University of Guam Endowment Foundation Inc (EIN 660457233) - 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

1989

Legal Domicile

Principal Officer

Jesse J Leon Guerrero

Phone

6717352956

Tax Period

2024-01-01 to 2024-12-31

University of Guam Endowment Foundation Inc, founded in 1989, is a community nonprofit in the International Affairs sector that reported $3.1M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Net assets of $26.6M represent 104 months of operating reserves.

Mission

To foster and promote the growth, progress and general welfare of the University of Guam. To solicit, receive, administer and disburse gifts, grants and bequests of property of every kind, and to hold this property in trust in such a manner that the foundation deems appropriate for the benefit of the University of Guam.

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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 $1,462,861

Program Service Revenue $0

Investment Income $1,078,749

Other Revenue $513,873

TOTAL REVENUE $3,055,483

Expense Breakdown

Grants Paid $1,190,012

Salaries & Benefits $345,433

Fundraising Expenses $43,627

Program Expenses $2,258,932

Other Expenses $1,454,612

TOTAL EXPENSES $2,990,057

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,055,483	$2,592,537	+0.2%
Expenses	$2,990,057	$1,466,998	+1.0%
Net Income	$65,426	$1,125,539	-0.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Roderick Leon Guerrero	Director	2.00	Director	$0	$0	$0
Dr Saied Safabakhsh	Director	2.00	Director	$0	$0	$0
Anita Borja Enriquez	President & Executive Secretary	2.00	Officer Director	$0	$0	$0
George Chiu	Treasurer	2.00	Officer Director	$0	$0	$0
Jesse J Leon Guerrero	Chairman	2.00	Officer Director	$0	$0	$0
John T Calvo	Vice Chairman	2.00	Officer Director	$0	$0	$0
Joseph F Ada	Director	2.00	Director	$0	$0	$0
David John	Director	2.00	Director	$0	$0	$0
Flo Martinez	Director	2.00	Director	$0	$0	$0
Ramona Jones	Director	2.00	Director	$0	$0	$0
Lesley-Anne Leon Guerrero	Director	2.00	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	$3,055,483	$2,990,057	$28,114,636	$65,426
2023	$2,592,537	$1,466,998	$28,015,253	$1,125,539
2022	$2,140,363	$1,378,123	$25,302,221	$762,240
2021	$4,601,377	$1,066,120	$27,325,569	$3,535,257
2020	$2,720,007	$1,408,402	$22,238,529	$1,311,605

University of Guam Endowment Foundation Inc