GATES PHILANTHROPY PARTNERS (EIN 473290897) - 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

2015

Legal Domicile

Principal Officer

JENNIFER DEGER

Phone

2067093100

Tax Period

2023-01-01 to 2023-12-31

GATES PHILANTHROPY PARTNERS, founded in 2015, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $132.4M in total revenue in fiscal year 2023. Revenue surged 749% from the prior year, signaling strong growth momentum. The organization ran a surplus of $90.7M, a strong 69% operating margin.

Mission

GRANTMAKING & CHARITABLE ACTIVITIES TO PROMOTE GLOBAL DEVELOPMENT, GLOBAL HEALTH & EDUCATION

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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 $132,346,638

Program Service Revenue $0

Investment Income $27,133

Other Revenue $0

TOTAL REVENUE $132,373,771

Expense Breakdown

Grants Paid $40,929,884

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,486,807

Other Expenses $712,917

TOTAL EXPENSES $41,642,801

Year-over-Year Comparison

	2023	2022	Change
Revenue	$132,373,771	$15,596,376	+7.5%
Expenses	$41,642,801	$31,922,284	+0.3%
Net Income	$90,730,970	$-16,325,908	-6.6%

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

N/A

Employees

N/A

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

$2,114,992

Total Directors

$3,398,647

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLAN GOLSTON	BOARD CHAIR (START 5/23) & DIRECTOR	1.00	Director	$0	$78,876	$1,061,661
GARGEE GHOSH	DIRECTOR (START 5/23)	1.00	Director	$0	$90,974	$914,947
CONNIE COLLINGSWORTH	DIRECTOR & BOARD CHAIR (END 4/23)	1.00	Director	$0	$78,421	$823,550
ROBERT ROSEN	EXECUTIVE DIRECTOR	3.00	Officer Director	$0	$89,272	$492,445
LISA JOHNSEN	SECRETARY (END 3/23) & DIRECTOR	1.00	Officer Director	$0	$19,403	$106,044
KEITH MATTHEWS	SECRETARY (START 5/23)	1.00	Officer	$0	$90,854	$579,863
JENNIFER DEGER	TREASURER (START 5/23)	1.00	Officer	$0	$65,242	$475,932
JONATHAN CASTRODALE	TREASURER (END 5/23)	1.00	Officer	$0	$91,939	$460,708

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	$132,373,771	$41,642,801	$116,246,113	$90,730,970
2022	$15,596,376	$31,922,284	$22,461,718	$-16,325,908
2021	$30,155,547	$65,955,232	$58,428,866	$-35,799,685
2020	$173,130,385	$99,537,990	$91,968,050	$73,592,395
2019	$19,503,373	$24,526,742	$4,006,202	$-5,023,369
2018	$23,534,093	$20,023,676	$6,777,581	$3,510,417

GATES PHILANTHROPY PARTNERS