THE UNIVERSITY OF FLORIDA FOUNDATION INC (EIN 590974739) - 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

1964

Legal Domicile

Phone

3523925497

Tax Period

2024-07-01 to 2025-06-30

THE UNIVERSITY OF FLORIDA FOUNDATION INC, founded in 1964, is a major nonprofit in the Education sector that reported $260.6M in total revenue in fiscal year 2024. Expenses of $296.5M exceeded revenue, resulting in a 14% operating deficit.

Mission

PRIVATE AIRCRAFT ARE USED, AS APPROPRIATE, WHEN UNIVERSITY OF FLORIDA FOUNDATION (UFF) LEADERSHIP AND UNIVERSITY OF FLORIDA (UF) LEADERSHIP NEED TO MAKE A UNIVERSITY BUSINESS TRIP WHEN THE TIMING OR LOCATION NECESSITATES THE USE OF SUCH PLANES. TRAVEL IS PROVIDED, ON FUNDRAISING TRIPS, FOR COMPANIONS OF UFF LEADERSHIP WHEN A BONA FIDE BUSINESS PURPOSE EXISTS. THESE BENEFITS ARE NOT TAXABLE INCOME TO THE RECIPIENTS ON SCHEDULE J, PART II.

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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 $228,339,581

Program Service Revenue $0

Investment Income $26,446,145

Other Revenue $5,796,978

TOTAL REVENUE $260,582,704

Expense Breakdown

Grants Paid $248,832,125

Salaries & Benefits $23,060,173

Fundraising Expenses $21,205,455

Program Expenses $255,138,243

Other Expenses $23,570,865

TOTAL EXPENSES $296,466,845

Year-over-Year Comparison

	2024	2023	Change
Revenue	$260,582,704	$269,131,431	0.0%
Expenses	$296,466,845	$287,380,962	+0.0%
Net Income	$-35,884,141	$-18,249,531	+1.0%

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

368

Volunteers

372

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

$1,240,453

Total Directors

$2,824,328

Key Employees

$462,757

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anita G Zucker	DIRECTOR	1.0	Director	$0	$0	$0
Cheryl S Cook	DIRECTOR	1.0	Director	$0	$0	$0
Chris A Malachowsky	DIRECTOR	1.0	Director	$0	$0	$0
Christy A Powell	DIRECTOR	1.0	Director	$0	$0	$0
Cynthia L Pekrul	DIRECTOR	1.0	Director	$0	$0	$0
Eugene K Pettis	DIRECTOR	1.0	Director	$0	$0	$0
Howard M Sheridan	DIRECTOR	1.0	Director	$0	$0	$0
Joelen K Merkel	DIRECTOR	1.0	Director	$0	$0	$0
Jose A Costa	DIRECTOR	1.0	Director	$0	$0	$0
JOSEPH GLOVER	DIRECTOR	1.0	Director	$0	$58,423	$585,366
Karen H Unger	DIRECTOR	1.0	Director	$0	$0	$0
Linda S P Hudson	DIRECTOR	1.0	Director	$0	$0	$0
Mark A Rosser	DIRECTOR	1.0	Director	$0	$0	$0
Monisa K Cline	DIRECTOR	1.0	Director	$0	$0	$0
Patricia L Pacey	DIRECTOR	1.0	Director	$0	$0	$0
Rahul Patel	DIRECTOR	1.0	Director	$0	$0	$0
Robert G Stern	DIRECTOR	1.0	Director	$0	$0	$0
Sachio Semmoto	DIRECTOR	1.0	Director	$0	$0	$0
SCOTT J ANGLE	DIRECTOR	1.0	Director	$0	$57,181	$637,576
Swati R Patel	DIRECTOR	1.0	Director	$0	$0	$0
TAYLOR JANTZ	DIRECTOR	1.0	Director	$0	$131,914	$605,634
W KENT FUCHS	DIRECTOR	1.0	Director	$0	$207,032	$995,752
DAVID M CHRISTIE	ASSOC VP & COO	40.0	Officer	$316,249	$54,380	$370,629
DAVID NELMS	VICE CHAIR	1.0	Officer	$0	$0	$0
JON PRITCHETT	CHAIR	1.0	Officer	$0	$0	$0
MARIA MARTIN	EXEC. VICE PRESIDENT	40.0	Officer	$357,610	$59,121	$416,731
MICHAEL S JOHNSON	ASSISTANT VP & CFO	40.0	Officer	$253,399	$56,480	$309,879
TARA BOONSTRA	SECRETARY	40.0	Officer	$105,065	$38,149	$143,214
KIMBERLY M METZGER	ASSOCIATE VICE PRESIDENT	40.0	Key Emp	$393,077	$69,680	$462,757
ANNA M HARPER	ASSOCIATE VICE PRESIDENT	40.0	Highest	$255,127	$54,969	$310,096
AUDREY G GEOFFROY	ASSISTANT VICE PRESIDENT	40.0	Highest	$238,163	$52,859	$291,022
JONATHAN W CANNON	EXECUTIVE DIRECTOR OF DEVELOPMENT	40.0	Highest	$227,127	$49,414	$276,541
JOSEPH A MANDERNACH	ASSOCIATE VICE PRESIDENT	40.0	Highest	$332,245	$35,246	$367,491
LAURA HP CARTER	ASSISTANT VICE PRESIDENT	40.0	Highest	$239,017	$51,681	$290,698

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	$260,582,704	$296,466,845	$3,101,806,691	$-35,884,141
2024	$269,131,431	$287,380,962	$2,887,204,904	$-18,249,531
2023	$200,529,178	$244,045,991	$2,745,249,683	$-43,516,813
2022	$287,971,873	$217,733,295	$2,706,541,368	$70,238,578
2021	$282,673,592	$253,378,826	$2,719,034,973	$29,294,766
2020	$199,540,965	$189,596,389	$2,150,854,726	$9,944,576
2019	$148,617,994	$155,948,644	$2,103,290,237	$-7,330,650
2018	$161,328,325	$157,730,343	$2,035,588,587	$3,597,982

THE UNIVERSITY OF FLORIDA FOUNDATION INC