GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC (EIN 311774905) - 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

2001

Legal Domicile

Principal Officer

STACY MULLANEY

Phone

8007873000

Tax Period

2024-01-01 to 2024-12-31

GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC, founded in 2001, is a large national nonprofit in the Philanthropy & Grantmaking sector that reported $6.6B in total revenue in fiscal year 2024. Revenue surged 107% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.5B, a strong 53% operating margin.

Mission

ENCOURAGE AND PROMOTE PHILANTHROPY AND CHARITABLE GIVING.

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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 $5,834,120,636

Program Service Revenue $0

Investment Income $758,778,670

Other Revenue $0

TOTAL REVENUE $6,592,899,306

Expense Breakdown

Grants Paid $3,082,130,420

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,084,729,041

Other Expenses $31,183,217

TOTAL EXPENSES $3,113,313,637

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,592,899,306	$3,183,956,165	+1.1%
Expenses	$3,113,313,637	$2,161,281,503	+0.4%
Net Income	$3,479,585,669	$1,022,674,662	+2.4%

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
ESTA STECHER	DIRECTOR-CHAIR	1.0	Director	$0	$0	$0
ROBERT KATZ	DIRECTOR	1.0	Director	$0	$0	$0
MEGAN TAYLOR	DIRECTOR	1.0	Director	$0	$0	$0
MAE CAVOLI	DIRECTOR	1.0	Director	$0	$0	$0
DAVID GOLUB	DIRECTOR	1.0	Director	$0	$0	$0
JOHN MASTRIANI	DIRECTOR	1.0	Director	$0	$0	$0
DEBORAH LEONE	DIRECTOR	1.0	Director	$0	$0	$0
JEFF GOLDENBERG	DIRECTOR	1.0	Director	$0	$0	$0
ABBY JOSEPH COHEN	DIRECTOR	1.0	Director	$0	$0	$0
KAREY D DYE	PRESIDENT	4.0	Officer	$0	$0	$0
DONALD IRONS	VICE PRESIDENT	4.0	Officer	$0	$0	$0
BENJAMIN RADER	SECRETARY	4.0	Officer	$0	$0	$0
MARIAM KAMSHAD	VICE PRESIDENT	4.0	Officer	$0	$0	$0
MICHAEL WODA	VICE PRESIDENT	4.0	Officer	$0	$0	$0
KENNETH SHEINMAN	ASST. TREASURER	2.0	Officer	$0	$0	$0
BRIAN DESILVA	VICE PRESIDENT	1.0	Officer	$0	$0	$0
STEPHANIE JAQUEZ	VICE PRESIDENT	1.0	Officer	$0	$0	$0
TIMOTHY CORSON	VICE PRESIDENT	1.0	Officer	$0	$0	$0
THOMAS MORIN	ASST. TREASURER	0.5	Officer	$0	$0	$0
EMMETT ST JOHN	TREASURER	1.0	Officer	$0	$0	$0
CHRISTOPHER O'KEEFE	ASST. TREASURER	2.0	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	$6,592,899,306	$3,113,313,637	$12,737,589,000	$3,479,585,669
2023	$3,183,956,165	$2,161,281,503	$8,981,710,000	$1,022,674,662
2022	$1,938,598,082	$1,826,886,885	$7,530,022,000	$111,711,197
2021	$2,555,591,623	$3,168,921,660	$9,038,446,000	$-613,330,037
2020	$1,892,693,627	$1,584,592,161	$8,847,430,000	$308,101,466
2019	$3,764,893,999	$1,738,654,528	$8,086,897,000	$2,026,239,471
2018	$1,335,010,828	$851,968,224	$5,432,668,697	$483,042,604

GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC