PEPPERDINE UNIVERSITY (EIN 951644037) - 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

JAMES A GASH

Phone

8187021364

Tax Period

2023-08-01 to 2024-07-31

PEPPERDINE UNIVERSITY, founded in 1937, is a major nonprofit in the Education sector that reported $705.5M in total revenue in fiscal year 2023. Expenses of $664.7M left a modest 6% surplus.

Mission

PEPPERDINE UNIVERSITY IS A CHRISTIAN UNIVERSITY (CONTINUED SCHEDULE O).

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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 $31,484,848

Program Service Revenue $563,918,646

Investment Income $92,081,374

Other Revenue $17,999,788

TOTAL REVENUE $705,484,656

Expense Breakdown

Grants Paid $151,139,601

Salaries & Benefits $249,636,516

Fundraising Expenses $8,973,422

Program Expenses $514,146,442

Other Expenses $263,499,285

TOTAL EXPENSES $664,734,965

Year-over-Year Comparison

	2023	2022	Change
Revenue	$705,484,656	$699,813,135	+0.0%
Expenses	$664,734,965	$649,440,096	+0.0%
Net Income	$40,749,691	$50,373,039	-0.2%

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

5165

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

$7,885,261

Total Directors

$1,201,549

Key Employees

$3,126,819

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES GASH	PRESIDENT & CEO	40.00	Officer Director	$793,965	$407,584	$1,201,549
DEE ANNA SMITH	CHAIR, REGENT	1.00	Officer Director	$0	$0	$0
FREDERICK RICKER	VICE CHAIR, REGENT	1.00	Officer Director	$0	$0	$0
ALAN BEARD	REGENT	1.00	Director	$0	$0	$0
EDWIN BIGGERS	REGENT THRU 03/24	1.00	Director	$0	$0	$0
DALE BROWN	REGENT	1.00	Director	$0	$0	$0
SHELLE ENSIO	REGENT	1.00	Director	$0	$0	$0
SETH HAYE	REGENT	1.00	Director	$0	$0	$0
JEREMY JOHNSON	REGENT	1.00	Director	$0	$0	$0
PETER JOHNSON JR	REGENT	1.00	Director	$0	$0	$0
DENNIS LEWIS	REGENT	1.00	Director	$0	$0	$0
JOHN LEWIS	ASSISTANT SECRETARY, REGENT	1.00	Officer Director	$0	$0	$0
KIMBERLY LINDLEY	REGENT	1.00	Director	$0	$0	$0
FAYE WILLIAMS CRADDOLPH	REGENT THRU 09/23	1.00	Director	$0	$0	$0
VIRGINIA MILSTEAD	REGENT	1.00	Director	$0	$0	$0
MICHAEL OKABAYASHI	REGENT	1.00	Director	$0	$0	$0
JOHN PLUEGER	REGENT	1.00	Director	$0	$0	$0
STEPHEN STEWART	REGENT	1.00	Director	$0	$0	$0
JAY WELKER	SECRETARY, REGENT	1.00	Officer Director	$0	$0	$0
ERIC WOLFORD	REGENT	1.00	Director	$0	$0	$0
R CHARLES WALKER JR	REGENT	1.00	Director	$0	$0	$0
CICELY SIMPSON	REGENT THRU 06/24	1.00	Director	$0	$0	$0
ANNA MERGELE	REGENT AS OF 06/24	1.00	Director	$0	$0	$0
GARY HANSON	SENIOR EVP	40.00	Officer	$518,684	$68,688	$587,372
DAMON SEAN BURNETT	SVP, INTEGRATED MARKETING & CMO	40.00	Officer	$279,554	$137,391	$416,945
PHIL PHILLIPS	EXEC. VICE PRESIDENT	40.00	Officer	$420,568	$233,641	$654,209
GREG RAMIREZ	CHIEF FINANCIAL OFFICER	40.00	Officer	$383,929	$36,892	$420,821
