WESLEYAN UNIVERSITY (EIN 060646959) - 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

1831

Legal Domicile

Principal Officer

MICHAEL ROTH

Phone

8606852000

Tax Period

2022-07-01 to 2023-06-30

WESLEYAN UNIVERSITY, founded in 1831, is a major nonprofit in the Education sector that reported $289.4M in total revenue in fiscal year 2022. Expenses of $352.2M exceeded revenue, resulting in a 22% operating deficit.

Mission

BENEFITS UNDER THE UNIVERSITY'S TRAVEL POLICY, EMPLOYEES MAY TRAVEL IN COACH CLASS ONLY. IN CIRCUMSTANCES WHERE SCHEDULING OR A MEDICAL CONDITION NECESSITATES OTHER ARRANGEMENTS, BUSINESS CLASS TRAVEL IS AUTHORIZED. ON INFREQUENT OCCASIONS WHERE BUSINESS CLASS OPTIONS HAVE NOT BEEN AVAILABLE, THE PRESIDENT HAS TRAVELLED FIRST CLASS WITH THE SPECIFIC APPROVAL OF THE FINANCE OFFICE. THE PRESIDENT AND VICE PRESIDENT FOR STUDENT AFFAIRS MUST LIVE ON CAMPUS AS A REQUIREMENT OF THEIR EMPLOYMENT AND THE FAIR MARKET VALUE OF THE HOUSING HAS BEEN INCLUDED AS A NON-TAXABLE FRINGE BENEFIT ON SCHEDULE J.

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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 $50,718,000

Program Service Revenue $264,773,000

Investment Income $-35,590,000

Other Revenue $9,509,000

TOTAL REVENUE $289,410,000

Expense Breakdown

Grants Paid $78,708,199

Salaries & Benefits $153,686,861

Fundraising Expenses $9,952,202

Program Expenses $299,756,531

Other Expenses $119,828,940

TOTAL EXPENSES $352,224,000

Year-over-Year Comparison

	2022	2021	Change
Revenue	$289,410,000	$301,412,000	0.0%
Expenses	$352,224,000	$334,811,000	+0.1%
Net Income	$-62,814,000	$-33,399,000	+0.9%

