COLLEGE ENDOWMENT ASSOCIATION INC (EIN 396043232) - 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

1893

Legal Domicile

Principal Officer

PATRICIA CONOLE

Phone

4144761384

Tax Period

2024-05-01 to 2025-04-30

COLLEGE ENDOWMENT ASSOCIATION INC, founded in 1893, is a small nonprofit in the Education sector that reported $111K in total revenue in fiscal year 2024. The organization ran a surplus of $52K, a strong 47% operating margin.

Mission

THE COLLEGE ENDOWMENT ASSOCIATION IS BOTH AN INTELLECTUALLY STIMULATING AND PHILANTHROPIC ORGANIZATION, PRESENTING OUTSTANDING LECTURES AND FILMS ON DIVERSE TOPICS AS WELL AS PROVIDING SCHOLARSHIPS FOR WOMEN.

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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 $42,776

Program Service Revenue $0

Investment Income $63,213

Other Revenue $4,553

TOTAL REVENUE $110,542

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,666

Other Expenses $48,220

TOTAL EXPENSES $58,220

Year-over-Year Comparison

	2024	2023	Change
Revenue	$110,542	N/A	N/A
Expenses	$58,220	N/A	N/A
Net Income	$52,322	$0	N/A

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
PAT CONOLE	CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
LINDA MIKKALSON	CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
BARBARA WHITE	1ST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
PAT CONDON	2ND VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KAY DELONGE	3RD VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JOY TOWELL	TREASURER	2.00	Officer Director	$0	$0	$0
MARY SHANAHAN	RECORDING SECRETARY	2.00	Officer Director	$0	$0	$0
FRANCEEN HEIMERL	CORRESPONDING SECRETARY	2.00	Officer Director	$0	$0	$0
DIANE THIEME	MEMBERSHIP/REGISTRAR	1.00	Officer Director	$0	$0	$0
JANET BROWN	DIRECTOR	1.00	Director	$0	$0	$0
JANE CONDON	DIRECTOR	1.00	Director	$0	$0	$0
MARY COUGHLIN	DIRECTOR	1.00	Director	$0	$0	$0
AMY DOMAGALSKI	DIRECTOR	1.00	Director	$0	$0	$0
SYBILLE HAMILTON	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	$110,542	$58,220	$504,744	$52,322

COLLEGE ENDOWMENT ASSOCIATION INC