BRANDEIS UNIVERSITY

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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

1947

Legal Domicile

Principal Officer

ARTHUR LEVINE

Phone

7817362000

Tax Period

2024-07-01 to 2025-06-30

BRANDEIS UNIVERSITY, founded in 1947, is a major nonprofit in the Education sector that reported $496.9M in total revenue in fiscal year 2024. Expenses of $548.9M exceeded revenue, resulting in a 10% operating deficit.

Mission

AS A RESEARCH UNIVERSITY, BRANDEIS UNIVERSITY IS DEDICATED TO THE ADVANCEMENT OF THE HUMANITIES, ARTS AND SOCIAL, NATURAL AND PHYSICAL SCIENCES. AS A LIBERAL ARTS COLLEGE, BRANDEIS AFFIRMS THE IMPORTANCE OF A BROAD AND CRITICAL EDUCATION IN ENRICHING THE LIVES OF STUDENTS.

Program Service Accomplishments

Program 1

Expenses: $367,319,817 Revenue: $308,120,361

INSTRUCTIONAL AND ACADEMIC SUPPORT:BRANDEIS UNIVERSITY IS A RARE COMBINATION OF A LIBERAL ARTS COLLEGE AND A GLOBAL RESEARCH UNIVERSITY. OUR STUDENT BODY NUMBERS 4,900, INCLUDING UNDERGRADUATES AND GRADUATE STUDENTS. WE HAVE A GRADUATE SCHOOL OF ARTS AND SCIENCES AND TWO PROFESSIONAL SCHOOLS, THE HELLER SCHOOL FOR SOCIAL POLICY AND MANAGEMENT AND THE INTERNATIONAL BUSINESS SCHOOL. THE RABB SCHOOL OF CONTINUING STUDIES OFFERS GRADUATE PROFESSIONAL PROGRAMS FOR PART-TIME STUDENTS. MANY ACADEMIC PROGRAMS ARE ENRICHED BY MYRIAD INTERACTIONS WITH THE NUMEROUS OTHER LEADING UNIVERSITIES IN THE AREA. WE WORK TO CONNECT THEORY AND PRACTICE THROUGH FIELD WORK AND EXPERIENTIAL LEARNING.

Program 2

Expenses: $66,609,875 Revenue: $12,023,989

SPONSORED PROGRAMS INCLUDE VARIOUS RESEARCH AND INSTRUCTIONAL PROGRAMS FUNDED BY EXTERNAL PARTIES, INCLUDING THE FEDERAL GOVERNMENT, FOREIGN AND STATE GOVERNMENTS AND PRIVATE FOUNDATIONS AND...

SPONSORED PROGRAMS INCLUDE VARIOUS RESEARCH AND INSTRUCTIONAL PROGRAMS FUNDED BY EXTERNAL PARTIES, INCLUDING THE FEDERAL GOVERNMENT, FOREIGN AND STATE GOVERNMENTS AND PRIVATE FOUNDATIONS AND CORPORATIONS. BRANDEIS RESEARCH IS AT THE HEART OF MANY SOCIETAL, ARTISTIC, INTELLECTUAL AND SCIENTIFIC ADVANCES. RESEARCH AT BRANDEIS IS INTERDISCIPLINARY, BOLD AND COLLABORATIVE. IT'S AN APPROACH THAT ENABLES THE FACULTY TO LEVERAGE THE RELATIVELY SMALL SIZE OF THE UNIVERSITY TO ACHIEVE AN IMPACT WELL BEYOND THE SUM OF ITS PARTS. BRANDEIS IS WHOLLY COMMITTED TO THE PROPOSITION THAT BASIC RESEARCH IS THE ENGINE OF INNOVATION IN HUMAN HEALTH AND WELL-BEING.

Program 3

Expenses: $43,606,230 Revenue: $50,355,073

AUXILIARY ENTERPRISES: BRANDEIS UNIVERSITY SERVES THE NEEDS AND INTERESTS OF STUDENTS AND HAS BROAD RESPONSIBILITY FOR THE SERVICES AND ACTIVITIES THAT ENHANCE THE QUALITY OF STUDENT LIFE OUTSIDE THE CLASSROOM. THESE SERVICES AND ACTIVITIES INCLUDE BUT ARE NOT LIMITED TO COMMUNITY LIVING, DINING SERVICES, HEALTH CENTER, PSYCHOLOGICAL COUNSELING CENTER, AND INTERFAITH CHAPLAINCY.

