CALDWELL UNIVERSITY INC (EIN 221500483) - 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

1939

Legal Domicile

Principal Officer

JEFFREY D SENESE

Phone

9736183230

Tax Period

2024-07-01 to 2025-06-30

CALDWELL UNIVERSITY INC, founded in 1939, is a mid-sized nonprofit in the Education sector that reported $85.3M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

TO PREPARE STUDENTS THROUGH THE LIBERAL ARTS AND PROFESSIONAL STUDIES TO THINK CRITICALLY, PURSUE TRUTH, AND CONTRIBUTE TO A JUST 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 (2024)

Revenue Breakdown

Contributions & Grants $5,782,702

Program Service Revenue $77,097,205

Investment Income $2,190,867

Other Revenue $278,557

TOTAL REVENUE $85,349,331

Expense Breakdown

Grants Paid $39,432,266

Salaries & Benefits $25,003,055

Fundraising Expenses $1,245,429

Program Expenses $72,621,717

Other Expenses $20,928,159

TOTAL EXPENSES $85,484,680

Year-over-Year Comparison

	2024	2023	Change
Revenue	$85,349,331	$74,707,970	+0.1%
Expenses	$85,484,680	$76,741,592	+0.1%
Net Income	$-135,349	$-2,033,622	-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

923

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

$1,540,980

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN J ALOIA ESQ	CHAIR	1.00	Officer Director	$0	$0	$0
SR DONNA CIANGIO OP	CHANCELLOR	1.00	Officer Director	$0	$0	$0
MARY SELLITTO-CURCIO	SECRETARY	1.00	Officer Director	$0	$0	$0
SR LUELLA RAMM OP	PRIORESS	1.00	Director	$0	$0	$0
CARLOS POMARES	VP BOARD OF COUNTY COMMISSIONERS	1.00	Director	$0	$0	$0
KATHLEEN M BARABAS	TRUSTEE, THRU MAY 2025	1.00	Director	$0	$0	$0
HARRY C BEATTY ESQ	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH CHALAS BERMAN	TRUSTEE	1.00	Director	$0	$0	$0
JAMES BERNAICHE	TRUSTEE	1.00	Director	$0	$0	$0
STANLEY P BOROWIEC	TRUSTEE	1.00	Director	$0	$0	$0
OLGA BRADFORD ESQ	TRUSTEE	1.00	Director	$0	$0	$0
LISA M BROMBERG ESQ	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW COOMBS CPA	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT R DETORE	TRUSTEE	1.00	Director	$0	$0	$0
TANYA L FREEMAN ESQ	TRUSTEE, THRU SEPT 2024	1.00	Director	$0	$0	$0
SR MARY JOHN KEARNEY OP	TRUSTEE	1.00	Director	$0	$0	$0
OSBERT ORDUNA	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK OSINSKI ESQ	TRUSTEE	1.00	Director	$0	$0	$0
GERARD O'SULLIVAN	TRUSTEE	1.00	Director	$0	$0	$0
JAY RYAN	TRUSTEE	1.00	Director	$0	$0	$0
LEON G SMITH JR MD	TRUSTEE	1.00	Director	$0	$0	$0
SR PATRICIA TAVIS OP	TRUSTEE	1.00	Director	$0	$0	$0
JUNE TOTH CPA CGMA CFF	TRUSTEE	1.00	Director	$0	$0	$0
IVONNE VALDES	TRUSTEE	1.00	Director	$0	$0	$0
SHEILA O'ROURKE	VP, ADMINISTRATION & OPERATIONS	40.00	Officer	$239,470	$54,299	$293,769
JEFFREY D SENESE	PRESIDENT	40.00	Officer	$312,954	$136,849	$449,803
JORGE L RODRIGUEZ	VP, STRATEGIC INITIATIVES	40.00	Officer	$180,430	$46,700	$227,130
JOSE R RODRIGUEZ THRU 4325	VP, STUDENT LIFE & DEAN OF STUDENTS	40.00	Officer	$160,690	$1,104	$161,794
MICHAEL J GALVIN	CHIEF FINANCIAL OFFICER/VP, FINANCE	40.00	Officer	$139,025	$31,160	$170,185
PHILLIP A KEEFE THRU 6625	VP, PHILANTHROPY & ENGAGEMENT	40.00	Officer	$127,665	$28,328	$155,993
GEORGE E ABAUNZA	VP, ACADEMIC AFFAIRS	40.00	Officer	$70,316	$11,990	$82,306
SHARON REEVE	PROFESSOR	40.00	Highest	$204,576	$68,237	$272,813
ELLINA CHERNOBILSKY	ASSOCIATE VP, ACADEMIC AFFAIRS	40.00	Highest	$179,968	$163,857	$343,825
TINA M SIDENER	PROFESSOR	40.00	Highest	$175,617	$51,789	$227,406
RUTH M DEBAR	PROFESSOR	40.00	Highest	$184,890	$20,980	$205,870
MICHAEL J HACKER	CHIEF INFORMATION OFFICER	40.00	Highest	$159,522	$23,966	$183,488

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	$85,349,331	$85,484,680	$55,901,850	$-135,349
2024	$74,707,970	$76,741,592	$59,070,069	$-2,033,622
2023	$76,625,899	$77,525,720	$60,028,155	$-899,821
2022	$85,470,422	$84,563,493	$60,731,390	$906,929
2021	$78,998,189	$75,722,615	$62,986,769	$3,275,574
2020	$77,683,574	$77,936,451	$57,447,313	$-252,877
2019	$76,405,640	$74,357,427	$57,498,970	$2,048,213

CALDWELL UNIVERSITY INC