THE UNIVERSITY OF GEORGIA FOUNDATION (EIN 586033837) - 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

1937

Legal Domicile

Principal Officer

ELIZABETH PRINCE

Phone

7065426677

Tax Period

2023-07-01 to 2024-06-30

THE UNIVERSITY OF GEORGIA FOUNDATION, founded in 1937, is a major nonprofit in the Education sector that reported $257.7M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $97.1M, a strong 38% operating margin.

Mission

HEALTH OR SOCIAL CLUB DUES FROM TIME TO TIME, THE UNIVERSITY OF GEORGIA FOUNDATION PROVIDES CERTAIN EXECUTIVES WITH TAXABLE COMPENSATION TO REIMBURSE THE EXPENSE OF MEMBERSHIP DUES AND APPROPRIATE INITIATION FEES FOR A SOCIAL OR COUNTRY CLUB USED FOR THE UNIVERSITY OF GEORGIA FOUNDATION BUSINESS ENTERTAINMENT PURPOSES.

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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 $169,925,027

Program Service Revenue $1,749,838

Investment Income $75,735,032

Other Revenue $10,293,521

TOTAL REVENUE $257,703,418

Expense Breakdown

Grants Paid $143,414,931

Salaries & Benefits $0

Fundraising Expenses $3,047,908

Program Expenses $150,483,926

Other Expenses $17,217,415

TOTAL EXPENSES $160,632,346

Year-over-Year Comparison

	2023	2022	Change
Revenue	$257,703,418	$228,825,979	+0.1%
Expenses	$160,632,346	$131,852,441	+0.2%
Net Income	$97,071,072	$96,973,538	+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

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

$1,009,295

Total Directors

$1,015,983

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLISON AUSBAND	CHAIR	8.00	Officer Director	$0	$0	$0
MICHAEL BOUDENS	TRUSTEE	3.00	Director	$0	$0	$0
CHRISTOPHER BROWN	TRUSTEE	2.00	Director	$0	$0	$0
LEAH BROWN	TRUSTEE	1.00	Director	$0	$0	$0
EDWARD CASTRO	TRUSTEE	1.00	Director	$0	$0	$0
JAMES CHILDS	TRUSTEE	1.00	Director	$0	$0	$0
JAMES COCHRAN	TREASURER	2.00	Officer Director	$0	$0	$0
NATALIE SCHWEERS COGHILL	TRUSTEE	2.00	Director	$0	$0	$0
BETSY COX	TRUSTEE	1.00	Director	$0	$0	$0
YVETTE DANIELS	TRUSTEE	1.00	Director	$0	$0	$0
JAMES DINKINS	TRUSTEE	1.00	Director	$0	$0	$0
ELISHA FINNEY	TRUSTEE	1.00	Director	$0	$0	$0
VERNON GOOGE	TRUSTEE	2.00	Director	$0	$0	$0
MITCHELL GREEN	TRUSTEE	2.00	Director	$0	$0	$0
MARK JENNINGS	TRUSTEE	1.00	Director	$0	$0	$0
NANCY JUNEAU	TRUSTEE	2.00	Director	$0	$0	$0
CHLOE KELLEY	TRUSTEE	2.00	Director	$0	$0	$0
KEITH KELLY	TRUSTEE	1.00	Director	$0	$0	$0
SETH KNIGHT	TRUSTEE	2.00	Director	$0	$0	$0
CHARLES KNOX	TRUSTEE	1.00	Director	$0	$0	$0
JERE MOREHEAD	EX-OFFICIO TRUSTEE - PRESIDENT	3.00	Director	$0	$318,623	$1,015,983
MIDDLETON PARKER	TRUSTEE	2.00	Director	$0	$0	$0
JOHN PARKER	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL PATRICK	TRUSTEE	2.00	Director	$0	$0	$0
RICHARD PENNELL	TRUSTEE	1.00	Director	$0	$0	$0
NEAL QUIRK	IMM. PAST CHAIR	2.00	Director	$0	$0	$0
ELIZABETH REID	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH CORRELL RICHARDS	TRUSTEE	2.00	Director	$0	$0	$0
JOHN SCHRAUDENBACH	TRUSTEE	2.00	Director	$0	$0	$0
JODI SELVEY	TRUSTEE	2.00	Director	$0	$0	$0
BONNEY SHUMAN	SECRETARY	3.00	Officer Director	$0	$0	$0
DOROTHY SIFFORD	TRUSTEE	2.00	Director	$0	$0	$0
KIMBERLY STAMPER	TRUSTEE	2.00	Director	$0	$0	$0
JOHN TURNER	TRUSTEE	1.00	Director	$0	$0	$0
REBECCA WINKLER	TRUSTEE	1.00	Director	$0	$0	$0
DELOS YANCEY	TRUSTEE	1.00	Director	$0	$0	$0
HOWARD YOUNG	EXECUTIVE VICE-CHAIR	4.00	Officer Director	$0	$0	$0
C LEE ZELL	EX-OFFICIO, VOTING TRUSTEE	1.00	Director	$0	$0	$0
JASON BULL	CIO	40.00	Officer	$0	$94,072	$429,116
ELIZABETH PRINCE	CFO	40.00	Officer	$0	$38,149	$215,591
JILL WALTON	EXECUTIVE DIRECTOR	15.00	Officer	$0	$88,267	$364,588

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	$257,703,418	$160,632,346	$2,191,138,081	$97,071,072
2023	$228,825,979	$131,852,441	$1,974,085,193	$96,973,538
2022	$241,177,913	$120,115,316	$1,813,135,367	$121,062,597
2021	$224,934,899	$87,269,205	$1,902,716,791	$137,665,694
2020	$126,079,273	$104,345,831	$1,437,926,108	$21,733,442
2019	$202,604,450	$88,064,891	$1,430,979,513	$114,539,559

THE UNIVERSITY OF GEORGIA FOUNDATION