THE GIVING EXCHANGE (EIN 462898471) - 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

2013

Legal Domicile

Principal Officer

ROD MICKELS

Phone

9254826459

Tax Period

2023-01-01 to 2023-12-31

THE GIVING EXCHANGE, founded in 2013, is a small nonprofit in the International Affairs sector that reported $679K in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $229K, a strong 34% operating margin.

Mission

THE GIVING EXCHANGE PARTNERS WITH UNDER-RESOURCED COMMUNITIES TO IMPLEMENT SELF-SUSTAINING PROJECTS FOR A LASTING IMPACT.

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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 $640,673

Program Service Revenue $0

Investment Income $47,732

Other Revenue $-9,351

TOTAL REVENUE $679,054

Expense Breakdown

Grants Paid $181,525

Salaries & Benefits $97,695

Fundraising Expenses $59,193

Program Expenses $181,525

Other Expenses $170,582

TOTAL EXPENSES $449,802

Year-over-Year Comparison

	2023	2022	Change
Revenue	$679,054	$471,268	+0.4%
Expenses	$449,802	$287,974	+0.6%
Net Income	$229,252	$183,294	+0.3%

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

N/A

Independent Members

N/A

Employees

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

$100,000

Total Directors

$100,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MING RICHIE	EXECUTIVE DIRECTOR	40.00	Officer Director	$100,000	$0	$100,000
RODNEY MICKELS	DIRECTOR / CO-FOUNDER PRES	10.00	Director	$0	$0	$0
TERRI WYGAL	DIRECTOR & SECRETARY	5.00	Director	$0	$0	$0
JAMIS SPALDING	TREASURER	2.00	Director	$0	$0	$0
ALISSA MICKES PELATON	VICE PRESIDENT	2.00	Director	$0	$0	$0
DREW HAGEN	DIRECTOR	5.00	Director	$0	$0	$0
PAUL SALINGER	DIRECTOR	5.00	Director	$0	$0	$0
KRISTEN RADAKOVICH	DIRECTOR	5.00	Director	$0	$0	$0
CHRISTOPHER REVETRIA	DIRECTOR	5.00	Director	$0	$0	$0
CHLOE HULL	DIRECTOR	5.00	Director	$0	$0	$0
LAURA CERVELLI	DIRECTOR	5.00	Director	$0	$0	$0
JILL TANNER	DIRECTOR	5.00	Director	$0	$0	$0
CARY EDGAR	DIRECTOR	5.00	Director	$0	$0	$0
MICHAEL BERTA	DIRECTOR	5.00	Director	$0	$0	$0
BRUCE CACHO-NEGRETE	DIRECTOR	5.00	Director	$0	$0	$0
AMY ALANES	DIRECTOR	5.00	Director	$0	$0	$0
VICTORIA TSWAMUNO	DIRECTOR	5.00	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
2024	No data	No data	No data	No data
2023	$679,054	$449,802	$1,757,355	$229,252
2022	$471,268	$287,974	$551,107	$183,294
2021	$330,181	$163,265	$367,813	$166,916

THE GIVING EXCHANGE