COLLEGE CHOICE FOUNDATION (EIN 475631608) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

JOSEPHINE LOWERY

Phone

2054014212

Tax Period

2024-07-01 to 2025-06-30

COLLEGE CHOICE FOUNDATION, founded in 2015, is a small nonprofit in the Education sector that reported $398K in total revenue in fiscal year 2021. Revenue surged 120% from the prior year, signaling strong growth momentum. Expenses of $367K left a modest 8% surplus.

Mission

OUR MISSION IS TO PROVIDE MYRIAD SUPPORTS AND RESOURCES FOR HIGH-ACHIEVING STUDENTS FROM LOW-INCOME BACKGROUNDS SO THEY CAN GAIN ENTRANCE INTO, ATTEND, AND GRADUATE COLLEGE

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $535,375

Program Service Revenue $0

Investment Income $1,957

Other Revenue $-17,397

TOTAL REVENUE $519,935

Expense Breakdown

Grants Paid $298,933

Salaries & Benefits $100,138

Fundraising Expenses $52,294

Program Expenses $446,546

Other Expenses $116,411

TOTAL EXPENSES $515,482

Year-over-Year Comparison

	2024	2023	Change
Revenue	$519,935	$531,940	0.0%
Expenses	$515,482	$487,112	+0.1%
Net Income	$4,453	$44,828	-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

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

$7,500

Total Directors

$72,500

Key Employees

$65,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPHINE LOWERY	EXECUTIVE DIRECTOR	040.00	Director Key Emp Highest	$65,000	$0	$65,000
BARRY SMITH	SECRETARY/RESOURCE DEVELOPMENT DIRECTOR	001.00	Officer Director	$7,500	$0	$7,500
LORI BATEMAN	DIRECTOR	001.00	Director	$0	$0	$0
TIM BEMBRY	PRESIDENT	001.50	Officer Director	$0	$0	$0
SHARON BROACH	DIRECTOR	001.00	Director	$0	$0	$0
LISA HOWICK	DIRECTOR	003.00	Director	$0	$0	$0
NANCY HALE	DIRECTOR	001.00	Director	$0	$0	$0
CASSANDRA JOSEPH	DIRECTOR EMERITUS	001.00	Director	$0	$0	$0
CARL THOMAS	DIRECTOR	001.50	Director	$0	$0	$0
JENNIFER WALLACE	TREASURER	002.00	Officer Director	$0	$0	$0
DENYSE THORNLEY-BROWN	VICE PRESIDENT	002.00	Officer Director	$0	$0	$0
SEAN CONBOY	DIRECTOR	001.50	Director	$0	$0	$0
ANNE PLOSSER	DIRECTOR	001.00	Director	$0	$0	$0
HAROLD WILLIAMS	DIRECTOR	001.50	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	$519,935	$515,482	$192,705	$4,453
2024	$531,940	$487,112	$216,358	$44,828
2023	$406,769	$369,755	$139,530	$37,014
2022	$397,562	$367,255	$105,016	$30,307

COLLEGE CHOICE FOUNDATION