UNIVERSITY LICENSE EQUITY HOLDINGS INC (EIN 841220697) - 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

1992

Legal Domicile

Principal Officer

STEVE VANNURDEN

Phone

3037249543

Tax Period

2022-07-01 to 2023-06-30

UNIVERSITY LICENSE EQUITY HOLDINGS INC, founded in 1992, is a mid-sized nonprofit in the Science & Technology sector that reported $18.6M in total revenue in fiscal year 2022. Revenue surged 646% from the prior year, signaling strong growth momentum. The organization ran a surplus of $14.5M, a strong 78% operating margin.

Mission

FURTHER THE EDUCATIONAL RESEARCH & OTHER SERVICE OBJECTIVES OF THE UNIVERSITY OF CO.

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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 (2022)

Revenue Breakdown

Contributions & Grants $12,872,716

Program Service Revenue $100,000

Investment Income $5,653,199

Other Revenue $0

TOTAL REVENUE $18,625,915

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,078,845

Other Expenses $4,161,054

TOTAL EXPENSES $4,161,054

Year-over-Year Comparison

	2022	2021	Change
Revenue	$18,625,915	$2,497,891	+6.5%
Expenses	$4,161,054	$1,216,569	+2.4%
Net Income	$14,464,861	$1,281,322	+10.3%

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

$696,568

Total Directors

$1,220,887

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE VANNURDEN	TREASURER/SECRETARY	1.00	Officer Director	$0	$48,932	$571,555
MASSIMO RUZZENE	REGENT DIRECTOR	1.00	Director	$0	$53,479	$414,017
KIMBERLY SPIERING	REGENT DIRECTOR	1.00	Director	$0	$43,717	$235,315
CATHARINE MERIGOLD	CHAIRWOMAN	1.00	Officer Director	$0	$0	$0
MARK LUPA	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
TIM MILLS	DIRECTOR	1.00	Director	$0	$0	$0
CHIDOZIE UGWUMBA	REGENT DIRECTOR	1.00	Director	$0	$0	$0
DON MORIE	DIRECTOR OF FINANCE	1.00	Officer	$0	$38,480	$125,013

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	No data	No data	No data	No data
2023	$18,625,915	$4,161,054	$22,530,586	$14,464,861
2022	$2,497,891	$1,216,569	$18,642,060	$1,281,322
2021	$3,568,141	$1,496,700	$6,874,267	$2,071,441
2020	$1,065,873	$2,072,140	$3,854,876	$-1,006,267
2019	$4,758,328	$414,501	$5,005,272	$4,343,827
2018	$1,959,277	$1,145,224	$661,386	$814,053

UNIVERSITY LICENSE EQUITY HOLDINGS INC