CHANCELLOR MASTERS & SCHOLARS OF THE UNIVERSITY OF OXFORD (EIN 986001062) - 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

1096

Principal Officer

Professor Irene Tracey

Tax Period

2023-08-01 to 2024-07-31

CHANCELLOR MASTERS & SCHOLARS OF THE UNIVERSITY OF OXFORD, founded in 1096, is a large national nonprofit that reported $3.6B in total revenue in fiscal year 2023. The organization ran a surplus of $981.8M, a strong 27% operating margin.

Mission

The principal objects of the University are the advancement of learning by teaching and research and its dissemination by every means. We work as one Oxford bringing together our staff, students and alumni, our colleges, faculties, departments and divisions to provide world-class research, education and academic and educational publishing. We do this in ways which benefit society on a local, national and global scale. We build on the University's long-standing traditions of independent scholarship and academic freedom while fostering a culture in which innovation and collaboration play an important role. We are committed to equality of opportunity and to engendering inclusivity. We believe that diverse staff and students strengthen our research and enhance our students' learning.

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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 $1,143,957,854

Program Service Revenue $2,115,459,195

Investment Income $226,991,696

Other Revenue $143,114,058

TOTAL REVENUE $3,629,522,803

Expense Breakdown

Grants Paid $169,318,844

Salaries & Benefits $881,166,694

Fundraising Expenses $17,846,142

Program Expenses $2,565,826,563

Other Expenses $1,597,218,151

TOTAL EXPENSES $2,647,703,689

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,629,522,803	$3,422,082,921	+0.1%
Expenses	$2,647,703,689	$3,178,771,124	-0.2%
Net Income	$981,819,114	$243,311,797	+3.0%

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

N/A

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

$3,163,587

Total Directors

$2,045,879

Key Employees

$2,733,808

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Nigel Portwood	Chief Executive of Oxford University Press	40	Key Emp	$1,703,474	$0	$1,703,474
Tim Fulton	OUP - Chief Transformation Officer	40	Highest	$1,038,834	$0	$1,039,548
Fathima Dada	OUP - Managing Director - Education	40	Highest	$1,010,169	$0	$1,018,726
David Clark	OUP - Managing Director - Academic	40	Highest	$913,791	$0	$922,348
Giles Spackman	Group Finance Director, OUP	40	Key Emp	$750,116	$0	$750,116
Professor Soumitra Dutta	Dean and Professor of Management, SBS	40	Highest	$545,191	$0	$647,371
Professor Irene Tracey	Vice-Chancellor	40	Officer Director	$516,942	$0	$611,543
Professor Louise Richardson	Former Vice-Chancellor	0		$585,709	$0	$585,709
Professor Andrew Stephen	Dep Dean - Faculty & Research, SBS	40	Highest	$509,285	$0	$581,972
Professor Gavin Screaton	Head of the Medical Sciences Division	40	Director	$408,894	$0	$458,120
Simon Boddie	Chief Financial Officer	40	Officer	$340,745	$0	$381,634
Professor David Gann	Pro Vice Chancellor with portfolio	40	Officer	$339,770	$0	$380,569
Dr David Prout	Pro Vice Chancellor with portfolio	40	Officer	$306,671	$0	$343,471
Gill Aitken	Registrar	40	Officer	$293,040	$0	$328,205
Professor Chas Bountra	Pro Vice Chancellor with portfolio	40	Officer	$257,852	$0	$298,008
Professor Anne Trefethen	Pro Vice Chancellor with portfolio	40	Officer	$231,706	$0	$281,755
Mr Richard Ovenden	Bodley's Librarian & Head of GLAM	40	Key Emp	$241,618	$0	$280,218
Professor Patrick Grant	Pro Vice Chancellor with portfolio	40	Officer Director	$224,130	$0	$272,300
Professor Martin Williams	Pro Vice Chancellor with portfolio	40	Officer	$224,930	$0	$266,102
Professor Timothy Power	Head of the Social Sciences Division	40	Director	$198,542	$0	$241,230
Professor Daniel Grimley	Head of the Humanities Division	40	Director	$198,210	$0	$240,898
Professor Sam Howison	Head of MPLS (to Sep 23)	40	Director	$187,529	$0	$221,788
Professor Patricia Daley	Council Member	5	Director	$0	$0	$0
Professor Jane Mellor	Senior Proctor (to Mar 23)	5	Director	$0	$0	$0
Dr Linda Flores	Junior Proctor (to Mar 23)	5	Director	$0	$0	$0
Dr Kathryn Murphy	Senior Proctor (from Mar 23)	5	Director	$0	$0	$0
Professor David Kirk	Junior Proctor (from Mar 23)	5	Director	$0	$0	$0
Dr Richard Earl	Assessor (to Mar 23)	5	Director	$0	$0	$0
Professor Joseph Conlon	Assessor (from Mar 23)	5	Director	$0	$0	$0
Baroness Jan Royall	Chair of the Conference of Colleges (to Sep 23)	5	Director	$0	$0	$0
Dame Helen Ghosh	Chair of the Conference of Colleges (from Oct 23)	5	Director	$0	$0	$0
Mr Tom Fletcher	Council Member	5	Director	$0	$0	$0
Professor Kia Nobre	Council Member (to Sep 23)	5	Director	$0	$0	$0
Fra John Eidinow	Council Member (to Sep 23)	5	Director	$0	$0	$0
Professor Diego Sanchez-Ancochea	Council Member	5	Director	$0	$0	$0
Professor Richard Hobbs	Council Member	5	Director	$0	$0	$0
Professor Sir Rory Collins	Council Member	5	Director	$0	$0	$0
Professor Alex Schekochihin	Council Member	5	Director	$0	$0	$0
Professor Nandini Gooptu	Council Member	5	Director	$0	$0	$0
Professor Proochista Ariana	Council Member	5	Director	$0	$0	$0
Professor Sir Charles Godfray	Council Member	5	Director	$0	$0	$0
Professor Cecile Fabre	Council Member	5	Director	$0	$0	$0
Professor Krina Zondervan	Council Member (from Oct 23)	5	Director	$0	$0	$0
Professor Sam Wolfe	Council Member (from Oct 23)	5	Director	$0	$0	$0
Ms Sharmila Nebhrajani	Council Member	5	Director	$0	$0	$0
Ms Wendy Becker	Council Member	5	Director	$0	$0	$0
Sir Chris Deverell	Council Member	5	Director	$0	$0	$0
Mr Charles Harman	Council Member	5	Director	$0	$0	$0
Mr Nicholas Kroll	Council Member	5	Director	$0	$0	$0

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	$3,629,522,803	$2,647,703,689	$11,256,440,917	$981,819,114
2023	$3,422,082,921	$3,178,771,124	$10,422,011,962	$243,311,797
2022	$3,135,411,955	$2,854,250,528	$10,000,458,945	$281,161,427
2021	$3,128,060,530	$3,015,499,632	$10,924,685,600	$112,560,898
2020	$3,017,540,114	$2,515,327,630	$9,136,943,444	$502,212,484
2019	$2,711,005,963	$2,901,742,647	$7,979,331,896	$-190,736,684
2018	$2,636,047,096	$2,616,594,585	$8,100,591,829	$19,452,511

CHANCELLOR MASTERS & SCHOLARS OF THE UNIVERSITY OF OXFORD