University Impact Charitable Trust

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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

2022

Legal Domicile

Phone

3172362167

Tax Period

2023-01-01 to 2023-12-31

University Impact Charitable Trust, founded in 2022, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.2M in total revenue in fiscal year 2023. Revenue surged 81599750% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.7M, a strong 57% operating margin.

Mission

The Charitable Trust's charitable purposes include accepting donations of business interests, liquidating those interests, and granting those funds to its supported organization, University Impact.

Program Service Accomplishments

Program 1

Expenses: $2,852,766

Accepting donations of business interests

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,650,050

Program Service Revenue $0

Investment Income $4,509,935

Other Revenue $0

TOTAL REVENUE $8,159,985

Expense Breakdown

Grants Paid $2,852,766

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,852,766

Other Expenses $630,136

TOTAL EXPENSES $3,482,902

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,159,985	$10	+815997.5%
Expenses	$3,482,902	N/A	N/A
Net Income	$4,677,083	$10	+467707.3%

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

N/A

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

$6,000

Total Directors

$384,104

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.0	Officer Director	$0	$0	$6,000
N/A	TRUSTEE	1.0	Director	$0	$0	$147,692
N/A	TRUSTEE	1.0	Director	$0	$0	$86,154
N/A	TRUSTEE	1.0	Director	$0	$0	$144,258

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	No data	No data	No data	No data
2023	$8,159,985	$3,482,902	$128,254	$4,677,083