BRADLEY UNIVERSITY (EIN 370661494) - 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

1897

Legal Domicile

Principal Officer

BETSY HULL

Phone

3096773117

Tax Period

2024-06-01 to 2025-05-31

BRADLEY UNIVERSITY, founded in 1897, is a major nonprofit in the Education sector that reported $240.8M in total revenue in fiscal year 2024. Net assets of $531.4M represent 26 months of operating reserves.

Mission

BRADLEY UNIVERSITY EMPOWERS STUDENTS FOR IMMEDIATE AND SUSTAINED SUCCESS IN THEIR PERSONAL AND PROFESSIONAL ENDEAVORS BY COMBINING PROFESSIONAL PREPARATION, LIBERAL ARTS AND SCIENCES, AND CO-CURRICULAR EXPERIENCES. ALONGSIDE OUR DEDICATION TO STUDENTS, WE EMBRACE THE GENERATION, APPLICATION, AND INTERPRETATION OF KNOWLEDGE.

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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 $27,369,227

Program Service Revenue $190,854,095

Investment Income $18,626,897

Other Revenue $3,908,057

TOTAL REVENUE $240,758,276

Expense Breakdown

Grants Paid $85,184,682

Salaries & Benefits $87,557,489

Fundraising Expenses $3,524,403

Program Expenses $223,966,529

Other Expenses $66,344,186

TOTAL EXPENSES $239,086,357

Year-over-Year Comparison

	2024	2023	Change
Revenue	$240,758,276	$226,430,743	+0.1%
Expenses	$239,086,357	$240,509,240	0.0%
Net Income	$1,671,919	$-14,078,497	-1.1%

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

2877

Volunteers

500

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

$1,598,989

Total Directors

$803,573

Key Employees

$1,615,771

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHY JACOBSON	TRUSTEE	5.00	Director	$0	$0	$0
CELSO WHITE	TRUSTEE	5.00	Director	$0	$0	$0
CHERYL PROCTER-ROGERS	TRUSTEE	5.00	Director	$0	$0	$0
CURTIS STAKER	TRUSTEE	5.00	Director	$0	$0	$0
DEBBIE SIMON	TRUSTEE	5.00	Director	$0	$0	$0
GARRET WILLIAMS	TRUSTEE	5.00	Director	$0	$0	$0
GLENN ROSS	TRUSTEE	5.00	Director	$0	$0	$0
HENRY VICARY	TRUSTEE	5.00	Director	$0	$0	$0
JAMES SHADID	PRESIDENT (BEG 4/25)	5.00	Officer Director	$0	$0	$0
JENNY WILCOSKI	TRUSTEE	5.00	Director	$0	$0	$0
JONATHAN MICHAEL	INTERIM PRESIDENT, CHAIR	50.00	Officer Director	$176,087	$0	$176,087
KATHLEEN MB HOLST	TRUSTEE	5.00	Director	$0	$0	$0
KEVIN SCHLOEPLEIN	TRUSTEE	5.00	Director	$0	$0	$0
LEO HARMON	TRUSTEE	5.00	Director	$0	$0	$0
MATTHEW VONACHEN	VICE CHAIR	5.00	Director	$0	$0	$0
MELVIN FLOWERS	TRUSTEE	5.00	Director	$0	$0	$0
MICHAEL LANE	TRUSTEE	5.00	Director	$0	$0	$0
MICHAEL SCIMO	TRUSTEE	5.00	Director	$0	$0	$0
RAY LAHOOD	TRUSTEE	5.00	Director	$0	$0	$0
SHARON DESMOOULIN-KHERAT	SECRETARY	5.00	Director	$0	$0	$0
STEPHEN LEWIS	TRUSTEE	5.00	Director	$0	$0	$0
STEPHEN STANDIFIRD	PRESIDENT (THRU 06/2024)	50.00	Officer Director	$576,292	$51,194	$627,486
DANIEL MOON	INTERIM PROVOST	50.00	Officer	$241,818	$27,368	$269,186
ELIZABETH HULL	VP FOR FINANCE & ADMIN	50.00	Officer	$222,599	$14,775	$237,374
ERIN KASTBERG	VP LEGAL AFFAIRS & GEN. COUNSEL	50.00	Officer	$242,533	$46,323	$288,856
CHRISTOPHER JONES	EXECUTIVE DIRECTOR OF ACADEMIC PARTSHIP	50.00	Key Emp	$226,602	$15,983	$242,585
DELOREAN MENIFEE	VP ENROLLMENT, MARKETING & COMM	50.00	Key Emp	$158,557	$4,289	$162,846
JASON PETROVICH	VICE PRESIDENT FOR ADVANCE	50.00	Key Emp	$188,703	$24,093	$212,796
NATHAN THOMAS	VP STUDENT AFFAIRS	50.00	Key Emp	$225,921	$15,710	$241,631
RALPH CHRISTOPHER REYNOLDS	VP INTERCOLLEGIATE ATHLETICS	50.00	Key Emp	$454,680	$52,377	$507,057
WARREN ANDERSON	VP DEI	50.00	Key Emp	$222,820	$26,036	$248,856
BRIAN WARDLE	MEN'S BASKETBALL COACH	50.00	Highest	$834,003	$52,416	$886,419
CHING-SHIHN J CHEN	CHAIR IMET	50.00	Highest	$229,529	$28,038	$257,567
ETHAN HAM	DEAN OF SLANE COLLEGE OF COMM	50.00	Highest	$217,348	$34,839	$252,187
KRISHNANAND MAILLACHERUVU	INTERIM DEAN	50.00	Highest	$270,566	$29,473	$300,039
MARY CONWAY	EXECUTIVE & ACADEMIC DIRECTOR	50.00	Highest	$226,924	$25,577	$252,501
WALTER ZAKAHI	FORMER KEY EMPLOYEE	50.00		$124,697	$16,446	$141,143

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	$240,758,276	$239,086,357	$715,511,447	$1,671,919
2024	$226,430,743	$240,509,240	$716,974,561	$-14,078,497
2023	$223,758,505	$246,866,454	$706,507,436	$-23,107,949
2022	$236,435,605	$232,254,906	$729,570,257	$4,180,699
2021	$298,103,596	$195,958,414	$781,363,567	$102,145,182
2020	$238,646,085	$232,879,867	$712,945,458	$5,766,218
2019	$229,726,295	$230,634,553	$700,074,282	$-908,258
2018	$228,868,237	$228,723,222	$683,160,461	$145,015

BRADLEY UNIVERSITY