COLLEGEBOUND FOUNDATION (EIN 521598921) - 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

1988

Legal Domicile

Principal Officer

CATHERINE MOTZ

Phone

4107813676

Tax Period

2024-07-01 to 2025-06-30

COLLEGEBOUND FOUNDATION, founded in 1988, is a community nonprofit that reported $8.4M in total revenue in fiscal year 2024. Revenue fell 61% from the prior year — a significant decline worth monitoring. Net assets of $57.0M represent 82 months of operating reserves.

Mission

TO PROVIDE COUNSELING AND FINANCIAL RESOURCES TO BALTIMORE CITY PUBLIC SCHOOL STUDENTS.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $4,938,337

Program Service Revenue $1,310,710

Investment Income $2,120,271

Other Revenue $-2,057

TOTAL REVENUE $8,367,261

Expense Breakdown

Grants Paid $2,078,270

Salaries & Benefits $4,799,697

Fundraising Expenses $458,476

Program Expenses $7,791,996

Other Expenses $1,976,846

TOTAL EXPENSES $8,854,813

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,367,261	$21,717,252	-0.6%
Expenses	$8,854,813	$7,270,211	+0.2%
Net Income	$-487,552	$14,447,041	-1.0%

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

Volunteers

150

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

$217,942

Total Directors

$217,942

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHERINE MOTZ	EXECUTIVE DIRECTOR	40.00	Officer Director	$196,356	$21,586	$217,942
ALICIA WILSON	CHAIR	1.00	Officer Director	$0	$0	$0
ROBERT C EMBRY JR	TREASURER (UNTIL 12/25)	1.00	Officer Director	$0	$0	$0
CAROL D RECKLING	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID GIBBONS	DIRECTOR	1.00	Director	$0	$0	$0
MARK GINSBERG	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD GREENWOOD	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL E HAYNIE	DIRECTOR	1.00	Director	$0	$0	$0
BRETT INGERMAN	DIRECTOR	1.00	Director	$0	$0	$0
JULIA JASKEN	DIRECTOR	1.00	Director	$0	$0	$0
ADRIAN S JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
J DREXEL KNIGHT	DIRECTOR	1.00	Director	$0	$0	$0
ALICE T LILLY	DIRECTOR	1.00	Director	$0	$0	$0
EDWIN LUGO II	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MCLAUGHLIN	DIRECTOR	1.00	Director	$0	$0	$0
THE HONORABLE WES MOORE	DIRECTOR	1.00	Director	$0	$0	$0
PETER H NACHTWEY	DIRECTOR	1.00	Director	$0	$0	$0
DR ASMA NAEEM	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA PERRY	DIRECTOR	1.00	Director	$0	$0	$0
THOMASINA POIROT	DIRECTOR	1.00	Director	$0	$0	$0
DAVID A QUARANTA	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE ROCHE	DIRECTOR	1.00	Director	$0	$0	$0
THE HONORABLE JULIE R RUBIN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT SALLEY	DIRECTOR	1.00	Director	$0	$0	$0
DR SONJA B SANTELISES	DIRECTOR	1.00	Director	$0	$0	$0
TERRY SAWYER	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES SCHEELER	DIRECTOR	1.00	Director	$0	$0	$0
BALTIMORE MAYOR BRANDON SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
DAVID WILSON	DIRECTOR	1.00	Director	$0	$0	$0
SAMUEL T WOODSIDE	DIRECTOR	1.00	Director	$0	$0	$0
DR CAREY WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
GREG BROWN	DIRECTOR (UNTIL 1/25)	1.00	Director	$0	$0	$0
ATERIA GRIFFON	DIRECTOR (UNTIL 7/3/24)	1.00	Director	$0	$0	$0
D SCOTT WARMAN	DIRECTOR (UNTIL 6/25/25)	1.00	Director	$0	$0	$0
CHARLES WASHINGTON	DIRECTOR (UNTIL 6/25/25)	1.00	Director	$0	$0	$0
JENNIFER COVAHEY	DIRECTOR OF COLLEGE SUCCES	40.00	Highest	$118,006	$13,842	$131,848
KRISTI LYNN STRAIGHT	DIRECTOR OF ACCOUNTING	40.00	Highest	$104,111	$1,888	$105,999

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	$8,367,261	$8,854,813	$61,450,595	$-487,552
2024	No data	No data	No data	No data
2023	$8,625,849	$6,020,853	$40,172,443	$2,604,996
2022	$8,585,423	$4,793,505	$36,170,637	$3,791,918
2021	$5,916,835	$4,455,060	$38,720,383	$1,461,775
2020	$3,538,355	$4,566,017	$32,538,837	$-1,027,662
2019	$4,986,696	$4,559,937	$32,818,028	$426,759
2018	$4,924,537	$3,711,779	$32,160,783	$1,212,758

COLLEGEBOUND FOUNDATION