SOKA UNIVERSITY OF AMERICA (EIN 953909672) - 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

1984

Legal Domicile

Principal Officer

EDWARD FEASEL

Phone

9494804000

Tax Period

2024-07-01 to 2025-06-30

SOKA UNIVERSITY OF AMERICA, founded in 1984, is a mid-sized nonprofit in the Education sector that reported $96.9M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $121.3M exceeded revenue, resulting in a 25% operating deficit.

Mission

TO FOSTER A STEADY STREAM OF GLOBAL CITIZENS COMMITTED TO LIVING A CONTRIBUTIVE LIFE. SEE SCH 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 (2024)

Revenue Breakdown

Contributions & Grants $8,768,252

Program Service Revenue $25,880,286

Investment Income $60,721,128

Other Revenue $1,577,453

TOTAL REVENUE $96,947,119

Expense Breakdown

Grants Paid $20,196,576

Salaries & Benefits $37,781,840

Fundraising Expenses $1,555,280

Program Expenses $74,879,106

Other Expenses $63,315,142

TOTAL EXPENSES $121,293,558

Year-over-Year Comparison

	2024	2023	Change
Revenue	$96,947,119	$86,167,359	+0.1%
Expenses	$121,293,558	$111,156,122	+0.1%
Net Income	$-24,346,439	$-24,988,763	0.0%

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

685

Volunteers

103

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

$2,878,342

Total Directors

$91,864

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
YOSHIKI TANIGAWA	TRUSTEE, SOKA GAKKAI	1.00	Director	$0	$0	$91,864
STEPHEN S DUNHAM JD	TRUSTEE-CHAIR	1.00	Officer Director	$0	$0	$0
TARIQ HASAN PHD	TRUSTEE-VICE CHAIR	1.00	Officer Director	$0	$0	$0
MATILDA BUCK	TRUSTEE	1.00	Director	$0	$0	$0
LAWRENCE E CARTER SR PHD	TRUSTEE	1.00	Director	$0	$0	$0
CLOTHILDE V HEWLETT JD	TRUSTEE	1.00	Director	$0	$0	$0
LARRY A HICKMAN PHD	TRUSTEE	1.00	Director	$0	$0	$0
KRIS D KNUDSEN JD	TRUSTEE	1.00	Director	$0	$0	$0
KAREN K LEWIS PHD	TRUSTEE	1.00	Director	$0	$0	$0
LUIS NIEVES	TRUSTEE	1.00	Director	$0	$0	$0
GENE O'CONNELL RN MS	TRUSTEE	1.00	Director	$0	$0	$0
JASON GOULAH PHD	TRUSTEE	1.00	Director	$0	$0	$0
ANDREA BARTOLI PHD	TRUSTEE	1.00	Director	$0	$0	$0
ADIN STRAUSS CFA	TRUSTEE	1.00	Director	$0	$0	$0
ANDY FIROVED	TRUSTEE	1.00	Director	$0	$0	$0
EDWARD FEASEL	PRESIDENT/PROF OF ECONOMICS	40.00	Officer	$554,000	$77,722	$631,722
ARCHIBALD E ASAWA EVP	FIN & ADM/CFO/CHIEF INVEST OFFCR	40.00	Officer	$367,224	$43,813	$411,037
MICHAEL WEINER	EVP OF ACADEMIC AFFAIRS	40.00	Officer	$277,750	$71,340	$349,090
TOMOKO TAKAHASHI VP INST'L	RES & ASSMT/DEAN GRADUATE SCHOOL	40.00	Officer	$299,767	$35,315	$335,082
KATHERINE STAPCHUK	EVP UNIVERSITY COMMUNITY, CHRO	40.00	Officer	$258,308	$36,709	$295,017
BRYAN PENPRASE VP OF	SPONSORED RES/EXTERNAL ACADEMIC RELATIONS	40.00	Officer	$197,467	$48,434	$245,901
DAVID WELCH	VP AND UNIVERSITY COUNSEL	40.00	Officer	$205,994	$22,296	$228,290
DAVID M NAKABAYASHI	CONTROLLER & ASST TREASURER	40.00	Officer	$186,513	$22,609	$209,122
HIROKI SAKAI	CORP SECRETARY	40.00	Officer	$154,291	$18,790	$173,081
ROBERT ALLINSON	PROFESSOR OF PHILOSOPHY	40.00	Highest	$199,066	$241,150	$440,216
ROBERT HAMERSLEY	DEAN OF FACULTY	40.00	Highest	$241,347	$48,974	$290,321
JOHN MIN	DIRECTOR OF INFORMATION TECHNOLOGY	40.00	Highest	$199,380	$54,928	$254,308
JAMES MEROD	PROFESSOR OF AMERICAN LITERATURE	40.00	Highest	$195,993	$45,725	$241,718
ANDREW WOOLSEY	DEAN OF ENROLLMENT SERVICES	40.00	Highest	$190,254	$21,304	$211,558
KEVIN MONCRIEF FORMER EXEC	DIRECTOR, A. YOUNG DIALOGUE LAB	40.00		$160,261	$19,263	$179,524

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	$96,947,119	$121,293,558	$1,938,168,209	$-24,346,439
2024	No data	No data	No data	No data
2023	$40,173,782	$103,480,534	$1,786,852,619	$-63,306,752
2022	$104,842,557	$93,230,988	$1,757,985,663	$11,611,569
2021	$62,118,050	$76,584,113	$1,933,834,260	$-14,466,063
2019	$48,746,196	$79,593,938	$1,676,808,669	$-30,847,742
2018	$157,851,255	$77,389,005	$1,668,840,643	$80,462,250

SOKA UNIVERSITY OF AMERICA