US FRIENDS OF VICTORIA UNIVERSITY OF WELLINGTON INC (EIN 521943814) - 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

1995

Legal Domicile

Principal Officer

ZACHARY BEARDMAN

Phone

6468670994

Tax Period

2023-01-01 to 2023-12-31

US FRIENDS OF VICTORIA UNIVERSITY OF WELLINGTON INC, founded in 1995, is a micro nonprofit in the International Affairs sector that reported $29K in total revenue in fiscal year 2023. Revenue fell 92% from the prior year — a significant decline worth monitoring. Expenses of $27K left a modest 6% surplus.

Mission

TO SUPPORT UNIVERSITY DEVELOPMENT PROGRAMS AT THE VICTORIA UNIVERSITY OF WELLINGTON, NZ

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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 $28,664

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $28,664

Expense Breakdown

Grants Paid $26,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,700

Other Expenses $301

TOTAL EXPENSES $27,001

Year-over-Year Comparison

	2023	2022	Change
Revenue	$28,664	$339,001	-0.9%
Expenses	$27,001	$337,124	-0.9%
Net Income	$1,663	$1,877	-0.1%

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

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
ERICA MCLEAN	ASST TREASURER/DIRECTOR	0.50	Officer Director	$0	$0	$0
SHIVALI GULAB	TREASURER/DIRECTOR	0.50	Officer Director	$0	$0	$0
DOMINIC SOFE	DIRECTOR	0.50	Director	$0	$0	$0
HALVAR TRODAHL	DIRECTOR	0.50	Director	$0	$0	$0
ZACHARY BEARDMAN	PRESIDENT/DIRECTOR	0.50	Officer Director	$0	$0	$0
FLEUR KNOWSLEY	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN SEALY-O'DONNELL	SECRETARY	0.50	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
2023	$28,664	$27,001	$20,457	$1,663
2022	$339,001	$337,124	$18,794	$1,877
2021	$443,660	$493,859	$16,917	$-50,199
2020	$387,483	$399,289	$67,116	$-11,806

US FRIENDS OF VICTORIA UNIVERSITY OF WELLINGTON INC