UNIVERSITY OF LYNCHBURG (EIN 540505922) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1903

Legal Domicile

Principal Officer

Price Jett

Phone

4345448168

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF LYNCHBURG, founded in 1903, is a major nonprofit in the Education sector that reported $112.6M in total revenue in fiscal year 2017.

Mission

The University of Lynchburg, established in 1903, is a comprehensive private university in the foothills of Virginia's Blue Ridge Mountains. With over 120 undergraduate majors, minors, and certificate programs, 14 master's programs, and 5 doctoral programs, Lynchburg offers a personalized, life-changing educational experience. It is regularly recognized by U.S. News & World Report and The Princeton Review and stands out as one of 44 "Colleges that Change Lives." The mission of University of Lynchburg is to inspire independent thinkers, who become trustworthy, effective leaders that shape caring communities.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,272,250

Program Service Revenue $93,912,165

Investment Income $9,698,425

Other Revenue $12,322

TOTAL REVENUE $110,895,162

Expense Breakdown

Grants Paid $32,088,604

Salaries & Benefits $47,378,165

Fundraising Expenses $1,709,127

Program Expenses $95,631,515

Other Expenses $30,868,508

TOTAL EXPENSES $110,516,417

Year-over-Year Comparison

	2024	2023	Change
Revenue	$110,895,162	$108,466,703	+0.0%
Expenses	$110,516,417	$112,240,024	0.0%
Net Income	$378,745	$-3,773,321	-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

1680

Volunteers

N/A

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

$1,212,029

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alison Morrison-Shetlar	President of the University	40	Officer	$418,240	$81,590	$499,830
Jeremy Welsh	Vice President of Strategy & Professor of PA Medicine	40	Officer	$251,692	$34,434	$286,126
Jenna Rolfs	Dean	40	Highest	$179,072	$39,481	$218,553
Aaron Basko	Marketing & Communications	40	Highest	$160,012	$34,051	$194,063
Allison Jablonski	Professor - Biology	40	Highest	$147,388	$39,668	$187,056
Chrstine Cole	Director of UDAE	40	Highest	$169,647	$11,788	$181,435
Charles Walton	Dean Academic Affairs	40	Highest	$154,128	$22,754	$176,882
Kristen Cooper	VP Student Success	40	Officer	$137,771	$24,405	$162,176
Christopher L Burnley	VP for Business and Finance and Treasurer	40	Officer	$127,749	$28,848	$156,597
Terry Lanham	Interim VP for Finance & Operations	40	Officer	$72,994	$7,548	$80,542
Price Jett	VP for Finance & Operations/Treasurer	40	Officer	$18,858	$7,900	$26,758
Michael Allen	Trustee	2	Director	$0	$0	$0
Charles W Berry	Trustee	2	Director	$0	$0	$0
Melanie Biermann	Trustee	2	Director	$0	$0	$0
Christopher L Boyd	Trustee	2	Director	$0	$0	$0
Julie P Doyle	Trustee/Chair	2	Officer Director	$0	$0	$0
Darlene D Edwards	Trustee	2	Director	$0	$0	$0
Jamar Hawkins	Trustee	2	Director	$0	$0	$0
Robert Lemon Jr	Trustee	2	Director	$0	$0	$0
Nathaniel X Marshall	Trustee	2	Director	$0	$0	$0
David Rosser	Trustee	2	Director	$0	$0	$0
Verna R Sellers	Trustee	2	Director	$0	$0	$0
Gillian Stoettner	Trustee	2	Director	$0	$0	$0
Andrew J Tatom III	Trustee/First Vice Chair	2	Officer Director	$0	$0	$0
Treney L Tweedy	Trustee	2	Director	$0	$0	$0
James S White	Trustee	2	Director	$0	$0	$0
Robert Wilson-Black	Trustee	2	Director	$0	$0	$0
Stephen L Crank	Trustee	2	Director	$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
2025	$110,895,162	$110,516,417	$261,275,871	$378,745
2024	No data	No data	No data	No data
2023	$93,803,239	$104,677,626	$261,164,007	$-10,874,387
2022	$116,399,474	$107,792,950	$271,334,751	$8,606,524
2021	$128,441,433	$116,204,676	$282,672,888	$12,236,757
2020	$116,895,847	$116,911,231	$240,911,893	$-15,384
2019	$121,842,572	$115,534,314	$251,731,629	$6,308,258
2018	$112,636,501	$109,691,587	$240,072,140	$2,944,914

UNIVERSITY OF LYNCHBURG