TRUST UA PHILIP F DUPONT FBO UNIVERSITY (EIN 516014960) - 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

1972

Legal Domicile

Principal Officer

DAVID TOBIN

Phone

3026511126

Tax Period

2023-01-01 to 2023-12-31

TRUST UA PHILIP F DUPONT FBO UNIVERSITY, founded in 1972, is a community nonprofit in the Education sector that reported $3.9M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $6.1M exceeded revenue, resulting in a 57% operating deficit.

Mission

FURTHERING THE GOALS AND OBJECTIVES OF THE UNIVERSITY OF VIRGINIA. TO FULFILL THE STATED DESIRE OF THE LATE PHILIP F DUPONT EXPRESSED ON 1/21/1927 - TO PAY OVER INCOME TO UNIVERSITY OF VIRGINIA FOR SCHOLARSHIPS FOR POOR AND WORTHY STUDENTS

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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 $0

Program Service Revenue $0

Investment Income $3,725,878

Other Revenue $183,101

TOTAL REVENUE $3,908,979

Expense Breakdown

Grants Paid $5,311,477

Salaries & Benefits $644,508

Fundraising Expenses $0

Program Expenses $5,698,182

Other Expenses $188,049

TOTAL EXPENSES $6,144,034

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,908,979	$3,366,554	+0.2%
Expenses	$6,144,034	$6,018,288	+0.0%
Net Income	$-2,235,055	$-2,651,734	-0.2%

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

N/A

Independent Members

N/A

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
N/A	TRUSTEE	N/A		$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	$3,908,979	$6,144,034	$89,454,184	$-2,235,055
2022	$3,366,554	$6,018,288	$93,650,848	$-2,651,734
2021	$8,749,450	$5,730,507	$93,711,829	$3,018,943
2020	$5,721,765	$5,680,979	$93,509,763	$40,786
2018	$6,531,738	$5,573,844	$95,442,090	$957,894

TRUST UA PHILIP F DUPONT FBO UNIVERSITY