JOHN N GARDNER INSTITUTE FOR EXCEL… - Form 990 Financial Data

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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

2024-10-01 to 2025-09-30

JOHN N GARDNER INSTITUTE FOR EXCELLENCE IN HIGHER EDUCATION, founded in 2007, is a community nonprofit in the Education sector that reported $8.7M in total revenue in fiscal year 2024. Revenue surged 207% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.7M, a strong 31% operating margin.

Mission

THE JOHN N. GARDNER INSTITUTE FOR EXCELLENCE IN HIGHER EDUCATION IS A NON-PROFIT ORGANIZATION DEDICATED TO PARTNERING WITH COLLEGES, UNIVERSITIES, PHILANTHROPIC ORGANIZATIONS, EDUCATORS, AND OTHER ENTITIES TO INCREASE INSTITUTIONAL RESPONSIBILITY FOR IMPROVING OUTCOMES ASSOCIATED WITH TEACHING, LEARNING, RETENTION, AND COMPLETION. THE INSTITUTE SUPPORTS POSTSECONDARY EDUCATION'S EFFORTS TO ENSURE THAT EVERY LEARNER EARNS A CREDENTIAL THAT LEADS TO A MEANINGFUL CAREER AND A HIGHLY FULFILLING LIFE. THROUGH ITS WORK, THE INSTITUTE WILL ADVANCE HIGHER EDUCATION'S BROADER MISSION OF EXPANDING OPPORTUNITY AND SUCCESS FOR ALL STUDENTS.

Program Service Accomplishments

Program 1

Expenses: $4,204,769 Revenue: $779,724

TRANSFORMATION SUPPORT SERVICES - TRANSFORMING THE FOUNDATIONAL IMPROVING STUDENT SUCCESS OUTCOMES IN WAYS THAT HELP INSTITUTIONS TRANSFORM IN WAYS THAT HELP ALL STUDENTS THRIVE, EARN DEGREES OR...

TRANSFORMATION SUPPORT SERVICES - TRANSFORMING THE FOUNDATIONAL IMPROVING STUDENT SUCCESS OUTCOMES IN WAYS THAT HELP INSTITUTIONS TRANSFORM IN WAYS THAT HELP ALL STUDENTS THRIVE, EARN DEGREES OR CREDENTIALS OF HIHG VALUE, AND GO ON TO LEAD PRODUCTIVE AND MEANINGFUL LIVES.

Program 2

Expenses: $550,737 Revenue: $219,647

THE INSTITUTE HELPS HIGHER EDUCATION AND RELATED ORGANIZATIONS TO INDIVIDUALLY AND/OR COLLECTIVELY DEFINE OR REDEFINE EXCELLENCE IN UNDERGRADUATE EDUCATION AND ASSISTS WITH THE APPLICATION OF THESE DEFINITIONS TO PRACTICE AND/OR POLICY. THESE ACTIONS SUPPORT EFFORTS TO FACILITATE INNOVATION IN COLLEGES, UNIVERSITIES, AND THE BROADER SYSTEMS OF WHICH THEY ARE A PART. THE ENSUING DYNAMIC EDUCATIONAL OPPORTUNITIES WILL TRANSFORM THE INSTITUTIONS, THE PEOPLE THEY SERVE, THE PLACES IN WHICH THEY LIVE AND WORK, AND THE BROADER SOCIETIES AND ECONOMIES OF WHICH THEY ARE A PART.

Program 3

Expenses: $421,573 Revenue: $233,836

WE HELD A NUMBER OF CONFERENCES THAT DREW IN HIGHER EDUCATORS FROM INSTITUTIONS ALL OVER THE UNITED STATES.

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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 $6,831,186

Program Service Revenue $1,710,477

Investment Income $183,749

Other Revenue $7,580

TOTAL REVENUE $8,732,992

Expense Breakdown

Grants Paid $31,000

Salaries & Benefits $4,344,838

Fundraising Expenses $0

Program Expenses $5,626,135

Other Expenses $1,670,999

TOTAL EXPENSES $6,046,837

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,732,992	$2,842,810	+2.1%
Expenses	$6,046,837	$5,485,699	+0.1%
Net Income	$2,686,155	$-2,642,889	-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

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

$1,105,554

Total Directors

$921,916

Key Employees

$937,038

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN GARDNER	EXECUTIVE CHAIR	40.00	Officer Director	$375,390	$31,431	$406,821
JILLIAN KINZIE	VICE CHAIR	5.00	Director	$0	$0	$0
CHAOUKI ABDALLAH	DIRECTOR (AS OF 9/2024)	1.00	Director	$0	$0	$0
LOUIS ALBERT	DIRECTOR	2.00	Director	$2,500	$0	$2,500
ISIS ARTZE-VEGA	DIRECTOR	1.00	Director	$0	$0	$0
WENDY AULT	DIRECTOR	1.00	Director	$0	$0	$0
BETSY BAREFOOT	DIRECTOR	5.00	Director	$29,403	$0	$29,403
SUZANNE BENALLY	DIRECTOR (AS OF 9/2024)	1.00	Director	$5,000	$0	$5,000
SCOTT EVENBECK	DIRECTOR	2.00	Director	$11,000	$0	$11,000
FRANCESCA MAZZOLA	DIRECTOR (AS OF 9/2024)	1.00	Director	$0	$0	$0
LAURA RENDON	DIRECTOR	1.00	Director	$0	$0	$0
AARON THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
GERALD WHITTINGTON	DIRECTOR (AS OF 9/2024)	2.00	Director	$0	$0	$0
JESSICA WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW KOCH	CEO	40.00	Officer Director	$414,852	$52,340	$467,192
ED CASE	DIRECTOR (THRU 3/2025)	1.00	Director	$0	$0	$0
MICHAEL BENITEZ	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA WHITESIDE	SENIOR VP, FINANCE	40.00	Officer	$203,000	$28,541	$231,541
BRENT DRAKE	SENIOR VP, OPERATIONS & RESEARCH	40.00	Key Emp	$296,373	$42,473	$338,846
STEPHANIE FOOTE	VICE PRESIDENT	40.00	Key Emp	$158,086	$36,068	$194,154
BRANDON SMITH	SENIOR ASSOCIATE VP	40.00	Key Emp	$150,943	$35,425	$186,368
FELITA WILLIAMS	SENIOR VP, PROGRAMS	40.00	Key Emp	$203,050	$14,620	$217,670
MONICA FLIPPIN WYNN	ASSOCIATE VP	40.00	Highest	$148,994	$9,949	$158,943
BETSY GRIFFIN	SR. RESIDENT FELLOW	15.00	Highest	$112,980	$406	$113,386
JILL KRAMER	VICE PRESIDENT	30.00	Highest	$139,914	$33,875	$173,789
MARY LOCKE	SR. DIR. MKT/COMM	40.00	Highest	$108,697	$25,064	$133,761
ROBERT RODIER	ASSOCIATE VP	40.00	Highest	$140,553	$28,240	$168,793

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	$8,732,992	$6,046,837	$12,849,353	$2,686,155
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