MARYMOUNT CALIFORNIA UNIVERSITY (EIN 952113260) - 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

1948

Legal Domicile

Principal Officer

BRIAN MARCOTTE

Phone

3105446556

Tax Period

2023-07-01 to 2024-01-31

MARYMOUNT CALIFORNIA UNIVERSITY, founded in 1948, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2023. Revenue fell 96% from the prior year — a significant decline worth monitoring. Expenses of $53.9M exceeded revenue, resulting in a 3261% operating deficit.

Mission

MARYMOUNT CALIFORNIA UNIVERSITY IS A CATHOLIC INSTITUTION THAT WELCOMES STUDENTS OF ALL FAITHS AND BACKGROUNDS INTO A QUALITY, VALUES-BASED EDUCATION.

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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 $0

Program Service Revenue $0

Investment Income $1,603,367

Other Revenue $620

TOTAL REVENUE $1,603,987

Expense Breakdown

Grants Paid $53,265,273

Salaries & Benefits $485,083

Fundraising Expenses $0

Program Expenses $53,265,273

Other Expenses $164,194

TOTAL EXPENSES $53,914,550

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,603,987	$38,977,537	-1.0%
Expenses	$53,914,550	$9,356,723	+4.8%
Net Income	$-52,310,563	$29,620,814	-2.8%

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

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

$497,842

Total Directors

$236,548

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN MARCOTTE	PRESIDENT	40.00	Officer Director	$236,548	$0	$236,548
BRET JOHNSEN	CHAIR	1.00	Director	$0	$0	$0
RICK EDLER	VICE CHAIR	1.00	Director	$0	$0	$0
SR ANTOINE-MARIE BAURIER	SECRETARY	1.00	Director	$0	$0	$0
CAROLINE SAYERS	CHAIR, ADMISSIONS, RETENTION, S.A.	1.00	Director	$0	$0	$0
DR SUE SOLDOFF	DEVELOPMENT CHAIR	1.00	Director	$0	$0	$0
CHRISTOPHER WARMUTH	AUDIT COMMITTEE CHAIR	1.00	Director	$0	$0	$0
RANDY BOWERS	FINANCE COMMITTEE CHAIR	1.00	Director	$0	$0	$0
FR MARK VILLANO	TRUSTEE	1.00	Director	$0	$0	$0
HON JOSE H GOMEZ	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD ANDERSON	CHIEF FINANCIAL OFFICER	40.00	Officer	$261,294	$0	$261,294
KAREN THORDARSON	DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$148,269	$0	$148,269
MONTE SCHMEISER	DIRECTOR OF OPERATIONS	40.00	Highest	$124,616	$0	$124,616
SUSAN AMALFITANO	HR/PAYROLL GENERALIST	40.00	Highest	$100,940	$0	$100,940

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	$1,603,987	$53,914,550	No data	$-52,310,563
2023	$38,977,537	$9,356,723	$52,856,479	$29,620,814
2022	$23,775,828	$31,092,697	$30,642,938	$-7,316,869
2021	$26,961,567	$27,721,856	$39,909,851	$-760,289
2020	$27,094,022	$30,211,674	$44,710,924	$-3,117,652
2019	$31,725,774	$32,845,898	$42,894,249	$-1,120,124

MARYMOUNT CALIFORNIA UNIVERSITY