UNIVERSITY OF MARYLAND FOUNDATION INC (EIN 521125663) - 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

1979

Legal Domicile

Principal Officer

Tom Gilbert

Phone

3014458040

Tax Period

2022-07-01 to 2023-06-30

UNIVERSITY OF MARYLAND FOUNDATION INC, founded in 1979, is a mid-sized nonprofit in the Education sector that reported $46.9M in total revenue in fiscal year 2022. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $40.8M left a modest 13% surplus.

Mission

The University System of Maryland Foundation supports public higher education in Maryland through philanthropy, asset management, and stewardship.

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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 (2022)

Revenue Breakdown

Contributions & Grants $24,021,158

Program Service Revenue $756,391

Investment Income $15,194,367

Other Revenue $6,903,449

TOTAL REVENUE $46,875,365

Expense Breakdown

Grants Paid $17,845,911

Salaries & Benefits $6,496,125

Fundraising Expenses $2,016,357

Program Expenses $25,623,465

Other Expenses $16,450,222

TOTAL EXPENSES $40,792,258

Year-over-Year Comparison

	2022	2021	Change
Revenue	$46,875,365	$97,078,608	-0.5%
Expenses	$40,792,258	$36,454,677	+0.1%
Net Income	$6,083,107	$60,623,931	-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

Volunteers

200

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

$1,076,090

Total Directors

Key Employees

$504,686

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sharcus Steen	Director of Investments/Interim CIO	40	Highest	$827,976	$39,877	$867,853
Samuel Gallo	CIO/Departing CIO	40	Key Emp	$470,009	$34,677	$504,686
Leonard R Raley	Chief Executive Officer	40	Officer	$407,557	$48,198	$455,755
Chris Ingram	Senior Sustainability & Public Markets Analyst	40	Highest	$360,236	$42,295	$402,531
Chad Mitchell	Senior Investment Analyst	40	Highest	$364,511	$37,755	$402,266
Charlie Sexton	Senior Investment Analyst	40	Highest	$365,407	$29,844	$395,251
Tom Gilbert	Chief Financial Officer	40	Officer	$337,896	$44,942	$382,838
Ralph Partlow	General Counsel	40	Officer	$208,867	$28,630	$237,497
Roy Hossler	Director of Business Operations	40	Highest	$188,942	$32,754	$221,696
Gregory S Abel	Director	0	Director	$0	$0	$0
Joe N Ballard	Director	0	Director	$0	$0	$0
Anirban Basu	Director	0	Director	$0	$0	$0
Larry Boggs	Director	0	Director	$0	$0	$0
Joseph Bowen	Director	0	Director	$0	$0	$0
Hugh Breslin	Director	0	Director	$0	$0	$0
Hope Brown	Director	0	Director	$0	$0	$0
Alan Cason	Director	0	Director	$0	$0	$0
Sara Fernandez Cendon	Director	0	Director	$0	$0	$0
Christine Chandler	Director	0	Director	$0	$0	$0
Mary Clapsadddle	Director	0	Director	$0	$0	$0
Charles Cole	Director	0	Director	$0	$0	$0
William Couper	Director	0	Director	$0	$0	$0
B Gary Dando	Director	0	Director	$0	$0	$0
Gail Elmore	Director	0	Director	$0	$0	$0
Christopher Evans	Director	0	Director	$0	$0	$0
V Raymond Ferrara	Director	0	Director	$0	$0	$0
Eric Francis	Director	0	Director	$0	$0	$0
Linda Gooden	Director	0	Director	$0	$0	$0
Barry Gossett	Director	0	Director	$0	$0	$0
Joseph R Hardiman	Director	0	Director	$0	$0	$0
Frank Islam	Director	0	Director	$0	$0	$0
Harry Johnson	Director	0	Director	$0	$0	$0
Robert Owen Johnson	Director	0	Director	$0	$0	$0
Linda Ellen Jones	Director	0	Director	$0	$0	$0
Viju Joseph	Director	0	Director	$0	$0	$0
Brian Meenaghan	Director	0	Director	$0	$0	$0
Robert Milkovich	Director	0	Director	$0	$0	$0
Paul H Mullan	Director	0	Director	$0	$0	$0
Patricia D Murray-Newby	Director	0	Director	$0	$0	$0
J Mitchell Neitzey	Director	0	Director	$0	$0	$0
Brian Nelson	Director	0	Director	$0	$0	$0
Craig Norhtrop	Director	0	Director	$0	$0	$0
Sang Oh	Director	0	Director	$0	$0	$0
Alicia Ritchie	Director	0	Director	$0	$0	$0
Lonnie Robbins	Director	0	Director	$0	$0	$0
Donald Scheeler	Director	0	Director	$0	$0	$0
Kimberly Stokes	Director	0	Director	$0	$0	$0
Thomas Schweizer Jr	Director	0	Director	$0	$0	$0
Bonnie Stein	Director	0	Director	$0	$0	$0
Jose Antonio Tijerino	Director	0	Director	$0	$0	$0
Stacey Ullrich	Director	0	Director	$0	$0	$0
David Vahos	Director	0	Director	$0	$0	$0
Alexandra von Paris	Director	0	Director	$0	$0	$0
David Young	Director	0	Director	$0	$0	$0
Crystal Watkins-Johansson	Director	0	Director	$0	$0	$0
Alicia Wilson	Director	0	Director	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$46,875,365	$40,792,258	$2,282,585,813	$6,083,107
2022	$97,078,608	$36,454,677	$2,188,081,766	$60,623,931
2021	$62,167,598	$31,770,458	$2,110,990,979	$30,397,140
2020	$61,891,724	$34,178,679	$1,643,859,648	$27,713,045
2019	$43,494,414	$35,665,875	$1,593,334,743	$7,828,539
2018	$46,413,275	$31,473,092	$1,482,186,728	$14,940,183

UNIVERSITY OF MARYLAND FOUNDATION INC