UNIVERSITY OF NORTHERN COLORADO FOUNDATION (EIN 846044833) - 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

1966

Legal Domicile

Principal Officer

ANDY FEINSTEIN

Phone

9703512034

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF NORTHERN COLORADO FOUNDATION, founded in 1966, is a mid-sized nonprofit in the Education sector that reported $26.3M in total revenue in fiscal year 2024. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $7.9M, a strong 30% operating margin.

Mission

TO SUPPORT THE UNIVERSITY OF NORTHERN COLORADO.

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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 $14,729,498

Program Service Revenue $118,638

Investment Income $11,208,424

Other Revenue $292,869

TOTAL REVENUE $26,349,429

Expense Breakdown

Grants Paid $16,723,476

Salaries & Benefits $737,948

Fundraising Expenses $0

Program Expenses $16,723,476

Other Expenses $996,084

TOTAL EXPENSES $18,457,508

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,349,429	$41,588,899	-0.4%
Expenses	$18,457,508	$16,098,998	+0.1%
Net Income	$7,891,921	$25,489,901	-0.7%

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

$411,133

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN DAVIDSON	BOARD DIRECTOR	1.00	Director	$0	$0	$0
COLLIN RICHARDSON	BOARD DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE MISEGADIS	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN EDWARDS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOHN SCHMIDT	BOARD DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN SEARS	BOARD DIRECTOR	1.00	Director	$0	$0	$0
KEVIN AHERN	BOARD DIRECTOR	1.00	Director	$0	$0	$0
LISA HORN	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MARY ANN LITTLER	CHAIR	1.00	Officer Director	$0	$0	$0
MIKE KIRBY	TREASURER	1.00	Officer Director	$0	$0	$0
TONY TROXELL	PRESIDENT	40.00	Officer	$380,461	$30,672	$411,133
EILEEN ERICKSON	CONTROLLER	40.00	Highest	$116,172	$26,947	$143,119

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	$26,349,429	$18,457,508	$210,699,606	$7,891,921
2024	$41,588,899	$16,098,998	$194,862,644	$25,489,901
2023	$14,422,865	$15,580,036	$162,050,863	$-1,157,171
2022	$33,086,031	$16,036,285	$150,193,529	$17,049,746
2021	$14,757,441	$14,900,993	$162,995,709	$-143,552
2020	$19,470,249	$11,689,733	$134,921,327	$7,780,516
2019	$13,713,912	$13,798,929	$132,162,570	$-85,017
2018	$25,784,339	$15,607,321	$134,621,051	$10,177,018

UNIVERSITY OF NORTHERN COLORADO FOUNDATION