UNIVERSITY SOUTH FOUNDATION INC

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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

1988

Legal Domicile

Principal Officer

CALLIE GROTH

Phone

5206266594

Tax Period

2024-01-01 to 2024-12-31

UNIVERSITY SOUTH FOUNDATION INC, founded in 1988, is a small nonprofit in the Education sector that reported $362K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $308K left a modest 15% surplus.

Mission

TO ADVANCE OPPORTUNITIES THAT PROVIDE ACCESS TO HIGHER EDUCATION IN SOUTHERN ARIZONA.

Program Service Accomplishments

Program 1

Expenses: $128,376

BUILDING AND MAINTAINING BUILDINGS TO PROVIDE CLASSROOMS AND ADMINISTRATIVE SUPPORT FOR COMMUNITY EDUCATION

Program 2

Expenses: $97,000

UNIVERSITY OF ARIZONA SCHOLARSHIPS GIVEN OUT IN THE COMMUNITY FOR HIGHER EDUCATION

Program 3

Expenses: $7,948

EXPENSES GENERATED TO MAINTAIN THE FOUNDATIONS PATTERSON OBSERVATORY FOR USE BY THE PUBLIC

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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 $36,299

Program Service Revenue $153,777

Investment Income $108,260

Other Revenue $64,014

TOTAL REVENUE $362,350

Expense Breakdown

Grants Paid $97,000

Salaries & Benefits $62,822

Fundraising Expenses $36,813

Program Expenses $233,324

Other Expenses $148,611

TOTAL EXPENSES $308,433

Year-over-Year Comparison

	2024	2023	Change
Revenue	$362,350	$393,436	-0.1%
Expenses	$308,433	$306,013	+0.0%
Net Income	$53,917	$87,423	-0.4%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN PATER	DIRECTOR	6.00	Director	$0	$0	$0
TED FORTE	DIRECTOR	6.00	Director	$0	$0	$0
ANNE M BOROWIEC	DIRECTOR	1.25	Director	$0	$0	$0
NANCY LEDESMA	DIRECTOR	1.00	Director	$0	$0	$0
JERRY W JONES	DIRECTOR	2.00	Director	$0	$0	$0
MARY J RIVAS ANDERSON	DIRECTOR	5.50	Director	$0	$0	$0
MARY HYDER	DIRECTOR	2.00	Director	$0	$0	$0
AIMEE RANDAZZO	DIRECTOR	2.00	Director	$0	$0	$0
DIANNA CAMERON	DIRECTOR	5.00	Director	$0	$0	$0
CLINT IMHOLE	DIRECTOR	5.00	Director	$0	$0	$0
JIM REESE	DIRECTOR	2.00	Director	$0	$0	$0
WALLACE RICKS	TREASURER	1.50	Officer	$0	$0	$0
CALLIE GROTH	PRESIDENT	10.00	Officer	$0	$0	$0
RACHEL HANSEN	VICE PRESIDENT	3.25	Officer	$0	$0	$0
JUAN P VILLALOBOS	SECRETARY	0.50	Officer	$0	$0	$0
PENNY BRONDUM	EXECUTIVE VICE PRESIDENT	2.80	Officer	$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
2024	$362,350	$308,433	$2,204,481	$53,917
2023	$393,436	$306,013	$2,150,174	$87,423
2022	$249,046	$485,392	$2,062,739	$-236,346
2021	$318,358	$266,746	$2,300,898	$51,612
2020	$341,224	$241,581	$2,247,229	$99,643
2019	$376,618	$270,001	$2,147,586	$106,617
2018	$137,150	$257,931	$2,043,993	$-120,781