WILLIAM RAINEY HARPER COLLEGE EDUCATIONAL FOUNDATION (EIN 237348228) - 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

1973

Legal Domicile

Principal Officer

HEATHER ZOLDAK

Phone

8479256490

Tax Period

2022-07-01 to 2023-06-30

WILLIAM RAINEY HARPER COLLEGE EDUCATIONAL FOUNDATION, founded in 1973, is a community nonprofit in the Education sector that reported $8.3M in total revenue in fiscal year 2018. Revenue surged 110% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.9M, a strong 83% operating margin.

Mission

PROVIDES SCHOLARSHIPS AND ENHANCES THE QUALITY OF THE EDUCATIONAL ENVIRONMENT AND PROGRAMMING.

🔒

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 (2022)

Revenue Breakdown

Contributions & Grants $1,616,934

Program Service Revenue $0

Investment Income $714,880

Other Revenue $-24,884

TOTAL REVENUE $2,306,930

Expense Breakdown

Grants Paid $5,847,099

Salaries & Benefits $0

Fundraising Expenses $95,306

Program Expenses $5,884,597

Other Expenses $294,568

TOTAL EXPENSES $6,141,667

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,306,930	$4,699,112	-0.5%
Expenses	$6,141,667	$8,180,651	-0.2%
Net Income	$-3,834,737	$-3,481,539	+0.1%

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

N/A

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

$345,390

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENDA KNOX	PRESIDENT	1.00	Officer Director	$0	$0	$0
GEORGEANNA MEHR	TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD P HOHOL	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
PATTY MOYER	SECRETARY	1.00	Officer Director	$0	$0	$0
RAFAEL MALPICA	VP BOARD MEMBERSHIP	1.00	Officer Director	$0	$0	$0
W BRADLEY STETSON	VP DEVELOPMENT	1.00	Officer Director	$0	$0	$0
MARK W CLEARY	VP PROGRAMS	1.00	Officer Director	$0	$0	$0
ELLA LIBERMAN	MEMBER AT LARGE	1.00	Officer Director	$0	$0	$0
RANDY L GREEN	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN BATTLE	DIRECTOR	1.00	Director	$0	$0	$0
NANCY M CASTLE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN CHAPMAN	DIRECTOR	1.00	Director	$0	$0	$0
RAJU DATLA	DIRECTOR	1.00	Director	$0	$0	$0
POLLY DAVENPORT	DIRECTOR	1.00	Director	$0	$0	$0
KATHY GILMER	DIRECTOR	1.00	Director	$0	$0	$0
ERIC HARRELL	DIRECTOR	1.00	Director	$0	$0	$0
STEVE JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
LAURA LEBER	DIRECTOR	1.00	Director	$0	$0	$0
KIM MAGUIRE	DIRECTOR	1.00	Director	$0	$0	$0
DEIRDRE MANNA	DIRECTOR	1.00	Director	$0	$0	$0
JOE MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
MONICA MUELLER	DIRECTOR	1.00	Director	$0	$0	$0
SAM OLIVER	DIRECTOR	1.00	Director	$0	$0	$0
SCOT PEPPER	DIRECTOR	1.00	Director	$0	$0	$0
JAMES PFEIFFER	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM PROVAN	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN ROGERS	DIRECTOR	1.00	Director	$0	$0	$0
DREW J SCHAEFER	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY F SRONKOSKI	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY WAY	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS G WISCHHUSEN	DIRECTOR	1.00	Director	$0	$0	$0
MELANIE WITT	DIRECTOR	1.00	Director	$0	$0	$0
LAURA J BROWN	(EX-OFFICIO) CHIEF ADVANCE	20.00	Officer	$0	$1,910	$205,678
HEATHER ZOLDAK	ASSO. EXEC. DIREC.FOUNDATI	40.00	Officer	$0	$21,555	$139,712
DR AVIS PROCTOR	(EX-OFFICIO)	1.00	Officer	$0	$0	$0
DIANE HILL	(EX-OFFICIO) TRUSTEE LIAIS	1.00	Officer	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,306,930	$6,141,667	$48,432,289	$-3,834,737
2022	$4,699,112	$8,180,651	$50,154,930	$-3,481,539
2021	$21,902,919	$2,905,985	$56,698,898	$18,996,934
2020	$3,502,263	$2,482,611	$31,854,265	$1,019,652
2019	$8,261,041	$1,408,908	$30,436,175	$6,852,133

WILLIAM RAINEY HARPER COLLEGE EDUCATIONAL FOUNDATION