UNIVERSITY OF WYOMING FOUNDATION (EIN 830201971) - 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

1962

Legal Domicile

Principal Officer

TROY CASERTA

Phone

3077666300

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF WYOMING FOUNDATION, founded in 1962, is a major nonprofit in the Education sector that reported $123.9M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $48.3M, a strong 39% operating margin.

Mission

TO LIFT UP THE UNIVERSITY OF WYOMING WITH THE POWER OF PHILANTHROPY.

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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 $51,789,603

Program Service Revenue $0

Investment Income $67,966,099

Other Revenue $4,100,130

TOTAL REVENUE $123,855,832

Expense Breakdown

Grants Paid $48,142,993

Salaries & Benefits $11,275,160

Fundraising Expenses $8,921,798

Program Expenses $48,142,993

Other Expenses $16,092,342

TOTAL EXPENSES $75,510,495

Year-over-Year Comparison

	2024	2023	Change
Revenue	$123,855,832	$113,633,127	+0.1%
Expenses	$75,510,495	$63,624,465	+0.2%
Net Income	$48,345,337	$50,008,662	0.0%

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

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

$780,652

Total Directors

$540,221

Key Employees

$1,185,521

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN STARK	PRESIDENT/CEO	40.00	Officer Director	$475,304	$64,917	$540,221
PHILIP TREICK	CHIEF INVESTMENT OFFICER	40.00	Key Emp	$317,490	$0	$317,490
BEN BLALOCK	PREVIOUS PRESIDENT	0.00		$250,000	$0	$250,000
TOBY MARLATT	VP FOR MARKETING	40.00	Key Emp	$185,563	$58,066	$243,629
TROY CASERTA	TREASURER	40.00	Officer	$182,781	$57,650	$240,431
ELIZABETH JENKINS	VP FOR ADVANCEMENT SERVICES	40.00	Key Emp	$173,928	$56,328	$230,256
BRETT BEFUS	ASSOC. VP FOR DEVELOPMENT	40.00	Key Emp	$158,841	$54,074	$212,915
JOSE BRIONES	PORTFOLIO MANAGER	40.00	Highest	$152,697	$36,715	$189,412
KENDALL GONZALES	CONTROLLER	40.00	Highest	$133,301	$50,258	$183,559
CRAIG RUSSOW	SENIOR DEVELOPMENT OFFICER	40.00	Highest	$146,977	$37,129	$184,106
JILL HIGHAM	VP FOR DEVELOPMENT	40.00	Key Emp	$151,022	$30,209	$181,231
ANGELA VER PLOEG	SENIOR DEVELOPMENT OFFICER	40.00	Highest	$114,045	$41,060	$155,105
KATRINA MCGEE	SENIOR DEVELOPMENT OFFICER	40.00	Highest	$106,039	$31,013	$137,052
DOUG STARK	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
SCOTT D MACDONALD	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARTHA BROWN WYRSCH	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
TOM BOTTS	DIRECTOR	1.00	Director	$0	$0	$0
CHAD DEATON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN DUNN	DIRECTOR	1.00	Director	$0	$0	$0
CLAYTON HARTMAN	DIRECTOR	1.00	Director	$0	$0	$0
PAT HIGGINS	DIRECTOR	1.00	Director	$0	$0	$0
APRIL BRIMMER KUNZ	DIRECTOR	1.00	Director	$0	$0	$0
LEE BETSILL	DIRECTOR	1.00	Director	$0	$0	$0
JIM MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
ANN PICKARD	DIRECTOR	1.00	Director	$0	$0	$0
JOHN PIEPER	DIRECTOR	1.00	Director	$0	$0	$0
RON SALVAGIO	DIRECTOR	1.00	Director	$0	$0	$0
PETER SHERMAN	DIRECTOR	1.00	Director	$0	$0	$0
LINDSAY HOOPER	DIRECTOR	1.00	Director	$0	$0	$0
MARY SHAFER-MALICKI	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN BOLZ	DIRECTOR	1.00	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
2025	$123,855,832	$75,510,495	$1,055,987,120	$48,345,337
2024	$113,633,127	$63,624,465	$980,166,870	$50,008,662
2023	$110,814,430	$55,043,924	$896,389,173	$55,770,506
2022	$132,516,967	$47,977,916	$844,408,554	$84,539,051
2021	$96,451,324	$134,192,677	$919,758,238	$-37,741,353
2020	$53,846,002	$50,744,421	$692,604,176	$3,101,581
2019	$57,421,790	$53,245,696	$665,326,720	$4,176,094

UNIVERSITY OF WYOMING FOUNDATION