The 2033 Higher Education Development Foundation (EIN 823699790) - 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

2017

Legal Domicile

Principal Officer

Ross Wilson

Phone

5123813001

Tax Period

2023-01-01 to 2023-12-31

The 2033 Higher Education Development Foundation, founded in 2017, is a small nonprofit in the Education sector that reported $922K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $902K, a strong 98% operating margin.

Mission

To Support The University of Texas at Austin.

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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 $0

Program Service Revenue $0

Investment Income $3,131

Other Revenue $919,282

TOTAL REVENUE $922,413

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $340

Other Expenses $20,322

TOTAL EXPENSES $20,322

Year-over-Year Comparison

	2023	2022	Change
Revenue	$922,413	$682,066	+0.4%
Expenses	$20,322	$17,355	+0.2%
Net Income	$902,091	$664,711	+0.4%

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

$187,045

Total Directors

$1,458,728

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sanford L Gottesman	President	30.00	Officer Director	$0	$0	$0
Jeremy Smitheal	Vice President	15.00	Officer Director	$0	$0	$0
Nancy Oakley	Secretary/Treasurer	3.00	Officer Director	$0	$8,260	$187,045
James Davis	Director (as of Sept. 2023)	1.00	Director	$0	$22,453	$721,512
David Slesnick	Director (as of Sept. 2023)	1.00	Director	$0	$58,393	$550,171

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	$922,413	$20,322	$263,049,432	$902,091
2022	$682,066	$17,355	$210,331,908	$664,711
2021	$50,000	$16,860	$108,477,674	$33,140
2020	No data	$15,867	$49,312,511	No data
2019	$352,019	$24,170	$10,990,114	$327,849
2018	$67,829	No data	$1,444,400	No data

The 2033 Higher Education Development Foundation