University of the Pacific (EIN 941156266) - 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

1851

Legal Domicile

Phone

2099467704

Tax Period

2023-07-01 to 2024-06-30

University of the Pacific, founded in 1851, is a major nonprofit in the Education sector that reported $526.9M in total revenue in fiscal year 2023. Expenses of $501.3M left a modest 5% surplus.

Mission

To provide a superior, student-centered learning experience integrating liberal arts and professional education and preparing individuals for lasting achievement and responsible leadership in their careers and communities.

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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 (2023)

Revenue Breakdown

Contributions & Grants $47,697,818

Program Service Revenue $424,003,474

Investment Income $37,888,794

Other Revenue $17,308,496

TOTAL REVENUE $526,898,582

Expense Breakdown

Grants Paid $123,584,138

Salaries & Benefits $240,034,223

Fundraising Expenses $3,023,138

Program Expenses $478,396,289

Other Expenses $137,644,542

TOTAL EXPENSES $501,336,365

Year-over-Year Comparison

	2023	2022	Change
Revenue	$526,898,582	$488,744,010	+0.1%
Expenses	$501,336,365	$469,652,201	+0.1%
Net Income	$25,562,217	$19,091,809	+0.3%

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

4529

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

$5,016,212

Total Directors

$995,779

Key Employees

$3,930,127

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Callahan Christopher	President	50.0	Officer Director	$874,231	$121,548	$995,779
Dreyfuss Evan	Board Member, Vice Chair, Committee Chair	15.0	Officer Director	$0	$0	$0
Eberhardt Mary-Elizabeth	Board Member, Chair, Committee Chair	15.0	Officer Director	$0	$0	$0
Fathi Nava	Board Member, Secretary	10.0	Officer Director	$0	$0	$0
Robles Leticia	Board Member, Treasurer, Committee Chair	15.0	Officer Director	$0	$0	$0
Ardron Marty	Board Member	5.0	Director	$0	$0	$0
Bass Randall	Board Member, Committee Chair	10.0	Director	$0	$0	$0
Berberian Dea	Board Member	5.0	Director	$0	$0	$0
Boardman Gregory	Board Member, Committee Chair	10.0	Director	$0	$0	$0
Callahan Consuelo	Board Member	5.0	Director	$0	$0	$0
Chan Tony	Board Member	5.0	Director	$0	$0	$0
Dassenko Paul	Board Member, Committee Chair	10.0	Director	$0	$0	$0
Du Jie	Board Member	5.0	Director	$0	$0	$0
Follmer Kit	Board Member	5.0	Director	$0	$0	$0
Foster Cindy	Board Member	5.0	Director	$0	$0	$0
Hall Rupert	Board Member	5.0	Director	$0	$0	$0
Hoch Andrea	Board Member	5.0	Director	$0	$0	$0
Jefferson Tafa	Board Member	5.0	Director	$0	$0	$0
Johnson Elizabeth	Board Member	5.0	Director	$0	$0	$0
Liggett Scott	Board Member	5.0	Director	$0	$0	$0
Miller Brian	Board Member	5.0	Director	$0	$0	$0
Milne Anne	Board Member, Committee Chair	10.0	Director	$0	$0	$0
Rogers Janet	Board Member	5.0	Director	$0	$0	$0
Shalvey Don	Board Member, Committee Chair	10.0	Director	$0	$0	$0
Zimmerman Eve	Board Member	5.0	Director	$0	$0	$0
Biedermann Scott	VP, Development	50.0	Officer	$326,332	$83,193	$409,525
Blandizzi Maria	VP, Student Life	50.0	Officer	$312,274	$89,525	$401,799
Edwalds-Gilbert Gretchen	Provost & Executive Vice President (incoming)	50.0	Officer	$246,729	$36,920	$283,649
Ferguson Christopher	VP, Enrollment Management	50.0	Officer	$322,957	$82,593	$405,550
Henderson Robert	Vice President Technology & CIO (incoming)	50.0	Officer	$256,473	$84,438	$340,911
Lomax-Ghirarduzzi Mary	VP, Diversity, Equity, and Inclusion	50.0	Officer	$314,275	$80,827	$395,102
Mullen Kenneth	Chief Operating Officer (outgoing)	50.0	Officer	$439,838	$66,314	$506,152
Pallavicini Maria	Provost & Executive VP Academic Affairs (outgoing)	50.0	Officer	$448,550	$66,682	$515,232
Sprecher Arthur	Vice President Technology & CIO (outgoing)	50.0	Officer	$150,515	$10,106	$160,621
Walsh James	Chief Financial Officer and Executive Vice President for Finance and Operations	50.0	Officer	$390,095	$91,754	$481,849
Williams Ashley	Director of Presidential Strategic Initiatives	50.0	Officer	$96,260	$23,783	$120,043
Bugnariu Nicoleta	Dean, School of Health Sciences	50.0	Key Emp	$346,891	$40,780	$387,671
Campbell Patricia	Dean, Benerd College	50.0	Key Emp	$272,634	$27,338	$299,972
Gale Lewis	Dean, Eberhardt School of Business (incoming)	50.0	Key Emp	$311,077	$67,122	$378,199
Gundersen Berit	Dean, School of Pharmacy (incoming)	50.0	Key Emp	$304,490	$38,484	$342,974
Lucas Janet	Athletics Director (outgoing)	50.0	Key Emp	$211,957	$41,133	$253,090
Moses Charles	Dean, Eberhardt School of Business (outgoing)	50.0	Key Emp	$237,378	$8,491	$245,869
Nadershahi Nader	Dean, Dugoni School of Dentistry	50.0	Key Emp	$463,404	$60,716	$524,120
Orwin Elizabeth	Dean, Engineering and Computer Science	50.0	Key Emp	$348,842	$91,754	$440,596
Schwartz Michael	Dean, McGeorge School of Law	50.0	Key Emp	$366,671	$54,670	$421,341
Skinner Lee	Dean, College of the Pacific (incoming)	50.0	Key Emp	$304,390	$30,376	$334,766
Witte Peter	Dean, Conservatory of Music	50.0	Key Emp	$243,152	$58,377	$301,529
Cox Darren	Associate Professor	50.0	Highest	$514,394	$43,819	$558,213
Lam David	Associate Dean Medical Integration, Chairperson Oral and Maxillofacial Surgery, Professor	50.0	Highest	$608,164	$68,843	$677,007
Mashkoor Fatima	Clinical Associate Professor	50.0	Highest	$332,596	$33,158	$365,754
Perry Leonard	Head Coach, Men's Basketball	50.0	Highest	$530,033	$60,371	$590,404
Yarborough Craig	Associate Dean Institutional Advancement	50.0	Highest	$329,039	$57,275	$386,314
Fraden Rena	Dean, College of the Pacific (outgoing)	20.0		$161,756	$20,616	$182,372
Jensen Scott	Associate Dean, Professor, College of the Pacific	20.0		$131,646	$40,633	$172,279
Matsumoto Rae	Professor, Pharmacy & Health Sciences	20.0		$215,981	$29,886	$245,867

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	$526,898,582	$501,336,365	$1,415,583,984	$25,562,217
2023	$488,744,010	$469,652,201	$1,312,881,087	$19,091,809
2022	$484,790,770	$438,359,228	$1,275,237,584	$46,431,542
2021	$478,311,062	$400,602,866	$1,331,534,766	$77,708,196
2020	$460,359,740	$416,500,904	$1,134,390,428	$43,858,836
2019	$465,688,358	$431,667,880	$1,111,047,237	$34,020,478
2018	$430,888,322	$421,965,676	$1,085,078,416	$8,922,646

University of the Pacific