Native Americans in Philanthropy (EIN 561849598) - 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

1994

Legal Domicile

Principal Officer

Erik Stegman

Phone

2029910468

Tax Period

2024-07-01 to 2025-06-30

Native Americans in Philanthropy, founded in 1994, is a mid-sized nonprofit in the Civil Rights & Advocacy sector that reported $14.0M in total revenue in fiscal year 2024. The organization ran a surplus of $2.4M, a strong 17% operating margin.

Mission

Native Americans in Philanthropy advocates, educates, convenes and innovates to dramatically increase philanthropic investments in Native communities and transform the philanthropic sector's relationship with Indigenous communities.

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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 $12,893,744

Program Service Revenue $975,300

Investment Income $172,556

Other Revenue $0

TOTAL REVENUE $14,041,600

Expense Breakdown

Grants Paid $4,439,729

Salaries & Benefits $3,340,514

Fundraising Expenses $665,368

Program Expenses $8,542,686

Other Expenses $3,894,008

TOTAL EXPENSES $11,674,251

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,041,600	$13,762,037	+0.0%
Expenses	$11,674,251	$9,233,562	+0.3%
Net Income	$2,367,349	$4,528,475	-0.5%

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

$741,976

Total Directors

$279,522

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Erik Stegman	Chief Executive Officer/Secretary	40.00	Officer Director	$252,083	$27,439	$279,522
Eileen Briggs	Chair	1.00	Officer Director	$0	$0	$0
Tashina Banks Rama	Vice Chair	1.00	Officer Director	$0	$0	$0
Emily Edenshaw	Treasurer	1.00	Officer Director	$0	$0	$0
Tony Johnson	Director	1.00	Director	$0	$0	$0
Cynthia Mueller	Director	1.00	Director	$0	$0	$0
Michael Painter	Director	1.00	Director	$0	$0	$0
Theresa Sheldon	Director	1.00	Director	$0	$0	$0
Zeke Smith	Director	1.00	Director	$0	$0	$0
Jennifer Vickers	Director	1.00	Director	$0	$0	$0
Matt Morton	Director (term ended 11/24/24)	1.00	Director	$0	$0	$0
Vicky Stott	Director (term ended 11/24/24)	1.00	Director	$0	$0	$0
Carly Bad Heart Bull	Director (term ended 11/24/24)	1.00	Director	$0	$0	$0
Jeanette Ziegler	Chief Operating Officer	40.00	Officer	$228,333	$23,134	$251,467
Brittany Schulman	Senior Vice President of Programs	40.00	Officer	$174,958	$36,029	$210,987
Joel Tumyeptseyo Moffett	Vice President of Tribal Nations Engagement	40.00	Highest	$132,591	$20,776	$153,367
Roseanne Maria David	Chief of Staff to the CEO	40.00	Highest	$122,823	$21,328	$144,151
Estakio H Beltran	Partnership Advisor	40.00	Highest	$120,000	$27,355	$147,355
Kelsey Derek Woody	Director of Membership & Indigenous Leadership	40.00	Highest	$119,510	$26,016	$145,526
Toni A Sanchez	Director of Communications	40.00	Highest	$110,000	$9,375	$119,375

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	$14,041,600	$11,674,251	$21,404,578	$2,367,349
2024	$13,762,037	$9,233,562	$19,024,417	$4,528,475
2023	$13,666,990	$8,080,261	$14,738,132	$5,586,729
2022	$8,285,064	$3,765,517	$9,060,528	$4,519,547
2021	$2,905,015	$1,525,334	$3,744,268	$1,379,681
2020	$2,109,796	$1,547,366	$2,340,953	$562,430
2019	$1,751,938	$1,813,790	$1,855,995	$-61,852
2018	$1,403,120	$1,554,795	$1,651,607	$-151,675

Native Americans in Philanthropy