BOSTON, MA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)THE US CHARITABLE GIFT TRUST, founded in 1999, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $311.9M in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $98.6M, a strong 32% operating margin.
ORGANIZATION MISSION OR SIGNIFICANT ACTIVITIES THE MISSION OF THE U.S. CHARITABLE GIFT TRUST (THE "TRUST") IS TO INCREASE CHARITABLE GIVING THROUGH A COST-EFFECTIVE AND TAX-ADVANTAGED INVESTMENT PROGRAM THAT HELPS DONORS ACHIEVE THEIR PHILANTHROPIC GOALS. EATON VANCE MANAGEMENT MANAGES THE TRUST UNDER THE SUPERVISION OF THE TRUST'S BOARD OF DIRECTORS AND, ALONG WITH EATON VANCE TRUST COMPANY ("EVTC") AND CALVERT RESEARCH AND MANAGEMENT AS WELL AS CI EATON PRIVATE WEALTH, PROVIDES INVESTMENT ADVISORY SERVICES TO THE TRUST. ON AN ONGOING BASIS, EVTC, AS THE TRUST'S TRUSTEE, HIRES AND OVERSEES CERTAIN SERVICE PROVIDERS TO THE TRUST.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $311,917,718 | $236,415,879 | +0.3% |
| Expenses | $213,327,595 | $203,557,691 | +0.0% |
| Net Income | $98,590,123 | $32,858,188 | +2.0% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| JEFFREY P BEALE | LEAD INDEPENDENT DIRECTOR | 4.0 |
Director
|
$60,000 | $0 | $60,000 |
| MICHELLE A KINCH | DIRECTOR | 3.5 |
Director
|
$50,000 | $0 | $50,000 |
| JOHN GRIFFIN | DIRECTOR | 3.0 |
Director
|
$45,000 | $0 | $45,000 |
| KATHARINE B LENESS | DIRECTOR | 3.5 |
Director
|
$45,000 | $0 | $45,000 |
| KATHLEEN L AMES | DIRECTOR | 2.5 |
Director
|
$40,000 | $0 | $40,000 |
| LAWRENCE L FAHEY | VICE PRESIDENT | 5.0 |
Officer
Director
|
$0 | $0 | $0 |
| STEPHEN W CLARKE | PRESIDENT | 40.0 |
Officer
Director
|
$0 | $0 | $0 |
| JAMES KIRCHNER | TREASURER | 2.0 |
Officer
|
$0 | $0 | $0 |
| MICHAEL P SHATTUCK | ASST TREASURER | 5.0 |
Officer
|
$0 | $0 | $0 |
| STEPHANIE ROSANDER | SECRETARY | 5.0 |
Officer
|
$0 | $0 | $0 |
| DESMOND GALLACHER | VICE PRESIDENT | 1.0 |
Officer
|
$0 | $0 | $0 |
| A JOHN MURPHY | VICE PRESIDENT | 1.0 |
Officer
|
$0 | $0 | $0 |
| MICHAEL ASKEW | ASSISTANT SECRETARY | 1.0 |
Officer
|
$0 | $0 | $0 |
| MEGHAN MOSES | CHIEF PHIL. OFF. 1/23-2/23 | 4.0 |
Officer
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $311,917,718 | $213,327,595 | $1,737,981,703 | $98,590,123 |
| 2022 | $236,415,879 | $203,557,691 | $1,258,791,921 | $32,858,188 |
| 2021 | $424,474,116 | $175,475,992 | $1,329,314,188 | $248,998,124 |
| 2020 | $244,430,823 | $181,157,001 | $1,001,513,171 | $63,273,822 |
| 2020 | $244,430,823 | $181,157,001 | $1,001,513,171 | $63,273,822 |
| 2019 | $218,949,196 | $150,847,897 | $870,606,632 | $68,101,299 |
| 2018 | $197,641,400 | $110,739,818 | $707,102,568 | $86,901,582 |
Compare THE US CHARITABLE GIFT TRUST with other nonprofits in Massachusetts and across the country.