Giving USA Foundation Inc (EIN 133284579) - 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

Phone

3122652907

Tax Period

2023-08-01 to 2024-07-31

Giving USA Foundation Inc is a small nonprofit in the Philanthropy & Grantmaking sector that reported $866K in total revenue in fiscal year 2023. Revenue fell 48% from the prior year — a significant decline worth monitoring. Expenses of $1.2M exceeded revenue, resulting in a 37% operating deficit.

Mission

To broaden public awareness of philanthropy.

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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 $445,267

Program Service Revenue $420,916

Investment Income $109

Other Revenue $0

TOTAL REVENUE $866,292

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,057,067

Other Expenses $1,190,608

TOTAL EXPENSES $1,190,608

Year-over-Year Comparison

	2023	2022	Change
Revenue	$866,292	$1,653,368	-0.5%
Expenses	$1,190,608	$1,498,733	-0.2%
Net Income	$-324,316	$154,635	-3.1%

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
Joshua Birkholz	Chair	1.00	Officer Director	$0	$0	$0
Wendy McGrady	Vice Chair	1.00	Officer Director	$0	$0	$0
Don Souhrada	Secretary/Treas	1.00	Officer Director	$0	$0	$0
Laura MacDonald	Imed Past Chair	1.00	Officer Director	$0	$0	$0
Brenda Asare	Director	1.00	Director	$0	$0	$0
Gregg Carlson	Director	1.00	Director	$0	$0	$0
Gabe Cooper	Director	1.00	Director	$0	$0	$0
Missy Gale	Director	1.00	Director	$0	$0	$0
Suzanne Hilser-Wiles	Director	1.00	Director	$0	$0	$0
Jennifer Jiles	Director	1.00	Director	$0	$0	$0
George Ruotolo	Director	1.00	Director	$0	$0	$0
Aly Sterling	Director	1.00	Director	$0	$0	$0
Bill Tedesco	Director	1.00	Director	$0	$0	$0
Michael Tomlinson	Director	1.00	Director	$0	$0	$0
Paul Koreen	Director	1.00	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
2025	No data	No data	No data	No data
2024	$866,292	$1,190,608	$1,127,628	$-324,316
2023	$1,653,368	$1,498,733	$1,615,308	$154,635
2022	$1,403,323	$1,082,171	$1,341,895	$321,152
2021	$1,414,481	$1,201,808	$1,159,683	$212,673
2020	$865,672	$803,007	$745,599	$62,665

Giving USA Foundation Inc