THE UNIVERSITY OF CHARLESTON INC (EIN 550357039) - 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

1948

Legal Domicile

Principal Officer

DR MARTIN S ROTH

Phone

3043574736

Tax Period

2022-07-01 to 2023-06-30

THE UNIVERSITY OF CHARLESTON INC, founded in 1948, is a mid-sized nonprofit in the Education sector that reported $77.2M in total revenue in fiscal year 2022. Expenses of $70.9M left a modest 8% surplus.

Mission

EDUCATE EACH STUDENT FOR A LIFE OF PRODUCTIVE WORK, ENLIGHTENED LIVING AND COMMUNITY INVOLVEMENT.

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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 (2022)

Revenue Breakdown

Contributions & Grants $16,508,056

Program Service Revenue $55,517,974

Investment Income $3,761,396

Other Revenue $1,363,140

TOTAL REVENUE $77,150,566

Expense Breakdown

Grants Paid $19,044,688

Salaries & Benefits $26,995,260

Fundraising Expenses $607,300

Program Expenses $63,017,540

Other Expenses $24,902,303

TOTAL EXPENSES $70,942,251

Year-over-Year Comparison

	2022	2021	Change
Revenue	$77,150,566	$80,269,792	0.0%
Expenses	$70,942,251	$73,805,163	0.0%
Net Income	$6,208,315	$6,464,629	0.0%

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

838

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

$720,840

Total Directors

Key Employees

$199,589

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC HICKS	TRUSTEE	1.00	Director	$0	$0	$0
BEN BEAKES	TRUSTEE	1.00	Director	$0	$0	$0
NANCY BRUNS	TRUSTEE	1.00	Director	$0	$0	$0
PHILIP MORABITO	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK O'MALLEY	TRUSTEE	1.00	Director	$0	$0	$0
JOHN BARRETT	TRUSTEE	1.00	Director	$0	$0	$0
JENNIE FERRETTI	SECRETARY	1.00	Officer Director	$0	$0	$0
MAGDALENA COOK	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERLY DICKERSON	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK GRANEY	CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL CARY	TRUSTEE	1.00	Director	$0	$0	$0
DAVID GALLAGHER	TRUSTEE	1.00	Director	$0	$0	$0
PAUL WHITE	TRUSTEE	1.00	Director	$0	$0	$0
GREG BURTON	TRUSTEE	1.00	Director	$0	$0	$0
LISA PACK	TRUSTEE	1.00	Director	$0	$0	$0
STEVE WEHRLE	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH WALKER	TRUSTEE	1.00	Director	$0	$0	$0
JOSH PRAY	TRUSTEE	1.00	Director	$0	$0	$0
DAVE RAMSEY	TRUSTEE	1.00	Director	$0	$0	$0
MARION JONES	TRUSTEE	1.00	Director	$0	$0	$0
BERNARD LAYNE	TRUSTEE	1.00	Director	$0	$0	$0
DEAN CORDLE	TRUSTEE	1.00	Director	$0	$0	$0
CLETA HARLESS	EXECUTIVE VP & CFO	40.00	Officer	$150,119	$18,119	$168,238
MARTIN ROTH	PRESIDENT,TRUSTEE EX-OFFIC	40.00	Officer	$357,644	$26,998	$384,642
KIM SPIEZIO	EXECUTIVE VP & PROVOST	40.00	Officer	$149,992	$17,968	$167,960
KRISTY LUCAS	DEAN OF SCHOOL OF PHARMACY	40.00	Key Emp	$184,572	$15,017	$199,589
MINDY SMITH-AMBURGEY	DEAN OF THE SCHOOL OF HEALTH SCIENCES	40.00	Highest	$127,534	$8,199	$135,733
M D OMAR KHAN	PROF. OF PHARMACY	40.00	Highest	$137,913	$8,201	$146,114
D BELLAMY	DEAN OF THE SCHOOL OF BUSINESS	40.00	Highest	$128,678	$16,059	$144,737
BETTY BEIMEL	PROGRAM DIRECTOR NURSE PRACT.	40.00	Highest	$128,664	$7,500	$136,164
ELIZABETH WOLFE	EXECUTIVE VP OF ENROLLMENT MANAGEMENT	40.00	Highest	$126,846	$12,288	$139,134

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	No data	No data	No data	No data
2023	$77,150,566	$70,942,251	$165,208,048	$6,208,315
2022	$80,269,792	$73,805,163	$159,209,306	$6,464,629
2021	$66,493,632	$64,995,865	$165,466,364	$1,497,767
2020	$63,621,611	$65,830,277	$153,751,925	$-2,208,666
2019	$75,086,374	$64,105,737	$152,199,844	$10,980,637
2018	$66,299,286	$64,318,520	$143,512,427	$1,980,766

THE UNIVERSITY OF CHARLESTON INC