Southwestern Adventist University
Nonprofit profile at a glance
- EIN
- 750891465
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Keene, TX, USA
- Phone
- 8172026315
- Rating
- 71
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Affiliation
- Christianity
Reported finances
- Revenue
- $30,576,637
- Expenses
- $27,023,885
- Assets
- $79,480,261
- Liabilities
- $2,133,152
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
31 people listed
Executive titles in this filing
- Ana Pattterson (President)
- Marcel Sargeant (Vice President for Instituational Research& Effectiveness)
Highest reported compensation
- Ana Pattterson (President): $148,237 total reported compensation
- Ronald M Wehtje (VP for Financial Administration/Interim CFO): $140,000 total reported compensation
- Donna Berkner (Academic Dean): $120,413 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The mission of Southwestern Adventist University is to offer quality higher education in a Christ centered enviroment.
What it reported doing in 2024
Adult Education Programs: Distance Learning and Adult Degree
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 57% for direct work, and 43% for grants.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 47
- Transparency & Controls: 94
- Accountability: 78
- Sustainability: 75
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 46.6%; rating input score 47
- Program expense ratio: 43.5%; rating input score 43
- Fundraising efficiency: $23.38 raised per $1 spent on fundraising; rating input score 61; 61st percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 92.9%; rating input score 93; 25th percentile among comparable filings
- Governance controls: 5 of 9 controls in place; rating input score 56
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Pass
- CEO compensation review process: Fail
- Other executive compensation review process: Fail
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 11.6%; rating input score 71; 71st percentile among comparable filings
- Total-asset coverage ratio: 2.94; rating input score 74; 74th percentile among comparable filings
- Liabilities to assets ratio: 0.03; rating input score 88; 88th percentile among comparable filings
- Officer compensation ratio: 2%; rating input score 77; 77th percentile among comparable filings
Growth
- Program expense growth: 3.7% per year; rating input score 100; 31st percentile among comparable filings
- Revenue growth: 3.3% per year; rating input score 100; 28th percentile among comparable filings
- Asset growth: 7.6% per year; rating input score 100; 52nd percentile among comparable filings
Details
- Where the money goes: 46.6% of revenue deployed · 43.5% of spending went to programs
- Governance: 26 of 28 board members independent · 5 of 9 filing controls reported
- Programs: 3 filed program accomplishments · $11.7M in reported program spending
- Leadership: top reported pay $148K · 31 people listed
- Consistency: 44 of 44 current checks pass
- Schedules: 8 filed schedules · includes major donors and grants
- Filing history: 15 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 4 filed money-flow records
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- Moderate — Financial Efficiency: Mission deployment rate scored 47/100.
- Moderate — Financial Efficiency: Program expense ratio scored 43/100.
- Review — Accountability: Governance controls: 4 of 9 not reported.
- High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.