University of Kentucky Research Fo… - Form 990 Financial Data

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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

1945

Legal Domicile

Phone

8592574758

Tax Period

2024-07-01 to 2025-06-30

University of Kentucky Research Foundation, founded in 1945, is a major nonprofit in the Education sector that reported $496.1M in total revenue in fiscal year 2024.

Mission

THE PROGRAM SERVES AS THE UNIVERSITY'S AGENT IN THE RECEIPT OF ALL EXTERNAL GRANTS AND CONTRACTS, INTELLECTUAL PROPERTY INCOME AND OTHER DESIGNATED INCOME; OVERSEES THE PROTECTION, DEVELOPMENT AND COMMERCIALIZATION OF INTELLECTUAL PROPERTIES; AND MANAGES SPECIAL COOPERATIVE AGREEMENTS.

Program Service Accomplishments

Program 1

Expenses: $477,484,005 Revenue: $478,974,111

TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND DEVELOPMENT ACTIVITIES AT THE UNIVERSITY OF KENTUCKY.

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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 $7,242,330

Program Service Revenue $476,751,124

Investment Income $9,912,095

Other Revenue $2,222,987

TOTAL REVENUE $496,128,536

Expense Breakdown

Grants Paid $52,044,209

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $477,484,005

Other Expenses $430,825,023

TOTAL EXPENSES $482,869,232

Year-over-Year Comparison

	2024	2023	Change
Revenue	$496,128,536	$486,683,815	+0.0%
Expenses	$482,869,232	$460,782,302	+0.0%
Net Income	$13,259,304	$25,901,513	-0.5%

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

N/A

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

$3,109,706

Total Directors

$7,136,028

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELI CAPILOUTO	PRESIDENT	1.0	Officer Director	$0	$407,077	$2,220,088
ILHEM MESSAOUDI	VICE PRESIDENT AND EXECUTIVE DIRECTOR	1.0	Officer Director	$0	$43,918	$386,804
ERIC N MONDAY	DIRECTOR	1.0	Director	$0	$395,687	$1,989,626
EUGENE KRENTSEL	DIRECTOR	1.0	Director	$0	$0	$0
JACK SUPPLEE	DIRECTOR	1.0	Director	$0	$0	$0
JANIE GREER	DIRECTOR	1.0	Director	$0	$0	$0
REBECCA MCCULLEY	DIRECTOR	1.0	Director	$0	$39,947	$304,240
ROBERT DIPAOLA	DIRECTOR	1.0	Director	$0	$288,010	$1,984,219
RON GEOGHEGAN	DIRECTOR	1.0	Director	$0	$0	$0
SIDNEY WHITEHEART	DIRECTOR	1.0	Director	$0	$39,884	$251,051
PENNY COX	TREASURER	1.0	Officer	$0	$41,372	$371,363
TONI SMITH	SECRETARY	1.0	Officer	$0	$34,762	$131,451
LISA CASSIS	FORMER VICE PRESIDENT AND EXECUTIVE DIRECTOR	0.0		$0	$66,547	$663,784

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	$496,128,536	$482,869,232	$277,068,976	$13,259,304
2024	No data	No data	No data	No data
2023	$462,956,333	$447,136,661	$234,312,146	$15,819,672
2022	$445,323,168	$424,187,317	$216,100,001	$21,135,851
2021	$369,852,057	$366,833,702	$188,775,172	$3,018,355
2020	$346,768,656	$332,809,422	$180,100,323	$13,959,234
2019	$342,151,289	$321,193,095	$164,539,234	$20,958,194
2018	$315,790,010	$302,313,800	$144,756,748	$13,476,210

University of Kentucky Research Foundation