American Battlefield Trust (EIN 541426643) - 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

1987

Legal Domicile

Principal Officer

David Duncan

Phone

2023671861

Tax Period

2024-04-01 to 2025-03-31

American Battlefield Trust, founded in 1987, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $57.9M in total revenue in fiscal year 2024. Revenue surged 85% from the prior year, signaling strong growth momentum. The organization ran a surplus of $17.6M, a strong 30% operating margin.

Mission

See Part III Line 1.

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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 $56,277,519

Program Service Revenue $165,151

Investment Income $839,499

Other Revenue $569,907

TOTAL REVENUE $57,852,076

Expense Breakdown

Grants Paid $3,442,878

Salaries & Benefits $6,609,535

Fundraising Expenses $2,245,469

Program Expenses $36,259,729

Other Expenses $29,801,120

TOTAL EXPENSES $40,224,170

Year-over-Year Comparison

	2024	2023	Change
Revenue	$57,852,076	$31,187,669	+0.9%
Expenses	$40,224,170	$22,258,978	+0.8%
Net Income	$17,627,906	$8,928,691	+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

135

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

$884,359

Total Directors

$527,545

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David N Duncan	President	50.00	Officer Director	$326,809	$98,096	$424,905
Dr Mary Abroe	Chair	5.00	Officer Director	$0	$0	$0
William J Hupp	Vice-Chair	5.00	Officer Director	$0	$0	$0
Travis K Anderson	Treasurer	5.00	Officer Director	$0	$0	$0
William W Vodra	Secretary, Ex-officio	5.00	Officer Director	$0	$0	$0
Robert C Daum	Trustee	5.00	Director	$0	$0	$0
Don Barrett	Trustee	1.00	Director	$0	$0	$0
John T Beaty Jr	Trustee	1.00	Director	$0	$0	$0
Virginia Burnley	Trustee	1.00	Director	$0	$0	$0
John Culberson	Trustee	1.00	Director	$0	$0	$0
Richard G Etzkorn	Trustee	1.00	Director	$0	$0	$0
Thomas P Hand	Trustee	1.00	Director	$0	$0	$0
Van D Hipp Jr	Trustee	1.00	Director	$0	$0	$0
Thomas H Lauer	Trustee	1.00	Director	$0	$0	$0
O James Lighthizer	Trustee	1.00	Director	$102,640	$0	$102,640
Jeff P McClanathan	Trustee	1.00	Director	$0	$0	$0
Noah B Mehrkam	Trustee	1.00	Director	$0	$0	$0
General Richard P Mills	Trustee	1.00	Director	$0	$0	$0
John L Nau III	Trustee	1.00	Director	$0	$0	$0
Stephan F Newhouse	Trustee	1.00	Director	$0	$0	$0
Marshal A Oldman	Trustee	1.00	Director	$0	$0	$0
J Dennis Sexton	Trustee	1.00	Director	$0	$0	$0
John Sivolella	Trustee	1.00	Director	$0	$0	$0
Barbara L Stewart	Trustee	1.00	Director	$0	$0	$0
Madhu Tadikonda	Trustee	1.00	Director	$0	$0	$0
Charles E Trefzger	Trustee	1.00	Director	$0	$0	$0
Christopher C Welton	Trustee	1.00	Director	$0	$0	$0
Susan Whitaker	Trustee	1.00	Director	$0	$0	$0
David J Abbey	Trustee	1.00	Director	$0	$0	$0
Tommas B Nusz	Trustee	1.00	Director	$0	$0	$0
John M Taylor	Trustee	1.00	Director	$0	$0	$0
Stephen D Wyngarden	Chief Administrative Officer	40.00	Officer	$155,039	$52,857	$207,896
Mark Borcherding	Chief Financial Officer	40.00	Officer	$228,273	$23,285	$251,558
Thomas M Gilmore	Chief Real Estate Officer	40.00	Highest	$266,373	$52,273	$318,646
James J Campi	Chief Policy & Comm. Officer	40.00	Highest	$246,745	$31,046	$277,791
Garry E Adelman	Chief Historian	40.00	Highest	$188,081	$49,797	$237,878
Lawrence Swiader	Chief Digital Officer	40.00	Highest	$188,683	$9,383	$198,066
Paula Rivera	Controller	40.00	Highest	$180,025	$8,016	$188,041

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
2025	$57,852,076	$40,224,170	$248,749,059	$17,627,906
2024	$31,187,669	$22,258,978	$222,795,093	$8,928,691
2023	$32,698,089	$19,273,792	$214,046,242	$13,424,297
2022	$30,710,321	$16,313,006	$203,528,693	$14,397,315
2022	$31,028,117	$16,827,963	$202,192,829	$14,200,154
2021	$34,249,054	$13,820,675	$188,857,362	$20,428,379
2020	$36,562,863	$15,774,376	$168,427,381	$20,788,487
2019	$33,614,481	$22,185,692	$147,165,417	$11,428,789
2018	$38,524,608	$18,615,067	$132,745,796	$19,909,541

American Battlefield Trust