THE AMERICAN CENTER FOR PHILANTHROPY INC (EIN 412010078) - 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

2001

Legal Domicile

Principal Officer

GREGORY A CARLSON

Phone

5073214027

Tax Period

2023-01-01 to 2023-12-31

THE AMERICAN CENTER FOR PHILANTHROPY INC, founded in 2001, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.4M in total revenue in fiscal year 2023. Revenue fell 40% from the prior year — a significant decline worth monitoring. Net assets of $41.0M represent 92 months of operating reserves.

Mission

SUPPORT INDIVIDUALS AND NON-PROFIT ORGANIZATIONS IN THE TRANSFER OF SOCIAL CAPITAL TO A MEANINGFUL AND EFFECTIVE PURPOSE.

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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 $3,243,588

Program Service Revenue $0

Investment Income $2,121,876

Other Revenue $0

TOTAL REVENUE $5,365,464

Expense Breakdown

Grants Paid $5,039,537

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,122,492

Other Expenses $277,352

TOTAL EXPENSES $5,316,889

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,365,464	$8,948,755	-0.4%
Expenses	$5,316,889	$3,919,915	+0.4%
Net Income	$48,575	$5,028,840	-1.0%

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

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
GREGORY A CARLSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
RICHARD ESTENSON	TREASURER	1.00	Officer Director	$0	$0	$0
ARTHUR MONAGHAN	SECRETARY	1.00	Officer Director	$0	$0	$0
BLAKE ABDELLA	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDY HAUSKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM WEINZETTEL	BOARD MEMBER	1.00	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	$5,365,464	$5,316,889	$41,244,300	$48,575
2022	$8,948,755	$3,919,915	$38,246,702	$5,028,840
2021	$9,301,432	$3,671,744	$38,336,369	$5,629,688
2020	$5,032,403	$4,439,429	$33,669,317	$592,974
2019	$4,676,656	$3,111,463	$31,998,461	$1,565,193
2018	$3,307,766	$3,644,755	$27,393,176	$-336,989

THE AMERICAN CENTER FOR PHILANTHROPY INC