MORNINGSIDE UNIVERSITY (EIN 420680400) - 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

1894

Legal Domicile

Principal Officer

CHAD BENSON

Phone

7122745000

Tax Period

2024-06-01 to 2025-05-31

MORNINGSIDE UNIVERSITY, founded in 1894, is a mid-sized nonprofit in the Education sector that reported $72.9M in total revenue in fiscal year 2024. Expenses of $68.5M left a modest 6% surplus.

Mission

MORNINGSIDE UNIVERSITY IS A 4 YEAR PRIVATE UNIVERSITY, THAT PROVIDES A LIBERAL ARTS EDUCATION TO FULL AND PART-TIME STUDENTS, INCLUDING CO-CURRICULAR ACTIVITIES (RESIDENCE HALLS, DINING, BOOKSTORE).

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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 $9,835,957

Program Service Revenue $57,845,548

Investment Income $5,893,561

Other Revenue $-644,807

TOTAL REVENUE $72,930,259

Expense Breakdown

Grants Paid $25,438,131

Salaries & Benefits $23,889,822

Fundraising Expenses $1,405,378

Program Expenses $58,637,846

Other Expenses $19,181,052

TOTAL EXPENSES $68,509,005

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,930,259	$67,572,023	+0.1%
Expenses	$68,509,005	$65,811,058	+0.0%
Net Income	$4,421,254	$1,760,965	+1.5%

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

1033

Volunteers

130

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

$606,749

Total Directors

Key Employees

$414,996

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JODI BACON	DIRECTOR	0.50	Director	$0	$0	$0
RENEE BEAULIEU	DIRECTOR	0.50	Director	$0	$0	$0
CHAD BENSON	DIRECTOR	0.50	Officer Director	$0	$0	$0
KENNETHA BIGHAM-TSAI	DIRECTOR	0.50	Director	$0	$0	$0
CHRIS BOGENRIEF	DIRECTOR	0.50	Director	$0	$0	$0
J ROBERT BURKHART	DIRECTOR	0.50	Director	$0	$0	$0
RON CARLSON	DIRECTOR	0.50	Director	$0	$0	$0
CY CHESTERMAN JR	DIRECTOR	0.50	Director	$0	$0	$0
DAN COX	DIRECTOR	0.50	Director	$0	$0	$0
MEREDITH DAVIS LANG	DIRECTOR	0.50	Director	$0	$0	$0
ROSA DIAZ	DIRECTOR	0.50	Director	$0	$0	$0
CLEOPHUS FRANKLIN	DIRECTOR	0.50	Director	$0	$0	$0
BRAYTON HAGGE	DIRECTOR	0.50	Director	$0	$0	$0
DAN HENDERSON	DIRECTOR	0.50	Director	$0	$0	$0
SCOTT KERKHOFF	DIRECTOR	0.50	Director	$0	$0	$0
DEBORAH KIESEY	DIRECTOR	0.50	Director	$0	$0	$0
NOLAN LUBARSKI	DIRECTOR	0.50	Director	$0	$0	$0
ESTHER MACKINTOSH	DIRECTOR	0.50	Director	$0	$0	$0
TIM MCCABE	DIRECTOR	0.50	Director	$0	$0	$0
TARAH NOLAN	DIRECTOR	0.50	Director	$0	$0	$0
MARTIN PALMER	DIRECTOR	0.50	Director	$0	$0	$0
MARK PORTER	DIRECTOR	0.50	Director	$0	$0	$0
KHALID RASHEED	DIRECTOR	0.50	Director	$0	$0	$0
CORY ROBERTS	DIRECTOR	0.50	Director	$0	$0	$0
ROBBIE ROHLENA	DIRECTOR	0.50	Officer Director	$0	$0	$0
THOMAS ROSEN	DIRECTOR	0.50	Director	$0	$0	$0
RAY SCOTT	DIRECTOR	0.50	Director	$0	$0	$0
JOHN STEELE	DIRECTOR	0.50	Director	$0	$0	$0
CRAIG STRUVE	DIRECTOR	0.50	Director	$0	$0	$0
MIA SUDO	DIRECTOR	0.50	Director	$0	$0	$0
ERICA THEIN	DIRECTOR	0.50	Director	$0	$0	$0
JAMES WALKER	DIRECTOR	0.50	Director	$0	$0	$0
CAROL WERNER	DIRECTOR	0.50	Director	$0	$0	$0
CURTIS WHITE	DIRECTOR	0.50	Director	$0	$0	$0
BRIAN JOHNSON	ALUMNI REPRESENTATIVE	0.50	Director	$0	$0	$0
PATRICK MCKINLAY	FACULTY REPRESENTATIVE	0.50	Director	$0	$0	$0
KAREN WIESE	STAFF REPRESENTATIVE	0.50	Director	$0	$0	$0
GREGORY CLARK	STUDENT REPRESENTATIVE	0.50	Director	$0	$0	$0
ALBERT MOSLEY	PRESIDENT	40.00	Officer	$351,587	$32,287	$383,874
PAUL TREFT	FORMER VP BUSINESS & FINANCE	0.00	Officer	$162,793	$22,283	$185,076
JEANETTE FREY	VP BUSINESS & FINANCE	40.00	Officer	$33,818	$3,981	$37,799
CHRISTOPHER SPICER	PROVOST & VP ACADEMIC AFFAIRS	40.00	Key Emp	$192,488	$24,781	$217,269
TERRI CURRY	VP STUDENT LIFE/ENROLLMENT	40.00	Key Emp	$174,575	$23,152	$197,727
JACKLYN BARBER	DEAN OF NURSING	40.00	Highest	$239,627	$7,411	$247,038
DARRELL SANDALL	DEAN OF SCHOOL OF BUSINESS	40.00	Highest	$161,004	$31,035	$192,039
MARK LUMSDEN	VP INFORMATION TECH & CHIEF INFO OFFICER	40.00	Highest	$157,491	$29,696	$187,187
ERIN EDLUND	CHIEF OF STAFF & VP UNIVERSITY ENGAGEMENT	40.00	Highest	$149,903	$33,312	$183,215
STEPHEN RYAN	HEAD FOOTBALL COACH	40.00	Highest	$143,461	$32,115	$175,576
JOHN REYNDERS	FORMER PRESIDENT	0.00		$282,026	$0	$282,026

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	$72,930,259	$68,509,005	$128,062,889	$4,421,254
2024	$67,572,023	$65,811,058	$135,355,394	$1,760,965
2023	$63,396,838	$64,365,996	$130,042,467	$-969,158
2022	$70,511,486	$65,328,143	$134,278,573	$5,183,343
2021	$67,438,390	$59,481,600	$147,946,360	$7,956,790
2020	$57,241,310	$58,591,407	$128,662,837	$-1,350,097
2019	$59,678,425	$58,405,622	$131,750,943	$1,272,803
2018	$62,493,303	$56,327,461	$132,818,525	$6,165,842

MORNINGSIDE UNIVERSITY