CAMPBELL UNIVERSITY FOUNDATION INC (EIN 680620773) - 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

2006

Legal Domicile

Phone

9108931240

Tax Period

2024-06-01 to 2025-05-31

CAMPBELL UNIVERSITY FOUNDATION INC, founded in 2006, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $1.3M left a modest 12% surplus.

Mission

SUPPORT CAMPBELL UNIVERSITY.

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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 $0

Program Service Revenue $0

Investment Income $1,434,527

Other Revenue $57,800

TOTAL REVENUE $1,492,327

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,309,652

Other Expenses $1,309,652

TOTAL EXPENSES $1,309,652

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,492,327	$1,613,307	-0.1%
Expenses	$1,309,652	$1,457,416	-0.1%
Net Income	$182,675	$155,891	+0.2%

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

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

$1,153,889

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GENE LEWIS	CHAIR	1.0	Officer Director	$0	$0	$0
MARY WILLIS	VICE-CHAIR	1.0	Officer Director	$0	$0	$0
ALEXANDER KEITH	DIRECTOR	1.0	Director	$0	$0	$0
FREDERICK TAYLOR II	DIRECTOR	1.0	Director	$0	$0	$0
LEAH DEVLIN	DIRECTOR	0.5	Director	$0	$0	$0
LUBY WOOD	DIRECTOR	0.5	Director	$0	$0	$0
ROBERT RANSDELL	DIRECTOR	0.5	Director	$0	$0	$0
ROBERT WELLONS	DIRECTOR	1.0	Director	$0	$0	$0
SHEILA POPE	DIRECTOR	0.5	Director	$0	$0	$0
STEPHEN STROUD	DIRECTOR	0.5	Director	$0	$0	$0
TODD JONES	DIRECTOR	0.5	Director	$0	$0	$0
TOWNSEND QUINN	DIRECTOR	0.5	Director	$0	$0	$0
J BRADLEY CREED	President	1.0	Officer	$0	$25,539	$584,853
JOHN T ROBERSON	Executive VP & BOARD SECRETARY	1.0	Officer	$0	$25,375	$395,306
JULIE A BYRD	COMPTROLLER & BOARD TREASURER	0.5	Officer	$0	$18,044	$173,730

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	$1,492,327	$1,309,652	$65,079,473	$182,675
2024	$1,613,307	$1,457,416	$65,705,915	$155,891
2023	$2,012,583	$1,392,998	$67,255,700	$619,585
2022	$1,549,630	$1,378,289	$66,598,985	$171,341
2021	$265,538	$259,027	$65,361,466	$6,511
2020	$284,465	$44,455	$4,350,902	$240,010
2019	$150,169	$42,927	$4,599,292	$107,242
2018	$257,645	$62,216	$4,442,775	$195,429

CAMPBELL UNIVERSITY FOUNDATION INC