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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 $113,660,126

Program Service Revenue $369,361,116

Investment Income $8,996,502

Other Revenue $4,892,663

TOTAL REVENUE $496,910,407

Expense Breakdown

Grants Paid $135,888,163

Salaries & Benefits $252,263,711

Fundraising Expenses $13,260,403

Program Expenses $477,535,922

Other Expenses $160,746,962

TOTAL EXPENSES $548,898,836

Year-over-Year Comparison

	2024	2023	Change
Revenue	$496,910,407	$502,522,897	0.0%
Expenses	$548,898,836	$546,022,794	+0.0%
Net Income	$-51,988,429	$-43,499,897	+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

4859

Volunteers

1515

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

$3,486,743

Total Directors

$1,532,134

Key Employees

$3,752,037

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RONALD LIEBOWITZ	PRESIDENT (THRU 11/1/24)	60.00	Officer Director	$1,284,634	$86,555	$1,371,189
ARTHUR LEVINE	INTERIM PRESIDENT (AS OF 11/2024)	60.00	Officer Director	$160,786	$159	$160,945
LISA R KRANC	TRUSTEE - CHAIR	2.00	Officer Director	$0	$0	$0
RONALD A RATNER	TRUSTEE - VICE CHAIR (AS OF 7/2024)	2.00	Officer Director	$0	$0	$0
CYNTHIA D SHAPIRA	TRUSTEE - VICE CHAIR	2.00	Officer Director	$0	$0	$0
CURTIS H TEARTE	TRUSTEE - VICE CHAIR	2.00	Officer Director	$0	$0	$0
LESLIE M ARONZON	TRUSTEE - SECRETARY	2.00	Officer Director	$0	$0	$0
CYNTHIA L BERENSON	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN L BERGER	TRUSTEE	1.00	Director	$0	$0	$0
DEBORAH BIAL	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL H BLUMENTHAL	TRUSTEE	1.00	Director	$0	$0	$0
LEWIS H BROOKS	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN M BUNSON	TRUSTEE (THRU 9/29/24)	1.00	Director	$0	$0	$0
MERLE R CARRUS	TRUSTEE	1.00	Director	$0	$0	$0
AMY L COHEN	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA A DORTCH-OKARA	TRUSTEE	1.00	Director	$0	$0	$0
NANCY A DREYER	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN K FEIGENBAUM	TRUSTEE	1.00	Director	$0	$0	$0
MADALYN E FRIEDBERG	TRUSTEE	1.00	Director	$0	$0	$0
DAVID A HARRIS	TRUSTEE	1.00	Director	$0	$0	$0
MARJORIE HASS	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL J JICK	VICE CHAIR (THRU 6/2024), TRUSTEE	1.00	Director	$0	$0	$0
RONALD L KAISERMAN	TRUSTEE	1.00	Director	$0	$0	$0
ELLEN L KAPLAN	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN B KAY	TRUSTEE	1.00	Director	$0	$0	$0
MARTIN R KUPFERBERG	TRUSTEE	1.00	Director	$0	$0	$0
SYLVIA M NEIL	TRUSTEE	1.00	Director	$0	$0	$0
MONIQUE L NELSON	TRUSTEE	1.00	Director	$0	$0	$0
GREGORY A PETSKO	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN R REINER	TRUSTEE	1.00	Director	$0	$0	$0
ADAM RIFKIN	TRUSTEE	1.00	Director	$0	$0	$0
