THE GEORGE AND BARBARA BUSH FOUNDATION (EIN 760345781) - 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

1991

Legal Domicile

Principal Officer

TERRI LACY

Phone

7132204200

Tax Period

2024-01-01 to 2024-12-31

THE GEORGE AND BARBARA BUSH FOUNDATION, founded in 1991, is a mid-sized nonprofit in the Education sector that reported $17.0M in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.1M, a strong 30% operating margin.

Mission

THE GEORGE & BARBARA BUSH FOUNDATION STRIVES TO PRESERVE THE HISTORIC LEGACIES OF PRESIDENT AND MRS. GEORGE H.W. BUSH.

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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 $13,240,116

Program Service Revenue $0

Investment Income $3,221,301

Other Revenue $531,624

TOTAL REVENUE $16,993,041

Expense Breakdown

Grants Paid $1,993,518

Salaries & Benefits $2,301,367

Fundraising Expenses $1,395,931

Program Expenses $6,524,541

Other Expenses $7,390,116

TOTAL EXPENSES $11,877,920

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,993,041	$12,779,004	+0.3%
Expenses	$11,877,920	$8,742,841	+0.4%
Net Income	$5,115,121	$4,036,163	+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

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

$616,584

Total Directors

$426,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEXANDER HAP ELLIS III	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES W CICCONI	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TERRI LACY	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JEAN BECKER	DIRECTOR	1.00	Director	$0	$0	$0
DOROTHY BUSH KOCH	DIRECTOR	1.00	Director	$0	$0	$0
MARVIN BUSH	DIRECTOR	1.00	Director	$0	$0	$0
NEIL BUSH	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT M GATES	DIRECTOR	1.00	Director	$0	$0	$0
SAM LEBLOND	DIRECTOR	1.00	Director	$0	$0	$0
FREDERICK D MCCLURE	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW H CARD JR	CEO/DIRECTOR BEGAN 01/2024	40.00	Officer Director	$400,000	$26,600	$426,600
MADISON HILLIN	CHIEF FINANCIAL OFFICER	40.00	Officer	$150,458	$39,526	$189,984
HUTTON HIGGINS	SR. DIR. COMM. & EXTERNAL RELATIONS	40.00	Highest	$161,074	$24,946	$186,020
STEPHANIE LINDER	SR. DIR. DEVELOPMENT	40.00	Highest	$149,866	$23,225	$173,091
SARAH FARRELL	DIR. EVENTS & PROGRAMMING	40.00	Highest	$118,023	$41,460	$159,483

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	$16,993,041	$11,877,920	$149,044,342	$5,115,121
2023	$12,779,004	$8,742,841	$131,167,015	$4,036,163
2022	$5,769,153	$6,849,425	$100,804,497	$-1,080,272
2021	$6,692,974	$6,143,318	$111,871,883	$549,656
2020	$5,161,062	$5,600,753	$96,952,102	$-439,691
2019	$11,835,895	$6,345,613	$89,031,265	$5,490,282

THE GEORGE AND BARBARA BUSH FOUNDATION