MUNGER TOLLES & OLSON FOUNDATION

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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

1982

Legal Domicile

Principal Officer

JENNIFER BRYANT

Phone

2136839100

Tax Period

2024-01-01 to 2024-12-31

MUNGER TOLLES & OLSON FOUNDATION, founded in 1982, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.3M in total revenue in fiscal year 2024. Revenue surged 131% from the prior year, signaling strong growth momentum. The organization ran a surplus of $920K, a strong 22% operating margin.

Mission

DONATIONS TO ORGANIZATIONS DESCRIBED IN SECTIONS 501(C)(3) AND 170(C) OF THE INTERNAL REVENUE CODE.

Program Service Accomplishments

Program 1

Expenses: $3,312,076

DONATIONS TO ORGANIZATIONS DESCRIBED IN SECTIONS 501(C)(3) AND 170(C) OF THE INTERNAL REVENUE CODE OF 1986 AS AMENDED.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,167,708

Program Service Revenue $0

Investment Income $86,278

Other Revenue $0

TOTAL REVENUE $4,253,986

Expense Breakdown

Grants Paid $3,312,076

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,312,076

Other Expenses $22,264

TOTAL EXPENSES $3,334,340

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,253,986	$1,839,229	+1.3%
Expenses	$3,334,340	$1,855,928	+0.8%
Net Income	$919,646	$-16,699	-56.1%

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
GINGER ANDERS	DIRECTOR	1.0	Director	$0	$0	$0
PETER DETRE	DIRECTOR (THROUGH 12/1/2024)	0.0	Director	$0	$0	$0
COLIN DEVINE	DIRECTOR (THROUGH 4/1/2024)	0.0	Director	$0	$0	$0
ALAN FRIEDMAN	DIRECTOR (THROUGH 4/1/2024)	0.0	Director	$0	$0	$0
DAVID FRY	DIRECTOR (THROUGH 4/1/2024)	0.0	Director	$0	$0	$0
ADAM LAWTON	DIRECTOR	1.0	Director	$0	$0	$0
RONALD OLSON	DIRECTOR	1.0	Director	$0	$0	$0
GLENN POMERANTZ	DIRECTOR	1.0	Director	$0	$0	$0
LAURA SMOLOWE	DIRECTOR	1.0	Director	$0	$0	$0
DON VERRILLI	DIRECTOR	1.0	Director	$0	$0	$0
MAX ROSEN	DIRECTOR	1.0	Director	$0	$0	$0
BRETT RODDA	CO-CHAIR (THROUGH 4/1/2024)	0.0	Director	$0	$0	$0
ALISON SIGURDSSON	DIRECTOR (THROUGH 4/1/2024)	0.0	Director	$0	$0	$0
BRAD BRIAN	DIRECTOR	1.0	Director	$0	$0	$0
PETER GRATZINGER	DIRECTOR	1.0	Director	$0	$0	$0
APRIL HU	DIRECTOR	1.0	Director	$0	$0	$0
JACOB KRIELKAMP	DIRECTOR	1.0	Director	$0	$0	$0
JOSEPH LEE	DIRECTOR	1.0	Director	$0	$0	$0
KURU OLASA	DIRECTOR	1.0	Director	$0	$0	$0
JUSTIN RAPHAEL	CO-CHAIR	3.0	Director	$0	$0	$0
KATHLEEN MCDOWELL	PRESIDENT (THROUGH 11/1/2024)	0.0	Officer	$0	$0	$0
JENNIFER BRYAN	PRESIDENT	3.0	Officer	$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	$4,253,986	$3,334,340	$3,383,660	$919,646
2023	$1,839,229	$1,855,928	$2,444,230	$-16,699
2022	$1,968,598	$1,670,885	$2,460,462	$297,713
2021	$2,176,853	$1,762,983	$2,184,507	$413,870
2020	$1,473,609	$1,836,360	$1,770,637	$-362,751
2019	$1,207,475	$1,256,515	$2,175,650	$-49,040
2018	$950,548	$1,330,297	$2,224,690	$-379,749