Society For College & University Planning
Organization summary
Type of Nonprofit
Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.
Donations to this organization are tax deductible.
Summary charts: organization finances over time
Revenue $5.17M (2024)
 Expenses $5.38M (2024)
 Total Assets $3.68M (2024)
 Total Liabilities $1.99M (2024)
 Tax Filings by Year
Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.
    Fiscal Year Ending Sept.
    2024
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $455,765 |  
    8.8%
 | 
| Program Services | $4,628,597 |  
    89.6%
 | 
| Investment Income | $77,593 |  
    1.5%
 | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | -$5,702 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $11,097 |  
    0.2%
 | 
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $408,965 |  
    7.6%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $1,093,772 |  
    20.3%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $3,682,216 | |
| Total Liabilities | $1,988,131 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Michael Moss (President/Ex Officio) | $201,548 | $0 | $28,614 | 
| Karen Verhey (Sr Director Of Operations) | $133,325 | $0 | $17,008 | 
| Dj Pepito (Sr Dir, Research & Strategic Pships) | $114,879 | $0 | $9,751 | 
Document Links
990
Filed on July 23, 2025Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Sept.
    2023
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $411,123 |  
    9.7%
 | 
| Program Services | $3,782,752 |  
    89.0%
 | 
| Investment Income | $52,668 |  
    1.2%
 | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | -$7,635 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $10,969 |  
    0.3%
 | 
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $384,860 |  
    9.3%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $1,041,639 |  
    25.1%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $3,709,560 | |
| Total Liabilities | $1,984,054 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Michael Moss (President) | $194,947 | $0 | $22,850 | 
| Karen Verhey (Sr Director Of Operations) | $122,405 | $0 | $13,861 | 
| Nicholas Santilli (Senior Director Of Learning) | $112,205 | $0 | $12,319 | 
Document Links
990
Filed on Aug. 14, 2024Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Sept.
    2022
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $697,985 |  
    15.4%
 | 
| Program Services | $3,816,193 |  
    84.2%
 | 
| Investment Income | $72,704 |  
    1.6%
 | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | -$11,306 | |
| Sales of Assets | -$57,616 | |
| Net Inventory Sales | $15,647 |  
    0.3%
 | 
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $345,025 |  
    8.6%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $1,033,536 |  
    25.8%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $3,094,094 | |
| Total Liabilities | $1,838,062 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Michael Moss (President) | $176,114 | $0 | $21,456 | 
| Karen Verhey (Senior Director Of Operations) | $117,561 | $0 | $13,455 | 
| Nicholas Santilli (Senior Director Of Learning) | $107,103 | $0 | $17,544 | 
Document Links
990
Filed on Aug. 9, 2023Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Sept.
    2021
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $565,531 |  
    22.9%
 | 
| Program Services | $1,874,333 |  
    75.7%
 | 
| Investment Income | $24,829 |  
    1.0%
 | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $10,195 |  
    0.4%
 | 
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $341,284 |  
    12.8%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $1,043,596 |  
    39.1%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $2,657,764 | |
| Total Liabilities | $1,692,671 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Michael Moss (President) | $203,106 | $0 | $30,182 | 
| Karen Verhey (Senior Director Of Operati) | $119,594 | $0 | $17,660 | 
| Nicholas Santilli (Senior Director Of Learning Strategy) | $109,614 | $0 | $21,336 | 
Document Links
990
Filed on June 7, 2022Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Sept.
    2020
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $292,481 |  
    11.4%
 | 
| Program Services | $2,240,871 |  
    87.3%
 | 
| Investment Income | $35,705 |  
    1.4%
 | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | -$7,666 | |
| Sales of Assets | $150 |  
    0.0%
 | 
| Net Inventory Sales | $5,600 |  
    0.2%
 | 
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $384,131 |  
    11.4%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $1,197,361 |  
    35.4%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $2,300,098 | |
| Total Liabilities | $1,359,984 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Michael Moss (President) | $201,667 | $0 | $34,718 | 
| Karen Verhey (Senior Director Of Operations) | $116,744 | $0 | $18,671 | 
| Sarah Cantrell (Chair Through 7/18/20) | $0 | $0 | $0 | 
Document Links
990
Filed on July 23, 2021Primary tax return for a nonprofit’s activities, finances, and governance
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
    Fiscal Year Ending Sept.
    2019
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $353,359 |  
    7.4%
 | 
| Program Services | $4,337,889 |  
    90.9%
 | 
| Investment Income | $34,808 |  
    0.7%
 | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $40,466 |  
    0.8%
 | 
| Net Inventory Sales | $6,218 |  
    0.1%
 | 
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $385,931 |  
    8.2%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $1,146,997 |  
    24.4%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $2,901,327 | |
| Total Liabilities | $1,209,870 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Michael Moss (President) | $221,066 | $0 | $30,434 | 
| James Young (Former Chief Learning Officer) | $114,918 | $0 | $24,260 | 
| Karen Verhey (Director Of Operations) | $108,179 | $0 | $17,472 | 
Document Links
990
Filed on Aug. 10, 2020Primary tax return for a nonprofit’s activities, finances, and governance
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
    Fiscal Year Ending Sept.
    2018
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $346,697 |  
    7.3%
 | 
| Program Services | $4,340,576 |  
    91.9%
 | 
| Investment Income | $30,062 |  
    0.6%
 | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $681 |  
    0.0%
 | 
| Net Inventory Sales | $4,472 |  
    0.1%
 | 
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $358,700 |  
    7.9%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $1,146,942 |  
    25.1%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $2,992,448 | |
| Total Liabilities | $1,343,383 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Michael Moss (President) | $192,456 | $0 | $31,372 | 
| James Young (Chief Learning Officer) | $136,319 | $0 | $34,261 | 
| Karen Verhey (Director Of Operations) | $104,981 | $0 | $17,479 | 
Document Links
990
Filed on June 13, 2019Primary tax return for a nonprofit’s activities, finances, and governance
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
    Fiscal Year Ending Sept.
