WHITTIER COLLEGE (EIN 951644048) - 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

1901

Legal Domicile

Principal Officer

Dave Houser

Tax Period

2022-07-01 to 2023-06-30

WHITTIER COLLEGE, founded in 1901, is a mid-sized nonprofit in the Education sector that reported $76.2M in total revenue in fiscal year 2022. Revenue decreased 13% compared to the prior year. Expenses of $91.1M exceeded revenue, resulting in a 20% operating deficit.

Mission

Whittier College is a residential four-year liberal arts institution that prepares students from diverse backgrounds to excel in a complex global society. Through challenging, interactive courses, taught by accomplished professors, students learn to make connections across disciplines, understand cultural perspectives, and integrate learning with practical application. Inspired by a Quaker heritage, the Whittier education equips students to be active citizens and effective communicators who embrace diversity and act with integrity.

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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 (2022)

Revenue Breakdown

Contributions & Grants $4,583,415

Program Service Revenue $68,492,263

Investment Income $3,403,574

Other Revenue $-235,693

TOTAL REVENUE $76,243,559

Expense Breakdown

Grants Paid $30,224,423

Salaries & Benefits $32,902,250

Fundraising Expenses $1,450,698

Program Expenses $75,327,497

Other Expenses $27,994,495

TOTAL EXPENSES $91,121,168

Year-over-Year Comparison

	2022	2021	Change
Revenue	$76,243,559	$87,639,605	-0.1%
Expenses	$91,121,168	$95,172,879	0.0%
Net Income	$-14,877,609	$-7,533,274	+1.0%

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

1127

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

$1,341,334

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Linda Oubre	President	40.00	Officer	$345,232	$17,167	$362,399
James Dunkelman	VP Fin & Admin	40.00	Officer	$230,646	$25,853	$256,499
Timothy Anderson	VP In & New Ven	40.00	Officer	$232,104	$19,725	$251,829
Cynthia Joseph	VP & ChiefAdmin	40.00	Officer	$187,574	$19,711	$207,285
Sal Johnston	VP of AcadAffai	40.00	Officer	$183,540	$19,435	$202,975
Raymond Smith	Senior Administrat	40.00		$157,024	$26,343	$183,367
Troy Greenup	Senior Administrat	40.00		$140,485	$30,566	$171,051
Kay Sanders	Executive	40.00		$146,833	$21,965	$168,798
Michael McBridge	Faculty	40.00		$148,879	$19,892	$168,771
David Muller	Faculty	40.00		$138,330	$18,352	$156,682
David Houser	Interim VP/CFO	40.00	Officer	$55,776	$4,571	$60,347
Ron Gastelum	Chairman	1.00	Director	$0	$0	$0
Tim Yamauchi	Treasurer	1.00	Director	$0	$0	$0
Yvonne Romero Da Silva	Secretary	1.00	Director	$0	$0	$0
Harold E Allen	Trustee	1.00	Director	$0	$0	$0
Fred D Anderson	Trustee	1.00	Director	$0	$0	$0
Christina Bouchet	Trustee	1.00	Director	$0	$0	$0
Michael Brown	Trustee	1.00	Director	$0	$0	$0
Erin Clancy	Trustee	1.00	Director	$0	$0	$0
Richard L Gilchrist	Trustee	1.00	Director	$0	$0	$0
Yukiyasu Hayashi	Trustee	1.00	Director	$0	$0	$0
Jascha Kaykas-Wolf	Trustee	1.00	Director	$0	$0	$0
Matt Knight	Trustee	1.00	Director	$0	$0	$0
Richard Lichtenstein	Trustee	1.00	Director	$0	$0	$0
Alan H Lund	Trustee	1.00	Director	$0	$0	$0
Meghan Morrissey	Trustee	1.00	Director	$0	$0	$0
Francisco C Rodriguez	Trustee	1.00	Director	$0	$0	$0
Miguel A Santana	Trustee	1.00	Director	$0	$0	$0
Vincent Vigil	Trustee	1.00	Director	$0	$0	$0
Stephanie Wiggins	Trustee	1.00	Director	$0	$0	$0
Kenya P Williams	Trustee	1.00	Director	$0	$0	$0

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	No data	No data	No data	No data
2023	$76,243,559	$91,121,168	$272,556,828	$-14,877,609
2022	$87,639,605	$95,172,879	$294,267,600	$-7,533,274
2021	$96,024,170	$90,171,226	$322,047,237	$5,852,944
2020	$112,383,790	$112,624,290	$282,882,820	$-240,500
2019	$115,114,005	$112,908,574	$295,571,505	$2,205,431

WHITTIER COLLEGE