SIENA HEIGHTS UNIVERSITY (EIN 381366958) - 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

1919

Legal Domicile

Principal Officer

DOUGLAS B PALMER PHD

Phone

5172647108

Tax Period

2023-07-01 to 2024-06-30

SIENA HEIGHTS UNIVERSITY, founded in 1919, is a mid-sized nonprofit in the Education sector that reported $55.3M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year.

Mission

TO PROVIDE STUDENTS WITH A LIBERAL ARTS EDUCATION WITH THE PURPOSE OF ASSISTING PEOPLE IN BECOMING MORE COMPETENT, PURPOSEFUL AND ETHICAL THROUGH A TEACHING AND LEARNING ENVIRONMENT WHICH RESPECTS THE DIGNITY OF ALL.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $8,114,479

Program Service Revenue $46,432,552

Investment Income $274,846

Other Revenue $519,907

TOTAL REVENUE $55,341,784

Expense Breakdown

Grants Paid $21,527,824

Salaries & Benefits $19,076,503

Fundraising Expenses $954,600

Program Expenses $48,234,999

Other Expenses $18,636,797

TOTAL EXPENSES $59,241,124

Year-over-Year Comparison

	2023	2022	Change
Revenue	$55,341,784	$60,929,237	-0.1%
Expenses	$59,241,124	$60,292,822	0.0%
Net Income	$-3,899,340	$636,415	-7.1%

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

815

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

$690,680

Total Directors

$184,207

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUGLAS PALMER	PRESIDENT	40.00	Officer Director	$143,817	$38,308	$182,125
DUSTY STEELE	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
FRANCINE PARKER	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
BEN NEGRON	SECRETARY	1.00	Officer Director	$0	$0	$0
LARRY BRYANT	BOARD MEMBER	1.00	Director	$0	$0	$0
BETTY CUMMINGS	BOARD MEMBER	1.00	Director	$0	$0	$0
SR MARIANNE FAHLMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM FORTESCUE	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK GIOVANNONE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARGARET HARTMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
RUTH LAFONTAINE	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE LINVILLE	BOARD MEMBER	1.00	Director	$0	$0	$0
SR FRANCES NADOLNY OP PHD	BOARD MEMBER	1.00	Director	$0	$0	$0
HONORABLE MARGARET MS NOE	BOARD MEMBER	1.00	Director	$2,082	$0	$2,082
LISA OBERLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
IQBAL ROSHD	BOARD MEMBER	1.00	Director	$0	$0	$0
SR CORRINE SANDERS	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL C SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
SR MARY SOHER OP	BOARD MEMBER	1.00	Director	$0	$0	$0
KIMARIE YOWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
MARSHA MCGEE	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY ROSSI	BOARD MEMBER	1.00	Director	$0	$0	$0
JORDAN VALENTINE	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUG GRAY	BOARD MEMBER - PART YEAR	1.00	Director	$0	$0	$0
FRANK JOHNSON	BOARD MEMBER - PART YEAR	1.00	Director	$0	$0	$0
HAROLD LOVE	BOARD MEMBER - PART YEAR	1.00	Director	$0	$0	$0
J LEE JOHNSON CPA PHD	SR VP FOR BUSINESS AND FINANCE	40.00	Officer	$112,865	$33,655	$146,520
JENNIFER BROOKET	VP FOR ADVANCEMENT	40.00	Officer	$36,471	$11,618	$48,089
GEORGE WOLF	VP FOR ENROLLMENT	40.00	Officer	$82,003	$32,455	$114,458
CHERI BETZ	VICE PRESIDENT	40.00	Officer	$195,220	$4,268	$199,488
SUSAN SHELANGOSKI	VP FOR ACADEMIC AFFAIRS - PART YEAR	40.00	Highest	$149,811	$12,051	$161,862
JOANNE YASTIK	DIRECTOR OF NURSING	40.00	Highest	$118,417	$13,052	$131,469
ANGELA DUNN	DEAN	40.00	Highest	$114,430	$25,089	$139,519
SR PEG ALBERT OP PHD	FORMER PRESIDENT	40.00		$149,169	$30,581	$179,750

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	$55,341,784	$59,241,124	$83,851,595	$-3,899,340
2023	$60,929,237	$60,292,822	$84,578,079	$636,415
2022	$61,647,205	$65,986,246	$91,816,643	$-4,339,041
2021	$61,892,871	$58,011,997	$99,863,448	$3,880,874
2020	$58,898,740	$59,537,369	$100,727,760	$-638,629
2019	$59,023,546	$57,072,299	$94,015,072	$1,951,247
2018	$58,135,990	$56,761,696	$90,486,863	$1,374,294

SIENA HEIGHTS UNIVERSITY