University of Dallas (EIN 750926755) - 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

1956

Legal Domicile

Phone

9727215000

Tax Period

2024-06-01 to 2025-05-31

University of Dallas, founded in 1956, is a major nonprofit in the Education sector that reported $119.6M in total revenue in fiscal year 2024.

Mission

THE UNIVERSITY OF DALLAS IS DEDICATED TO THE PURSUIT OF WISDOM, OF TRUTH, AND OF VIRTUE AS THE PROPER AND PRIMARY ENDS OF EDUCATION.

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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 $11,441,768

Program Service Revenue $99,944,862

Investment Income $8,108,171

Other Revenue $148,134

TOTAL REVENUE $119,642,935

Expense Breakdown

Grants Paid $51,961,601

Salaries & Benefits $37,155,615

Fundraising Expenses $2,446,114

Program Expenses $97,068,425

Other Expenses $31,968,837

TOTAL EXPENSES $121,156,928

Year-over-Year Comparison

	2024	2023	Change
Revenue	$119,642,935	$113,236,372	+0.1%
Expenses	$121,156,928	$116,604,918	+0.0%
Net Income	$-1,513,993	$-3,368,546	-0.6%

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

1238

Volunteers

300

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

$3,109,410

Total Directors

$567,331

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Edward Bishop Burns	Chancellor	1.0	Officer Director	$0	$0	$0
Gabe Barkley	NAB President	1.0	Officer Director	$0	$0	$0
Jonathan Sanford	President	40.0	Officer Director	$505,995	$61,336	$567,331
Mary Ritter	Secretary	1.0	Officer Director	$0	$0	$0
Mike Magusiak	Treasurer	1.0	Officer Director	$0	$0	$0
Randall Muck	Chairman	1.0	Officer Director	$0	$0	$0
Thomas Nealon	Vice-Chairman	1.0	Officer Director	$0	$0	$0
Albert Zapanta	Trustee	1.0	Director	$0	$0	$0
Annmarie Kelly	Trustee	1.0	Director	$0	$0	$0
Bridgett Wagner	Trustee	1.0	Director	$0	$0	$0
Charles Baumann	Trustee	1.0	Director	$0	$0	$0
Charles LiMandri	Trustee	1.0	Director	$0	$0	$0
Daniel Bishop Flores	Trustee	1.0	Director	$0	$0	$0
Emmet Flood	Trustee	1.0	Director	$0	$0	$0
Fanny Sheumaker	Trustee	1.0	Director	$0	$0	$0
Frank Muller	Trustee	1.0	Director	$0	$0	$0
Gregory Bishop Kelly	Trustee	1.0	Director	$0	$0	$0
J Barry Clark	Trustee	1.0	Director	$0	$0	$0
Jean White	Trustee	1.0	Director	$0	$0	$0
Joe Armes	Trustee	1.0	Director	$0	$0	$0
Julie Weber	Trustee	1.0	Director	$0	$0	$0
Louis Brown	Trustee	1.0	Director	$0	$0	$0
Louis Grabowsky	Trustee	1.0	Director	$0	$0	$0
Mark Bishop Seitz	Trustee	1.0	Director	$0	$0	$0
Mary Devlin Capizzi	Trustee	1.0	Director	$0	$0	$0
Mary Hasson	Trustee	1.0	Director	$0	$0	$0
Megan Smith	Trustee	1.0	Director	$0	$0	$0
Nathaniel Tan Parker	Trustee	1.0	Director	$0	$0	$0
Nicholas Serafy Jr	Trustee	1.0	Director	$0	$0	$0
Patrick Haggerty	Trustee	1.0	Director	$0	$0	$0
Patrick Stark	Trustee	1.0	Director	$0	$0	$0
Regina Uhl	Trustee	1.0	Director	$0	$0	$0
Richard Husseini	Trustee	1.0	Director	$0	$0	$0
Tom Craddick	Trustee	1.0	Director	$0	$0	$0
William Keffler	Trustee	1.0	Director	$0	$0	$0
Win Bell	Trustee	1.0	Director	$0	$0	$0
Andrew Ellison	Vice President Enrollment Management	40.0	Officer	$145,995	$11,397	$157,392
Ashton Ellis	Vice President for Development and University Relations	40.0	Officer	$211,885	$50,377	$262,262
Clare Venegas	Vice President for Marketing and Communications	40.0	Officer	$149,588	$30,615	$180,203
J Lee Whittington	Dean, Satish & Yasmin Gupta College of Business	40.0	Officer	$238,556	$46,872	$285,428
John Plotts	Executive Vice President	40.0	Officer	$190,552	$34,356	$224,908
Matthias Vorwerk	Provost	40.0	Officer	$228,748	$55,580	$284,328
Paula Brown	Registrar	40.0	Officer	$73,192	$17,202	$90,394
Philip Harold	Dean Constantin College of Liberal Arts	40.0	Officer	$158,108	$50,081	$208,189
Richard Dougherty	Dean Braniff Graduate School	40.0	Officer	$139,692	$39,654	$179,346
Robert Watling	Vice President Finance and Chief Financial Officer	40.0	Officer	$290,395	$29,807	$320,202
Ronnie Rombs	Dean and Director Rome Campus	40.0	Officer	$136,795	$22,614	$159,409
Ryan Reedy	Chief of Staff	40.0	Officer	$171,435	$18,583	$190,018
Brian Murray	Associate Professor, Management, COB	40.0	Highest	$160,675	$21,302	$181,977
Greg Bell	Associate Dean, Satish & Yasmin Gupta COB	40.0	Highest	$192,923	$12,505	$205,428
Julia Fulmore	Associate Dean, Satish & Yasmin Gupta COB	40.0	Highest	$153,103	$10,038	$163,141
Laura Munoz	Associate Professor, Cybersecurity, COB	40.0	Highest	$163,349	$10,248	$173,597
Yiwen Jenny Gu	Associate Professor of Finance, COB Instr. Operations	40.0	Highest	$152,383	$22,693	$175,076
Brett Landry	Professor, Cybersecurity, COB (Former Dean COB)	40.0		$191,438	$29,710	$221,148
Heather Lachenauer	Former Vice President Board & Legal Services and General Counsel	40.0		$158,011	$25,366	$183,377
Peter Hatlie	Former Vice President / Dean and Director of Rome Program	40.0		$114,759	$3,545	$118,304
Susan Rhame	Associate Professor, Accounting (Former interim Dean COB)	40.0		$129,247	$13,582	$142,829

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	$119,642,935	$121,156,928	$193,537,274	$-1,513,993
2024	$113,236,372	$116,604,918	$192,913,850	$-3,368,546
2023	$110,421,106	$113,709,792	$185,827,962	$-3,288,686
2022	$117,860,626	$110,649,528	$193,739,247	$7,211,098
2021	$113,303,897	$103,047,469	$199,857,473	$10,256,428
2020	$97,994,790	$100,436,827	$173,302,623	$-2,442,037
2019	$97,430,058	$100,775,623	$171,119,279	$-3,345,565
2018	$114,271,677	$97,047,564	$177,422,060	$17,224,113

University of Dallas