NEO Philanthropy Inc (EIN 133191113) - 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

1983

Legal Domicile

Phone

2123782800

Tax Period

2023-01-01 to 2023-12-31

NEO Philanthropy Inc, founded in 1983, is a major nonprofit in the Public & Societal Benefit sector that reported $167.6M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $39.4M, a strong 23% operating margin.

Mission

NEO PHILANTHROPY, INC. NURTURES STRONG, SUSTAINABLE, AND TRANSFORMATIVE MOVEMENTS FOR JUSTICE BY CONNECTING CHANGEMAKERS AND FUNDERS, SUPPORTING EMERGING LEADERS AND MOVEMENTS, AND DRIVING RESOURCES TO GROUPS ACCELERATING CHANGE.

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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 $164,174,117

Program Service Revenue $1,267,458

Investment Income $2,206,645

Other Revenue $0

TOTAL REVENUE $167,648,220

Expense Breakdown

Grants Paid $58,714,033

Salaries & Benefits $36,570,447

Fundraising Expenses $924,422

Program Expenses $118,214,447

Other Expenses $32,986,294

TOTAL EXPENSES $128,270,774

Year-over-Year Comparison

	2023	2022	Change
Revenue	$167,648,220	$132,029,874	+0.3%
Expenses	$128,270,774	$114,068,624	+0.1%
Net Income	$39,377,446	$17,961,250	+1.2%

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

401

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

$922,074

Total Directors

Key Employees

$1,113,065

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	SECRETARY/TREASURER	1.0	Officer Director	$0	$0	$0
N/A	1ST VICE CHAIR	1.0	Officer Director	$0	$0	$0
N/A	2ND VICE CHAIR	1.0	Officer Director	$0	$0	$0
N/A	CHAIRPERSON	1.0	Officer Director	$0	$0	$0
N/A	BOARD MEMBER	1.0	Director	$0	$0	$0
N/A	BOARD MEMBER	1.0	Director	$0	$0	$0
N/A	BOARD MEMBER	1.0	Director	$0	$0	$0
N/A	BOARD MEMBER	1.0	Director	$0	$0	$0
N/A	COO AND EXECUTIVE VP	39.0	Officer	$260,951	$50,530	$314,959
N/A	PRESIDENT	39.0	Officer	$314,968	$53,222	$370,378
N/A	CFO AND VP OF INFRASTRUCTURE	35.0	Officer	$178,913	$32,816	$236,737
N/A	VICE PRESIDENT, SIF	40.0	Key Emp	$250,050	$45,671	$295,721
N/A	VICE PRESIDFENT OF STRATEGIC PARTNERSHIPS	39.0	Key Emp	$248,928	$49,578	$299,129
N/A	VICE PRESIDENT, FFF	39.0	Key Emp	$254,593	$24,672	$286,464
N/A	VICE PRESIDENT AND GENERAL COUNSEL	34.0	Key Emp	$173,455	$24,449	$231,751
N/A	PROGRAM DIRECTOR	40.0	Highest	$241,740	$37,448	$279,188
N/A	PROGRAM DIRECTOR	40.0	Highest	$229,089	$36,550	$265,639
N/A	PROGRAM DIRECTOR	40.0	Highest	$314,375	$52,874	$367,249
N/A	PROGRAM DIRECTOR	40.0	Highest	$236,274	$33,880	$270,154
N/A	DIRECTOR OF STATE STRATEGY, SIF	40.0	Highest	$214,630	$24,190	$238,820

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	$167,648,220	$128,270,774	$199,912,880	$39,377,446
2022	$132,029,874	$114,068,624	$153,308,341	$17,961,250
2021	$144,358,199	$105,641,701	$141,436,471	$38,716,498
2020	$133,422,585	$127,961,206	$96,344,863	$5,461,379
2019	$106,981,767	$73,819,124	$88,230,924	$33,162,643
2018	$83,350,838	$68,749,210	$50,522,759	$14,601,628

NEO Philanthropy Inc