ACLU of Washington Endowment Fund (EIN 911272364) - 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

1983

Legal Domicile

Principal Officer

Tana Lin

Tax Period

2018-04-01 to 2019-03-31

ACLU of Washington Endowment Fund, founded in 1983, is a small nonprofit that reported $669K in total revenue in fiscal year 2018. Revenue surged 159% from the prior year, signaling strong growth momentum. Expenses of $11.3M exceeded revenue, resulting in a 1592% operating deficit.

Mission

TO PROTECT AND EXTEND CIVIL LIBERTIES AND CIVIL RIGHTS BY SUPPORTING THE ACLU-WA FOUNDATION.

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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 (2018)

Revenue Breakdown

Contributions & Grants $9,344

Program Service Revenue $0

Investment Income $659,803

Other Revenue $0

TOTAL REVENUE $669,147

Expense Breakdown

Grants Paid $11,221,626

Salaries & Benefits $7,027

Fundraising Expenses $0

Program Expenses $11,226,298

Other Expenses $90,085

TOTAL EXPENSES $11,318,738

Year-over-Year Comparison

	2018	2017	Change
Revenue	$669,147	$258,524	+1.6%
Expenses	$11,318,738	$588,876	+18.2%
Net Income	$-10,649,591	$-330,352	+31.2%

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

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

$506,083

Total Directors

Key Employees

$454,850

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Whedbee	National Board Rep	0.10	Director	$0	$0	$0
Jesse Wing	Director	0.10	Director	$0	$0	$0
Sherri Nichols	Director	0.10	Director	$0	$0	$0
Dan Shih	SecretaryTreasurer	0.10	Officer Director	$0	$0	$0
Hank Balson	Vice President	0.10	Officer Director	$0	$0	$0
Jean Robinson	President Thru 1218	0.10	Officer Director	$0	$0	$0
Tana Lin	President From 0119	0.10	Officer Director	$0	$0	$0
Shareef Abduhr-Rahmaan	Finance Director	2.50	Officer	$8,909	$18,322	$116,323
Kathleen Taylor	Executive Director Thru 011	0.00	Officer	$0	$34,636	$244,412
Michele Storms	Executive Director From 021	0.00	Officer	$0	$33,623	$145,348
Emily Chiang	Legal Director	0.00	Key Emp	$0	$24,037	$148,539
Mary Gagliardi	Development Director	0.00	Key Emp	$0	$26,991	$159,509
Alison Holcomb	Political Director	0.00	Key Emp	$0	$21,033	$146,802

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
2019	$669,147	$11,318,738	No data	$-10,649,591

ACLU of Washington Endowment Fund