COKER UNIVERSITY (EIN 570324916) - 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

1908

Legal Domicile

Principal Officer

DAN BURYJ

Phone

8433838000

Tax Period

2023-07-01 to 2024-06-30

COKER UNIVERSITY, founded in 1908, is a mid-sized nonprofit in the Education sector that reported $29.4M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $32.5M exceeded revenue, resulting in a 10% operating deficit.

Mission

COKER UNIVERSITY IS A STUDENT-CENTERED, COMPREHENSIVE UNIVERSITY. IT IS DEDICATED TO PROVIDING EVERY STUDENT AN ACADEMIC CURRICULUM BASED UPON A UNIFORMLY EXCELLENT LIBERAL ARTS CORE THAT ENHANCES THE STRUCTURED DEVELOPMENT OF KEY PERSONAL SKILLS. THE UNIVERSITY'S GOAL IS TO GRADUATE STUDENTS WITH THE ABILITY TO THINK ANALYTICALLY AND CREATIVELY, AND TO WRITE AND SPEAK EFFECTIVELY.

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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 $9,702,299

Program Service Revenue $16,803,288

Investment Income $2,769,139

Other Revenue $146,537

TOTAL REVENUE $29,421,263

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,183,772

Fundraising Expenses $972,095

Program Expenses $22,719,023

Other Expenses $20,271,275

TOTAL EXPENSES $32,455,047

Year-over-Year Comparison

	2023	2022	Change
Revenue	$29,421,263	$26,258,443	+0.1%
Expenses	$32,455,047	$27,476,983	+0.2%
Net Income	$-3,033,784	$-1,218,540	+1.5%

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

455

Volunteers

119

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

$434,318

Total Directors

$297,605

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATALIE HARDER	PRESIDENT	37.50	Officer Director	$278,785	$18,820	$297,605
MARVIN ANTHONY KEENE	DEAN, SCHOOL OF BUSINESS	37.50	Highest	$155,133	$0	$155,133
LISA GRIFFIN	VICE PRESIDENT, ATHLETICS	37.50	Highest	$144,603	$7,990	$152,593
CAROLYN HART	DEAN, SCHOOL OF HEALTH SCI	37.50	Highest	$141,900	$1,300	$143,200
JESSICA NENO CLOUD	VICE PRESIDENT, ADVANCEMEN	37.50	Highest	$138,596	$14,302	$152,898
ANDREW BURKEMPER	DIRECTOR, CENTER FOR LEADE	37.50	Highest	$133,777	$7,780	$141,557
DAN BURYJ	VP ADMINISTRATION AND FINANCE	37.50	Officer	$123,261	$13,452	$136,713
JUSTIN TOWEY	CHAIR	2.00	Officer Director	$0	$0	$0
ROGER SCHRUM	VICE CHAIR	2.00	Officer Director	$0	$0	$0
LOU WARNER	SECOND VICE CHAIR	2.00	Officer Director	$0	$0	$0
JERRY CHEATHAM	TREASURER	2.00	Officer Director	$0	$0	$0
ELIZA INGLE	SECRETARY	2.00	Officer Director	$0	$0	$0
BILL LITTLE	TRUSTEE	2.00	Director	$0	$0	$0
CHARLES HUPFER	TRUSTEE	2.00	Director	$0	$0	$0
GAYLE BUCKHEISTER SAWYER	TRUSTEE	2.00	Director	$0	$0	$0
HOYT KELLEY	TRUSTEE	2.00	Director	$0	$0	$0
JANE NORWOOD	TRUSTEE	2.00	Director	$0	$0	$0
JOE RANDOLPH	TRUSTEE	2.00	Director	$0	$0	$0
JOHN FLORENCE	TRUSTEE	2.00	Director	$0	$0	$0
LARRY GANTT	TRUSTEE	2.00	Director	$0	$0	$0
LEWIS SHARP	TRUSTEE	2.00	Director	$0	$0	$0
PAMELA GILL FRANKLIN	TRUSTEE	2.00	Director	$0	$0	$0
SCOTT WILDS	TRUSTEE	2.00	Director	$0	$0	$0
TIM HALVERSON	TRUSTEE	2.00	Director	$0	$0	$0
CARRIE HALEY	TRUSTEE	2.00	Director	$0	$0	$0
ISABEL ELSON	TRUSTEE	2.00	Director	$0	$0	$0

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
2024	$29,421,263	$32,455,047	$77,979,219	$-3,033,784
2023	$26,258,443	$27,476,983	$78,680,980	$-1,218,540
2022	$28,046,498	$25,240,379	$75,721,528	$2,806,119
2021	$26,118,839	$25,919,028	$81,701,978	$199,811
2020	$28,782,887	$26,384,070	$75,540,905	$2,398,817
2019	$24,247,511	$24,812,853	$65,134,310	$-565,342

COKER UNIVERSITY