BELMONT ABBEY COLLEGE INC (EIN 560547498) - 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

1960

Legal Domicile

Principal Officer

JEFFREY W TALLEY

Phone

7044616814

Tax Period

2024-06-01 to 2025-05-31

BELMONT ABBEY COLLEGE INC, founded in 1960, is a mid-sized nonprofit in the Education sector that reported $63.7M in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $59.9M left a modest 6% surplus.

Mission

BELMONT ABBEY COLLEGE OFFERS BACCALAUREATE LEVEL EDUCATION IN HUMANITIES, NATURAL SCIENCES, SOCIAL SCIENCES, AND PROFESSIONAL STUDIES AND MASTERS LEVEL EDUCATION IN HEALTHCARE ADMINISTRATION, BUSINESS ADMINISTRATION, DATA ANALYTICS, LEADERSHIP, NURSING, CLASSICAL & LIBERAL EDUCATION AND COMMUNICATION.

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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 $20,091,986

Program Service Revenue $42,713,658

Investment Income $803,789

Other Revenue $86,368

TOTAL REVENUE $63,695,801

Expense Breakdown

Grants Paid $10,848,088

Salaries & Benefits $22,841,472

Fundraising Expenses $3,706,386

Program Expenses $45,610,469

Other Expenses $26,171,300

TOTAL EXPENSES $59,860,860

Year-over-Year Comparison

	2024	2023	Change
Revenue	$63,695,801	$78,937,014	-0.2%
Expenses	$59,860,860	$59,037,196	+0.0%
Net Income	$3,834,941	$19,899,818	-0.8%

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

621

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

$1,424,748

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MR CHARLES C CORNELIO	CHAIRMAN	5.00	Officer Director	$0	$0	$0
MR CHRIS PARKER	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
MR RICHARD HOEFLING	SECRETARY	5.00	Officer Director	$0	$0	$0
RT REV PLACID D SOLARI OSB	CHANCELLOR	3.00	Officer Director	$0	$0	$0
BROTHER TOBIAH ABBOT OSB	TRUSTEE	1.00	Director	$0	$0	$0
MR CLIFF BAUER	TRUSTEE	1.00	Director	$0	$0	$0
MRS MOLLY BECKERT	TRUSTEE	1.00	Director	$0	$0	$0
BISHOP JOSEPH COFFEY	TRUSTEE	1.00	Director	$0	$0	$0
REV ELIAS CORREA-TORRES	TRUSTEE	1.00	Director	$0	$0	$0
MR JAMES CRAWFORD III JD LLM MA	TRUSTEE	1.00	Director	$0	$0	$0
JUDGE JAMES DEVER III	TRUSTEE	1.00	Director	$0	$0	$0
MRS SARA EDEL	TRUSTEE	1.00	Director	$0	$0	$0
MRS HEATHER FINKE	TRUSTEE	1.00	Director	$0	$0	$0
MR CONOR GALLAGHER	TRUSTEE	1.00	Director	$0	$0	$0
MRS MARY ELLEN GUSTAINIS	TRUSTEE	1.00	Director	$0	$0	$0
MR THOMAS KELLY	TRUSTEE	1.00	Director	$0	$0	$0
FATHER CHRISTOPHER KIRCHGESSNER	TRUSTEE	1.00	Director	$0	$0	$0
MR TERENCE M MURPHY	TRUSTEE	1.00	Director	$0	$0	$0
FR JAMES RABER OSB	TRUSTEE	1.00	Director	$0	$0	$0
MR JOSE RODRIGUEZ	TRUSTEE	1.00	Director	$0	$0	$0
MRS MARY SUMMA	TRUSTEE	1.00	Director	$0	$0	$0
MRS MARY CATHERINE SURFACE	TRUSTEE	1.00	Director	$0	$0	$0
MR FRANK TROTTA	TRUSTEE	1.00	Director	$0	$0	$0
MR DAVID WOFFORD	TRUSTEE	1.00	Director	$0	$0	$0
MR PHILIP BRACH	VICE PRESIDENT OF COLLEGE RELATIONS	60.00	Officer	$246,172	$25,939	$272,111
DR JOSEPH WYSOCKI	PROVOST	60.00	Officer	$192,978	$23,583	$216,561
MR ALLAN MARK	EXECUTIVE VICE PRESIDENT	60.00	Officer	$241,112	$25,081	$266,193
MR STEPHEN MISS	VICE PRESIDENT AND ATHLETIC DIRECTOR	60.00	Officer	$202,849	$25,070	$227,919
DR WILLIAM THIERFELDER	PRESIDENT	60.00	Officer	$394,901	$47,063	$441,964
AUGUSTA GLADD	SENIOR VICE PRESIDENT STRATEGIC GIVING	50.00	Highest	$151,864	$14,277	$166,141
ANDREA TREMBATH	FORMER VICE PRESIDENT FINANCE AND ADMINISTRATION	50.00	Highest	$142,715	$16,042	$158,757
SAMANTHA DONOHUE	ASSOCIATE VICE PRESIDENT -COLLEGE RELATIONS	50.00	Highest	$138,350	$11,916	$150,266
CHERYL TROTTER	VICE PRESIDENT HR AND OPERATIONS	50.00	Highest	$178,757	$986	$179,743
EMMETT MCGROARTY	DIRECTOR OF THE BELMONT HOUSE	50.00	Highest	$150,399	$12,185	$162,584

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	$63,695,801	$59,860,860	$81,232,897	$3,834,941
2024	$78,937,014	$59,037,196	$74,020,353	$19,899,818
2023	$59,979,946	$54,875,951	$49,779,890	$5,103,995
2022	$47,661,973	$50,273,375	$38,798,634	$-2,611,402
2022	$47,661,973	$50,273,375	$38,798,634	$-2,611,402
2021	$47,130,303	$45,390,350	$40,527,101	$1,739,953
2020	$41,308,226	$40,114,286	$37,740,490	$1,193,940
2019	$39,505,964	$39,178,184	$36,598,376	$327,780
2018	$38,792,152	$36,852,583	$36,395,950	$1,939,569

BELMONT ABBEY COLLEGE INC