SOUTHWESTERN ADVENTIST UNIVERSITY

EIN: 750891465 501(c)(3)

Keene, TX

Total Revenue
$30,576,637
Total Expenses
$27,023,885
Total Assets
$79,480,261
Net Assets
$77,347,109
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1942
Legal Domicile
TX
Principal Officer
Ana Patterson
Phone
8172026315
Tax Period
2024-07-01 to 2025-06-30

SOUTHWESTERN ADVENTIST UNIVERSITY, founded in 1942, is a mid-sized nonprofit that reported $30.6M in total revenue in fiscal year 2024. Expenses of $27.0M left a modest 12% surplus.

Mission

Post secondary Education

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $11,309,867
Program Service Revenue $14,713,131
Investment Income $4,061,003
Other Revenue $492,636
TOTAL REVENUE $30,576,637

Expense Breakdown

Grants Paid $5,007,342
Salaries & Benefits $14,639,437
Fundraising Expenses $483,712
Program Expenses $11,747,344
Other Expenses $7,377,106
TOTAL EXPENSES $27,023,885

Year-over-Year Comparison

2024 2023 Change
Revenue $30,576,637 $28,711,909 +0.1%
Expenses $27,023,885 $23,921,212 +0.1%
Net Income $3,552,752 $4,790,697 -0.3%
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
28
Independent Members
26
Employees
668
Volunteers
N/A

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
4
$527,110
Total Directors
27
$0
Key Employees
4
$527,110
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Ana Pattterson President 40
Officer Key Emp Highest
$148,237 $0 $148,237
Ronald M Wehtje VP for Financial Administration/Interim CFO 40
Officer Key Emp Highest
$140,000 $0 $140,000
Donna Berkner Academic Dean 40.00
Officer Key Emp
$120,413 $0 $120,413
Marcel Sargeant Vice President for Instituational Research& Effectiveness 40.00
Officer Key Emp Highest
$118,460 $0 $118,460
Sheree Parris Nudd Board Member 0
Director
$0 $0 $0
Stephen Brooks Board Member 0
Director
$0 $0 $0
Carol Campbell Board Member 0
Director
$0 $0 $0
Penney Johnson Board Member 0
Director
$0 $0 $0
Carlton Byrd Board Member 0
Director
$0 $0 $0
Renee Sensabaugh Board Member 0
Director
$0 $0 $0
Carlos Craig Chairman 0
Director
$0 $0 $0
Elton DeMoraes Board Member 0
Director
$0 $0 $0
Timothy Bainum Board Member (Emeritus) 0
Director
$0 $0 $0
Charles Mitchell Board Member 0
Director
$0 $0 $0
Nerv Thomas Board Member 0
Director
$0 $0 $0
Billy Pechero Board Member 0
Director
$0 $0 $0
Wayne Powell Board Member 0
Director
$0 $0 $0
Lili Gil Valletta Board Member 0
Director
$0 $0 $0
Max Trevino Board Member (Emeritus) 0
Director
$0 $0 $0
Douglas Bowyer Board Member 0
Director
$0 $0 $0
Lee-Roy Chacon Board Member 0
Director
$0 $0 $0
Timothy Whitley Board Member 0
Director
$0 $0 $0
Charlie Wilson Board Member 0
Director
$0 $0 $0
Kenneth R Medlock Board Member 0
Director
$0 $0 $0
John Page Board Member 0
Director
$0 $0 $0
Barbara Damron Board Member 0
Director
$0 $0 $0
Daniel Ortega Board Member 0
Director
$0 $0 $0
Jeff Villegas Board Member 0
Director
$0 $0 $0
Arthur Rice Board Member 0
Director
$0 $0 $0
Roy Ice Board Member 0
Director
$0 $0 $0
Trevor Wright Board Member 0
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 $30,576,637 $27,023,885 $79,480,261 $3,552,752
2024 $28,711,909 $23,921,212 $75,772,757 $4,790,697
2023 $25,210,549 $23,418,529 $74,905,240 $1,792,020
2023 $25,210,549 $23,418,529 $75,040,658 $1,792,020
2022 $25,818,147 $24,724,273 $70,460,829 $1,093,874
2021 $31,006,117 $21,469,897 $69,651,046 $9,536,220
2020 $21,614,131 $20,483,854 $61,676,568 $1,130,277
2019 $22,886,078 $20,013,862 $58,441,823 $2,872,216
Explore More Nonprofits
→Top 100 Nonprofits in Texas →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare SOUTHWESTERN ADVENTIST UNIVERSITY with other nonprofits in Texas and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.