CSBS EDUCATION FOUNDATION (EIN 521347951) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

BRANDON MILHORN

Phone

2022962840

Tax Period

2023-01-01 to 2023-12-31

CSBS EDUCATION FOUNDATION, founded in 1984, is a community nonprofit in the Public & Societal Benefit sector that reported $4.0M in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum.

Mission

THE PURPOSE OF THE CSBS EDUCATION FOUNDATION (CSBSEF) IS TO FUND AND DIRECT THE STATE REGULATORY WORKFORCE DEVELOPMENT, EXAMINER CERTIFICATION, AND AGENCY ACCREDITATION EFFORTS. TO THAT END, THE FOUNDATION OFFERS A WIDE RANGE OF ON-SITE AND ONLINE LEARNING AND DEVELOPMENT PROGRAMS FOR REGULATORY PERSONNEL, A VARIETY OF EXAMINER CERTIFICATION DESIGNATIONS TO RECOGNIZE THEIR PROFESSIONALISM, AND ACCREDITATION PROGRAMS FOR STATE BANK AND MORTGAGE REGULATORY AGENCIES TO STRENGTHEN THE SYSTEM OF STATE FINANCIAL SUPERVISION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,705,017

Program Service Revenue $2,255,954

Investment Income $65,156

Other Revenue $0

TOTAL REVENUE $4,026,127

Expense Breakdown

Grants Paid $21,000

Salaries & Benefits $1,089,924

Fundraising Expenses $0

Program Expenses $2,552,702

Other Expenses $3,031,783

TOTAL EXPENSES $4,142,707

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,026,127	$2,916,416	+0.4%
Expenses	$4,142,707	$2,906,393	+0.4%
Net Income	$-116,580	$10,023	-12.6%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$1,534,074

Total Directors

$1,048,569

Key Employees

$1,465,106

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES COOPER	SECRETARY, PRESIDENT/CEO (THRU 12/23)	3.00	Officer Director	$70,075	$102,554	$1,048,569
KEVIN QUINN	SVP, ENTERPRISE INFRASTRUCTURE	3.00	Highest	$26,323	$283,075	$638,428
NGOC VU	CHIEF INFORMATION OFFICER	3.00	Key Emp	$34,546	$87,728	$554,100
MARGARET LIU	EVP, STRATEGIC ENGAGEMENT	3.00	Key Emp	$31,701	$88,319	$516,284
KELLY HAIRE	EVP, PEOPLE OPERATIONS	3.00	Highest	$28,627	$84,451	$470,924
TODD SCHARF SR	CHIEF INFORMATION SECURITY	3.00	Highest	$28,054	$58,706	$437,431
LEILA GREEN	EVP AND CFO, FINANCE AND OFFICE OPS	3.00	Officer	$26,467	$74,229	$431,530
KRIS ROWLEY	CHIEF DATA OFFICER	3.00	Highest	$24,612	$69,671	$401,930
BRIDGET PLITT	SENIOR VICE PRESIDENT, LEARNING & DEVELOPMENT	37.50	Key Emp	$24,755	$60,524	$394,722
BRANDON MILHORN	PRESIDENT AND CEO (AS OF 12/23)	37.50	Officer	$3,987	$147	$53,975
SUSANNAH MARSHALL	CHAIR	1.00	Officer Director	$0	$0	$0
KELLY LAMMERS	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
INGRID WHITE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROSHUNDA KELLY	TREASURER (AS OF 6/23)	1.00	Officer Director	$0	$0	$0
TONY SALAZAR	TREASURER (THRU 5/23)	1.00	Officer Director	$0	$0	$0
TOM FITE	CSBS IMMEDIATE PAST CHAIR (AS OF 6/23)	1.00	Director	$0	$0	$0
MARTY LAMB	CERTIFICATION COMM. CHAIR	1.00	Director	$0	$0	$0
MELISSA SNEED	PERFORMANCE STANDARDS COMMITTEE CHAIR	1.00	Director	$0	$0	$0
CHRIS ROMANO	CONTENT DEV. AND OVERSIGHT COMM CHAIR	1.00	Director	$0	$0	$0
PATTI PERKINS	TRUSTEE	1.00	Director	$0	$0	$0
TOD TRULOVE	TRUSTEE	1.00	Director	$0	$0	$0
MARILYN DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
WENDY RODRIQUEZ	TRUSTEE	1.00	Director	$0	$0	$0
MARK HASTIE	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN GORDON	TRUSTEE	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
2024	No data	No data	No data	No data
2023	$4,026,127	$4,142,707	$3,960,910	$-116,580
2022	$2,916,416	$2,906,393	$4,530,734	$10,023
2021	$2,363,709	$2,411,467	$4,204,118	$-47,758
2020	$3,253,296	$3,140,540	$3,810,502	$112,756
2019	$4,410,039	$4,194,591	$4,114,884	$215,448
2018	$3,979,403	$3,847,502	$3,329,927	$131,901

CSBS EDUCATION FOUNDATION