Spring Arbor University Foundation (EIN 743066798) - 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

2000

Legal Domicile

Phone

5177501200

Tax Period

2024-06-01 to 2025-05-31

Spring Arbor University Foundation, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $670K in total revenue in fiscal year 2024. Revenue surged 130% from the prior year, signaling strong growth momentum. The organization ran a surplus of $468K, a strong 70% operating margin.

Mission

THE FOUNDATION SUPPORTS THE WORK OF SPRING ARBOR 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 $618,928

Program Service Revenue $0

Investment Income $51,065

Other Revenue $0

TOTAL REVENUE $669,993

Expense Breakdown

Grants Paid $0

Salaries & Benefits $154,661

Fundraising Expenses $201,632

Program Expenses $0

Other Expenses $46,971

TOTAL EXPENSES $201,632

Year-over-Year Comparison

	2024	2023	Change
Revenue	$669,993	$291,790	+1.3%
Expenses	$201,632	$194,787	+0.0%
Net Income	$468,361	$97,003	+3.8%

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

$523,413

Total Directors

$523,413

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENT ELLIS	SECRETARY	2.0	Officer Director	$0	$36,752	$362,818
DOUG WILCOXSON	PRESIDENT	2.0	Officer Director	$0	$26,371	$160,595
SHARON GRIFFITH	TREASURER	2.0	Officer Director	$0	$0	$0
DONALD WALKER	BOARD MEMBER	2.0	Director	$0	$0	$0
GREGORY BONTRAGER	BOARD MEMBER	2.0	Director	$0	$0	$0
KENNETH JOHNSON	BOARD MEMBER	2.0	Director	$0	$0	$0
PHILIP CURTIS	BOARD MEMBER	2.0	Director	$0	$0	$0
ROBYN JACOBSON	BOARD MEMBER	2.0	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
2025	$669,993	$201,632	$5,597,669	$468,361
2024	$291,790	$194,787	$5,006,474	$97,003
2023	$563,968	$50,084	$5,999,699	$513,884
2022	$2,853,150	No data	$4,299,334	No data
2021	$100,495	No data	$1,545,291	No data
2020	$55,065	No data	$1,352,450	No data
2019	$17,176	No data	$1,418,982	No data
2018	$150,059	No data	$1,556,015	No data

Spring Arbor University Foundation