BILL HILLARY & CHELSEA CLINTON FOUNDATION (EIN 311580204) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

STEPHANIE STREETT

Phone

5013566228

Tax Period

2023-01-01 to 2023-12-31

BILL HILLARY & CHELSEA CLINTON FOUNDATION, founded in 1997, is a mid-sized nonprofit in the Health Care sector that reported $30.7M in total revenue in fiscal year 2018. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $47.5M exceeded revenue, resulting in a 55% operating deficit.

Mission

ON A CASE BY CASE BASIS, WILLIAM J. CLINTON AND CHELSEA V. CLINTON MAY HAVE REQUIRED TRAVEL VIA FIRST CLASS. IN ADDITION, ON A CASE BY CASE BASIS DUE TO SECURITY MEASURES, WILLIAM J. CLINTON MAY HAVE REQUIRED TRAVEL VIA CHARTER.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $25,982,780

Program Service Revenue $3,210,442

Investment Income $-74,738

Other Revenue $1,391,182

TOTAL REVENUE $30,509,666

Expense Breakdown

Grants Paid $2,806,493

Salaries & Benefits $25,957,587

Fundraising Expenses $4,539,109

Program Expenses $45,141,090

Other Expenses $28,579,094

TOTAL EXPENSES $57,597,174

Year-over-Year Comparison

	2023	2022	Change
Revenue	$30,509,666	$32,598,951	-0.1%
Expenses	$57,597,174	$49,335,460	+0.2%
Net Income	$-27,087,508	$-16,736,509	+0.6%

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

304

Volunteers

230

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

$1,376,205

Total Directors

$414,545

Key Employees

$337,118

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE R LINDSEY	COUNSELOR TO THE CHAIR/DIR	45.00	Director	$360,801	$53,744	$414,545
CHELSEA V CLINTON	VICE CHAIR	25.00	Officer Director	$0	$0	$0
CHERYL MILLS	DIRECTOR	5.00	Director	$0	$0	$0
DR ERIC GOOSBY	DIRECTOR	5.00	Director	$0	$0	$0
JANET MURGUIA	DIRECTOR	5.00	Director	$0	$0	$0
NIMA TAGHAVI	DIRECTOR	5.00	Director	$0	$0	$0
ROBERT S HARRISON	DIRECTOR	5.00	Director	$0	$0	$0
ROLANDO GONZALEZ-BUNSTER	DIRECTOR	5.00	Director	$0	$0	$0
WILLIAM JEFFERSON CLINTON	BOARD CHAIR	25.00	Officer Director	$0	$0	$0
AMY SANDGRUND-FISHER	GC / ASST. SEC / CHIEF HR	50.00	Officer	$277,283	$62,586	$339,869
KATRINA OWOH	CFO	50.00	Officer	$187,938	$57,756	$245,694
KEVIN THURM	CEO	50.00	Officer	$432,483	$66,923	$499,406
STEPHANIE S STREETT	EXEC. DIR, SECRETARY	50.00	Officer	$229,353	$61,883	$291,236
GREG MILNE	CEO/CGI	50.00	Key Emp	$272,688	$64,430	$337,118
CRAIG MINASSIAN	CHIEF COMMUNICATIONS AND M	50.00	Highest	$274,473	$64,007	$338,480
DENNIS CHENG	EXECUTIVE VP AND CEO, HILLARY RODHAM CLINTON LEADE	50.00	Highest	$315,280	$44,251	$359,531
FRANCESCA ERNST KHAN	CHIEF BRAND & DIGITAL MARKETING OFFICER	50.00	Highest	$210,184	$59,142	$269,326
MIKE HEMPHILL	DIRECTOR OF LEADERSHIP DEV	50.00	Highest	$211,851	$43,613	$255,464
PATTI MILLER	CEO, TOO SMALL TO FAIL	50.00	Highest	$254,795	$47,649	$302,444

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	$30,509,666	$57,597,174	$304,045,623	$-27,087,508
2022	$32,598,951	$49,335,460	$306,402,788	$-16,736,509
2021	$66,347,107	$35,150,013	$353,185,170	$31,197,094
2020	$28,953,184	$39,537,235	$328,318,812	$-10,584,051
2019	$42,816,475	$43,674,695	$318,631,559	$-858,220
2018	$30,703,366	$47,510,175	$299,540,673	$-16,806,809

BILL HILLARY & CHELSEA CLINTON FOUNDATION