TATE AMERICAS FOUNDATION (EIN 133453405) - 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

1987

Legal Domicile

Principal Officer

CATHERINE CARVER DUNN

Phone

2126432818

Tax Period

2024-04-01 to 2025-03-31

TATE AMERICAS FOUNDATION, founded in 1987, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $43.5M in total revenue in fiscal year 2024. Revenue surged 148% from the prior year, signaling strong growth momentum. The organization ran a surplus of $26.8M, a strong 62% operating margin.

Mission

TO PROVIDE SUPPORT, IN THE FORM OF GRANTS OF ARTWORK, FUNDING & OTHER SUPPORT FOR TATE.

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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 $39,944,800

Program Service Revenue $1,177,700

Investment Income $2,374,428

Other Revenue $-29,723

TOTAL REVENUE $43,467,205

Expense Breakdown

Grants Paid $15,239,173

Salaries & Benefits $957,967

Fundraising Expenses $374,193

Program Expenses $15,690,356

Other Expenses $437,394

TOTAL EXPENSES $16,634,534

Year-over-Year Comparison

	2024	2023	Change
Revenue	$43,467,205	$17,549,380	+1.5%
Expenses	$16,634,534	$3,602,007	+3.6%
Net Income	$26,832,671	$13,947,373	+0.9%

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

Employees

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

$381,650

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GLENN FUHRMAN	PRESIDENT (AS OF 12/24)	1.00	Officer Director	$0	$0	$0
PAUL BRITTON	CHAIR OF THE BOARD	2.00	Officer Director	$0	$0	$0
ABIGAIL BARATTA	TRUSTEE	1.00	Director	$0	$0	$0
MARIA BALSHAW	TRUSTEE	1.00	Director	$0	$0	$0
AMANDA WALDRON	TRUSTEE	1.00	Director	$0	$0	$0
CHARLOTTE SANTO DOMINGO	TRUSTEE	1.00	Director	$0	$0	$0
WENDY FISHER	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN MCNAMARA	TRUSTEE	1.00	Director	$0	$0	$0
JAY RIVLIN	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERLY SHIRLEY	TRUSTEE	1.00	Director	$0	$0	$0
JAY SMITH	TRUSTEE	1.00	Director	$0	$0	$0
GEORGIA WINTER	TRUSTEE (AS OF 10/24)	1.00	Director	$0	$0	$0
ROBERT RENNIE	PRESIDENT (UNTIL 11/24)	2.00	Officer Director	$0	$0	$0
CATHERINE CARVER DUNN	EXECUTIVE DIRECTOR	40.00	Officer	$375,463	$6,187	$381,650
MEREDITH GERRICK	DIR., FIN., OPS & ACQUISITIONS	40.00	Highest	$161,850	$21,399	$183,249
ANDRES PEREZ	HEAD OF DEVELOPMENT	40.00	Highest	$116,026	$8,494	$124,520

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	$43,467,205	$16,634,534	$146,038,944	$26,832,671
2024	$17,549,380	$3,602,007	$119,290,359	$13,947,373
2023	$13,041,310	$9,982,100	$103,564,827	$3,059,210
2022	$8,735,378	$7,740,698	$101,513,410	$994,680
2021	$22,459,640	$13,793,421	$100,649,437	$8,666,219
2020	$15,222,470	$11,166,736	$86,214,339	$4,055,734
2019	$9,329,554	$8,366,384	$84,140,081	$963,170
2018	$14,982,943	$11,123,930	$82,938,772	$3,859,013

TATE AMERICAS FOUNDATION