AMERICA'S CHARITIES

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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

1988

Legal Domicile

Principal Officer

JAMES E STARR

Phone

8004589505

Tax Period

2023-01-01 to 2023-12-31

AMERICA'S CHARITIES, founded in 1988, is a mid-sized nonprofit that reported $43.6M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $41.1M left a modest 6% surplus.

Mission

AMERICA'S CHARITIES HELPS THE NATION'S MOST TRUSTED CHARITIES THRIVE BY GENERATING SUSTAINABLE INCOME THROUGH WORKPLACE GIVING AND ADDITIONAL PATHS. AMERICA'S CHARITIES ALSO RAISES AND DISTRIBUTES FUNDS TO PROVIDE DISASTER AND EMERGENCY RELIEF TO INDIVIDUALS AND OTHERS IN COMMUNITIES IMPACTED BY DISASTERS AND OTHER EMERGENCIES THAT CREATE A FINANCIAL HARDSHIP.

Program Service Accomplishments

Program 1

Expenses: $23,148,065 Revenue: $1,699,828

CAMPAIGN MANAGEMENT SERVICES - ACTIVITIES RELATED TO SERVING AS A FIDUCIARY AGENT FOR MEMBER CHARITIES AND IN PROVISION OF CAMPAIGN MANAGEMENT SERVICES TO PUBLIC AND PRIVATE SECTOR CLIENTS.AC...

CAMPAIGN MANAGEMENT SERVICES - ACTIVITIES RELATED TO SERVING AS A FIDUCIARY AGENT FOR MEMBER CHARITIES AND IN PROVISION OF CAMPAIGN MANAGEMENT SERVICES TO PUBLIC AND PRIVATE SECTOR CLIENTS.AC CAMPAIGN MANAGEMENT SERVICES FOCUS ON DELIVERING EXCELLENT CUSTOMER SERVICE TO MEET THE NEEDS OF PUBLIC AND PRIVATE SECTOR EMPLOYERS WHERE AC MANAGES THEIR WORKPLACE GIVING PROGRAMS. SERVICES ALSO INCLUDE AGGREGATING DONOR AND PLEDGE DATA, PERFORMING ANALYSES OF PLEDGES AND PROVIDING PAYMENT SERVICES. AC DELIVERS TRANSPARENT, DETAILED, AND CUSTOMIZED REPORTS TO MEMBER CHARITIES, OTHER CHARITIES, AND PUBLIC AND PRIVATE SECTOR EMPLOYERS. IN ADDITION, AC ASSISTS MEMBER CHARITIES' FINANCE DEPARTMENTS WITH BUDGETING AND FORECASTING.

Program 2

Expenses: $12,650,719 Revenue: $1,832,154

EMPLOYEE ASSISTANCE FUND SERVICES - ACTIVITIES RELATED TO THE CREATION AND ADMINISTRATION OF EMPLOYEE ASSISTANCE FUNDS FOR A DEFINED CHARITABLE CLASS IN EACH PROGRAM. AMERICA'S CHARITIES MANAGED OVER 200 EMPLOYEE ASSISTANCE FUND PROGRAMS FOR EMPLOYERS WITH 2 MILLION + EMPLOYEES, PROVIDING DIRECT EMERGENCY FINANCIAL ASSISTANCE TO ELIGIBLE EMPLOYEES MEETING FUND GUIDLEINES, THAT WERE IMPACTED BY DISASTER OR OTHER PERSONAL EMERGENCY.

Program 3

Expenses: $4,279,490 Revenue: $1,090,167

MEMBER CAMPAIGN SERVICES - ACTIVITIES RELATED TO THE MANAGEMENT OF OUR MEMBERS' PARTICIPATION IN THE FEDERAL GOVERNMENT'S ANNUAL CAMPAIGN IN WHICH FEDERAL EMPLOYEES CAN GIVE TO SUPPORT CHARITY.IN...

