UNIVERSITY OF SAN DIEGO (EIN 952544535) - 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

1949

Legal Domicile

Principal Officer

KATHRYN ROIG

Phone

6192604600

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF SAN DIEGO, founded in 1949, is a major nonprofit that reported $741.2M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $653.1M left a modest 12% surplus.

Mission

POST SECONDARY 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 (2024)

Revenue Breakdown

Contributions & Grants $138,774,822

Program Service Revenue $534,478,197

Investment Income $56,920,102

Other Revenue $11,012,647

TOTAL REVENUE $741,185,768

Expense Breakdown

Grants Paid $200,201,181

Salaries & Benefits $290,063,910

Fundraising Expenses $12,048,074

Program Expenses $523,452,829

Other Expenses $162,819,074

TOTAL EXPENSES $653,084,165

Year-over-Year Comparison

	2024	2023	Change
Revenue	$741,185,768	$622,209,265	+0.2%
Expenses	$653,084,165	$608,615,992	+0.1%
Net Income	$88,101,603	$13,593,273	+5.5%

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

6138

Volunteers

796

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

$5,324,990

Total Directors

$1,700,258

Key Employees

$3,020,914

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES T HARRIS III	PRESIDENT & TRUSTEE	40.00	Officer Director	$1,092,808	$589,383	$1,682,191
TOM LUPFER	TREASURER	1.00	Officer Director	$13,990	$0	$13,990
VIRGINIA C NELSON	VICE CHAIR	1.00	Officer Director	$4,077	$0	$4,077
THOMAS F MULVANEY	CHAIR	1.00	Officer Director	$0	$0	$0
KIMBERLY M KORO	SECRETARY	1.00	Officer Director	$0	$0	$0
REVEREND P RUBEN ARCEO	TRUSTEE	1.00	Director	$0	$0	$0
JON BALOUSEK	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS BREITLING	TRUSTEE	1.00	Director	$0	$0	$0
KIM BUSCH	TRUSTEE	1.00	Director	$0	$0	$0
JACQUELINE DUPONT CARLSON	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS CARR	TRUSTEE	1.00	Director	$0	$0	$0
CURTIS S CHAMBERS	TRUSTEE	1.00	Director	$0	$0	$0
SISTER SUZANNE COOKE	TRUSTEE	1.00	Director	$0	$0	$0
SUE CUNNINGHAM	TRUSTEE	1.00	Director	$0	$0	$0
LEANDRO A FESTINO	TRUSTEE	1.00	Director	$0	$0	$0
JOHN D FRAGER	TRUSTEE	1.00	Director	$0	$0	$0
DAVID F HALE	TRUSTEE	1.00	Director	$0	$0	$0
MARINA HERNANDEZ	TRUSTEE	1.00	Director	$0	$0	$0
LAURIE C KELLEY	TRUSTEE	1.00	Director	$0	$0	$0
DONALD R KNAUSS	TRUSTEE	1.00	Director	$0	$0	$0
ANN MARIE KREJCAREK	TRUSTEE	1.00	Director	$0	$0	$0
LISA BICKER MARTIN	TRUSTEE	1.00	Director	$0	$0	$0
REVEREND PETER MCGUINE	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL A PERSALL	TRUSTEE	1.00	Director	$0	$0	$0
PAUL M PURCELL	TRUSTEE	1.00	Director	$0	$0	$0
SANDRO SALSANO	TRUSTEE	1.00	Director	$0	$0	$0
ALAN SCHULMAN	TRUSTEE	1.00	Director	$0	$0	$0
