THE PIMCO FOUNDATION (EIN 330891470) - 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

2000

Legal Domicile

Principal Officer

JEFFREY PARKER

Phone

9497206397

Tax Period

2023-01-01 to 2023-12-31

THE PIMCO FOUNDATION, founded in 2000, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $10.4M in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $6.0M, a strong 57% operating margin.

Mission

OUR MISSION IS TO EMPOWER PEOPLE GLOBALLY TO REACH THEIR FULL POTENTIAL.

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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 $7,597,436

Program Service Revenue $0

Investment Income $2,849,553

Other Revenue $0

TOTAL REVENUE $10,446,989

Expense Breakdown

Grants Paid $4,299,231

Salaries & Benefits $0

Fundraising Expenses $9,000

Program Expenses $4,299,231

Other Expenses $195,416

TOTAL EXPENSES $4,494,647

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,446,989	$12,115,079	-0.1%
Expenses	$4,494,647	$7,614,198	-0.4%
Net Income	$5,952,342	$4,500,881	+0.3%

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

N/A

Volunteers

3160

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
MANNY ROMAN	PRESIDENT/DIRECTOR	2.00	Officer Director	$0	$0	$0
CANDICE STACK	VICE PRESIDENT/DIRECTOR	2.00	Officer Director	$0	$0	$0
JULIE MEGGERS	TREASURER / DIRECTOR	2.00	Officer Director	$0	$0	$0
NADIA ZAKIR	SECRETARY/DIRECTOR	2.00	Officer Director	$0	$0	$0
DAN IVASCYN	DIRECTOR	1.00	Director	$0	$0	$0
GREG SHARENOW	DIRECTOR	1.00	Director	$0	$0	$0
ERIC JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
CATHY STAHL	DIRECTOR	1.00	Director	$0	$0	$0
DAN HYMAN	DIRECTOR	1.00	Director	$0	$0	$0
MARK KIESEL	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY PARKER	SVP FINANCIAL CONTROL HUMA	1.00	Director	$0	$0	$0
NATE BROWN	DIRECTOR	1.00	Officer Director	$0	$0	$0

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	$10,446,989	$4,494,647	$141,578,487	$5,952,342
2022	$12,115,079	$7,614,198	$121,026,926	$4,500,881
2021	$18,708,421	$14,350,122	$141,568,063	$4,358,299
2020	$16,531,426	$6,000,031	$125,138,028	$10,531,395
2019	$11,389,505	$6,197,833	$110,587,426	$5,191,672
2018	$12,658,312	$3,018,042	$99,736,595	$9,640,270

THE PIMCO FOUNDATION