THE CATHERINE B REYNOLDS FOUNDATION INC

EIN: 521509402 501(c)(3) Public & Societal Benefit

STERLING, VA

Total Revenue
$560,989
Total Expenses
$5,618,031
Total Assets
$24,639,270
Net Assets
$24,433,289
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
MD
Principal Officer
CATHERINE B REYNOLDS
Phone
2028338880
Tax Period
2023-10-01 to 2024-09-30

THE CATHERINE B REYNOLDS FOUNDATION INC, founded in 1986, is a small nonprofit in the Public & Societal Benefit sector that reported $561K in total revenue in fiscal year 2023. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $5.6M exceeded revenue, resulting in a 901% operating deficit.

Mission

TO HELP STUDENTS GAIN ACCESS TO FUNDS TO PAY FOR COLLEGE COSTS AND TO SUPPORT A VARIETY OF PHILANTHROPIC PROGRAMS INCLUDING BUT NOT LIMITED TO IN THE AREAS OF EDUCATION, THE ARTS, AND RESEARCH, THROUGH GRANT MAKING TO OTHER 501(C) ORGANIZATIONS.

Program Service Accomplishments

Program 1
Expenses: $1,788,028 Revenue: $0

1. TO CARRY ON A VARIETY OF PROGRAMS RELATING TO, AMONG OTHER THINGS, THE LENDING OF FUNDS TO OR FOR THE BENEFIT OF STUDENTS, FACULTY AND STAFF OF EDUCATIONAL INSTITUTIONS AND OTHERS FOR EDUCATIONAL...

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1. TO CARRY ON A VARIETY OF PROGRAMS RELATING TO, AMONG OTHER THINGS, THE LENDING OF FUNDS TO OR FOR THE BENEFIT OF STUDENTS, FACULTY AND STAFF OF EDUCATIONAL INSTITUTIONS AND OTHERS FOR EDUCATIONAL PURPOSES, INCLUDING SERVICING AND ADMINISTERING STUDENT LOAN PORTFOLIOS.2. TO ADMINISTER PROGRAMS WHEREBY OTHER GOVERNMENTAL OR NONGOVERNMENTAL ENTITIES LEND FUNDS TO OR FOR THE BENEFIT OF, AMONG OTHERS, STUDENTS, FACULTY AND STAFF OF EDUCATIONAL INSTITUTIONS AND NON-PROFIT INSTITUTIONS, IN FURTHERANCE OF RELIGIOUS, SCIENTIFIC, EDUCATIONAL OR CHARITABLE PURPOSES.3. TO DO ANY OTHER ACT OR THING INCIDENTAL TO OR CONNECTED WITH THE FOREGOING PURPOSES OR IN ADVANCEMENT THEREOF.EXEMPT PURPOSE ACHIEVEMENTS:A. THE ORGANIZATION HAS PROVIDED OVER $2,500,000,000 IN EDUCATIONAL LOANS TO OVER 350,000 AMERICANS. THESE FUNDS HAVE ALLOWED THESE INDIVIDUALS THE OPPORTUNITY TO FURTHER THEIR EDUCATION AND MEET THE RISING COST OF OBTAINING A HIGHER EDUCATION.PRIOR TO THE SALE OF ITS PORTFOLIO OF EDUCATIONAL LOANS IN FEBRUARY 2023, THE ORGANIZATION ADMINISTERED MULTIPLE LOAN PROGRAMS AND SERVICES THAT PROVIDED APPROXIMATELY $79,658,428 IN EDUCATIONAL LOANS FOR OVER 8,863 STUDENTS.IN ORDER TO RECEIVE A LOAN, THE STUDENT MUST BE ACCEPTED FOR ENROLLMENT FULL TIME OR PART TIME IN AN ACCREDITED COLLEGE, UNIVERSITY OR PRIVATE SECONDARY SCHOOL APPROVED BY EDUCAP INC. FOR THE LOAN PROGRAM UNDER WHICH THE APPLICATION IS BEING MADE.THE BORROWER OR COSIGNER MUST:BE CREDIT WORTHY AND BE A U.S. CITIZEN OR PERMANENT RESIDENT ALIEN OR HAVE A CREDITWORTHY COSIGNER WHO IS A U.S. CITIZEN OR PERMANENT RESIDENT ALIEN.BE 18 YEARS OF AGE OR OLDER AT THE TIME OF APPLICATION (19 IN ALABAMA AND NEBRASKA, 21 IN MISSISSIPPI AND PUERTO RICO).HAVE NO ADVERSE PUBLIC RECORDS (E.G., COLLECTIONS, TAX LIENS, ETC.) ON THEIR CREDIT REPORTS.HAVE AN ACCEPTABLE BANKRUPTCY SCORE ASSIGNED BY A CREDIT REPORTING AGENCY.HAVE AN ACCEPTABLE CREDIT SCORE (AS DETERMINED BY EDUCAP INC.'S CREDIT SCORING MODEL) FOR THE LOAN PROGRAM UNDER WHICH THE APPLICATION IS BEING MADE.HAVE NEVER DEFAULTED ON A STUDENT LOAN.SUBMIT INCOME VERIFICATION DOCUMENTS.MAXIMUM LOAN AMOUNTS ARE BASED ON:SCHOOL COSTSINCOME AND DEBT TO INCOME RATIO

