UNIVERSITY OF THE SOUTH

EIN: 620475697 501(c)(3) Education

Sewanee, TN

Total Revenue
$246,056,453
Total Expenses
$193,784,099
Total Assets
$882,375,531
Net Assets
$785,058,914
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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
1858
Legal Domicile
TN
Principal Officer
Robert W Pearigen
Phone
9315981349
Tax Period
2024-07-01 to 2025-06-30

UNIVERSITY OF THE SOUTH, founded in 1858, is a major nonprofit in the Education sector that reported $246.1M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $52.3M, a strong 21% operating margin.

Mission

An Episcopal University composed of the College of Arts and Sciences and the School of Theology.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $20,350,750
Program Service Revenue $146,660,742
Investment Income $59,783,321
Other Revenue $19,261,640
TOTAL REVENUE $246,056,453

Expense Breakdown

Grants Paid $59,408,449
Salaries & Benefits $76,696,780
Fundraising Expenses $2,925,401
Program Expenses $170,454,393
Other Expenses $57,678,870
TOTAL EXPENSES $193,784,099

Year-over-Year Comparison

2024 2023 Change
Revenue $246,056,453 $192,791,920 +0.3%
Expenses $193,784,099 $187,391,900 +0.0%
Net Income $52,272,354 $5,400,020 +8.7%
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

