GuideStream Charitable Gift Fund (EIN 271040922) - 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

Phone

5177502727

Tax Period

2024-01-01 to 2024-12-31

GuideStream Charitable Gift Fund, founded in 2009, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.0M in total revenue in fiscal year 2024. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.7M, a strong 46% operating margin.

Mission

GuideStream Charitable Gift Fund GSCGF provides principled assistance to donors desiring to contribute to select charities

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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 $4,902,239

Program Service Revenue $127,604

Investment Income $968,386

Other Revenue $0

TOTAL REVENUE $5,998,229

Expense Breakdown

Grants Paid $3,112,212

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,249,042

Other Expenses $150,543

TOTAL EXPENSES $3,262,755

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,998,229	$3,710,484	+0.6%
Expenses	$3,262,755	$3,261,600	+0.0%
Net Income	$2,735,474	$448,884	+5.1%

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
MARK OLSON	CEODirector	2.00	Officer Director	$0	$0	$0
TIMOTHY BURKHART	PresidentDirector	15.00	Officer Director	$0	$0	$0
STEVEN RICK	SecretaryDirector	0.00	Officer Director	$0	$0	$0
DAVID GOODNIGHT	ChairmanDirector	0.00	Officer Director	$0	$0	$0
LINDA ADAMS	Director	0.00	Director	$0	$0	$0
EDWARD LAMOREAUX	Director	0.00	Director	$0	$0	$0
FRASER VENTER	Director	0.00	Director	$0	$0	$0
BETH HALL	Treasurer	3.00	Officer	$0	$0	$0
JOSEPH CRUPPER	Assistant Secretary	2.00	Officer	$0	$0	$0
JOSHUA ADAMS	COO	2.00	Officer	$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
2024	$5,998,229	$3,262,755	$15,766,370	$2,735,474
2023	$3,710,484	$3,261,600	$13,616,392	$448,884
2022	$-3,863,481	$3,731,108	$12,302,236	$-7,594,589
2021	$6,559,111	$3,062,947	$12,906,058	$3,496,164
2020	$3,502,791	$1,712,270	$8,807,534	$1,790,521
2019	$1,637,605	$2,112,279	$7,793,752	$-474,674
2018	$2,147,773	$1,450,281	$6,992,699	$697,492

GuideStream Charitable Gift Fund