BIG TEN ACADEMIC ALLIANCE (EIN 463254996) - 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

2013

Legal Domicile

Principal Officer

KEITH MARSHALL

Phone

2173005383

Tax Period

2023-07-01 to 2024-06-30

BIG TEN ACADEMIC ALLIANCE, founded in 2013, is a mid-sized nonprofit in the Education sector that reported $12.6M in total revenue in fiscal year 2023. Expenses of $14.1M exceeded revenue, resulting in a 12% operating deficit.

Mission

BIG TEN ACADEMIC ALLIANCE IS AN ACADEMIC CONSORTIUM OF 14 TOP-TIER RESEARCH UNIVERSITIES, INCLUDING MEMBERS OF THE BIG TEN CONFERENCE AND THE UNIVERSITY OF CHICAGO WHO COLLABORATE TO ADVANCE THEIR ACADEMIC MISSIONS, GENERATE UNIQUE OPPORTUNITIES FOR STUDENTS AND FACULTY, AND SERVE THE COMMON GOOD BY SHARING EXPERTISE, LEVERAGING CAMPUS RESOURCES, AND CREATIVE INNOVATIVE PROGRAMMING.

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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 $0

Program Service Revenue $12,357,251

Investment Income $0

Other Revenue $211,365

TOTAL REVENUE $12,568,616

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,989,271

Fundraising Expenses $0

Program Expenses $12,791,261

Other Expenses $11,098,232

TOTAL EXPENSES $14,087,503

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,568,616	$12,452,946	+0.0%
Expenses	$14,087,503	$12,807,230	+0.1%
Net Income	$-1,518,887	$-354,284	+3.3%

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

Volunteers

N/A

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

$1,627,606

Total Directors

$9,843,268

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN COLEMAN	VICE CHANCELLOR FOR ACADEMIC AFFAIRS	1.00	Director	$0	$0	$226,595
WILLIAM BERNHARD - THRU 71823	INTERIM VICE CHANCELLOR FOR ACADEMIC AFFAIRS	1.00	Director	$0	$0	$265,909
RAHUL SHRIVASTAV	EXECUTIVE VICE PRESIDENT	1.00	Director	$0	$78,839	$613,706
KEVIN KREGEL	EXECUTIVE VICE PRESIDENT	1.00	Director	$0	$65,672	$600,959
JENNIFER KING RICE	SENIOR VICE PRESIDENT	1.00	Director	$0	$6,551	$587,341
LAURIE MCCAULEY	EXECUTIVE VICE PRESIDENT FOR ACADEMIC AFFAIRS	1.00	Director	$0	$61,926	$851,293
THOMAS JEITSCHKO	EXECUTIVE VICE PRESIDENT FOR ACADEMIC AFFAIRS	1.00	Director	$0	$205,149	$720,954
RACHEL CROSON	BOARD CHAIR	1.00	Officer Director	$0	$33,840	$565,937
KATHERINE ANKERSON	EXECUTIVE VICE CHANCELLOR	1.00	Director	$0	$0	$418,999
KATHLEEN HAGERTY	BOARD VICE CHAIR	1.00	Officer Director	$0	$33,000	$1,061,669
KARLA ZADNIK	INTERIM EXECUTIVE VICE PRESIDENT	1.00	Director	$0	$52,926	$487,255
MELISSA GILLIAM - THRU 123123	EXECUTIVE VICE PRESIDENT	1.00	Director	$0	$127,578	$932,145
TRACY LANGKILDE	INTERIM EXECUTIVE VICE PRESIDENT	1.00	Director	$0	$0	$0
JUSTIN SCHWARTZ - THRU 41424	EXECUTIVE VICE PRESIDENT	1.00	Director	$0	$61,195	$702,282
PATRICK WOLFE	EXECUTIVE VP FOR ACADMENIC AFFAIRS & DIVERSITY	1.00	Director	$0	$59,055	$529,113
PRABHAS MOGHE	EXECUTIVE VICE PRESIDENT FOR ACADEMIC AFFAIRS	1.00	Director	$0	$41,513	$711,387
CHARLES LEE ISBELL	VICE CHANCELLOR FOR ACADEMIC AFFAIRS	1.00	Director	$0	$7,785	$284,691
ERIC WILCOTS	INTERIM PROVOST	1.00	Director	$0	$0	$0
KEITH MARSHALL	EXECUTIVE DIRECTOR	40.00	Director	$246,522	$36,511	$283,033

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	$12,568,616	$14,087,503	$11,002,193	$-1,518,887
2023	$12,452,946	$12,807,230	$13,465,537	$-354,284
2022	$12,371,712	$11,487,219	$15,588,606	$884,493
2021	$9,203,675	$8,771,904	$13,766,841	$431,771
2020	$8,245,797	$7,633,376	$10,800,957	$612,421
2019	$8,094,964	$7,843,533	$9,532,866	$251,431
2018	$8,260,850	$7,219,957	$12,930,739	$1,040,893

BIG TEN ACADEMIC ALLIANCE