UNIVERSITY OF HOLY CROSS (EIN 720642832) - 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

1916

Legal Domicile

Principal Officer

STANTON MCNEELY

Phone

5043947744

Tax Period

2023-07-01 to 2024-06-30

UNIVERSITY OF HOLY CROSS, founded in 1916, is a mid-sized nonprofit that reported $22.1M in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. Expenses of $25.4M exceeded revenue, resulting in a 15% operating deficit.

Mission

TO EDUCATE AND PROVIDE PUBLIC SERVICE TO ITS UNIVERSITY COMMUNITY.

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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 $1,107,387

Program Service Revenue $19,667,166

Investment Income $511,486

Other Revenue $775,868

TOTAL REVENUE $22,061,907

Expense Breakdown

Grants Paid $9,091,699

Salaries & Benefits $9,326,678

Fundraising Expenses $454,033

Program Expenses $19,220,338

Other Expenses $6,987,040

TOTAL EXPENSES $25,405,417

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,061,907	$23,307,852	-0.1%
Expenses	$25,405,417	$26,672,047	0.0%
Net Income	$-3,343,510	$-3,364,195	0.0%

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

238

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

$330,143

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRYAN W FITZPATRICK	TRUSTEE	0.50	Director	$0	$0	$0
CHRISTINE AUGUST GUILLORY	TRUSTEE	0.50	Director	$0	$0	$0
DR CALVIN MACKIE	TRUSTEE	0.50	Director	$0	$0	$0
DR KRISTINE H STRICKLAND	TRUSTEE	0.50	Director	$0	$0	$0
DR MARCO CLARK	TRUSTEE	0.50	Director	$0	$0	$0
DR MONROE LABORDE	TRUSTEE	0.50	Director	$0	$0	$0
DR RAENELL BILLIOT HOUSTON	TRUSTEE	0.50	Director	$0	$0	$0
DR TINA S HOLLAND	TRUSTEE	0.50	Director	$0	$0	$0
FR CHARLES BENOIT OSB	TRUSTEE	0.50	Director	$0	$0	$0
JERRY BOLOGNA CECD	VICE-CHAIR	0.50	Director	$0	$0	$0
MARIA PARDO HUETE	TRUSTEE	0.50	Director	$0	$0	$0
MARTHA CASTILLO	TRUSTEE	0.50	Director	$0	$0	$0
MS ERIN V CARUSO	TRUSTEE	0.50	Director	$0	$0	$0
REV GREGORY P HAAKE CSC PHD	TRUSTEE	0.50	Director	$0	$0	$0
SR ANN LACOUR MSC	TRUSTEE	0.50	Director	$0	$0	$0
SR KATERI BATTAGLIA MSC	TRUSTEE	0.50	Director	$0	$0	$0
SR RENE DAIGLE MSC	TRUSTEE	0.50	Director	$0	$0	$0
TERESA LAWRENCE	TRUSTEE	0.50	Director	$0	$0	$0
TODD MATHERNE	CHAIR	0.50	Director	$0	$0	$0
DR LISA SULLIVAN	PROVOST/VP OF ACADEMIC AFFAIRS	40.00	Officer	$97,454	$14,586	$112,040
DR STANTON MCNEELY	PRESIDENT	40.00	Officer	$205,503	$12,600	$218,103
DR CHRISTOPHER RHOLDON	VICE PRESIDENT FOR STRATEGIC INITATIVES	40.00	Highest	$101,584	$0	$101,584
DR PATRICIA PRECHTER	DEAN	40.00	Highest	$124,343	$28,269	$152,612

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	$22,061,907	$25,405,417	$52,343,503	$-3,343,510
2023	$23,307,852	$26,672,047	$54,151,798	$-3,364,195
2022	$26,721,781	$29,734,111	$56,455,508	$-3,012,330
2021	$32,443,133	$28,990,108	$64,850,591	$3,453,025
2020	$28,147,622	$30,364,465	$63,515,910	$-2,216,843
2019	$30,048,181	$31,370,211	$65,214,121	$-1,322,030
2018	$29,941,834	$29,317,288	$63,608,161	$624,546

UNIVERSITY OF HOLY CROSS