COLLEGE FOUNDATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION (EIN 457023246) - 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

2012

Legal Domicile

Principal Officer

SHANNON BYERS

Phone

9198342893

Tax Period

2024-07-01 to 2025-06-30

COLLEGE FOUNDATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION, founded in 2012, is a small nonprofit in the Mutual Benefit sector that reported $591K in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. The organization ran a surplus of $308K, a strong 52% operating margin.

Mission

The purpose of the trust is to provide post-retirement benefits in the form of premium reimbursement for medical, dental, vision and long-term care insurance to eligible participants pursuant to the rules set forth in the College Foundation, Inc. Post-Retirement Benefit Plan document.

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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 $11,035

Program Service Revenue $580,353

Investment Income $0

Other Revenue $0

TOTAL REVENUE $591,388

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $283,664

Other Expenses $41,028

TOTAL EXPENSES $283,664

Year-over-Year Comparison

	2024	2023	Change
Revenue	$591,388	$383,378	+0.5%
Expenses	$283,664	$239,344	+0.2%
Net Income	$307,724	$144,034	+1.1%

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

N/A

Employees

N/A

Volunteers

N/A

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

$482,676

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Wendy H McAlister	Trustee	0.2	Director	$0	$32,695	$290,499
Kevin Bartholomew	Trustee	1	Director	$0	$23,046	$192,177
Shannon Byers	Trustee	0	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	$591,388	$283,664	$13,317,146	$307,724
2024	No data	No data	No data	No data
2023	$426,343	$235,735	$11,219,547	$190,608
2022	$398,352	$208,551	$10,668,769	$189,801
2021	$730,410	$168,622	$12,214,579	$561,788
2020	$430,315	$157,183	$10,418,782	$273,132
2019	$370,579	$146,617	$9,753,046	$223,962
2018	$367,406	$129,224	$9,335,609	$238,182

COLLEGE FOUNDATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION