SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TRUST (EIN 806155309) - 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

2010

Legal Domicile

Principal Officer

MARTIN J ORTENZIO

Phone

7179721300

Tax Period

2023-07-01 to 2024-06-30

SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TRUST, founded in 2010, is a micro nonprofit in the Education sector that reported $48K in total revenue in fiscal year 2023. Revenue surged 167% from the prior year, signaling strong growth momentum. Net assets of $1.2M represent 288 months of operating reserves.

Mission

SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TRUST SUPPORTS THE CHARITABLE AND EDUCATIONAL PURPOSES OF SUSQUEHANNA UNIVERSITY, SPECIFICALLY FOR THE SIGMUND WEIS SCHOOL OF BUSINESS AT SUSQUEHANNA 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $48,302

Other Revenue $0

TOTAL REVENUE $48,302

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,000

Other Expenses $2,703

TOTAL EXPENSES $52,703

Year-over-Year Comparison

	2023	2022	Change
Revenue	$48,302	$18,064	+1.7%
Expenses	$52,703	$52,622	+0.0%
Net Income	$-4,401	$-34,558	-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

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

$293,499

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA KOMORA	TRUSTEE	0.10	Director	$0	$28,642	$293,499
JAMES DUNLOP	TRUSTEE	0.10	Director	$0	$0	$0
MARTIN J ORTENZIO	TRUSTEE	0.10	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	No data	No data	No data	No data
2024	$48,302	$52,703	$1,160,372	$-4,401
2023	$18,064	$52,622	$1,164,773	$-34,558
2022	$66,739	$52,587	$1,199,331	$14,152
2021	$54,106	$77,555	$1,185,179	$-23,449
2020	$53,483	$2,516	$1,208,628	$50,967
2019	$53,474	$52,482	$1,157,661	$992

SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TRUST