UNTHSC FOUNDATION (EIN 471744274) - 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

2014

Legal Domicile

Principal Officer

DR KIMBERLY RUSSELL

Phone

8177352445

Tax Period

2024-09-01 to 2025-08-31

UNTHSC FOUNDATION, founded in 2014, is a community nonprofit in the Education sector that reported $6.1M in total revenue in fiscal year 2024. Revenue surged 118% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.2M, a strong 35% operating margin.

Mission

TO ADVANCE EDUCATION THROUGH FINANCIAL SUPPORT OF THE UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER BY THE IMPROVEMENT OF ITS RESEARCH, TEACHING, SCHOLARSHIP, AND FACILITIES.

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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 $3,675,695

Program Service Revenue $0

Investment Income $1,601,493

Other Revenue $821,434

TOTAL REVENUE $6,098,622

Expense Breakdown

Grants Paid $3,156,483

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,156,483

Other Expenses $781,038

TOTAL EXPENSES $3,937,521

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,098,622	$2,793,400	+1.2%
Expenses	$3,937,521	$2,394,739	+0.6%
Net Income	$2,161,101	$398,661	+4.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
QUINTIN-CASSADY J D	Chairman	2.00	Director	$0	$0	$0
DENNIS SHINGLETON MS MBA COL	Treasurer	2.00	Director	$0	$0	$0
JT AUGHINBAUGH	Director	2.00	Director	$0	$0	$0
JEFF BEESON DO RN EMT-P	Director	2.00	Director	$0	$0	$0
JOHNNY CAMPBELL	Director	2.00	Director	$0	$0	$0
ROSA NAVEJAR	Director	2.00	Director	$0	$0	$0
ELIZABETH J KEHOE	Secretary	2.00	Officer Director	$0	$0	$0
SUSAN FARR	Director	2.00	Director	$0	$0	$0
MARIE HOLLIDAY DMD	Director	2.00	Director	$0	$0	$0
ROBERT PENCE PE BCEEE	Director	2.00	Director	$0	$0	$0
TODD SPAKE	Director	2.00	Director	$0	$0	$0
JAMES COURY	Director	2.00	Director	$0	$0	$0
MICHAEL YEAGER	Chairman	2.00	Officer Director	$0	$0	$0
ALDEN KAROTKIN	Director	2.00	Director	$0	$0	$0
MATT PEDEN	Director	2.00	Director	$0	$0	$0
ANDREA RANKIN	Director	2.00	Director	$0	$0	$0
PAUL SAENZ	Director	2.00	Director	$0	$0	$0
KIMBERLY RUSSELL	Executive Dir.	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
2025	$6,098,622	$3,937,521	$171,174,322	$2,161,101
2024	$2,793,400	$2,394,739	$158,191,207	$398,661
2023	$4,243,540	$3,363,137	$136,689,882	$880,403
2022	$3,836,787	$3,518,944	$125,259,729	$317,843
2021	$2,693,485	$4,429,306	$134,843,787	$-1,735,821
2020	$3,678,188	$6,463,915	$87,936,505	$-2,785,727
2020	$3,680,004	$6,465,731	$87,936,505	$-2,785,727
2019	$7,769,438	$4,658,310	$82,202,900	$3,111,128
2019	$8,040,930	$5,062,102	$82,202,900	$2,978,828
2018	$13,155,445	$5,598,172	$61,160,598	$7,557,273

UNTHSC FOUNDATION