UNIVERSITY OF REDLANDS (EIN 951643389) - 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

1907

Legal Domicile

Principal Officer

KRISTA L NEWKIRK

Phone

9097488180

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF REDLANDS, founded in 1907, is a major nonprofit in the Education sector that reported $200.2M in total revenue in fiscal year 2024. Net assets of $404.7M represent 24 months of operating reserves.

Mission

THE UNIVERSITY OF REDLANDS IS A PRIVATE, INDEPENDENT LIBERAL ARTS AND SCIENCES UNIVERSITY COMMITTED TO A MISSION THAT WELCOMES, EDUCATES, AND EMPOWERS A DIVERSE COMMUNITY OF LEARNERS FOR LIVES OF MEANING, IMPACT, AND JOY.

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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 $14,483,197

Program Service Revenue $162,904,967

Investment Income $22,574,051

Other Revenue $271,702

TOTAL REVENUE $200,233,917

Expense Breakdown

Grants Paid $72,980,080

Salaries & Benefits $66,622,597

Fundraising Expenses $3,110,100

Program Expenses $161,961,778

Other Expenses $60,985,959

TOTAL EXPENSES $200,588,636

Year-over-Year Comparison

	2024	2023	Change
Revenue	$200,233,917	$199,788,121	+0.0%
Expenses	$200,588,636	$196,655,663	+0.0%
Net Income	$-354,719	$3,132,458	-1.1%

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

2020

Volunteers

1300

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

$1,561,324

Total Directors

Key Employees

$1,495,932

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMISON J ASHBY	CHAIR - TRUSTEE	6.00	Officer Director	$0	$0	$0
DARREN ROSE - FIRST	VICE CHAIR - TRUSTEE	4.00	Officer Director	$0	$0	$0
BRADLEY N ADAMS - SECOND	VICE CHAIR - TRUSTEE (AS OF 07/24)	4.00	Officer Director	$0	$0	$0
LUANN BANGSUND	TRUSTEE	2.00	Director	$0	$0	$0
JANET BERCKEFELDT	TRUSTEE	4.00	Director	$0	$0	$0
BRADLEY BERG	TRUSTEE	2.00	Director	$0	$0	$0
CAROLE BESWICK	TRUSTEE	2.00	Director	$0	$0	$0
LARRY BURGESS	TRUSTEE	2.00	Director	$0	$0	$0
LISA CANO BURKHEAD	TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM CAHILL	TRUSTEE	2.00	Director	$0	$0	$0
BRUCE CAVARNO	TRUSTEE	2.00	Director	$0	$0	$0
JOE D'ANNA	TRUSTEE	2.00	Director	$0	$0	$0
DAVID P ENZMINGER	TRUSTEE	4.00	Director	$0	$0	$0
SUZANNE FARVER	TRUSTEE (AS OF 07/24)	2.00	Director	$0	$0	$0
WARREN FOX	TRUSTEE (AS OF 07/24)	2.00	Director	$0	$0	$0
JAVIER GARCIA	TRUSTEE	4.00	Director	$0	$0	$0
BECKY CAMPBELL GARNETT	TRUSTEE	2.00	Director	$0	$0	$0
ADAM GOTTLIEB	TRUSTEE	2.00	Director	$0	$0	$0
KEN HALL	TRUSTEE	2.00	Director	$0	$0	$0
DAN HANSON	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT HARRIS	TRUSTEE	4.00	Director	$0	$0	$0
TEENA HOSTOVICH	TRUSTEE	2.00	Director	$0	$0	$0
AFSHIN KATEB	TRUSTEE (AS OF 07/24)	2.00	Director	$0	$0	$0
JEANIE KIM	TRUSTEE (AS OF 07/24)	2.00	Director	$0	$0	$0
KIM STAFFORD KORINKE	TRUSTEE	2.00	Director	$0	$0	$0
GREGORY LIPPE	TRUSTEE (AS OF 07/24)	2.00	Director	$0	$0	$0
ON LU	TRUSTEE	2.00	Director	$0	$0	$0
ELSA LUNA	TRUSTEE	2.00	Director	$0	$0	$0
JACOB MADDEN	TRUSTEE (AS OF 07/24)	2.00	Director	$0	$0	$0
EUGENE MITCHELL	TRUSTEE	2.00	Director	$0	$0	$0
BRIAN MURPHY	TRUSTEE	4.00	Director	$0	$0	$0
SABINE ROBERTSON-PHILLIPS	TRUSTEE (THRU 09/24)	4.00	Director	$0	$0	$0
JAMES SCHROEDER	TRUSTEE (THRU 03/25)	2.00	Director	$0	$0	$0
CANDICE L UNRUH	TRUSTEE	2.00	Director	$0	$0	$0
KRISTA L NEWKIRK	PRESIDENT	70.00	Officer	$601,429	$79,380	$680,809
GRACE CRICKETTE	VP FINANCE	60.00	Officer	$336,857	$20,504	$357,361
ADRIENNE MCCORMICK	PROVOST	60.00	Officer	$275,471	$26,661	$302,132
JEN THOMPSON	CHIEF OF STAFF & GENERAL SECRETARY	60.00	Officer	$195,691	$25,331	$221,022
KEVIN DYERLY	VP ENROLLMENT	55.00	Key Emp	$269,663	$23,217	$292,880
THOMAS HORAN	DEAN, SCHOOL OF BUSINESS	55.00	Key Emp	$263,867	$9,903	$273,770
JED SCHWENDIMAN	VP ADVANCEMENT	55.00	Key Emp	$245,378	$36	$245,414
KIN SEJPAL	CHIEF COMMUNICATIONS OFFICER	55.00	Key Emp	$237,138	$6,929	$244,067
JUSTIN ROSE - DEAN	COLLEGE OF ARTS & SCIENCES	55.00	Key Emp	$239,473	$826	$240,299
NICOL HOWARD - DEAN	SCHOOL OF EDUCATION (THRU 01/25)	55.00	Key Emp	$199,300	$202	$199,502
J CHRISTOPHER JENNINGS	GENERAL COUNSEL	55.00	Highest	$252,536	$25,121	$277,657
AVIJIT SARKAR	PROFESSOR	55.00	Highest	$154,669	$22,149	$176,818
WENDY FARLEY	PROFESSOR	55.00	Highest	$173,802	$0	$173,802
NANCY SVENSON	ASSOC. VP GRAD & ENROLLMENT	55.00	Highest	$166,666	$0	$166,666
MARA WINICK	PROFESSOR	55.00	Highest	$161,700	$1,766	$163,466

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	$200,233,917	$200,588,636	$550,197,139	$-354,719
2024	$199,788,121	$196,655,663	$538,620,588	$3,132,458
2023	$182,744,572	$202,974,077	$518,770,491	$-20,229,505
2022	$222,094,606	$202,572,249	$479,046,855	$19,522,357
2021	$197,431,310	$195,972,540	$515,306,754	$1,458,770
2020	$237,028,037	$222,737,738	$465,502,200	$14,290,299
2019	$210,507,589	$200,820,305	$388,390,780	$9,687,284
2018	$202,723,602	$194,520,461	$372,803,859	$8,203,141

UNIVERSITY OF REDLANDS