University of the Incarnate Word (EIN 741109661) - 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

1881

Legal Domicile

Phone

2108296037

Tax Period

2024-06-01 to 2025-05-31

University of the Incarnate Word, founded in 1881, is a major nonprofit in the Education sector that reported $285.8M in total revenue in fiscal year 2024.

Mission

UIW IS COMMITTED TO EDUCATIONAL EXCELLENCE IN A CONTEXT OF FAITH IN JESUS CHRIST, THE INCARNATE WORD OF GOD. IT PROMOTES LIFE LONG LEARNING & FOSTERS DEVELOPMENT OF THE WHOLE PERSON.

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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 $11,288,948

Program Service Revenue $255,110,220

Investment Income $16,430,423

Other Revenue $2,933,491

TOTAL REVENUE $285,763,082

Expense Breakdown

Grants Paid $90,267,763

Salaries & Benefits $116,911,849

Fundraising Expenses $1,021,027

Program Expenses $224,171,460

Other Expenses $80,939,463

TOTAL EXPENSES $288,119,075

Year-over-Year Comparison

	2024	2023	Change
Revenue	$285,763,082	$282,293,443	+0.0%
Expenses	$288,119,075	$285,830,159	+0.0%
Net Income	$-2,355,993	$-3,536,716	-0.3%

