CULLEN TRUST FOR HIGHER EDUCATION (EIN 741999641) - 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

1978

Legal Domicile

Principal Officer

CORBIN J ROBERTSON JR

Phone

7133332200

Tax Period

2023-01-01 to 2023-12-31

CULLEN TRUST FOR HIGHER EDUCATION, founded in 1978, is a small nonprofit in the Education sector that reported $186K in total revenue in fiscal year 2023. Revenue fell 92% from the prior year — a significant decline worth monitoring. Expenses of $2.8M exceeded revenue, resulting in a 1426% operating deficit.

Mission

SUPPORT INSTITUTIONS OF HIGHER EDUCATION.

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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 $291,563

Other Revenue $-105,196

TOTAL REVENUE $186,367

Expense Breakdown

Grants Paid $2,500,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,500,000

Other Expenses $344,357

TOTAL EXPENSES $2,844,357

Year-over-Year Comparison

	2023	2022	Change
Revenue	$186,367	$2,402,134	-0.9%
Expenses	$2,844,357	$3,497,115	-0.2%
Net Income	$-2,657,990	$-1,094,981	+1.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
ROBERT ARNOLD	TRUSTEE/TREASURER	Officer Director	$0	$0	$0
KATIE CULLEN	TRUSTEE	Director	$0	$0	$0
HUGH ROY MARSHALL JR	TRUSTEE	Director	$0	$0	$0
CHRISTINE MORENZ	TRUSTEE/VICE CHAIRMAN	Officer Director	$0	$0	$0
CORBIN J ROBERTSON JR	TRUSTEE/CHAIRMAN	Officer Director	$0	$0	$0
CURTIS HUFF	TRUSTEE	Director	$0	$0	$0
DR ROBERT B SLOAN JR	TRUSTEE	Director	$0	$0	$0
CHRIS CRAGG	TRUSTEE	Director	$0	$0	$0
JOLIE HOWARD	SECRETARY	Officer	$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
2024	No data	No data	No data	No data
2023	$186,367	$2,844,357	$69,910,673	$-2,657,990
2022	$2,402,134	$3,497,115	$72,454,705	$-1,094,981
2021	$3,628,117	$3,276,989	$73,561,343	$351,128
2020	$3,592,130	$3,768,728	$72,830,979	$-176,598
2019	$2,965,278	$3,253,885	$73,199,126	$-288,607
2018	$4,054,503	$3,257,191	$73,308,646	$797,312

CULLEN TRUST FOR HIGHER EDUCATION