MORAVIAN UNIVERSITY (EIN 240795460) - 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

1863

Legal Domicile

Principal Officer

MARK F REED

Phone

6108611300

Tax Period

2024-07-01 to 2025-06-30

MORAVIAN UNIVERSITY, founded in 1863, is a major nonprofit that reported $165.2M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $150.4M left a modest 9% surplus.

Mission

MORAVIAN UNIVERSITY'S EDUCATION PREPARES EACH INDIVIDUAL FOR A REFLECTIVE LIFE, FULFILLING CAREERS, AND TRANSFORMATIVE LEADERSHIP IN A WORLD OF CHANGE.

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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 $11,901,719

Program Service Revenue $131,105,898

Investment Income $21,137,402

Other Revenue $1,103,947

TOTAL REVENUE $165,248,966

Expense Breakdown

Grants Paid $56,763,064

Salaries & Benefits $52,345,832

Fundraising Expenses $3,133,438

Program Expenses $131,546,511

Other Expenses $41,245,548

TOTAL EXPENSES $150,354,444

Year-over-Year Comparison

	2024	2023	Change
Revenue	$165,248,966	$140,599,054	+0.2%
Expenses	$150,354,444	$140,559,770	+0.1%
Net Income	$14,894,522	$39,284	+378.1%

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

1762

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

$1,578,542

Total Directors

$1,152,697

Key Employees

$711,582

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN H OSWALD	CHAIR JOINT BOARD	2.00	Officer Director	$0	$0	$0
REV DR ELIZABETH D MILLER	VICE CHAIR JOINT BOARD	1.50	Director	$0	$0	$0
ANDREW W HART	VICE CHAIR UNIVERSITY BOARD	1.50	Director	$0	$0	$0
DEBORAH MCKINNON	SECRETARY	1.50	Officer Director	$0	$0	$0
RAY S BISHOP JR	TREASURER	2.00	Officer Director	$0	$0	$0
DR CURTIS H BARNETTE	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
TODD BATESON	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
REV DAVID E BENNETT	UNIVERSITY/SEMINARY TRUSTE	1.50	Director	$0	$0	$0
ZOEY BRONSON	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
C J BROWN	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
PLACIDO CORPORA	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
CRAIG DANIELSON	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
BRIAN J CORVINO	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
MICHAEL M ELLIS	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
ROBERT FLICKER	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
THOMAS IKE	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
JENNIFER JIMENEZ	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
REV MELISSA L JOHNSON	UNIVERSITY/SEMINARY TRUSTE	1.50	Director	$0	$0	$0
MICHAEL LAZARI KARAPETIAN	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
MELISSA LUDWIG	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
HUGH NORWOOD	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
AL PAPE	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
REV DR CORNELIUS ROUTH	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
DR WILLIAM S SCHANINGER JR	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
LOUIS JULIAN SPANN	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
DR HONNIE P SPENCER	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
ANGELA DELGROSSO STEIN	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
MICHAEL STOUDT JR	UNVIERSITY TRUSTEE	1.50	Director	$0	$0	$0
KAHRON WALKER	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
