Society For College & University Planning
- Assets
- $2.3m
- Revenue
- $2.6m
- Investments
- $0.0
- Employees
- 25
- Location
- Ann Arbor, MI
- Founding
- 12/1966
- Data as of
- 09/2020
- EIN
- 38-6147432
Organization Overview
Society For College & University Planning is located in Ann Arbor, MI. The organization was established in 1966. According to its NTEE Classification (B03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Education and related organizations. As of 09/2021, Society For College & University Planning employed 25 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Society For College & University Planning is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2020, Society For College & University Planning generated $2.6m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (8.4%) each year. All expenses for the organization totaled $3.4m during the year ending 09/2020. As we would expect to see with falling revenues, expenses have declined by (4.3%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
Describe the Organization's Mission:
Part 3 - Line 1
THE SOCIETY FOR COLLEGE AND UNIVERSITY PLANNING DEVELOPS INDIVIDUAL AND ORGANIZATIONAL CAPACITIES TO STRENGTHEN AND TRANSFORM INSTITUTIONS OF HIGHER EDUCATION.
Describe the Organization's Program Activity:
Part 3 - Line 4a
CONFERENCES - DELIVERY OF THE SOCIETY'S ANNUAL INTERNATIONAL CONFERENCE VIRTUALLY. ATTENDANCE WAS 488 PARTICIPANTS. 3 REGIONAL CONFERENCES HELD IN 3 GEOGRAPHIC LOCATIONS. 1 REGIONAL CONFERENCE HELD VIRTUALLY.
MEMBERSHIP - PROVISION OF MEMBERSHIP SERVICES TO 3,670 MEMBERS, BOTH INDIVIDUAL AND GROUP MEMBERSHIPS FROM COLLEGES AND UNIVERSITIES AND PRIVATE SECTOR ORGANIZATIONS THAT DELIVER SERVICES TO THOSE COLLEGES AND UNIVERSITIES.
PROFESSIONAL DEVELOPMENT - DELIVERY OF A PLANNING INSTITUTE EMPHASIZING AN UNDERSTANDING OF THE PRINCIPLES AND PROCEDURES OF COMPREHENSIVE, INTEGRATED STRATEGIC PLANNING.
PUBLICATIONS - DEVELOPS, PUBLISHES AND SELLS BOOKS, CDS, AUDIOCASSETTES, VIDEOS, WHITE PAPERS, AND A QUARTERLY JOURNAL, PLANNING FOR HIGHER EDUCATION, AVAILABLE TO MEMBERS AND OTHERS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Michael Moss President | Officer | 40 | $203,106 |
Karen Verhey Senior Director Of Operati | Officer | 40 | $119,594 |
Nicholas Santilli Senior Director Of Learning Strategy | 40 | $109,614 | |
Lynn Akey Chair Through 7/13/21; Director | OfficerTrustee | 1 | $0 |
Steve Wiesenthal Director Through 7/13/21; Chair | OfficerTrustee | 1 | $0 |
Ivan Banks Director Through 7/13/21; Vice Chair | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $292,481 |
| Investment income | $35,705 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $150 |
| Net Income from Fundraising Events | -$7,666 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $5,600 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,567,141 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $1,540 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $384,131 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,197,361 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $170,941 |
| Payroll taxes | $100,625 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $23,597 |
| Fees for services: Accounting | $27,099 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $9,118 |
| Fees for services: Other | $68,212 |
| Advertising and promotion | $27,665 |
| Office expenses | $7,463 |
| Information technology | $272,289 |
| Royalties | $0 |
| Occupancy | $271,545 |
| Travel | $45,476 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $11,639 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $73,906 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $3,378,082 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $572,089 |
| Savings and temporary cash investments | $377,896 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $45,975 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $78,614 |
| Investments—publicly traded securities | $1,085,703 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $107,805 |
| Other assets | $10,157 |
| Total assets | $2,300,098 |
| Accounts payable and accrued expenses | $212,762 |
| Grants payable | $0 |
| Deferred revenue | $789,451 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $344,800 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $12,971 |
| Total liabilities | $1,359,984 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $940,114 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Society For College & University Planning has recieved totaling $10,000.
| Awarding Organization | Amount |
|---|---|
Hideo Sasaki Foundation Boston, MA PURPOSE: PROVIDE SCHOLARSHIP | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Ohio School Boards Association Columbus, OH | $19,022,558 | $9,269,056 |
South Carolina Center For Fathers And Families Cleveland, OH | $2,234,846 | $8,447,371 |
Ohio Society Of Certified Public Accountants Columbus, OH | $10,948,438 | $7,921,101 |
Charter School Of The Dunes Inc Gary, IN | $14,167,237 | $8,545,161 |
Wisconsin Education Association Council Madison, WI | $12,509,404 | $6,898,296 |
Indiana Association For The Education Of Children Inc Indianapolis, IN | $1,546,703 | $6,038,887 |
National Association Of College Stores Inc Oberlin, OH | $6,119,937 | $5,949,877 |
New Prairie United School Building Corporation New Carlisle, IN | $68,234,946 | $7,118,037 |
Council Of International Schools Inc Twinsburg, OH | $6,821,075 | $3,986,944 |
Democracy Collaborative Foundation Inc Cleveland, OH | $2,262,118 | $2,304,413 |
Michigan Association Of School Administrators Lansing, MI | $4,558,515 | $3,628,954 |
Association Of College Unions- International Bloomington, IN | $3,038,008 | $3,219,963 |