FIELDING GRADUATE UNIVERSITY (EIN 952882724) - 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

1974

Legal Domicile

Principal Officer

JOHN L BENNETT

Phone

8058984010

Tax Period

2024-07-01 to 2025-06-30

FIELDING GRADUATE UNIVERSITY, founded in 1974, is a mid-sized nonprofit that reported $28.0M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $27.2M left a modest 3% surplus.

Mission

FIELDING PROVIDES DOCTORAL, MASTER'S AND GRADUATE-LEVEL CERTIFICATE PROGRAMS IN THE FIELDS OF EDUCATIONAL LEADERSHIP, ORGANIZATION DEVELOPMENT, AND PSYCHOLOGY.

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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 $3,315,626

Program Service Revenue $22,163,532

Investment Income $2,503,590

Other Revenue $20,254

TOTAL REVENUE $28,003,002

Expense Breakdown

Grants Paid $1,139,605

Salaries & Benefits $18,410,834

Fundraising Expenses $557,498

Program Expenses $17,480,110

Other Expenses $7,609,252

TOTAL EXPENSES $27,159,691

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,003,002	$23,833,038	+0.2%
Expenses	$27,159,691	$26,070,975	+0.0%
Net Income	$843,311	$-2,237,937	-1.4%

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

305

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

$1,492,640

Total Directors

$276,255

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY GREENE	FACULTY MEMBER & TRUSTEE	2.00	Director	$96,016	$20,333	$116,349
LENNEAL HENDERSON	FACULTY MEMBER & TRUSTEE	2.00	Director	$60,162	$4,655	$64,817
GARY WAGENHEIM TRUSTEE AND	CHAIR OF BOARD	2.00	Officer Director	$0	$0	$0
KARIN BUNNELL TRUSTEE AND	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MICHAEL KLEIN TRUSTEE AND	SECRETARY	2.00	Officer Director	$0	$0	$0
JAY HARDING TRUSTEE AND	TREASURER	2.00	Officer Director	$0	$0	$0
MARIA SANCHEZ	TRUSTEE	2.00	Director	$0	$0	$0
TRACY FISHER	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL ALI	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTIE PRAIRIE CHICKEN	TRUSTEE	2.00	Director	$0	$0	$0
NATASHA MILLER-ZAHN	TRUSTEE	2.00	Director	$0	$0	$0
NICOLA SMITH	FACULTY MEMBER & TRUSTEE	37.50	Director	$88,290	$6,799	$95,089
IVORY TOLDSON	TRUSTEE	2.00	Director	$0	$0	$0
BILL HUFFAKER	TRUSTEE	2.00	Director	$0	$0	$0
DONNA BAILEY	STUDENT TRUSTEE	2.00	Director	$0	$0	$0
STEVEN BOND	STUDENT TRUSTEE	2.00	Director	$0	$0	$0
KAREN S BOGART	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL GOLDSTEIN	TRUSTEE	2.00	Director	$0	$0	$0
ELENA I NICKLASSON	VP OF UNIVERSITY RELATIONS	37.50	Officer	$175,141	$51,486	$226,627
KATHY GELLER	DEAN OF THE FACULTY	37.50	Officer	$136,220	$23,550	$159,770
KATRINA ROGERS	PRESIDENT	37.50	Officer	$326,860	$143,000	$469,860
JUNE KLEIN	VP AND CHIEF FINANCIAL OFFICER	37.50	Officer	$197,560	$13,804	$211,364
ALLISON DAVIS-WHITE EYES	INTERIM PROVOST	37.50	Officer	$121,714	$36,829	$158,543
JOHN L BENNETT	TRUSTEE/PRESIDENT	37.50	Officer	$0	$0	$0
WENDI WILLIAMS	PROVOST (OUTGOING)	37.50	Officer	$240,360	$26,116	$266,476
KATHERINE MCGRAW	ASSOCIATE PROVOST RESEARCH, EXTRAMURAL FUNDING, &	37.50	Highest	$144,560	$50,284	$194,844
ALMA MARTINEZ	ASSOCIATE PROVOST INSTITUTIONAL EFFECTIVENESS & CO	37.50	Highest	$136,300	$51,477	$187,777
KRISTINE JACQUIN	DEAN OF CURRICULUM & INNOVATION	37.50	Highest	$168,100	$26,774	$194,874
DINO FERRARE	VP OF HR & IT	37.50	Highest	$160,532	$25,725	$186,257
CHERJANET LENZY	ASSOCIATE PROVOST FOR STUDENT LIFE	37.50	Highest	$116,920	$13,401	$130,321

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	$28,003,002	$27,159,691	$38,726,654	$843,311
2024	$23,833,038	$26,070,975	$38,541,818	$-2,237,937
2023	$23,651,739	$23,549,101	$39,383,922	$102,638
2022	$28,829,303	$25,112,621	$38,287,622	$3,716,682
2021	$25,475,508	$20,699,896	$38,250,030	$4,775,612
2020	$24,439,838	$22,233,133	$31,092,694	$2,206,705
2019	$23,334,325	$23,212,082	$29,275,467	$122,243
2018	$21,707,576	$21,885,991	$29,101,775	$-178,415

FIELDING GRADUATE UNIVERSITY