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Governance

Voting Members
171
Independent Members
166
Employees
2150
Volunteers
1000

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
5
$1,590,405
Total Directors
171
$486,035
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Robert Pearigen Vice Chancellor/President 40
Officer
$557,102 $71,335 $628,437
Nancy Berner Former Vice Chancellor/President 40
$301,686 $51,047 $352,733
Earl Williams Treasurer thru June 30, 2025 40
Officer
$266,303 $35,113 $301,416
Scott Wilson Provost 40
Officer
$262,636 $35,439 $298,075
Deborah Vaughn Former VP University Relations 40
Highest
$252,321 $33,112 $285,433
Marquitte Starkey General Counsel 40
Officer
$210,597 $27,099 $237,696
David Shipps VP Econ Dev 20
Highest
$192,777 $43,587 $236,364
Sibby Anderson Thompkins Vice President for Community Building and Connections 40
Highest
$199,957 $26,576 $226,533
Alyssa Summers Assoc Professor 40
Highest
$201,612 $20,991 $222,603
Betsy Sandlin Former Dean of the College 40
Highest
$191,056 $26,153 $217,209
Robert Bachman Board Member 2
Director
$151,635 $17,759 $169,394
Jay Fisher Secretary 40
Officer
$123,262 $1,519 $124,781
Mishoe Brennecke Board Member 40
Director
$106,804 $15,016 $121,820
Brent Tate Board Member 40
Director
$101,289 $15,721 $117,010
Steve Dear Board Member 2
Director
$34,010 $5,090 $39,100
Julie Gatta Board Member 2
Director
$34,586 $4,125 $38,711
Abby Cole Board Member 2
Director
$0 $0 $0
Adam Dawkins Board Member 2
Director
$0 $0 $0
Andrew Carter Board Member 2
Director
$0 $0 $0
Andrew Crone Board Member 2
Director
$0 $0 $0
Andrew Moreman Board Member 2
Director
$0 $0 $0
Angela Maria Cortinas Board Member 2
Director
$0 $0 $0
Anna Graham Board Member 2
Director
$0 $0 $0
Ashley Cusack Board Member 2
Director
$0 $0 $0
Ashley Simpson Board Member 2
Director
$0 $0 $0
Asitha Sandanayake Board Member 2
Director
$0 $0 $0
B J Shelton Board Member 2
Director
$0 $0 $0
Betsy Cox Board Member 2
Director
$0 $0 $0
Brian Jackson Board Member 2
Director
$0 $0 $0
Brian L Cole Board Member 2
Director
$0 $0 $0
C Andrew Doyle Board Member 2
Director
$0 $0 $0
Doris Westfall Board Member 2
Director
$0 $0 $0
Walter Brownridge Board Member 2
Director
$0 $0 $0
Carlton White Board Member 2
Director
$0 $0 $0
Carmen Germino Board Member 2
Director
$0 $0 $0
Chris Sturgeon Board Member 2
Director
$0 $0 $0
Cindy Phelps Streit Board Member 2
Director
$0 $0 $0
Dalton Lyon Board Member 2
Director
$0 $0 $0
Daniel Manuel Board Member 2
Director
$0 $0 $0
Daniel P Richards Board Member 2
Director
$0 $0 $0
David Bale Board Member 2
Director
$0 $0 $0
David Boyd Board Member 2
Director
$0 $0 $0
David G Read Board Member 2
Director
$0 $0 $0
David M Goldberg Board Member 2
Director
$0 $0 $0
Debra Wilson Board Member 2
Director
$0 $0 $0
Deon Johnson Board Member 2
Director
$0 $0 $0
Donna S Mote Board Member 2
Director
$0 $0 $0
Dorothy Sanders Wells Board Member 2
Director
$0 $0 $0
Douglas Scharf Board Member 2
Director
$0 $0 $0
Drew Broach Board Member 2
Director
$0 $0 $0
Ed Miller Board Member 2
Director
$0 $0 $0
Eliza Epps Williams Board Member 2
Director
$0 $0 $0
Eric Stevenson Board Member 2
Director
$0 $0 $0
Fay Fitzsimons Walker Board Member 2
Director
$0 $0 $0
Felysha Jenkins Board Member 2
Director
$0 $0 $0
Frank Sullivan Logue Board Member 2
Director
$0 $0 $0
George G Clarke Jr Board Member 2
Director
$0 $0 $0
George Harrison Board Member 2
Director
$0 $0 $0
Glenda S Curry Board Member 2
Director
$0 $0 $0
Gregory Hearing Board Member 2
Director
$0 $0 $0
Harriet Cousins Board Member 2
Director
$0 $0 $0
Harris Powers Board Member 2
Director
$0 $0 $0
Harry Groce Board Member 2
Director
$0 $0 $0
Hilary Jarvis Board Member 2
Director
$0 $0 $0
J Russell Kendrick Board Member 2
Director
$0 $0 $0
J Scott Mayer Board Member 2
Director
$0 $0 $0
Jack Lauless Board Member 2
Director
$0 $0 $0
Jacob W Owensby Board Member 2
Director
$0 $0 $0
Jean McDowell Martin Board Member 2
Director
$0 $0 $0
Jeff Runge Board Member 2
Director
$0 $0 $0
Jeff W Fisher Board Member 2
Director
$0 $0 $0
Jeffery L Patenaude Board Member 2
Director
$0 $0 $0
Jennifer Brooke-Davidson Board Member 2
Director
$0 $0 $0
Jennifer Staats Board Member 2
Director
$0 $0 $0
John Bauerschmidt Board Member 2
Director
$0 $0 $0
John T W Harmon Board Member 2
Director
$0 $0 $0
Johnson Jeffers Board Member 2
Director
$0 $0 $0
Jose A McLoughlin Board Member 2
Director
$0 $0 $0
Joseph B Mays Jr Board Member 2
Director
$0 $0 $0
Justin S Holcomb Board Member 2
Director
$0 $0 $0
Kirby L Colson Board Member 2
Director
$0 $0 $0
Kristine Laudadio Devine Board Member 2
Director
$0 $0 $0
Kym Lucas Board Member 2
Director
$0 $0 $0
Laura Marshall Board Member 2
Director
$0 $0 $0
Leah Braswell Board Member 2
Director
$0 $0 $0
Leslie Newman Board Member 2
Director
$0 $0 $0
Lisa McIndoo Board Member 2
Director
$0 $0 $0
Marian Keator Board Member 2
Director
$0 $0 $0
Mark Van Koevering Board Member 2
Director
$0 $0 $0
Marti Dalby Board Member 2
Director
$0 $0 $0
Matthew Farr Board Member 2
