THE GIORGIO FOUNDATION (EIN 466548416) - 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

BERNARD STAPELFELD

Phone

8146862256

Tax Period

2024-01-01 to 2024-12-31

THE GIORGIO FOUNDATION, founded in 2013, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $581K in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $445K, a strong 76% operating margin.

Mission

TO SUPPORT THE RESEARCH AND DEVELOPMENT OF TREATMENTS AND CURES FOR COMPLICATIONS RELATED TO NEUROFIBROMATOSIS TYPE 1.

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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 $579,350

Program Service Revenue $0

Investment Income $1,790

Other Revenue $0

TOTAL REVENUE $581,140

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $136,594

Other Expenses $136,594

TOTAL EXPENSES $136,594

Year-over-Year Comparison

	2024	2023	Change
Revenue	$581,140	$395,635	+0.5%
Expenses	$136,594	$485,000	-0.7%
Net Income	$444,546	$-89,365	-6.0%

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
CATHERINE STAPELFELD	TRUSTEE	5.00	Director	$0	$0	$0
ERIN BORZELLINO	TRUSTEE	5.00	Director	$0	$0	$0
NACASIO BORZELLINO	TRUSTEE	5.00	Director	$0	$0	$0
MARK BARNHART	TRUSTEE	5.00	Director	$0	$0	$0
KAREN BARNHART	TRUSTEE	5.00	Director	$0	$0	$0
STEPHEN KLINE	TRUSTEETREASURER	10.00	Director	$0	$0	$0
ANDREW JAMES	TRUSTEE	5.00	Director	$0	$0	$0
JANICE KLINE	TRUSTEE	5.00	Director	$0	$0	$0
AMY SELTZER	TRUSTEE	5.00	Director	$0	$0	$0
BERNARD STAPELFELD	MANAGING TRUSTEE	10.00	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	$581,140	$136,594	$809,044	$444,546

THE GIORGIO FOUNDATION