HEIDELBERG UNIVERSITY ASSOCIATION INC

EIN: 412264822 501(c)(3) International Affairs

NEW YORK, NY

Total Revenue
$348,195
Total Expenses
$303,517
Total Assets
$174,311
Net Assets
$153,479
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
DE
Principal Officer
DR KATJA SIMONS
Phone
2127583324
Tax Period
2024-01-01 to 2024-12-31

HEIDELBERG UNIVERSITY ASSOCIATION INC, founded in 2008, is a small nonprofit in the International Affairs sector that reported $348K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $304K left a modest 13% surplus.

Mission

THE HEIDELBERG UNIVERSITY ASSOCIATION'S MISSION IS TO SUPPORT INTERNATIONAL EXCHANGE STUDENTS AND SCHOLARS, AND TO PROMOTE JOINT EDUCATIONAL AND RESEARCH PROGRAMS BETWEEN HEIDELBERG UNIVERSITY AND AMERICAN UNIVERSITIES. IT BUILDS AND FOSTERS RELATIONSHIPS BETWEEN HEIDELBERG UNIVERSITY AND ITS ALUMNI LIVING IN THE UNITED STATES AND ESTABLISH PARTNERSHIPS WITH PRIVATE DONORS, FOUNDATIONS AND CORPORATIONS IN ORDER TO ENGAGE THEIR SUPPORT FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PROJECTS AT HEIDELBERG UNIVERSITY.

Program Service Accomplishments

Program 1
Expenses: $73,177

HEIDELBERG UNIVERSITY HAS ESTABLISHED ITSELF AS ONE OF THE LEADING UNIVERSITIES IN EUROPE AND THE WORLD AND HAS CONSISTENTLY BEEN RANKED AS ONE OF THE BEST UNIVERSITIES IN GERMANY. HEIDELBERG...

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HEIDELBERG UNIVERSITY HAS ESTABLISHED ITSELF AS ONE OF THE LEADING UNIVERSITIES IN EUROPE AND THE WORLD AND HAS CONSISTENTLY BEEN RANKED AS ONE OF THE BEST UNIVERSITIES IN GERMANY. HEIDELBERG UNIVERSITY'S CLOSE TIES TO ITS AMERICAN STUDENTS, ALUMNI AND RESEARCHERS CONTRIBUTED TO THAT SUCCESS. TO ENSURE ITS CONTINUED EXCELLENCE IN THE YEARS TO COME, HEIDELBERG UNIVERSITY NOT ONLY MUST EXPLORE NEW AREAS IN RESEARCH AND TEACHING BUT WILL ALSO HAVE TO FIND NEW WAYS TO FUND INTERNATIONAL CONFERENCES AS WELL AS ITS LABORATORIES, LECTURE HALLS, STUDENT CENTERS, AND TO ATTRACT TOP INTERNATIONAL RESEARCHERS AND TALENTED STUDENTS. IT ALSO AWARDED A GUEST PROFESSORSHIP TO A U.S. ACADEMIC TO VISIT HEIDELBERG UNIVERSITY IN THE AMOUNT OF 15,000.

Program 2
Expenses: $140,557

BUILDING AND EXPANDING HEIDELBERG ALUMNI U.S. (HAUS), THE NETWORK FOR HEIDELBERG ALUMNI IN THE U.S., PROMOTING COLLABORATIONS BETWEEN HEIDELBERG UNIVERSITY AND UNIVERSITIES IN THE U.S. AS WELL AS...

