BEducationEIN: 750800689

Southern Methodist University

Dallas, Texas

A-Health Score
78A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 62 peers in Education with >$1B revenue

Working Capital Ratio (net assets ÷ expenses)

This Org3.72×
Peer Median1.89×
💰
$1.0B
Total Revenue
📊
$903.7M
Total Expenses
🏦
$3.4B
Net Assets
📋
$854.1M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-9.6%
Year-over-year change (2022 → 2023)
Net Margin
+13.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
3.72
Net assets divided by total expenses
Liabilities-to-Assets
20.3%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$1,041,264,91710%$903,667,6278%$4,211,825,8645%
2022$1,151,429,32015%$839,825,1164%$4,000,720,9293%
2021$1,003,801,5497%$810,503,2424%$3,898,903,77512%
2020$940,657,1289%$840,116,2778%$3,480,437,5528%
2019$862,530,2161%$780,822,8725%$3,219,199,6592%
2018$850,560,31813%$744,735,2156%$3,281,984,21414%
2017$750,356,4636%$702,881,4454%$2,884,407,7661%
2016$800,711,1757%$678,991,7172%$2,867,362,4509%
2015$747,744,0225%$667,778,2217%$2,632,106,2182%
2014$714,189,2477%$622,793,8806%$2,575,759,0143%
2013$669,197,5756%$589,693,6753%$2,494,524,37812%
2012$632,013,8895%$573,765,1155%$2,218,766,4632%
2011$602,556,015$544,441,260$2,181,496,297

Frequently Asked Questions

What does Southern Methodist University do?

Southern Methodist University is a education nonprofit organization based in Texas. It is classified under NTEE code B430 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Southern Methodist University financially healthy?

Based on our 9-metric Financial Health Score model, Southern Methodist University has a score of 78/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Southern Methodist University generate?

Southern Methodist University reports $1.1B in annual revenue and holds $4.5B in total assets, based on IRS filings.

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