EMORY & HENRY UNIVERSITY Charity Report

Public IRS 990 nonprofit record

EMORY & HENRY UNIVERSITY

EIN 54-0505892 · Education (B420)

What they do

WITH A MISSION STATEMENT FOUNDED UPON "INCREASE IN EXCELLENCE", THE UNIVERSITY is CONSISTENTLY RANKED AMONG THE NATIONS BEST PRIVATE LIBERAL ARTS INSTITUTIONS. EMORY & HENRY UNIVERSITY is AMONG THE TOP 40 INSTITUIONS IN THE NATION THAT TRANSFORMS STUDENTS LIVES. AS NOTED IN ONE of THE NATIONS BEST SELLING COLLEGE GUIDE BOOKS, "VIRGINIA HAS NO SHORTAGE of FAMILIAR SCHOOLS WITH ROBUST REPUTATIONS. BUT EMORY & HENRY DOES THE FINEST JOB of THEM ALL PRODUCING CONTRIBUTORS to SOCIETY" (OSWOLS, COLLEGES THAT CHANGE LIVES). AMONG OTHER TOP RANKINGS, THE INSTITUTION is RECOGNIZED for ITS SERVICE to COMMUNITIES and RECEIVED TOP TIER RECOGNITION IN THE WASHINGTON MONTHLY, US NEWS and WORLD REPORT, NEWSWEEK and MANY OTHER PUBLICATIONS. MOST RECENTLY, IT WAS NAMED A TOP 25 RURAL COLLEGE IN THE NATION BY COLLEGE RAPTOR.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $86.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders39 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

87.45%of revenue went to mission work86.6% of expenses · Program services

1.28%of revenue went to fundraising1.3% of expenses

$101.04spent for every $100 of revenueSpending was higher than revenue this year.

12.30%of revenue went to management and office costs12.2% of expenses

$3.38in assets for every $1 spent this yearSome assets cannot be spent right away.

11.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $832,729 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $218,166 for DR JOHN W WELLS (FORMER PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$80,452,058

Mission workProgram services$70,355,15387.45% of revenue86.6% of expenses

ManagementOffice and general costs$9,895,88512.30% of revenue12.2% of expenses

FundraisingAsking for donations$1,033,7491.28% of revenue1.3% of expenses

Total expenses$81,284,787101.04% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Each bar shows the share of annual spending reported for mission work, management, and fundraising.

202486.6% mission

202386.7% mission

202284.5% mission

202188.4% mission

202088.0% mission

201987.6% mission

201888.3% mission

201782.9% mission

Money in and money out

Revenue$80,452,058

Expenses$81,284,787

Annual shortfall $832,729 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$70,355,153 · 86.6% of expenses

Management and office costs$9,895,885 · 12.2% of expenses

Fundraising$1,033,749 · 1.3% of expenses

See all reported dollar amounts

Revenue$80,452,058

Expenses$81,284,787

Assets$274,468,737

Income$80,452,058

Contributions$9,236,745

Mission work (program services)$70,355,153

Fundraising$1,033,749

Management and general$9,895,885

Stocks and bonds$71,069,425

Accounting fees$105,115

Investing fees$579,860

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DR JOHN W WELLSFORMER PRESIDENT · 40 hrs/week $218,166Base $208,954 · Other $9,212

DR A LOUISE FINCHERPRESIDENT · 40 hrs/week $214,532Base $205,962 · Other $8,570

LAURIE FERGUSONDEAN, SCHOOL OF NURSING · 40 hrs/week $184,513Base $177,703 · Other $6,810

ROBERT PARKERVICE PRESIDENT FOR INSTITUTIONAL ADVANCEMENT · 40 hrs/week $175,514Base $166,452 · Other $9,062

ROBERT STALDERCHIEF INFORMATION OFFICER · 40 hrs/week $156,773Base $149,429 · Other $7,344

EMMET TRACYDEAN, SCHOOL OF BUSINESS · 40 hrs/week $151,325Base $143,164 · Other $8,161

MICHAEL PUGLISIEVP & PROVOST · 40 hrs/week $150,922Base $143,764 · Other $7,158

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (39)

DR JOHN W WELLSFORMER PRESIDENT

DR A LOUISE FINCHERPRESIDENT

LAURIE FERGUSONDEAN, SCHOOL OF NURSING

ROBERT PARKERVICE PRESIDENT FOR INSTITUTIONAL ADVANCEMENT

ROBERT STALDERCHIEF INFORMATION OFFICER

EMMET TRACYDEAN, SCHOOL OF BUSINESS

MICHAEL PUGLISIEVP & PROVOST

PAMELA G KESTNERBOARD MEMBER

KYRA K BISHOPBOARD TREASURER

LARRY J LENHARTBOARD MEMBER

LINA ALTOM DRINKARDBOARD MEMBER

MICHAEL A SPIEGLERBOARD MEMBER

MOLLY METKE LUTONBOARD MEMBER

OLIVER W JORDAN IIIBOARD MEMBER

JOHN W ASHWORTH IIIBOARD MEMBER

PETER G GERRYBOARD MEMBER

PRISCILLA M DANIELSONBOARD MEMBER

ROBERT W THOMAS-GARCIABOARD SECRETARY

STEPHEN E CALLAHANBOARD MEMBER

TYLER G KIDDBOARD VICE CHAIR

WALTER P WEIKELBOARD MEMBER

DR JANUARY D HAILEBOARD MEMBER

BR BLEVINS IIIBOARD MEMBER

BROOKLYN SAWYERS BELKBOARD MEMBER

CATHERINE L LOWEBOARD MEMBER

CYNTHIA KENNEDY REEDYBOARD MEMBER

DARION A MORGANBOARD MEMBER

DONNA PROFFIT VAUGHNBOARD MEMBER

DR ANNE E SLUDERBOARD CHAIR

DR BRIAN D WOLFEBOARD MEMBER

KAREN G TODDBOARD MEMBER

DR L CAROLE WHARTONBOARD MEMBER

ELLIOTT G MOOREBOARD MEMBER

EMILY BLESI ANDERSONBOARD MEMBER

EUGENE M BECK JRBOARD MEMBER

HAROLD E CRAW JRBOARD MEMBER

ISRAEL D OQUINNBOARD MEMBER

AUBREY J ROSSER IIIBOARD MEMBER

JONATHAN D COOPERBOARD MEMBER

About this charity

Recognized since: January 1970
Location: PO BOX 947, EMORY, VA 24327
County: Washington
In care of: ANGELA EDMONDSON
Primary officer: ANGELA EDMONDSON, CFO

How to reach them

WebsiteVisit the charity’s website Phone(276) 944-6800

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: BROWN EDWARDS & COMPANY LLP
NTEE classification: Education (B420)