LONGWOOD UNIVERSITY TRUST (EIN 465445049) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

JUSTIN N POPE

Phone

4343952000

Tax Period

2023-01-01 to 2023-12-31

LONGWOOD UNIVERSITY TRUST, founded in 2014, is a community nonprofit in the Education sector that reported $4.4M in total revenue in fiscal year 2019. The organization ran a surplus of $3.8M, a strong 86% operating margin.

Mission

TO SUPPORT THE EDUCATIONAL AND CHARITABLE PURPOSES OF LONGWOOD UNIVERSITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,428,557

Program Service Revenue $144,655

Investment Income $15,864

Other Revenue $0

TOTAL REVENUE $2,589,076

Expense Breakdown

Grants Paid $2,662,213

Salaries & Benefits $0

Fundraising Expenses $11,120

Program Expenses $2,669,627

Other Expenses $194,947

TOTAL EXPENSES $2,857,160

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,589,076	$1,435,496	+0.8%
Expenses	$2,857,160	$8,665,839	-0.7%
Net Income	$-268,084	$-7,230,343	-1.0%

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

N/A

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
BRIAN BALL	TRUSTEE	1.00	Director	$0	$0	$0
WYNTER BENDA	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY L CHIDESTER	SECRETARY	1.00	Officer Director	$0	$0	$0
ERIC HANSEN	CHAIR	1.00	Officer Director	$0	$0	$0
W TAYLOR REVELEY IV	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT NYSTROM	TREASURER	1.00	Officer Director	$0	$0	$0
RONALD WHITE	TRUSTEE	1.00	Officer Director	$0	$0	$0
JUSTIN N POPE	ASSISTANT SE	2.00	Officer	$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	No data	No data	No data	No data
2023	$2,589,076	$2,857,160	$1,037,391	$-268,084
2022	$1,435,496	$8,665,839	$1,337,505	$-7,230,343
2021	$2,772,466	$1,226,300	$8,606,766	$1,546,166
2020	$7,232,253	$4,113,766	$7,074,445	$3,118,487
2019	$4,390,066	$601,816	$4,264,106	$3,788,250

LONGWOOD UNIVERSITY TRUST