MOUNT SAINT MARY'S UNIVERSITY INC (EIN 520591672) - 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

1808

Legal Domicile

Principal Officer

GERARD J JOYCE

Phone

3014476122

Tax Period

2024-07-01 to 2025-06-30

MOUNT SAINT MARY'S UNIVERSITY INC, founded in 1808, is a major nonprofit in the Education sector that reported $143.3M in total revenue in fiscal year 2024.

Mission

MOUNT ST. MARY'S UNIVERSITY, THE SECOND OLDEST CATHOLIC UNIVERSITY IN THE U.S., (SEE SCHEDULE O), OFFERS MORE THAN 60 ACADEMIC MAJORS, MINORS, AND CONCENTRATIONS. GRADUATE PROGRAMS IN BUSINESS, EDUCATION, PHILOSOPHY, THEOLOGY AND DIVINITY ARE ALSO OFFERED ALONG WITH ACCELERATED UNDERGRADUATE PROGRAMS IN BUSINESS AND CRIMINAL JUSTICE. STUDENTS PARTICIPATE IN MORE THAN 70 CLUBS AND HONOR SOCIETIES. STUDENTS ALSO TAKE ADVANTAGE OF THE COMMUNITY SERVICE AND OUTDOOR ADVENTURE PROGRAMS THAT ARE OFFERED BOTH LOCALLY AND ABROAD. IN ADDITION, THE UNIVERSITY HAS 24 VARSITY SPORTS AT THE NCAA DIVISION 1 LEVEL.

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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 $22,227,042

Program Service Revenue $110,666,350

Investment Income $10,373,024

Other Revenue $28,050

TOTAL REVENUE $143,294,466

Expense Breakdown

Grants Paid $54,856,991

Salaries & Benefits $46,092,474

Fundraising Expenses $2,135,765

Program Expenses $129,767,571

Other Expenses $42,712,277

TOTAL EXPENSES $143,661,742

Year-over-Year Comparison

	2024	2023	Change
Revenue	$143,294,466	$141,461,648	+0.0%
Expenses	$143,661,742	$136,969,785	+0.0%
Net Income	$-367,276	$4,491,863	-1.1%

