VANGUARD CHARITABLE ENDOWMENT PROGRAM (EIN 232888152) - 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

1997

Legal Domicile

Principal Officer

REBECCA MOFFETT

Phone

8883834483

Tax Period

2023-07-01 to 2024-06-30

VANGUARD CHARITABLE ENDOWMENT PROGRAM, founded in 1997, is a large national nonprofit in the Philanthropy & Grantmaking sector that reported $6.4B in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.3B, a strong 52% operating margin.

Mission

TO INCREASE PHILANTHROPY AND MAXIMIZE ITS IMPACT OVER TIME.

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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 $5,747,045,424

Program Service Revenue $0

Investment Income $663,954,481

Other Revenue $0

TOTAL REVENUE $6,410,999,905

Expense Breakdown

Grants Paid $3,057,423,430

Salaries & Benefits $14,816,404

Fundraising Expenses $3,746,316

Program Expenses $3,083,313,483

Other Expenses $21,207,531

TOTAL EXPENSES $3,093,447,365

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,410,999,905	$4,575,589,839	+0.4%
Expenses	$3,093,447,365	$2,138,658,678	+0.4%
Net Income	$3,317,552,540	$2,436,931,161	+0.4%

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

119

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

$847,955

Total Directors

Key Employees

$1,263,731

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBECCA MOFFETT	PRESIDENT	40.0	Officer	$423,545	$74,651	$498,196
ANN L GILL	CHIEF PHILANTHROPIC OFFICER	40.0	Key Emp	$317,778	$59,964	$377,742
MARK FROEHLICH	CHIEF FINANCIAL OFFICER	40.0	Officer	$293,331	$56,428	$349,759
DEONE POWELL	GEN. COUNSEL & CHIEF LEGAL OFF	40.0	Key Emp	$285,887	$52,567	$338,454
JODI ROSEN	CHIEF DEVELOPMENT OFFICER	40.0	Key Emp	$228,079	$60,163	$288,242
ELAINE KENIG	CHIEF COMMUNICATIONS OFFICER	40.0	Key Emp	$200,947	$58,346	$259,293
LISA LENKER	SR. MGR. RISK & COMPLEX ASSETS	40.0	Highest	$159,541	$50,787	$210,328
MARY JANE EMERY	DIRECTOR OF FINANCE/CONTROLLER	40.0	Highest	$166,154	$34,026	$200,180
VICTORIA KELBER-MCKEE	SR. MANAGER PRODUCT OWNER	40.0	Highest	$145,694	$51,020	$196,714
JESSICA NEFF	SR. MANAGER, HEAD OF DELIVERY	40.0	Highest	$149,044	$41,855	$190,899
AMANDA WELSH	OPERATIONS SR. MANAGER	40.0	Highest	$135,584	$48,742	$184,326
JOHN J BRENNAN	TRUSTEE & CHAIRMAN	1.0	Director	$0	$0	$0
RENEE B BOOTH	TRUSTEE	1.0	Director	$0	$0	$0
PAMELA DIPPEL CHONEY	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL F HOLLAND	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL S MILLER	TRUSTEE	1.0	Director	$0	$0	$0
LARRY DUBINSKI	TRUSTEE	1.0	Director	$0	$0	$0
CELIA ROADY	SECRETARY	1.0	Officer	$0	$0	$0

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	No data	No data	No data	No data
2024	$6,410,999,905	$3,093,447,365	$22,173,441,530	$3,317,552,540
2023	$4,575,589,839	$2,138,658,678	$17,014,127,929	$2,436,931,161
2022	$3,094,926,210	$1,923,024,321	$15,184,566,383	$1,171,901,889
2021	$4,942,778,815	$1,871,641,654	$16,116,069,593	$3,071,137,161

VANGUARD CHARITABLE ENDOWMENT PROGRAM