STANLEY-UNIVERSITY OF IOWA FOUNDATION SUPPORT ORGANIZATION (EIN 421129040) - 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

1979

Legal Domicile

Phone

3193353305

Tax Period

2024-09-01 to 2025-08-31

STANLEY-UNIVERSITY OF IOWA FOUNDATION SUPPORT ORGANIZATION, founded in 1979, is a small nonprofit in the Education sector that reported $653K in total revenue in fiscal year 2024. Net assets of $11.8M represent 218 months of operating reserves.

Mission

PROVIDE GRANTS TO THE STATE UNIVERSITY OF IOWA FOUNDATION IN ACCORDANCE WITH EXEMPT PURPOSE, WHICH IN TURN GRANTS FUNDS TO THE STATE UNIVERSITY OF 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $652,647

Other Revenue $0

TOTAL REVENUE $652,647

Expense Breakdown

Grants Paid $684,837

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $685,708

Other Expenses $4,318

TOTAL EXPENSES $689,155

Year-over-Year Comparison

	2024	2023	Change
Revenue	$652,647	$631,187	+0.0%
Expenses	$689,155	$705,413	0.0%
Net Income	$-36,508	$-74,226	-0.5%

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

$1,261,135

Total Directors

$1,261,135

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHY ZAHARIS	PRESIDENT/DIRECTOR	1.0	Officer Director	$0	$0	$0
ELIZABETH SHRIVER	VICE PRESIDENT/DIRECTOR	1.0	Officer Director	$0	$0	$0
LYNETTE MARSHALL	SECRETARY/DIRECTOR	1.0	Officer Director	$0	$63,818	$687,818
SHERRI FURMAN	TREASURER/DIRECTOR (UNTIL 4/25/25)	1.0	Officer Director	$0	$45,412	$375,355
TARA STERBA	TREASURER/DIRECTOR (EFFECTIVE 5/2/25)	1.0	Officer Director	$0	$31,589	$197,962
BARBARA WILSON	DIRECTOR	1.0	Director	$0	$0	$0
GREGS THOMOPULOS	DIRECTOR	1.0	Director	$0	$0	$0
REBECCA STANLEY	DIRECTOR	1.0	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	$652,647	$689,155	$11,830,278	$-36,508
2024	$631,187	$705,413	$11,759,522	$-74,226
2023	$592,663	$515,793	$11,389,316	$76,870
2022	$553,891	$488,874	$11,639,196	$65,017
2021	$598,878	$205,913	$12,061,329	$392,965
2020	$1,529,465	$473,002	$9,511,675	$1,056,463

STANLEY-UNIVERSITY OF IOWA FOUNDATION SUPPORT ORGANIZATION