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BUILDING AND EXPANDING HEIDELBERG ALUMNI U.S. (HAUS), THE NETWORK FOR HEIDELBERG ALUMNI IN THE U.S., PROMOTING COLLABORATIONS BETWEEN HEIDELBERG UNIVERSITY AND UNIVERSITIES IN THE U.S. AS WELL AS EXCHANGE OF RESEARCHERS AND SCIENTISTS ACROSS THE ATLANTIC. THE ACTIVITIES INCLUDED PLANNING AND ORGANIZING OF ALUMNI EVENTS IN DIFFERENT AREAS OF THE COUNTRY AS WELL AS REGULAR MEETINGS WITH THE VOLUNTEER LEADERSHIP COMMITTEE. IN ORDER TO SUPPORT AND PROMOTE THE EXPANSION OF REGIONAL HEIDELBERG ALUMNI CLUBS IN THE U.S., HEIDELBERG UNIVERSITY ASSOCIATION RELIES ON THE HELP AND DEDICATION OF VOLUNTEERS. THIS INCLUDES THE NATIONAL ANNUAL ALUMNI MEETING. IT ALSO INCLUDED THE PROMOTION OF CERTAIN PROGRAMS AT HEIDELBERG UNIVERSITY THAT MIGHT BE ESPECIALLY INTERESTING FOR U.S.BASED STUDENTS AND GUEST PROFESSORS. IT ALSO INCLUDED PROMOTING, ORGANIZING AND AWARDING HAUS SCHOLARSHIPS FOR STUDENTS, ENROLLED AT U.S. UNIVERSITIES TO STUDY AT HEIDELBERG UNIVERSITY. THIS PART OF THE PROGRAM HELPS TO ACHIEVE HEIDELBERG UNIVERSITY ASSOCIATION'S MISSION OF SUPPORTING THE TRANSATLANTIC EXCHANGE OF STUDENTS AND SCHOLARS AND ITS MISSION TO BUILD AND FOSTER RELATIONSHIPS BETWEEN HEIDELBERG UNIVERSITY, ITS ALUMNI LIVING IN THE UNITED STATES AND THE AMERICAN SOCIETY AT LARGE. THIS PROGRAM ALSO INCLUDED PARTICIPATION IN THE "DEUTSCHLAND AMBASSADORS" PROJECT, WHICH BROUGHT U.S. ALUMNI OF HEIDELBERG UNIVERSITY TOGETHER WITH ALUMNI OF OTHER GERMAN UNIVERSITIES TO PROMOTE SCHOLARSHIP AND RESEARCH IN GERMANY.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $348,066
Program Service Revenue $0
Investment Income $11
Other Revenue $118
TOTAL REVENUE $348,195

Expense Breakdown

Grants Paid $97,380
Salaries & Benefits $158,203
Fundraising Expenses $43,906
Program Expenses $213,734
Other Expenses $47,934
TOTAL EXPENSES $303,517

Year-over-Year Comparison

2024 2023 Change
Revenue $348,195 $286,894 +0.2%
Expenses $303,517 $313,449 0.0%
Net Income $44,678 $-26,555 -2.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
6
Independent Members
6
Employees
3
Volunteers
6

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
5
$114,769
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AMANDA DAQUILA UNTIL 62824 EXEC. DIRECT 40.00
Officer
$74,769 $0 $74,769
DR KATJA SIMONS SINCE 9324 EXEC. DIRECT 40.00
Officer
$40,000 $0 $40,000
ROBERT FENSTERMACHER PRESIDENT 2.00
Officer Director
$0 $0 $0
PROF MARC-PHILIPPE WELLER VICE PRESIDE 1.00
Officer Director
$0 $0 $0
KATHLEEN LANCE TREASURER 1.00
Officer Director
$0 $0 $0
DR HENRY JARECKI UNTIL 100424 DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL MCMAHON DIRECTOR 1.00
Director
$0 $0 $0
LYA FRIEDRICH PFEIFER UNTIL 100424 DIRECTOR 1.00
Director
$0 $0 $0
CHRISTIANE ROSENBAUM DIRECTOR 1.00
Director
$0 $0 $0
DR STEVEN SOKOL 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
2024 $348,195 $303,517 $174,311 $44,678
2023 $286,894 $313,449 $137,022 $-26,555
2022 $376,704 $375,691 $166,019 $1,013
2022 $376,704 $375,691 $166,019 $1,013
2021 $275,211 $284,294 $147,804 $-9,083
2020 $254,761 $204,411 $156,512 $50,350
2019 $308,439 $410,193 $107,761 $-101,754
2018 $791,727 $693,948 $232,672 $97,779
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