LEONARD X ROSENBERG	TRUSTEE	1.00	Director	$0	$0	$0
JAY S RUDERMAN	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL S RUEVEN	TRUSTEE	1.00	Director	$0	$0	$0
KAREN RICHARDS SACHS	TRUSTEE	1.00	Director	$0	$0	$0
CAROL R SAIVETZ	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA Z SANDER	TRUSTEE	1.00	Director	$0	$0	$0
MINDY L SCHNEIDER	TRUSTEE	1.00	Director	$0	$0	$0
BRAM SHAPIRO	TRUSTEE	1.00	Director	$0	$0	$0
MALCOM L SHERMAN	TRUSTEE	1.00	Director	$0	$0	$0
TODD E SOLOWAY	TRUSTEE	1.00	Director	$0	$0	$0
MARK A SURCHIN	TRUSTEE	1.00	Director	$0	$0	$0
BARTON J WINOKUR	TRUSTEE	1.00	Director	$0	$0	$0
LEWIN C WRIGHT	TRUSTEE	1.00	Director	$0	$0	$0
BING-LE WU	TRUSTEE	1.00	Director	$0	$0	$0
LAN XUE	TRUSTEE	1.00	Director	$0	$0	$0
DAVID L YALE	TRUSTEE	1.00	Director	$0	$0	$0
CAROL FIERKE	PROVOST, EVP ACADEMIC AFFAIRS	50.00	Officer	$648,588	$68,133	$716,721
STEWART URETSKY	EVP FINANCE AND ADMINISTRATION	50.00	Officer	$585,365	$34,500	$619,865
SAMUEL SOLOMON	CFO, TREASURER	50.00	Officer	$386,857	$74,409	$461,266
ORLA O'BRIEN	ASSISTANT SECRETARY	50.00	Officer	$135,508	$21,249	$156,757
TAREK SAGHIR	CHIEF INVESTMENT OFFICER	50.00	Key Emp	$707,896	$65,265	$773,161
JAMES LA CRETA	CHIEF INFORMATION OFFICER	50.00	Key Emp	$377,566	$60,252	$437,818
STEVEN LOCKE	SVP, GENERAL COUNSEL	50.00	Key Emp	$359,036	$71,870	$430,906
LOIS STANLEY	VP CAMPUS OPERATIONS	50.00	Key Emp	$305,546	$62,821	$368,367
ROBIN SWITZER	VP HR	50.00	Key Emp	$291,345	$28,569	$319,914
HANNAH PETERS	SVP INST ADVNCMNT (THRU 6/2024)	50.00	Key Emp	$282,699	$24,303	$307,002
MEREDITH AINBINDER	CHIEF OF STAFF	50.00	Key Emp	$235,054	$55,919	$290,973
JENNIFER WALKER	VP ENROLLMENT (AS OF 12/2024)	50.00	Key Emp	$226,966	$60,895	$287,861
STEVEN KAREL	VICE PROVOST FOR RESEARCH	50.00	Key Emp	$245,330	$40,355	$285,685
JULIE JETTE	SVP COMMUNICATIONS (THRU 7/2024)	50.00	Key Emp	$198,273	$52,077	$250,350
KATHRYN APPLEBY	DEAN	50.00	Highest	$507,141	$70,423	$577,564
CHRIS HOFMANN	DIRECTOR OF INVESTMENTS	50.00	Highest	$409,234	$47,370	$456,604
DEBARSHI NANDY	FACULTY	50.00	Highest	$366,731	$85,855	$452,586
JEFFREY SHOULSON	DEAN	50.00	Highest	$377,266	$49,784	$427,050
ANNA SCHERBINA	FACULTY	50.00	Highest	$375,694	$36,748	$412,442

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	$496,910,407	$548,898,836	$1,970,333,569	$-51,988,429
2024	No data	No data	No data	No data
2023	$478,693,199	$516,290,241	$1,729,108,819	$-37,597,042
2022	$479,530,401	$508,115,419	$1,727,722,407	$-28,585,018
2021	$399,602,478	$459,328,785	$1,811,655,582	$-59,726,307
2020	$457,392,877	$477,973,721	$1,638,021,472	$-20,580,844
2019	$499,055,605	$463,622,936	$1,588,160,821	$35,432,669
2018	$436,327,951	$449,239,592	$1,530,178,406	$-12,911,641
2017	$520,542,464	$445,278,930	$1,474,125,833	$75,263,534