Richard Nixon Foundation

Nonprofit profile at a glance

EIN
521278303
IRS 990 coverage
2019–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024, Form 990-T 2024
Location
Yorba Linda, CA, US
Phone
714.993.5075
Rating
90
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$10,958,803
Expenses
$11,057,657
Assets
$74,791,209
Liabilities
$8,908,089

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

32 people listed

Executive titles in this filing

  • JAMES BYRON (PRESIDENT & CEO)
  • JAMISON PHELTS (SECRETARY & EXEC. ASST. TO CEO)

Highest reported compensation

  • JAMES BYRON (PRESIDENT & CEO): $365,345 total reported compensation
  • LAURA CURTIS (VP OF BUSINESS DEVELOPMENT): $220,911 total reported compensation
  • MAMTA DALAL (CHIEF FINANCIAL OFFICER): $220,088 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Carrying the legacy and vision of President Richard Nixon into the 21st century.

What it reported doing in 2024

Programming included free, community commemorations and celebrations that have become a staple in the southern California area; the nixon foundation hosted legacy-advancing content, such as the nixon national cancer conference, the nixon grand strategy summit, a conference bringing together some of our nation's finest minds to explore whether the united states was following a grand strategy in its pursuit of its international goal and community-oriented events, such as the annual september 11 commemoration, the pat nixon day of volunteer service, and the nixon foundation's annual presidents day, memorial day, independence day and veterans day commemorations.with the onset of the covid-19 pandemic, the richard nixon foundation embarked on a conquering covid campaign, working with local blood banks to host blood drives resulting in thousands of donated units of blood and saving lives. The campaign continues with blood drives added every month at the nixon library.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 97% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 92
  • Transparency & Controls: 88
  • Accountability: 95
  • Sustainability: 48
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 92%; rating input score 92
  • Fundraising efficiency: $14.22 raised per $1 spent on fundraising; rating input score 48; 48th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.8%; rating input score 94; 17th percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 97.3%; rating input score 97; 27th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 92%; rating input score 92; 24th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -0.9%; rating input score 27; 27th percentile among comparable filings
  • Total-asset coverage ratio: 6.76; rating input score 88; 88th percentile among comparable filings
  • Liabilities to assets ratio: 0.12; rating input score 70; 70th percentile among comparable filings
  • Officer compensation ratio: 14.2%; rating input score 10; 10th percentile among comparable filings

Growth

  • Program expense growth: 7.9% per year; rating input score 100; 61st percentile among comparable filings
  • Revenue growth: 13% per year; rating input score 100; 83rd percentile among comparable filings
  • Asset growth: 5.5% per year; rating input score 100; 39th percentile among comparable filings

Details

  • What they do: 3 programs and campaigns described on the official site
  • Where the money goes: 100% of revenue deployed · 92% of spending went to programs
  • Governance: 23 of 25 board members independent · 9 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $10.2M in reported program spending
  • Leadership: top reported pay $365K · 32 people listed · 5 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $1.4M reported
  • Consistency: 37 of 38 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 5 filing years from 2019 to 2024
  • Contacts: How to reach this organization
  • Money network: 11 filed money-flow records
  • Related organizations: 3 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 48/100.
  • High — Sustainability: Operating margin scored 27/100.
  • High — Sustainability: Officer compensation ratio scored 10/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.