WESTERN KENTUCKY UNIVERSITY FOUNDATION (EIN 611251555) - 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

1993

Legal Domicile

Principal Officer

DONALD SMITH

Phone

2707454597

Tax Period

2023-01-01 to 2023-12-31

Mission

THE MISSION OF WESTERN KENTUCKY UNIVERSITY FOUNDATION (WKUF) IS TO CREATE A CULTURE OF PHILANTHROPY THAT WILL ADVANCE THE GOALS OF WKU THROUGH PRUDENT AND TRUSTED FINANCIAL MANAGEMENT AND INVESTMENT OF RESOURCES GIVEN FOR THE BENEFIT OF WKU AND IN KEEPING WITH THE WISHES OF DONORS. THE WKUF WILL MEET THE HIGHEST STANDARDS OF BEST PRACTICES IN ALL ASPECTS OF ITS OPERATION.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$8,960,231	-1.0%
Expenses	N/A	$8,533,662	-1.0%
Net Income	N/A	$426,569	N/A

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

$1,176,475

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MR GARRY WATKINS	CHAIR	2.00	Director	$0	$0	$0
MS MICHELLE WELLS	VICE-CHAIR	2.00	Director	$0	$0	$0
MR TOM HART	DIRECTOR	2.00	Director	$0	$0	$0
MS BELLE LADY HUNT	DIRECTOR	2.00	Director	$0	$0	$0
MR DAVID WISEMAN	DIRECTOR	2.00	Director	$0	$0	$0
DR DONALD SMITH	PRESIDENT	5.00	Officer	$0	$60,673	$297,731
DR TIMOTHY CABONI	WKU PRESIDENT (EX-OFFICIO BOARD)	2.00	Officer	$0	$57,851	$671,846
MRS CYNTHIA WILKERSON	CHIEF FINANCIAL OFFICER	5.00	Officer	$0	$45,775	$202,771
MS SUE MILLER	SECRETARY	2.00	Officer	$0	$311	$4,127

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
2023	No data	No data	No data	No data
2022	$8,960,231	$8,533,662	$121,545,505	$426,569
2021	$12,431,849	$7,131,771	$138,269,164	$5,300,078
2020	$11,943,190	$6,232,530	$121,116,558	$5,710,660
2019	$14,850,066	$12,509,591	$110,073,920	$2,340,475
2018	$8,719,759	$6,504,475	$111,615,533	$2,215,284

WESTERN KENTUCKY UNIVERSITY FOUNDATION