PFEIFFER UNIVERSITY (EIN 560529990) - 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

1938

Legal Domicile

Principal Officer

DR SCOTT W BULLARD

Phone

7044631360

Tax Period

2023-07-01 to 2024-06-30

PFEIFFER UNIVERSITY, founded in 1938, is a mid-sized nonprofit in the Education sector that reported $37.6M in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $43.0M exceeded revenue, resulting in a 14% operating deficit.

Mission

PFEIFFER UNIVERSITY DELIVERS A TRANSFORMATIONAL, PERSONALIZED EDUCATION WHEREIN STUDENTS ARE SHAPED BY A GIFTED, DIVERSE, AND COMMITTED COMMUNITY OF MENTORS. GRADUATES ARE PREPARED TO LEAD, HAVE THE DISPOSITION TO SERVE, AND POSSESS THE WISDOM AND SKILLS TO FACILITATE HEALTH AND PROSPERITY THROUGHOUT THE REGION AND THE WORLD.

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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 $5,743,063

Program Service Revenue $31,041,917

Investment Income $760,009

Other Revenue $103,995

TOTAL REVENUE $37,648,984

Expense Breakdown

Grants Paid $13,255,281

Salaries & Benefits $13,302,123

Fundraising Expenses $1,285,864

Program Expenses $37,615,495

Other Expenses $16,417,563

TOTAL EXPENSES $42,974,967

Year-over-Year Comparison

	2023	2022	Change
Revenue	$37,648,984	$44,103,969	-0.1%
Expenses	$42,974,967	$43,353,660	0.0%
Net Income	$-5,325,983	$750,309	-8.1%

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

282

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

$1,042,698

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MRS JANE CRISCO	SECRETARY	1.00	Officer Director	$0	$0	$0
MR ROGER DICK	CHAIR	1.00	Officer Director	$0	$0	$0
MR JOHN FLETCHER III	TRUSTEE	1.00	Director	$0	$0	$0
MS DEBORAH FRECH	TRUSTEE	1.00	Director	$0	$0	$0
DR MATTHEW KERLIN	TRUSTEE	1.00	Director	$0	$0	$0
MR BLAKE MARTIN	TRUSTEE	1.00	Director	$0	$0	$0
MR BENNY MERRELL	TREASURER	1.00	Officer Director	$0	$0	$0
MR DAVID MILLER	TRUSTEE	1.00	Director	$0	$0	$0
MR MATTHEW MOELLER	TRUSTEE	1.00	Director	$0	$0	$0
MR T RANN PAYNTER	TRUSTEE	1.00	Director	$0	$0	$0
MR RUSSELL RING	TRUSTEE	1.00	Director	$0	$0	$0
MR MARSHALL ROGERS	PAST CHAIR	1.00	Director	$0	$0	$0
MR JOSEPH SCHORTZ	TRUSTEE	1.00	Director	$0	$0	$0
MRS AMY SHELTON	TRUSTEE	1.00	Director	$0	$0	$0
MRS NATASHA SUBER	TRUSTEE	1.00	Director	$0	$0	$0
MRS BONNIE SUTHER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
THE REV DR TERRY SWICEGOOD	TRUSTEE	1.00	Director	$0	$0	$0
MR RICK THAMES	TRUSTEE	1.00	Director	$0	$0	$0
MR DAVID BELL	EX-OFFICIO	1.00	Director	$0	$0	$0
BISHOP KENNETH CARTER JR	EX-OFFICIO	1.00	Director	$0	$0	$0
MS BETH CRISSMAN	EX-OFFICIO	1.00	Director	$0	$0	$0
MRS DELLA RAINES	EX-OFFICIO	1.00	Director	$0	$0	$0
MS BESS REDMOND	EX-OFFICIO	1.00	Director	$0	$0	$0
DR DAVID CARTRETTE	EX-OFFICIO	1.00	Director	$0	$0	$0
MS JOANIE STROHM	EX-OFFICIO	1.00	Director	$0	$0	$0
EMILY CARELLA	VP FOR ENROLLMENT MANAGEMENT	40.00	Officer	$114,509	$17,092	$131,601
JEFFERY CHILDRESS	VP OF ATHLETICS AND EXTERNAL RELATIONS	40.00	Officer	$113,134	$20,460	$133,594
JOELLEN NEWSOME	VP OF INSTITUTIONAL ADVANCEMENT	40.00	Officer	$110,088	$18,733	$128,821
DANIEL MYNATT	PROVOST AND VP FOR ACADEMIC AFFAIRS	40.00	Officer	$153,834	$38,210	$192,044
SCOTT BULLARD	PRESIDENT	40.00	Officer	$273,360	$13,765	$287,125
ROBIN LESLIE	SENIOR VP OF FNANCE AND CFO	40.00	Officer	$153,834	$15,679	$169,513
SCOTT FISHER	PA DIRECTOR AND ASSOC PROFESSOR OF PA	40.00	Highest	$152,802	$2,079	$154,881
CHRISTOPHER BOE	PROF OF ELEMENTARY EDUC & DEAN OF GRADUATE SCHOOL	40.00	Highest	$130,071	$17,399	$147,470
EDWARD RANZENBACH	PRINCIPAL FACULTY OF PA STUDIES & DIRECTOR OF CLIN	40.00	Highest	$113,249	$20,067	$133,316
SUSAN LUCK	PROF OF BUSINESS ADMINISTRATION	40.00	Highest	$115,210	$30,213	$145,423
FLORA MELVIN	PROFESSOR OF HEALTH ADMINISTRATION	40.00	Highest	$106,705	$5,934	$112,639

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	$37,648,984	$42,974,967	$64,091,562	$-5,325,983
2023	$44,103,969	$43,353,660	$72,007,748	$750,309
2022	$45,135,710	$44,165,553	$68,452,369	$970,157
2021	$47,444,626	$44,272,627	$68,125,278	$3,171,999
2020	$47,817,535	$41,013,535	$68,487,600	$6,804,000
2019	$41,053,285	$43,584,180	$61,698,644	$-2,530,895
2018	$37,524,189	$40,737,886	$38,449,569	$-3,213,697

PFEIFFER UNIVERSITY