UNIVERSITIES RESEARCH ASSOCIATION INC (EIN 520816670) - 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

1965

Legal Domicile

Principal Officer

JOHN MESTER

Phone

2022931382

Tax Period

2023-10-01 to 2024-09-30

UNIVERSITIES RESEARCH ASSOCIATION INC, founded in 1965, is a community nonprofit that reported $5.1M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $7.4M exceeded revenue, resulting in a 44% operating deficit.

Mission

TO FACILITATE AND MANAGE LABORATORIES FOR RESEARCH AND EDUCATION IN SCIENCE.

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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 $562,779

Program Service Revenue $4,041,965

Investment Income $522,103

Other Revenue $4,312

TOTAL REVENUE $5,131,159

Expense Breakdown

Grants Paid $656,688

Salaries & Benefits $3,414,848

Fundraising Expenses $0

Program Expenses $2,590,987

Other Expenses $3,298,622

TOTAL EXPENSES $7,370,158

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,131,159	$5,770,537	-0.1%
Expenses	$7,370,158	$6,296,625	+0.2%
Net Income	$-2,238,999	$-526,088	+3.3%

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

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

$1,529,548

Total Directors

Key Employees

$332,860

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY SANDS	CHAIR, BOARD OF TRUSTEES	2.00	Officer Director	$0	$0	$0
WILLIAM H JOYCE	VICE CHAIR, BOARD OF TRUSTEES	2.00	Officer Director	$0	$0	$0
DAVID LEEBRON	BOARD OF TRUSTEES MEMBER	1.00	Director	$0	$0	$0
GREGORY FENVES	BOARD OF TRUSTEES MEMBER	1.00	Director	$0	$0	$0
GENE BLOCK	BOARD OF TRUSTEES MEMBER	1.00	Director	$0	$0	$0
HARRIS PASTIDES	BOARD OF TRUSTEES MEMBER	1.00	Director	$0	$0	$0
JONATHAN HOLLOWAY	BOARD OF TRUSTEES MEMBER	1.00	Director	$0	$0	$0
MARY SUE COLEMAN	BOARD OF TRUSTEES MEMBER	1.00	Director	$0	$0	$0
LISA C FREEMAN	BOARD OF TRUSTEES MEMBER	1.00	Director	$0	$0	$0
ROBERT ROBBINS	BOARD OF TRUSTEES MEMBER	1.00	Director	$0	$0	$0
BARRY BARISH	BOARD OF TRUSTEES MEMBER	1.00	Director	$0	$0	$0
GARNETT S STOKES	BOARD OF TRUSTEES MEMBER	1.00	Director	$0	$0	$0
REX D GEVEDEN	BOARD OF TRUSTEES MEMBER	1.00	Director	$0	$0	$0
JOHN MESTER	PRESIDENT	38.00	Officer	$493,227	$72,624	$565,851
TED WACKLER	VICE PRESIDENT	40.00	Officer	$341,534	$36,340	$377,874
MARY EGGER	CHIEF COUNSEL	40.00	Officer	$297,884	$30,797	$328,681
NAVNEET KAUR	CFO/TREASURER	40.00	Officer	$225,102	$32,040	$257,142
DAVID SCHULTZ	DIRECTOR, USSO	40.00	Key Emp	$301,621	$31,239	$332,860
TIGIST GEBEYEHU	SR. FINANCE & OPERATIONS ANALYST	40.00	Highest	$143,829	$28,695	$172,524
DAVETTA TRUJILLO	USSO BUSINESS & FINANCE MANAGER	40.00	Highest	$128,995	$23,599	$152,594
CLAUDETTE ROSADO-REYES	DIRECTOR FOR PROGRAMS & PARTNERSHIPS	40.00	Highest	$160,108	$27,097	$187,205
LOURDES RUIZ GARCIA	SENIOR PROGRAM ASSOCIATE	40.00	Highest	$102,158	$25,402	$127,560

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	$5,131,159	$7,370,158	$21,005,395	$-2,238,999
2023	$5,770,537	$6,296,625	$20,400,511	$-526,088
2022	$6,414,512	$4,375,289	$18,569,709	$2,039,223
2021	$5,982,811	$3,917,725	$19,819,998	$2,065,086
2020	$5,868,471	$3,763,067	$16,112,676	$2,105,404
2019	$5,758,133	$3,390,746	$13,944,288	$2,367,387
2018	$4,687,531	$2,256,291	$11,138,992	$2,431,240

UNIVERSITIES RESEARCH ASSOCIATION INC