University of Santa Monica (EIN 510207234) - 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

1976

Legal Domicile

Principal Officer

Emilio Diez Barroso

Phone

3108297402

Tax Period

2023-09-01 to 2024-08-31

University of Santa Monica, founded in 1976, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $2.5M exceeded revenue, resulting in a 120% operating deficit.

Mission

The University of Santa Monica is dedicated to communicating the principles and practices of spiritual psychology worldwide through the process of soul-centered education.

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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 $197,888

Program Service Revenue $904,578

Investment Income $30,475

Other Revenue $1,723

TOTAL REVENUE $1,134,664

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,007,708

Fundraising Expenses $0

Program Expenses $1,951,199

Other Expenses $493,827

TOTAL EXPENSES $2,501,535

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,134,664	$1,520,817	-0.3%
Expenses	$2,501,535	$2,349,316	+0.1%
Net Income	$-1,366,871	$-828,499	+0.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kevin Walsh	Operations	40.00		$180,000	$0	$180,000
James P Cox	Registrar	40.00		$63,000	$0	$63,000
Jeffrey Morgan	Trustee	2.00	Director	$0	$0	$0
Sherie Wylie Markova	Trustee	2.00	Director	$0	$0	$0
John Morton	Trustee	2.00	Director	$0	$0	$0
Richard Powell	Trustee	2.00	Director	$0	$0	$0
Michael Murphy	Trustee	2.00	Director	$0	$0	$0
Nick Segal	Trustee	2.00	Director	$0	$0	$0
Nicholas Brown	Trustee	2.00	Director	$0	$0	$0
Emilio Diez Barroso	President	2.00	Officer	$0	$0	$0

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
2024	$1,134,664	$2,501,535	$6,618,682	$-1,366,871
2023	$1,520,817	$2,349,316	$8,342,709	$-828,499
2022	$2,859,902	$2,484,379	$9,445,169	$375,523
2021	$2,918,226	$2,423,673	$8,938,477	$494,553
2020	$1,461,413	$2,942,033	$8,313,500	$-1,480,620
2019	$4,136,060	$3,911,860	$10,107,635	$224,200
2018	$5,462,803	$4,161,592	$9,860,374	$1,301,211

University of Santa Monica