UNIVERSITY OF NEBRASKA FOUNDATION (EIN 470379839) - 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

1936

Legal Domicile

Phone

4024581100

Tax Period

2023-07-01 to 2024-06-30

UNIVERSITY OF NEBRASKA FOUNDATION, founded in 1936, is a major nonprofit in the Education sector that reported $352.5M in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Net assets of $3.1B represent 105 months of operating reserves.

Mission

THE UNIVERSITY OF NEBRASKA FOUNDATION GROWS RELATIONSHIPS AND RESOURCES THAT ENABLE THE UNIVERSITY OF NEBRASKA TO CHANGE LIVES AND SAVE LIVES.

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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 $279,616,027

Program Service Revenue $0

Investment Income $71,416,369

Other Revenue $1,489,099

TOTAL REVENUE $352,521,495

Expense Breakdown

Grants Paid $292,269,115

Salaries & Benefits $31,131,720

Fundraising Expenses $26,847,667

Program Expenses $292,269,115

Other Expenses $21,423,389

TOTAL EXPENSES $345,491,503

Year-over-Year Comparison

	2023	2022	Change
Revenue	$352,521,495	$413,025,260	-0.1%
Expenses	$345,491,503	$338,546,603	+0.0%
Net Income	$7,029,992	$74,478,657	-0.9%

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

302

Volunteers

435

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

$1,566,676

Total Directors

$748,184

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGIE MUHLEISEN	BOARD CHAIR	1.0	Officer Director	$0	$0	$0
BRIAN F HASTINGS	PRESIDENT & CEO	40.0	Officer Director	$633,958	$114,226	$748,184
JANE E MILLER	BOARD CHAIR ELECT	1.0	Officer Director	$0	$0	$0
ANNE HUBBARD	DIRECTOR	1.0	Director	$0	$0	$0
CAREY HAMILTON	DIRECTOR END 9/23	1.0	Director	$0	$0	$0
DON VOELTE	DIRECTOR	1.0	Director	$0	$0	$0
HOLLY OSTERGARD	DIRECTOR	1.0	Director	$0	$0	$0
IVAN GILREATH	DIRECTOR	1.0	Director	$0	$0	$0
J SCOTT NELSON	DIRECTOR	1.0	Director	$0	$0	$0
JULIE JACOBSON	DIRECTOR	1.0	Director	$0	$0	$0
LORI DRUSE	DIRECTOR BEG 9/23	1.0	Director	$0	$0	$0
PAUL M MENDLIK	DIRECTOR	1.0	Director	$0	$0	$0
SANDRA MASSEY	DIRECTOR	1.0	Director	$0	$0	$0
STEVE W SELINE	DIRECTOR	1.0	Director	$0	$0	$0
SUSAN THADEN	DIRECTOR	1.0	Director	$0	$0	$0
TED HARRIS	DIRECTOR BEG 9/23	1.0	Director	$0	$0	$0
THOMAS H WARREN SR	DIRECTOR	1.0	Director	$0	$0	$0
WILLIAM D JACKMAN	DIRECTOR END 9/23	1.0	Director	$0	$0	$0
WILLIAM LESTER	DIRECTOR	1.0	Director	$0	$0	$0
CHET A POEHLING	ASSOC GENERAL COUNSEL, ASST CO	40.0	Officer	$98,093	$43,028	$141,121
KEITH D MILES	SVP, GENERAL COUNSEL, CORP SEC	40.0	Officer	$257,835	$52,318	$310,153
TROY K WILHELM	CFO & TREASURER	40.0	Officer	$325,706	$41,512	$367,218
AMY VOLK	SVP, UNMC DEVELOPMENT	40.0	Highest	$300,363	$56,326	$356,689
BRIAN NEALE	CHIEF INVESTMENT OFFICER	40.0	Highest	$547,272	$65,418	$612,690
LAUREN MILTENBERGER	VP UNO ADVANCEMENT	40.0	Highest	$257,418	$20,972	$278,390
LORI BYRNE	EVP, DEVELOPMENT	40.0	Highest	$397,515	$59,715	$457,230
NICK LINDE	VP ADVANCEMENT	40.0	Highest	$227,196	$21,682	$248,878

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	$352,521,495	$345,491,503	$3,588,896,895	$7,029,992
2023	$413,025,260	$338,546,603	$3,243,311,370	$74,478,657
2022	$570,221,175	$258,940,425	$3,024,395,030	$311,280,750
2021	$428,116,376	$282,126,228	$3,267,056,557	$145,990,148
2021	$428,116,376	$282,126,228	$3,267,056,557	$145,990,148
2020	$364,802,895	$213,990,816	$2,596,674,595	$150,812,079
2019	$344,386,031	$253,988,809	$2,516,577,930	$90,397,222
2018	$305,303,456	$221,691,369	$2,449,920,425	$83,612,087

UNIVERSITY OF NEBRASKA FOUNDATION