THE COUNCIL ON UNDERGRADUATE RESEARCH (EIN 411398118) - 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

1978

Legal Domicile

Principal Officer

LINDSAY CURRIE

Phone

2027834810

Tax Period

2024-07-01 to 2025-06-30

THE COUNCIL ON UNDERGRADUATE RESEARCH, founded in 1978, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

ENRICHING AND ADVANCING SOCIETY THROUGH UNDERGRADUATE RESEARCH, SCHOLARSHIP, AND CREATIVE INQUIRY.

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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 $7,802

Program Service Revenue $2,556,393

Investment Income $236,493

Other Revenue $5,518

TOTAL REVENUE $2,806,206

Expense Breakdown

Grants Paid $34,370

Salaries & Benefits $960,479

Fundraising Expenses $0

Program Expenses $2,336,215

Other Expenses $1,796,524

TOTAL EXPENSES $2,791,373

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,806,206	$2,509,987	+0.1%
Expenses	$2,791,373	$2,505,433	+0.1%
Net Income	$14,833	$4,554	+2.3%

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

Volunteers

1500

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

$252,620

Total Directors

$3,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES T LAPLANT	PRESIDENT	4.00	Officer Director	$0	$0	$0
KAREN K RESENDES	PRESIDENT-ELECT	4.00	Officer Director	$0	$0	$0
MARIA IACULLO-BIRD	IMMEDIATE PAST PRESIDENT	4.00	Officer Director	$0	$0	$0
LINDA BLOCKUS	TREASURER	4.00	Officer Director	$0	$0	$0
BETHANY M USHER	IMMEDIATE PAST PRES (UNTIL 5/31/25)	4.00	Officer Director	$0	$0	$0
JOHN F BARTHELL	DIRECTOR	1.00	Director	$0	$0	$0
LANCE BARTON	DIRECTOR	1.00	Director	$1,000	$0	$1,000
WINNY DONG	DIRECTOR	1.00	Director	$2,500	$0	$2,500
LOURDES E ECHEGOYEN	DIRECTOR	1.00	Director	$0	$0	$0
SEAN FOX	DIRECTOR	1.00	Director	$0	$0	$0
ERIC E HALL	DIRECTOR	1.00	Director	$0	$0	$0
SARAH K JOHNSON	DIRECTOR (FROM 6/1/25)	1.00	Director	$0	$0	$0
HASEEB A KAZI	DIRECTOR (FROM 6/1/25)	1.00	Director	$0	$0	$0
TIMOTHY ANDRE RAINES	DIRECTOR (FROM 6/1/25)	1.00	Director	$0	$0	$0
KELLY M MACK	DIRECTOR (UNTIL 5/31/25)	1.00	Director	$0	$0	$0
BETH A CUNNINGHAM	DIRECTOR (UNTIL 5/31/25)	1.00	Director	$0	$0	$0
CHARLOTTE K SIMMONS	DIRECTOR (UNTIL 5/31/25)	1.00	Director	$0	$0	$0
LINDSAY CURRIE	EX OFFICIO - EXECUTIVE OFFICER	40.00	Officer	$217,680	$34,940	$252,620
HEATHER WAKEFIELD	SENIOR DIRECTOR, COMMUNITY+LEARNING	40.00	Highest	$106,850	$32,235	$139,085

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	$2,806,206	$2,791,373	$5,265,770	$14,833
2024	$2,509,987	$2,505,433	$5,027,539	$4,554
2023	$1,711,550	$1,896,112	$4,622,736	$-184,562
2022	$3,427,759	$1,933,162	$4,518,689	$1,494,597
2021	$2,155,891	$2,006,508	$5,176,653	$149,383
2020	$1,924,764	$2,248,047	$4,141,124	$-323,283
2019	$2,334,303	$2,193,965	$4,277,205	$140,338
2018	$2,446,123	$2,285,376	$4,491,061	$160,747
2018	$2,446,123	$2,285,376	$4,491,061	$160,747

THE COUNCIL ON UNDERGRADUATE RESEARCH