITY OF NORTHERN IOWA RESEARCH FOUNDATION, founded in 1997, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $69K in total revenue in fiscal year 2023. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $36K, a strong 52% operating margin.

Mission

ADVANCE, DEVELOP, INCREASE & EXTEND THE PROGRESS OF SCIENCE & USEFUL ARTS THROUGH ENCOURAGING & ASSISTING INVESTIGATION, RESEARCH & EDUCATION AT THE UNIVERSITY OF NORTHERN IOWA.

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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 $0

Investment Income $0

Other Revenue $68,810

TOTAL REVENUE $68,810

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,038

Other Expenses $33,038

TOTAL EXPENSES $33,038

Year-over-Year Comparison

	2023	2022	Change
Revenue	$68,810	$40,068	+0.7%
Expenses	$33,038	$18,679	+0.8%
Net Income	$35,772	$21,389	+0.7%

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

$674,749

Total Directors

$294,139

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM JERMIER	PRESIDENT	1.00	Officer Director	$0	$52,014	$294,139
STACY ROBINSON	TREASURER	1.00	Officer	$0	$25,536	$143,947
HILLERY OBERLE	VICE PRESIDENT	1.00	Officer	$0	$23,764	$148,049
MEGAN STULL	VP/SECRETARY	1.00	Officer	$0	$9,418	$88,614
JORGEN HEIDEMANN	TRUSTEE & CO-CHAIR	2.00	Officer Director	$0	$0	$0
RANDY PILKINGTON	TRUSTEE & CO-CHAIR	2.00	Officer Director	$0	$0	$0
LARRY FOX	TRUSTEE/UNIF BOARD CHAIR	1.00	Director	$0	$0	$0
JIM BROWN	TRUSTEE	1.00	Director	$0	$0	$0
LINDA COOK	TRUSTEE (THRU 10/23)	1.00	Director	$0	$0	$0
BILL HARWOOD	TRUSTEE	1.00	Director	$0	$0	$0
RICH JAMES	TRUSTEE	1.00	Director	$0	$0	$0
PAUL KINGHORN	TRUSTEE (THRU 5/24)	1.00	Director	$0	$0	$0
MARK KITTRELL	TRUSTEE (THRU 10/23)	1.00	Director	$0	$0	$0
KATIE MULHOLLAND	TRUSTEE	1.00	Director	$0	$0	$0
ALYSSA NOLTE	TRUSTEE	1.00	Director	$0	$0	$0
MARK NOOK	TRUSTEE	1.00	Director	$0	$0	$0
DUANE SMITH	TRUSTEE	1.00	Director	$0	$0	$0
DAVID TAKES	TRUSTEE	1.00	Director	$0	$0	$0
JERRY THIEL	TRUSTEE	1.00	Director	$0	$0	$0
BOBBIE WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
JOSH WITTENBURG	TRUSTEE	1.00	Director	$0	$0	$0
MIKE YOUNG	TRUSTEE	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	No data	No data	No data	No data
2024	$68,810	$33,038	$51,541	$35,772
2023	$40,068	$18,679	$44,383	$21,389
2022	$35,599	$21,866	$70,367	$13,733
2021	$63,405	$40,066	$61,711	$23,339
2020	$39,801	$33,359	$38,978	$6,442
2019	$44,017	$40,191	$36,545	$3,826

UNIVERSITY OF NORTHERN IOWA RESEARCH FOUNDATION