THE COLLEGE SAVINGS FOUNDATION (EIN 820586030) - 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

2003

Legal Domicile

Principal Officer

JENNIFE DISANZA

Phone

2404046472

Tax Period

2024-01-01 to 2024-12-31

THE COLLEGE SAVINGS FOUNDATION, founded in 2003, is a small nonprofit in the Community Improvement sector that reported $574K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $556K left a modest 3% surplus.

Mission

The College Savings Foundation has the mission of helping American families achieve their education savings goals by working with public policy makers, media representatives and financial service industry executives in support of education savings programs.

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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 $0

Program Service Revenue $573,730

Investment Income $617

Other Revenue $0

TOTAL REVENUE $574,347

Expense Breakdown

Grants Paid $0

Salaries & Benefits $186,133

Fundraising Expenses $0

Other Expenses $369,400

TOTAL EXPENSES $555,533

Year-over-Year Comparison

	2024	2023	Change
Revenue	$574,347	$505,540	+0.1%
Expenses	$555,533	$481,385	+0.2%
Net Income	$18,814	$24,155	-0.2%

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

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

$180,955

Total Directors

$180,955

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA GREEN	DIRECTOR	1.00	Director	$0	$0	$0
RICH POLIMENI	DIRECTOR	1.00	Officer Director	$0	$0	$0
JOHN PARK	TREASURER	1.00	Officer Director	$0	$0	$0
EVAN MAYHEW	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY DURKAN	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN JOHNSTON	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS WERNER	DIRECTOR	1.00	Director	$0	$0	$0
SANDRA PALMER	DIRECTOR	1.00	Director	$0	$0	$0
SARA ISMART	DIRECTOR	1.00	Director	$0	$0	$0
VIVIAN TSAI	CHAIR EMERITI	1.00	Director	$0	$0	$0
REAGAN ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN JOBE	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER DISANZA	EXCEUTIVE DIRECTOR	25.00	Officer Director	$180,955	$0	$180,955
DEBORAH SMITH	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
CHRIS MCGEE	CHAIR	1.00	Officer Director	$0	$0	$0
ROB PERCIVAL	DIRECTOR	1.00	Director	$0	$0	$0
PAULA SMITH	DIRECTOR	1.00	Director	$0	$0	$0
TRACY ZIEGLER	SECRETARY	1.00	Officer	$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
2025	No data	No data	No data	No data
2024	$523,374	$541,533	$324,511	$-18,159
2024	$574,347	$555,533	$304,821	$18,814
2023	$505,540	$481,385	$345,883	$24,155
2022	$373,975	$402,566	$370,666	$-28,591
2021	$357,569	$394,781	$422,498	$-37,212
2020	$362,455	$404,155	$701,175	$-41,700
2019	$463,722	$447,978	$584,074	$15,744
2018	$465,937	$423,620	$696,781	$42,317

THE COLLEGE SAVINGS FOUNDATION