TIMOTHY SCOTT	TRUSTEE	1.00	Director	$0	$0	$0
DARLENE MARCOS SHILEY	TRUSTEE	1.00	Director	$0	$0	$0
GAIL BAKER MCCARTY	SENIOR VICE PRESIDENT & PROVOST	40.00	Officer	$568,284	$36,797	$605,081
RICHARD VIRGIN	VP, UNIVERSITY ADVANCEMENT	40.00	Officer	$535,691	$92,245	$627,936
KATHRYN ROIG	VICE PRESIDENT FOR FINANCE & CFO	40.00	Officer	$519,452	$92,309	$611,761
KY SNYDER	VP, UNIVERSITY OPERATIONS	40.00	Officer	$504,488	$83,904	$588,392
CHARLOTTE JOHNSON	VICE PRESIDENT, STUDENT AFFAIRS	40.00	Officer	$419,334	$55,306	$474,640
ANDREW T ALLEN FORMER	VP, INSTITUTIONAL EFFECTIVENESS	40.00	Officer	$366,734	$44,936	$411,670
MICHAEL LOVETTE COYLER	VICE PRESIDENT, MISSION INTEGRATION	40.00	Officer	$270,488	$34,764	$305,252
ROBERT SHAPIRO	DEAN, SCHOOL OF LAW	40.00	Key Emp	$504,837	$36,835	$541,672
CHELL A ROBERTS DEAN	SHILEY MARCOS SCHOOL OF ENGINEERING	40.00	Key Emp	$438,581	$44,162	$482,743
KIMBERLY WHITE SMITH	DEAN, SCHOOL OF LEADERSHIP	40.00	Key Emp	$374,582	$45,776	$420,358
NOELLE NORTON DEAN	COLLEGE OF ARTS AND SCIENCES	40.00	Key Emp	$342,792	$50,736	$393,528
PATRICIA MARQUEZ FORMER DEAN	KROC SCHOOL OF PEACE STUDIES	40.00	Key Emp	$292,590	$45,883	$338,473
JANE GEORGES	DEAN, SCHOOL OF NURSING	40.00	Key Emp	$271,384	$33,240	$304,624
TIMOTHY KEANE FORMER	DEAN, KNAUSS SCHOOL OF BUSINESS	40.00	Key Emp	$244,283	$31,432	$275,715
THERESA BYRD	DEAN, COPLEY LIBRARY	40.00	Key Emp	$233,774	$30,027	$263,801
STEVEN LAVIN	HEAD COACH, MEN'S BASKETBALL	40.00	Highest	$858,764	$45,565	$904,329
THOMAS SKINNER	GENERAL COUNSEL	40.00	Highest	$432,076	$60,433	$492,509
STEVEN SMITH	FACULTY, SCHOOL OF LAW	40.00	Highest	$365,114	$31,876	$396,990
MARKO SVETINA DEPARTMENT	CHAIR OF FINANCE AND REAL ESTATE	40.00	Highest	$348,715	$19,761	$368,476
ROY BROOKS	PROFFESSOR OF LAW	40.00	Highest	$327,417	$28,826	$356,243
REV MSGR DANIEL J DILLABOUGH	FORMER VP, MISSION AND MINISTRY	40.00		$135,364	$21,516	$156,880
CARMEN M VAZQUEZ	FORMER VP, STUDENT AFFAIRS	40.00		$112,817	$11,613	$124,430
STEPHEN FERRUOLO	FORMER DEAN, SCHOOL OF LAW	40.00		$324,611	$45,989	$370,600
JAIME ALONSO GOMEZ	FORMER DEAN, SCHOOL OF BUSINESS	40.00		$240,484	$20,152	$260,636
WILLIAM MCGILLIS FORMER ASSOC	VP & EXEC DIRECTOR OR ATHLETICS	40.00		$365,464	$0	$365,464

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	$741,185,768	$653,084,165	$1,915,674,606	$88,101,603
2024	No data	No data	No data	No data
2023	$554,548,971	$563,765,452	$1,767,903,401	$-9,216,481
2022	$586,050,045	$520,081,186	$1,759,669,989	$65,968,859
2021	$509,708,958	$463,007,341	$1,729,508,375	$46,701,617
2020	$520,612,377	$495,729,961	$1,513,056,957	$24,882,416
2019	$523,110,583	$476,146,010	$1,440,789,128	$46,964,573
2018	$518,045,159	$450,620,007	$1,379,830,511	$67,425,152

UNIVERSITY OF SAN DIEGO