MILLIKIN UNIVERSITY (EIN 370706154) - 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

1901

Legal Domicile

Principal Officer

JAMES REYNOLDS

Phone

2174246313

Tax Period

2024-07-01 to 2025-06-30

MILLIKIN UNIVERSITY, founded in 1901, is a mid-sized nonprofit in the Education sector that reported $91.6M in total revenue in fiscal year 2018. Net assets of $204.9M represent 27 months of operating reserves.

Mission

TO OFFER AN EDUCATION THAT INTEGRATES THE LIBERAL AND PRACTICAL ARTS OF THE PROFESSIONS.

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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 $14,269,570

Program Service Revenue $43,983,794

Investment Income $11,143,470

Other Revenue $424,975

TOTAL REVENUE $69,821,809

Expense Breakdown

Grants Paid $20,004,599

Salaries & Benefits $26,797,841

Fundraising Expenses $1,185,062

Program Expenses $65,786,681

Other Expenses $28,038,587

TOTAL EXPENSES $74,841,027

Year-over-Year Comparison

	2024	2023	Change
Revenue	$69,821,809	$88,431,281	-0.2%
Expenses	$74,841,027	$89,945,665	-0.2%
Net Income	$-5,019,218	$-1,514,384	+2.3%

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

1157

Volunteers

1000

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

$1,373,755

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TANYA ANDRICKS	TRUSTEE	1.00	Director	$0	$0	$0
RANDY BLACKBURN	TRUSTEE	1.00	Director	$0	$0	$0
RON BRANCH	TRUSTEE	1.00	Director	$0	$0	$0
LEONARD BRINSON	TRUSTEE	1.00	Director	$0	$0	$0
JEROME BROWN	TRUSTEE	1.00	Director	$0	$0	$0
JESSE CHESTER	TRUSTEE	1.00	Director	$0	$0	$0
SHERI EICHELBERGER	TRUSTEE	1.00	Director	$0	$0	$0
BOB GIVENS	TRUSTEE	1.00	Director	$0	$0	$0
LISA GRIEBEL	TRUSTEE	1.00	Director	$0	$0	$0
MATT GUFFEY	TRUSTEE	1.00	Director	$0	$0	$0
AMY KEMP	TRUSTEE	1.00	Director	$0	$0	$0
JOHN KRUEP	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH KUBAL	TRUSTEE	1.00	Director	$0	$0	$0
ROSALIND LEECK	TRUSTEE	1.00	Director	$0	$0	$0
JEFF LILLY	TRUSTEE	1.00	Director	$0	$0	$0
CASE MCGEE	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN MCGREEVEY	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS OLSEN	TRUSTEE	1.00	Director	$0	$0	$0
LARRY OSBORNE	TRUSTEE	1.00	Director	$0	$0	$0
DARREN REYNOLDS	TRUSTEE	1.00	Director	$0	$0	$0
JAY SCHLEPPENBACH	TRUSTEE	1.00	Director	$0	$0	$0
DAVID SCHRODT	TRUSTEE	1.00	Director	$0	$0	$0
FATHER NICK SMITH	TRUSTEE	1.00	Director	$0	$0	$0
KATHY THOMFORDE	TRUSTEE	1.00	Director	$0	$0	$0
ZACH UTTICH	TRUSTEE	1.00	Director	$0	$0	$0
JAMES M REYNOLDS	PRESIDENT (THRU 06/30/25)	40.00	Officer	$319,740	$32,309	$352,049
SARAH M KOTTICH	EVP & CHIEF STRATEGY OFFICER	40.00	Officer	$243,925	$24,600	$268,525
MARY M BLACK	PROVOST (THRU 06/30/25)	40.00	Officer	$141,555	$23,493	$165,048
GINA L BIANCHI	VP OF ALUMNI & DEV. (THRU 1/31/25)	40.00	Officer	$132,482	$11,062	$143,544
CRAIG C WHITE	ATHLETIC DIRECTOR (THRU 02/28/25)	40.00	Officer	$112,944	$19,708	$132,652
WALLACE SOUTHERLAND	VP OF STUDENT AFFAIRS	40.00	Officer	$140,000	$7,403	$147,403
MARGARET RICHTMAN	VP OF MKTG (THRU 4/30/24)	40.00	Officer	$49,875	$2,165	$52,040
SILOTTO JODI	VP OF ENROLL/MKTG	40.00	Officer	$102,680	$9,814	$112,494
ERIK K SCHROEDER	DIRECTOR OF IT	40.00	Highest	$138,000	$7,409	$145,409
RICHARD P PODESCHI	DEAN, TABOR SCHOOL	40.00	Highest	$116,363	$14,232	$130,595
STACEY L HUBBARD	ASST VP OF ADMIN SVC (THRU 10/15/24)	40.00	Highest	$129,167	$10,546	$139,713
AMY M BESSER	ASST VP OF FINANCIAL SVC	40.00	Highest	$129,848	$20,380	$150,228
TODD RAY	CHIEF HR OFFICER	40.00	Highest	$112,393	$11,218	$123,611

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	$69,821,809	$74,841,027	$240,985,427	$-5,019,218
2024	$88,431,281	$89,945,665	$241,732,894	$-1,514,384
2023	$94,490,294	$96,433,548	$248,601,205	$-1,943,254
2022	$103,526,342	$99,372,847	$267,089,881	$4,153,495
2021	$97,576,221	$95,543,605	$270,927,180	$2,032,616
2020	$94,750,823	$94,628,725	$256,486,891	$122,098
2019	$91,638,396	$91,268,817	$261,428,136	$369,579

MILLIKIN UNIVERSITY