VANGUARD UNIVERSITY OF SO CAL (EIN 956002998) - 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

1920

Legal Domicile

Principal Officer

MICHAEL BEALS

Phone

7145563610

Tax Period

2024-07-01 to 2025-06-30

VANGUARD UNIVERSITY OF SO CAL, founded in 1920, is a mid-sized nonprofit in the Education sector that reported $97.6M in total revenue in fiscal year 2024.

Mission

TO PURSUE KNOWLEDGE, CULTIVATE CHARACTER, DEEPEN FAITH, AND EQUIP EACH STUDENT FOR A SPIRIT-EMPOWERED LIFE OF CHRIST-CENTERED LEADERSHIP AND SERVICE.

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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 $8,587,136

Program Service Revenue $88,148,831

Investment Income $431,108

Other Revenue $478,661

TOTAL REVENUE $97,645,736

Expense Breakdown

Grants Paid $36,653,551

Salaries & Benefits $32,446,032

Fundraising Expenses $729,154

Program Expenses $75,451,410

Other Expenses $27,718,533

TOTAL EXPENSES $96,818,116

Year-over-Year Comparison

	2024	2023	Change
Revenue	$97,645,736	$92,602,207	+0.1%
Expenses	$96,818,116	$94,386,911	+0.0%
Net Income	$827,620	$-1,784,704	-1.5%

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

1043

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

$1,027,467

Total Directors

$432,286

Key Employees

$230,147

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEALS MICHAEL	PRESIDENT	40.00	Officer Director	$299,933	$128,753	$428,686
DE LEON JR DANIEL	CORPORATE/BOARD SECRETARY	1.00	Officer Director	$3,600	$0	$3,600
GREEN DOUG	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
HEATH CINDEE	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHOI TONY	TRUSTEE	1.00	Director	$0	$0	$0
COWIE LETTIE	TRUSTEE	1.00	Director	$0	$0	$0
FRENN CINDEE	TRUSTEE	1.00	Director	$0	$0	$0
GONZALES NATHAN	TRUSTEE (THRU 11/24)	1.00	Director	$0	$0	$0
GUERRA RICH	TRUSTEE	1.00	Director	$0	$0	$0
KASPER KENDALL	TRUSTEE	1.00	Director	$0	$0	$0
KLAUS BYRON	TRUSTEE EMERITUS	1.00	Director	$0	$0	$0
LIVINGSTON BONNIE	TRUSTEE	1.00	Director	$0	$0	$0
MOTSKE JEFF	TRUSTEE	1.00	Director	$0	$0	$0
NORMAN MICHELLE	TRUSTEE	1.00	Director	$0	$0	$0
ODDO DAVID	TRUSTEE	1.00	Director	$0	$0	$0
OQUIST DALE	TRUSTEE	1.00	Director	$0	$0	$0
PEUGH JIM	TRUSTEE	1.00	Director	$0	$0	$0
REDIGER DONN	TRUSTEE EMERITUS	1.00	Director	$0	$0	$0
ROBINETTE PHIL	TRUSTEE EMERITUS	1.00	Director	$0	$0	$0
SWEANY MELINDA	TRUSTEE	1.00	Director	$0	$0	$0
TENNISON DON ALLEN	TRUSTEE	1.00	Director	$0	$0	$0
VINSON STEVE	TRUSTEE	1.00	Director	$0	$0	$0
WALLACE DONNA K	TRUSTEE	1.00	Director	$0	$0	$0
WONDERCHECK DEBORA	TRUSTEE	1.00	Director	$0	$0	$0
PEARLMAN MICHAEL	CHIEF FINANCIAL OFFICER	40.00	Officer	$153,255	$26,777	$180,032
MOSER JEREMY	CHIEF FINANCIAL OFFICER (THRU 8/24)	40.00	Officer	$83,679	$97,611	$181,290
HARTWIG RYAN	VP FOR ACADEMIC AFFAIRS/PROVOST	40.00	Officer	$71,580	$162,279	$233,859
JOHNSON KIMBERLY	VP FOR ENROLLMENT MANAGEMENT	40.00	Key Emp	$230,147	$0	$230,147
LEBRECHT AMANDA	VP FOR STUDENT DEVELOPMENT	40.00	Highest	$155,290	$23,034	$178,324
MCINTEE JUSTIN	VP FOR UNIVERSITY ADVANCEMENT	40.00	Highest	$152,838	$104,649	$257,487
SHURANCE MICHAEL ASSOCIATE	VP FOR GPE STRATEGY AND ENROLLMENT	40.00	Highest	$148,988	$34,512	$183,500
ESPINOZA REGINALDO	DEAN OF STRATEGY AND INNOVATION	40.00	Highest	$147,957	$37,735	$185,692
BUSSELL JEFFREY	DIRECTOR OF ATHLETICS	40.00	Highest	$138,982	$0	$138,982

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	$97,645,736	$96,818,116	$119,604,674	$827,620
2024	$92,602,207	$94,386,911	$115,063,563	$-1,784,704
2023	$94,808,954	$93,107,951	$106,648,125	$1,701,003
2022	$100,209,320	$89,215,821	$99,884,294	$10,993,499
2021	$83,351,301	$81,423,004	$81,753,319	$1,928,297
2020	$79,608,373	$77,015,187	$87,027,770	$2,593,186
2019	$73,614,816	$70,993,665	$56,355,664	$2,621,151
2018	$71,522,990	$67,260,518	$51,281,292	$4,262,472

VANGUARD UNIVERSITY OF SO CAL