The Giving Plan Foundation Inc The Giving Plan Foundation Inc

EIN: 455463220 501(c)(3)

Atlanta, GA

Total Revenue
$209,950
Total Expenses
$114,681
Total Assets
$84,777
Net Assets
$84,777
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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
2012
Legal Domicile
GA
Principal Officer
ADAM CAPES
Phone
6785062700
Tax Period
2018-01-01 to 2018-12-31

The Giving Plan Foundation Inc The Giving Plan Foundation Inc, founded in 2012, is a small nonprofit that reported $210K in total revenue in fiscal year 2018. Revenue surged 73% from the prior year, signaling strong growth momentum. The organization ran a surplus of $95K, a strong 45% operating margin.

Mission

The Giving Plan Foundation will fulfill its charitable purpose by generating and facilitating gifts to public charities organized and

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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%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $209,950
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $209,950

Expense Breakdown

Grants Paid $95,390
Salaries & Benefits $0
Fundraising Expenses $14,750
Program Expenses $114,681
Other Expenses $19,291
TOTAL EXPENSES $114,681

Year-over-Year Comparison

2018 2017 Change
Revenue $209,950 $121,072 +0.7%
Expenses $114,681 $132,753 -0.1%
Net Income $95,269 $-11,681 -9.2%
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

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Governance

Voting Members
3
Independent Members
N/A
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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ADAM CAPES President Director 5.000
Officer Director
$0 $0 $0
ROB VAKA Treasurer Director 5.000
Officer Director
$0 $0 $0
SANDI BRONTE Secretary Director 5.000
Officer Director
$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
2018 $209,950 $114,681 $84,777 $95,269
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