SAMUEL Z STONE CIPR SUPPORT TRUST (EIN 206070361) - 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

2003

Legal Domicile

Principal Officer

ROBIN FORMAN

Phone

5048655259

Tax Period

2023-01-01 to 2023-12-31

SAMUEL Z STONE CIPR SUPPORT TRUST, founded in 2003, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.4M in total revenue in fiscal year 2023. The organization ran a surplus of $1.5M, a strong 62% operating margin.

Mission

TO SUPPORT TULANE'S PROGRAMS AND RESEARCH CONDUCTED BY CIPR

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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 $0

Program Service Revenue $0

Investment Income $2,354,437

Other Revenue $0

TOTAL REVENUE $2,354,437

Expense Breakdown

Grants Paid $747,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $747,000

Other Expenses $149,615

TOTAL EXPENSES $896,615

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,354,437	$2,394,232	0.0%
Expenses	$896,615	$573,186	+0.6%
Net Income	$1,457,822	$1,821,046	-0.2%

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

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

$942,000

Total Directors

$2,519,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patrick Norton	Trustee	0.00	Director	$0	$64,000	$1,032,000
Robin Forman	Trustee	0	Officer Director	$0	$59,000	$942,000
Thomas F Reese	Trustee	0	Director	$0	$38,000	$282,000
Ludovico Feoli	Trustee	0	Director	$0	$39,000	$263,000

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
2024	No data	No data	No data	No data
2023	$2,354,437	$896,615	$18,299,242	$1,457,822
2022	$2,394,232	$573,186	$16,841,420	$1,821,046
2021	$2,418,769	$578,374	$14,162,515	$1,840,395
2020	$1,509,090	$1,299,329	$12,322,120	$209,761

SAMUEL Z STONE CIPR SUPPORT TRUST