SOCIETY FOR VALUES IN HIGHER EDUCATION (EIN 060676313) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1923

Principal Officer

VIVIENNE FELIX

Phone

2707452907

Tax Period

2024-10-01 to 2025-09-30

SOCIETY FOR VALUES IN HIGHER EDUCATION, founded in 1923, is a small nonprofit that reported $152K in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $35K, a strong 23% operating margin.

Mission

THE SOCIETY FOR THE FUTURE OF HIGHER EDUCATION IS AN INCUBATOR AND ADVOCATE FOR IDEAS, STRATEGIES, AND PEDGOGIES TO LEAD HIGHER EDUCATION TO A MORE INCLUSIVE, JUST, AND EQUITABLE FUTURE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $37,168

Program Service Revenue $18,902

Investment Income $95,972

Other Revenue $0

TOTAL REVENUE $152,042

Expense Breakdown

Grants Paid $0

Salaries & Benefits $74,821

Fundraising Expenses $0

Program Expenses $69,049

Other Expenses $41,988

TOTAL EXPENSES $116,809

Year-over-Year Comparison

	2024	2023	Change
Revenue	$152,042	$103,394	+0.5%
Expenses	$116,809	$112,688	+0.0%
Net Income	$35,233	$-9,294	-4.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBEKAH ADDERLEY	VP	1.00	Officer Director	$0	$0	$0
STEPHEN BAKER	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY BERGER	SECRETARY	1.00	Officer Director	$0	$0	$0
SHONDRA DICKERSON	TREASURER	1.00	Officer Director	$0	$0	$0
VIVIENNE FELIX	EXECUTIVE DI	40.00	Officer Director	$0	$0	$0
BLAYNE HARCEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MELANIE HOWARD	PRESIDENT	1.00	Officer Director	$0	$0	$0
DOROTHY HURLBURT	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY LAMPAZZI	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE PHILLIPS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINA ROMERO	BOARD MEMBER	1.00	Director	$0	$0	$0
KIERA WARREN	BOARD MEMBER	1.00	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
2025	$152,042	$116,809	$901,496	$35,233
2024	$103,394	$112,688	$848,668	$-9,294
2023	$143,368	$140,910	$739,366	$2,458
2022	$174,480	$132,681	$719,242	$41,799
2021	$122,830	$89,800	$903,656	$33,030
2020	$85,699	$96,493	$787,013	$-10,794
2019	$154,926	$147,849	$785,876	$7,077

SOCIETY FOR VALUES IN HIGHER EDUCATION