Multilateral Endowment Management … - Form 990 Financial Data

🔒

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

2019

Legal Domicile

Principal Officer

Ashley Roche

Phone

4057147827

Tax Period

2024-07-01 to 2025-06-30

Multilateral Endowment Management Company, founded in 2019, is a community nonprofit in the Education sector that reported $4.9M in total revenue in fiscal year 2024.

Mission

To provide best-in-class investment management services, at below market cost, with unparalleled client alignment and transparency.

Program Service Accomplishments

Program 1

Expenses: $4,290,555 Revenue: $4,853,008

Multilateral Endowment Management Company (MEMCO) is an investment management company dedicated solely to providing investment advisory services to the Oklahoma State University Foundation (OSU...

Multilateral Endowment Management Company (MEMCO) is an investment management company dedicated solely to providing investment advisory services to the Oklahoma State University Foundation (OSU Foundation), the Foundation for the McKnight Center for the Performing Arts (McKnight Center), the Office of the Utah State Treasurer (Utah Treasurer), affiliated nonprofits, and nonaffiliated charitable endowments and foundations. MEMCO has delivered strong risk-adjusted returns to its not-for-profit supported organizations at below market cost. All expenses of the Organization are fully reimbursed in the form of management fees and other expenses from its supported organizations. The sole purpose of the Organization is to provide investment management and related services to qualifying public charities.

🔒

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 $0

Program Service Revenue $4,853,008

Investment Income $66,415

Other Revenue $0

TOTAL REVENUE $4,919,423

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,123,430

Fundraising Expenses $0

Program Expenses $4,290,555

Other Expenses $795,993

TOTAL EXPENSES $4,919,423

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,919,423	$4,663,422	+0.1%
Expenses	$4,919,423	$4,663,422	+0.1%
Net Income	$0	$0	N/A

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

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

$1,900,133

Total Directors

$851,523

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bryan Begley	Chairman of the Board of Directors	1.00	Officer Director	$0	$0	$0
Brad Williams	Board member	1.00	Director	$0	$0	$0
Jay Wiese	Board member	1.00	Director	$0	$0	$0
Mark Allen	Board member	1.00	Director	$0	$0	$0
Carl Thoma	Board member	1.00	Director	$0	$0	$0
Kimberly Summe	Board member	1.00	Director	$0	$0	$0
Scott Sewell	Board member (Until Feb 2025)	1.00	Director	$0	$0	$0
Jerry Winchester	Board member	1.00	Director	$0	$0	$0
Pat Cobb	Board member	1.00	Director	$0	$0	$0
Blaire Atkinson	Board member	1.00	Director	$0	$68,980	$563,250
Lyndon Taylor	Board member (Beg Feb 2025)	1.00	Director	$0	$0	$0
Kirt Slaugh	Board member (Beg Oct 2024)	1.00	Director	$0	$73,743	$288,273
Ashley Roche	COO & General Counsel/Secretary	60.00	Officer	$875,613	$73,824	$949,437
Ryan Harms	CIO	60.00	Officer	$877,531	$73,165	$950,696
Sarah Rasbold	Director of Investment	50.00	Highest	$319,975	$53,856	$373,831
Jacob Ishee	Investment Officer	40.00	Highest	$170,520	$34,085	$204,605
Kinsey Wyatt	Associate Director of ODD	50.00	Highest	$147,990	$18,000	$165,990
Cooper Davis	Associate Director of ODD	50.00	Highest	$173,114	$35,874	$208,988
Justin Young	Director of Investment	50.00	Highest	$256,956	$33,899	$290,855

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	$4,919,423	$4,919,423	$3,389,914	No data
2024	$4,663,422	$4,663,422	$2,495,918	No data
2023	$2,384,009	$2,802,964	$1,965,713	$-418,955
2022	$2,778,946	$2,359,991	$2,274,497	$418,955
2021	$2,430,214	$2,430,214	$918,741	No data
2020	$1,852,609	$1,852,609	$1,341,436	No data

Multilateral Endowment Management Company