University of Western States (EIN 930309970) - 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

1937

Legal Domicile

Principal Officer

Michael Horowitz

Phone

5032563180

Tax Period

2024-06-01 to 2025-05-31

University of Western States, founded in 1937, is a mid-sized nonprofit in the Diseases & Disorders sector that reported $29.1M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

Mission

The mission of the University of Western States is to advance the science and art of integrated health care through excellence in education and patient care.

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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 $182,680

Program Service Revenue $27,497,307

Investment Income $1,397,867

Other Revenue $40,754

TOTAL REVENUE $29,118,608

Expense Breakdown

Grants Paid $1,853,117

Salaries & Benefits $14,093,603

Fundraising Expenses $334,364

Program Expenses $22,654,242

Other Expenses $14,305,598

TOTAL EXPENSES $30,252,318

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,118,608	$30,860,420	-0.1%
Expenses	$30,252,318	$33,345,065	-0.1%
Net Income	$-1,133,710	$-2,484,645	-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

394

Volunteers

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

$4,851,572

Total Directors

$2,316,813

Key Employees

$791,572

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Horowitz	Corporate President	2.00	Officer Director	$0	$181,097	$1,747,997
Nathan Long	President/Trustee as of 7/24	40.00	Officer Director	$223,199	$54,252	$568,816
Elli Morton	Chair	2.00	Officer Director	$0	$0	$0
Michael Pettet	Vice Chair	2.00	Officer Director	$0	$0	$0
Montserrat Andreys	Trustee	2.00	Director	$0	$0	$0
Andrea Cook	Trustee	2.00	Director	$0	$0	$0
Horace Elliott	Trustee until 10/24	2.00	Director	$0	$0	$0
John Farrell	Trustee as of 1/25	2.00	Director	$0	$0	$0
Jennifer Forbes	Trustee	2.00	Director	$0	$0	$0
Christine Girard	Trustee until 4/25	2.00	Director	$0	$0	$0
John Greaney	Trustee until 4/25	2.00	Director	$0	$0	$0
Robert Jones	Trustee until 4/25	2.00	Director	$0	$0	$0
Joyce McClure	Trustee	2.00	Director	$0	$0	$0
Sandra Mooney	Trustee until 4/25	2.00	Director	$0	$0	$0
Marlene Moore	Trustee	2.00	Director	$0	$0	$0
Patricia Potter	Trustee	2.00	Director	$0	$0	$0
Ron Rogers	Trustee until 4/25	2.00	Director	$0	$0	$0
Rodd Satterwhite	Trustee as of 1/25	2.00	Director	$0	$0	$0
Joseph Brimhall	President/CEO until 6/24	40.00	Officer	$803,651	$519,720	$1,323,371
Shari Mikos	Corporate Secretary	2.00	Officer	$0	$28,735	$368,593
Gregory Beno	Asst Corporate Treasurer	2.00	Officer	$0	$18,468	$276,060
Jennifer Gantz	Corporate Treasurer	2.00	Officer	$0	$24,740	$400,478
Elisa Davis	Assistant Secretary	2.00	Officer	$0	$3,895	$53,079
Sara Sotelo	Asst Corporate Secretary	2.00	Officer	$0	$19,684	$113,178
William Moreau	Chief Medical Officer until 4/24	40.00	Key Emp	$516,185	$13,526	$529,711
Rosalia Messina	Executive Vice President until 8/24	40.00	Key Emp	$235,938	$25,923	$261,861
Dana Sims	Provost	40.00	Highest	$212,244	$32,636	$244,880
Alisa Bates	Vice Provost/Dean, College of Graduate Studies	40.00	Highest	$150,207	$25,901	$176,108
Lisa Lopez	Chief Business Officer until 10/24	40.00	Highest	$141,187	$26,872	$168,059
William Borman	Professor	40.00	Highest	$148,671	$24,607	$173,278
Martha Kaeser	Dean, College of Chiro.	40.00	Highest	$134,911	$14,011	$148,922

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	$29,118,608	$30,252,318	$83,191,934	$-1,133,710
2024	$30,860,420	$33,345,065	$87,757,338	$-2,484,645
2023	$28,143,096	$28,255,876	$92,296,909	$-112,780
2022	$32,376,677	$28,340,842	$51,352,930	$4,035,835
2021	$36,277,974	$28,219,681	$49,278,573	$8,058,293
2020	$30,457,184	$28,959,298	$43,441,518	$1,497,886
2019	$34,976,109	$25,405,066	$41,236,099	$9,571,043
2018	$28,095,219	$24,499,987	$31,760,966	$3,595,232

University of Western States