AMG CHARITABLE GIFT FOUNDATION (EIN 841260437) - 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

1995

Legal Domicile

Principal Officer

EARL L WRIGHT

Phone

3036942190

Tax Period

2023-01-01 to 2023-12-31

AMG CHARITABLE GIFT FOUNDATION, founded in 1995, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $15.0M in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $14.2M left a modest 6% surplus.

Mission

CHARITABLE PURPOSE WITHIN THE MEANING OF SECTION 501(C)(3)

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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 $11,650,659

Program Service Revenue $0

Investment Income $3,390,557

Other Revenue $5,320

TOTAL REVENUE $15,046,536

Expense Breakdown

Grants Paid $13,445,798

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,167,005

Other Expenses $721,207

TOTAL EXPENSES $14,167,005

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,046,536	$18,897,771	-0.2%
Expenses	$14,167,005	$12,439,648	+0.1%
Net Income	$879,531	$6,458,123	-0.9%

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

N/A

Employees

N/A

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

$649,154

Total Directors

$649,154

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EARL L WRIGHT	PRESIDENT	1.00	Officer Director	$0	$31,500	$264,902
MICHAEL D BERGMANN	VP/SECRETARY	1.00	Officer Director	$0	$40,046	$384,252

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	$15,046,536	$14,167,005	$129,534,512	$879,531
2022	$18,897,771	$12,439,648	$118,365,062	$6,458,123
2022	$19,197,719	$12,299,648	$118,665,010	$6,898,071
2021	$31,189,759	$15,299,896	$149,608,626	$15,889,863
2020	$21,912,675	$12,635,332	$133,078,869	$9,277,343
2019	$33,849,314	$13,907,450	$120,959,621	$19,941,864
2018	$20,371,602	$13,179,346	$85,060,349	$7,192,256

AMG CHARITABLE GIFT FOUNDATION