Bellevue University (EIN 470491571) - 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

1966

Legal Domicile

Phone

4022932000

Tax Period

2024-07-01 to 2025-06-30

Bellevue University, founded in 1966, is a major nonprofit in the Education sector that reported $163.7M in total revenue in fiscal year 2024. Expenses of $155.8M left a modest 5% surplus.

Mission

NON-PROFIT INCORPORATED IN NEBRASKA THAT PROVIDES HIGHER EDUCATION SERVICES TO ADULT STUDENTS.

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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 $9,277,464

Program Service Revenue $147,802,389

Investment Income $5,286,124

Other Revenue $1,354,646

TOTAL REVENUE $163,720,623

Expense Breakdown

Grants Paid $7,622,944

Salaries & Benefits $73,328,102

Fundraising Expenses $443,539

Program Expenses $108,029,676

Other Expenses $74,851,209

TOTAL EXPENSES $155,802,255

Year-over-Year Comparison

	2024	2023	Change
Revenue	$163,720,623	$160,067,477	+0.0%
Expenses	$155,802,255	$148,918,678	+0.0%
Net Income	$7,918,368	$11,148,799	-0.3%

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

1526

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

$1,864,884

Total Directors

Key Employees

$963,196

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH MURPHY	BOARD SECRETARY	2.0	Officer Director	$0	$0	$0
GAIL S SEATON	VICE CHAIR	2.0	Officer Director	$0	$0	$0
RYAN DOWNS	BOARD CHAIR	2.0	Officer Director	$0	$0	$0
Andrew Nelsen	Board Member	2.0	Director	$0	$0	$0
AUDIE KEATON	BOARD MEMBER	2.0	Director	$0	$0	$0
CAREY HAMILTON	BOARD MEMBER	2.0	Director	$0	$0	$0
DANIEL HAMANN	BOARD MEMBER	2.0	Director	$0	$0	$0
DAVID G THRASHER	BOARD MEMBER	2.0	Director	$0	$0	$0
DIVA MEJIAS	BOARD MEMBER	2.0	Director	$0	$0	$0
FREDERICK HUNZEKER	BOARD MEMBER	2.0	Director	$0	$0	$0
GORDON WATANABE	BOARD MEMBER	2.0	Director	$0	$0	$0
HONG ZHENG	BOARD MEMBER	2.0	Director	$0	$0	$0
JAVIER FERNANDEZ	BOARD MEMBER	2.0	Director	$0	$0	$0
JERRY ADAMS	BOARD MEMBER	2.0	Director	$0	$0	$0
JOHN KOTOUC	BOARD MEMBER	2.0	Director	$0	$0	$0
JOHN NELSON	BOARD MEMBER	2.0	Director	$0	$0	$0
KEITH EDQUIST	BOARD MEMBER	2.0	Director	$0	$0	$0
LARRY RASMUSSEN	BOARD MEMBER	2.0	Director	$0	$0	$0
MICHAEL CASSLING	BOARD MEMBER	2.0	Director	$0	$0	$0
MICHAEL LEBENS	BOARD MEMBER	2.0	Director	$0	$0	$0
MICHAEL SUMMERS	BOARD MEMBER	2.0	Director	$0	$0	$0
ROBERT HOWARD	BOARD MEMBER	2.0	Director	$0	$0	$0
SCOTT CARLSON	BOARD MEMBER	2.0	Director	$0	$0	$0
STEVEN GEORGE	BOARD MEMBER	2.0	Director	$0	$0	$0
SUSAN DENNIS	BOARD MEMBER	2.0	Director	$0	$0	$0
WILLIAM DYER	BOARD MEMBER	2.0	Director	$0	$0	$0
JOHN M ERICKSON	VP, ADVANCEMENT	40.0	Officer	$235,756	$16,093	$251,849
KENNETH BIRDSONG	CFO	40.0	Officer	$234,891	$66,923	$301,814
MARY HAWKINS	PRESIDENT	40.0	Officer	$563,993	$28,293	$592,286
MATTHEW DAVIS	EVP, ADMIN SERVICES & DEAN OF COLLEGE OF MANAGMENT & TECHNOLOGY	40.0	Officer	$340,730	$24,463	$365,193
SHERRYE HUTCHERSON	EVP, HUMAN RESOURCES & GUILD	40.0	Officer	$330,458	$23,284	$353,742
JAMES L NEKUDA	VP, STRATEGIC PARTNERSHIPS	40.0	Key Emp	$212,484	$32,554	$245,038
MARY K DOBRANSKY	DEAN, COLLEGE OF SCIENCE & TEC	40.0	Key Emp	$213,545	$33,141	$246,686
MICHELLE EPPLER	VP & DEAN, COLLEGE OF ARTS	40.0	Key Emp	$210,007	$14,906	$224,913
REBECCA T MURDOCK	VP & DEAN, COLLEGE OF BUSINESS	40.0	Key Emp	$213,329	$33,230	$246,559
ANGELA L LONGE	ASSOCIATE PROFESSOR	40.0	Highest	$211,484	$35,155	$246,639
ESTER LUSTIG	ASSOCIATE PROFESSOR	40.0	Highest	$206,856	$43,345	$250,201
JULIA A DORIA	VP, GROWTH MARKETING	40.0	Highest	$237,749	$17,044	$254,793
Robert S Kizzier	ASST VP OF ENROLLMENT MANAGEMENT	40.0	Highest	$196,827	$632	$197,459
Stephen Linenberger	PROFESSOR	40.0	Highest	$180,834	$54,392	$235,226

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	$163,720,623	$155,802,255	$313,210,190	$7,918,368
2024	$160,067,477	$148,918,678	$295,958,089	$11,148,799
2023	$145,514,517	$132,985,651	$273,045,879	$12,528,866
2022	$130,441,670	$126,203,169	$223,389,878	$4,238,501
2021	$124,786,429	$118,971,248	$234,646,605	$5,815,181
2020	$117,724,637	$108,140,175	$215,489,676	$9,584,462
2019	$96,015,195	$95,098,983	$198,227,086	$916,212
2018	$80,345,326	$82,739,673	$190,644,935	$-2,394,347

Bellevue University