University of Arizona Foundation (EIN 866050388) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1958

Legal Domicile

Phone

5206213340

Tax Period

2024-07-01 to 2025-06-30

University of Arizona Foundation, founded in 1958, is a major nonprofit in the Education sector that reported $248.0M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $49.6M, a strong 20% operating margin.

Mission

THE UNIVERSITY OF ARIZONA FOUNDATION IS COMMITTED TO SUPPORTING AND ENHANCING THE VISION, MISSION AND VALUES OF THE UNIVERSITY OF ARIZONA THROUGH THE DEVELOPMENT AND MANAGEMENT OF PRIVATE SUPPORT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $137,451,298

Program Service Revenue $7,270,588

Investment Income $102,973,832

Other Revenue $329,957

TOTAL REVENUE $248,025,675

Expense Breakdown

Grants Paid $152,467,988

Salaries & Benefits $18,307,804

Fundraising Expenses $17,552,232

Program Expenses $157,896,430

Other Expenses $27,615,850

TOTAL EXPENSES $198,391,642

Year-over-Year Comparison

	2024	2023	Change
Revenue	$248,025,675	$224,627,676	+0.1%
Expenses	$198,391,642	$168,519,559	+0.2%
Net Income	$49,634,033	$56,108,117	-0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

183

Volunteers

135

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

$871,950

Total Directors

$564,499

Key Employees

$1,476,421

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG BOYCE	TREASURER	6.0	Officer Director	$0	$0	$0
JOHN MUSIL	VICE CHAIR	6.0	Officer Director	$0	$0	$0
JOHN-PAUL ROCZNIAK	PRESIDENT & CEO	40.0	Officer Director	$523,376	$41,123	$564,499
NANCY C BERGE	PAST CHAIR	6.0	Officer Director	$0	$0	$0
PATRICIA A BARTLETT	SECRETARY	6.0	Officer Director	$0	$0	$0
SCOTT O DOUGLAS	CHAIR	6.0	Officer Director	$0	$0	$0
BEVERLY ELLIOT	DIRECTOR	2.0	Director	$0	$0	$0
BRADLEY BUTLER	DIRECTOR	2.0	Director	$0	$0	$0
BRIAN H FRANKE	DIRECTOR	2.0	Director	$0	$0	$0
CHAD BECKER	DIRECTOR	2.0	Director	$0	$0	$0
CYNTHIA L KLINGBERG	DIRECTOR	2.0	Director	$0	$0	$0
DAISY M JENKINS	DIRECTOR	2.0	Director	$0	$0	$0
DEV SETHI	DIRECTOR	2.0	Director	$0	$0	$0
ERIC SCHECHTER	DIRECTOR	2.0	Director	$0	$0	$0
ERIC WEDEL	DIRECTOR	2.0	Director	$0	$0	$0
FRANCISCO AGUILAR	DIRECTOR	2.0	Director	$0	$0	$0
GAIN S JUE	DIRECTOR	2.0	Director	$0	$0	$0
GINNY L CLEMENTS	DIRECTOR	2.0	Director	$0	$0	$0
JOAN STEVIE ELLER	DIRECTOR	2.0	Director	$0	$0	$0
JOHN WEST	DIRECTOR	2.0	Director	$0	$0	$0
MARIANNE CRACCHIOLO MAGO	DIRECTOR	2.0	Director	$0	$0	$0
MICHAEL S LEE	DIRECTOR	2.0	Director	$0	$0	$0
RICHARD H SILVERMAN	DIRECTOR	2.0	Director	$0	$0	$0
SURESH GARIMELLA	DIRECTOR	2.0	Director	$0	$0	$0
J CRAIG BARKER	SR VP, FINANCIAL SERVICES & CFO	40.0	Officer	$278,259	$29,192	$307,451
ANDREA L MILLER	SR VP, CRCMC	40.0	Key Emp	$251,132	$27,177	$278,309
BRAD D TERRY	SR VP, CHIEF OF STAFF & GENERAL COUNSEL	40.0	Key Emp	$230,046	$41,628	$271,674
BRYAN K ROWLAND	SR VP, HEALTH SCIENCES DEVELOPMENT	40.0	Key Emp	$319,586	$30,406	$349,992
RITA M WILLIAMS	VP, FINANCIAL SERVICES	40.0	Key Emp	$237,588	$33,812	$271,400
VICKI B FLEISCHER	SR VP, DEVELOPMENT	40.0	Key Emp	$283,213	$21,833	$305,046
ANNE B BARRETT	SR DIRECTOR DEVELOPMENT	40.0	Highest	$196,254	$14,900	$211,154
DEBORAH L KESSLER	ASST VP PRIN GIVING	40.0	Highest	$174,811	$37,877	$212,688
ELIZABETH A WARREN-PEDERSON	ASSOC VP, MARKETING & COMM	40.0	Highest	$178,076	$13,813	$191,889
MARIA A VEGA	ASSOC VP, CITO	40.0	Highest	$195,763	$22,983	$218,746
TILGHMAN H MOYER	EXEC DIRECTOR DEVELOPMENT	40.0	Highest	$180,324	$30,101	$210,425

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	$248,025,675	$198,391,642	$1,758,166,571	$49,634,033
2024	$224,627,676	$168,519,559	$1,653,196,619	$56,108,117
2023	$221,291,216	$142,695,305	$1,545,295,501	$78,595,911
2022	$279,111,154	$148,939,818	$1,402,381,950	$130,171,336
2021	$252,679,325	$125,875,051	$1,433,016,381	$126,804,274
2020	$161,181,865	$117,429,604	$1,114,372,784	$43,752,261
2019	$207,048,352	$117,926,694	$1,156,389,462	$89,121,658
2018	$209,016,702	$99,460,937	$1,050,898,744	$109,555,765

University of Arizona Foundation