CONNIE HORTON	VP FOR STUDENT AFFAIRS	40.00	Officer	$199,967	$161,133	$361,100
SARA YOUNG JACKSON	CHANCELLOR	40.00	Officer	$470,952	$55,144	$526,096
SARA COSENTINO	VP FOR ADV & CHIEF DEV OFFICER	40.00	Officer	$356,844	$84,664	$441,508
DANIEL DEWALT	VP & CHIEF OF STAFF	40.00	Officer	$364,776	$66,421	$431,197
LARRY PERRIN	SVP STRATEGIC IMPLEMENTATION	40.00	Officer	$371,354	$68,468	$439,822
NICOLLE TAYLOR	SENIOR VP, COO	40.00	Officer	$356,640	$49,666	$406,306
JERI-ELAYNE GOOSBY SMITH	VP COMM BELONGING & CDO	40.00	Officer	$271,801	$34,963	$306,764
JAY BREWSTER	PROVOST	40.00	Officer	$432,576	$460,255	$892,831
MICHAEL THOMAS	VP, INTEGRATED MARKETING	40.00	Officer	$246,804	$42,782	$289,586
BEN VEENENDAAL	VP PLANNING, OPS & CONST FROM 07/24	40.00	Officer	$210,651	$55,559	$266,210
TIMOTHY SPIVEY	VP SPIRITUAL LIFE FROM 11/23	40.00	Officer	$165,610	$77,335	$242,945
LEE KATS	INTERIM DEAN, SEAVER	40.00	Key Emp	$370,870	$40,533	$411,403
FAYE HOLTON	DIRECTOR OF INVESTMENTS	35.00	Key Emp	$248,721	$44,320	$293,041
JEFFREY ROHDE	CHIEF INVESTMENT OFFICER	40.00	Key Emp	$401,813	$78,755	$480,568
JONATHAN SEE	CHIEF INFORMATION OFFICER	40.00	Key Emp	$242,905	$52,798	$295,703
FARZIN MADJIDI	DEAN, GSEP	40.00	Key Emp	$335,294	$46,856	$382,150
DEBORAH CROWN	DEAN OF PGBS	40.00	Key Emp	$451,779	$27,407	$479,186
LILA MCDOWELL CARLSEN	INTERIM VICE PROVOST & PROFESSOR	40.00	Key Emp	$176,554	$40,009	$216,563
KATELYN CROWE	CONTROLLER	40.00	Key Emp	$219,915	$21,990	$241,905
MICHAEL NICKS	DIRECTOR OF INVESTMENTS	40.00	Key Emp	$249,164	$77,136	$326,300
LORENZO ROMAR	HEAD COACH, BASKETBALL	40.00	Highest	$801,490	$44,083	$845,573
DERYCK JANSE VAN RENSBURG	PROFESSOR, GRAZIADIO BUS SCHOOL	40.00	Highest	$396,428	$85,951	$482,379
EDWARD LARSON	DARLING CHAIR IN LAW & PROF	40.00	Highest	$354,280	$50,328	$404,608
SUKHSIMRANJIT SINGH	MNGING DIR STRAUS INST, PROF	40.00	Highest	$405,225	$46,870	$452,095
KIRON SKINNER	PROFESSOR, SCHOOL OF PUBLIC POLICY	40.00	Highest	$489,171	$33,910	$523,081
RICK GIBSON	SV CHANCELLOR	40.00		$170,603	$145,222	$315,825
MICHAEL FELTNER	DEAN OF COLLEGE OF HEALTH SCIENCE	40.00		$364,196	$84,399	$448,595
DAVID SMITH	SENIOR ASSOCIATE PROVOST	40.00		$298,231	$80,006	$378,237
PAUL CARON	DEAN, CARUSO SCHOOL OF LAW	40.00		$342,929	$197,621	$540,550

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	$705,484,656	$664,734,965	$2,610,614,882	$40,749,691
2023	$699,813,135	$649,440,096	$2,474,830,926	$50,373,039
2022	$719,080,959	$639,625,912	$2,445,970,391	$79,455,047
2021	$724,218,664	$559,572,997	$2,401,385,933	$164,645,667
2020	$580,174,202	$555,422,254	$2,047,744,709	$24,751,948
2019	$543,386,701	$521,304,808	$1,930,853,615	$22,081,893
2018	$520,306,542	$472,196,499	$1,897,654,028	$48,110,043

PEPPERDINE UNIVERSITY