Program 2
Expenses: $2,587,500

TO MAKE GRANTS TO OTHER 501(C)(3) ORGANIZATIONS IN FURTHERANCE OF ITS MISSION, FOCUSED UPON FOSTERING AN EDUCATED CITIZENRY THROUGH SUPPORT OF EDUCATION, THE ARTS, RESEARCH AND A VARIETY OF OTHER...

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TO MAKE GRANTS TO OTHER 501(C)(3) ORGANIZATIONS IN FURTHERANCE OF ITS MISSION, FOCUSED UPON FOSTERING AN EDUCATED CITIZENRY THROUGH SUPPORT OF EDUCATION, THE ARTS, RESEARCH AND A VARIETY OF OTHER CHARITABLE AND EDUCATIONAL ACTIVITIES.DURING ITS FISCAL YEAR ENDING SEPTEMBER 30, 2024, THE ORGANIZATION HAS MADE GRANTS TOTALING $2,587,500 AND HAS PAID OUT $2,587,500 IN CASH CONTRIBUTIONS TO 13 DIFFERENT CHARITABLE ORGANIZATIONS EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.

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Trantor Score

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $536,989
Other Revenue $24,000
TOTAL REVENUE $560,989

Expense Breakdown

Grants Paid $2,587,500
Salaries & Benefits $1,872,048
Fundraising Expenses $0
Program Expenses $4,375,528
Other Expenses $1,158,483
TOTAL EXPENSES $5,618,031

Year-over-Year Comparison

2023 2022 Change
Revenue $560,989 $1,515,828 -0.6%
Expenses $5,618,031 $16,951,195 -0.7%
Net Income $-5,057,042 $-15,435,367 -0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
5
Independent Members
3
Employees
3
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
3
$974,304
Total Directors
5
$883,646
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CATHERINE REYNOLDS CHAIRMAN OF THE BOARD & CE 40.00
Officer Director
$822,044 $61,602 $883,646
WAYNE REYNOLDS DIRECTOR 2.00
Director
$0 $0 $0
JOSEPH RALSTON DIRECTOR 2.00
Director
$0 $0 $0
STEPHEN GLOVER DIRECTOR 2.00
Director
$0 $0 $0
MARGERY KRAUS DIRECTOR 2.00
Director
$0 $0 $0
MATTHEW MURRAY TREASURER 40.00
Officer
$81,017 $9,641 $90,658
STEVE CADY SECRETARY 2.00
Officer
$0 $0 $0
VANESSA MOORE EXECUTIVE ASSISTANT TO CHA 40.00
Highest
$153,987 $22,504 $176,491
ETHEL TERRADO-LOWE DIRECTOR OF NEW MEDIA & DE 40.00
Highest
$177,449 $9,780 $187,229
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 $560,989 $5,618,031 $24,639,270 $-5,057,042
2023 $1,515,828 $16,951,195 $27,657,565 $-15,435,367
2022 $3,429,686 $7,403,222 $60,861,527 $-3,973,536
2021 $4,047,763 $6,482,925 $80,424,876 $-2,435,162
2020 $4,920,309 $9,640,289 $86,275,715 $-4,719,980
2019 $6,381,598 $10,364,740 $97,427,559 $-3,983,142
2018 $6,782,534 $10,585,424 $110,968,986 $-3,802,890
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