AMERICAN ENDOWMENT FOUNDATION

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

STEPHEN W JONES

Phone

3306557552

Tax Period

2023-01-01 to 2023-12-31

AMERICAN ENDOWMENT FOUNDATION, founded in 1993, is a large national nonprofit in the Philanthropy & Grantmaking sector that reported $1.3B in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $1.3B left a modest 3% surplus.

Mission

TO EXPAND THE CAPACITY OF AMERICAN PHILANTHROPY THROUGHOUT THE FINANCIAL SERVICES INDUSTRY.

Program Service Accomplishments

Program 1

Expenses: $1,270,355,558 Revenue: $0

AMERICAN ENDOWMENT FOUNDATION MAKES GRANTS TO U.S. CHARITABLE ORGANIZATIONS THAT ARE TAX-EXEMPT CHARITIES, OR TO U.S., STATE AND LOCAL GOVERNMENT ENTITIES FOR CHARITABLE PURPOSES. GRANTS ARE ONLY...

AMERICAN ENDOWMENT FOUNDATION MAKES GRANTS TO U.S. CHARITABLE ORGANIZATIONS THAT ARE TAX-EXEMPT CHARITIES, OR TO U.S., STATE AND LOCAL GOVERNMENT ENTITIES FOR CHARITABLE PURPOSES. GRANTS ARE ONLY APPROVED IF THEY ARE USED EXCLUSIVELY IN FURTHERANCE OF CHARITABLE PURPOSES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,171,485,223

Program Service Revenue $0

Investment Income $149,404,196

Other Revenue $1,462

TOTAL REVENUE $1,320,890,881

Expense Breakdown

Grants Paid $1,229,386,619

Salaries & Benefits $12,184,076

Fundraising Expenses $4,729,958

Program Expenses $1,270,355,558

Other Expenses $36,448,755

TOTAL EXPENSES $1,278,019,450

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,320,890,881	$1,422,851,075	-0.1%
Expenses	$1,278,019,450	$1,038,658,473	+0.2%
Net Income	$42,871,431	$384,192,602	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

127

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

$2,003,313

Total Directors

$172,581

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH BETRO	CHAIRMAN OF THE BOARD	10.00	Director	$55,000	$0	$55,000
TED AUSTIN	DIRECTOR	3.00	Director	$10,200	$0	$10,200
BENJAMIN BECKMAN	DIRECTOR	3.00	Director	$12,000	$0	$12,000
BRIAN BROADBENT	DIRECTOR	3.00	Director	$12,000	$0	$12,000
JANET GOSCHE	DIRECTOR	3.00	Director	$12,000	$0	$12,000
MARTIN HALL	DIRECTOR	3.00	Director	$12,000	$0	$12,000
PATRICK HEDDLESTON	DIRECTOR	3.00	Director	$12,000	$0	$12,000
TIMOTHY HOGAN	DIRECTOR	3.00	Director	$12,000	$0	$12,000
JUSTIN HORTON	DIRECTOR	3.00	Director	$10,200	$0	$10,200
REBECCA MORGAN	DIRECTOR	3.00	Director	$12,000	$0	$12,000
STEVE MULLIN	DIRECTOR (UNTIL 2/24/23)	3.00	Director	$1,833	$0	$1,833
CARL ZIPFEL	DIRECTOR (UNTIL 11/19/2023)	3.00	Director	$11,348	$0	$11,348
RONDAL RANSOM	CHIEF EXECUTIVE OFFICER	40.00	Officer	$374,154	$17,933	$392,087
STEPHEN W JONES	EXECUTIVE VICE PRESIDENT	40.00	Officer	$386,885	$40,598	$427,483
MICHELE HOZA	GENERAL COUNSEL & SECRETARY OF BOARD	40.00	Officer	$238,301	$33,434	$271,735
TYANA SMITH	CHIEF BUSINESS DEVELOPMENT OFFICER	40.00	Officer	$209,249	$42,199	$251,448
PAULA HOGAN	CHRO	40.00	Officer	$210,101	$29,710	$239,811
JESSE JUGUILON	CHIEF BUSINESS STRATEGY OFFICER	40.00	Officer	$202,044	$7,311	$209,355
MARK MANNING	CIO	40.00	Officer	$190,623	$20,771	$211,394
BRIAN DEACY	SVP, NATIONAL DEVELOPMENT MANAGER	40.00	Highest	$196,693	$29,189	$225,882
SHANNON BAKER	VP DEVELOPMENT	40.00	Highest	$184,725	$25,806	$210,531
STEPHEN BROOKS	VP DEVELOPMENT	40.00	Highest	$174,298	$33,201	$207,499
LEVENT BAYKUT	SR. DIRECTOR OPERATIONS	40.00	Highest	$150,817	$16,562	$167,379
BRYCE JOHNSON	VP DEVELOPMENT	40.00	Highest	$149,939	$23,632	$173,571
JOHN FARREN	FORMER PRESIDENT	0.00		$231,292	$12,194	$243,486

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	$1,320,890,881	$1,278,019,450	$7,145,882,316	$42,871,431
2022	$1,422,851,075	$1,038,658,473	$6,246,840,051	$384,192,602
2021	$2,685,508,863	$809,660,191	$7,068,290,344	$1,875,848,672
2020	$1,389,746,945	$536,804,308	$4,667,674,302	$852,942,637
2019	$959,495,885	$424,614,494	$3,480,736,124	$534,881,391
2018	$1,135,358,730	$360,182,285	$2,631,995,991	$775,176,445