HIGHER EDUCATION TRUST INC (EIN 270428854) - 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

2000

Legal Domicile

Principal Officer

RICHARD H STEWART

Phone

8433799000

Tax Period

2025-01-01 to 2025-12-31

HIGHER EDUCATION TRUST INC, founded in 2000, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2025.

Mission

THE HIGHER EDUCATION TRUST, INC. IS A NON-PROFIT WHOSE MISSION IS TO SUPPORT HIGHER EDUCATION GROWTH IN BEAUFORT COUNTY. CURRENT EFFORTS ARE FOCUSED, BUT NOT LIMITED TO, SUPPORTING USCB.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,196,161

Investment Income $7,684

Other Revenue $0

TOTAL REVENUE $1,203,845

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,194,320

Other Expenses $1,194,320

TOTAL EXPENSES $1,194,320

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,203,845	$1,141,420	+0.1%
Expenses	$1,194,320	$1,028,192	+0.2%
Net Income	$9,525	$113,228	-0.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDY KINGHORN	DIRECTOR	N/A	Director	$0	$0	$0
ANNA PONDER	DIRECTOR	N/A	Director	$0	$0	$0
RICHARD H STEWART	CHAIR	N/A	Officer Director	$0	$0	$0
COURTNEY WORRELL	SECRETARY	N/A	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	$1,203,845	$1,194,320	$12,803,835	$9,525
2024	$1,141,420	$1,028,192	$12,612,406	$113,228
2023	$1,122,614	$933,222	$12,017,372	$189,392
2022	$1,241,821	$775,911	$11,868,773	$465,910
2021	$967,106	$767,639	$11,561,017	$199,467
2020	$1,016,797	$803,707	$11,359,217	$213,090
2019	$530,081	$597,167	$11,527,244	$-67,086

HIGHER EDUCATION TRUST INC