University of South Florida Foundation Inc (EIN 590879015) - 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

1960

Legal Domicile

Phone

8139741801

Tax Period

2024-07-01 to 2025-06-30

University of South Florida Foundation Inc, founded in 1960, is a major nonprofit in the Education sector that reported $187.8M in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $106.9M, a strong 57% operating margin.

Mission

TO ACCEPT, INVEST AND DISTRIBUTE PRIVATE GIFTS IN SUPPORT OF THE UNIVERSITY OF SOUTH FLORIDA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $91,026,418

Program Service Revenue $2,383,222

Investment Income $94,722,392

Other Revenue $-320,216

TOTAL REVENUE $187,811,816

Expense Breakdown

Grants Paid $70,204,382

Salaries & Benefits $0

Fundraising Expenses $2,621,288

Program Expenses $70,388,946

Other Expenses $10,706,677

TOTAL EXPENSES $80,911,059

Year-over-Year Comparison

	2024	2023	Change
Revenue	$187,811,816	$126,387,180	+0.5%
Expenses	$80,911,059	$97,953,413	-0.2%
Net Income	$106,900,757	$28,433,767	+2.8%

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

897

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

$1,711,634

Total Directors

$2,863,134

Key Employees

$1,522,822

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anthony R James	Chair	5.0	Officer Director	$0	$0	$0
Ashley Butler	Secretary	5.0	Officer Director	$0	$0	$0
Debbie Nye Sembler	Vice Chair	5.0	Officer Director	$0	$0	$0
Jose Valiente	Immediate Past Chair	5.0	Officer Director	$0	$0	$0
Kimberlyann Ross	Treasurer	5.0	Officer Director	$0	$0	$0
Andrea Gonzmart Williams	BOARD MEMBER	5.0	Director	$0	$0	$0
Anila Jain	Board Member	5.0	Director	$0	$0	$0
Anthony Umholtz	BOARD MEMBER	5.0	Director	$0	$0	$0
April Rose Grajales	Board Member	5.0	Director	$0	$0	$0
Brad Bernstein	Board Member	5.0	Director	$0	$0	$0
Christine Turner	BOARD MEMBER	5.0	Director	$0	$0	$0
Cindy Kane	BOARD MEMBER	5.0	Director	$0	$0	$0
David Goldstein	BOARD MEMBER	5.0	Director	$0	$0	$0
Dolores Garcia	BOARD MEMBER	5.0	Director	$0	$0	$0
Don Aripoli	BOARD MEMBER	5.0	Director	$0	$0	$0
Donna L Longhouse	BOARD MEMBER	5.0	Director	$0	$0	$0
Dr Andy Hafer	BOARD MEMBER	5.0	Director	$0	$0	$0
Dr Gilbert T Gonzalez	BOARD MEMBER	5.0	Director	$0	$0	$9,898
Dr Panos Vasiloudes	BOARD MEMBER	5.0	Director	$0	$0	$0
Dr Prasant Mohapatra	USF EXEC VP & PROVOST	5.0	Director	$0	$52,917	$832,107
Elizabeth Krystyn	BOARD MEMBER	5.0	Director	$0	$0	$0
Elodie Dorso	BOARD MEMBER	5.0	Director	$0	$0	$0
George Morgan	Board Member	5.0	Director	$0	$0	$0
Grace Maseda-Sainz	BOARD MEMBER (thru Aug 2024) / USF ASST VP AFFINITY PROGRAMS	5.0	Director	$0	$11,592	$65,370
Jennifer Condon	USF CFO	5.0	Director	$0	$41,968	$531,402
Joie S Chitwood III	BOARD MEMBER	5.0	Director	$0	$0	$0
Juan Carlos JC Prado	BOARD MEMBER	5.0	Director	$0	$0	$0
