MARYMOUNT UNIVERSITY (EIN 540573801) - 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

1950

Legal Domicile

Principal Officer

IRMA BECERRA

Phone

7035266941

Tax Period

2023-07-01 to 2024-06-30

MARYMOUNT UNIVERSITY, founded in 1950, is a major nonprofit that reported $117.8M in total revenue in fiscal year 2017. Revenue surged 24286% from the prior year, signaling strong growth momentum.

Mission

DR. IRMA BECERRA-FERNANDEZ, PRESIDENT, RECEIVES THE USE OF A UNIVERSITY-OWNED PRIVATE DWELLING, INCLUDING CLEANING SERVICES, AS WELL AS A CAR, PURSUANT TO THE TERMS OF HER EMPLOYMENT CONTRACT. THIS BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $9,451,116

Program Service Revenue $110,350,074

Investment Income $1,814,034

Other Revenue $5,844,521

TOTAL REVENUE $127,459,745

Expense Breakdown

Grants Paid $31,369,353

Salaries & Benefits $49,637,116

Fundraising Expenses $1,616,908

Program Expenses $95,228,267

Other Expenses $53,649,520

TOTAL EXPENSES $134,655,989

Year-over-Year Comparison

	2023	2022	Change
Revenue	$127,459,745	$121,847,866	+0.0%
Expenses	$134,655,989	$131,934,319	+0.0%
Net Income	$-7,196,244	$-10,086,453	-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

1399

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

$2,036,597

Total Directors

$582,254

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR IRMA BECERRA-FERNANDEZ	PRESIDENT	40.00	Officer Director	$504,448	$77,806	$582,254
PETER CONVERSE	CHAIR	1.00	Director	$0	$0	$0
MARLEN MALEK	VICE CHAIR	1.00	Director	$0	$0	$0
CARMELITA TREACY	SECRETARY	1.00	Director	$0	$0	$0
STEVE CARUTHERS	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHLEEN CONNELL	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTINA CROWLEY RSHM	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID DACQUINO	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIA COAKLEY DAVID	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGELA DIAZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES DYKE	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL J HERSHMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES L JENNINGS	BOARD MEMBER	1.00	Director	$0	$0	$0
SAM KHASHMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEXANDRA KESSLER	BOARD MEMBER	1.00	Director	$0	$0	$0
YONG KIM	BOARD MEMBER	1.00	Director	$0	$0	$0
GREGORI LEBEDEV	BOARD MEMBER	1.00	Director	$0	$0	$0
CATHERINE PATTEN RSHM	BOARD MEMBER	1.00	Director	$0	$0	$0
LOLA C REINSCH	BOARD MEMBER	1.00	Director	$0	$0	$0
F KEVIN REYNOLDS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN D ROCKWOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSE R RODRIGUEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
MONICA SCHMUDE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN SHOOSHAN	BOARD MEMBER	1.00	Director	$0	$0	$0
COURTNEY SPAETH	BOARD MEMBER	1.00	Director	$0	$0	$0
J ANDREW STEELE	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICIA MILLER STEIS	BOARD MEMBER	1.00	Director	$0	$0	$0
THERESA THOMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIA TIMONEY RSHM	BOARD MEMBER	1.00	Director	$0	$0	$0
CLEVIE YOUNGBLOOD RSHM	BOARD MEMBER	1.00	Director	$0	$0	$0
DR EDWARD H BERSOFF	BOARD MEMBER UNTIL JULY 2023	1.00	Director	$0	$0	$0
JUSTINE DANDREA POPE	BOARD MEMBER UNTIL JULY 2023	1.00	Director	$0	$0	$0
JENNIFER W SICILIANO	BOARD MEMBER UNTIL JULY 2023	1.00	Director	$0	$0	$0
DR HESHAM EL-REWINI	PROVOST AND SENIOR VICE PRESIDENT	40.00	Officer	$317,445	$38,077	$355,522
BARRY HARTE	VICE PRESIDENT AND TREASURER	40.00	Officer	$295,643	$37,221	$332,864
DENNIS SLON	VP OF ADVANCEMENT	40.00	Officer	$286,068	$32,314	$318,382
JILL MCCABE	VP OF ATHLETICS AND STUDENT LIFE	40.00	Officer	$146,320	$24,690	$171,010
JUSTIN A PERILLO	UNIVERSITY GENERAL COUNSEL	40.00	Officer	$251,230	$25,335	$276,565
JONATHAN M ABERMAN	DEAN	40.00	Highest	$187,217	$20,290	$207,507
CARL WHITMAN	VP AND CIO	40.00	Highest	$198,434	$15,352	$213,786
COLLEEN RYAN	DIRECTOR, ADMIN INFORMATION SERVICES	40.00	Highest	$178,158	$20,115	$198,273
DR RITA A WONG	SENIOR RESEARCH CONSULTANT	40.00	Highest	$192,280	$15,744	$208,024
EVAN E LIPP	VP OF ENROLLMENT MANAGEMENT	40.00	Highest	$219,925	$23,977	$243,902

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	No data	No data	No data	No data
2024	$127,459,745	$134,655,989	$258,014,016	$-7,196,244
2023	$121,847,866	$131,934,319	$257,604,589	$-10,086,453
2023	$121,847,866	$131,934,319	$257,604,589	$-10,086,453
2022	$125,244,917	$127,177,671	$259,324,129	$-1,932,754
2021	$118,614,940	$113,589,180	$272,414,108	$5,025,760
2020	$119,338,941	$117,745,717	$263,640,708	$1,593,224
2020	$119,338,941	$117,745,717	$263,640,708	$1,593,224
2019	$113,814,342	$127,999,474	$270,985,118	$-14,185,132
2018	$117,803,453	$114,785,529	$286,319,557	$3,017,924

MARYMOUNT UNIVERSITY