THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY (EIN 941156365) - 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

1885

Legal Domicile

Principal Officer

JONATHAN D LEVIN

Phone

6504986259

Tax Period

2023-09-01 to 2024-08-31

THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY, founded in 1885, is a large national nonprofit in the Education sector that reported $9.5B in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $8.9B left a modest 6% surplus.

Mission

STANFORD UNIVERSITY IS ONE OF A SELECT GROUP OF AMERICAN UNIVERSITIES THAT HAVE ACHIEVED EMINENCE IN BOTH UNDERGRADUATE AND GRADUATE EDUCATION AND RESEARCH - CONT'D SCH O.

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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 $3,028,978,313

Program Service Revenue $3,833,786,289

Investment Income $2,466,063,390

Other Revenue $212,751,843

TOTAL REVENUE $9,541,579,835

Expense Breakdown

Grants Paid $805,429,077

Salaries & Benefits $5,460,272,991

Fundraising Expenses $143,723,114

Program Expenses $7,913,892,538

Other Expenses $2,664,831,399

TOTAL EXPENSES $8,932,390,126

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,541,579,835	$8,473,666,240	+0.1%
Expenses	$8,932,390,126	$8,133,284,247	+0.1%
Net Income	$609,189,709	$340,381,993	+0.8%