RALPH J WANAMAKER SR	UNIVERSITY/SEMINARY TRUSTE	1.50	Director	$0	$0	$0
HILARY WANDALL	UNVIERSITY TRUSTEE	1.50	Director	$0	$0	$0
DAVID ZINCZENKO	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
BETSEY PUTH	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
FRED REINHARD	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
REBEKAH BASINGER	SEMINARY TRUSTEE	1.50	Director	$0	$0	$0
REV DR DION CHRISTOPHER	SEMINARY TRUSTEE	1.50	Director	$0	$0	$0
BYRNESE ELIZABETH CRAIG	SEMINARY TRUSTEE	1.50	Director	$0	$0	$0
REV MONICA DAWKINS-SMITH	SEMINARY TRUSTEE	1.50	Director	$0	$0	$0
REV DR EILEEN EDWARDS	VICE CHAIR SEMINARY BOARD	1.50	Officer Director	$0	$0	$0
REV JUDITH GANZ	SEMINARY TRUSTEE	1.50	Director	$0	$0	$0
REV DR AMY GOHDES-LUHMAN	SEMINARY TRUSTEE	1.50	Director	$0	$0	$0
ERIC HOERNER	SEMINARY TRUSTEE	1.50	Director	$0	$0	$0
MICHAEL JOHNSON	UNIVERSITY TRUSTEE	1.50	Director	$0	$0	$0
JOSEPH KROBOTH	SEMINARY TRUSTEE	1.50	Director	$0	$0	$0
HELEN KURCZYNSKI	SECRETARY SEMINARY BOARD	1.50	Officer Director	$0	$0	$0
REV DR NOLA REED KNOUSE	SEMINARY TRUSTEE	1.50	Director	$0	$0	$0
REV FREEMAN L PALMER	SEMINARY TRUSTEE	1.50	Director	$0	$0	$0
W KIRK SANDERS	SEMINARY TRUSTEE	1.50	Director	$0	$0	$0
REV FRAN SPIER SAYLOR	SEMINARY TRUSTEE	1.50	Director	$0	$0	$0
REV F JEFFREY VANORDEN	SEMINARY TRUSTEE	1.50	Director	$0	$0	$0
ROBERT HESS	SEMINARY TRUSTEE	1.50	Director	$0	$0	$0
BRIAN R BODAGER	SEMINARY TRUSTEE (UNTIL 2/15/25)	1.50	Director	$0	$0	$0
DR BRYON L GRISBY	PRESIDENT/CEO	40.00	Officer Director	$549,295	$66,980	$616,275
SONIA N AZIZ	TRUSTEE/DEAN SCHOOL OF BUS	40.00	Officer Director	$115,125	$27,453	$142,578
KATHERINE H RAGSDALE	TRUSTEE/INT VP & DEAN SEMINARY	40.00	Officer Director	$143,934	$12,128	$156,062
PAULETTE DORNEY	UNIVERSITY TRUSTEE/ASSOC PROFESSOR	40.00	Director	$105,137	$26,730	$131,867
CHARLES RIDDICK WEBER	SEMINARY TRUSTEE/ASSOC DEAN	40.00	Director	$79,515	$26,400	$105,915
MARK F REED	VP FINANCE & ADMINISTRATION	40.00	Officer	$225,330	$10,444	$235,774
CAROL A TRAUPMAN-CARR	PROVOST & VP ACADEMIC AFFAIRS	40.00	Officer	$198,092	$77,121	$275,213
ELAINE C DEITCH	CHIEF OF STAFF	40.00	Officer	$124,234	$28,406	$152,640
NICOLE LOYD	EXECUTIVE VICE PRESIDENT FOR UNIVERSITY LIFE, COO	40.00	Key Emp	$243,375	$20,177	$263,552
JILL CATHERINE ANDERSON	VP DEVELOPMENT & ALUMNI ENGAGEMENT	40.00	Key Emp	$240,351	$30,785	$271,136
DAVID JAMES BRANDES	VP & CHIEF INFORMATION OFFICER	40.00	Key Emp	$170,086	$6,808	$176,894
SCOTT T DAMS	VP FOR ENROLLMENT & MARKETING	40.00	Highest	$202,389	$37,690	$240,079
JAMES REECE SCIFERS	ASSOC. PROVOST/DEAN COLLEGE OF HEALTH	40.00	Highest	$157,708	$16,776	$174,484
GENE CHRISTOPHER HUNT	VP & DEAN FOR INCLUSIVE EXCELLENCE	40.00	Highest	$152,047	$35,642	$187,689
DEIRDRE CHRISTOFALO	ASSOCIATE PROVOST	40.00	Highest	$160,962	$6,599	$167,561
AMIR PATRICK TEJANI	SPECIAL ADVISOR TO THE PRESIDENT	40.00	Highest	$149,993	$16,574	$166,567

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	$165,248,966	$150,354,444	$392,148,183	$14,894,522
2024	$140,599,054	$140,559,770	$375,692,320	$39,284
2023	$132,107,742	$132,634,752	$297,626,077	$-527,010
2022	$137,954,892	$128,381,155	$299,127,997	$9,573,737
2021	$123,053,733	$117,977,972	$317,733,693	$5,075,761
2020	$122,475,456	$116,380,464	$285,011,171	$6,094,992
2019	$114,137,764	$118,753,214	$286,907,560	$-4,615,450
2018	$113,509,302	$107,789,026	$285,073,771	$5,720,276

MORAVIAN UNIVERSITY