THE UNIVERSITY FOUNDATION (EIN 630803491) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

SID J TRANT

Phone

2053487879

Tax Period

2023-10-01 to 2024-09-30

THE UNIVERSITY FOUNDATION, founded in 1980, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2017. Revenue surged 94% from the prior year, signaling strong growth momentum. The organization ran a surplus of $682K, a strong 66% operating margin.

Mission

TO ASSIST AND AID THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ALABAMA IN FULFILLING ITS EDUCATIONAL, RESEARCH, AND PUBLIC SERVICE PROGRAMS AND ACTIVITIES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $385,775

Program Service Revenue $0

Investment Income $29,749

Other Revenue $0

TOTAL REVENUE $415,524

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $362,259

Other Expenses $486,294

TOTAL EXPENSES $486,294

Year-over-Year Comparison

	2023	2022	Change
Revenue	$415,524	$410,058	+0.0%
Expenses	$486,294	$708,172	-0.3%
Net Income	$-70,770	$-298,114	-0.8%

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

$987,601

Total Directors

$987,601

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FINIS E ST JOHN IV	FORMER PRESIDENT/DIRECTOR	0.0		$0	$129,057	$1,248,060
SID J TRANT	PRESIDENT/DIRECTOR	1.0	Officer Director	$0	$77,735	$696,684
MARK D FOLEY	SECRETARY/DIRECTOR	1.0	Officer Director	$0	$62,846	$290,917
SCOTT PHELPS	CHAIRMAN/VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
RON GRAY	VICE CHAIRMAN/TREASURER	1.0	Officer Director	$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
2024	$415,524	$486,294	$1,521,687	$-70,770
2023	$410,058	$708,172	$1,425,703	$-298,114
2022	$396,189	$417,412	$1,569,214	$-21,223
2021	$370,719	$299,391	$1,932,089	$71,328
2020	$312,644	$233,803	$1,576,292	$78,841
2019	$311,311	$306,050	$1,520,539	$5,261
2018	$1,029,747	$347,918	$1,527,752	$681,829

THE UNIVERSITY FOUNDATION