Annie E Casey Foundation is a 501(c)(3) organization based in Baltimore, Maryland, registered in 1996, with $164,059,965 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$164.1M
▲ 33.7% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$182.8M
Net assets
$2.3B
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Annie E Casey Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Annie E Casey Foundation: 149 mo reserves · -11% margin earns a C+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Annie E Casey Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Annie E Casey Foundation: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue declined from $222.8M (FY2013) to $164.1M (FY2024) across 11 reported years.
Financial snapshot
Operating margin
-11.4%
Spent more than it raised in the latest fiscal year.
Total assets
$2.3B
Total liabilities
$20.0M
Net assets
$2.3B
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $164,059,965▲33.7% | $182,832,547▲6.0% | $2,267,155,548▼0.8% | $2,287,152,244▼2.0% | 990PF |
| 2023 | $122,731,148▼43.9% | $172,519,951▲5.1% | $2,285,781,186▼2.1% | $2,333,832,936▼3.2% | 990PF |
| 2022 | $218,584,126▼37.9% | $164,121,791▲5.6% | $2,335,569,989▲2.4% | $2,411,148,510▲3.7% | 990PF |
| 2021 | $352,002,929▲19.4% | $155,368,902▼7.6% | $2,281,107,654▲9.4% | $2,325,700,108▲9.2% | 990PF |
| 2020 | $294,835,382▲82.1% | $168,113,774▼1.7% | $2,084,473,627▲6.5% | $2,129,727,813▲6.3% | 990PF |
| 2019 | $161,952,938▼1.6% | $170,992,095▼5.1% | $1,957,752,019▼1.8% | $2,002,659,666▼1.5% | 990PF |
| 2017 | $164,513,652▼13.4% | $180,243,572▼0.1% | $1,993,866,979▼0.7% | $2,033,875,235▲0.9% | 990PF |
| 2016 | $190,013,408▲19.1% | $180,479,435▼13.5% | $2,007,409,724▲0.5% | $2,016,428,119▲0.8% | 990PF |
| 2015 | $159,583,516▼40.1% | $208,727,421▲8.9% | $1,997,871,882▼2.4% | $2,000,883,136▼9.5% | 990PF |
| 2014 | $266,526,792▲19.6% | $191,695,551▲0.5% | $2,047,015,787▲3.8% | $2,210,243,181▲3.5% | 990PF |
| 2013 | $222,787,889 | $190,782,533▼15.3% | $1,972,184,546▲1.6% | $2,134,950,138▲1.5% | 990PF |
| 2012 | — | $225,156,850▲8.4% | $1,940,179,190▼3.6% | $2,103,864,810▼5.4% | 990PF |
| 2011 | — | $207,734,540▲0.3% | $2,011,788,529▲2.4% | $2,222,856,570▲4.5% | 990PF |
| 2010 | — | $207,053,322 | $1,965,182,302 | $2,128,076,475 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Highest-paid: Lisa M Lawson — $914,246 (0.50% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Lisa M Lawson | Trustee, President, Assistant Secretary & Assistant Treasurer | 50 | $914,246 |
| Alexander Perry | Vice President & Chief Investment Officer | 50 | $851,856 |
| John Kim | Vice President & Chief Administrative Officer | 50 | $527,515 |
| Thomasina Hiers | Manager, President/treasurer (352 University Avenue Associates LLC) | 3 | $437,462 |
| Katherine Tetrault | Vice President, Finance & Grants Management | 50 | $433,660 |
| Kimberley Brown | Vice President, Human Resources | 50 | $352,730 |
| Diana M Bonta | Trustee | 1.5 | $35,000 |
| Dr David Nichols | Trustee | 1 | $35,000 |
| Gabriella E Morris | Trustee | 1 | $35,000 |
| Sam J Zamarripa | Trustee | 2 | $35,000 |
| Steve Bullock | Trustee | 1.5 | $35,000 |
| Chantell Glenn | Manager, Secretary (352 University Avenue Associates LLC) | 3 | — |
| David Abney | Trustee | 2 | — |
| D Scott Davis | Trustee, Vice Chair, Treasurer | 2 | — |
| James F Winestock | Trustee, Secretary | 1.5 | — |
| Kara Cooper | Manager (352 University Avenue Associates LLC) | 3 | — |
| Kweku Forstall | Manager, Vice President (352 University Avenue Associates LLC) | 3 | — |
| Maurice Agresta | Trustee | 1.5 | — |
| Michael L Eskew | Trustee, Chairperson | 2.5 | — |
| Norman Brothers | Trustee (elected June 2024) | 1 | — |
2 grants to Annie E Casey Foundation totaling $106K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Baltimore Community Foundation Inc | General support and various projects | 2016 | $79,140 |
| The Community Foundation For Greater Atlanta Inc | Multiple grants | 2015 | $26,420 |
Explore more
Data for Annie E Casey Foundation (EIN 52-1951681) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.