CENTRAL METHODIST UNIVERSITY (EIN 430654854) - 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

1902

Legal Domicile

Principal Officer

JULEE SHERMAN

Phone

6602486203

Tax Period

2024-07-01 to 2025-06-30

CENTRAL METHODIST UNIVERSITY, founded in 1902, is a mid-sized nonprofit in the Education sector that reported $62.1M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Net assets of $160.1M represent 31 months of operating reserves.

Mission

CENTRAL METHODIST UNIVERSITY FOSTERS A DIVERSE AND CARING COMMUNITY, EMPOWERING STUDENTS TO BECOME LIFELONG LEARNERS, COMMITTED TO ACADEMIC EXCELLENCE, PREPARED TO ENGAGE IN A COMPLEX WORLD.

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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 $7,691,083

Program Service Revenue $52,669,790

Investment Income $1,290,767

Other Revenue $412,882

TOTAL REVENUE $62,064,522

Expense Breakdown

Grants Paid $19,454,540

Salaries & Benefits $26,798,954

Fundraising Expenses $1,079,987

Program Expenses $54,970,785

Other Expenses $15,459,668

TOTAL EXPENSES $61,713,162

Year-over-Year Comparison

	2024	2023	Change
Revenue	$62,064,522	$56,259,707	+0.1%
Expenses	$61,713,162	$58,239,566	+0.1%
Net Income	$351,360	$-1,979,859	-1.2%

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

894

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

$613,060

Total Directors

$386,256

Key Employees

$1,217,447

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUE RICHMOND	TRUSTEE	1.00	Director	$0	$0	$0
DAVID ATKINS	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT ANDERSON	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT BLANTON	TRUSTEE	1.00	Director	$0	$0	$0
MARILYN CAUL	TRUSTEE	1.00	Director	$0	$0	$0
MARK DEMPSEY	TRUSTEE	1.00	Director	$0	$0	$0
DAVID LEMKE	TRUSTEE	1.00	Director	$0	$0	$0
JIM MARCHBANK	TRUSTEE	1.00	Director	$0	$0	$0
BISHOP ROBERT FARR	TRUSTEE	1.00	Director	$0	$0	$0
TED HOUSE	TRUSTEE	1.00	Director	$0	$0	$0
JULIE PARRISH	TRUSTEE	1.00	Director	$0	$0	$0
CLAYTON SMITH	TRUSTEE	1.00	Director	$0	$0	$0
JANET JACOBS	TRUSTEE	1.00	Director	$0	$0	$0
RON KNIGGE	TRUSTEE	1.00	Director	$0	$0	$0
KIRK MEYER	TRUSTEE	1.00	Director	$0	$0	$0
TERRY HENDERSON	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
NANCY PEACOCK	CHAIRMAN	1.00	Officer Director	$0	$0	$0
CHRISTINA SHUTT	TRUSTEE	1.00	Director	$0	$0	$0
JIM MATHER	TRUSTEE	1.00	Director	$0	$0	$0
SHARON RUBEY	TRUSTEE	1.00	Director	$0	$0	$0
BRUCE ADDISON	TRUSTEE	1.00	Director	$0	$0	$0
LYNN MINER	TRUSTEE	1.00	Director	$0	$0	$0
FRANK WALLIS	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM WASHBURN	TRUSTEE	1.00	Director	$0	$0	$0
ROGER DRAKE	PRESIDENT/TRUSTEE	40.00	Officer Director	$342,170	$44,086	$386,256
LARRY TUCKER	SECRETARY	1.00	Officer Director	$0	$0	$0
TERRI SWAN	TRUSTEE	1.00	Director	$0	$0	$0
JAY SHELTON	TRUSTEE	1.00	Director	$0	$0	$0
JW ARNOLD	TRUSTEE	1.00	Director	$0	$0	$0
DEBORAH DODGE	TRUSTEE	1.00	Director	$0	$0	$0
IVAN JAMES III	TRUSTEE	1.00	Director	$0	$0	$0
PAULA JUST	TRUSTEE	1.00	Director	$0	$0	$0
TAD PERRY	TRUSTEE	1.00	Director	$0	$0	$0
ERIC TRELZ	TRUSTEE	1.00	Director	$0	$0	$0
SHELBY ALEXANDER	TRUSTEE	1.00	Director	$0	$0	$0
MELISSA DODD	TRUSTEE	1.00	Director	$0	$0	$0
HADLEY EDWARDS	TRUSTEE	1.00	Director	$0	$0	$0
MARK HARBISON	TRUSTEE	1.00	Director	$0	$0	$0
JAY JACOBS	TRUSTEE	1.00	Director	$0	$0	$0
JOHN ORSCHELN	TRUSTEE	1.00	Director	$0	$0	$0
KELLIE PLATZ	TRUSTEE	1.00	Director	$0	$0	$0
JULEE SHERMAN	VP FOR FINANCE & ADMINISTR	40.00	Officer	$202,367	$24,437	$226,804
CHAD GAINES	VP FOR TECHNOLOGY AND PLANNING	40.00	Key Emp	$188,869	$23,420	$212,289
RITA GULSTAD	VICE PRESIDENT/PROVOST	40.00	Key Emp	$300,032	$25,353	$325,385
WILLIAM SHEEHAN	VP FOR ADVANCEMENT AND ALUMNI RELATIONS	40.00	Key Emp	$232,624	$27,376	$260,000
MELISSA MACE	VP FOR ENROLLMENT	40.00	Key Emp	$171,700	$14,347	$186,047
STEPHANIE BRINK	DEAN OF HEALTH PROFESSIONS	40.00	Key Emp	$215,000	$18,726	$233,726
SALLY HACKMAN	ADMINISTRATOR	40.00	Highest	$139,340	$16,462	$155,802
CARLENA KLUSMEYER	ADMINISTRATOR	40.00	Highest	$151,922	$12,847	$164,769
DORI WAGGONER	ADMINISTRATOR	40.00	Highest	$132,356	$17,923	$150,279
DAVID GORTON	ADMINISTRATOR	40.00	Highest	$169,707	$15,083	$184,790
BRAD DIXON	VP OF STUDENT LIFE	40.00	Highest	$107,033	$17,794	$124,827

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	$62,064,522	$61,713,162	$169,855,977	$351,360
2024	No data	No data	No data	No data
2023	$57,521,736	$57,820,252	$162,211,399	$-298,516
2022	$63,159,586	$58,540,825	$157,110,392	$4,618,761
2021	$65,752,214	$53,470,056	$161,128,391	$12,282,158
2020	$55,286,312	$51,915,191	$138,609,356	$3,371,121
2019	$54,646,360	$52,140,623	$131,518,129	$2,505,737
2018	$57,383,594	$48,886,646	$128,721,697	$8,496,948

CENTRAL METHODIST UNIVERSITY