CECU RESEARCH FOUNDATION (EIN 882440805) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2022

Legal Domicile

Principal Officer

JASON ALTMIRE

Phone

7039803582

Tax Period

2024-07-01 to 2025-06-30

CECU RESEARCH FOUNDATION, founded in 2022, is a small nonprofit in the Public & Societal Benefit sector that reported $697K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $403K, a strong 58% operating margin.

Mission

TO SUPPORT AND PROMOTE EVIDENCE-BASED RESEARCH TO IMPROVE HIGHER EDUCATION, PARTICULARLY CAREER AND TECHNICAL EDUCATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $674,340

Program Service Revenue $0

Investment Income $22,994

Other Revenue $0

TOTAL REVENUE $697,334

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $294,087

Other Expenses $294,703

TOTAL EXPENSES $294,703

Year-over-Year Comparison

	2024	2023	Change
Revenue	$697,334	$925,282	-0.2%
Expenses	$294,703	$288	+1022.3%
Net Income	$402,631	$924,994	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$885,048

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE BASLER	CHAIR	1.00	Officer Director	$0	$0	$0
MICHELLE EDWARDS	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
JORDAN UTLEY	TREASURER	1.00	Officer Director	$0	$0	$0
BROOKE BARAN	SECRETARY	1.00	Officer Director	$0	$0	$0
MARY CANO	MEMBER	1.00	Director	$0	$0	$0
VALERIE CIMAROSSA	MEMBER	1.00	Director	$0	$0	$0
BILL KOHLHOFF	MEMBER	1.00	Director	$0	$0	$0
RAGHEB MILAD	MEMBER	1.00	Director	$0	$0	$0
ALYSSA PERRY	MEMBER	1.00	Director	$0	$0	$0
RILEY BURR	EXECUTIVE DIRECTOR	4.00	Officer	$0	$0	$0
DEEPTI TANEJA	CHIEF ADMINISTRATIVE OFFICER	4.00	Officer	$0	$60,812	$248,579
JASON ALTMIRE	CEO/PRESIDENT	4.00	Officer	$0	$63,106	$636,469

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	$697,334	$294,703	$1,328,610	$402,631
2024	$925,282	$288	$936,249	$924,994

CECU RESEARCH FOUNDATION