B — EducationEIN: 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$1,041,264,917↓10%$903,667,627↑8%$4,211,825,864↑5%
2022$1,151,429,320↑15%$839,825,116↑4%$4,000,720,929↑3%
2021$1,003,801,549↑7%$810,503,242↓4%$3,898,903,775↑12%
2020$940,657,128↑9%$840,116,277↑8%$3,480,437,552↑8%
2019$862,530,216↑1%$780,822,872↑5%$3,219,199,659↓2%
2018$850,560,318↑13%$744,735,215↑6%$3,281,984,214↑14%
2017$750,356,463↓6%$702,881,445↑4%$2,884,407,766↑1%
2016$800,711,175↑7%$678,991,717↑2%$2,867,362,450↑9%
2015$747,744,022↑5%$667,778,221↑7%$2,632,106,218↑2%
2014$714,189,247↑7%$622,793,880↑6%$2,575,759,014↑3%
2013$669,197,575↑6%$589,693,675↑3%$2,494,524,378↑12%
2012$632,013,889↑5%$573,765,115↑5%$2,218,766,463↑2%
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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