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

42965

Volunteers

13000

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

$27,793,753

Total Directors

$1,902,839

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT F WALLACE	CHIEF EXECUTIVE OFFICER, SMC	50.0	Officer	$5,307,588	$1,022,160	$6,329,748
FRANK HANLEY	CHIEF, PED CARDIOTHORACIC	50.0	Highest	$5,207,744	$65,413	$5,273,157
PHILIP A PIZZO	FORMER DEAN SCHOOL OF MEDICINE	50.0	Highest	$3,961,095	$0	$3,961,095
JAY KANG	SR. MD, SMC	50.0	Highest	$2,978,619	$430,492	$3,409,111
LLOYD B MINOR	VP MEDICAL AFFAIRS	50.0	Officer	$2,883,097	$289,646	$3,172,743
YIPING WOO	PROF. & CHAIR, CARDIO SURGERY	50.0	Highest	$2,915,629	$76,211	$2,991,840
TROY SCOTT TAYLOR	DIRECTOR OF FOOTBALL	50.0	Highest	$2,923,047	$52,862	$2,975,909
MARC TESSIER-LAVIGNE	FORMER PRESIDENT	50.0		$1,655,841	$302,301	$1,958,142
RANDALL LIVINGSTON	VP BUS AFFAIRS/CFO	50.0	Officer	$1,626,689	$195,300	$1,821,989
ROBERT C REIDY	VP LAND, BUILDINGS, REAL EST	50.0	Officer	$1,594,773	$218,826	$1,813,599
MARTIN SHELL	VP & CHIEF ERO	50.0	Officer	$1,295,154	$308,647	$1,603,801
DEBRA ZUMWALT	VP GENERAL COUNSEL	50.0	Officer	$940,449	$418,973	$1,359,422
PERSIS DRELL	PROVOST, THRU 9/30/23	50.0	Officer	$1,057,725	$286,365	$1,344,090
JON DENNEY	VP DEVELOPMENT	50.0	Officer	$1,239,650	$77,754	$1,317,404
HOWARD WOLF	VP ALUM AFFAIR,PRES ALUM ASSOC	50.0	Officer	$997,125	$150,306	$1,147,431
JONATHAN D LEVIN	PRESIDENT/TRUSTEE, APPT 8/1/24	50.0	Officer Director	$1,007,233	$69,753	$1,076,986
MEGAN PIERSON	VP UNI. AFFAIRS, APPT 7/29/24	50.0	Officer	$959,615	$114,858	$1,074,473
JENNY MARTINEZ	PROVOST, APPOINTED 10/1/23	50.0	Officer	$814,237	$162,236	$976,473
FARNAZ KHADEM	VP COMMUNICATION	50.0	Officer	$886,759	$70,760	$957,519
STEPHEN STREIFFER	VP SLAC, THRU 10/1/23	50.0	Officer	$848,718	$58,488	$907,206
ELIZABETH ZACHARIAS	VP HUMAN RESOURCES	50.0	Officer	$621,777	$222,172	$843,949
RICHARD P SALLER	PRESIDENT/TRUSTEE,THRU 7/31/24	50.0	Officer Director	$775,911	$49,942	$825,853
RYAN M ADESNIK	VP GOVERNMENT AFFAIRS	50.0	Officer	$493,276	$140,219	$633,495
DEBORAH CULLINAN	VP ARTS	50.0	Officer	$531,576	$55,996	$587,572
BRADLEY HAYWARD	FORMER INTERIM VP COMMUN.	50.0		$358,454	$115,385	$473,839
HOWARD B PEARSON	FORMER INTERIM VP DEVT.	30.0		$338,252	$31,436	$369,688
FELIX J BAKER	TRUSTEE	5.0	Director	$0	$0	$0
RICHARD N BARTON	TRUSTEE	5.0	Director	$0	$0	$0
ANEEL BHUSRI	TRUSTEE	5.0	Director	$0	$0	$0
AMY M BROOKS	TRUSTEE, APPOINTED 10/1/2023	5.0	Director	$0	$0	$0
MARISA D BRUTOCO	TRUSTEE, APPOINTED 10/1/2023	5.0	Director	$0	$0	$0
DEANGELA J BURNS-WALLACE	TRUSTEE	5.0	Director	$0	$0	$0
MICHAEL C CAMUNEZ	TRUSTEE	5.0	Director	$0	$0	$0
MICHELLE R CLAYMAN	TRUSTEE, THROUGH 9/30/2023	5.0	Director	$0	$0	$0
JAMES G COULTER	TRUSTEE	5.0	Director	$0	$0	$0
ROBERTA B DENNING	TRUSTEE	5.0	Director	$0	$0	$0
KATHERINE B DUHAMEL	TRUSTEE	5.0	Director	$0	$0	$0
JOSE E FELICIANO	TRUSTEE	5.0	Director	$0	$0	$0
HENRY A FERNANDEZ	TRUSTEE	5.0	Director	$0	$0	$0
ANGELA S FILO	TRUSTEE	5.0	Director	$0	$0	$0
SAKURAKO D FISHER	TRUSTEE	5.0	Director	$0	$0	$0
JAMES D HALPER	TRUSTEE, THROUGH 9/30/2023	5.0	Director	$0	$0	$0
MARC E JONES	TRUSTEE	5.0	Director	$0	$0	$0
SARAH H KETTERER	TRUSTEE	5.0	Director	$0	$0	$0
JOHN B KLEINHEINZ	TRUSTEE, APPOINTED 6/1/2024	5.0	Director	$0	$0	$0
CAROL C LAM	TRUSTEE, THROUGH 9/30/2023	5.0	Director	$0	$0	$0
MARC S LIPSCHULTZ	TRUSTEE	5.0	Director	$0	$0	$0
KENNETH E OLIVIER	TRUSTEE	5.0	Director	$0	$0	$0
CARRIE W PENNER	TRUSTEE	5.0	Director	$0	$0	$0
NADIA N RAWLINSON	TRUSTEE	5.0	Director	$0	$0	$0
MINDY B ROGERS	TRUSTEE, THROUGH 11/30/2023	5.0	Director	$0	$0	$0
LILY SARAFAN	TRUSTEE	5.0	Director	$0	$0	$0
AMIT SINHA	TRUSTEE, APPOINTED 10/1/2023	5.0	Director	$0	$0	$0
SRINIJA SRINIVASAN	TRUSTEE, THROUGH 3/31/2024	5.0	Director	$0	$0	$0
JEFFREY E STONE	TRUSTEE, THROUGH 9/30/2023	5.0	Director	$0	$0	$0
GENE T SYKES	TRUSTEE, THROUGH 4/9/2024	5.0	Director	$0	$0	$0
ELIZABETH H WEATHERMAN	TRUSTEE	5.0	Director	$0	$0	$0
MAURICE C WERDEGAR	TRUSTEE	5.0	Director	$0	$0	$0
CLARA WU TSAI	TRUSTEE	5.0	Director	$0	$0	$0
JERRY YANG	TRUSTEE	5.0	Director	$0	$0	$0
CHARLES D YOUNG	TRUSTEE	5.0	Director	$0	$0	$0
GIUSEPPE P ZOCCO	TRUSTEE, APPOINTED 10/1/2023	5.0	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
2024	$9,541,579,835	$8,932,390,126	$63,332,330,950	$609,189,709
2023	$8,473,666,240	$8,133,284,247	$61,810,855,396	$340,381,993
2022	$9,526,036,013	$7,310,729,830	$60,274,269,943	$2,215,306,183
2021	$9,497,701,265	$6,677,255,686	$60,495,171,723	$2,820,445,579
2020	$6,848,913,893	$6,516,612,459	$49,933,605,804	$332,301,434
2019	$6,829,098,940	$6,456,186,130	$46,370,111,200	$372,912,810
2018	$7,228,921,128	$6,121,518,157	$44,036,785,688	$1,107,402,971

THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY