BRANDEIS UNIVERSITY

EIN: 042103552 501(c)(3) Education

WALTHAM, MA

Total Revenue
$496,910,407
Total Expenses
$548,898,836
Total Assets
$1,970,333,569
Net Assets
$1,523,728,617
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1947
Legal Domicile
MA
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

TRAVEL FOR COMPANIONS: DURING CALENDAR YEAR 2024, THE UNIVERSITY REIMBURSED PRESIDENT LIEBOWITZ FOR TRAVEL EXPENSES INCURRED BY HIS FAMILY WHILE CONDUCTING BUSINESS OF THE UNIVERSITY. SUCH REIMBURSEMENTS WERE MADE IN ACCORDANCE WITH UNIVERSITY POLICY. TRAVEL REIMBURSEMENTS FOR THE PRESIDENT'S FAMILY THAT ARE CONSIDERED PERSONAL IN NATURE ARE INCLUDED IN TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III). BUSINESS EXPENSE REIMBURSEMENTS ARE NOT TREATED AS TAXABLE COMPENSATION. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: THE UNIVERSITY PROVIDED PRESIDENT LIEBOWITZ AND INTERIM PRESIDENT LEVINE WITH A HOUSING ALLOWANCE PURSUANT TO THEIR EMPLOYMENT AGREEMENT. THE VALUE OF SUCH HOUSING WAS TREATED AS TAXABLE COMPENSATION. PERSONAL SERVICES: DURING CALENDAR YEAR 2024, THE UNIVERSITY REIMBURSED PRESIDENT LIEBOWITZ FOR PERSONAL LEGAL AND FINANCIAL SERVICE EXPENSES. THE AMOUNT PAID BY THE UNIVERSITY WAS TREATED AS TAXABLE COMPENSATION AND IS REPORTED ON SCHEDULE J, PART II, COLUMN B(III). OTHER BUSINESS EXPENSES: THE UNIVERSITY REIMBURSES ITS OFFICERS AND KEY EMPLOYEES FOR ORDINARY AND NECESSARY BUSINESS EXPENSES INCURRED WHILE CONDUCTING BUSINESS OF THE UNIVERSITY. SUCH REIMBURSEMENTS ARE MADE UNDER AN ACCOUNTABLE PLAN AND REQUIRE SUBSTANTIATION USING THE ORIGINAL EXPENSE DOCUMENTATION AND APPROVAL BY APPROPRIATE PARTIES AS AUTHORIZED UNDER UNIVERSITY POLICY.

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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%)

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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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Governance

Voting Members
45
Independent Members
43
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
11
$3,486,743
Total Directors
47
$1,532,134
Key Employees
10
$3,752,037
Highest Compensated
5
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
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