Union Institute & University (EIN 310747997) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1964

Legal Domicile

Principal Officer

Dr Karen S Webb

Tax Period

2021-07-01 to 2022-06-30

Union Institute & University, founded in 1964, is a mid-sized nonprofit that reported $16.6M in total revenue in fiscal year 2021. Revenue decreased 7% compared to the prior year.

Mission

Union Institute & University educates highly motivated adults who seek academic programs to engage, enlighten, and empower them to pursue professional goals and a lifetime of learning and service. Offering accredited bachelors, masters, and doctoral programs.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $6,034,463

Program Service Revenue $10,502,101

Investment Income $62,173

Other Revenue $1,695

TOTAL REVENUE $16,600,432

Expense Breakdown

Grants Paid $534,565

Salaries & Benefits $11,145,456

Fundraising Expenses $0

Program Expenses $15,380,461

Other Expenses $5,460,079

TOTAL EXPENSES $17,140,100

Year-over-Year Comparison

	2021	2020	Change
Revenue	$16,600,432	$17,880,804	-0.1%
Expenses	$17,140,100	$18,674,822	-0.1%
Net Income	$-539,668	$-794,018	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

286

Volunteers

N/A

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

$1,067,785

Total Directors

Key Employees

$453,092

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Karen S Webb	President	50.00	Officer	$263,614	$8,393	$272,007
Ms Sandra Mills	VP & Chief Financial Officer	50.00	Officer	$151,187	$23,459	$174,646
Dr Nelson Soto	Exec VP Academic Affairs	50.00	Officer	$128,471	$16,245	$144,716
Ms Patricia Burke	VP Human Resources	50.00	Officer	$120,122	$8,190	$128,312
Ms Betsy Emery Martin	Exec Director Inst Social Jus	40.00	Key Emp	$100,774	$20,843	$121,617
Dr Arlene Sacks	Assoc VP Academic Affairs	40.00	Key Emp	$106,100	$7,892	$113,992
Dr Peter Caccavari	National Dean Institutional E	40.00	Key Emp	$101,188	$8,412	$109,600
Mr Kongpheng Yang	Exec Director Enrollment Serv	40.00	Key Emp	$94,251	$13,632	$107,883
Dr Thomas Frederick	Interim VP Academic Affairs	40.00	Officer	$90,117	$15,615	$105,732
Dr Rhonda Brinkley-Kennedy	Interim Provost	40.00	Officer	$98,904	$1,110	$100,014
Dr Shanda Gore	VP Innovation & Growth Mgmt	50.00	Officer	$74,026	$6,990	$81,016
Ms Angenita Brown	Chief of Staff	40.00	Officer	$60,817	$525	$61,342
Mr Edgar Smith Jr	Board Vice Chair	2.00		$0	$0	$0
Dr Shekhar Mitra	Board Member	2.00		$0	$0	$0
Dr Edwin Marshall	Board Member	2.00		$0	$0	$0
Ms Christine Van Duelmen	Board Member	2.00		$0	$0	$0
Ms Julie Washington	Board Member	2.00		$0	$0	$0
Dr Dennis Tartakow	Board Member	2.00		$0	$0	$0
Ms Sharon Dunbar	Board Chair	2.00		$0	$0	$0
Ms Karen Beistman	Board Member	2.00		$0	$0	$0
Mr Roger Allbee	Board Member	2.00		$0	$0	$0
Mr James A Hyatt	Board Member	2.00		$0	$0	$0
Dr Gladys Hankins	Board Member	2.00		$0	$0	$0
Mr Don Feldmann	Board Treasurer	2.00		$0	$0	$0

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
2022	$16,600,432	$17,140,100	$11,922,267	$-539,668
2021	$17,880,804	$18,674,822	$9,527,741	$-794,018
2020	$15,345,586	$17,897,200	$15,471,828	$-2,551,614
2019	$15,780,441	$17,458,176	$17,161,113	$-1,677,735
2018	$19,598,749	$19,441,834	$19,364,509	$156,915

Union Institute & University