THE PEW MEMORIAL TRUST (EIN 236234669) - 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

1957

Legal Domicile

Principal Officer

GLENMEDE TRUST CO NA

Phone

2154196000

Tax Period

2023-01-01 to 2023-12-31

THE PEW MEMORIAL TRUST, founded in 1957, is a major nonprofit that reported $428.6M in total revenue in fiscal year 2023. The organization ran a surplus of $194.0M, a strong 45% operating margin.

Mission

THE ORGANIZATION PROVIDES SUBSTANTIAL SUPPORT TO THE PEW CHARITABLE TRUSTS, A PUBLIC CHARITY DESCRIBED IN INTERNAL REVENUE CODE SECTIONS 501(C)(3) AND 170(B)(1)(A)(VI), WHICH CONDUCTS AND FUNDS PROGRAMS DESIGNED TO IMPROVE PUBLIC POLICY, MAINTAIN PUBLIC AWARENESS OF SIGNIFICANT ISSUES AND TRENDS, AND INVIGORATE CIVIC LIFE.

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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 $0

Program Service Revenue $0

Investment Income $18,788,103

Other Revenue $409,799,671

TOTAL REVENUE $428,587,774

Expense Breakdown

Grants Paid $220,753,821

Salaries & Benefits $13,556,479

Fundraising Expenses $0

Program Expenses $220,753,821

Other Expenses $252,166

TOTAL EXPENSES $234,562,466

Year-over-Year Comparison

	2023	2022	Change
Revenue	$428,587,774	$441,616,485	0.0%
Expenses	$234,562,466	$224,300,060	+0.0%
Net Income	$194,025,308	$217,316,425	-0.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	40.00		$13,556,479	$0	$13,556,479

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	$428,587,774	$234,562,466	$3,969,937,584	$194,025,308
2022	$441,616,485	$224,300,060	$3,679,259,527	$217,316,425
2021	$312,519,832	$206,998,136	$3,258,905,531	$105,521,696
2020	$243,820,046	$202,592,588	$3,128,337,601	$41,227,458

THE PEW MEMORIAL TRUST