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

1435

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

$2,500,430

Total Directors

Key Employees

$431,131

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD P MILLER	CHAIR OF THE BOARD	15.00	Officer Director	$0	$0	$0
PAUL J CHEW	VICE CHAIR OF THE BOARD	10.00	Officer Director	$0	$0	$0
DAVID M DILUIGI	TREASURER	10.00	Officer Director	$0	$0	$0
HOUEIDA SAAD	SECRETARY	10.00	Officer Director	$0	$0	$0
KOKI ADASI	TRUSTEE	5.00	Director	$0	$0	$0
THOMAS BECK	TRUSTEE	5.00	Director	$0	$0	$0
FRANCIS BOLTE	TRUSTEE	5.00	Director	$0	$0	$0
DEVEDA COLEY	TRUSTEE	5.00	Director	$0	$0	$0
MEREDITH CORDISCO	TRUSTEE	5.00	Director	$0	$0	$0
S ELLEN DAUWER	TRUSTEE	5.00	Director	$0	$0	$0
ROBERT DEEGAN	TRUSTEE	5.00	Director	$0	$0	$0
RAPHAEL DELLA RATTA	TRUSTEE	5.00	Director	$0	$0	$0
SR MELANIE DI PIETRO	TRUSTEE	5.00	Director	$0	$0	$0
JOSEPH DOWD	TRUSTEE	5.00	Director	$0	$0	$0
JASON EPPS	TRUSTEE	5.00	Director	$0	$0	$0
RICHARD FOLIO	TRUSTEE	5.00	Director	$0	$0	$0
BISHOP JUAN ESPOSITO	TRUSTEE	5.00	Director	$0	$0	$0
PATRICK GOLES	TRUSTEE	5.00	Director	$0	$0	$0
THOMAS HARRINGTON	TRUSTEE	5.00	Director	$0	$0	$0
ANTHONY HAYDEN	TRUSTEE	5.00	Director	$0	$0	$0
MSGR RICK HILGARTNER	TRUSTEE	5.00	Director	$0	$0	$0
SUZANNE HUESTON	TRUSTEE	5.00	Director	$0	$0	$0
SUSAN JANOWIAK	TRUSTEE	5.00	Director	$0	$0	$0
PRISCILLA LOCKE	TRUSTEE	5.00	Director	$0	$0	$0
ARCHBISHOP WILLIAM LORI	TRUSTEE	5.00	Director	$0	$0	$0
AISLING MACRUNNELS	TRUSTEE	5.00	Director	$0	$0	$0
TAMIKA TREMAGLIO	TRUSTEE	5.00	Director	$0	$0	$0
NADJA WEST	TRUSTEE	5.00	Director	$0	$0	$0
GERARD J JOYCE	PRESIDENT	50.00	Officer	$229,385	$55,539	$284,924
WILLIAM E DAVIES	VP, BUSINESS & FINANCE	50.00	Officer	$291,012	$56,143	$347,155
PATRICIA HILL-CALLAHAN	VP, ADVANCEMENT	50.00	Officer	$248,634	$50,283	$298,917
BOYD CREASMAN	VP, ACADEMIC AFFAIRS & PROVOST	50.00	Officer	$228,408	$32,209	$260,617
DR PAULA M WHETSEL-RIBEAU	VP, EQUITY AND SUCCESS	50.00	Officer	$226,085	$22,713	$248,798
JACK J CHIELLI	VP, COMM & ENROLL MGT (THRU 1/1/25)	50.00	Officer	$227,396	$52,751	$280,147
LAURA MCCULLOUGH	ASSISTANT VP, ADVANCEMENT	50.00	Officer	$164,208	$35,618	$199,826
ANDREW R BAKER	SEMINARY RECTOR (THRU 06/16/25)	50.00	Officer	$125,513	$17,231	$142,744
JOSHUA BONNER	ASSISTANT VP & CMO	50.00	Officer	$119,381	$13,485	$132,866
DAVID KING	ASSISTANT VP & CTO	50.00	Officer	$125,283	$7,809	$133,092
ELIZABETH C MONAHAN	VP, UNIVERSITY AFFAIRS	50.00	Officer	$116,789	$54,555	$171,344
CHRISTINE MCCAUSLIN	DEAN OF THE SCHOOL OF SCIENCE	50.00	Key Emp	$178,577	$17,624	$196,201
BRADLEY DAVIS	DIRECTOR OF ATHLETICS	50.00	Key Emp	$176,576	$58,354	$234,930
CORINNE FARNETI	DEAN, BOLTE SCHOOL OF BUSINESS	50.00	Highest	$171,016	$26,102	$197,118
DONALD S LIND	HEAD MEN'S BASKETBALL COACH	50.00	Highest	$205,410	$43,171	$248,581
KRISTIN HURLEY	CHIEF HUMAN RESOURCES OFFICER	50.00	Highest	$167,356	$10,569	$177,925
LOVE SECHREST	ASSOCIATE PROVOST, ACADEMIC AFFAIRS	50.00	Highest	$160,841	$25,699	$186,540
JENNIFER STRAIGER	ASSOC PROVOST, GRADUATE PROF & CONT EDU	50.00	Highest	$155,132	$9,705	$164,837
TIMOTHY TRAINOR	FORMER PRESIDENT	50.00		$336,779	$37,437	$374,216

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	$143,294,466	$143,661,742	$219,701,574	$-367,276
2024	$141,461,648	$136,969,785	$220,523,503	$4,491,863
2023	$135,677,119	$133,738,170	$210,873,237	$1,938,949
2022	$149,700,632	$132,867,404	$207,235,664	$16,833,228
2021	$126,243,509	$122,992,248	$202,133,149	$3,251,261
2020	$110,201,303	$111,198,346	$187,642,376	$-997,043
2019	$126,482,050	$113,296,377	$187,996,869	$13,185,673
2018	$114,797,448	$108,133,233	$174,421,896	$6,664,215

MOUNT SAINT MARY'S UNIVERSITY INC