COUNCIL FOR OPPORTUNITY IN EDUCATION (EIN 521221301) - 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

1980

Legal Domicile

Principal Officer

KIMBERLY JONES

Phone

2023477430

Tax Period

2024-07-01 to 2025-06-30

COUNCIL FOR OPPORTUNITY IN EDUCATION, founded in 1980, is a mid-sized nonprofit that reported $10.7M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

TO FURTHER THE EXPANSION OF COLLEGE ACCESS AND SUCCESS SERVICES THROUGHOUT THE UNITED STATES.

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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 $6,683,492

Program Service Revenue $3,914,121

Investment Income $53,547

Other Revenue $31,955

TOTAL REVENUE $10,683,115

Expense Breakdown

Grants Paid $201,554

Salaries & Benefits $3,876,613

Fundraising Expenses $167,057

Program Expenses $7,628,623

Other Expenses $6,475,760

TOTAL EXPENSES $10,553,927

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,683,115	$9,538,138	+0.1%
Expenses	$10,553,927	$11,209,390	-0.1%
Net Income	$129,188	$-1,671,252	-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

Employees

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

$653,799

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARA LUNA	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
SAM BLANCO III	PAST BOARD CHAIR (UNTIL 9/2024)	1.00	Officer Director	$0	$0	$0
JEFF KAHLDEN	BOARD CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
LEO CONWAY	TREASURER	1.00	Officer Director	$0	$0	$0
THERESA RADER	SECRETARY	1.00	Officer Director	$0	$0	$0
STEPHEN REBELLO	AEEE MEMBER	1.00	Director	$0	$0	$0
ANGELICA A BENITEZ	AEEE MEMBER	1.00	Director	$0	$0	$0
JAMI BAYLES	ASPIRE MEMBER	1.00	Director	$0	$0	$0
SAMANTHA HILL	ASPIRE MEMBER	1.00	Director	$0	$0	$0
W BARNEY NYE	ASPIRE MEMBER (UNTIL 10/2024)	1.00	Director	$0	$0	$0
DARIANA ROYBAL	ASPIRE MEMBER	1.00	Director	$0	$0	$0
MAYREL ARTILES FONESCA	CAEOP MEMBER	1.00	Director	$0	$0	$0
ALEJANDRO MORALES	CAEOP MEMBER	1.00	Director	$0	$0	$0
FABIOLA A FALTO CASTRO	CAEOP MEMBER	1.00	Director	$0	$0	$0
LEROY BURROUGHS	EOA MEMBER	1.00	Director	$0	$0	$0
KAREN SMOLAREK	EOA MEMBER	1.00	Director	$0	$0	$0
ADAM CINDERICH	EOA MEMBER	1.00	Director	$0	$0	$0
CINDY VIRTA	EOA MEMBER (UNTIL 11/2024)	1.00	Director	$0	$0	$0
CHELSEY TOMS	MEAEOPP MEMBER	1.00	Director	$0	$0	$0
NICHOLAS BEDWAY	MEAEOPP MEMBER (UNTIL 10/2024)	1.00	Director	$0	$0	$0
DANNY GILES	MEAEOPP MEMBER	1.00	Director	$0	$0	$0
JESSICA LEWIS	MEAEOPP MEMBER	1.00	Director	$0	$0	$0
ROBIN WILLIAMS	NAEOP MEMBER	1.00	Director	$0	$0	$0
MEGAN SIMILA	NAEOP MEMBER	1.00	Director	$0	$0	$0
DINA J IBARRA	NAEOP MEMBER	1.00	Director	$0	$0	$0
GEOF GARNER	NAEOP MEMBER (UNTIL 10/2024)	1.00	Director	$0	$0	$0
ARIELLE DERIVAL-JOSEPH	NEOA MEMBER	1.00	Director	$0	$0	$0
YARA ZOCCARATO	NEOA MEMBER	1.00	Director	$0	$0	$0
LINDSAY CARPENTER	NEOA MEMBER	1.00	Director	$0	$0	$0
ROBERT POTE	NEOA MEMBER (UNTIL 9/2024)	1.00	Director	$0	$0	$0
HOLLY LAWRENCE	SAEOPP MEMBER	1.00	Director	$0	$0	$0
SHERONTAE MAXWELL	SAEOPP MEMBER	1.00	Director	$0	$0	$0
MAURICE MATHIS	SAEOPP MEMBER	1.00	Director	$0	$0	$0
D'ANGELO SANDS	SWASAP MEMBER	1.00	Director	$0	$0	$0
TERIKI BARNES	SWASAP MEMBER	1.00	Director	$0	$0	$0
DONTA MILLS	SWASAP MEMBER	1.00	Director	$0	$0	$0
DARICA N SIMON	SWASAP MEMBER (UNTIL 11/2024)	1.00	Director	$0	$0	$0
MARIA SANDRA JIMENEZ	WESTOP MEMBER	1.00	Director	$0	$0	$0
DALIA HERNANDEZ	WESTOP MEMBER	1.00	Director	$0	$0	$0
VICTOR ROJAS	WESTOP MEMBER	1.00	Director	$0	$0	$0
KIMBERLY JONES	PRESIDENT	40.00	Officer	$368,235	$82,241	$450,476
GREGORY MOLDENHAUER	VICE PRESIDENT OF BUSINESS & FINANCE	40.00	Officer	$170,765	$32,558	$203,323
AARON BROWN	EXECUTIVE VICE PRESIDENT	40.00	Highest	$254,836	$58,775	$313,611
ANGELICA VIALPANDO	SVP, PROG & PROF DEVELOPMENT	40.00	Highest	$186,360	$51,444	$237,804
TERRY VAUGHAN	VP, PELL INSTITUTE	40.00	Highest	$194,634	$33,687	$228,321
DIANE SHUST	VP, PUBLIC POLICY	40.00	Highest	$170,358	$17,923	$188,281
WENDELL FABUL	ASSOC. VP, BUSINESS AND FINANCE	40.00	Highest	$146,106	$44,023	$190,129

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	$10,683,115	$10,553,927	$7,012,495	$129,188
2024	$9,538,138	$11,209,390	$7,368,477	$-1,671,252
2023	$10,331,790	$10,589,537	$8,309,280	$-257,747
2022	$9,579,484	$10,483,247	$5,676,697	$-903,763
2021	$9,486,580	$7,351,160	$5,960,944	$2,135,420
2020	$8,308,398	$7,417,647	$3,201,325	$890,751
2019	$8,204,317	$7,241,077	$2,820,003	$963,240
2018	$6,816,650	$6,626,965	$2,271,016	$189,685

COUNCIL FOR OPPORTUNITY IN EDUCATION