UNIVERSITY OF SAINT JOSEPH (EIN 060646829) - 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

1925

Legal Domicile

Principal Officer

RHONA C FREE

Phone

8602315220

Tax Period

2022-07-01 to 2023-06-30

UNIVERSITY OF SAINT JOSEPH, founded in 1925, is a mid-sized nonprofit in the Education sector that reported $86.5M in total revenue in fiscal year 2022. Revenue decreased 9% compared to the prior year.

Mission

THE UNIVERSITY PROVIDES A RIGOROUS LIBERAL ARTS & PROFESSIONAL EDUCATION FOR A DIVERSE STUDENT POPULATION IN AN INCLUSIVE ENVIRONMENT THAT ENCOURAGES STRONG ETHICAL VALUES, PERSONAL INTEGRITY, AND A SENSE OF RESPONSIBILITY TO THE NEEDS OF SOCIETY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $6,144,139

Program Service Revenue $81,230,474

Investment Income $-1,472,851

Other Revenue $615,677

TOTAL REVENUE $86,517,439

Expense Breakdown

Grants Paid $18,550,821

Salaries & Benefits $45,973,433

Fundraising Expenses $1,304,084

Program Expenses $71,347,824

Other Expenses $21,905,616

TOTAL EXPENSES $86,429,870

Year-over-Year Comparison

	2022	2021	Change
Revenue	$86,517,439	$94,865,334	-0.1%
Expenses	$86,429,870	$87,625,462	0.0%
Net Income	$87,569	$7,239,872	-1.0%

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

1315

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

$1,278,835

Total Directors

$797,315

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RHONA C FREE PHD	PRESIDENT, TRUSTEE	38.00	Officer Director	$597,831	$199,484	$797,315
YUSRA ANIS-ANWAR MD	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY J CAMPBELL MDIV	TRUSTEE	1.00	Director	$0	$0	$0
AELISH CLIFFORD	TRUSTEE	1.00	Director	$0	$0	$0
MARY D DICKERSON MBA	TRUSTEE	1.00	Director	$0	$0	$0
KATHY DE CASTRO MA	TRUSTEE	1.00	Director	$0	$0	$0
CARLOS FIGUEROA MM	TRUSTEE	1.00	Director	$0	$0	$0
BRENDAN FOX JR JD	TRUSTEE	1.00	Director	$0	$0	$0
ROHAN A FREEMAN PE LS	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN FURBISH	TRUSTEE	1.00	Director	$0	$0	$0
DEJSHONA GEORGE	TRUSTEE	1.00	Director	$0	$0	$0
MARION D GRIFFIN MS MBA	TRUSTEE	1.00	Director	$0	$0	$0
EILEEN HOGAN RSM	TRUSTEE	1.00	Director	$0	$0	$0
PAUL IANNACCONE JD	TRUSTEE	1.00	Director	$0	$0	$0
JOETTE KATZ JD	TRUSTEE	1.00	Director	$0	$0	$0
SHERRY MANETTA MBA	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH A MCAULIFFE RSM EDD	TRUSTEE	1.00	Director	$0	$0	$0
JEANNE B MEROLA	TRUSTEE	1.00	Director	$0	$0	$0
CORNELIUS O'LEARY JD	TRUSTEE	1.00	Director	$0	$0	$0
PAUL S POLO	TRUSTEE	1.00	Director	$0	$0	$0
GERRI ROBERTS JD	TRUSTEE	1.00	Director	$0	$0	$0
JOHN F RODIS MD MBA	TRUSTEE	1.00	Director	$0	$0	$0
CAROL STIFF MS	TRUSTEE	1.00	Director	$0	$0	$0
MARY ALICE SYNKEWECZ RSM	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK TERRION BS	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS WEIDMAN FCAS	TRUSTEE	1.00	Director	$0	$0	$0
ANN M WELCH RSM MED	TRUSTEE	1.00	Director	$0	$0	$0
BREWSTER B PERKINS	CHAIR	1.00	Officer Director	$0	$0	$0
ROBERT STINGLE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
PADDI LESHANE	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHELLE KALIS	PROVOST	38.00	Officer	$232,227	$25,946	$258,173
LUCY LUCKER	VP, FINANCE & ADMINISTRATION	38.00	Officer	$210,623	$12,724	$223,347
MARJORIE PINNEY	VP, INST. ADVANCEMENT	38.00	Highest	$187,228	$36,774	$224,002
KIMBERLY CRONE	VP, ENROLLMENT MANAGEMENT	38.00	Highest	$186,288	$10,306	$196,594
JASON LAWRENCE	CIO (UNTIL 2/11/23)	38.00	Highest	$173,074	$588	$173,662
AHMED ABDELMAGEED	DEAN, SCHOOL OF PHARMACY	38.00	Highest	$202,502	$37,439	$239,941
MICHELLE LESTRUD	DIRECTOR, GENGRAS CENTER	38.00	Highest	$163,511	$42,421	$205,932

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$86,517,439	$86,429,870	$142,402,156	$87,569
2022	$94,865,334	$87,625,462	$137,923,025	$7,239,872
2021	$93,452,182	$82,774,730	$138,052,246	$10,677,452
2020	$87,774,536	$83,251,952	$105,802,494	$4,522,584
2019	$86,441,065	$82,591,524	$94,051,380	$3,849,541
2018	$81,770,553	$76,384,505	$84,953,456	$5,386,048

UNIVERSITY OF SAINT JOSEPH