THE AMERICAN UNIVERSITY OF GREECE FOUNDATION (EIN 841217703) - 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

1991

Legal Domicile

Principal Officer

DR EDWARD C WINGENBACH

Phone

8572847908

Tax Period

2024-07-01 to 2025-06-30

THE AMERICAN UNIVERSITY OF GREECE FOUNDATION, founded in 1991, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.9M in total revenue in fiscal year 2024. Revenue fell 71% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $4.0M, a strong 51% operating margin.

Mission

ACTS AS A SUPPORTING ORGANIZATION WITH FINANCIAL ASSISTANCE (CONTINUED ON SCHEDULE O) FOR THE SOLE BENEFIT OF THE AMERICAN COLLEGE OF GREECE WHICH CONSISTS OF AN ELEMENTARY SCHOOL, HIGH SCHOOL, COLLEGE, AND GRADUATE SCHOOL IN ATHENS, GREECE.

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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 $7,866,067

Other Revenue $0

TOTAL REVENUE $7,866,067

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,835,404

Fundraising Expenses $0

Program Expenses $2,854,359

Other Expenses $2,027,833

TOTAL EXPENSES $3,863,237

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,866,067	$26,915,415	-0.7%
Expenses	$3,863,237	$3,950,840	0.0%
Net Income	$4,002,830	$22,964,575	-0.8%

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

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

$947,687

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR DANIEL SMITH	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN CHACHAS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
NIKOS KOUMETTIS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANGELO MANIOUDAKIS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DEBORAH WINCE-SMITH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ALEX ALDOUS	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL BAPIS	TRUSTEE	1.00	Director	$0	$0	$0
GEORGE CASEY	TRUSTEE	1.00	Director	$0	$0	$0
GREG CHASE	TRUSTEE	1.00	Director	$0	$0	$0
ANTONY CONTOMICHALOS	TRUSTEE	1.00	Director	$0	$0	$0
ALMA DE METROPOLIS	TRUSTEE	1.00	Director	$0	$0	$0
DR SUSAN FUHRMAN	TRUSTEE	1.00	Director	$0	$0	$0
DR DENA HARITOS TSAMITIS	TRUSTEE	1.00	Director	$0	$0	$0
DR MARTHA J KANTER	TRUSTEE (THRU 11/2024)	1.00	Director	$0	$0	$0
HARIKLIA KARIS	TRUSTEE	1.00	Director	$0	$0	$0
PARIS KARASSO	TRUSTEE	1.00	Director	$0	$0	$0
DR HELENA MITCHELL	TRUSTEE	1.00	Director	$0	$0	$0
MILTON SIPP	TRUSTEE (AS OF 11/2024)	1.00	Director	$0	$0	$0
LENA TRIANTOGIANNIS	TRUSTEE	1.00	Director	$0	$0	$0
DR DAVID G HORNER	PRESIDENT	10.00	Officer	$252,165	$117,072	$635,296
KELLY A MORRA	CFO, SVP FINANCE & U.S. OPERATIONS	10.00	Officer	$251,825	$60,566	$312,391
ALISON TOWNLEY	VICE PRESIDENT OF ADVANCEMENT	10.00	Highest	$225,486	$35,462	$260,948
ANNA HUNTINGTON	EXEC DIR, US, GREEK & EU GRANTS	10.00	Highest	$102,439	$31,101	$133,540
LOREN SAMONS II	CHIEF ACADEMIC ADVISOR	15.00	Highest	$107,351	$15,745	$123,096
ELIZABETH CAMELO	SR. EXEC. ASSIST & ASSIST. SECRETARY	10.00	Highest	$110,456	$10,850	$121,306
SUSAN ROTHSTEIN	SENIOR DIRECTOR - FINANCE U.S.	10.00	Highest	$115,830	$22,919	$138,749

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	$7,866,067	$3,863,237	$293,226,771	$4,002,830
2024	$26,915,415	$3,950,840	$267,387,143	$22,964,575
2023	$4,545,700	$3,723,880	$259,229,595	$821,820
2022	$9,262,309	$3,380,107	$255,603,021	$5,882,202
2021	$21,990,512	$3,184,597	$302,640,728	$18,805,915
2020	$2,169,951	$3,224,523	$233,102,046	$-1,054,572
2019	$12,099,356	$3,676,200	$224,539,986	$8,423,156
2018	$3,070,238	$3,149,589	$220,517,847	$-79,351

THE AMERICAN UNIVERSITY OF GREECE FOUNDATION