College Success Foundation (EIN 912036088) - 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

2000

Legal Domicile

Principal Officer

James Dorsey

Phone

4254162000

Tax Period

2023-07-01 to 2024-06-30

College Success Foundation, founded in 2000, is a mid-sized nonprofit in the Education sector that reported $27.2M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year.

Mission

We provide a unique integrated system of supports and scholarships to inspire underserved, low-income students to finish high school, graduate from college and succeed in life.

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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 $11,325,621

Program Service Revenue $15,041,977

Investment Income $480,967

Other Revenue $377,268

TOTAL REVENUE $27,225,833

Expense Breakdown

Grants Paid $7,349,893

Salaries & Benefits $15,086,120

Fundraising Expenses $1,616,539

Program Expenses $22,146,271

Other Expenses $4,591,482

TOTAL EXPENSES $27,027,495

Year-over-Year Comparison

	2023	2022	Change
Revenue	$27,225,833	$32,385,020	-0.2%
Expenses	$27,027,495	$27,299,796	0.0%
Net Income	$198,338	$5,085,224	-1.0%

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

204

Volunteers

150

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

$1,048,434

Total Directors

$279,336

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Dorsey	President & CEO	40.00	Officer Director	$252,233	$27,103	$279,336
Michael Cheever	Executive VP	40.00	Officer	$196,852	$21,840	$218,692
Rosemary Turner	VP of Operation	40.00	Officer	$176,219	$17,690	$193,909
Kellie Nakano	VP of Program	40.00	Officer	$162,133	$16,959	$179,092
Danette Knudson	VP of Strategy	40.00	Officer	$160,943	$16,462	$177,405
Mary Thiesen	Communication Dir.	40.00		$138,244	$15,838	$154,082
Juliet Schindler	Public Affair Dir.	40.00		$137,836	$15,248	$153,084
Sarah Porter	Finance Dir.	40.00		$125,414	$14,513	$139,927
Senait Habte	Executive Dir.	40.00		$116,669	$13,795	$130,464
Yichun Chen	Assistant Dir.	40.00		$113,967	$6,402	$120,369
George Bridges	Chair	2.00	Officer Director	$0	$0	$0
James P Murphy	Vice Chair/Trea	2.00	Officer Director	$0	$0	$0
Walter Impert	Secretary	2.00	Officer Director	$0	$0	$0
Virginia Anderson	Board Member	2.00	Director	$0	$0	$0
Neal Boling	Board Member	2.00	Director	$0	$0	$0
Leona Dotson	Board Member	2.00	Director	$0	$0	$0
Sheri Flies	Board Member	2.00	Director	$0	$0	$0
Stacie Foster	Board Member	2.00	Director	$0	$0	$0
Kelly Fukai	Board Member	2.00	Director	$0	$0	$0
Nick Hailey	Board Member	2.00	Director	$0	$0	$0
Lorna Hernandez Jarvis	Board Member	2.00	Director	$0	$0	$0
Melissa Hill	Board Member	2.00	Director	$0	$0	$0
David Hohimer	Board Member	2.00	Director	$0	$0	$0
Brian Jeffries	Board Member	2.00	Director	$0	$0	$0
Erik Jones	Board Member	2.00	Director	$0	$0	$0
Lanine Lange	Board Member	2.00	Director	$0	$0	$0
Jackie Liao	Board Member	2.00	Director	$0	$0	$0
Creighton Magid	Board Member	2.00	Director	$0	$0	$0
Sydney McMaster	Board Member	2.00	Director	$0	$0	$0
Keith Neal	Board Member	2.00	Director	$0	$0	$0
L Darrel Powell	Board Member	2.00	Director	$0	$0	$0
Tania Santiago Pastrana	Board Member	2.00	Director	$0	$0	$0
Evan Smith	Board Member	2.00	Director	$0	$0	$0
Mark Starnes	Board Member	2.00	Director	$0	$0	$0
Salome Valencia-Bohne	Board Member	2.00	Director	$0	$0	$0
John Welch	Board Member	2.00	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	$27,225,833	$27,027,495	$32,347,844	$198,338
2023	$32,385,020	$27,299,796	$30,060,110	$5,085,224
2022	$22,560,135	$16,831,977	$20,978,387	$5,728,158
2021	$16,300,539	$15,853,186	$13,905,715	$447,353
2020	$14,354,976	$13,194,031	$13,017,225	$1,160,945
2019	$12,353,686	$13,196,179	$11,807,494	$-842,493
2018	$13,081,628	$12,824,060	$12,570,338	$257,568

College Success Foundation