EDUCAUSE

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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

1998

Legal Domicile

Principal Officer

JOHN O'BRIEN

Phone

3034494430

Tax Period

2022-07-01 to 2023-06-30

EDUCAUSE, founded in 1998, is a mid-sized nonprofit in the Education sector that reported $23.6M in total revenue in fiscal year 2022. Revenue surged 132% from the prior year, signaling strong growth momentum.

Mission

ADVANCE HIGHER EDUCATION BY PROMOTING THE USE OF INFORMATION TECHNOLOGY.

Program Service Accomplishments

Program 1

Expenses: $4,188,901 Revenue: $2,612,795

COMMUNITIES AND RESEARCH: PROVIDES RESEARCH AND ANALYSIS ABOUT INFORMATION TECHNOLOGY IN HIGHER EDUCATION TO INFORMATION TECHNOLOGY PROFESSIONALS AND HIGHER EDUCATION LEADERS. PROVIDES STRUCTURES...

COMMUNITIES AND RESEARCH: PROVIDES RESEARCH AND ANALYSIS ABOUT INFORMATION TECHNOLOGY IN HIGHER EDUCATION TO INFORMATION TECHNOLOGY PROFESSIONALS AND HIGHER EDUCATION LEADERS. PROVIDES STRUCTURES THROUGH WHICH MEMBERS CAN NETWORK AND COLLABORATE WITH COLLEAGUES WHO ARE TACKLING TECHNOLOGICAL PROGRESS IN CORE TECHNOLOGIES. PROMOTES THE ADOPTION OF ANALYTICS-BASED SYSTEMS AMONG INSTITUTIONS OF HIGHER EDUCATION. CONDUCTS ENTERPRISE AND ADMINISTRATIVE PURSUITS CONCERNING THE USE OF INFORMATION TECHNOLOGY IN HIGHER EDUCATION INSTITUTIONS.

Program 2

Expenses: $3,885,023 Revenue: $10,485,320

CONFERENCES AND EVENTS: SUPPORTS ALL CONFERENCES AND EVENTS HELD BY THE ORGANIZATION INCLUDING THE ANNUAL CONFERENCE, THE ORGANIZATION'S PREMIER PROFESSIONAL DEVELOPMENT INITIATIVE WHICH PROVIDES...

CONFERENCES AND EVENTS: SUPPORTS ALL CONFERENCES AND EVENTS HELD BY THE ORGANIZATION INCLUDING THE ANNUAL CONFERENCE, THE ORGANIZATION'S PREMIER PROFESSIONAL DEVELOPMENT INITIATIVE WHICH PROVIDES LEARNING AND NETWORKING OPPORTUNITIES TO ALL LEVELS OF INFORMATION TECHNOLOGY PROFESSIONALS.

Program 3

Expenses: $1,933,616 Revenue: $5,392,310

PRESIDENT'S OFFICE: DEVELOPS ALLIANCES AND NETWORKS WITH RELATED PEERS, ORGANIZATIONS, AND MEMBERS WHO FURTHER EDUCATIONAL SUPPORT FOR INFORMATION RESOURCES PROFESSIONALS IN SUCH AREAS AS TECHNOLOGY...

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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 (2022)

Revenue Breakdown

Contributions & Grants $3,653,401

Program Service Revenue $18,952,416

Investment Income $947,029

Other Revenue $0

TOTAL REVENUE $23,552,846

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,859,356

Fundraising Expenses $0

Program Expenses $13,301,415

Other Expenses $12,244,713

TOTAL EXPENSES $24,104,069

Year-over-Year Comparison

	2022	2021	Change
Revenue	$23,552,846	$10,155,548	+1.3%
Expenses	$24,104,069	$9,389,810	+1.6%
Net Income	$-551,223	$765,738	-1.7%

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

2110

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

$769,237

Total Directors

Key Employees

$1,266,923

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN O'BRIEN	PRESIDENT AND CEO	45.00	Officer	$574,859	$76,206	$651,065
SUSAN GRAJEK	VP PARTNERSHIPS	45.00	Key Emp	$309,969	$49,922	$359,891
EDEN DAHLSTROM	VP PROFESSIONAL DEV	45.00	Key Emp	$242,624	$45,855	$288,479
CATHERINE YANG	VP DIGITAL	45.00	Key Emp	$212,472	$43,371	$255,843
JOSEPH D RYAN	VICE PRESIDENT CIO	45.00	Key Emp	$158,774	$33,851	$192,625
NICOLE M MCWHIRTER	CHIEF PLANNING OFFICER	45.00	Key Emp	$153,600	$16,485	$170,085
MARK M MCCORMACK	SENIOR DIRECTOR A AND R	45.00	Highest	$165,210	$61,475	$226,685
DIANA DIGGS	DIRECTOR OF PUBLISHING	45.00	Highest	$142,819	$34,398	$177,217
JARRET S CUMMINGS	DIRECTOR, POLICY AND GOV	45.00	Highest	$181,656	$70,498	$252,154
SARA TIPPENS REINITZ	DIRECTOR CIO	45.00	Highest	$177,314	$36,694	$214,008
LEAH M LANG	DIRECTOR OF CORPORATE	45.00	Highest	$151,842	$17,163	$169,005
NYCOLE JOINER	VP AND CFO	40.00	Officer	$103,295	$14,877	$118,172
HELEN NORRIS	BOARD CHAIR	1.30	Officer Director	$0	$0	$0
SHARON PITT	VICE CHAIR	1.30	Officer Director	$0	$0	$0
AMELIA PARNELL	TREASURER	1.30	Officer Director	$0	$0	$0
CELESTE SCHWARTZ	TREASURER UNTIL DECEMBER 2022	1.30	Officer Director	$0	$0	$0
ALLAN CHEN	SECRETARY	1.30	Officer Director	$0	$0	$0
PETER ANGELOS	DIRECTOR	1.30	Director	$0	$0	$0
ELIAS ELDAYRIE	DIRECTOR UNTIL OCTOBER 2022	1.30	Director	$0	$0	$0
GAYLEEN GRAY	DIRECTOR	1.30	Director	$0	$0	$0
JANE LIVINGSTON	DIRECTOR	1.30	Director	$0	$0	$0
TONY MOORE	DIRECTOR	1.30	Director	$0	$0	$0
SANDEEP SIDHU	DIRECTOR	1.30	Director	$0	$0	$0
CAROL SMITH	DIRECTOR UNTIL OCTOBER 2022	1.30	Director	$0	$0	$0
CHERYL WASHINGTON	DIRECTOR	1.30	Director	$0	$0	$0
MELISSA WOO	DIRECTOR	1.30	Director	$0	$0	$0
SHERRI YERK-ZWICKL	DIRECTOR	1.30	Director	$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	No data	No data	No data	No data
2023	$23,552,846	$24,104,069	$44,232,044	$-551,223
2022	$10,155,548	$9,389,810	$43,002,116	$765,738
2021	$23,875,929	$18,242,583	$45,912,990	$5,633,346
2020	$16,583,024	$18,720,804	$37,409,879	$-2,137,780
2019	$26,131,264	$26,830,845	$37,229,230	$-699,581
2018	$27,660,197	$26,700,891	$39,335,563	$959,306