WEST TEXAS A&M UNIV FOUNDATION (EIN 756036665) - 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

1946

Legal Domicile

Principal Officer

DR TODD RASBERRY

Phone

8066512070

Tax Period

2023-09-01 to 2024-08-31

WEST TEXAS A&M UNIV FOUNDATION, founded in 1946, is a mid-sized nonprofit in the Education sector that reported $15.3M in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $9.0M, a strong 59% operating margin.

Mission

THE FOUNDATION SUPPORTS WEST TEXAS A&M UNIVERSITY, AN INSTITUTION OF HIGHER EDUCATION, AND THE STUDENTS OF WTAMU BY RECEIVING AND ADMINISTERING GIFTS FROM THE PUBLIC.

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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 (2023)

Revenue Breakdown

Contributions & Grants $8,160,395

Program Service Revenue $0

Investment Income $6,718,335

Other Revenue $450,414

TOTAL REVENUE $15,329,144

Expense Breakdown

Grants Paid $6,227,740

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,227,740

Other Expenses $72,184

TOTAL EXPENSES $6,299,924

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,329,144	$21,555,356	-0.3%
Expenses	$6,299,924	$6,017,952	+0.0%
Net Income	$9,029,220	$15,537,404	-0.4%

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
ROY BARA	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE BARRETT	DIRECTOR	1.00	Director	$0	$0	$0
SONJA CLARK	DIRECTOR	1.00	Director	$0	$0	$0
ANDY COLE	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT DOORES	DIRECTOR	1.00	Director	$0	$0	$0
PAUL EVANS	DIRECTOR	1.00	Director	$0	$0	$0
BRETT HALL	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT HATTON	DIRECTOR	1.00	Director	$0	$0	$0
JT HAYNES	DIRECTOR	1.00	Director	$0	$0	$0
LIZ HUGHES	DIRECTOR	1.00	Director	$0	$0	$0
LANCE JONES	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR KELLEY	DIRECTOR	1.00	Director	$0	$0	$0
WILSON LEMIEUX	ALUMNI REP	1.00	Director	$0	$0	$0
LUKE LONGHOFER	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS LYONS	DIRECTOR	1.00	Director	$0	$0	$0
PAUL MATNEY	DIRECTOR	1.00	Director	$0	$0	$0
SHAWN MORRISON	DIRECTOR	1.00	Director	$0	$0	$0
BRENT MCCLURE	DIRECTOR	1.00	Director	$0	$0	$0
LARRY OLDHAM	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD SAUCEDA	DIRECTOR	1.00	Director	$0	$0	$0
RANDY SHARP	DIRECTOR	1.00	Director	$0	$0	$0
CLAUDIA STUART	DIRECTOR	1.00	Director	$0	$0	$0
JERRY THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM WARE	DIRECTOR	1.00	Director	$0	$0	$0
MIKE WARTES	DIRECTOR	1.00	Director	$0	$0	$0
VELRICK WILSON	DIRECTOR	1.00	Director	$0	$0	$0
JIM J BREWER	PAST PRESIDE	1.00	Officer	$0	$0	$0
SHYLA BUCKNER	PRESIDENT-EL	1.00	Officer	$0	$0	$0
TREVOR CAVINESS	SECRETARY	1.00	Officer	$0	$0	$0
ED DOWDY	TREASURER	1.00	Officer	$0	$0	$0
DAVID SCHAEFFER	PRESIDENT	1.00	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
2024	$15,329,144	$6,299,924	$167,025,755	$9,029,220
2023	$21,555,356	$6,017,952	$149,925,067	$15,537,404
2022	$25,505,463	$5,755,151	$131,809,881	$19,750,312
2021	$18,964,636	$5,308,124	$125,074,395	$13,656,512
2020	$7,920,195	$4,772,058	$100,409,080	$3,148,137
2019	$11,847,446	$4,868,316	$96,280,156	$6,979,130
2019	$11,155,095	$4,867,344	$95,545,412	$6,287,751
2018	$36,383,427	$8,714,613	$89,947,714	$27,668,814

WEST TEXAS A&M UNIV FOUNDATION