THE BARACK OBAMA FOUNDATION (EIN 464950751) - 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

2014

Legal Domicile

Principal Officer

VALERIE JARRETT

Phone

7734201700

Tax Period

2024-01-01 to 2024-12-31

THE BARACK OBAMA FOUNDATION, founded in 2014, is a major nonprofit in the Arts, Culture & Humanities sector that reported $164.7M in total revenue in fiscal year 2018. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $118.8M, a strong 72% operating margin.

Mission

TO INSPIRE, EMPOWER, AND CONNECT PEOPLE TO CHANGE THEIR WORLD AND TO HONOR THE LEGACY OF PRESIDENT.

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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 $194,905,424

Program Service Revenue $0

Investment Income $14,843,290

Other Revenue $11,201

TOTAL REVENUE $209,759,915

Expense Breakdown

Grants Paid $11,386,511

Salaries & Benefits $43,693,713

Fundraising Expenses $23,633,986

Program Expenses $51,126,361

Other Expenses $33,933,574

TOTAL EXPENSES $91,442,238

Year-over-Year Comparison

	2024	2023	Change
Revenue	$209,759,915	$140,586,104	+0.5%
Expenses	$91,442,238	$87,462,284	+0.0%
Net Income	$118,317,677	$53,123,820	+1.2%

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

337

Volunteers

750

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

$1,143,744

Total Directors

$755,862

Key Employees

$3,976,977

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALERIE JARRETT	DIRECTOR/CEO	40.00	Officer Director	$740,000	$15,862	$755,862
DAVID PLOUFFE	DIRECTOR/VP/SECRETARY	1.00	Officer Director	$0	$0	$0
GLENN HUTCHINS	DIRECTOR/VICE CHAIRPERSON	10.00	Officer Director	$0	$0	$0
JOHN KEVIN POORMAN	DIRECTOR/PRESIDENT	10.00	Officer Director	$0	$0	$0
MARTIN H NESBITT	DIRECTOR/CHAIRPERSON	10.00	Officer Director	$0	$0	$0
MICHAEL SACKS	DIRECTOR/VP	1.00	Officer Director	$0	$0	$0
PENNY PRITZKER	DIRECTOR/VICE CHAIRPERSON	10.00	Officer Director	$0	$0	$0
ROBERT WOLF	DIRECTOR/VP/TREASURER	2.00	Officer Director	$0	$0	$0
BRODERICK JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE BALLMER	DIRECTOR	1.00	Director	$0	$0	$0
DEMOND MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN ROGERS	DIRECTOR	1.00	Director	$0	$0	$0
JUAN SALGADO	DIRECTOR	1.00	Director	$0	$0	$0
JULIANNA SMOOT	DIRECTOR	1.00	Director	$0	$0	$0
SEAN PARKER	DIRECTOR	1.00	Director	$0	$0	$0
THELMA GOLDEN	DIRECTOR	1.00	Director	$0	$0	$0
AMMAR RIZKI	CFO	40.00	Officer	$362,816	$25,066	$387,882
ROBBIN COHEN	EVP, OPC	40.00	Key Emp	$610,195	$40,554	$650,749
ALFREDA BRADLEY-COAR	EVP, CHIEF LEGAL & PEOPLE OFFICER	40.00	Key Emp	$424,769	$15,423	$440,192
CHRISTINA TCHEN	EVP, STRATEGY & IMPACT	40.00	Key Emp	$397,992	$25,066	$423,058
LORI T HEALEY	SVP, EXECUTIVE PROJECT OFFICER	40.00	Key Emp	$371,232	$25,066	$396,298
MICHAEL STRAUTMANIS	EVP, EXTERNAL AFFAIRS	40.00	Key Emp	$351,815	$40,554	$392,369
LAURA LUCAS MAGNUSON	EVP, GLOBAL PROGRAMS	40.00	Key Emp	$359,929	$25,526	$385,455
DANIEL MCGREGOR	SVP, DEVELOPMENT (END 12/24)	40.00	Key Emp	$314,714	$22,236	$336,950
ELISABETH SICILIANO	SVP, STRATEGY, GOVERNANCE & RISK	40.00	Key Emp	$291,459	$30,143	$321,602
CHARMAINE WILLIAMS	SVP, CHIEF HUMAN RESOURCES OFFICER	40.00	Key Emp	$306,400	$14,011	$320,411
LOUISE BERNARD	SVP, MUSEUM DIRECTOR	40.00	Key Emp	$287,308	$22,585	$309,893
JAMIE-CLARE FLAHERTY	VP, DEPUTY GENERAL COUNSEL	40.00	Highest	$289,750	$22,896	$312,646
ROARK FRANKEL	DIRECTOR OF PLANNING & DELIVERY	40.00	Highest	$262,144	$29,090	$291,234
CAITLIN GILMORE	VP, FUNDRAISING & DEVELOPMENT	40.00	Highest	$272,584	$12,658	$285,242
RACHEL RAUSCHER	VP, DEVELOPMENT OPERATIONS (END 6/24)	40.00	Highest	$270,808	$10,831	$281,639
ADREN WILSON	EXEC. DIRECTOR, MBK & VP, YOUTH OPPORTUNITY PRGMS	40.00	Highest	$251,816	$21,386	$273,202

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	$209,759,915	$91,442,238	$1,106,193,451	$118,317,677
2023	$140,586,104	$87,462,284	$986,582,755	$53,123,820
2022	$309,284,239	$59,708,464	$944,959,493	$249,575,775
2021	$159,957,411	$40,550,456	$693,835,698	$119,406,955
2020	$171,374,663	$40,536,698	$563,740,541	$130,837,965
2020	$171,374,663	$40,536,698	$563,740,541	$130,837,965
2019	$141,308,493	$54,783,253	$439,375,134	$86,525,240
2018	$164,674,309	$45,888,380	$355,887,803	$118,785,929

THE BARACK OBAMA FOUNDATION