UNION COLLEGE (EIN 470405319) - 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

1891

Legal Domicile

Principal Officer

YAMI BAZAN

Phone

4024862502

Tax Period

2024-06-01 to 2025-05-31

UNION COLLEGE, founded in 1891, is a mid-sized nonprofit in the Education sector that reported $56.6M in total revenue in fiscal year 2024. Revenue surged 102% from the prior year, signaling strong growth momentum. The organization ran a surplus of $21.3M, a strong 38% operating margin.

Mission

OFFER A COLLEGE EXPERIENCE INCLUDING EDUCATION, HOUSING, & ASSOCIATED PROGRAMS IN LINCOLN, NE.

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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 $12,678,363

Program Service Revenue $21,186,669

Investment Income $2,748,003

Other Revenue $19,960,542

TOTAL REVENUE $56,573,577

Expense Breakdown

Grants Paid $5,488,823

Salaries & Benefits $17,762,699

Fundraising Expenses $586,956

Program Expenses $28,639,872

Other Expenses $12,019,965

TOTAL EXPENSES $35,271,487

Year-over-Year Comparison

	2024	2023	Change
Revenue	$56,573,577	$27,958,308	+1.0%
Expenses	$35,271,487	$31,598,089	+0.1%
Net Income	$21,302,090	$-3,639,781	-6.9%

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

746

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

$776,159

Total Directors

$196,204

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY THURBER	CHAIR	1.00	Officer Director	$0	$0	$0
HUBERT MOREL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JACK KROGSTAD	TRUSTEE EMERITI	1.00	Director	$0	$0	$0
ROGER BERNARD	TRUSTEE	1.00	Director	$0	$0	$0
RON CARLSON	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN CHAVEZ	TRUSTEE	1.00	Director	$0	$0	$0
MORRE DEAN	TRUSTEE	1.00	Director	$0	$0	$0
TODD ESSEX	TRUSTEE	1.00	Director	$0	$0	$0
GARTH FLETCHER	TRUSTEE	1.00	Director	$0	$0	$0
DOUG GOETZ	TRUSTEE	1.00	Director	$0	$0	$0
MILDRED GREER	TRUSTEE	1.00	Director	$0	$0	$0
LUANN HOWARD	TRUSTEE	1.00	Director	$0	$0	$0
SAM HUENERGARDT	TRUSTEE	1.00	Director	$0	$0	$0
VERNON HERHOLDT	TRUSTEE	1.00	Director	$0	$0	$0
MARLENA JAHN	TRUSTEE	1.00	Director	$0	$0	$0
REBECCA KRUEGER	TRUSTEE	1.00	Director	$0	$0	$0
RICK KRUEGER	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN LANG	TRUSTEE	1.00	Director	$0	$0	$0
SIMON LIVERSIDGE	TRUSTEE	1.00	Director	$0	$0	$0
JASON MOSES	TRUSTEE	1.00	Director	$0	$0	$0
JEFF PETERSON	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA PROWANT	TRUSTEE	1.00	Director	$0	$0	$0
RICH REINER	TRUSTEE	1.00	Director	$0	$0	$0
JEFF SCOGGINS	TRUSTEE	1.00	Director	$0	$0	$0
PAULA SHAW	TRUSTEE	1.00	Director	$0	$0	$0
LEE ROCHHOLZ	TRUSTEE	1.00	Director	$0	$0	$0
SAM SHUM	TRUSTEE	1.00	Director	$0	$0	$0
GELERIE STENBAKKEN	TRUSTEE	1.00	Director	$0	$0	$0
KENT THOMPSON	TRUSTEE	1.00	Director	$0	$0	$0
DAVID VANDEVERE	TRUSTEE	1.00	Director	$0	$0	$0
KEN BACON	TRUSTEE	1.00	Director	$0	$0	$0
STEVE BASCOM	TRUSTEE	1.00	Director	$0	$0	$0
VINITA SAUDER	PRESIDENT	40.00	Officer Director	$75,068	$21,603	$96,671
YAMILETH BAZAN	PRESIDENT	40.00	Officer Director	$71,660	$27,873	$99,533
STEVEN TRANA	VP FOR FINANCIAL ADMIN	40.00	Officer	$107,352	$36,611	$143,963
DEBRA ENO	VP FOR ACADEMIC ADMIN	40.00	Officer	$106,172	$42,487	$148,659
RYAN TELLER	VP FOR ENROLLMENT	40.00	Officer	$71,452	$20,855	$92,307
LUANN DAVIS	VP FOR ADVANCEMENT	40.00	Officer	$72,082	$23,928	$96,010
KIMBERLY CANINE	VP FOR STUDENT LIFE	40.00	Officer	$71,106	$27,910	$99,016
MEGAN HEIDTBRINK	PA PROGRAM DIRECTOR	40.00	Highest	$147,873	$37,486	$185,359
MICHELLE PETERSEN	PA FACULTY	40.00	Highest	$113,072	$40,304	$153,376
AUSTIN YOUNG	PA FACULTY	40.00	Highest	$107,356	$27,762	$135,118

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	$56,573,577	$35,271,487	$81,884,115	$21,302,090
2024	$27,958,308	$31,598,089	$66,015,111	$-3,639,781
2023	$27,571,257	$29,609,805	$64,077,340	$-2,038,548
2022	$35,905,654	$32,459,651	$65,634,399	$3,446,003
2021	$31,528,656	$30,522,425	$67,478,028	$1,006,231
2020	$32,506,990	$31,011,065	$65,761,664	$1,495,925
2019	$31,978,075	$31,106,496	$61,425,299	$871,579
2018	$31,271,986	$28,976,959	$59,544,186	$2,295,027

UNION COLLEGE