DONOR ADVISED CHARITABLE GIVING INC (EIN 311640316) - 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

1999

Legal Domicile

Principal Officer

STEPHANIE QUEISERT

Phone

8007466216

Tax Period

2024-07-01 to 2025-06-30

DONOR ADVISED CHARITABLE GIVING INC, founded in 1999, is a large national nonprofit in the Philanthropy & Grantmaking sector that reported $11.7B in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.7B, a strong 23% operating margin.

Mission

INCREASE CHARITABLE GIVING IN THE UNITED STATES OF AMERICA WITH DONOR ADVISED FUNDS AND PHILANTHROPIC RESOURCES THAT MAKE CHARITABLE GIVING TAX-EXEMPT, SIMPLE, AND EFFICIENT.

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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 $11,107,205,900

Program Service Revenue $0

Investment Income $569,391,714

Other Revenue $0

TOTAL REVENUE $11,676,597,614

Expense Breakdown

Grants Paid $8,872,852,963

Salaries & Benefits $40,592,886

Fundraising Expenses $13,852,018

Program Expenses $8,998,837,777

Other Expenses $108,131,851

TOTAL EXPENSES $9,021,577,700

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,676,597,614	$9,661,652,588	+0.2%
Expenses	$9,021,577,700	$6,747,958,156	+0.3%
Net Income	$2,655,019,914	$2,913,694,432	-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

226

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

$3,593,222

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE CASSCELLS	DIRECTOR	1.00	Director	$0	$0	$0
BILL BROWNELL	DIRECTOR	1.00	Director	$0	$0	$0
DAN KINGSLEY	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY AVIS	DIRECTOR	1.00	Director	$0	$0	$0
LINDA B SEGRE	DIRECTOR	1.00	Director	$0	$0	$0
LORETTA DOON	DIRECTOR	1.00	Director	$0	$0	$0
RICK WURSTER UNTIL 122024	BOARD CHAIR	1.00	Director	$0	$0	$0
UNA OSILI	DIRECTOR	1.00	Director	$0	$0	$0
SAMUEL W KANG	PRESIDENT	40.00	Officer	$749,375	$218,504	$967,879
FREDERICK K KAYNOR	MD-BUS DEV,MKTG & STRAT PARTNER	40.00	Officer	$498,329	$123,504	$621,833
MICHAEL MAESTAS	MD-INVEST OVERSIGHT & DUE DILIGENCE	40.00	Officer	$470,671	$123,504	$594,175
DOUGLAS CAMPBELL	MD-STRATEGY, OFFER MGMT & ANALYSIS	40.00	Officer	$438,109	$123,504	$561,613
STEPHANIE QUEISERT	MD-CHIEF FINANCIAL OFFICER	40.00	Officer	$418,651	$108,504	$527,155
LORRIE BRANSON	MD-LEGAL	40.00	Officer	$262,063	$58,504	$320,567
KRISTOPHER TATE	CORPORATE SECRETARY	1.00	Officer	$0	$0	$0
PAUL TALBOT	ASST CORP SECRETARY	1.00	Officer	$0	$0	$0
BRYAN GREGSTON	DIRECTOR	40.00	Highest	$351,499	$98,504	$450,003
CALEB LUND	DIRECTOR	40.00	Highest	$342,048	$63,504	$405,552
ANTHONY MATTHEWS	DIRECTOR	40.00	Highest	$317,811	$68,504	$386,315
JULIA REED	DIRECTOR	40.00	Highest	$302,170	$68,504	$370,674
ALYSSA WILLIAMS	DIRECTOR	40.00	Highest	$286,132	$63,504	$349,636

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	$11,676,597,614	$9,021,577,700	$47,548,536,893	$2,655,019,914
2024	$9,661,652,588	$6,747,958,156	$41,110,879,271	$2,913,694,432
2023	$7,651,350,396	$5,162,915,749	$31,640,075,723	$2,488,434,647
2022	$10,074,660,178	$4,800,912,221	$26,434,828,018	$5,273,747,957
2021	No data	No data	$70,160	No data
2021	$7,273,065,868	$3,790,337,657	$25,563,977,627	$3,482,728,211
2020	$4,885,079,278	$3,353,115,616	$17,157,797,480	$1,531,963,662
2019	$4,558,510,409	$2,524,294,424	$15,316,830,044	$2,034,215,985
2018	$3,465,939,041	$1,916,641,526	$12,912,865,793	$1,549,297,515

DONOR ADVISED CHARITABLE GIVING INC