THE GEORGE W BUSH FOUNDATION (EIN 204119317) - 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

2006

Legal Domicile

Principal Officer

KENNETH HERSH

Phone

2142004300

Tax Period

2023-01-01 to 2023-12-31

THE GEORGE W BUSH FOUNDATION, founded in 2006, is a mid-sized nonprofit in the Education sector that reported $48.5M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $12.8M, a strong 26% operating margin.

Mission

ENDOW A PRESIDENTIAL ARCHIVAL DEPOSITORY TO HOUSE AND PRESERVE DOCUMENTS, PAPERS AND OTHER MEMORABILIA OF PRESIDENT GEORGE W. BUSH AND PROMOTE AND OPERATE THE GEORGE W. BUSH PRESIDENTIAL CENTER AND INSTITUTE.

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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 $26,865,002

Program Service Revenue $3,236,557

Investment Income $12,656,620

Other Revenue $5,742,756

TOTAL REVENUE $48,500,935

Expense Breakdown

Grants Paid $1,509,440

Salaries & Benefits $16,032,212

Fundraising Expenses $5,514,231

Program Expenses $24,629,044

Other Expenses $17,939,646

TOTAL EXPENSES $35,686,260

Year-over-Year Comparison

	2023	2022	Change
Revenue	$48,500,935	$40,764,912	+0.2%
Expenses	$35,686,260	$33,090,924	+0.1%
Net Income	$12,814,675	$7,673,988	+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

Employees

135

Volunteers

175

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

$1,664,492

Total Directors

$640,877

Key Employees

$587,593

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH A HERSH	PRESIDENT & CEO/DIRECTOR	40.00	Officer Director	$620,000	$20,877	$640,877
DONALD L EVANS	CHAIRMAN/DIRECTOR	5.00	Officer Director	$0	$0	$0
REGINALD BROWN	DIRECTOR	3.00	Director	$0	$0	$0
LAURA W BUSH	DIRECTOR	3.00	Director	$0	$0	$0
KELLY H COMPTON	DIRECTOR	3.00	Director	$0	$0	$0
HARLAN CROW	DIRECTOR	3.00	Director	$0	$0	$0
ANTONIO GARZA	DIRECTOR	3.00	Director	$0	$0	$0
DYLAN C GLENN	DIRECTOR	3.00	Director	$0	$0	$0
HENRY C HAGER	DIRECTOR	3.00	Director	$0	$0	$0
JON D HAMMES	DIRECTOR	3.00	Director	$0	$0	$0
BILL HICKEY	VICE CHAIR/DIRECTOR	3.00	Officer Director	$0	$0	$0
JOHN W JOHNSON	DIRECTOR	3.00	Director	$0	$0	$0
JOEL KAPLAN	DIRECTOR	3.00	Director	$0	$0	$0
JEREMY L KATZ	DIRECTOR	3.00	Director	$0	$0	$0
MARK LANGDALE	DIRECTOR	3.00	Director	$0	$0	$0
DINA POWELL MCCORMICK	DIRECTOR	3.00	Director	$0	$0	$0
MIKE MEECE	DIRECTOR	3.00	Director	$0	$0	$0
DAVID B MILLER	DIRECTOR	3.00	Director	$0	$0	$0
PETER PACE	DIRECTOR	3.00	Director	$0	$0	$0
PAMELA H PATSLEY	DIRECTOR	3.00	Director	$0	$0	$0
JEANNE L PHILLIPS	DIRECTOR	3.00	Director	$0	$0	$0
CAREN PROTHRO	DIRECTOR	3.00	Director	$0	$0	$0
LARRY D THOMPSON	DIRECTOR	3.00	Director	$0	$0	$0
R GERALD TURNER	DIRECTOR	3.00	Director	$0	$0	$0
TED ULLYOT	DIRECTOR	3.00	Director	$0	$0	$0
BRIAN S COSSIBOOM	VP FINANCE & OPERATIONS/TREASURER	40.00	Officer	$352,989	$30,131	$383,120
DAVID KRAMER	VP & EXECUTIVE DIRECTOR - GEORGE BUSH INSTITUTE	40.00	Officer	$344,762	$21,694	$366,456
GUY H KERR	SECRETARY/GENERAL COUNSEL	40.00	Officer	$256,811	$17,228	$274,039
KRISTIN N KING	COO - GEORGE BUSH INSTITUTE	40.00	Key Emp	$273,650	$26,437	$300,087
RACHEL EVANS MABRY	VICE PRESIDENT, DEVELOPMENT	40.00	Key Emp	$242,437	$45,069	$287,506
IGOR KHRESTIN	MANAGING DIRECTOR OF GLOBAL POLICY	40.00	Highest	$252,291	$32,838	$285,129
MARY MOORE HAMRICK	MANAGING DIRECTOR OF DOMESTIC POLICY (TIL 8/25/23)	40.00	Highest	$265,853	$18,942	$284,795
EVANGELINE M CHIANG	MANAGING DIR LEADERSHIP/PROGRAMMING (TIL 1/31/24)	40.00	Highest	$240,965	$40,204	$281,169
ANNE E WICKS	MANAGING DIR, OPPORTUNITY & DEMOCRACY	40.00	Highest	$239,692	$32,730	$272,422
HANNAH ABNEY	SENIOR ADVISOR, COMMUNICATIONS	40.00	Highest	$195,170	$41,471	$236,641

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	$48,500,935	$35,686,260	$636,520,743	$12,814,675
2022	$40,764,912	$33,090,924	$584,997,476	$7,673,988
2021	$37,657,859	$30,053,563	$628,846,419	$7,604,296
2020	$65,840,780	$33,781,527	$557,674,730	$32,059,253
2019	$64,354,811	$40,823,912	$496,789,257	$23,530,899
2018	$83,255,591	$45,340,466	$450,358,522	$37,915,125

THE GEORGE W BUSH FOUNDATION