Julius D Davis	BOARD MEMBER	5.0	Director	$0	$0	$0
Laura Crouch	BOARD MEMBER	5.0	Director	$0	$0	$0
Merritt Martin	BOARD MEMBER	5.0	Director	$0	$0	$0
Michelle Lynch	BOARD MEMBER	5.0	Director	$0	$0	$0
Michelle Turman	BOARD MEMBER	5.0	Director	$0	$0	$0
Ray Chip Newton III	BOARD MEMBER	5.0	Director	$0	$0	$0
Rhea Law	PRESIDENT, UNIVERSITY OF SOUTH FLORIDA	5.0	Director	$0	$304,906	$1,424,357
Robert Donaldson	BOARD MEMBER	5.0	Director	$0	$0	$0
Sam Barrington	BOARD MEMBER	5.0	Director	$0	$0	$0
Sam Lazzara	BOARD MEMBER	5.0	Director	$0	$0	$0
Sheetal Patel	BOARD MEMBER	5.0	Director	$0	$0	$0
Stephanie Goforth	BOARD MEMBER	5.0	Director	$0	$0	$0
Stephen Fessler	Board Member	5.0	Director	$0	$0	$0
Supriya Taneja	BOARD MEMBER	5.0	Director	$0	$0	$0
William Mariotti	BOARD MEMBER	5.0	Director	$0	$0	$0
Jay Stroman	SR. VICE PRESIDENT, UNIVERSITY ADVANCEMENT AND CEO, USF FOUNDATION	40.0	Officer	$0	$98,747	$825,098
Noreen Segrest	VICE PRESIDENT OF UNIVERSITY ADVANCEMENT AND COO	40.0	Officer	$0	$38,755	$365,061
Pam Prado	Chief of Staff, University Advancement	40.0	Officer	$0	$25,108	$195,396
Rob Fischman	VICE PRESIDENT, BUSINESS & FINANCE AND USF FOUNDATION CFO	40.0	Officer	$0	$36,639	$326,079
Amy Harroun	Associate Vice President for Communications and Marketing	40.0	Key Emp	$0	$31,499	$192,018
Bill McCausland	Vice President & Executive Director of Alumni	40.0	Key Emp	$0	$34,536	$280,457
Jennifer McAfee	SENIOR ASSOCIATE VICE PRESIDENT OF DEVELOPMENT	40.0	Key Emp	$0	$47,259	$347,373
Kara Steiner	Senior Associate VP, USF Health Development & Alumni Relations	40.0	Key Emp	$0	$27,991	$181,536
Kelley Gibson	SENIOR ASSOCIATE VICE PRESIDENT OF DEVELOPMENT	40.0	Key Emp	$0	$36,531	$326,394
Kristin Green	Associate Vice President for Talent Management	40.0	Key Emp	$0	$28,721	$195,044
Christian Hardigree	Regional Chancellor	40.0	Highest	$0	$46,577	$353,784
Dr Brett Kemker	Interim Regional Chancellor, USF Sarasota-Manatee campus	40.0	Highest	$0	$35,404	$294,978
Karen Holbrook	Regional Chancellor	40.0	Highest	$0	$26,845	$375,650
Lelo Prado	ASSOCIATE VICE PRESIDENT OF DEVELOPMENT	40.0	Highest	$0	$27,766	$288,744
Steve Blair	PRINCIPAL GIFT OFFICER	40.0	Highest	$0	$38,046	$359,375
Arty Giallourakis	AVP HEALTH DEV & ALUMNI REL (THRU JUNE 2024)/PRINCIPAL PHILANTHROPY OFFICER	40.0		$0	$35,575	$269,706

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	$187,811,816	$80,911,059	$1,017,746,815	$106,900,757
2024	$126,387,180	$97,953,413	$920,341,296	$28,433,767
2023	$68,468,169	$100,413,985	$837,528,240	$-31,945,816
2022	$141,849,189	$103,581,818	$821,074,602	$38,267,371
2021	$144,887,499	$77,167,981	$929,677,670	$67,719,518
2020	$119,043,380	$72,961,323	$753,475,020	$46,082,057
2019	$121,166,631	$80,019,777	$696,550,851	$41,146,854
2018	$107,715,045	$67,769,134	$696,495,146	$39,945,911

University of South Florida Foundation Inc