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

3056

Volunteers

1066

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

$1,438,222

Total Directors

$1,331,559

Key Employees

$2,719,430

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR GLENN AMBROSE	FACULTY SENATE/EX OFFICIO (Until 05/2025)	40.0	Officer Director	$99,039	$36,092	$135,131
DR THOMAS M EVANS	TRUSTEE/PRES/CEO/EX OFFICIO	38.5	Officer Director	$1,150,955	$42,235	$1,193,190
NICOLAS P MEEHAN	SGA PRESIDENT/EX OFFICIO (Until 05/2025)	1.0	Officer Director	$3,238	$0	$3,238
SR YOLANDA TARANGO	SECRETARY/EX OFFICIO	1.0	Officer Director	$0	$0	$0
SUZANNE GOUDGE	TRUSTEE/CHAIRPERSON	2.0	Officer Director	$0	$0	$0
WILLIAM SHOWN	TRUSTEE/TREASURER	1.5	Officer Director	$0	$0	$0
BOBBY ROSENTHAL	TRUSTEE (Until 05/2025)	1.0	Director	$0	$0	$0
CHRISTIE E CODY	TRUSTEE	1.0	Director	$0	$0	$0
CYNTHIA J WARNER	TRUSTEE	1.0	Director	$0	$0	$0
DAVID ADELMAN	TRUSTEE	1.0	Director	$0	$0	$0
DR AMANDA ROBERTS	UIW ALUMNI ASSC PRES/EX OFFICIO	1.0	Director	$0	$0	$0
DR CHRIS ALVARADO	TRUSTEE	1.0	Director	$0	$0	$0
DR KURT MERKELZ	TRUSTEE	1.0	Director	$0	$0	$0
EDUARDO CABALLERO MD	TRUSTEE	1.0	Director	$0	$0	$0
EDWARD C PRADO	TRUSTEE	1.0	Director	$0	$0	$0
GARY JOERIS	TRUSTEE (Until 05/2025)	1.0	Director	$0	$0	$0
GREG KOWALSKI	TRUSTEE	1.0	Director	$0	$0	$0
HENRY BONILLA	TRUSTEE	1.0	Director	$0	$0	$0
JENNIFER S GATES	TRUSTEE	1.0	Director	$0	$0	$0
JOHN W FEIK JR	TRUSTEE/VICE CHAIRPERSON	1.5	Director	$0	$0	$0
KATTY HUANUCO SALCEDO SR	TRUSTEE	1.0	Director	$0	$0	$0
KENNETH D WELLS MD	TRUSTEE	1.0	Director	$0	$0	$0
KRISTI WYATT	TRUSTEE	1.0	Director	$0	$0	$0
MARIO BARRERA	TRUSTEE	1.0	Director	$0	$0	$0
MARK S WITTIG	TRUSTEE	1.0	Director	$0	$0	$0
MARY C HENRY SR	TRUSTEE	1.0	Director	$0	$0	$0
RICARDO HINOJOSA	TRUSTEE	1.0	Director	$0	$0	$0
SCOTT J BECKENDORF	TRUSTEE	1.0	Director	$0	$0	$0
SR LETICIA DEJESUS RODRIGUEZ	TRUSTEE	1.0	Director	$0	$0	$0
SR MARIA TERESA FLORES	TRUSTEE	1.0	Director	$0	$0	$0
SUSAN AMATURO MD	TRUSTEE	1.0	Director	$0	$0	$0
TODD B RASCO	TRUSTEE	1.0	Director	$0	$0	$0
DOUGLAS ENDSLEY	INTERIM CFO & VP ADMIN SERVICES (08/2024 to 05/2025)	37.5	Officer	$84,185	$22,478	$106,663
DR DARRELL L HAYDON	CFO & VP ADMIN SERVICES (until 8/2024)	37.5	Key Emp	$745,540	$55,034	$800,574
DR DIMITRI TAMALIS	INTERIM PROVOST (Until 05/2025)	39.5	Key Emp	$341,557	$24,219	$365,776
ELIZABETH PEREZ	GENERAL COUNSEL	40.0	Key Emp	$157,969	$17,411	$175,380
JOHN M BURY	CHIEF OF STAFF AND VP FOR STRATEGY AND ENROLLMENT	39.5	Key Emp	$367,156	$37,480	$404,636
MARCOS FRAGOSO	VP INTERNATIONAL AFFAIRS	26.9	Key Emp	$310,196	$74,492	$384,688
NEIL J SCHROEDER	VP OF INFORMATION RESOURCES (UNTIL 8/2024)	40.0	Key Emp	$187,507	$16,114	$203,621
RICHARD D KIMBROUGH II	VP FOR EXTERNAL RELATIONS AND CHIEF DEVELOPMENT OFFICER	39.0	Key Emp	$342,401	$42,354	$384,755
Douglas Warden	ASSOCIATE DEAN OF MEDICAL EDUCATION	40.0	Highest	$246,178	$34,888	$281,066
DR DAVID E GARZA	ASSISTANT PROFESSOR	40.0	Highest	$262,993	$27,104	$290,097
DR JOHN T PHAM	DEAN of School of Medicine	39.0	Highest	$412,957	$46,084	$459,041
DR MICHAEL J MOHR	ASSISTANT DEAN OF GRADUATE MEDICAL EDUCATION	20.0	Highest	$277,217	$31,150	$308,367
SCOTT LEGGOE	ASSISTANT PROFESSOR	40.0	Highest	$256,218	$19,885	$276,103
CHRISTOPHER M GALLEGOS	SENIOR DIRECTOR OF DEVELOPMENT	40.0		$123,311	$17,497	$140,808
DR CAROLINE GOULET	INTERIM PROVOST (Until 05/2023)	40.0		$224,961	$11,238	$236,199
DR DAVID M JURENOVICH	SENIOR PHILANTHROPIC ADVISOR	40.0		$108,109	$62,047	$170,156

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	$285,763,082	$288,119,075	$611,277,406	$-2,355,993
2024	$282,293,443	$285,830,159	$562,349,197	$-3,536,716
2023	$274,572,796	$291,553,006	$542,721,581	$-16,980,210
2022	$287,064,168	$273,804,686	$576,891,919	$13,259,482
2021	$283,262,885	$249,053,726	$543,125,933	$34,209,159
2020	$259,002,070	$253,811,230	$487,005,002	$5,190,840
2019	$255,365,648	$245,512,039	$454,307,832	$9,853,609
2018	$245,269,403	$242,106,137	$457,706,922	$3,163,266

University of the Incarnate Word