TRILATERAL COMMISSION (NORTH AMERICA) (EIN 237309933) - 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

1973

Legal Domicile

Principal Officer

RICHARD FONTAINE

Phone

6179986608

Tax Period

2024-07-01 to 2025-06-30

TRILATERAL COMMISSION (NORTH AMERICA), founded in 1973, is a small nonprofit in the International Affairs sector that reported $793K in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. Expenses of $1.8M exceeded revenue, resulting in a 132% operating deficit.

Mission

THE TRILATERAL COMMISSION WAS ESTABLISHED TO ENGAGE IN NONPARTISAN ANALYSIS AND DISCUSSION TOWARD DEVELOPING COOPERATIVE SOLUTIONS TO COMMON PROBLEMS FACING THE INDUSTRIALIZED NATIONS IN NORTH AMERICA, EUROPE, AND ASIA PACIFIC.

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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 $749,531

Program Service Revenue $0

Investment Income $43,096

Other Revenue $0

TOTAL REVENUE $792,627

Expense Breakdown

Grants Paid $0

Salaries & Benefits $150,752

Fundraising Expenses $8,490

Program Expenses $1,706,927

Other Expenses $1,689,122

TOTAL EXPENSES $1,839,874

Year-over-Year Comparison

	2024	2023	Change
Revenue	$792,627	$515,111	+0.5%
Expenses	$1,839,874	$757,327	+1.4%
Net Income	$-1,047,247	$-242,216	+3.3%

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

$125,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
B MARC ALLEN	NORTH AMERICAN TRUSTEE	1.00	Director	$0	$0	$0
CARLA A HILLS	NORTH AMERICAN TRUSTEE	1.00	Director	$0	$0	$0
DAVID M RUBENSTEIN	NORTH AMERICAN TRUSTEE	1.00	Director	$0	$0	$0
DIANA FARRELL	NORTH AMERICAN TRUSTEE	1.00	Director	$0	$0	$0
ESTHER BRIMMER	NORTH AMERICAN TRUSTEE	1.00	Director	$0	$0	$0
FRANCES F TOWNSEND	NORTH AMERICAN TRUSTEE	1.00	Director	$0	$0	$0
HERMINIO BLANCO MENDOZA	NORTH AMERICAN TRUSTEE	1.00	Director	$0	$0	$0
JAMES B STEINBERG	NORTH AMERICAN TRUSTEE	1.00	Director	$0	$0	$0
JANE HARMAN	NORTH AMERICAN TRUSTEE	1.00	Director	$0	$0	$0
JEAN CHAREST	NORTH AMERICAN TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY SIMPSON	NORTH AMERICAN TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH S NYE JR	NORTH AMERICAN TRUSTEE (UNTIL 5/25)	1.00	Director	$0	$0	$0
KAREN ELLIOTT HOUSE	NORTH AMERICAN TRUSTEE	1.00	Director	$0	$0	$0
LUIS RUBIO	NORTH AMERICAN TRUSTEE	1.00	Director	$0	$0	$0
MEGHAN L O'SULLIVAN	CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL CHERTOFF	NORTH AMERICAN TRUSTEE	1.00	Director	$0	$0	$0
MONIQUE LEROUX	NORTH AMERICAN TRUSTEE	1.00	Director	$0	$0	$0
PAULA J DOBRIANSKY	NORTH AMERICAN TRUSTEE	1.00	Director	$0	$0	$0
RICHARD FALKENRATH	NORTH AMERICAN TRUSTEE	1.00	Director	$0	$0	$0
SCOTT KLEINMAN	NORTH AMERICAN TRUSTEE	1.00	Director	$0	$0	$0
REBECCA PATTERSON	NORTH AMERICAN TRUSTEE	1.00	Director	$0	$0	$0
RICHARD FONTAINE	EXECUTIVE DIRECTOR	10.00	Officer	$125,000	$0	$125,000

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	$792,627	$1,839,874	$895,435	$-1,047,247
2024	$515,111	$757,327	$1,942,682	$-242,216
2023	$1,008,521	$1,271,483	$2,214,585	$-262,962
2022	$492,591	$560,506	$2,489,963	$-67,915
2021	$1,502,012	$402,670	$2,559,304	$1,099,342
2020	$896,891	$463,323	$1,459,990	$433,568
2019	$1,316,965	$580,860	$1,026,650	$736,105
2018	$549,697	$538,987	$290,317	$10,710

TRILATERAL COMMISSION (NORTH AMERICA)