PALO ALTO UNIVERSITY INC (EIN 942340692) - 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

1975

Legal Domicile

Principal Officer

MAUREEN O'CONNOR

Phone

8008186136

Tax Period

2023-08-01 to 2024-07-31

PALO ALTO UNIVERSITY INC, founded in 1975, is a mid-sized nonprofit in the Education sector that reported $41.1M in total revenue in fiscal year 2023.

Mission

TO PROVIDE UNDERGRADUATE AND GRADUATE LEVEL EDUCATION IN THE FIELD OF PSYCHOLOGY.

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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 $2,019,044

Program Service Revenue $38,203,077

Investment Income $917,122

Other Revenue $0

TOTAL REVENUE $41,139,243

Expense Breakdown

Grants Paid $1,373,283

Salaries & Benefits $26,665,750

Fundraising Expenses $293,402

Program Expenses $32,498,103

Other Expenses $12,886,151

TOTAL EXPENSES $40,925,184

Year-over-Year Comparison

	2023	2022	Change
Revenue	$41,139,243	$38,489,927	+0.1%
Expenses	$40,925,184	$39,024,573	+0.0%
Net Income	$214,059	$-534,646	-1.4%

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

577

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

$958,519

Total Directors

$636,971

Key Employees

$329,646

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAUREEN O'CONNOR	PRESIDENT	40.00	Officer Director	$485,616	$151,355	$636,971
CAROL BOBBY	TRUSTEE	3.00	Director	$0	$0	$0
NICHOLAS COCHRAN	TRUSTEE	3.00	Director	$0	$0	$0
MARTIN DODD	TRUSTEE	3.00	Director	$0	$0	$0
JEFF GEE	TRUSTEE	3.00	Director	$0	$0	$0
JAMES IOANNIDIS	TRUSTEE	3.00	Director	$0	$0	$0
MICHAEL KERNER	TRUSTEE	3.00	Director	$0	$0	$0
DANIEL KOSTENBAUDER	TRUSTEE	3.00	Director	$0	$0	$0
MATT LEVINE	TRUSTEE	3.00	Director	$0	$0	$0
DANIELE LEVY	TRUSTEE	3.00	Director	$0	$0	$0
MARILYN MANNING LONERGAN	TRUSTEE	3.00	Director	$0	$0	$0
RICHARD LONERGAN	TRUSTEE	3.00	Director	$0	$0	$0
DEREK MINNO	TRUSTEE	3.00	Director	$0	$0	$0
JAMES OTIENO	TRUSTEE	3.00	Director	$0	$0	$0
ISRAEL NIV	TRUSTEE (THRU 10/11/23)	3.00	Director	$0	$0	$0
KATHRYN PRYOR	TRUSTEE (THRU SEP 2023)	3.00	Director	$0	$0	$0
SARA EISNER RICHTER	TRUSTEE	3.00	Director	$0	$0	$0
KAREN SCUSSEL	TRUSTEE	3.00	Director	$0	$0	$0
JORGE WONG	TRUSTEE	3.00	Director	$0	$0	$0
TOM YEH	TRUSTEE	3.00	Director	$0	$0	$0
CYNTHIA JAMES	TRUSTEE	3.00	Director	$0	$0	$0
JIM BEALL	TRUSTEE	3.00	Director	$0	$0	$0
MARY ANN DEWAN	TRUSTEE	3.00	Director	$0	$0	$0
KY LE	TRUSTEE	3.00	Director	$0	$0	$0
SHARI MILES-COHEN	TRUSTEE	3.00	Director	$0	$0	$0
JESSICA DIVENTO DZUBAN	TRUSTEE	3.00	Director	$0	$0	$0
TOM WEINGARTEN	TRUSTEE	3.00	Director	$0	$0	$0
HELEN WILMOT	TRUSTEE	3.00	Director	$0	$0	$0
LOUIS CHICOINE	TRUSTEE	3.00	Director	$0	$0	$0
MARY YANG	TRUSTEE	3.00	Director	$0	$0	$0
ELLE JAVADI	TRUSTEE (THRU 6/15/24)	3.00	Director	$0	$0	$0
MELANIE MORRISON	SECR., DIR OF BOARD & PRES OPS	40.00	Officer	$170,675	$20,041	$190,716
JEANINE HAWK	CFO, VP OF FINANCE AND OPERATIONS	40.00	Officer	$116,884	$13,948	$130,832
ERIKA CAMERON	PROVOST, VP ACAD STDNT AFFAIRS	40.00	Key Emp	$292,408	$37,238	$329,646
PATRICIA ZAPF	VP OF CONTINUING & PROF. STUDIES	40.00	Highest	$394,757	$82,750	$477,507
ROWENA GOMEZ	PROFESSOR	40.00	Highest	$283,564	$8,988	$292,552
EDUARDO BUNGE	PROFESSOR	40.00	Highest	$253,044	$8,920	$261,964
JOYCE MOORE	PROFESSOR	40.00	Highest	$227,001	$19,025	$246,026
JANICE YANG	PROFESSOR	40.00	Highest	$225,946	$27,789	$253,735

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
2024	$41,139,243	$40,925,184	$46,315,827	$214,059
2023	$38,489,927	$39,024,573	$45,847,970	$-534,646
2022	$39,826,074	$38,566,091	$39,165,769	$1,259,983
2021	$38,449,514	$35,380,334	$37,743,432	$3,069,180
2020	$34,581,919	$34,117,152	$34,130,288	$464,767
2019	$33,436,870	$32,184,229	$33,255,247	$1,252,641
2018	$32,804,194	$30,557,307	$30,623,070	$2,246,887

PALO ALTO UNIVERSITY INC