Upenn International

Nonprofit profile at a glance

EIN
454985731
IRS 990 coverage
2012–2024
Forms available
Form 990 2024
Location
Philadelphia, PA, USA
Phone
2158988967
Rating
56
Verdict
MIXED
Rating confidence
Moderate
Sector
Management & Technical Assistance

Reported finances

Revenue
$609,977
Expenses
$606,103
Assets
$3,936,423
Liabilities
$3,365,939

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • JOHN L JACKSON JR (DIRECTOR & PRESIDENT)
  • BETH A WINKELSTEIN (FORMER DIRECTOR & PRESIDENT)
  • WENDELL E PRITCHETT (FORMER DIRECTOR & PRESIDENT)

Highest reported compensation

  • CRAIG R CARNAROLI (DIRECTOR): $4,393,060 total reported compensation
  • JOHN L JACKSON JR (DIRECTOR & PRESIDENT): $1,252,850 total reported compensation
  • WENDY S WHITE (DIRECTOR): $1,223,515 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To support the charitable, educational, and scientific purposes of the trustees of the university of Pennsylvania.

What it reported doing in 2024

Upenn international ("upi") acts to support the charitable, educational, and scientific purposes of the trustees of the university of Pennsylvania ("university"). The university is a Pennsylvania corporation exempt from federal income tax under internal revenue code ("irc") section 501(a) by reason of being described in irc section 501(c)(3). The university is the sole member of upi. Upi supports the activities of the university by assisting with all aspects of the university's international programs and activities. Such activities include the coordination of educational programs and activities conducted outside of the united states.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - A large share of available resources goes toward mission work. A relatively small share of voting board members are independent and few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence.

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 48
  • Accountability: 42
  • Sustainability: 45
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 87.4%; rating input score 87
  • Program expense ratio: 88%; rating input score 88
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Scored; rating input score 0
  • Grant itemization coverage: Scored; rating input score 0
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 0%; rating input score 0; 5th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 0.6%; rating input score 38; 38th percentile among comparable filings
  • Total-asset coverage ratio: 6.49; rating input score 88; 88th percentile among comparable filings
  • Liabilities to assets ratio: 0.86; rating input score 8; 8th percentile among comparable filings
  • Officer compensation ratio: 176.7%; rating input score 0; 0th percentile among comparable filings

Growth

  • Program expense growth: -6.8% per year; rating input score 0; 6th percentile among comparable filings
  • Revenue growth: -7.2% per year; rating input score 0; 4th percentile among comparable filings
  • Asset growth: -0.1% per year; rating input score 0; 17th percentile among comparable filings

Details

  • Where the money goes: 87.4% of revenue deployed · 88% of spending went to programs
  • Governance: 0 of 4 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $533K in reported program spending
  • Leadership: top reported pay $4.4M · 8 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 14 of 14 current checks pass
  • Schedules: 7 filed schedules · includes major donors, foreign activity, executive pay, and related organizations
  • Filing history: 13 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Related organizations: 86 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Independent voting board scored 0/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Transparency & Controls: Foreign activity oversight scored 0/100.
  • High — Transparency & Controls: Grant itemization coverage scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 38/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 8/100.