Marywood University (EIN 240795453) - 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

1915

Legal Domicile

Phone

5703486211

Tax Period

2023-07-01 to 2024-06-30

Marywood University, founded in 1915, is a major nonprofit in the Education sector that reported $113.9M in total revenue in fiscal year 2023.

Mission

To provide an education in the immaculate heart of Mary tradition of academic excellence.

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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 (2023)

Revenue Breakdown

Contributions & Grants $13,281,955

Program Service Revenue $97,047,952

Investment Income $3,043,550

Other Revenue $499,159

TOTAL REVENUE $113,872,616

Expense Breakdown

Grants Paid $39,244,549

Salaries & Benefits $35,721,654

Fundraising Expenses $1,103,033

Program Expenses $96,007,767

Other Expenses $36,634,021

TOTAL EXPENSES $111,696,224

Year-over-Year Comparison

	2023	2022	Change
Revenue	$113,872,616	$116,155,084	0.0%
Expenses	$111,696,224	$110,990,290	+0.0%
Net Income	$2,176,392	$5,164,794	-0.6%

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

1330

Volunteers

379

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

$1,302,011

Total Directors

$33,280

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Gavin	Treasurer	1.0	Officer Director	$0	$0	$0
Michael Bugno	Vice Chair	1.0	Officer Director	$0	$0	$0
Sr Kathleen Lunsmann IHM	Chair	1.0	Officer Director	$0	$0	$0
Sr Mary Persico IHM Ed D	President	40.0	Officer Director	$23,750	$9,530	$33,280
Susan Cognetti	Secretary	1.0	Officer Director	$0	$0	$0
Alejandra Marroquin	Trustee	1.0	Director	$0	$0	$0
Daniel Santaniello	Trustee	1.0	Director	$0	$0	$0
Flora Keating Karam	Trustee	1.0	Director	$0	$0	$0
Frank Kelleher	Trustee	1.0	Director	$0	$0	$0
John Lawless	Trustee	1.0	Director	$0	$0	$0
Lisa Lori	Trustee	1.0	Director	$0	$0	$0
Lorraine Breen	Trustee	1.0	Director	$0	$0	$0
Maria Gogal	Trustee	1.0	Director	$0	$0	$0
Mary Lawler Murphy Fox PhD	Trustee	1.0	Director	$0	$0	$0
Paula Shields	Trustee	1.0	Director	$0	$0	$0
Pia Ferrario	Trustee	1.0	Director	$0	$0	$0
Rev John Lapera	Trustee	1.0	Director	$0	$0	$0
Robert Tamburro	Trustee	1.0	Director	$0	$0	$0
Sr Andrea Lee IHM PhD	Trustee	1.0	Director	$0	$0	$0
Sr Kathryn Clauss IHM	Trustee	1.0	Director	$0	$0	$0
Sr Mary Ann Cody IHM	Trustee	1.0	Director	$0	$0	$0
Sr Mary Elaine Anderson IHM	Trustee	1.0	Director	$0	$0	$0
William Lynett	Trustee	1.0	Director	$0	$0	$0
Christina Clark	Provost	40.0	Officer	$193,162	$35,050	$228,212
Jeffrey Kegolis	Vice President for the Student Experience	40.0	Officer	$61,278	$9,403	$70,681
Mary Theresa Paterson	Secretary of the Univ & General Counsel	40.0	Officer	$92,198	$26,258	$118,456
Renee Zehel	Vice President for University Advancement	40.0	Officer	$137,765	$31,810	$169,575
Robert Piurowski	Vice President, Enrollment Mgmt/Student Svcs	40.0	Officer	$149,150	$23,875	$173,025
Sr Catherine Luxner	Vice President for Mission Services	40.0	Officer	$0	$323	$323
Wendy Yankelitis	Vice President of Operations	40.0	Officer	$155,056	$23,115	$178,171
William McDonald	Vice President of Finance & Administration	40.0	Officer	$279,436	$50,852	$330,288
Alice McDonnell	Professor	40.0	Highest	$192,353	$7,335	$199,688
Craig Johnson	Professor	40.0	Highest	$173,663	$11,519	$185,182
Dr Christopher Speicher	Associate Professor	40.0	Highest	$186,897	$9,421	$196,318
Frances Zauhar	Associate Professor	40.0	Highest	$176,263	$11,635	$187,898
Susan Turell	Professor	40.0	Highest	$255,285	$13,096	$268,381

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	$113,872,616	$111,696,224	$255,426,966	$2,176,392
2023	$116,155,084	$110,990,290	$234,414,612	$5,164,794
2022	$109,929,749	$108,069,252	$227,731,052	$1,860,497
2021	$100,984,557	$97,323,182	$244,412,152	$3,661,375
2020	$100,662,985	$96,859,841	$228,365,138	$3,803,144
2019	$104,066,336	$97,884,803	$215,739,932	$6,181,533
2018	$99,198,379	$96,719,923	$206,536,031	$2,478,456

Marywood University