UNIVERSITY VENTURE FUND (EIN 870680932) - 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

2001

Legal Domicile

Principal Officer

JERAMY LUND

Phone

8012461873

Tax Period

2021-01-01 to 2021-12-31

UNIVERSITY VENTURE FUND, founded in 2001, is a micro nonprofit in the Education sector that reported $23K in total revenue in fiscal year 2021. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $32K exceeded revenue, resulting in a 39% operating deficit.

Mission

THE ORGANIZATION'S PURPOSE IS TO MIRROR PRIVATE SECTOR VENTURE CAPITAL FIRMS, PROVIDE A REAL WORLD BUSINESS ENVIRONMENT FOR STUDENTS, AND ALLOW THEM TO BE MENTORED BY EXPERIENCED BUSINESS AND INVESTMENT PROFESSIONALS BY CREATING AND MAINTAINING VENTURE CAPITAL FUNDS AND USING THE FUNDS TO INVEST IN START-UP COMPANIES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $23,229

Other Revenue $0

TOTAL REVENUE $23,229

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,230

Fundraising Expenses $0

Program Expenses $29,667

Other Expenses $26,974

TOTAL EXPENSES $32,204

Year-over-Year Comparison

	2021	2020	Change
Revenue	$23,229	$46,715	-0.5%
Expenses	$32,204	$54,132	-0.4%
Net Income	$-8,975	$-7,417	+0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LADD E CHRISTENSEN	DIRECTOR	1.00	Director	$0	$0	$0
MAC LAPOLLETTE	DIRECTOR	1.00	Director	$0	$0	$0
TOM MINER	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR RANDALL	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JAMES LEE SORENSON	DIRECTOR	1.00	Director	$0	$0	$0
RYAN DAVIS	CFO	1.00	Officer	$0	$0	$0
JERAMY LUND	MANAGING DIR	1.00	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
2021	$23,229	$32,204	$43,281	$-8,975
2020	$46,715	$54,132	$52,256	$-7,417
2019	$52,562	$54,464	$54,984	$-1,902
2018	$54,496	$55,376	$56,886	$-880

UNIVERSITY VENTURE FUND