SAMUEL CURTIS JOHNSON GRADUATE SCHOOL OF OF CORNELL UNIVERSITY ENDOWMENT TRUST (EIN 222572815) - 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

1984

Legal Domicile

Principal Officer

NELSON SCHAENEN JR

Phone

6072541550

Tax Period

2024-07-01 to 2025-06-30

SAMUEL CURTIS JOHNSON GRADUATE SCHOOL OF OF CORNELL UNIVERSITY ENDOWMENT TRUST, founded in 1984, is a community nonprofit that reported $5.5M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 32% operating margin.

Mission

TO SUPPORT AND ADVANCE ACTIVITIES AND PROGRAM SUPPORT AT THE CORNELL UNIVERSITY JOHNSON GRADUATE SCHOOL OF MANAGEMENT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $500

Program Service Revenue $0

Investment Income $5,479,368

Other Revenue $0

TOTAL REVENUE $5,479,868

Expense Breakdown

Grants Paid $3,363,286

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,363,286

Other Expenses $344,927

TOTAL EXPENSES $3,708,213

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,479,868	$4,212,419	+0.3%
Expenses	$3,708,213	$3,686,053	+0.0%
Net Income	$1,771,655	$526,366	+2.4%

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

$362,633

Total Directors

$362,633

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE BENEDICT	SECRETARY	0.50	Officer Director	$0	$45,910	$362,633
NELSON SCHAENEN JR	CHAIRMAN	0.50	Officer Director	$0	$0	$0
THOMAS T GROOS	TRUSTEE	0.50	Director	$0	$0	$0
H FISK JOHNSON	TRUSTEE	0.50	Director	$0	$0	$0
KATHERINE ML JOHNSON	TRUSTEE	0.50	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	$5,479,868	$3,708,213	$69,754,967	$1,771,655
2024	$4,212,419	$3,686,053	$65,579,987	$526,366
2023	$2,789,669	$3,115,818	$64,765,584	$-326,149
2022	$5,832,453	$3,213,913	$65,240,709	$2,618,540
2021	$6,762,445	$3,077,435	$68,388,499	$3,685,010
2020	$2,688,220	$3,066,136	$52,169,365	$-377,916
2019	$2,829,711	$3,039,177	$54,541,233	$-209,466
2018	$3,763,690	$3,087,224	$54,480,652	$676,466

SAMUEL CURTIS JOHNSON GRADUATE SCHOOL OF OF CORNELL UNIVERSITY ENDOWMENT TRUST