University of South Carolina Educational Foundation (EIN 576017985) - 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

1956

Legal Domicile

Phone

8037771466

Tax Period

2023-07-01 to 2024-06-30

University of South Carolina Educational Foundation, founded in 1956, is a mid-sized nonprofit in the Education sector that reported $84.7M in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $72.6M left a modest 14% surplus.

Mission

To support the University of South Carolina in its academic, research and charitable endeavors by promoting a culture of philanthropy, managing and stewarding donor gifts, and providing financial resources to support students and faculty now and into the future.

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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 $44,393,747

Program Service Revenue $798,118

Investment Income $38,681,789

Other Revenue $832,309

TOTAL REVENUE $84,705,963

Expense Breakdown

Grants Paid $36,702,765

Salaries & Benefits $3,329,894

Fundraising Expenses $1,966,271

Program Expenses $66,226,196

Other Expenses $32,409,306

TOTAL EXPENSES $72,648,031

Year-over-Year Comparison

	2023	2022	Change
Revenue	$84,705,963	$64,081,466	+0.3%
Expenses	$72,648,031	$52,078,875	+0.4%
Net Income	$12,057,932	$12,002,591	+0.0%

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

$986,605

Total Directors

Key Employees

$267,685

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Bennett	Chair	1.0	Officer Director	$0	$0	$0
Kenda Laughey	Vice Chair	1.0	Officer Director	$0	$0	$0
Rita Caughman	Chair Emeritus	1.0	Officer Director	$0	$0	$0
Boyd B Jones	Director	1.0	Director	$0	$0	$0
Calvin H Elam	Director	1.0	Director	$0	$0	$0
Christopher Judge	Director	1.0	Director	$0	$0	$0
Felicia Howard	Director	1.0	Director	$0	$0	$0
J Allen Wright	Director	1.0	Director	$0	$0	$0
James P Barrow	Director	1.0	Director	$0	$0	$0
Jeff Spears	Director	1.0	Director	$0	$0	$0
John V Jonson	Director	1.0	Director	$0	$0	$0
Leah B Moody	Director	1.0	Director	$0	$0	$0
Lori Hair	Director	1.0	Director	$0	$0	$0
Pamela A Baker	Director	1.0	Director	$0	$0	$0
R Keith Elliott	Director	1.0	Director	$0	$0	$0
Richard S Plyler	Director	1.0	Director	$0	$0	$0
Rufus C McEntire Jr	Director	1.0	Director	$0	$0	$0
S Stanley Juk Jr	Director	1.0	Director	$0	$0	$0
Stephen D Marino	Director	1.0	Director	$0	$0	$0
Susan W Cramer	Director	1.0	Director	$0	$0	$0
Thomas C Deas Jr	Director	1.0	Director	$0	$0	$0
Tony Tam	Director	1.0	Director	$0	$0	$0
William D Chase	Director	1.0	Director	$0	$0	$0
William N Smith	Director	1.0	Director	$0	$0	$0
Hunter Lambert	Assistant Vice President, Director R.E.	15.0	Officer	$132,795	$23,937	$156,732
Jason Caskey	President and CEO, University Foundation	15.0	Officer	$451,421	$27,368	$478,789
Kim Elliott	CFO and Treasurer	30.0	Officer	$287,250	$13,288	$300,538
Sandy Hightower	Secretary (beginning July 2023)	30.0	Officer	$36,592	$13,954	$50,546
Susan Smith	COO	30.0	Key Emp	$196,193	$71,492	$267,685
Jean Pinckney	Director of Accounting	1.0	Highest	$139,846	$12,434	$152,280
Jennifer Muir	Director of Investments	39.0	Highest	$157,207	$56,914	$214,121
Michael Amiridis	University President	40.0	Highest	$587,357	$0	$587,357
Pam Cope	Director of Human Resources	40.0	Highest	$122,500	$10,970	$133,470
Ruth Ann Shuler	Director of Planned Giving	40.0	Highest	$161,192	$41,896	$203,088

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	$84,705,963	$72,648,031	$731,690,918	$12,057,932
2023	$64,081,466	$52,078,875	$660,021,680	$12,002,591
2022	$89,201,263	$50,992,215	$607,523,681	$38,209,048
2021	$71,008,415	$42,402,432	$718,616,062	$28,605,983
2020	$70,140,817	$41,665,581	$546,439,344	$28,475,236
2019	$42,579,036	$48,435,914	$563,953,655	$-5,856,878
2018	$70,061,874	$48,470,394	$559,241,594	$21,591,480

University of South Carolina Educational Foundation