THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE Charity Report

Public IRS 990 nonprofit record

THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE

EIN 77-0054631 · Education (B110)

What they do

THE MISSION of THE RONALD REAGAN PRESIDENTIAL FOUNDATION and INSTITUTE: (SEE SCHEDULE O) THE MISSION of THE RONALD REAGAN PRESIDENTIAL FOUNDATION and INSTITUTE is to ADVANCE PRESIDENT REAGANS LEGACY and PRINCIPLES: INDIVIDUAL LIBERTY, ECONOMIC OPPORTUNITY, FREEDOM and DEMOCRACY, PEACE THROUGH STRENGTH, and NATIONAL PRIDE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $77.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders35 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

66.93%of revenue went to mission work77.9% of expenses · Program services

9.28%of revenue went to fundraising10.8% of expenses

$94.61spent for every $100 of revenueRevenue covered expenses this year.

9.74%of revenue went to management and office costs11.3% of expenses

$12.10in assets for every $1 spent this yearSome assets cannot be spent right away.

81.3%of its money came from giftsOther money may come from services or investments.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $659,257 for ROGER ZAKHEIM (DIRECTOR OF THE REAGAN INS). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$46,003,934

Mission workProgram services$30,792,24766.93% of revenue77.9% of expenses

ManagementOffice and general costs$4,480,3759.74% of revenue11.3% of expenses

FundraisingAsking for donations$4,271,1609.28% of revenue10.8% of expenses

Revenue left after expensesReported annual surplus$6,460,15214.04% of revenueShown in gray on the chart

Total expenses$39,543,78285.96% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 77.9% mission · 11.3% management · 10.8% fundraisingTotal expenses: 85.96% of revenue

2022Expense mix: 76.5% mission · 12.6% management · 10.9% fundraisingTotal expenses: 97.60% of revenue

2021Expense mix: 75.9% mission · 12.6% management · 11.5% fundraisingTotal expenses: 99.58% of revenue

2020Expense mix: 71.3% mission · 15.4% management · 13.3% fundraisingTotal expenses: 77.41% of revenue

2019Expense mix: 75.3% mission · 11.6% management · 13.1% fundraisingTotal expenses: 112.62% of revenue

2018Expense mix: 77.2% mission · 10.7% management · 12.1% fundraisingTotal expenses: 85.05% of revenue

2017Expense mix: 72.6% mission · 13.9% management · 13.5% fundraisingTotal expenses: 61.13% of revenue

2016Expense mix: 71.8% mission · 13.8% management · 14.5% fundraisingTotal expenses: 56.15% of revenue

Money in and money out

Revenue$41,798,193

Expenses$39,543,782

Annual surplus $2,254,411 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$30,792,247 · 77.9% of expenses

Management and office costs$4,480,375 · 11.3% of expenses

Fundraising$4,271,160 · 10.8% of expenses

See all reported dollar amounts

Revenue$41,798,193

Expenses$39,543,782

Assets$478,592,900

Income$49,085,043

Contributions$33,987,556

Mission work (program services)$30,792,247

Fundraising$4,271,160

Management and general$4,480,375

Executive compensation (total)$3,287,732

Accounting fees$86,075

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ROGER ZAKHEIMDIRECTOR OF THE REAGAN INS · 40 hrs/week $659,257Base $570,769 · Other $88,488

JOHN D HEUBUSCHEXECUTIVE DIRECTOR · 40 hrs/week $566,693Base $507,500 · Other $59,193

TRULIO DAVID VPRESIDENT AND CHIEF EXECUT · 40 hrs/week $512,257Base $489,840 · Other $22,417

KEEGAN MICHELLE POWERSCHIEF DEVELOPMENT OFFICER · 40 hrs/week $343,834Base $286,731 · Other $57,103

COCHRAN ROBERT ADIRECTOR OF DEVELOPMENT - · 40 hrs/week $340,190Base $300,846 · Other $39,344

JOANNE M DRAKECHIEF ADMINISTRATIVE OFFIC · 40 hrs/week $310,486Base $250,532 · Other $59,954

GILLER MELISSA MICHELLECHIEF MARKETING OFFICER · 40 hrs/week $301,634Base $239,407 · Other $62,227

FITZPATRICK MARK ECHIEF DIGITAL STRATEGY OFF · 40 hrs/week $264,522Base $218,495 · Other $46,027

KARUNARATNE PRIYANTHICHIEF FINANCIAL OFFICER · 40 hrs/week $262,494Base $216,538 · Other $45,956

TRAN JANET CASSOCIATE DIRECTOR OF EDUC · 40 hrs/week $227,139Base $193,098 · Other $34,041

HEIST-LEVINE DUSTINDIRECTOR OF MAJOR GIFTS · 40 hrs/week $223,846Base $174,613 · Other $49,233

HOFF RACHEL MPOLICY DIRECTOR - WASHINGT · 40 hrs/week $221,661Base $197,309 · Other $24,352

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (35)

ROGER ZAKHEIMDIRECTOR OF THE REAGAN INS

JOHN D HEUBUSCHEXECUTIVE DIRECTOR

TRULIO DAVID VPRESIDENT AND CHIEF EXECUT

KEEGAN MICHELLE POWERSCHIEF DEVELOPMENT OFFICER

COCHRAN ROBERT ADIRECTOR OF DEVELOPMENT -

JOANNE M DRAKECHIEF ADMINISTRATIVE OFFIC

GILLER MELISSA MICHELLECHIEF MARKETING OFFICER

FITZPATRICK MARK ECHIEF DIGITAL STRATEGY OFF

KARUNARATNE PRIYANTHICHIEF FINANCIAL OFFICER

TRAN JANET CASSOCIATE DIRECTOR OF EDUC

HEIST-LEVINE DUSTINDIRECTOR OF MAJOR GIFTS

HOFF RACHEL MPOLICY DIRECTOR - WASHINGT

JAVIER III ALMARIO DSENIOR DATA ARCHITECT & SY

ROSEN KATHARINE FLETCHERDIRECTOR OF DEVELOPMENT -

MICHAEL P CASTINETRUSTEE

ANDREW J LITTLEFAIRTRUSTEE

THEODORE B OLSONTRUSTEE

SUSAN R MCCAWTRUSTEE

STEVE FORBESTRUSTEE

BEN C SUTTON JRTREASURER

ROBERT H TUTTLETRUSTEE

RICK J CARUSOTRUSTEE

PETE WILSONTRUSTEE

PEGGY NOONANTRUSTEE

PAUL RYANTRUSTEE

GERALD L PARSKYTRUSTEE

LACHLAN MURDOCHTRUSTEE

CONDOLEEZZA RICETRUSTEE

CATHERINE G BUSCHSECRETARY

JOHN F W ROGERSTRUSTEE

BRADFORD M FREEMANTRUSTEE

JOE LONSDALETRUSTEE

ELAINE L CHAOTRUSTEE

JIM PATTISONTRUSTEE

FREDERICK J RYAN JRCHAIRMAN

About this charity

Recognized since: January 1985
Location: 40 PRESIDENTIAL DRIVE 200, SIMI VALLEY, CA 93065-0600
County: Ventura
In care of: PREE KARUNARATNE
Primary officer: PREE KARUNARATNE, CHIEF FIN. OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(805) 522-2977

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: ROSE SNYDER & JACOBS LLP
NTEE classification: Education (B110)
IRS tax category: Other Grantmaking and Giving Services