Director
$0 $0 $0
Matthew Hunter Board Member 2
Director
$0 $0 $0
Max Angerholzer Board Member 2
Director
$0 $0 $0
Michael Bordelon Board Member 2
Director
$0 $0 $0
Michael Hoffman Board Member 2
Director
$0 $0 $0
Molly Dougall Rasmussen Board Member 2
Director
$0 $0 $0
Molly Holdeman Board Member 2
Director
$0 $0 $0
Nancy Turner Jones Board Member 2
Director
$0 $0 $0
Nancy Ward Board Member 2
Director
$0 $0 $0
Neil Raman Board Member 2
Director
$0 $0 $0
Nick Funk Board Member 2
Director
$0 $0 $0
Pamela Jordan Anderson Board Member 2
Director
$0 $0 $0
Paul Talbot Board Member 2
Director
$0 $0 $0
Perrin Dargan Board Member 2
Director
$0 $0 $0
Peter Eaton Board Member 2
Director
$0 $0 $0
Phoebe A Roaf Board Member 2
Director
$0 $0 $0
Rob Skirving Board Member 2
Director
$0 $0 $0
Robert B Crow Board Member 2
Director
$0 $0 $0
Robert B Wood Board Member 2
Director
$0 $0 $0
Robert Beazley Board Member 2
Director
$0 $0 $0
Robert Fowler Board Member 2
Director
$0 $0 $0
Robert Husted Board Member 2
Director
$0 $0 $0
Robert L Brown Board Member 2
Director
$0 $0 $0
Robert Wright Board Member 2
Director
$0 $0 $0
Robin A Reed Board Member 2
Director
$0 $0 $0
Robin Rotman Board Member 2
Director
$0 $0 $0
Rusty McCown Board Member 2
Director
$0 $0 $0
Ruth M Woodliff-Stanley Board Member 2
Director
$0 $0 $0
Samuel Rodman Board Member 2
Director
$0 $0 $0
Sarah Johnson Board Member 2
Director
$0 $0 $0
Scott Bagley Board Member 2
Director
$0 $0 $0
Shannon Rogers Duckworth Board Member 2
Director
$0 $0 $0
Stephanie Miller Board Member 2
Director
$0 $0 $0
Stephen Spicer Board Member 2
Director
$0 $0 $0
Susan Griffith Board Member 2
Director
$0 $0 $0
Susan Haynes Board Member 2
Director
$0 $0 $0
Tammy Breitbarth Board Member 2
Director
$0 $0 $0
Tara Frankel Becker Board Member 2
Director
$0 $0 $0
Terry Allen White Board Member 2
Director
$0 $0 $0
Tom Purdy Board Member 2
Director
$0 $0 $0
Trey Reliford Board Member 2
Director
$0 $0 $0
Trippe Cheek Board Member 2
Director
$0 $0 $0
Vera Guarino Board Member 2
Director
$0 $0 $0
Whit Davis Board Member 2
Director
$0 $0 $0
William Stokes Board Member 2
Director
$0 $0 $0
Wm Andrew McLarty Board Member 2
Director
$0 $0 $0
Chalankis Brown Board Member 2
Director
$0 $0 $0
John Buckley Board Member 2
Director
$0 $0 $0
Patrick Comer Board Member 2
Director
$0 $0 $0
Julie Curd Board Member 2
Director
$0 $0 $0
Renia R Dotson Board Member 2
Director
$0 $0 $0
Rayid Ghani Board Member 2
Director
$0 $0 $0
Sandy Guitar Board Member 2
Director
$0 $0 $0
O B Grayson Hall Board Member 2
Director
$0 $0 $0
Elliott Harrigan Board Member 2
Director
$0 $0 $0
Marcel Lettre Board Member 2
Director
$0 $0 $0
Marguerite Lloyd Board Member 2
Director
$0 $0 $0
Gene B Manning Board Member 2
Director
$0 $0 $0
Nikki Mathis Board Member 2
Director
$0 $0 $0
Mary Claire Murphy Board Member 2
Director
$0 $0 $0
Katie Pearson Board Member 2
Director
$0 $0 $0
Neil L Pruitt Board Member 2
Director
$0 $0 $0
Don Rodgers Board Member 2
Director
$0 $0 $0
Kathryn Ryan Board Member 2
Director
$0 $0 $0
W A Stringer Board Member 2
Director
$0 $0 $0
Carol Titus Board Member 2
Director
$0 $0 $0
Frances L Webster Board Member 2
Director
$0 $0 $0
Charles L White Board Member 2
Director
$0 $0 $0
Allison Pace Board Member 2
Director
$0 $0 $0
Amanda Moran Board Member 2
Director
$0 $0 $0
Catherine Foster Board Member 2
Director
$0 $0 $0
Francis Ladd Board Member 2
Director
$0 $0 $0
Fred Rhodes Jr Board Member 2
Director
$0 $0 $0
George Sumner Board Member 2
Director
$0 $0 $0
George Williamson Board Member 2
Director
$0 $0 $0
Henry Setser Board Member 2
Director
$0 $0 $0
Jackson Byron Greene Board Member 2
Director
$0 $0 $0
James Folds Jr Board Member 2
Director
$0 $0 $0
Johanna Oliver Rousseaux Board Member 2
Director
$0 $0 $0
Lenore Adeiran Board Member 2
Director
$0 $0 $0
Lori Ranner Board Member 2
Director
$0 $0 $0
Michael Edge Board Member 2
Director
$0 $0 $0
Michael Goldsmith Board Member 2
Director
$0 $0 $0
Michael Reeves Board Member 2
Director
$0 $0 $0
Michael Smith Board Member 2
Director
$0 $0 $0
Paige Fisher Board Member 2
Director
$0 $0 $0
Raj Sivananthan Board Member 2
Director
$0 $0 $0
Richard Ammons Board Member 2
Director
$0 $0 $0
Ryan Currie Board Member 2
Director
$0 $0 $0
Sher Shar Mir Board Member 2
Director
$0 $0 $0
Val Crumpton Board Member 2
Director
$0 $0 $0
William Campbell Board Member 2
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
2025 $246,056,453 $193,784,099 $882,375,531 $52,272,354
2024 No data No data No data No data
2024 $192,791,920 $187,391,900 $851,048,467 $5,400,020
2023 $175,281,398 $172,751,190 $813,958,059 $2,530,208
2022 $87,938,479 $166,837,992 $787,587,757 $-78,899,513
2021 $255,900,013 $146,532,920 $873,880,393 $109,367,093
2021 $255,900,013 $146,532,920 $873,880,393 $109,367,093
2020 $160,821,030 $149,890,753 $763,236,262 $10,930,277
2019 $164,022,017 $145,738,106 $748,650,415 $18,283,911
2018 $165,347,553 $143,381,823 $711,275,600 $21,965,730
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