Trustees of the Endowment Fund of the University of Maryland (EIN 526055592) - 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

1904

Legal Domicile

Phone

4107067454

Tax Period

2023-01-01 to 2023-12-31

Trustees of the Endowment Fund of the University of Maryland, founded in 1904, is a community nonprofit that reported $8.4M in total revenue in fiscal year 2023. Revenue fell 49% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $4.3M, a strong 51% operating margin.

Mission

TO HOLD, INVEST, AND CONTROL CASH, INVESTMENTS, AND OTHER PROPERTY, AND TO APPLY THE INCOME FROM INVESTMENTS TO THE BENEFIT OF UNIVERSITY OF MARYLAND BALTIMORE.

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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 $162,023

Program Service Revenue $0

Investment Income $8,283,296

Other Revenue $0

TOTAL REVENUE $8,445,319

Expense Breakdown

Grants Paid $3,596,234

Salaries & Benefits $50,000

Fundraising Expenses $0

Program Expenses $3,599,661

Other Expenses $511,129

TOTAL EXPENSES $4,157,363

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,445,319	$16,500,656	-0.5%
Expenses	$4,157,363	$2,713,996	+0.5%
Net Income	$4,287,956	$13,786,660	-0.7%

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

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

$50,000

Total Directors

$50,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	President	10.0	Officer Director	$50,000	$0	$50,000
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	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
2024	No data	No data	No data	No data
2023	$8,445,319	$4,157,363	$135,048,885	$4,287,956
2022	$16,500,656	$2,713,996	$119,672,854	$13,786,660
2021	$8,632,494	$2,667,143	$143,965,935	$5,965,351
2020	$1,805,101	$2,435,035	$126,733,956	$-629,934
2019	$7,629,916	$2,363,884	$111,100,831	$5,266,032
2018	$3,945,391	$2,416,279	$89,954,226	$1,529,112

Trustees of the Endowment Fund of the University of Maryland