WESTMINSTER UNIVERSITY (EIN 870212470) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

1875

Legal Domicile

Principal Officer

DEBRA GLENN

Phone

8018322148

Tax Period

2022-07-01 to 2023-06-30

WESTMINSTER UNIVERSITY, founded in 1875, is a mid-sized nonprofit in the Education sector that reported $75.3M in total revenue in fiscal year 2022. Net assets of $151.4M represent 24 months of operating reserves.

Mission

OFFER UNDERGRADUATE AND GRADUATE DEGREES IN LIBERAL ARTS AND PROFESSIONAL PROGRAMS.

🔒

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%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $28,845,804

Program Service Revenue $48,452,176

Investment Income $-4,956,219

Other Revenue $2,988,442

TOTAL REVENUE $75,330,203

Expense Breakdown

Grants Paid $22,989,647

Salaries & Benefits $33,153,759

Fundraising Expenses $1,415,204

Program Expenses $68,528,720

Other Expenses $23,817,253

TOTAL EXPENSES $79,960,659

Year-over-Year Comparison

	2022	2021	Change
Revenue	$75,330,203	$78,693,755	0.0%
Expenses	$79,960,659	$84,420,337	-0.1%
Net Income	$-4,630,456	$-5,726,582	-0.2%

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

Governance

Voting Members

Independent Members

Employees

1155

Volunteers

200

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

$522,927

Total Directors

$522,927

Key Employees

$945,247

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETHAMI DOBKIN	PRESIDENT	40.00	Officer Director	$398,967	$123,960	$522,927
PRESON CHIARO	BOARD CHAIR	1.60	Officer Director	$0	$0	$0
CATERINE PUTNAM-NETTO	VICE-CHAIR	1.60	Officer Director	$0	$0	$0
WILLIAM ORCHOW	TREASURER	1.60	Officer Director	$0	$0	$0
AMY WADSWORTH	SECRETARY	1.60	Officer Director	$0	$0	$0
KIM ADAMSON	TRUSTEE	1.60	Director	$0	$0	$0
MICHAEL BILLS	TRUSTEE	1.60	Director	$0	$0	$0
KIM CORDOVA	TRUSTEE	1.60	Director	$0	$0	$0
NANCY DEFORD	TRUSTEE	1.60	Director	$0	$0	$0
RAYMOND ETCHEVERRY	TRUSTEE	1.60	Director	$0	$0	$0
BING FANG	TRUSTEE	1.60	Director	$0	$0	$0
THOMAS FEY	TRUSTEE	1.60	Director	$0	$0	$0
TERRY GRANT	TRUSTEE	1.60	Director	$0	$0	$0
DANNY GIOVALE	TRUSTEE	1.60	Director	$0	$0	$0
KERI HALE	TRUSTEE	1.60	Director	$0	$0	$0
ADAM MANGONE	TRUSTEE	1.60	Director	$0	$0	$0
JERILYN MCINTYRE	TRUSTEE	1.60	Director	$0	$0	$0
MUFFY MEAD-FERRO	TRUSTEE	1.60	Director	$0	$0	$0
PETER MICHELL	TRUSTEE	1.60	Director	$0	$0	$0
O WOOD MOYLE	TRUSTEE	1.60	Director	$0	$0	$0
L JACKSON NEWELL	TRUSTEE	1.60	Director	$0	$0	$0
ROBERT RENDON	TRUSTEE	1.60	Director	$0	$0	$0
ENGELS TEJEDA	TRUSTEE	1.60	Director	$0	$0	$0
DEBRA GLENN	CFO/ VP FINANCE (AS OF 3/23)	40.00	Officer	$0	$0	$0
DEBORAH TAHMASSEBI	PROVOST	40.00	Key Emp	$270,604	$55,958	$326,562
DANIEL LEWIS	VP INSTITUTIONAL ADVANCEMENT	40.00	Key Emp	$199,436	$10,121	$209,557
ERICA JOHNSON	VP ENROLLMENT	40.00	Key Emp	$197,105	$10,100	$207,205
MICHIKO PINNINGTON	CFO/ VP FINANCE (THRU 1/23)	40.00	Key Emp	$168,354	$33,569	$201,923
JAMES STIMPSON	PROFESSOR	40.00	Highest	$209,318	$55,697	$265,015
KATHRYN HOLMES	GENERAL COUNSEL & CRO	40.00	Highest	$151,208	$34,742	$185,950
PETER GRECO	VP AND CIO	40.00	Highest	$165,201	$55,663	$220,864
MELANIE J AGNEW	DEAN, SCHOOL OF EDUCATION	40.00	Highest	$149,100	$43,246	$192,346
SHERYL J STEADMAN	DEAN OF NURSING & HEALTH SCIENCES	40.00	Highest	$148,115	$34,153	$182,268

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	No data	No data	No data	No data
2023	$75,330,203	$79,960,659	$185,274,205	$-4,630,456
2022	$78,693,755	$84,420,337	$204,629,439	$-5,726,582
2021	$82,856,817	$86,044,572	$228,140,724	$-3,187,755
2020	$87,856,669	$93,513,468	$209,713,946	$-5,656,799
2019	$93,047,643	$100,838,628	$209,446,484	$-7,790,985
2018	$106,205,356	$99,246,007	$216,463,995	$6,959,349

WESTMINSTER UNIVERSITY