THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE (EIN 770054631) - 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

1985

Legal Domicile

Principal Officer

JOHN HEUBUSCH

Phone

8055222977

Tax Period

2023-10-01 to 2024-09-30

THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE, founded in 1985, is a mid-sized nonprofit in the Education sector that reported $46.0M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $39.5M left a modest 14% surplus.

Mission

THE MISSION OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE: (SEE SCHEDULE O) THE MISSION OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE IS TO ADVANCE PRESIDENT REAGAN'S LEGACY AND PRINCIPLES: INDIVIDUAL LIBERTY, ECONOMIC OPPORTUNITY, FREEDOM AND DEMOCRACY, PEACE THROUGH STRENGTH, AND NATIONAL PRIDE.

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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 $33,987,556

Program Service Revenue $4,761,176

Investment Income $4,233,624

Other Revenue $3,021,578

TOTAL REVENUE $46,003,934

Expense Breakdown

Grants Paid $353,775

Salaries & Benefits $11,995,471

Fundraising Expenses $4,271,160

Program Expenses $30,792,247

Other Expenses $27,022,671

TOTAL EXPENSES $39,543,782

Year-over-Year Comparison

	2023	2022	Change
Revenue	$46,003,934	$37,037,340	+0.2%
Expenses	$39,543,782	$36,149,586	+0.1%
Net Income	$6,460,152	$887,754	+6.3%

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

183

Volunteers

N/A

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

$2,046,128

Total Directors

Key Employees

$604,712

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROGER ZAKHEIM	DIRECTOR OF THE REAGAN INS	40.00	Officer	$570,769	$88,488	$659,257
JOHN D HEUBUSCH	EXECUTIVE DIRECTOR	40.00		$507,500	$59,193	$566,693
TRULIO DAVID V	PRESIDENT AND CHIEF EXECUT	40.00	Officer	$489,840	$22,417	$512,257
COCHRAN ROBERT A	DIRECTOR OF DEVELOPMENT -	40.00	Key Emp	$300,846	$39,344	$340,190
KEEGAN MICHELLE POWERS	CHIEF DEVELOPMENT OFFICER	40.00		$286,731	$57,103	$343,834
JOANNE M DRAKE	CHIEF ADMINISTRATIVE OFFIC	40.00	Officer	$250,532	$59,954	$310,486
GILLER MELISSA MICHELLE	CHIEF MARKETING OFFICER	40.00	Officer	$239,407	$62,227	$301,634
FITZPATRICK MARK E	CHIEF DIGITAL STRATEGY OFF	40.00	Key Emp	$218,495	$46,027	$264,522
KARUNARATNE PRIYANTHI	CHIEF FINANCIAL OFFICER	40.00	Officer	$216,538	$45,956	$262,494
HOFF RACHEL M	POLICY DIRECTOR - WASHINGT	40.00	Highest	$197,309	$24,352	$221,661
TRAN JANET C	ASSOCIATE DIRECTOR OF EDUC	40.00	Highest	$193,098	$34,041	$227,139
HEIST-LEVINE DUSTIN	DIRECTOR OF MAJOR GIFTS	40.00	Highest	$174,613	$49,233	$223,846
ROSEN KATHARINE FLETCHER	DIRECTOR OF DEVELOPMENT -	40.00	Highest	$168,854	$30,352	$199,206
JAVIER III ALMARIO D	SENIOR DATA ARCHITECT & SY	40.00	Highest	$164,563	$39,621	$204,184
FREDERICK J RYAN JR	CHAIRMAN	1.00	Director	$0	$0	$0
CATHERINE G BUSCH	SECRETARY	1.00	Director	$0	$0	$0
RICK J CARUSO	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL P CASTINE	TRUSTEE	1.00	Director	$0	$0	$0
ELAINE L CHAO	TRUSTEE	1.00	Director	$0	$0	$0
STEVE FORBES	TRUSTEE	1.00	Director	$0	$0	$0
BRADFORD M FREEMAN	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW J LITTLEFAIR	TRUSTEE	1.00	Director	$0	$0	$0
JOE LONSDALE	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN R MCCAW	TRUSTEE	1.00	Director	$0	$0	$0
LACHLAN MURDOCH	TRUSTEE	1.00	Director	$0	$0	$0
PEGGY NOONAN	TRUSTEE	1.00	Director	$0	$0	$0
THEODORE B OLSON	TRUSTEE	1.00	Director	$0	$0	$0
GERALD L PARSKY	TRUSTEE	1.00	Director	$0	$0	$0
JIM PATTISON	TRUSTEE	1.00	Director	$0	$0	$0
CONDOLEEZZA RICE	TRUSTEE	1.00	Director	$0	$0	$0
JOHN F W ROGERS	TRUSTEE	1.00	Director	$0	$0	$0
PAUL RYAN	TRUSTEE	1.00	Director	$0	$0	$0
BEN C SUTTON JR	TREASURER	1.00	Director	$0	$0	$0
ROBERT H TUTTLE	TRUSTEE	1.00	Director	$0	$0	$0
PETE WILSON	TRUSTEE	1.00	Director	$0	$0	$0

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	$46,003,934	$39,543,782	$455,154,567	$6,460,152
2023	$37,037,340	$36,149,586	$411,922,927	$887,754
2022	$31,825,299	$31,690,466	$386,530,675	$134,833
2021	$30,444,586	$23,567,753	$422,325,445	$6,876,833
2020	$23,208,280	$26,137,754	$376,200,829	$-2,929,474
2019	$34,329,943	$29,197,253	$373,772,386	$5,132,690
2018	$40,883,341	$24,993,212	$363,007,743	$15,890,129

THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE