BETHEL UNIVERSITY (EIN 410708577) - 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

1996

Legal Domicile

Principal Officer

ROSS ALLEN

Phone

6516386208

Tax Period

2024-06-01 to 2025-05-31

BETHEL UNIVERSITY, founded in 1996, is a major nonprofit in the Education sector that reported $138.5M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $132.3M left a modest 4% surplus.

Mission

TO EDUCATE AND ENERGIZE MEN AND WOMEN FOR EXCELLENCE IN LEADERSHIP, SCHOLARSHIP AND SERVICE.

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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 $23,678,802

Program Service Revenue $109,980,707

Investment Income $5,300,251

Other Revenue $-477,044

TOTAL REVENUE $138,482,716

Expense Breakdown

Grants Paid $37,354,423

Salaries & Benefits $51,275,932

Fundraising Expenses $1,982,691

Program Expenses $97,418,591

Other Expenses $43,631,265

TOTAL EXPENSES $132,261,620

Year-over-Year Comparison

	2024	2023	Change
Revenue	$138,482,716	$127,136,085	+0.1%
Expenses	$132,261,620	$125,158,728	+0.1%
Net Income	$6,221,096	$1,977,357	+2.1%

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

2223

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

$1,144,014

Total Directors

$381,562

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSS ALLEN	PRESIDENT	40.00	Officer Director	$350,639	$30,923	$381,562
ALAN JOHNSON	CHAIR	5.00	Officer Director	$0	$0	$0
ANDREA SCHILLING	VICE-CHAIR	5.00	Officer Director	$0	$0	$0
RANDY DORN	TREASURER	5.00	Officer Director	$0	$0	$0
LINDA GOODWIN	SECRETARY	5.00	Officer Director	$0	$0	$0
MICHAEL BROCKER	TRUSTEE	5.00	Director	$0	$0	$0
LESLIE CHAPMAN	TRUSTEE	5.00	Director	$0	$0	$0
JIM GREEN	TRUSTEE	5.00	Director	$0	$0	$0
WAYNE JOHNSON	TRUSTEE	5.00	Director	$0	$0	$0
RONN KREPS	TRUSTEE	5.00	Director	$0	$0	$0
JOEL LAWRENCE	TRUSTEE	5.00	Director	$0	$0	$0
DANIEL LINDH	TRUSTEE	5.00	Director	$0	$0	$0
DAWN MARCUS	TRUSTEE	5.00	Director	$0	$0	$0
LAURA MCKNIGHT	TRUSTEE	5.00	Director	$0	$0	$0
CHRIS MEIDT	TRUSTEE	5.00	Director	$0	$0	$0
STEPHANIE WILLIAMS O'BRIEN	TRUSTEE	5.00	Director	$0	$0	$0
KRISTI PIEHL	TRUSTEE	5.00	Director	$0	$0	$0
GEORGE SOLTERO	TRUSTEE	5.00	Director	$0	$0	$0
ANN TSCHETTER	TRUSTEE	5.00	Director	$0	$0	$0
STEVE WILHITE	TRUSTEE	5.00	Director	$0	$0	$0
TROY KOPISCHKE	TRUSTEE	5.00	Director	$0	$0	$0
GASBY BROWN	TRUSTEE	5.00	Director	$0	$0	$0
SERGIO AMEZCUA	TRUSTEE	5.00	Director	$0	$0	$0
DAVID EDGERTON JR	TRUSTEE	5.00	Director	$0	$0	$0
LAMARR LARK	TRUSTEE	5.00	Director	$0	$0	$0
JOHN K JENKINS	TRUSTEE	5.00	Director	$0	$0	$0
KEN NABI	TRUSTEE	5.00	Director	$0	$0	$0
STACIE STANLEY	TRUSTEE	5.00	Director	$0	$0	$0
WENDY ULFRETS	TRUSTEE	5.00	Director	$0	$0	$0
JON WICKLUND	TRUSTEE	5.00	Director	$0	$0	$0
ROBIN RYLAARSDAM	UNIVERSITY PROVOST	40.00	Officer	$174,519	$14,951	$189,470
JEANNE OSGOOD	CHIEF OF STAFF	40.00	Officer	$139,375	$39,453	$178,828
JOEL COSTA	CFO & VP FINANCE & OPERATIONS	40.00	Officer	$161,496	$36,316	$197,812
MICHAEL FREER	CHIEF HUMAN RESOURCES OFFICER	40.00	Officer	$156,533	$39,809	$196,342
PAUL MCGINNIS	VP OF MARKETING & ENROLLMENT	40.00	Highest	$150,679	$22,588	$173,267
RAHN FRANKLIN	VP OF DIVERSITY, EQUITY, & INCLUSION	40.00	Highest	$174,519	$35,806	$210,325
CHUCK BROZ	HVAC, PLUMBING & ELECTRIC SUPERVISOR	40.00	Highest	$151,405	$39,599	$191,004
CYNTHIA GOETZ	PHYSICIAN ASSISTANT PROGRAM DIRECTOR	40.00	Highest	$141,014	$26,474	$167,488
MARK HINTZ	VP OF TRANSFORMATIONAL GIVING	40.00	Highest	$158,149	$36,306	$194,455

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	$138,482,716	$132,261,620	$251,026,001	$6,221,096
2024	$127,136,085	$125,158,728	$235,708,441	$1,977,357
2023	$124,922,475	$125,612,255	$220,920,531	$-689,780
2022	$163,942,333	$137,330,745	$227,108,582	$26,611,588
2021	$136,689,038	$140,321,203	$210,773,506	$-3,632,165
2020	$146,758,836	$143,225,963	$206,434,060	$3,532,873
2019	$140,267,855	$142,962,869	$197,570,130	$-2,695,014
2018	$141,706,321	$143,474,824	$204,441,760	$-1,768,503

BETHEL UNIVERSITY