The Archie & Phebe Mae Givens Foundation (EIN 237338158) - 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

Formation Year

1973

Legal Domicile

Principal Officer

Herman Milligan Jr PhD

Phone

6122728491

Tax Period

2024-07-01 to 2025-06-30

The Archie & Phebe Mae Givens Foundation, founded in 1973, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $96K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $108K exceeded revenue, resulting in a 13% operating deficit.

Mission

The Givens Foundation is dedicated to enriching cultural understanding and learning through programs that advance and celebrate African American literature and writers.

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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 $95,180

Program Service Revenue $0

Investment Income $443

Other Revenue $0

TOTAL REVENUE $95,623

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $101,834

Other Expenses $107,919

TOTAL EXPENSES $107,919

Year-over-Year Comparison

	2024	2023	Change
Revenue	$95,623	$81,862	+0.2%
Expenses	$107,919	$102,729	+0.1%
Net Income	$-12,296	$-20,867	-0.4%

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
Charles Schafer	Secretary	1.00	Director	$0	$0	$0
Stanley Jackson	Vice Chair	1.00	Officer Director	$0	$0	$0
Jerry Wilson	Treasurer	1.00	Officer Director	$0	$0	$0
Roxanne Marie Givens	President	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	$95,623	$107,919	$61,538	$-12,296
2024	$81,862	$102,729	$73,834	$-20,867
2023	$114,633	$51,059	$99,830	$63,574
2022	$62,540	$72,684	$36,256	$-10,144
2021	$56,139	$29,057	$46,400	$27,082
2020	$25,688	$34,049	$19,318	$-8,361
2019	$53,337	$38,778	$44,879	$14,559

The Archie & Phebe Mae Givens Foundation