UNIVERSITY SYSTEM OF GEORGIA FOUNDATION INC & AFFILIATES (EIN 586333106) - 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

SCOTT BRYANT

Phone

4049623047

Tax Period

2023-07-01 to 2024-06-30

UNIVERSITY SYSTEM OF GEORGIA FOUNDATION INC & AFFILIATES, founded in 1995, is a mid-sized nonprofit in the Education sector that reported $29.3M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $8.8M, a strong 30% operating margin.

Mission

FOR COMPLETE MISSION DESCRIPTION.THE UNIVERSITY SYSTEM OF GEORGIA FOUNDATION'S PRIMARY GOAL IS TO SUPPORT THE STATE OF GEORGIA UNIVERSITY SYSTEM AND ITS 26 COLLEGES AND UNIVERSITIES TO ENSURE ACCESS TO ACADEMIC EXCELLENCE AND EDUCATIONAL OPPORTUNITIES FOR ALL GEORGIANS.

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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 $1,909,204

Program Service Revenue $24,438,095

Investment Income $3,174,700

Other Revenue $-200,273

TOTAL REVENUE $29,321,726

Expense Breakdown

Grants Paid $4,271,660

Salaries & Benefits $471,801

Fundraising Expenses $300,058

Program Expenses $19,909,382

Other Expenses $15,740,798

TOTAL EXPENSES $20,484,259

Year-over-Year Comparison

	2023	2022	Change
Revenue	$29,321,726	$33,374,446	-0.1%
Expenses	$20,484,259	$20,233,596	+0.0%
Net Income	$8,837,467	$13,140,850	-0.3%

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

$328,623

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CADE JOINER	CHAIR	2.00	Officer Director	$0	$0	$0
ELIZABETH A TERRELL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
T DALLAS SMITH	SECRETARY	1.00	Officer Director	$0	$0	$0
TY SMITH	TREASURER	1.00	Officer Director	$0	$0	$0
NEIL L PRUITT JR	PRESIDENT USGREF MANAGER, LLC	2.00	Officer Director	$0	$0	$0
TEDDY RUSSELL	IMMEDIATE PAST CHAIR	0.50	Director	$0	$0	$0
M BRIAN BLAKE	TRUSTEE	0.50	Director	$0	$0	$0
CHRISTINE BOUCHER	TRUSTEE	0.50	Director	$0	$0	$0
GEORGE BROOKS	TRUSTEE	0.50	Director	$0	$0	$0
RICH JOHNSON	TRUSTEE	0.50	Director	$0	$0	$0
SARAH-ELIZABETH LANGFORD	TRUSTEE	0.50	Director	$0	$0	$0
DONALD LEEBERN	TRUSTEE	0.50	Director	$0	$0	$0
KELLY LOEFFLER	TRUSTEE	0.50	Director	$0	$0	$0
ANDY MACKE	TRUSTEE	0.50	Director	$0	$0	$0
JOHN J NEELY III	TRUSTEE	0.50	Director	$0	$0	$0
COURTNEY SMITH	TRUSTEE	0.50	Director	$0	$0	$0
JULIE SMITH	TRUSTEE	0.50	Director	$0	$0	$0
MALCOLM SMITH	TRUSTEE	0.50	Director	$0	$0	$0
JAMES K SYFAN III	TRUSTEE	0.50	Director	$0	$0	$0
CHRISTINA PALOSKI	ASST VICE CHAN FOR DEVELOPMENT	40.00	Officer	$133,773	$12,557	$146,330
SCOTT BRYANT	CEO/VICE CHANCELLOR FOR DEVELOPMENT	40.00	Officer	$0	$0	$0
KIRBY A THOMPSON	CEO/VICE CHANCELLOR FOR DEVELOPMENT	40.00	Officer	$154,547	$27,746	$182,293

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	$29,321,726	$20,484,259	$542,098,595	$8,837,467
2023	$33,374,446	$20,233,596	$561,632,614	$13,140,850
2022	$27,810,587	$17,684,273	$553,443,159	$10,126,314
2021	$27,479,908	$17,194,049	$572,651,205	$10,285,859
2020	$22,216,661	$16,638,179	$441,408,564	$5,578,482
2019	$24,907,465	$17,548,426	$458,758,854	$7,359,039
2018	$26,219,192	$12,557,920	$439,225,972	$13,661,272

UNIVERSITY SYSTEM OF GEORGIA FOUNDATION INC & AFFILIATES