STANFORD UNIVERSITY TRUST FOR POST RETIREMENT & POST EMPLOYMENT BENEFITS (EIN 943246199) - 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

1994

Legal Domicile

Principal Officer

VANGUARD FIDUCIARY TRUST

Phone

6504986259

Tax Period

2023-09-01 to 2024-08-31

STANFORD UNIVERSITY TRUST FOR POST RETIREMENT & POST EMPLOYMENT BENEFITS, founded in 1994, is a mid-sized nonprofit that reported $43.7M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Net assets of $316.4M represent 87 months of operating reserves.

Mission

THE ORGANIZATION PROVIDES POST-RETIREMENT AND POST-EMPLOYMENT, MEDICAL, DENTAL, LIFE INSURANCE AND OTHER COVERAGES FOR STANFORD'S RETIREES, DISABLED FORMER EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS.

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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 $30,409,294

Investment Income $13,290,511

Other Revenue $0

TOTAL REVENUE $43,699,805

Expense Breakdown

Grants Paid $0

Salaries & Benefits $164,071

Fundraising Expenses $0

Other Expenses $1,686,007

TOTAL EXPENSES $45,464,174

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,699,805	$36,072,885	+0.2%
Expenses	$45,464,174	$42,480,665	+0.1%
Net Income	$-1,764,369	$-6,407,780	-0.7%

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	20.00		$149,568	$0	$317,763

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	$43,699,805	$45,464,174	$317,929,799	$-1,764,369
2023	$36,072,885	$42,480,665	$282,978,274	$-6,407,780
2022	$26,204,332	$44,385,376	$274,787,825	$-18,181,044
2021	$39,010,481	$41,220,745	$358,313,700	$-2,210,264
2020	$38,435,561	$35,995,879	$309,226,138	$2,439,682

STANFORD UNIVERSITY TRUST FOR POST RETIREMENT & POST EMPLOYMENT BENEFITS