NATIONAL DEFENSE UNIVERSITY FOUNDA… - Form 990 Financial Data

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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

1982

Legal Domicile

Principal Officer

JAMES SCHMELING

Phone

2026852527

Tax Period

2023-10-01 to 2024-09-30

NATIONAL DEFENSE UNIVERSITY FOUNDATION INC, founded in 1982, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue fell 49% from the prior year — a significant decline worth monitoring.

Mission

ENCOURAGEMENT, SUPPORT AND FURTHERING OF THE TRADITIONS OF THE NATIONAL DEFENSE UNIVERSITY PROMOTING EDUCATIONAL CONFERENCES, PROVIDING FELLOWSHIPS AND PROFESSORSHIPS, SUPPORTING SCHOLARLY RESEARCH, WRITING AND PUBLICATION, FACULTY ENRICHMENT SUPPORT TO ENSURE EXCELLENCE IN ADVANCED PROFESSIONAL MILITARY EDUCATION AND RESEARCH, AND OTHER AREAS OF ACTIVITY ENUMERATED IN THE BYLAWS AND APPROVED BY THE BOARD OF DIRECTORS.

Program Service Accomplishments

Program 1

Expenses: $467,596 Revenue: $786,768

THE NDUF PLAYS A FUNDAMENTAL ROLE IN SUPPORTING THE INTERNATIONAL FELLOWS AT THE UNIVERSITY. IT PROVIDES RESOURCES FOR INTERNATIONAL STUDENTS AND THEIR FAMILIES THROUGH SPONSORSHIP OF ENGLISH...

THE NDUF PLAYS A FUNDAMENTAL ROLE IN SUPPORTING THE INTERNATIONAL FELLOWS AT THE UNIVERSITY. IT PROVIDES RESOURCES FOR INTERNATIONAL STUDENTS AND THEIR FAMILIES THROUGH SPONSORSHIP OF ENGLISH LANGUAGE CLASSES, OFFICIAL FIELD STUDIES, AND SPOUSES GROUP PROGRAMS. THESE INITIATIVES PROMOTE CRITICAL CULTURAL UNDERSTANDING, PROFESSIONAL RELATIONSHIPS, AND A DIVERSITY OF PERSPECTIVES CRITICAL TO NATIONAL SECURITY POLICY THINKING AT HOME AND ABROAD. ADDITIONALLY, THE FOUNDATION SPONSORS ANNUAL STUDENT WRITING AWARDS-INCLUDING THE SECRETARY OF DEFENSE, CHAIRMAN OF THE JOINT CHIEFS OF STAFF, AND JOINT FORCE QUARTERLY WRITING COMPETITIONS - TO PROMOTE DEEP THOUGHT ON A VARIETY OF NATIONAL SECURITY RELATED TOPICS AND RECOGNIZE ACADEMIC EXCELLENCE AMONG THE FUTURE LEADERS AT NDUF. THE FOUNDATION ALSO SUPPORTS NATIONAL SECURITY FORUMS COVERING A WIDE RANGE OF TOPICS INCLUDING EMERGING TECHNOLOGIES, REGIONAL INSTABILITY, ENERGY AND CYBER SECURITY AND WEAPONS OF MASS DESTRUCTION, FACILITATING GREATER ENGAGEMENT WITH THE AMERICAN PUBLIC ON ISSUES OF NATIONAL SECURITY.

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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 $953,787

Program Service Revenue $0

Investment Income $0

Other Revenue $145,331

TOTAL REVENUE $1,099,118

Expense Breakdown

Grants Paid $0

Salaries & Benefits $407,211

Fundraising Expenses $41,250

Program Expenses $467,596

Other Expenses $756,988

TOTAL EXPENSES $1,164,199

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,099,118	$2,175,557	-0.5%
Expenses	$1,164,199	$1,274,839	-0.1%
Net Income	$-65,081	$900,718	-1.1%

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

$300,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES SCHMELING	PRESIDENT AND CEO	40.00	Officer Highest	$291,000	$9,000	$300,000
ROB SPRING	CHAIR	1.00	Officer Director	$0	$0	$0
JAY SILVERIA	VICE CHAIR	1.00	Officer Director	$0	$0	$0
K JACK RILEY	TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL LANGMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL TANG	DEVELOPMENT COMMITTE CHAIR	1.00	Director	$0	$0	$0
SHARON DUNBAR	DEVELOPMENT COMMITTEE CO-CHAIR	1.00	Director	$0	$0	$0
TARA MURPHY DOUGHTERY	DEVELOPMENT COMMITTEE CO-CHAIR	1.00	Director	$0	$0	$0
ANGELA AMBROSE	DIRECTOR	1.00	Director	$0	$0	$0
MADELYN CREEDON	DIRECTOR	1.00	Director	$0	$0	$0
SWAMI IYER	DIRECTOR	1.00	Director	$0	$0	$0
NICOLA JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MONIZ	DIRECTOR	1.00	Director	$0	$0	$0
FRANK MUTH	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA RONIS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN ROBERTI	DIRECTOR	1.00	Director	$0	$0	$0
MATT WOLLMAN	DIRECTOR	1.00	Director	$0	$0	$0
KIRSTJEN NIELSEN	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA HUMPTON	DIRECTOR	1.00	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
2024	$1,099,118	$1,164,199	$1,799,645	$-65,081
2023	$2,175,557	$1,274,839	$1,859,624	$900,718
2022	$892,564	$1,347,038	$993,792	$-454,474
2021	$2,026,239	$1,154,039	$1,465,889	$872,200
2020	$782,272	$670,186	$578,506	$112,086
2019	$1,036,861	$1,293,318	$452,785	$-256,457

NATIONAL DEFENSE UNIVERSITY FOUNDATION INC