GIVSUM FOUNDATION (EIN 273460415) - 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

2010

Legal Domicile

Principal Officer

Shawn Wehan

Tax Period

2024-01-01 to 2024-12-31

GIVSUM FOUNDATION, founded in 2010, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum.

Mission

The Givsum Foundations mission is to help individuals to innovate on community problems by providing an ecosystem for success. The Givsum Foundation is a social enterprise incubator, we vet new and exciting ideas for the local community, provide leadership training, and fiscal sponsorships for new ventures. The Givsum Foundation has the unique opportunity to be leading the future of philanthropy by focusing on innovative solutions that market to the next generation.

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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 $1,139,268

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,139,268

Expense Breakdown

Grants Paid $1,139,268

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $613,446

Other Expenses $16,340

TOTAL EXPENSES $1,155,608

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,139,268	$939,765	+0.2%
Expenses	$1,155,608	$937,548	+0.2%
Net Income	$-16,340	$2,217	-8.4%

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

N/A

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
Kristin Epperson	Board Member	0.00	Officer	$0	$0	$0
Shawn Wehan	Chairman	2.00	Officer	$0	$0	$0
Kendra Puryear	Board Member	0.00	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	$1,139,268	$1,155,608	$41,428	$-16,340
2023	$939,765	$937,548	$203,202	$2,217
2022	$899,743	$838,219	$200,985	$61,524

GIVSUM FOUNDATION