UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC (EIN 593086453) - 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

1991

Legal Domicile

Principal Officer

WINTON SCHOENFELD

Phone

4078821113

Tax Period

2022-07-01 to 2023-06-30

UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC, founded in 1991, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $21.5M in total revenue in fiscal year 2022. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $19.5M left a modest 9% surplus.

Mission

TO SUPPORT THE RESEARCH AND SPONSORED PROGRAM ACTIVITIES OF FACULTY, STAFF, AND STUDENTS WHILE PROVIDING HIGH QUALITY ADMINISTRATIVE, FISCAL, AND SUPPORT SERVICES IN A USER-FRIENDLY AND EFFICIENT MANNER. ALSO TO CREATE AND DEVELOP OPPORTUNITIES TO INCREASE SPONSORED PROGRAM ACTIVITY, PROTECT UNIVERSITY-DEVELOPED INTELLECTUAL PROPERTY, AND MAXIMIZE THE UTILIZATION OF RESEARCH RESULTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,190,298

Program Service Revenue $16,117,245

Investment Income $334,665

Other Revenue $2,836,171

TOTAL REVENUE $21,478,379

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,815,653

Other Expenses $19,531,778

TOTAL EXPENSES $19,531,778

Year-over-Year Comparison

	2022	2021	Change
Revenue	$21,478,379	$19,774,896	+0.1%
Expenses	$19,531,778	$17,407,010	+0.1%
Net Income	$1,946,601	$2,367,886	-0.2%

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

$1,052,180

Total Directors

$2,173,739

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MR MARK CRANDALL	DIRECTOR	1.00	Director	$0	$0	$0
MR EDWARD ALEXANDER	DIRECTOR	1.00	Director	$0	$0	$0
MR WAYMON ARMSTRONG	DIRECTOR	1.00	Director	$0	$0	$0
DR TERRI FINKEL	DIRECTOR	1.00	Director	$0	$0	$0
MR BENJAMIN PATZ	DIRECTOR	1.00	Director	$0	$0	$0
DR ALEXANDER CARTWRIGHT	DIRECTOR	1.00	Director	$0	$57,136	$1,010,727
MS BEVERLY SEAY	DIRECTOR	1.00	Director	$0	$0	$0
DR WINSTON SCHOENFELD	INTERIM CEO & PRESIDENT	1.00	Officer Director	$0	$60,987	$351,881
HAROLD MILLS	DIRECTOR	1.00	Director	$0	$0	$0
DR ELIZABETH KLONOFF	PRESIDENT & CEO, CHAIR	1.00	Officer Director	$0	$53,863	$353,873
MR GERALD HECTOR	DIRECTOR	1.00	Director	$0	$50,633	$457,258
MS KIM SMITH	SECRETARY, VP OPERATIONS	1.00	Officer	$0	$39,906	$180,615
MS MEGAN CARRIGAN	CFO, TREASURER	1.00	Officer	$0	$43,230	$165,811

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	No data	No data	No data	No data
2023	$21,478,379	$19,531,778	$35,101,583	$1,946,601
2022	$19,774,896	$17,407,010	$30,503,438	$2,367,886
2021	$16,545,937	$14,990,719	$26,737,307	$1,555,218
2020	$14,066,619	$12,242,202	$21,317,376	$1,824,417
2019	$12,540,297	$12,236,219	$18,511,893	$304,078
2018	$11,893,239	$11,028,112	$15,405,907	$865,127

UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC