Council of Graduate Schools (EIN 522175852) - 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

1999

Legal Domicile

Principal Officer

Suzanne Ortega

Phone

2022233791

Tax Period

2023-01-01 to 2023-12-31

Council of Graduate Schools, founded in 1999, is a community nonprofit in the Education sector that reported $5.8M in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $6.4M exceeded revenue, resulting in a 11% operating deficit.

Mission

Dedicated to the improvement and advancement of graduate education.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,428,693

Program Service Revenue $4,029,920

Investment Income $263,567

Other Revenue $34,037

TOTAL REVENUE $5,756,217

Expense Breakdown

Grants Paid $160,000

Salaries & Benefits $3,898,046

Fundraising Expenses $0

Program Expenses $4,178,334

Other Expenses $2,359,105

TOTAL EXPENSES $6,417,151

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,756,217	$6,749,858	-0.1%
Expenses	$6,417,151	$5,511,331	+0.2%
Net Income	$-660,934	$1,238,527	-1.5%

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

$1,429,718

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Graham Hammill	Chair	0.50	Officer Director	$0	$0	$0
Michael Cunningham	Chair Elect	0.50	Officer Director	$0	$0	$0
April Boulton	Board of Director	0.50	Director	$0	$0	$0
Jeni Hart	Board of Director	0.50	Director	$0	$0	$0
Chevelle Newsome	Board of Director	0.50	Director	$0	$0	$0
Mary Farmer-Kaiser PhD	Board of Director (JOINED)	0.50	Director	$0	$0	$0
Daniel Kleinman	Board of Director (JOINED)	0.50	Director	$0	$0	$0
Michael JSolomon	Board of Director (JOINED)	0.50	Director	$0	$0	$0
James Soto Antony	Board of Director (JOINED)	0.50	Director	$0	$0	$0
Suzanne Ortega	President	35.00	Officer	$977,556	$105,012	$1,082,568
Keith Peregonov	Vice President, Chief Financial Officer	35.00	Officer	$250,921	$96,229	$347,150
Julie Kent	VP, Best Practices and Strategic Initatives	35.00	Highest	$187,268	$63,242	$250,510
Amy Scott	Assoc. VP, Gov't Relations	35.00	Highest	$192,096	$39,139	$231,235
Gary Amstrong	Controller	35.00	Highest	$138,872	$50,977	$189,849
Janice Goggins	Dir, Member Engagement, Recruitment & Retention	35.00	Highest	$132,101	$48,431	$180,532
Heidi Shank	Dir, Meetings & Member Services	35.00	Highest	$127,321	$52,890	$180,211

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	$5,756,217	$6,417,151	$17,062,660	$-660,934
2022	$6,749,858	$5,511,331	$17,335,775	$1,238,527
2021	$5,111,442	$4,408,998	$16,106,067	$702,444
2020	$4,356,151	$4,317,549	$15,477,083	$38,602
2019	$6,832,887	$5,489,512	$14,999,754	$1,343,375
2018	$5,351,042	$5,560,336	$12,684,699	$-209,294

Council of Graduate Schools