The Institute for College Access & Success (EIN 201368860) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

Sameer Gadkaree

Phone

5103187900

Tax Period

2024-01-01 to 2024-12-31

The Institute for College Access & Success, founded in 2004, is a community nonprofit in the Education sector that reported $6.1M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $5.6M left a modest 8% surplus.

Mission

We seek to support state and federal policymakers through research, policy analysis, and advocacy about building a better, more affordable, and higher quality higher education system.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,753,031

Program Service Revenue $38,983

Investment Income $159,830

Other Revenue $98,294

TOTAL REVENUE $6,050,138

Expense Breakdown

Grants Paid $391,900

Salaries & Benefits $3,801,868

Fundraising Expenses $183,503

Program Expenses $4,822,438

Other Expenses $1,389,740

TOTAL EXPENSES $5,583,508

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,050,138	$5,167,138	+0.2%
Expenses	$5,583,508	$5,268,438	+0.1%
Net Income	$466,630	$-101,300	-5.6%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$444,495

Total Directors

$236,838

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sameer Gadkaree	President	40.00	Officer Director	$236,838	$0	$236,838
Cynthia Schaal	CFO/COO	40.00	Officer	$199,633	$8,024	$207,657
Jessica Thompson	Sr Vice President	40.00		$181,862	$7,450	$189,312
Tanya Garcia	Vice President	40.00		$170,163	$12,355	$182,518
Kyle Southern	Associate VP HEQ	40.00		$143,917	$15,517	$159,434
Onjila Odeneal	Sr Dr Pol & Adv MI	40.00		$133,979	$15,096	$149,075
Michele Zampini	Sr Dir College Aff	40.00		$129,444	$19,206	$148,650
Zakiya Smith Ellis	Chairman	2.00	Officer Director	$0	$0	$0
Rosa Armendariz	Secretary	2.00	Officer Director	$0	$0	$0
Pam Eddinger	Vice Chair	2.00	Officer Director	$0	$0	$0
Michael Deich	Director	2.00	Director	$0	$0	$0
Frank Chong	Director	2.00	Director	$0	$0	$0
Zaldwaynaka Z Scott	Director	2.00	Director	$0	$0	$0
Tracie D Hall	Director	2.00	Director	$0	$0	$0
Pronita Gupta	Director	2.00	Director	$0	$0	$0
Dan Greenstein	Director	2.00	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
2024	$6,050,138	$5,583,508	$6,559,890	$466,630
2023	$5,167,138	$5,268,438	$6,350,544	$-101,300
2022	$4,632,509	$3,661,599	$6,754,975	$970,910
2021	$4,793,191	$3,562,404	$4,938,257	$1,230,787
2020	$1,770,225	$2,861,348	$3,931,059	$-1,091,123
2019	$2,861,198	$2,953,437	$4,782,923	$-92,239
2018	$1,696,146	$2,511,423	$3,284,562	$-815,277

The Institute for College Access & Success