Council of American Overseas Research Centers (EIN 521395971) - 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

1984

Legal Domicile

Principal Officer

Heidi Wiederkehr

Tax Period

2023-10-01 to 2024-09-30

Council of American Overseas Research Centers, founded in 1984, is a community nonprofit in the International Affairs sector that reported $6.5M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

The Council of American Overseas Research Centers (CAORC) is a private non-profit federation of independent overseas research centers that promotes research to advance knowledge of the world outside The United States in an era of global engagement.

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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 $5,968,757

Program Service Revenue $350,000

Investment Income $111,342

Other Revenue $40,276

TOTAL REVENUE $6,470,375

Expense Breakdown

Grants Paid $4,691,717

Salaries & Benefits $699,626

Fundraising Expenses $0

Program Expenses $6,165,291

Other Expenses $951,626

TOTAL EXPENSES $6,342,969

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,470,375	$5,967,934	+0.1%
Expenses	$6,342,969	$6,577,596	0.0%
Net Income	$127,406	$-609,662	-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

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

$206,157

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Heidi Wiederkehr	Executive Director	40.00	Officer	$194,656	$11,501	$206,157
James Miller	Director	1.00	Director	$0	$0	$0
Penelope Mitchell	Director	1.00	Director	$0	$0	$0
Cynthia Radding	Director	1.00	Director	$0	$0	$0
Donald Kane	Director	1.00	Director	$0	$0	$0
Mark Lawall	Director	1.00	Director	$0	$0	$0
Maureen Marshall	Director	1.00	Director	$0	$0	$0
Sumathi Ramaswamy	Director	1.00	Director	$0	$0	$0
Flagg Miller	Director	1.00	Director	$0	$0	$0
Peter Wien	Director	1.00	Director	$0	$0	$0
Eve Zucker	Director	1.00	Director	$0	$0	$0
Brian Rose	Director	1.00	Director	$0	$0	$0
Franois Tainturier	Director	1.00	Director	$0	$0	$0
Mythri Jegathesan	Director	1.00	Director	$0	$0	$0
Paula DePriest	Director	1.00	Director	$0	$0	$0
Katharyn Hanson	Director	1.00	Director	$0	$0	$0
Thomas Barfield	Director	1.00	Director	$0	$0	$0
Milan Shrestra	Director	1.00	Director	$0	$0	$0
J Mark Kenoyer	Director	1.00	Director	$0	$0	$0
Ismael Montana	Director	1.00	Director	$0	$0	$0
Pearce Paul Creasman	Director	1.00	Director	$0	$0	$0
Robert Hefner	Director	1.00	Director	$0	$0	$0
Kathryn Grossman	Director	1.00	Director	$0	$0	$0
Louise Bertini	Director	1.00	Director	$0	$0	$0
Matt Cook	Director	1.00	Director	$0	$0	$0
Anne Betteridge	Chair	7.00	Officer Director	$0	$0	$0
Leonardo Villalon	Former Chair	4.50	Officer Director	$0	$0	$0
Siddharth Chandra	Treasurer	4.50	Officer Director	$0	$0	$0
Ali Riaz	Vice Chair	4.50	Officer Director	$0	$0	$0
Ann-Marie Knoblauch	Secretary	4.50	Officer 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	$6,470,375	$6,342,969	$4,679,949	$127,406
2023	$5,967,934	$6,577,596	$4,554,961	$-609,662
2022	$5,844,672	$5,775,205	$3,977,316	$69,467
2021	$4,108,746	$4,069,436	$3,976,736	$39,310
2020	$4,326,391	$4,409,839	$3,966,493	$-83,448
2019	$5,893,195	$4,826,071	$4,038,954	$1,067,124

Council of American Overseas Research Centers