    2017
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $329,038 |  
    7.2%
 | 
| Program Services | $4,239,592 |  
    92.2%
 | 
| Investment Income | $27,060 |  
    0.6%
 | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | -$2,696 | |
| Net Inventory Sales | $3,739 |  
    0.1%
 | 
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $372,180 |  
    8.5%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $1,132,823 |  
    25.8%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $2,713,521 | |
| Total Liabilities | $1,248,769 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Michael Moss (President) | $216,000 | $0 | $31,000 | 
| James Young (Chief Learning Officer) | $130,000 | $0 | $34,000 | 
| Karen Verhey (Director Of Operations) | $102,000 | $0 | $17,000 | 
Document Links
990
Filed on May 2, 2018Primary tax return for a nonprofit’s activities, finances, and governance
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
    Fiscal Year Ending Sept.
    2016
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $333,761 |  
    7.7%
 | 
| Program Services | $3,977,369 |  
    91.3%
 | 
| Investment Income | $38,994 |  
    0.9%
 | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $5,077 |  
    0.1%
 | 
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $349,301 |  
    7.9%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $1,257,501 |  
    28.5%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $2,438,285 | |
| Total Liabilities | $1,245,619 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Michael Moss (President) | $210,000 | $0 | $25,100 | 
| James Young (Chief Learning Officer) | $126,500 | $0 | $30,800 | 
| Karen Verhey (Director Of Operations) | $98,500 | $0 | $16,400 | 
Document Links
990
Filed on May 24, 2017Primary tax return for a nonprofit’s activities, finances, and governance
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
    Fiscal Year Ending Sept.
    2015
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $378,042 |  
    8.3%
 | 
| Program Services | $4,127,358 |  
    90.8%
 | 
| Investment Income | $34,086 |  
    0.7%
 | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | -$712 | |
| Net Inventory Sales | $6,202 |  
    0.1%
 | 
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $343,441 |  
    7.1%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $1,199,882 |  
    24.9%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $2,500,850 | |
| Total Liabilities | $1,296,151 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| James Young (Chief Learning Officer) | $130,000 | $0 | $0 | 
| Karen Verhey (Director Of Operations) | $94,027 | $0 | $23,003 | 
| Michael Moss (President) | $45,133 | $0 | $2,041 | 
Document Links
990
Filed on May 4, 2016Primary tax return for a nonprofit’s activities, finances, and governance
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
    Fiscal Year Ending Sept.
    2014
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $330,450 |  
    7.5%
 | 
| Program Services | $3,940,317 |  
    89.7%
 | 
| Investment Income | $20,478 |  
    0.5%
 | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $95,033 |  
    2.2%
 | 
| Net Inventory Sales | $5,526 |  
    0.1%
 | 
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $290,346 |  
    6.9%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $1,429,776 |  
    34.0%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $2,688,035 | |
| Total Liabilities | $1,178,443 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Jolene L Knapp (Executive Director) | $134,815 | $0 | $25,977 | 
| Karen Verhey (Director Of Administrative Services) | $93,454 | $0 | $23,003 | 
| Ellen Stanton Milstone (Board Chair) | $0 | $0 | $0 | 
Document Links
990
Filed on April 15, 2015Primary tax return for a nonprofit’s activities, finances, and governance
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
    Fiscal Year Ending Sept.
    2013
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $283,405 |  
    7.0%
 | 
| Program Services | $3,693,721 |  
    91.9%
 | 
| Investment Income | $21,350 |  
    0.5%
 | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $15,355 |  
    0.4%
 | 
| Net Inventory Sales | $6,597 |  
    0.2%
 | 
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $287,575 |  
    7.3%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $230,589 |  
    5.9%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $2,548,057 | |
| Total Liabilities | $1,174,501 | 
Document Links
990
Filed on July 2, 2014Primary tax return for a nonprofit’s activities, finances, and governance
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
    Fiscal Year Ending Sept.
    2012
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $346,250 |  
    8.3%
 | 
| Program Services | $3,811,121 |  
    90.9%
 | 
| Investment Income | $19,538 |  
    0.5%
 | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $7,038 |  
    0.2%
 | 
| Net Inventory Sales | $8,913 |  
    0.2%
 | 
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $282,779 |  
    6.8%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $77,106 |  
    1.9%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $2,417,831 | |
| Total Liabilities | $1,184,599 | 
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
    Fiscal Year Ending Sept.
    2011
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $3,765,189 |  
    99.1%
 | 
| Investment Income | $24,474 |  
    0.6%
 | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $4,615 |  
    0.1%
 | 
| Net Inventory Sales | $4,072 |  
    0.1%
 | 
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $153,593 |  
    4.0%
 | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $72,992 |  
    1.9%
 | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $2,482,668 | |
| Total Liabilities | $1,358,368 | 
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
    Fiscal Year Ending Sept.
    2010
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
    Fiscal Year Ending Sept.
    2009
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
    Fiscal Year Ending Sept.
    2008
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
990-T
For unrelated business income from activities not substantially related to the organization's tax-exempt purpose
    Fiscal Year Ending Sept.
    2007
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Sept.
    2005
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Sept.
    2003
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Sept.
    2002
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Sept.
    2001
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
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