MEMBER CAMPAIGN SERVICES - ACTIVITIES RELATED TO THE MANAGEMENT OF OUR MEMBERS' PARTICIPATION IN THE FEDERAL GOVERNMENT'S ANNUAL CAMPAIGN IN WHICH FEDERAL EMPLOYEES CAN GIVE TO SUPPORT CHARITY.IN 2023, AC WORKED TO GENERATE UNRESTRICTED, SUSTAINABLE FINANCIAL SUPPORT FOR ITS MEMBERS THROUGH PUBLIC SECTOR WORKPLACE GIVING PROGRAMS. AC APPLIED ON BEHALF OF ITS MEMBERS AND SECURED THEIR PARTICIPATION IN THE NATIONWIDE CFC AND OVER 60 STATE AND LOCAL CAMPAIGNS. FURTHER, AC SUPPORTED MEMBER CHARITY PARTICIPATION IN APPROXIMATELY 189 CAMPAIGN RELATED-EVENTS TO SUPPORT PUBLIC SECTOR EMPLOYEE GIVING.AC HELPS CHARITIES GENERATE CRITICALLY NEEDED UNRESTRICTED FUNDS ENABLING THOSE CHARITIES TO DELIVER PROGRAMS AND SERVICES FOR FAMILIES, CHILDREN, INDIVIDUALS AND COMMUNITIES NATIONWIDE.AC ALSO PROVIDES SYMPOSIA, WEBINARS, EVENTS, AND TRAINING FOR CHARITIES AND EMPLOYERS FOCUSED ON TOPICS AND ISSUES SUCH AS EMPLOYEE CHARITABLE ENGAGEMENT, VOLUNTEER LEADERSHIP DEVELOPMENT, DONOR RELATIONSHIP MANAGEMENT AND EXPECTATIONS, AND LEVERAGING SOCIAL MEDIA.

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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 $38,406,543

Program Service Revenue $4,622,149

Investment Income $561,300

Other Revenue $24,496

TOTAL REVENUE $43,614,488

Expense Breakdown

Grants Paid $36,310,148

Salaries & Benefits $3,597,012

Fundraising Expenses $270,613

Program Expenses $40,078,274

Other Expenses $1,187,459

TOTAL EXPENSES $41,094,619

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,614,488	$39,872,476	+0.1%
Expenses	$41,094,619	$36,210,003	+0.1%
Net Income	$2,519,869	$3,662,473	-0.3%

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

$386,707

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURIE DE ARMOND	CHAIR	4.00	Officer Director	$0	$0	$0
HEATHER LOFTKIN WRIGHT	IMM. PAST CHAIR UNTIL 6/23	2.00	Officer Director	$0	$0	$0
MARC JOHNSON	SECRETARY UNTIL 6/23, DIRECTOR	2.00	Officer Director	$0	$0	$0
GARY LEVANTE	TREASURER	2.00	Officer Director	$0	$0	$0
CODY CHANDLER	DIRECTOR	2.00	Director	$0	$0	$0
GRACE CHUNG	DIRECTOR	2.00	Director	$0	$0	$0
TRACYE FUNN	DIRECTOR	2.00	Director	$0	$0	$0
WENDELL HALL	DIRECTOR	2.00	Director	$0	$0	$0
MARLY LEIGHTON	DIRECTOR UNTIL 6/23, SECRETARY	2.00	Officer Director	$0	$0	$0
REBECCA PILOT	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT SCHENKELBERG	DIRECTOR	2.00	Director	$0	$0	$0
SHANI WAUGH	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
LAYLA ZAIDDANE	DIRECTOR	2.00	Director	$0	$0	$0
IJ ADETOYE	DIRECTOR - AS OF 06/23	2.00	Director	$0	$0	$0
JAMES E STARR	PRESIDENT & CEO	36.50	Officer	$341,110	$36,252	$386,707
DAVID STATHIS	VP, IT	36.50	Highest	$140,450	$10,902	$155,200
SOOK SURAGIAT	CONTROLLER	36.50	Highest	$131,699	$14,285	$149,592
KIMBERLY H YOUNG	VP, BUSINESS DEVELOPMENT	36.50	Highest	$122,906	$25,213	$151,487
ROBYN NEAL	VP, CLIENT ENGAGEMENT	36.50	Highest	$104,960	$26,983	$134,819
LAVELLE DONNELLY	VP, FUND MGMT SOLUTIONS	36.50	Highest	$116,258	$9,967	$129,410

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	$43,614,488	$41,094,619	$24,928,604	$2,519,869
2022	$39,872,476	$36,210,003	$20,666,550	$3,662,473
2021	$37,274,660	$37,176,731	$19,664,098	$97,929
2020	$50,207,672	$43,349,026	$17,333,300	$6,858,646
2019	$28,690,750	$28,796,126	$11,214,204	$-105,376
2018	$26,404,042	$26,235,718	$9,061,896	$168,324