THE ASSOCIATION OF HIGHER EDUCATION FACILITIES OFFICERS (EIN 850211201) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1914

Legal Domicile

Principal Officer

LALIT AGARWAL

Phone

7036841446

Tax Period

2024-04-01 to 2025-03-31

THE ASSOCIATION OF HIGHER EDUCATION FACILITIES OFFICERS, founded in 1914, is a community nonprofit in the Community Improvement sector that reported $5.8M in total revenue in fiscal year 2017.

Mission

THE ASSOCIATION WAS FORMED TO DEVELOP AND MAINTAIN HIGH STANDARDS FOR PHYSICAL PLANTS/FACILITY ORGANIZATIONS UTILIZED BY EDUCATIONAL INSTITUTIONS AND TO PROMOTE PROFESSIONAL IDEALS AND STANDARDS TO BETTER SERVE THE OBJECTIVES OF THE EDUCATIONAL ENTERPRISE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $39,446

Program Service Revenue $4,099,791

Investment Income $41,116

Other Revenue $606,332

TOTAL REVENUE $4,786,685

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,740,976

Fundraising Expenses $0

Program Expenses $3,763,789

Other Expenses $3,231,549

TOTAL EXPENSES $4,972,525

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,786,685	$4,503,710	+0.1%
Expenses	$4,972,525	$4,775,561	+0.0%
Net Income	$-185,840	$-271,851	-0.3%

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

$378,113

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANITA DOSIK	ASST DIRECTOR OF PUBLICATION	40.00	Director	$0	$0	$0
DAVE IRVIN	CHAIR	5.00	Officer Director	$0	$0	$0
MARGARET TENNESSEN	VICE CHAIR (THRU 9/24)	3.00	Officer Director	$0	$0	$0
CRYSTAL SMITH	TREASURER	3.00	Officer Director	$0	$0	$0
JIM HUNDRIESER	AT-LARGE MEMBER	3.00	Director	$0	$0	$0
ANGELA MEYER	CAPPA REGIONAL DIRECTOR (THRU 9/24)	2.00	Director	$0	$0	$0
JESSICA ABBOTT	ERAPPA REGIONAL DIRECTOR	2.00	Director	$0	$0	$0
STEVE GILSDORF	MAPPA REGIONAL DIRECTOR (THRU 9/24)	2.00	Director	$0	$0	$0
ERIC JOHNSON	PCAPPA REGIONAL DIRECTOR	2.00	Director	$0	$0	$0
LUIS ROCHA	RMA REGIONAL DIRECTOR	2.00	Director	$0	$0	$0
DAVID SMITH	SRAPPA REGIONAL DIRECTOR (THRU 9/24)	2.00	Director	$0	$0	$0
BOBBY ALDRICH	VICE CHAIR (AS OF 9/24)	3.00	Director	$0	$0	$0
MATTHEW ROM	CAPPA REGIONAL DIRECTOR (AS OF 9/24)	2.00	Director	$0	$0	$0
BRANDON BASWELL	MAPPA REGIONAL DIRECTOR (AS OF 9/24)	2.00	Director	$0	$0	$0
DAN WHATLEY	SRAPPA REGIONAL DIRECTOR (AS OF 9/24)	2.00	Director	$0	$0	$0
ROBIN R HOLLY-JUDD	DIRECTOR OF ADMINISTRATION	40.00	Officer	$214,671	$34,790	$249,461
LALIT AGARWAL	PRESIDENT & CEO	40.00	Officer	$116,384	$12,268	$128,652
SUZANNE HEALY	DIR PROFESSIONAL DEVELOPMENT	40.00	Highest	$162,279	$35,356	$197,635
CHRISTINA HILLS	DIR OF CREDENTIALING & BEN	40.00	Highest	$154,670	$27,965	$182,635
DAVID MCCABE	DIRECTOR OF EVENTS	40.00	Highest	$134,634	$13,577	$148,211
ELIZABETH LANDER MEDLIN	FORMER PRESIDENT & CEO (UNTIL 12/23)	40.00		$728,967	$37,745	$766,712

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	$4,786,685	$4,972,525	$3,250,487	$-185,840
2024	$4,503,710	$4,775,561	$4,366,938	$-271,851
2023	$4,759,430	$4,853,449	$3,516,414	$-94,019
2022	$3,579,060	$3,492,425	$4,452,215	$86,635
2021	$3,422,524	$2,946,578	$4,320,293	$475,946
2020	$6,218,611	$7,163,621	$4,396,942	$-945,010
2019	$6,286,553	$6,007,970	$5,581,035	$278,583
2018	$5,839,851	$6,360,184	$5,162,738	$-520,333

THE ASSOCIATION OF HIGHER EDUCATION FACILITIES OFFICERS