UNIVERSITY OF TENNESSEE RESEARCH FOUNDATION (EIN 626047697) - 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

1934

Legal Domicile

Principal Officer

DR MAHALAXMI KRISHNAMURTHY

Phone

8659741882

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF TENNESSEE RESEARCH FOUNDATION, founded in 1934, is a community nonprofit that reported $8.5M in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $9.9M exceeded revenue, resulting in a 16% operating deficit.

Mission

PROMOTED, ENCOURAGED, AND AIDED SCIENTIFIC, SOCIAL AND/OR EDUCATIONAL INVESTIGATION AND RESEARCH BY ASSISTING THE MARKETING OF TECHNOLOGIES.

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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 $2,636,143

Program Service Revenue $10,377,183

Investment Income $-4,493,969

Other Revenue $0

TOTAL REVENUE $8,519,357

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,160,422

Fundraising Expenses $0

Program Expenses $9,841,562

Other Expenses $7,714,440

TOTAL EXPENSES $9,874,862

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,519,357	$14,160,674	-0.4%
Expenses	$9,874,862	$8,172,799	+0.2%
Net Income	$-1,355,505	$5,987,875	-1.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTY BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
DR DEBORAH CRAWFORD	BOARD MEMBER	1.00	Director	$0	$0	$0
BRADFORD BOX ESQ	BOARD MEMBER	1.00	Director	$0	$0	$0
DR SHAUN GLEASON	BOARD MEMBER	1.00	Director	$0	$0	$0
DR JESSICA SNOWDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACY THOMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
TED TOWNSEND	BOARD MEMBER	1.00	Director	$0	$0	$0
DR MAHALAXMI KRISHNAMURTHY	PRESIDENT	40.00	Officer	$0	$0	$0
RON LOEWEN	ASSISTANT TR	40.00	Officer	$0	$0	$0
LUKE LYBRAND	TREASURER	40.00	Officer	$0	$0	$0
WILLIAM E MASON	SECRETARY	40.00	Officer	$0	$0	$0
DR TODD PONZIO	HSCO VICE PR	40.00	Officer	$0	$0	$0
DR KUSUM RATHORE	MCO VICE PRE	40.00	Officer	$0	$0	$0

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	$8,519,357	$9,874,862	$98,095,373	$-1,355,505
2024	No data	No data	No data	No data
2023	$10,170,434	$7,723,885	$94,322,873	$2,446,549
2022	$8,787,700	$6,374,849	$82,756,683	$2,412,851
2021	$8,459,985	$5,692,804	$80,448,414	$2,767,181
2020	$5,377,295	$4,117,745	$77,646,947	$1,259,550
2019	$5,136,204	$4,243,686	$75,967,683	$892,518
2018	$9,089,688	$6,398,434	$74,884,223	$2,691,254

UNIVERSITY OF TENNESSEE RESEARCH FOUNDATION