GIVEDIRECTLY INC (EIN 271661997) - 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

NIKOLAS ALLARDICE

Phone

6465044837

Tax Period

2023-01-01 to 2023-12-31

GIVEDIRECTLY INC, founded in 2009, is a major nonprofit in the Human Services sector that reported $140.3M in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $130.3M left a modest 7% surplus.

Mission

TO REDUCE POVERTY BY PROVIDING FINANCIAL ASSISTANCE DIRECTLY TO THOSE IN NEED.

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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 $125,494,389

Program Service Revenue $0

Investment Income $2,317,825

Other Revenue $12,531,081

TOTAL REVENUE $140,343,295

Expense Breakdown

Grants Paid $83,181,937

Salaries & Benefits $31,116,596

Fundraising Expenses $7,036,806

Program Expenses $115,859,966

Other Expenses $15,826,583

TOTAL EXPENSES $130,260,291

Year-over-Year Comparison

	2023	2022	Change
Revenue	$140,343,295	$175,713,344	-0.2%
Expenses	$130,260,291	$261,307,795	-0.5%
Net Income	$10,083,004	$-85,594,451	-1.1%

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

107

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

$1,410,834

Total Directors

$151,669

Key Employees

$188,618

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL FAYE	EXECUTIVE CHAIR	30.00	Officer Director	$151,669	$0	$151,669
ALY JEDDY	CHAIR	1.00	Officer Director	$0	$0	$0
ROHIT WANCHOO	TREASURER	1.00	Officer Director	$0	$0	$0
JACQUELLINE FULLER	DIRECTOR - UNTIL 9/23	1.00	Director	$0	$0	$0
PAUL NIEHAUS	DIRECTOR	1.00	Director	$0	$0	$0
RORY STEWART	PRESIDENT - UNTIL 10/23	40.00	Officer	$314,400	$2,343	$316,743
SAMUEL MWAMBURI MWALE INTERIM	PRESIDENT AS OF 09/2023	40.00	Officer	$187,810	$11,651	$199,461
JOSEPH HUSTON	MANAGING DIRECTOR - UNTIL 12/23	40.00	Officer	$363,872	$20,362	$384,234
JASON WATTERS CHIEF FINANCE COMP	& DATA PROTEC. OFFICER UNTIL 12/23	40.00	Officer	$344,688	$14,039	$358,727
DOUGLAS RICHARD KIRKE-SMITH	VICE PRESIDENT, PROGRAMS	40.00	Key Emp	$179,210	$9,408	$188,618
BECCA FRANK	DIRECTOR, TECHNOLOGY	40.00	Highest	$269,957	$23,456	$293,413
SARAH MORAN	VICE PRESIDENT, DEVELOPMENT	40.00	Highest	$264,681	$32	$264,713
SAMUEL KRETER	SENIOR PROGRAM ENGINEER	40.00	Highest	$249,586	$10,490	$260,076
ALEX NAWAR	REGIONAL DIRECTOR	40.00	Highest	$220,976	$32	$221,008
JULIE XIA	SENIOR PROGRAM ENGINEER	40.00	Highest	$210,827	$11,986	$222,813

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	$140,343,295	$130,260,291	$203,098,602	$10,083,004
2022	$175,713,344	$261,307,795	$240,039,533	$-85,594,451
2021	$254,085,265	$196,851,536	$268,742,761	$57,233,729
2020	$306,474,046	$229,810,731	$184,296,382	$76,663,315
2019	$45,195,802	$44,581,089	$87,939,598	$614,713
2018	$55,132,520	$69,036,299	$87,072,544	$-13,903,779
2017	$51,477,007	$38,515,235	$84,710,648	$12,961,772

GIVEDIRECTLY INC