St Edwards University (EIN 741109641) - 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

1964

Legal Domicile

Phone

5124488400

Tax Period

2023-07-01 to 2024-06-30

St Edwards University, founded in 1964, is a major nonprofit in the Education sector that reported $207.7M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $186.3M left a modest 10% surplus.

Mission

TO PROVIDE A CULTURALLY DIVERSE STUDENT BODY WITH AN EDUCATION THAT ACHIEVES A BALANCE AMONG THE HUMANITIES, THE SCIENCES AND THE PROFESSIONS.

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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 $14,960,706

Program Service Revenue $164,814,990

Investment Income $8,789,743

Other Revenue $19,172,705

TOTAL REVENUE $207,738,144

Expense Breakdown

Grants Paid $81,406,009

Salaries & Benefits $62,098,284

Fundraising Expenses $2,883,303

Program Expenses $164,191,739

Other Expenses $42,772,680

TOTAL EXPENSES $186,276,973

Year-over-Year Comparison

	2023	2022	Change
Revenue	$207,738,144	$181,722,489	+0.1%
Expenses	$186,276,973	$181,836,041	+0.0%
Net Income	$21,461,171	$-113,552	-190.0%

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

1734

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

$2,616,512

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anabel Rodriguez	Treasurer	1.0	Officer Director	$0	$0	$0
Linus N Akanoh Jr	Vice Chair	1.0	Officer Director	$0	$0	$0
Marie Gonzalez	Secretary	1.0	Officer Director	$0	$0	$0
Martin E Rose	Chair	1.0	Officer Director	$0	$0	$0
April Ruzicka	Trustee	1.0	Director	$0	$0	$0
Brother Richard Daly CSC	Trustee	1.0	Director	$0	$0	$0
Brother Thomas Dziekan CSC	Trustee	1.0	Director	$0	$0	$0
Catherine Hilliard	Trustee	1.0	Director	$0	$0	$0
Chris Ragland	Trustee	1.0	Director	$0	$0	$0
Dr Dahlia Campbell	Trustee	1.0	Director	$0	$0	$0
Dr David Sprague	Trustee	1.0	Director	$0	$0	$0
Dr Mona Hicks	Trustee	1.0	Director	$0	$0	$0
Dr Rita Cook	Trustee	1.0	Director	$0	$0	$0
Ellie Ghaznavi	Trustee	1.0	Director	$0	$0	$0
Father Peter Walsh CSC	Trustee	1.0	Director	$0	$0	$0
Father Tom O'Hara CSC	Trustee	1.0	Director	$0	$0	$0
Frank Moore	Trustee	1.0	Director	$0	$0	$0
Geronimo M Rodriguez Jr	Trustee	1.0	Director	$0	$0	$0
Giuliana Motta	Trustee	1.0	Director	$0	$0	$0
Jason Kelley	Trustee	1.0	Director	$0	$0	$0
Kevin Koch	Trustee	1.0	Director	$0	$0	$0
Kyle Ballarta	Trustee	1.0	Director	$0	$0	$0
Melba Whatley	Trustee	1.0	Director	$0	$0	$0
Patricia Berrier Munday	Trustee	1.0	Director	$0	$0	$0
Sergio Rodriguez	Trustee	1.0	Director	$0	$0	$0
Steve Shadowen	Trustee	1.0	Director	$0	$0	$0
Alicia Betsinger	VP for Institutional Effectiveness and Technology	45.0	Officer	$229,982	$26,760	$256,742
Gary Huff	Chief Financial Officer	45.0	Officer	$170,970	$21,446	$192,416
Jose E Demedeiros	VP for University Advancement	45.0	Officer	$273,337	$20,711	$294,048
Lisa L Kirkpatrick	VP for Student Affairs & Administration	45.0	Officer	$310,817	$31,540	$342,357
Marianne Ward-Peradoza	Provost	45.0	Officer	$266,375	$50,562	$316,937
Mary C Campbell	VP Marketing	45.0	Officer	$221,666	$41,226	$262,892
Montserrat Fuentes	President	45.0	Officer	$627,087	$30,115	$657,202
Tracy L Manier	VP Enrollment Management	45.0	Officer	$240,463	$53,455	$293,918
Catherine Campbell	Dean Behavioral Sciences	45.0	Highest	$165,561	$36,568	$202,129
Gregory Perrin	AVP Advancement Administration	45.0	Highest	$176,683	$25,897	$202,580
Jonathan Hodge	Dean & Prof. Natural Sciences	45.0	Highest	$179,537	$47,063	$226,600
Monique Jimenez-Herrera	Vice Provost Academic Initiatives/Faculty Success	45.0	Highest	$168,504	$42,751	$211,255
Sharon Nell	Dean Arts and Humanities	45.0	Highest	$182,465	$20,772	$203,237
George E Martin	President Emeritus	45.0		$177,599	$23,424	$201,023

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	$207,738,144	$186,276,973	$420,787,531	$21,461,171
2023	$181,722,489	$181,836,041	$397,116,911	$-113,552
2022	$195,192,635	$192,566,756	$397,941,844	$2,625,879
2021	$177,051,726	$175,281,210	$407,674,009	$1,770,516
2020	$208,782,526	$188,190,824	$377,920,423	$20,591,702
2019	$202,000,196	$196,276,298	$383,389,490	$5,723,898
2018	$193,030,570	$197,178,596	$382,111,693	$-4,148,026

St Edwards University