GENERATION SERVE (EIN 270452295) - 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

2009

Legal Domicile

Principal Officer

EXECUTIVE DIRECTOR

Phone

5123586943

Tax Period

2023-01-01 to 2023-12-31

GENERATION SERVE, founded in 2009, is a small nonprofit in the Education sector that reported $485K in total revenue in fiscal year 2023.

Mission

TO ENGAGE CHILDREN IN VOLUNTEERISM AND EMPOWER THEM TO MAKE A DIFFERENCE IN THEIR COMMUNITIES.

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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 $513,861

Program Service Revenue $7,414

Investment Income $3,787

Other Revenue $-40,230

TOTAL REVENUE $484,832

Expense Breakdown

Grants Paid $0

Salaries & Benefits $328,743

Fundraising Expenses $72,120

Program Expenses $370,291

Other Expenses $191,333

TOTAL EXPENSES $520,076

Year-over-Year Comparison

	2023	2022	Change
Revenue	$484,832	$506,936	0.0%
Expenses	$520,076	$541,934	0.0%
Net Income	$-35,244	$-34,998	+0.0%

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

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

$76,538

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA CUDDY	TREASURER	6.00	Officer Director	$0	$0	$0
SUZANNE QUINN	AUSTIN SITE COMMITTEE CO-CHAIR	3.00	Director	$0	$0	$0
ELISE GHEBREMICHAEL	PRESIDENT	6.00	Officer Director	$0	$0	$0
ROBIN CHAPMAN	SECRETARY	6.00	Officer Director	$0	$0	$0
JILL HOFFMAN	GOVERNANCE COMMITTEE	3.00	Director	$0	$0	$0
SUNDIATA CONNOR	DEVELOPMENT CHAIR	3.00	Director	$0	$0	$0
MEGHA UPPAL	BOARD MEMBER	3.00	Director	$0	$0	$0
CASSANDRA WERTZ	HOUSTON COMMITTEE CHAIR	3.00	Director	$0	$0	$0
EMILY APTE	BOARD MEMBER	3.00	Director	$0	$0	$0
GLENN GOODRICH	NOMINATIONS COMMITTEE	3.00	Director	$0	$0	$0
LILY MCCLURE	AUSTIN SITE COMMITTEE CO-CHAIR	3.00	Director	$0	$0	$0
RACHEL MONTGOMERY	IMMEDIATE PAST BOARD PRESIDENT	6.00	Officer Director	$0	$0	$0
MUNEEB ASLAM	DEPUTY EXECUTIVE DIRECTOR	40.00	Officer	$13,846	$0	$13,846
STEPHANIE BAZAN	EXECUTIVE DIRECTOR	40.00	Officer	$16,923	$0	$16,923
NICOLE SARKAR	EXECUTIVE DIRECTOR	40.00	Officer	$45,769	$0	$45,769

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
2024	No data	No data	No data	No data
2023	$484,832	$520,076	$271,437	$-35,244
2022	$506,936	$541,934	$298,243	$-34,998
2021	$738,055	$498,816	$275,640	$239,239
2020	$560,887	$702,719	$138,350	$-141,832
2019	$749,760	$735,960	$186,620	$13,800
2018	$586,513	$601,359	$154,755	$-14,846

GENERATION SERVE