UNIVERSITY OF ABERDEEN FOUNDATION INC (EIN 521970587) - 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

1994

Legal Domicile

Principal Officer

RHODERICK W SHARP

Phone

6468670994

Tax Period

2023-01-01 to 2023-12-31

UNIVERSITY OF ABERDEEN FOUNDATION INC, founded in 1994, is a small nonprofit in the Education sector that reported $820K in total revenue in fiscal year 2023. Revenue surged 105% from the prior year, signaling strong growth momentum. The organization ran a surplus of $777K, a strong 95% operating margin.

Mission

SOLICITING CONTRIBUTIONS FOR PURPOSES OF MAKING GIFTS AND GRANTS TO QUALIFIED CHARITABLE AND/OR EDUCATIONAL ORGANIZATIONS.

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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 $799,229

Program Service Revenue $0

Investment Income $20,279

Other Revenue $0

TOTAL REVENUE $819,508

Expense Breakdown

Grants Paid $32,916

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,916

Other Expenses $9,105

TOTAL EXPENSES $42,021

Year-over-Year Comparison

	2023	2022	Change
Revenue	$819,508	$399,934	+1.0%
Expenses	$42,021	$404,713	-0.9%
Net Income	$777,487	$-4,779	-163.7%

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
RHODERICK W SHARP	DIRECTOR / PRESIDENT	0.50	Officer Director	$0	$0	$0
JONATHAN M DAUBE	DIRECTOR	0.50	Director	$0	$0	$0
JOHN W RALEY	RESIGNED '23	0.00	Director	$0	$0	$0
ANNA EWINS	DIRECTOR	0.50	Director	$0	$0	$0
TODD G WYNNE-PARRY	DIRECTOR/SEC/TREAS	1.00	Officer Director	$0	$0	$0
GEORGE T PATTON JR	DIRECTOR/VP	0.50	Officer Director	$0	$0	$0
KIRSTEN HARTIL	DIRECTOR	0.50	Director	$0	$0	$0
MARCIA PRIMUS	DIRECTOR	0.50	Director	$0	$0	$0
THOMAS ARMSTRONG	DIRECTOR	0.50	Director	$0	$0	$0
GAIL PRUDENTI	DIRECTOR	0.50	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	No data	No data	No data	No data
2023	$819,508	$42,021	$852,210	$777,487
2023	$844,982	$67,495	$852,210	$777,487
2022	$399,934	$404,713	$90,096	$-4,779
2021	$1,344,649	$1,539,785	$94,913	$-195,136
2020	$168,942	$1,595,413	$290,011	$-1,426,471
2019	$1,205,381	$293,278	$1,716,482	$912,103
2018	$471,432	$665,196	$804,379	$-193,764

UNIVERSITY OF ABERDEEN FOUNDATION INC