The Pew Charitable Trusts (EIN 562307147) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Phone

2025522000

Tax Period

2024-07-01 to 2025-06-30

The Pew Charitable Trusts, founded in 2002, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $468.0M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $75.9M, a strong 16% operating margin.

Mission

Improving public policy, informing the public, and invigorating civic life.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $381,215,334

Program Service Revenue $76,678

Investment Income $85,676,610

Other Revenue $1,002,602

TOTAL REVENUE $467,971,224

Expense Breakdown

Grants Paid $159,837,945

Salaries & Benefits $159,538,052

Fundraising Expenses $7,016,094

Program Expenses $343,585,156

Other Expenses $72,655,461

TOTAL EXPENSES $392,066,052

Year-over-Year Comparison

	2024	2023	Change
Revenue	$467,971,224	$408,893,947	+0.1%
Expenses	$392,066,052	$380,100,942	+0.0%
Net Income	$75,905,172	$28,793,005	+1.6%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

901

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

$2,969,122

Total Directors

$1,286,231

Key Employees

$1,273,675

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christopher Jones	Director and Board Chair	3.0	Officer Director	$0	$0	$0
Susan K Urahn	President and CEO	49.0	Officer Director	$1,234,510	$51,721	$1,286,231
Clayton Rose PhD	Director (start 7/2024)	3.0	Director	$0	$0	$0
David Williams	Director (start 7/2024)	3.0	Director	$0	$0	$0
Diana Farrell	Director (start 4/2025)	3.0	Director	$0	$0	$0
Henry P Becton Jr	Director	3.0	Director	$0	$0	$0
J Howard Pew II	Director	3.0	Director	$0	$0	$0
Joseph N Pew V	Director	3.0	Director	$0	$0	$0
Mary Catharine Pew MD	Director	3.0	Director	$0	$0	$0
Raynard Kington MD	Director	3.0	Director	$0	$0	$0
Robert H Campbell	Director	3.0	Director	$0	$0	$0
Sandy Ford Pew	Director	3.0	Director	$0	$0	$0
Susan W Catherwood	Director (End 9/2024)	3.0	Director	$0	$0	$0
Willa Seldon	Director	3.0	Director	$0	$0	$0
R James G McMillan	SVP, General Counsel and Corporate Secretary	48.0	Officer	$580,015	$71,757	$651,772
Ralph R Leslie	EVP, COO and CFO	49.5	Officer	$608,653	$53,873	$662,526
Sarah Senno	VP, Finance and Treasurer	49.5	Officer	$297,689	$70,904	$368,593
Melissa Skolfield	EVP, External Affairs	49.5	Key Emp	$564,154	$70,009	$634,163
Michael Caudell-Feagan	EVP, Chief Program Officer	50.0	Key Emp	$591,754	$47,758	$639,512
Joel Wiginton	SVP, Government Relations	50.0	Highest	$371,295	$69,451	$440,746
Kil Huh	SVP, Government Performance	50.0	Highest	$358,550	$76,607	$435,157
Lester Baxter	SVP, Strategy	50.0	Highest	$360,768	$76,828	$437,596
Priya Bery	SVP, Partnerships	49.0	Highest	$464,442	$77,515	$541,957
Thomas Dillon	SVP, Environment	50.0	Highest	$476,645	$83,945	$560,590

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	$467,971,224	$392,066,052	$1,463,583,948	$75,905,172
2024	$408,893,947	$380,100,942	$1,350,161,416	$28,793,005
2023	$415,231,323	$361,371,516	$1,291,194,460	$53,859,807
2022	$341,410,426	$376,487,152	$1,234,434,483	$-35,076,726
2021	$343,505,223	$347,830,439	$1,399,134,993	$-4,325,216
2020	$346,765,756	$351,552,064	$1,299,222,104	$-4,786,308
2019	$355,688,959	$343,642,823	$1,296,392,214	$12,046,136
2018	$337,873,774	$366,751,233	$1,260,502,217	$-28,877,459

The Pew Charitable Trusts