Donnelly College (EIN 480623882) - 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

1949

Legal Domicile

Phone

9136218765

Tax Period

2024-07-01 to 2025-06-30

Donnelly College, founded in 1949, is a mid-sized nonprofit in the Education sector that reported $14.9M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $3.6M, a strong 24% operating margin.

Mission

TO PROVIDE EDUCATION AND COMMUNITY SERVICES WITH PERSONAL CONCERN FOR THE NEEDS AND ABILITIES OF EACH STUDENT, ESPECIALLY THOSE WHO MIGHT NOT OTHERWISE BE SERVED.

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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 $10,537,186

Program Service Revenue $3,581,040

Investment Income $538,556

Other Revenue $203,401

TOTAL REVENUE $14,860,183

Expense Breakdown

Grants Paid $1,487,276

Salaries & Benefits $5,471,496

Fundraising Expenses $735,377

Program Expenses $8,791,785

Other Expenses $4,292,033

TOTAL EXPENSES $11,250,805

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,860,183	$17,726,427	-0.2%
Expenses	$11,250,805	$10,642,640	+0.1%
Net Income	$3,609,378	$7,083,787	-0.5%

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

160

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

$361,740

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN JONES	DIRECTOR/BOARD CHAIR	1.0	Officer Director	$0	$0	$0
ANDRES DOMINGUEZ	DIRECTOR	1.0	Director	$0	$0	$0
BILL DUNN JR	DIRECTOR	1.0	Director	$0	$0	$0
BOB BARTUNEK	DIRECTOR	1.0	Director	$0	$0	$0
CARLOS WALKER	DIRECTOR	1.0	Director	$0	$0	$0
DAVID MULVANY	DIRECTOR	1.0	Director	$0	$0	$0
DICK FLANIGAN	DIRECTOR	1.0	Director	$0	$0	$0
DOUG RIEDEL	DIRECTOR	1.0	Director	$0	$0	$0
DR CAROLYN MCKNIGHT	DIRECTOR	1.0	Director	$0	$0	$0
DR GINA TAYLOR	DIRECTOR	1.0	Director	$0	$0	$0
DR KAREN CURLS	DIRECTOR	1.0	Director	$0	$0	$0
DR RITA BURNETT	DIRECTOR	1.0	Director	$0	$0	$0
DR VINCE CASCONE	DIRECTOR	1.0	Director	$0	$0	$0
FR AGUSTIN MARTINEZ	DIRECTOR	1.0	Director	$0	$0	$0
FR JOHN RILEY	DIRECTOR	1.0	Director	$0	$0	$0
HERB SIZEMORE	DIRECTOR	1.0	Director	$0	$0	$0
JASON KOTLYAROV	DIRECTOR	1.0	Director	$0	$0	$0
JOE PRIVITERA	DIRECTOR	1.0	Director	$0	$0	$0
JUDY HEMBERGER	DIRECTOR	1.0	Director	$0	$0	$0
KAREN DONNELLY	DIRECTOR	1.0	Director	$0	$0	$0
LUIS GARCIA	DIRECTOR	1.0	Director	$0	$0	$0
MAUREEN MAHONEY	DIRECTOR	1.0	Director	$0	$0	$0
MAURICE MOSS	DIRECTOR	1.0	Director	$0	$0	$0
MOST REV JOSEPH F NAUMANN	DIRECTOR	1.0	Director	$0	$0	$0
NESTOR ZULUAGA	DIRECTOR	1.0	Director	$0	$0	$0
RACHEL CRUZ	DIRECTOR	1.0	Director	$0	$0	$0
SHERI GONZALES	DIRECTOR	1.0	Director	$0	$0	$0
SR ANNE SHEPARD	DIRECTOR	1.0	Director	$0	$0	$0
SR DIANA M SEAGO OSB	DIRECTOR	1.0	Director	$0	$0	$0
SR MARY ELIZABETH SCHWEIGER OSB	DIRECTOR	1.0	Director	$0	$0	$0
THERESA OSREDKER	DIRECTOR	1.0	Director	$0	$0	$0
EMILY BUCKLEY	VP DEVELOPMENT	40.0	Officer	$82,260	$23,122	$105,382
PATRICK SCHULTE	CFO	40.0	Officer	$61,402	$4,895	$66,297
RONALD DEMPSEY	CFO	40.0	Officer	$51,669	$10,129	$61,798
STUART SWETLAND	PRESIDENT	40.0	Officer	$97,825	$30,438	$128,263
LISA STOOTHOFF	DEAN	40.0	Highest	$102,029	$14,910	$116,939
RUSSELL ROBINSON	DIRECTOR OF NURSING	40.0	Highest	$105,782	$643	$106,425

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	$14,860,183	$11,250,805	$45,060,996	$3,609,378
2024	$17,726,427	$10,642,640	$40,921,883	$7,083,787
2023	$9,461,902	$10,818,403	$34,337,337	$-1,356,501
2023	$8,658,042	$9,856,806	$33,009,880	$-1,198,764
2022	$8,989,626	$8,864,306	$34,086,327	$125,320
2021	$8,091,894	$8,494,378	$37,518,901	$-402,484
2020	$15,341,973	$6,900,393	$36,054,995	$8,441,580
2019	$8,935,323	$6,608,245	$31,424,805	$2,327,078
2018	$8,103,882	$6,136,114	$16,816,177	$1,967,768

Donnelly College