STATE HIGHER EDUCATION EXECUTIVE OFFICERS ASSOCIATION (EIN 237167258) - 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

1981

Legal Domicile

Phone

3035411600

Tax Period

2023-10-01 to 2024-09-30

STATE HIGHER EDUCATION EXECUTIVE OFFICERS ASSOCIATION, founded in 1981, is a community nonprofit that reported $6.8M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $6.5M left a modest 4% surplus.

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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 (2023)

Revenue Breakdown

Contributions & Grants $5,817,292

Program Service Revenue $694,911

Investment Income $269,232

Other Revenue $6,436

TOTAL REVENUE $6,787,871

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,916,869

Fundraising Expenses $0

Program Expenses $5,638,965

Other Expenses $3,594,678

TOTAL EXPENSES $6,511,547

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,787,871	$5,380,633	+0.3%
Expenses	$6,511,547	$5,288,171	+0.2%
Net Income	$276,324	$92,462	+2.0%

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

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

$816,321

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT ANDERSON	President	40.00	Officer	$337,606	$35,949	$373,555
CHRISTINA E WHITFIELD	SENIOR VP	40.00	Officer	$242,637	$36,378	$279,015
JOHN LANE	VP ACADEMIC AFFAIR	40.00		$171,599	$11,724	$183,323
THOMAS HARNISCH	VP GOVT RELATIONS	40.00		$166,878	$9,036	$175,914
DAVID SZCZESNY	DIR OF FINANCE	40.00	Officer	$125,487	$38,264	$163,751
DUSTIN WEEDEN	ASSOC VP	40.00		$130,600	$23,124	$153,724
CARRIE KLEIN	ASSOC VP	40.00		$130,600	$2,654	$133,254
JESSICA DUREN	Stragetic Comm Dir	40.00		$123,180	$8,603	$131,783
BRIAN BRIDGES	MEMBER	1.00	Director	$0	$0	$0
CLAYTON T CHRISTIAN	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
BEN CANNON	PAST CHAIR	1.00	Officer Director	$0	$0	$0
HARRISON KELLER	MEMBER	1.00	Director	$0	$0	$0
GINGER OSTRO	Treasurer	1.00	Officer Director	$0	$0	$0
AARON THOMPSON	MEMBER	1.00	Director	$0	$0	$0
DENNIS OLSON	MEMBER	1.00	Director	$0	$0	$0
NOE ORTEGA	MEMBER	1.00	Director	$0	$0	$0
SARAH TUCKER	CHAIR	1.00	Officer Director	$0	$0	$0
SHANNON GILKEY	MEMBER	1.00	Director	$0	$0	$0
CHRIS LOWERY	MEMBER	1.00	Director	$0	$0	$0
ALLISON GARRETT	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
2024	$6,787,871	$6,511,547	$9,860,766	$276,324
2023	$5,380,633	$5,288,171	$9,623,536	$92,462
2022	$6,368,436	$6,030,647	$7,000,257	$337,789
2021	$4,340,869	$4,450,574	$7,606,224	$-109,705
2020	$5,353,198	$5,022,891	$6,779,683	$330,307
2019	$4,665,792	$4,280,760	$6,075,026	$385,032
2018	$4,438,496	$4,175,596	$4,502,004	$262,900

STATE HIGHER EDUCATION EXECUTIVE OFFICERS ASSOCIATION