STRATEGIC OHIO COUNCIL FOR HIGHER EDUCATION (EIN 237109141) - 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

1967

Legal Domicile

Principal Officer

CASSIE BARLOW

Phone

9372588890

Tax Period

2024-07-01 to 2025-06-30

STRATEGIC OHIO COUNCIL FOR HIGHER EDUCATION, founded in 1967, is a community nonprofit in the Education sector that reported $8.6M in total revenue in fiscal year 2024.

Mission

SOCHE IS THE COLLABORATIVE INFRASTRUCTURE FOR HIGHER EDUCATION.

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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 $266,596

Program Service Revenue $8,062,616

Investment Income $213,052

Other Revenue $24,872

TOTAL REVENUE $8,567,136

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,813,230

Fundraising Expenses $0

Program Expenses $7,058,591

Other Expenses $3,687,536

TOTAL EXPENSES $8,500,766

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,567,136	$8,508,284	+0.0%
Expenses	$8,500,766	$8,203,522	+0.0%
Net Income	$66,370	$304,762	-0.8%

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

546

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

$259,574

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CASSIE BARLOW	PRESIDENT	40.00	Officer	$234,230	$25,344	$259,574
DEREK BARKER	TRUSTEE	1.00	Director	$0	$0	$0
NATE BRANDSTATER	TRUSTEE	1.00	Director	$0	$0	$0
COREY COCKERILL	TRUSTEE	1.00	Director	$0	$0	$0
DAVID DECKER	TRUSTEE	1.00	Director	$0	$0	$0
ANDE DUROJAIYE	TRUSTEE	1.00	Director	$0	$0	$0
JANE FERNANDES	TRUSTEE	1.00	Director	$0	$0	$0
BILL GROVES	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERLY INMAN	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
WALTER JONES	TRUSTEE	1.00	Director	$0	$0	$0
VANN NEWKIRK	TRUSTEE	1.00	Director	$0	$0	$0
NEVILLE PINTO	TRUSTEE	1.00	Director	$0	$0	$0
MONICA POSEY	TRUSTEE	1.00	Director	$0	$0	$0
HEIDI RIES	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS SPRADLIN	TRUSTEE	1.00	Director	$0	$0	$0
LORI STEWART GONZALEZ	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER WASHINGTON	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS WHITE	TRUSTEE	1.00	Director	$0	$0	$0
ERIC SPINA	TRUSTEE - CHAIR	1.00	Officer Director	$0	$0	$0
JO ALICE BLONDIN	TRUSTEE - VICE CHAIR	1.00	Officer Director	$0	$0	$0
NICOLE ROADES	TRUSTEE - TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL FRANDSEN	TRUSTEE - PAST CHAIR	1.00	Officer Director	$0	$0	$0
SUSAN EDWARDS	TRUSTEE - MEMBER AT LARGE	1.00	Officer Director	$0	$0	$0
MORAKINYO KUTI	TRUSTEE - MEMBER AT LARGE	1.00	Officer 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	$8,567,136	$8,500,766	$9,271,123	$66,370
2024	$8,508,284	$8,203,522	$8,469,553	$304,762
2023	$6,559,582	$6,285,101	$8,104,786	$274,481
2022	$6,074,275	$6,065,464	$6,641,134	$8,811
2021	$4,928,002	$4,674,323	$6,812,573	$253,679
2020	$5,145,600	$5,101,165	$5,740,828	$44,435
2019	$5,542,348	$5,570,379	$5,908,880	$-28,031
2018	$3,485,112	$3,511,953	$6,132,113	$-26,841

STRATEGIC OHIO COUNCIL FOR HIGHER EDUCATION