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

3699

Volunteers

666

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

$2,056,732

Total Directors

$1,254,083

Key Employees

$4,244,548

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL S ROTH	PRESIDENT AND TRUSTEE	38.00	Officer Director	$808,144	$445,939	$1,254,083
FELICIA APPENTENG	TRUSTEE	1.00	Director	$0	$0	$0
ESSEL W BAILEY JR	TRUSTEE	1.00	Director	$0	$0	$0
ANDREA GRUBB BARTHWELL	TRUSTEE	1.00	Director	$0	$0	$0
ADAM C BIRD	TRUSTEE	1.00	Director	$0	$0	$0
PHOEBE C BOYER	TRUSTEE	1.00	Director	$0	$0	$0
LUZ NEREIDA BURGOS-LOPEZ	TRUSTEE	1.00	Director	$0	$0	$0
MARC N CASPER	TRUSTEE	1.00	Director	$0	$0	$0
ERIC B DACHS	TRUSTEE	1.00	Director	$0	$0	$0
STUART J ELLMAN	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW H FAIRBANKS	TRUSTEE	1.00	Director	$0	$0	$0
NYASHA SHANI FOY	TRUSTEE	1.00	Director	$0	$0	$0
JOHN B FRANK	TRUSTEE	1.00	Director	$0	$0	$0
ANNE S GOLDRACH	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT GOTTLIEB	TRUSTEE	1.00	Director	$0	$0	$0
SUSANNAH GRAY	TRUSTEE	1.00	Director	$0	$0	$0
JOSHUA BRUCE GUILD	TRUSTEE	1.00	Director	$0	$0	$0
SARAH B KENDALL	TRUSTEE	1.00	Director	$0	$0	$0
KIKI KENNEDY	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERLY KING	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT F KING	TRUSTEE	1.00	Director	$0	$0	$0
GAIL MARCUS	TRUSTEE	1.00	Director	$0	$0	$0
DEGAN MERCADO LEOPOLD	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTINA PINA	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT A PRUZAN	TRUSTEE	1.00	Director	$0	$0	$0
PHILIP J RAUCH	TRUSTEE	1.00	Director	$0	$0	$0
JOHN RHEA	TRUSTEE	1.00	Director	$0	$0	$0
MICHELE A ROBERTS	TRUSTEE	1.00	Director	$0	$0	$0
BOZOMA SAINT JOHN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN M SHAPIRO	TRUSTEE	1.00	Director	$0	$0	$0
JOEL C TILLINGHAST	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW E VOGEL	TRUSTEE	1.00	Director	$0	$0	$0
ELLEN E WEST	TRUSTEE	1.00	Director	$0	$0	$0
LUKE WOOD	TRUSTEE	1.00	Director	$0	$0	$0
JOHN YANG	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW TANAKA	SVP, CHIEF ADMIN OFF. & TR	38.00	Officer	$331,944	$96,526	$428,470
DAVID STUART WINAKOR	GENERAL COUNSEL/SECRETARY	38.00	Officer	$291,789	$82,390	$374,179
ANNE MARTIN	CHIEF INVESTMENT OFFICER	38.00	Key Emp	$1,261,392	$114,712	$1,376,104
NICOLE LYNN STANTON	PROVOST, SR VP ACADEMIC AF	38.00	Key Emp	$293,278	$109,468	$402,746
FRANTZ WILLIAMS JR	VP FOR ADVANCEMENT	38.00	Key Emp	$318,137	$59,273	$377,410
MICHAEL J WHALEY	VP FOR STUDENT AFFAIRS	38.00	Key Emp	$247,228	$65,943	$313,171
AMIN ABDUL-MALIK GONZALEZ	VP & DEAN OF ADMIN/FIN AID	38.00	Key Emp	$214,987	$74,855	$289,842
RENELL M WYNN	VICE PRESIDENT FOR COMMUNICATIONS	38.00	Key Emp	$253,136	$50,815	$303,951
DAVE BAIRD	VICE PRESIDENT FOR IT/CIO	38.00	Key Emp	$222,460	$72,288	$294,748
ALISON P WILLIAMS	VP EQUITY&INCLUSION/TITLE IX	38.00	Key Emp	$240,480	$52,422	$292,902
GARY SHAW	CHAIR OF FACULTY	38.00	Key Emp	$181,692	$43,755	$225,447
ISHITA MUKERJI	CHAIR OF FACULTY	38.00	Key Emp	$234,686	$133,541	$368,227
JONATHAN DON FARRAR	DIRECTOR OF INVESTMENTS	38.00	Highest	$548,746	$112,207	$660,953
MATTHEW MAGENHEIM	DIRECTOR, INVESTMENT OFFICE	38.00	Highest	$365,983	$82,781	$448,764
BRETT A SALAFIA	DIRECTOR, OPS & INVEST	38.00	Highest	$303,552	$36,445	$339,997
LISA C DIERKER	PROFESSOR	38.00	Highest	$245,092	$138,946	$384,038
DEMETRIUS L EUDELL	PROFESSOR	38.00	Highest	$244,815	$71,967	$316,782
ANDREA L PATALANO	FMR CHAIR OF FACULTY	38.00		$172,739	$44,223	$216,962
SEAN MCCANN	FMR CHAIR OF FACULTY	38.00		$169,339	$83,687	$253,026
JANICE NAEGELE	FMR CHAIR OF FACULTY	38.00		$215,673	$37,257	$252,930

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	$289,410,000	$352,224,000	$2,371,732,000	$-62,814,000
2022	$301,412,000	$334,811,000	$2,367,734,000	$-33,399,000
2021	$329,521,000	$294,089,000	$2,329,320,000	$35,432,000
2020	$326,592,000	$291,157,000	$1,706,429,000	$35,435,000
2020	$326,592,000	$291,157,000	$1,706,429,000	$35,435,000
2019	$304,957,000	$290,552,000	$1,541,592,000	$14,405,000
2018	$286,232,000	$284,408,000	$1,515,172,000	$1,824,000

WESLEYAN UNIVERSITY