HELEN G SCHUYLER TRUST UW FBO THE (EIN 516556966) - 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

2004

Legal Domicile

Principal Officer

CATHERINE CRANDALL SVP

Phone

6077373840

Tax Period

2024-02-01 to 2025-01-31

HELEN G SCHUYLER TRUST UW FBO THE, founded in 2004, is a community nonprofit in the Community Improvement sector that reported $2.2M in total revenue in fiscal year 2024. Revenue surged 292% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 48% operating margin.

Mission

TO PROVIDE FUNDS TO THE COMMUNITY FOUNDATION'S "GLENN M SCHUYLER FUND" TO BE USED FOR VARIOUS CHARITABLE PURPOSES IN THE CHEMUNG COUNTY, NY AREA.

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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 $0

Program Service Revenue $0

Investment Income $2,187,328

Other Revenue $0

TOTAL REVENUE $2,187,328

Expense Breakdown

Grants Paid $980,000

Salaries & Benefits $150,403

Fundraising Expenses $0

Program Expenses $995,040

Other Expenses $2,060

TOTAL EXPENSES $1,132,463

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,187,328	$557,503	+2.9%
Expenses	$1,132,463	$1,098,667	+0.0%
Net Income	$1,054,865	$-541,164	-2.9%

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

N/A

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	N/A		$150,403	$0	$150,403

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	$2,187,328	$1,132,463	$20,430,690	$1,054,865
2024	$557,503	$1,098,667	$19,377,045	$-541,164
2023	$784,999	$1,089,899	$19,926,180	$-304,900
2022	$3,771,137	$1,043,190	$20,149,017	$2,727,947
2021	$1,621,322	$982,615	$17,502,131	$638,707
2020	$1,624,813	$872,053	$16,862,092	$752,760
2019	$2,075,978	$845,519	$16,109,452	$1,230,459

HELEN G SCHUYLER TRUST UW FBO THE