SOCIETY FOR COLLEGE & UNIVERSITY PLANNING (EIN 386147432) - 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

1965

Legal Domicile

Principal Officer

MICHAEL MOSS

Phone

7346693270

Tax Period

2023-10-01 to 2024-09-30

SOCIETY FOR COLLEGE & UNIVERSITY PLANNING, founded in 1965, is a community nonprofit that reported $5.2M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

THE SOCIETY FOR COLLEGE AND UNIVERSITY PLANNING DEVELOPS INDIVIDUAL AND ORGANIZATIONAL CAPACITIES TO STRENGTHEN AND TRANSFORM INSTITUTIONS OF HIGHER EDUCATION.

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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 $455,765

Program Service Revenue $4,628,597

Investment Income $77,593

Other Revenue $5,395

TOTAL REVENUE $5,167,350

Expense Breakdown

Grants Paid $26,570

Salaries & Benefits $1,729,356

Fundraising Expenses $26,992

Program Expenses $4,234,176

Other Expenses $3,622,125

TOTAL EXPENSES $5,378,051

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,167,350	$4,249,877	+0.2%
Expenses	$5,378,051	$4,146,431	+0.3%
Net Income	$-210,701	$103,446	-3.0%

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

350

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

$380,495

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER ADAMS-PEFFER	CHAIR THRU 7/24;AT-LARGE DIRECTOR	1.00	Officer Director	$0	$0	$0
IVAN BANKS	VICE CHAIR THRU 7/24	1.00	Officer Director	$0	$0	$0
RICHARD MICHAL	TREASURER	1.00	Officer Director	$0	$0	$0
JACK NYE	SECRETARY	1.00	Officer Director	$0	$0	$0
ADAM WYATT	AT-LARGE DIR THRU 7/24;VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHRIS GILMER	AT-LARGE DIR THRU 7/24; CHAIR	1.00	Officer Director	$0	$0	$0
DORYS CRESPIN-MUELLER	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
LILLIAN ASPERIN	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
STEVE WIESENTHAL	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
MEGHA SINHA	AT-LARGE DIRECTOR EFF 7/24	1.00	Director	$0	$0	$0
DIANE S STEPHENS	AT-LARGE DIRECTOR EFF 8/24	1.00	Director	$0	$0	$0
MICHAEL MOSS	PRESIDENT/EX-OFFICIO	40.00	Officer	$201,548	$28,614	$230,162
KAREN VERHEY	SR DIRECTOR OF OPERATIONS	40.00	Officer	$133,325	$17,008	$150,333
DJ PEPITO	SR DIR, RESEARCH & STRATEGIC PSHIPS	40.00	Highest	$114,879	$9,751	$124,630

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	$5,167,350	$5,378,051	$3,682,216	$-210,701
2023	$4,249,877	$4,146,431	$3,709,560	$103,446
2022	$4,533,607	$3,999,705	$3,094,094	$533,902
2021	$2,474,888	$2,672,195	$2,657,764	$-197,307
2020	$2,567,141	$3,378,082	$2,300,098	$-810,941
2019	$4,772,740	$4,694,412	$2,901,327	$78,328
2018	$4,722,488	$4,568,407	$2,992,448	$154,081

SOCIETY FOR COLLEGE & UNIVERSITY PLANNING