Southern Methodist University (EIN 750800689) - 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

1911

Legal Domicile

Phone

2147682090

Tax Period

2024-06-01 to 2025-05-31

Southern Methodist University, founded in 1911, is a large national nonprofit in the Education sector that reported $1.2B in total revenue in fiscal year 2024. Expenses of $1.1B left a modest 7% surplus.

Mission

The Primary mission of the university is education through research and teaching by creating and imparting knowledge that will shape citizens who contribute to their communities and lead professions in a global society.

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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 $127,510,879

Program Service Revenue $840,839,364

Investment Income $148,623,452

Other Revenue $64,516,869

TOTAL REVENUE $1,181,490,564

Expense Breakdown

Grants Paid $259,688,818

Salaries & Benefits $460,469,037

Fundraising Expenses $30,074,749

Program Expenses $977,268,682

Other Expenses $375,605,298

TOTAL EXPENSES $1,097,826,408

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,181,490,564	$1,148,707,746	+0.0%
Expenses	$1,097,826,408	$989,836,695	+0.1%
Net Income	$83,664,156	$158,871,051	-0.5%

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

6538

Volunteers

3204

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

$9,453,543

Total Directors

$2,319,722

Key Employees

$1,651,972

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert G Turner	President/Trustee	37.5	Officer Director	$2,040,260	$279,462	$2,319,722
Alley B Alley	Trustee	1.0	Director	$0	$0	$0
Antoine LV Dijkstra	Trustee	1.0	Director	$0	$0	$0
Antonio O Garza Jr	Trustee	1.0	Director	$0	$0	$0
Bobby B Lyle	Trustee	1.0	Director	$0	$0	$0
Caren H Prothro	Trustee	1.0	Director	$0	$0	$0
Carl Sewell	Trustee	1.0	Director	$0	$0	$0
Clark K Hunt	Trustee	1.0	Director	$0	$0	$0
Connie O'Neill	Trustee	1.0	Director	$0	$0	$0
Cynthia Fierro Harvey	Trustee	1.0	Director	$0	$0	$0
David B Miller	Trustee	1.0	Director	$0	$0	$0
David S Huntley	Trustee	1.0	Director	$0	$0	$0
Douglas Smellage	Trustee	1.0	Director	$0	$0	$0
Frances A Moody-Dahlberg	Trustee	1.0	Director	$0	$0	$0
Frederick B Hegi Jr	Trustee	1.0	Director	$0	$0	$0
Gary T Crum	Trustee	1.0	Director	$0	$0	$0
Gerald J Ford	Trustee	1.0	Director	$0	$0	$0
Jeanne L Phillips	Trustee	1.0	Director	$0	$0	$0
Jeanne Tower Cox	Trustee	1.0	Director	$0	$0	$0
Juan Antonio Moreno	Trustee	1.0	Director	$0	$0	$0
Katherine Crow	Trustee	1.0	Director	$0	$0	$0
Kelly H Compton	Trustee	1.0	Director	$0	$0	$0
Laura Welch Bush	Trustee	1.0	Director	$0	$0	$0
Michael Boone	Trustee	1.0	Director	$0	$0	$0
Michael McKee	Trustee	1.0	Director	$0	$0	$0
Paul B Loyd Jr	Trustee	1.0	Director	$0	$0	$0
Paul L Rasmussen	Trustee	1.0	Director	$0	$0	$0
Ray L Hunt	Trustee	1.0	Director	$0	$0	$0
Richard K Templeton	Trustee	1.0	Director	$0	$0	$0
Richard Ware	Trustee	1.0	Director	$0	$0	$0
Richie L Butler	Trustee	1.0	Director	$0	$0	$0
Robert H Dedman Jr	Trustee	1.0	Director	$0	$0	$0
Royce E Wilson Sr	Trustee	1.0	Director	$0	$0	$0
Ruth S Altshuler	Trustee	1.0	Director	$0	$0	$0
Sarah Perot	Trustee	1.0	Director	$0	$0	$0
Scott J Jones	Trustee	1.0	Director	$0	$0	$0
Scott McLean	Trustee	1.0	Director	$0	$0	$0
Sheron Patterson	Trustee	1.0	Director	$0	$0	$0
Tucker S Bridwell	Trustee	1.0	Director	$0	$0	$0
William Armstrong	Trustee	1.0	Director	$0	$0	$0
David Sedman	Trustee - Faculty	37.5		$126,303	$25,762	$152,065
Jude Lugo	Trustee - Student	1.0		$0	$0	$0
Brad Cheves	Sr. V.P. for Development, Alumni Relations and Public Affairs	37.5	Officer	$757,453	$279,335	$1,036,788
Christine Regis	Sr.V.P. for Business and Finance CFO	37.5	Officer	$1,092,978	$147,688	$1,240,666
Donna M Morrow	Associate University Secretary	37.5	Officer	$210,414	$39,197	$249,611
Elizabeth Loboa	Provost and Vice President for Academic Affairs	37.5	Officer	$778,211	$437,944	$1,216,155
Harold Stanley	VP Executive Affairs	37.5	Officer	$461,619	$61,617	$523,236
Kenechukwu Mmeje	Sr. V.P. for Student Affairs	37.5	Officer	$539,172	$172,958	$712,130
Paul Ward	V.P. for Legal Affairs and Secretary	37.5	Officer	$1,053,908	$150,528	$1,204,436
Rakesh Dahiya	Chief Investment Officer	37.5	Officer	$758,956	$191,843	$950,799
Matthew Myers	Dean Key Employee	37.5	Key Emp	$633,860	$194,726	$828,586
Nathan Balke	Interim Dean Key Employee	37.5	Key Emp	$291,787	$57,812	$349,599
Thomas DiPiero	Dean Key Employee	37.5	Key Emp	$424,011	$49,776	$473,787
Andrew Enfield	Head Basketball Coach -Current	37.5	Highest	$7,542,537	$64,250	$7,606,787
Rick Hart	Athletic Director	37.5	Highest	$1,315,854	$134,316	$1,450,170
Robert Lanier	Head Basketball Coach	37.5	Highest	$4,692,732	$82,363	$4,775,095
Scott Symons	Defensive Coordinator	37.5	Highest	$983,859	$65,459	$1,049,318
Thomas R Lashlee	Head Football Coach	37.5	Highest	$4,860,356	$68,942	$4,929,298

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	$1,181,490,564	$1,097,826,408	$4,622,305,987	$83,664,156
2024	$1,148,707,746	$989,836,695	$4,478,544,364	$158,871,051
2023	$1,041,264,917	$903,667,627	$4,211,825,864	$137,597,290
2022	$1,151,429,320	$839,825,116	$4,000,720,929	$311,604,204
2021	$1,003,801,549	$810,503,242	$3,898,903,775	$193,298,307
2020	$940,657,128	$840,116,277	$3,480,437,552	$100,540,851
2019	$862,530,216	$780,822,872	$3,219,199,659	$81,707,344
2018	$850,560,318	$744,735,215	$3,281,984,214	$105,825,103

Southern Methodist University