WILLIAM JEWELL COLLEGE (EIN 440545914) - 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

1849

Legal Domicile

Principal Officer

DR ELIZABETH MACLEOD WALLS

Phone

8167817700

Tax Period

2022-07-01 to 2023-06-30

WILLIAM JEWELL COLLEGE, founded in 1849, is a mid-sized nonprofit in the Education sector that reported $40.7M in total revenue in fiscal year 2022. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $53.2M exceeded revenue, resulting in a 31% operating deficit.

Mission

WE EDUCATE OUR COMMUNITY TO ASK REFLECTIVE QUESTIONS, APPLY CRITICAL THOUGHT, AND ACT WITH PURPOSE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $10,758,871

Program Service Revenue $26,467,347

Investment Income $1,756,704

Other Revenue $1,681,823

TOTAL REVENUE $40,664,745

Expense Breakdown

Grants Paid $10,462,200

Salaries & Benefits $18,915,120

Fundraising Expenses $933,589

Program Expenses $40,975,216

Other Expenses $23,776,280

TOTAL EXPENSES $53,153,600

Year-over-Year Comparison

	2022	2021	Change
Revenue	$40,664,745	$53,193,413	-0.2%
Expenses	$53,153,600	$46,879,283	+0.1%
Net Income	$-12,488,855	$6,314,130	-3.0%

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

734

Volunteers

500

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

$1,639,970

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Macleod Walls	President	40.0	Officer	$370,232	$54,015	$424,247
Anne Dema	Provost	40.0	Officer	$196,118	$30,512	$226,630
Clark Morris	VP Institutional Advancement	40.0	Officer	$167,415	$31,852	$199,267
Eric Blair	VP Enrollment and Marketing	40.0	Officer	$148,451	$48,163	$196,614
Rodney Smith	VP Access and Engagement	40.0	Officer	$154,415	$24,151	$178,566
Kelli Schutte	Professor of Business & Chair	40.0	Highest	$143,540	$31,714	$175,254
Gary Armstrong	Interim VP Academic Affairs	40.0	Officer	$132,206	$24,109	$156,315
Daniel Holt	Chief Financial Officer	40.0	Officer	$120,311	$26,363	$146,674
Lan Guo	Director of IT	40.0	Highest	$100,365	$29,912	$130,277
Leesa McBroom	Professor of Nursing & Chair	40.0	Highest	$100,349	$29,186	$129,535
Joseph Garcia	VP FINANCE AND OPS/TREASURER	40.0	Officer	$106,216	$5,441	$111,657
WILLIAM C GAUTREAUX	TRUSTEE/CHAIR	1.0	Officer Director	$0	$0	$0
GARY D BARNES	TRUSTEE	1.0	Officer Director	$0	$0	$0
AIMEE G LARRABEE	TRUSTEE	1.0	Director	$0	$0	$0
ANGELA SMART	TRUSTEE	1.0	Director	$0	$0	$0
ANTWAUN SMITH	TRUSTEE	1.0	Director	$0	$0	$0
BRADLEY N SPRONG	TRUSTEE	1.0	Director	$0	$0	$0
BRIAN CARNEY	TRUSTEE	1.0	Director	$0	$0	$0
DAVID F OLIVER	TRUSTEE	1.0	Director	$0	$0	$0
DAVID WARM	TRUSTEE	1.0	Director	$0	$0	$0
DIANE E H WEBBER	TRUSTEE	1.0	Director	$0	$0	$0
GARY V AINSWORTH	TRUSTEE	1.0	Director	$0	$0	$0
JASON L HOUSEWORTH	TRUSTEE	1.0	Director	$0	$0	$0
JASON O KLUMB	TRUSTEE	1.0	Director	$0	$0	$0
MARGO A SHEPHARD	TRUSTEE	1.0	Director	$0	$0	$0
PATRICK J MCCOWN	TRUSTEE	1.0	Director	$0	$0	$0
QIANA F THOMASON	TRUSTEE	1.0	Director	$0	$0	$0
SARAH FIDLER ROWLAND	TRUSTEE	1.0	Director	$0	$0	$0
STEVEN M KARBANK	TRUSTEE	1.0	Director	$0	$0	$0
TODD E WHITE	TRUSTEE	1.0	Director	$0	$0	$0
W KEITH PENCE	TRUSTEE	1.0	Director	$0	$0	$0
WILLIAM R CLINE JR	TRUSTEE	1.0	Director	$0	$0	$0

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	No data	No data	No data	No data
2023	$40,664,745	$53,153,600	$129,620,615	$-12,488,855
2022	$53,193,413	$46,879,283	$136,212,221	$6,314,130
2021	$49,377,846	$53,452,760	$138,174,507	$-4,074,914
2020	$45,650,784	$50,585,097	$134,916,330	$-4,934,313
2019	$58,144,221	$52,102,685	$141,492,110	$6,041,536
2018	$56,858,076	$56,763,882	$138,729,187	$94,194

WILLIAM JEWELL COLLEGE