THRIVENT CHARITABLE IMPACT & INVESTING (EIN 411802412) - 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

1994

Legal Domicile

Principal Officer

MANDY TUONG

Phone

6128444110

Tax Period

2024-01-01 to 2024-12-31

THRIVENT CHARITABLE IMPACT & INVESTING, founded in 1994, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $264.4M in total revenue in fiscal year 2024. Revenue surged 130% from the prior year, signaling strong growth momentum. The organization ran a surplus of $154.1M, a strong 58% operating margin.

Mission

SERVING THE COMMUNITY THROUGH CHARITABLE PLANNING, DONOR-ADVISED FUNDS, AND ENDOWMENTS.

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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 $160,234,580

Program Service Revenue $0

Investment Income $103,980,618

Other Revenue $231,152

TOTAL REVENUE $264,446,350

Expense Breakdown

Grants Paid $94,784,782

Salaries & Benefits $5,492,396

Fundraising Expenses $2,052,125

Program Expenses $95,413,120

Other Expenses $10,084,449

TOTAL EXPENSES $110,361,627

Year-over-Year Comparison

	2024	2023	Change
Revenue	$264,446,350	$114,823,436	+1.3%
Expenses	$110,361,627	$89,438,156	+0.2%
Net Income	$154,084,723	$25,385,280	+5.1%

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

Volunteers

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

$722,775

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM ODLAND	CHAIR	2.00	Officer Director	$0	$0	$0
JIM SCOTT JR	VICE CHAIR	2.00	Officer Director	$0	$0	$0
NICHOLAS CECERE	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE CLARY	DIRECTOR	2.00	Director	$0	$0	$0
KIRK FARNEY	DIRECTOR	2.00	Director	$0	$0	$0
ALESIA FRERICHS	DIRECTOR	2.00	Director	$0	$0	$0
CAROLYN SAKSTRUP	DIRECTOR	2.00	Director	$0	$0	$0
ABE SHEIKH	DIRECTOR	2.00	Director	$0	$0	$0
KIMBERLY SPEARS	DIRECTOR	2.00	Director	$0	$0	$0
MANDY TUONG	PRESIDENT & CEO	40.00	Officer	$663,156	$59,619	$722,775
GREG SHAMEY	VICE PRESIDENT	40.00	Officer	$0	$0	$0
KAREN VORACEK	VICE PRESIDENT	40.00	Officer	$0	$0	$0
NICKI SCHUMAN	TREASURER	5.00	Officer	$0	$0	$0
CINDY NIGBUR	SECRETARY	2.00	Officer	$0	$0	$0
GREGORY ALLEN	ASSISTANT TREASURER	40.00	Officer	$0	$0	$0
MAX ERICKSON	ASSISTANT SECRETARY	40.00	Officer	$0	$0	$0
KIM BORTON TERMED 53124	VICE PRESIDENT	2.00	Officer	$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	$264,446,350	$110,361,627	$939,656,118	$154,084,723
2023	$114,823,436	$89,438,156	$801,749,092	$25,385,280
2022	$101,828,070	$69,253,844	$707,383,867	$32,574,226
2021	$138,812,775	$65,425,483	$809,708,853	$73,387,292
2020	$180,241,401	$50,035,872	$692,011,038	$130,205,529
2019	$81,831,339	$41,424,143	$523,936,676	$40,407,196
2018	$66,081,685	$32,189,286	$430,311,771	$33,892,399

THRIVENT CHARITABLE IMPACT & INVESTING