College Educational and Charitable Foundation (EIN 310912280) - 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

1956

Legal Domicile

Principal Officer

William S Giesler

Phone

8593315000

Tax Period

2023-07-01 to 2024-06-30

College Educational and Charitable Foundation, founded in 1956, is a small nonprofit in the Education sector that reported $225K in total revenue in fiscal year 2023. Revenue surged 135% from the prior year, signaling strong growth momentum. The organization ran a surplus of $81K, a strong 36% operating margin.

Mission

Provide scholarship awards to university undergraduates and supports the establishment and

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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 $218,682

Program Service Revenue $0

Investment Income $6,681

Other Revenue $0

TOTAL REVENUE $225,363

Expense Breakdown

Grants Paid $134,905

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $134,905

Other Expenses $9,530

TOTAL EXPENSES $144,435

Year-over-Year Comparison

	2023	2022	Change
Revenue	$225,363	$95,988	+1.3%
Expenses	$144,435	$160,262	-0.1%
Net Income	$80,928	$-64,274	-2.3%

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
William Giesler	President	2.00	Officer Director	$0	$0	$0
William Banks	Secretary	2.00	Officer Director	$0	$0	$0
James C Sparrow	Treasurer	2.00	Officer Director	$0	$0	$0
Kent Allen	Director	1.00	Director	$0	$0	$0
Michael L Dever	Director	1.00	Director	$0	$0	$0
Richard L Fenstermacher	Director	1.00	Director	$0	$0	$0
William R Hoeb Jr	Director	1.00	Director	$0	$0	$0
James Radley	Director	1.00	Director	$0	$0	$0
Stephen L Simendinger	Director	1.00	Director	$0	$0	$0
Pete Smith	Director	1.00	Director	$0	$0	$0
Barry J Wanninger	Director	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
2025	No data	No data	No data	No data
2024	$225,363	$144,435	$2,101,891	$80,928
2023	$95,988	$160,262	$1,912,606	$-64,274
2022	$363,008	$146,083	$1,810,295	$216,925
2021	$340,059	$145,106	$1,868,756	$194,953
2020	$196,410	$148,629	$1,499,642	$47,781

College Educational and Charitable Foundation