NATIONAL GIFT ANNUITY FOUNDATION (EIN 942833444) - 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

1981

Legal Domicile

Principal Officer

BRYAN CLONTZ

Phone

4043755496

Tax Period

2023-01-01 to 2023-12-31

NATIONAL GIFT ANNUITY FOUNDATION, founded in 1981, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $21.0M in total revenue in fiscal year 2023. Revenue surged 327% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20.3M, a strong 97% operating margin.

Mission

NGAF IS A NATIONAL GIFT ANNUITY PROGRAM ORGANIZED AND OPERATED EXCLUSIVELY AS A TYPE I SUPPORTING ORGANIZATION TO DECHOMAI FOUNDATION, INC., EIN 06-1676688.

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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 $20,974,405

Program Service Revenue $0

Investment Income $0

Other Revenue $22,491

TOTAL REVENUE $20,996,896

Expense Breakdown

Grants Paid $151,007

Salaries & Benefits $0

Fundraising Expenses $26,428

Program Expenses $151,007

Other Expenses $564,919

TOTAL EXPENSES $715,926

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,996,896	$4,912,030	+3.3%
Expenses	$715,926	$482,178	+0.5%
Net Income	$20,280,970	$4,429,852	+3.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG DYER	BOARD PRESIDENT	001.00	Officer Director	$0	$0	$0
STEVE VANSANDT	DIRECTOR	001.00	Director	$0	$0	$0
JOSEPH TOMBS	DIRECTOR	001.00	Director	$0	$0	$0
SHANNON COFIELD	DIRECTOR	001.00	Director	$0	$0	$0
ANNE JOSEY	DIRECTOR	001.00	Director	$0	$0	$0
BRYAN CLONTZ	PRESIDENT AND BOARD SECRETARY	005.00	Officer Director	$0	$0	$0
GARY SNERSON	VICE PRESIDENT	005.00	Officer Director	$0	$0	$0
RYAN RAFFIN	TREASURER	005.00	Officer 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	No data	No data	No data	No data
2023	$20,996,896	$715,926	$54,889,562	$20,280,970
2022	$4,912,030	$482,178	$34,434,947	$4,429,852
2021	$10,665,951	$346,573	$39,946,269	$10,319,378
2020	$3,711,319	$2,466,544	$29,236,901	$1,244,775

NATIONAL GIFT ANNUITY FOUNDATION