JOHN N GARDNER INSTITUTE FOR EXCELLENCE IN HIGHER EDUCATION (EIN 260166817) - 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

2007

Legal Domicile

Principal Officer

ANDREW KOCH

Phone

8283943178

Tax Period

2023-10-01 to 2024-09-30

JOHN N GARDNER INSTITUTE FOR EXCELLENCE IN HIGHER EDUCATION, founded in 2007, is a community nonprofit in the Education sector that reported $2.8M in total revenue in fiscal year 2023. Revenue fell 70% from the prior year — a significant decline worth monitoring. Expenses of $5.5M exceeded revenue, resulting in a 93% operating deficit.

Mission

WORKED WITH COLLEGES AND UNIVERSITIES ON TRANSFORMING THE FIRST TWO YEARS OF COLLEGE. THIS IS A 5 YEAR PROCESS. THIS WAS DONE WITH MAJOR SUPPORT FROM GRANT FUNDERS AND INSTITUTIONS. ALSO, WORKED WITH COLLEGES AND UNIVERSITIES ON SHORTER-TERM (LESS THAN 5 YEARS) ENGAGEMENTS.

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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 $1,320,000

Program Service Revenue $1,310,022

Investment Income $212,378

Other Revenue $410

TOTAL REVENUE $2,842,810

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $4,094,204

Fundraising Expenses $0

Program Expenses $5,157,021

Other Expenses $1,389,495

TOTAL EXPENSES $5,485,699

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,842,810	$9,487,738	-0.7%
Expenses	$5,485,699	$5,200,550	+0.1%
Net Income	$-2,642,889	$4,287,188	-1.6%

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

$937,275

Total Directors

$795,785

Key Employees

$280,462

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN GARDNER	EXECUTIVE CHAIR	40.00	Officer Director	$333,311	$30,643	$363,954
BETSY BAREFOOT	VICE PRESIDENT	5.00	Director	$32,657	$0	$32,657
LOUIS ALBERT	DIRECTOR AND INSTITUTE ADV	3.00	Officer Director	$5,000	$0	$5,000
ISIS ARTZE-VEGA	DIRECTOR	1.00	Officer Director	$500	$0	$500
WENDY AULT	DIRECTOR	1.00	Director	$0	$0	$0
ED CASE	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT EVENBECK	DIRECTOR AND INSTITUTE FEL	4.00	Director	$12,000	$0	$12,000
JILLIAN KINZIE	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW KOCH	CEO	40.00	Officer Director	$331,735	$49,439	$381,174
LEO LAMBERT	DIRECTOR	1.00	Director	$500	$0	$500
LAURA RENDON	DIRECTOR	1.00	Director	$0	$0	$0
AARON THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA WHITESIDE	SECRETARY/TREASURER	40.00	Officer	$160,610	$26,037	$186,647
BRENT DRAKE	SENIOR VP, OPERATIONS & RESEARCH	40.00	Key Emp	$242,677	$37,785	$280,462
MONICA FLIPPIN WYNN	ASSOCIATE VP	40.00	Highest	$137,066	$10,752	$147,818
STEPHANIE FOOTE	VICE PRESIDENT	40.00	Highest	$137,822	$31,818	$169,640
JILL KRAMER	VICE PRESIDENT	32.00	Highest	$101,302	$28,239	$129,541
BRANDON SMITH	ASSOCIATE VP	40.00	Highest	$118,276	$30,320	$148,596

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	$2,842,810	$5,485,699	$9,745,985	$-2,642,889
2023	$9,487,738	$5,200,550	$11,356,005	$4,287,188
2022	$2,143,162	$3,864,720	$5,489,574	$-1,721,558
2021	$3,153,026	$3,254,672	$7,029,146	$-101,646
2020	$7,667,666	$3,056,661	$7,541,460	$4,611,005
2019	$2,789,954	$2,663,248	$3,083,037	$126,706
2018	$2,594,000	$2,297,217	$3,087,044	$296,783

JOHN N GARDNER INSTITUTE FOR EXCELLENCE IN HIGHER EDUCATION