THE RICHARD NIXON FOUNDATION (EIN 521278303) - 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

1983

Legal Domicile

Principal Officer

JAMES BYRON

Phone

7149935075

Tax Period

2023-01-01 to 2023-12-31

THE RICHARD NIXON FOUNDATION, founded in 1983, is a mid-sized nonprofit that reported $11.3M in total revenue in fiscal year 2023. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $10.5M left a modest 7% surplus.

Mission

THE TRAVEL POLICY FOR THE FOUNDATION PROVIDES FOR BUSINESS OR FIRST CLASS AIRFARE REIMBURSEMENT FOR THE CHAIRMAN. SPOUSE TRAVEL, ON BEHALF OF THE CHAIRMAN AND THE PRESIDENT, IS PROVIDED FOR WHEN IT IS IN THE FURTHERANCE OF THE FOUNDATION'S MISSION.

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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 $7,962,663

Program Service Revenue $353,201

Investment Income $453,442

Other Revenue $2,490,406

TOTAL REVENUE $11,259,712

Expense Breakdown

Grants Paid $279,993

Salaries & Benefits $3,830,757

Fundraising Expenses $485,319

Program Expenses $9,249,303

Other Expenses $6,384,303

TOTAL EXPENSES $10,495,053

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,259,712	$26,380,540	-0.6%
Expenses	$10,495,053	$9,269,639	+0.1%
Net Income	$764,659	$17,110,901	-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

Volunteers

192

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

$375,376

Total Directors

$267,801

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES BYRON	PRESIDENT & CEO	40.00	Officer Director	$250,000	$17,801	$267,801
ROBERT C OBRIEN	CHAIRMAN & DIRECTOR	5.00	Officer Director	$0	$0	$0
CHARLES ZHANG	TREASURER	5.00	Officer Director	$0	$0	$0
EVERETT ALVAREZ JR	BOARD MEMBER	2.00	Director	$0	$0	$0
LISA ARGYROS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN H CARLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER NIXON COX	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICIA NIXON COX	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN L CRAIG	BOARD MEMBER	1.00	Director	$0	$0	$0
MONICA CROWLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE NIXON EISENHOWER	BOARD MEMBER	1.00	Director	$0	$0	$0
MELANIE EISENHOWER	BOARD MEMBER	1.00	Director	$0	$0	$0
CALLISTA L GINGRICH	BOARD MEMBER	1.00	Director	$0	$0	$0
HUGH HEWITT	BOARD MEMBER	1.00	Director	$0	$0	$0
LAWRENCE M HIGBY	BOARD MEMBER	2.00	Director	$0	$0	$0
MING HSIEH	BOARD MEMBER	1.00	Director	$0	$0	$0
BLAKE KERNEN	BOARD MEMBER	1.00	Director	$0	$0	$0
BOBBIE KILBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM J KILBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
MARLENE MALEK	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES V MAZZO	BOARD MEMBER	1.00	Director	$0	$0	$0
MAUREEN DROWN NUNN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN RAKOLTA JR	BOARD MEMBER	1.00	Director	$0	$0	$0
GEOFFERY C SHEPARD	BOARD MEMBER	1.00	Director	$0	$0	$0
J PETER SIMON	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIELE STRUPPA	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID TUKEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMISON PHELTS	SECRETARY	40.00	Officer	$101,115	$6,460	$107,575
MAMTA DALAL	CHIEF FINANCIAL OFFICER	40.00	Highest	$170,100	$41,789	$211,889
LAURA CURTIS	VP OF BUSINESS DEVELOPMENT	40.00	Highest	$165,918	$33,097	$199,015
JOSEPH LOPEZ	VP OF MARKETING & COMMUNICATION	40.00	Highest	$148,680	$28,845	$177,525
CHRIS NORDYKE	VP OF EXTERNAL AFFAIRS	40.00	Highest	$170,100	$37,681	$207,781
ROBERT ROBERTSON	DIRECTOR OF SERVICES & OPERATION	40.00	Highest	$122,000	$33,311	$155,311

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	$11,259,712	$10,495,053	$77,097,055	$764,659
2022	$26,380,540	$9,269,639	$70,884,154	$17,110,901
2021	$9,688,165	$7,659,174	$62,998,242	$2,028,991
2020	$4,901,809	$7,138,952	$60,142,267	$-2,237,143
2019	$6,821,961	$9,335,972	$59,579,340	$-2,514,011

THE RICHARD NIXON FOUNDATION