University of Mary (EIN 450273403) - 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

1959

Legal Domicile

Principal Officer

Matthew Zimmermann

Phone

7012557500

Tax Period

2023-07-01 to 2024-06-30

University of Mary, founded in 1959, is a major nonprofit in the Education sector that reported $127.1M in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $26.4M, a strong 21% operating margin.

Mission

A private institution of higher education offering graduate and undergraduate degrees.

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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 (2023)

Revenue Breakdown

Contributions & Grants $40,130,947

Program Service Revenue $83,766,878

Investment Income $2,909,644

Other Revenue $247,361

TOTAL REVENUE $127,054,830

Expense Breakdown

Grants Paid $23,175,865

Salaries & Benefits $38,149,317

Fundraising Expenses $4,573,055

Program Expenses $86,296,442

Other Expenses $39,281,359

TOTAL EXPENSES $100,606,541

Year-over-Year Comparison

	2023	2022	Change
Revenue	$127,054,830	$95,710,757	+0.3%
Expenses	$100,606,541	$89,664,411	+0.1%
Net Income	$26,448,289	$6,046,346	+3.4%

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

1321

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

$596,518

Total Directors

$214,274

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dan Butler	Chair	1.00	Officer Director	$0	$0	$0
Monsignor James P Shea	President (See Sch O for details)	40.00	Officer Director	$187,514	$26,760	$214,274
Sister Nicole Kunze	Prioress, President	1.00	Officer Director	$0	$0	$0
Sister Agatha Muggli	Secretary	1.00	Officer Director	$0	$0	$0
Tim Hennessy	Vice Chair	1.00	Officer Director	$0	$0	$0
Al Anderson	Trustee	1.00	Director	$0	$0	$0
Michael Appert	Trustee	1.00	Director	$0	$0	$0
Bill Daniel	Trustee	1.00	Director	$0	$0	$0
Scott Davis	Trustee	1.00	Director	$0	$0	$0
Sister Rosemary DeGracia	Trustee	1.00	Director	$0	$0	$0
Rondi McGovern	Trustee	1.00	Director	$0	$0	$0
Jonathan Reyes	Trustee	1.00	Director	$0	$0	$0
Monsignor Gret Schlesselmann	Trustee	1.00	Director	$0	$0	$0
Laurie Steffes	Trustee	1.00	Director	$0	$0	$0
Schaan Barth	Trustee	1.00	Director	$0	$0	$0
Ryan Capouch	Trustee	1.00	Director	$0	$0	$0
Kevin Cramer	Trustee	1.00	Director	$0	$0	$0
Tom Engelhardt	Trustee	1.00	Director	$0	$0	$0
Tara Feil	Trustee	1.00	Director	$0	$0	$0
Jackie Gibney	Trustee	1.00	Director	$0	$0	$0
Trevor Hastings	Trustee	1.00	Director	$0	$0	$0
Michael Naughton	Trustee	1.00	Director	$0	$0	$0
Reed Reyman	Trustee	1.00	Director	$0	$0	$0
Connie Tharaldson	Trustee	1.00	Director	$0	$0	$0
Chris Baumgartner	Trustee	1.00	Director	$0	$0	$0
David Ehlis	Trustee	1.00	Director	$0	$0	$0
Julie Liffrig Fedorchak	Trustee	1.00	Director	$0	$0	$0
Sister JoAnn Krebsbach	Trustee	1.00	Director	$0	$0	$0
Sister Nancy Miller	Trustee	1.00	Director	$0	$0	$0
Sister Rosanne Zastoupil	Trustee	1.00	Director	$0	$0	$0
Christi Schaefbauer	Vice President for Financial Affairs	40.00	Officer	$131,702	$27,583	$159,285
Jerome Richter	Executive Vice President	40.00	Officer	$187,127	$35,832	$222,959
Diane Fladeland	Vice President for Academic Affairs	40.00	Highest	$153,253	$23,451	$176,704
Mary Dockter	Dean of School of Health Science	40.00	Highest	$134,160	$22,173	$156,333
Brenda Tufte - Associate	Dean of Edu. & Behavorial Sciences	40.00	Highest	$138,581	$20,360	$158,941
Karel Sovak	Dean of School of Business	40.00	Highest	$148,779	$10,227	$159,006
Rod Jonas-Dean of Liffrig Fam	School of Edu. & Behavioral Sciences	40.00	Highest	$133,339	$18,199	$151,538

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	$127,054,830	$100,606,541	$242,542,545	$26,448,289
2023	$95,710,757	$89,664,411	$216,721,922	$6,046,346
2022	$103,801,276	$84,888,322	$208,539,926	$18,912,954
2021	$95,416,601	$79,369,457	$217,782,844	$16,047,144
2020	$79,618,446	$79,403,463	$188,008,414	$214,983
2019	$89,040,620	$88,450,615	$185,060,660	$590,005
2018	$81,947,097	$74,592,546	$181,119,584	$7,354,551

University of Mary