Stifel Charitable Inc

EIN: 842049692 501(c)(3) Philanthropy & Grantmaking

ST LOUIS, MO

Total Revenue
$340,456,080
Total Expenses
$59,492,056
Total Assets
$508,828,251
Net Assets
$507,945,172
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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
2019
Legal Domicile
DE
Phone
3143424422
Tax Period
2024-01-01 to 2024-12-31

Stifel Charitable Inc, founded in 2019, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $340.5M in total revenue in fiscal year 2024. Revenue surged 331% from the prior year, signaling strong growth momentum. The organization ran a surplus of $281.0M, a strong 83% operating margin.

Mission

THE CHARITABLE MISSION OF STIFEL CHARITABLE INC. IS TO ENCOURAGE AND PROMOTE PHILANTHROPY AND CHARITABLE GIVING ACROSS THE UNITED STATES FOR THE BETTERMENT OF ALL ITS INHABITANTS, BY RECEIVING CHARITABLE CONTRIBUTIONS, BY PROVIDING SUPPORT AND ASSISTANCE TO ENCOURAGE CHARITABLE GIVING, AND BY MAKING GRANTS TO OTHER PUBLIC CHARITIES AND EDUCATIONAL INSTITUTIONS FOR CHARITABLE PURPOSES.

Program Service Accomplishments

Program 1
Expenses: $54,420,221

STIFEL CHARITABLE DISTRIBUTED OVER $54 MILLION IN GRANTS TO OVER 4,000 ORGANIZATIONS FULFILLNG OUR MISSION OF PROVIDING FINANCIAL SUPPORT TO A DIVERSE ARRAY OF CAUSES

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $301,973,480
Program Service Revenue $0
Investment Income $38,482,600
Other Revenue $0
TOTAL REVENUE $340,456,080

Expense Breakdown

Grants Paid $54,420,221
Salaries & Benefits $572,014
Fundraising Expenses $0
Program Expenses $54,420,221
Other Expenses $4,499,821
TOTAL EXPENSES $59,492,056

Year-over-Year Comparison

2024 2023 Change
Revenue $340,456,080 $79,001,787 +3.3%
Expenses $59,492,056 $35,503,887 +0.7%
Net Income $280,964,024 $43,497,900 +5.5%
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

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Governance

Voting Members
6
Independent Members
5
Employees
N/A
Volunteers
5

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
$182,339
Total Directors
8
$182,339
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DONNA FREDERICK EXECUTIVE DIRECTOR 40.0
Officer Director
$141,780 $40,559 $182,339
SUSAN POTTHAST PRESIDENT 0.5
Officer Director
$0 $0 $0
CHRIS REICHERT BOARD OF DIRECTOR'S MEMBER-START 12/2024 0.2
Director
$0 $0 $0
DAN GUIRL BOARD OF DIRECTOR'S MEMBER-END 12/2024 0.2
Director
$0 $0 $0
JAMES ZEMLYAK BOARD OF DIRECTOR'S MEMBER-START 12/2024 0.2
Director
$0 $0 $0
JOHN DUBINSKY BOARD OF DIRECTOR'S MEMBER-END 12/2024 0.2
Director
$0 $0 $0
KURT LONGWORTH BOARD OF DIRECTOR'S MEMBER 0.2
Director
$0 $0 $0
SCOTT DOLAN BOARD OF DIRECTOR'S MEMBER 0.2
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 $340,456,080 $59,492,056 $508,828,251 $280,964,024
2023 $79,001,787 $35,503,887 $224,585,917 $43,497,900
2022 $77,553,631 $26,399,852 $159,938,154 $51,153,779
2021 $94,589,551 $16,444,607 $132,307,100 $78,144,944
2020 $49,361,142 $4,132,811 $52,188,657 $45,228,331
2019 $4,827,941 $246,744 $4,779,796 $4,581,197
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