METHODIST UNIVERSITY INC (EIN 560657294) - 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

1956

Legal Domicile

Phone

9106307000

Tax Period

2024-07-01 to 2025-06-30

METHODIST UNIVERSITY INC, founded in 1956, is a mid-sized nonprofit in the Education sector that reported $91.3M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $82.5M left a modest 10% surplus.

Mission

UNDERGRADUATE AND GRADUATE EDUCATION

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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 $9,992,946

Program Service Revenue $73,687,295

Investment Income $4,003,713

Other Revenue $3,614,074

TOTAL REVENUE $91,298,028

Expense Breakdown

Grants Paid $27,879,285

Salaries & Benefits $33,709,505

Fundraising Expenses $868,519

Program Expenses $72,986,715

Other Expenses $20,875,608

TOTAL EXPENSES $82,464,398

Year-over-Year Comparison

	2024	2023	Change
Revenue	$91,298,028	$81,614,782	+0.1%
Expenses	$82,464,398	$77,269,429	+0.1%
Net Income	$8,833,630	$4,345,353	+1.0%

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

1111

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

$2,012,941

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR RAKESH GUPTA	CHAIR OF THE BOARD	1.0	Officer Director	$0	$0	$0
MR TIMOTHY S RICHARDSON	VICE-CHAIR OF THE BOARD	1.0	Officer Director	$0	$0	$0
MRS JENNIFER CLEVELAND ELAM	SECRETARY OF THE BOARD	1.0	Officer Director	$0	$0	$0
THE HONORABLE JOHN W BROWN	TREASURER OF THE BOARD	1.0	Officer Director	$0	$0	$0
DR MARY LYNN BRYAN	TRUSTEE	1.0	Director	$0	$0	$0
DR WILLIAM SCHAEFER	TRUSTEE	1.0	Director	$0	$0	$0
MR ANDREW SHUCK	TRUSTEE	1.0	Director	$0	$0	$0
MR CHARLES B HOLMES	TRUSTEE	1.0	Director	$0	$0	$0
MR D KEITH ALLISON	TRUSTEE	1.0	Director	$0	$0	$0
MR EARL D LEAKE	TRUSTEE	1.0	Director	$0	$0	$0
MR ELTON STANLEY	TRUSTEE	1.0	Director	$0	$0	$0
MR IRA M STEINGOLD ESQ	TRUSTEE	1.0	Director	$0	$0	$0
MR J DANIEL HIGHSMITH SR	TRUSTEE	1.0	Director	$0	$0	$0
MR JOHN MAC HEALY	TRUSTEE	1.0	Director	$0	$0	$0
MR JOHN W JAY WYATT III	TRUSTEE	1.0	Director	$0	$0	$0
MR PETER M BROOME	TRUSTEE	1.0	Director	$0	$0	$0
MR ROBERT HINES	TRUSTEE	1.0	Director	$0	$0	$0
MR SCOTT W WEATHINGTON	TRUSTEE	1.0	Director	$0	$0	$0
MR WALSON METZGER	TRUSTEE	1.0	Director	$0	$0	$0
MR WILLIAM R WEST SR	TRUSTEE	1.0	Director	$0	$0	$0
MRS JO BETH JOHNSON	TRUSTEE	1.0	Director	$0	$0	$0
MS MARGARET HIGHSMITH DICKSON	TRUSTEE	1.0	Director	$0	$0	$0
REV GILLIAM P GIL WISE	TRUSTEE	1.0	Director	$0	$0	$0
DAVID R EAVENSON	VP FOR ATHLETICS	40.0	Officer	$103,430	$4,947	$108,377
DAWN F AUSBORN	CHIEF FINANCIAL OFFICER	40.0	Officer	$175,516	$14,113	$189,629
JASON GREENE	CHIEF INFORMATION OFFICER	40.0	Officer	$205,001	$18,291	$223,292
KELLI W TAYLOR	VP MISSION INTEGRATION	40.0	Officer	$109,842	$17,461	$127,303
RICHARD G SWANSON	VP INST ADVANCEMENT	40.0	Officer	$211,679	$16,421	$228,100
RICKY D LOWE	VP ENROLLMENT SERVICES	40.0	Officer	$147,246	$5,375	$152,621
SHEILA C KINSEY	VP PLAN&ADMIN / CHIEF OF STAFF	40.0	Officer	$161,990	$31,720	$193,710
STANLEY WEARDEN	PRESIDENT	40.0	Officer	$372,544	$16,477	$389,021
SUZANNE B MALLEY	PROVOST	40.0	Officer	$250,264	$13,099	$263,363
WILLIAM H WALKER	VP STUDENT AFFAIRS	40.0	Officer	$124,855	$12,670	$137,525
APRIL MARTIN	DIR OF PA STUDIES & ASST PROF	40.0	Highest	$150,523	$12,219	$162,742
JERLINDA ROSS	CHAIR & ASSOC PROF HEALTH SYSTEM SCIENCE	40.0	Highest	$140,789	$5,036	$145,825
MEREDITH P GRONSKI	DEAN COLLEGE HEALTH & HUMAN SCIENCES	40.0	Highest	$140,955	$15,609	$156,564
RICHARD S LEE IV	CHIEF FACILITIES OFFICER	40.0	Highest	$135,128	$10,407	$145,535
TAT W CHAN	DEAN COLLEGE BUSINESS	40.0	Highest	$141,716	$4,228	$145,944

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	$91,298,028	$82,464,398	$151,459,933	$8,833,630
2024	$81,614,782	$77,269,429	$143,475,342	$4,345,353
2023	$76,476,345	$74,154,899	$135,441,683	$2,321,446
2022	$89,510,877	$74,554,407	$132,260,615	$14,956,470
2021	$79,665,976	$68,831,273	$124,289,465	$10,834,703
2020	$72,153,689	$73,608,027	$118,191,841	$-1,454,338
2019	$73,255,907	$73,763,434	$113,789,466	$-507,527

METHODIST UNIVERSITY INC