Linfield University (EIN 930391586) - 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

1858

Legal Domicile

Phone

5038832698

Tax Period

2024-07-01 to 2025-06-30

Linfield University, founded in 1858, is a major nonprofit in the Education sector that reported $114.3M in total revenue in fiscal year 2024. Net assets of $256.5M represent 27 months of operating reserves.

Mission

LINFIELD UNIVERSITY IS AN UNDERGRADUATE AND GRADUATE UNIVERSITY RECOGNIZED FOR ITS STRONG TEACHING FACULTY, OUTSTANDING SCIENCE PROGRAMS AND DISTINCTIVE INTERNATIONAL EMPHASIS.

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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 $6,646,965

Program Service Revenue $93,803,833

Investment Income $11,449,443

Other Revenue $2,417,973

TOTAL REVENUE $114,318,214

Expense Breakdown

Grants Paid $43,212,901

Salaries & Benefits $40,807,964

Fundraising Expenses $2,940,257

Program Expenses $101,270,233

Other Expenses $30,651,057

TOTAL EXPENSES $114,718,470

Year-over-Year Comparison

	2024	2023	Change
Revenue	$114,318,214	$110,224,710	+0.0%
Expenses	$114,718,470	$109,617,269	+0.0%
Net Income	$-400,256	$607,441	-1.7%

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

1864

Volunteers

150

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

$948,706

Total Directors

$336,405

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBECCA JOHNSON	PRESIDENT	40.0	Officer Director	$336,405	$0	$336,405
BRIAN GERRITZ	BOARD MEMBER	2.0	Director	$0	$0	$0
CINDY JOHNSON	BOARD MEMBER	2.0	Director	$0	$0	$0
CURT SHEPARD	BOARD MEMBER	2.0	Director	$0	$0	$0
DAVE DILLON	BOARD MEMBER	2.0	Director	$0	$0	$0
DAVID BACA	BOARD MEMBER	2.0	Director	$0	$0	$0
DAVID HAUGEBERG	BOARD MEMBER	2.0	Director	$0	$0	$0
ERIC DEFFENBAUGH	BOARD MEMBER	2.0	Director	$0	$0	$0
ERIKA MARKSBURY	BOARD MEMBER	2.0	Director	$0	$0	$0
GLEN GIOVANNETTI	BOARD MEMBER	2.0	Director	$0	$0	$0
HAROLD K TU	BOARD MEMBER	2.0	Director	$0	$0	$0
JOHN NOSLER	BOARD MEMBER	2.0	Director	$0	$0	$0
KELLANNE HENRY	BOARD MEMBER	2.0	Director	$0	$0	$0
KIRBY DYESS	BOARD MEMBER	2.0	Director	$0	$0	$0
LEDA GARSIDE	BOARD MEMBER	2.0	Director	$0	$0	$0
LUCINDA FOURNIER	BOARD MEMBER	2.0	Director	$0	$0	$0
MARCY HAMBY TOWNS	BOARD MEMBER	2.0	Director	$0	$0	$0
MARTHA COX	BOARD MEMBER	2.0	Director	$0	$0	$0
MARV HENBERG	BOARD MEMBER	2.0	Director	$0	$0	$0
MICHELLE GIGUERE	BOARD MEMBER	2.0	Director	$0	$0	$0
MIKE MILLER	BOARD MEMBER	2.0	Director	$0	$0	$0
MOE MOMTAZI	BOARD MEMBER	2.0	Director	$0	$0	$0
NORM NIXON	BOARD MEMBER	2.0	Director	$0	$0	$0
PAMELA CLAASSEN	BOARD MEMBER	2.0	Director	$0	$0	$0
PHILLIP BOND	BOARD MEMBER	2.0	Director	$0	$0	$0
PRESLIE PETRICK	BOARD MEMBER	2.0	Director	$0	$0	$0
RANETTE KAMAKA	BOARD MEMBER	2.0	Director	$0	$0	$0
ROB OWENS	BOARD MEMBER	2.0	Director	$0	$0	$0
ROBERT BRESHOCK	BOARD MEMBER	2.0	Director	$0	$0	$0
RYAN HARRIS	BOARD MEMBER	2.0	Director	$0	$0	$0
SCOTT CHAMBERS	BOARD MEMBER	2.0	Director	$0	$0	$0
STEPHEN BILS	BOARD MEMBER	2.0	Director	$0	$0	$0
TIM NICKERSON	BOARD MEMBER	2.0	Director	$0	$0	$0
BETH ECKARD CONCEPCION	PROVOST/VP ACADEMIC	40.0	Officer	$201,515	$17,865	$219,380
JOSEPH HUNTER	VP ADVANCEMENT	40.0	Officer	$167,542	$14,457	$181,999
MICHAEL WENZ	VP FINANCE & ADMIN	40.0	Officer	$184,635	$26,287	$210,922
ALLISON HORN	ASSOCIATE VP OF ADMINISTRATION	40.0	Highest	$157,667	$17,981	$175,648
GENNIE S VANBEEK	DEAN OF THE COLLEGE OF ARTS & SCIENCES	40.0	Highest	$156,636	$13,960	$170,596
GERARDO OCHOA	VP ENROLLMENT MGMT	40.0	Highest	$148,124	$6,977	$155,101
JENNIFER MADDEN	DEAN OF SCHOOL OF BUSINESS	40.0	Highest	$170,300	$26,488	$196,788
PAUL SMITH	DEAN OF SCHOOL OF NURSING	40.0	Highest	$163,108	$20,796	$183,904
MILES DAVIS LEFT 012024	PRESIDENT	40.0		$316,797	$15,851	$332,648

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	$114,318,214	$114,718,470	$317,318,220	$-400,256
2024	$110,224,710	$109,617,269	$315,258,441	$607,441
2023	$108,927,210	$105,067,053	$311,444,630	$3,860,157
2022	$110,269,366	$105,271,642	$308,659,467	$4,997,724
2021	$103,823,480	$102,309,964	$330,542,841	$1,513,516
2019	$107,455,893	$103,096,426	$269,211,978	$4,359,467
2018	$112,152,044	$105,098,156	$261,526,045	$7,053,888
2017	$111,365,843	$104,676,791	$254,145,041	$6,689,052

Linfield University