ROCKEFELLER PHILANTHROPY ADVISORS INC (EIN 133615533) - 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

1992

Legal Domicile

Principal Officer

LATANYA MAPP

Phone

2128124330

Tax Period

2023-01-01 to 2023-12-31

ROCKEFELLER PHILANTHROPY ADVISORS INC, founded in 1992, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $644.9M in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year.

Mission

RPA ASSISTS INDIVIDUALS, TRUSTS, FOUNDATIONS, & CORPORATIONS IN ACHIEVING THEIR PHILANTHROPIC GOALS.

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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 $610,432,171

Program Service Revenue $11,346,252

Investment Income $21,028,362

Other Revenue $2,088,257

TOTAL REVENUE $644,895,042

Expense Breakdown

Grants Paid $410,541,087

Salaries & Benefits $118,800,434

Fundraising Expenses $2,965,338

Program Expenses $662,177,127

Other Expenses $153,142,918

TOTAL EXPENSES $684,544,317

Year-over-Year Comparison

	2023	2022	Change
Revenue	$644,895,042	$681,676,124	-0.1%
Expenses	$684,544,317	$520,835,330	+0.3%
Net Income	$-39,649,275	$160,840,794	-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

620

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

$4,333,619

Total Directors

$1,007,908

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA A BERMAN	PRESIDENT AND CEO	35.00	Officer Director	$923,654	$84,254	$1,007,908
ANA MARIE ARGILAGOS	TREASURER	1.00	Officer Director	$0	$0	$0
MAC BRODERICK	BOARD MEMBER	1.00	Director	$0	$0	$0
KYUNGSUN CHUNG	BOARD MEMBER	1.00	Director	$0	$0	$0
RIEN VAN GENDT	BOARD MEMBER	1.00	Director	$0	$0	$0
CATHY HALSTEAD	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL QUATTRONE	BOARD MEMBER	1.00	Director	$0	$0	$0
LUTHER M RAGIN JR	BOARD MEMBER	1.00	Director	$0	$0	$0
VALERIE ROCKEFELLER	CHAIR	1.00	Officer Director	$0	$0	$0
THEO SPENCER	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBIN STRAWBRIDGE	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH TEACHER	BOARD MEMBER (THRU 12/09/23)	1.00	Director	$0	$0	$0
CRYSTAL HAYLING	BOARD MEMBER	1.00	Director	$0	$0	$0
MELVIN J GALLOWAY	BOARD MEMBER	1.00	Director	$0	$0	$0
PETER GILL CASE	BOARD MEMBER	1.00	Director	$0	$0	$0
ALTA BUDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
MOSUN LAYODE	BOARD MEMBER	1.00	Director	$0	$0	$0
VINIT RISHI	BOARD MEMBER	1.00	Director	$0	$0	$0
NICHOLAS HODGES	SENIOR VICE PRESIDENT/COO	35.00	Officer	$495,395	$68,960	$564,355
WALTER SWEET	SENIOR VICE PRESIDENT	35.00	Officer	$493,009	$64,412	$557,421
GREGORY RATLIFF	SENIOR VICE PRESIDENT	35.00	Officer	$462,959	$52,082	$515,041
YOGITA RAM NAIK THRU 1023	CHRO & SVP, PEOPLE & CULTURE	35.00	Officer	$415,372	$303,212	$718,584
RENEE KARIBI-WHYTE	SVP & CORPORATE SECRETARY	35.00	Officer	$361,367	$61,790	$423,157
ELIZABETH ALICE ROTH - CHRO	SVP, PEOPLE & CUTLURE (AS OF 10/23)	35.00	Officer	$178,385	$35,687	$214,072
INGRID CRISTINA RASMUSSEN	SVP, CFO (AS OF 01/23)	35.00	Officer	$283,096	$49,985	$333,081
JENNIFER KITT THRU 0623	PRESIDENT, SPONSORED PROJECT	35.00	Highest	$319,092	$38,962	$358,054
MARGARET HEMPEL	EXEC. DIRECTOR, SPONS. PROJECT	35.00	Highest	$393,393	$36,936	$430,329
PASCALE DE LA FREGONNIERE POITTEVIN	VP OF SPONSORED PROJECT	35.00	Highest	$377,650	$47,370	$425,020
FRANCE CORDOVA	EXE. DIRECTOR, SPONS. PROJECT	35.00	Highest	$529,445	$68,665	$598,110
MARK CHAMBERS THRU 1123	EXEC. DIRECTOR, SPONSORED PROJECT	35.00	Highest	$351,154	$43,557	$394,711

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	$644,895,042	$684,544,317	$911,780,389	$-39,649,275
2022	$681,676,124	$520,835,330	$882,540,783	$160,840,794
2021	$539,225,309	$414,903,393	$702,327,991	$124,321,916
2020	$424,581,149	$359,858,184	$573,987,860	$64,722,965
2019	$355,953,946	$243,092,758	$455,250,599	$112,861,188
2018	$212,656,951	$201,537,258	$329,573,132	$11,119,693

ROCKEFELLER PHILANTHROPY ADVISORS INC