GIVINGA FOUNDATION INC (EIN 474172718) - 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

2015

Legal Domicile

Principal Officer

JOSEPH PHOENIX

Phone

3392009064

Tax Period

2024-01-01 to 2024-12-31

GIVINGA FOUNDATION INC, founded in 2015, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $13.1M in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $12.7M left a modest 4% surplus.

Mission

TO PROVIDE ACCESS TO WORLD CLASS GIVING ACCOUNTS AND PROMOTES ACTIVE AND CONSISTENT 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 $13,040,889

Program Service Revenue $0

Investment Income $9,969

Other Revenue $93,725

TOTAL REVENUE $13,144,583

Expense Breakdown

Grants Paid $11,091,205

Salaries & Benefits $0

Fundraising Expenses $6,462

Program Expenses $12,298,839

Other Expenses $1,582,086

TOTAL EXPENSES $12,679,753

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,144,583	$18,779,918	-0.3%
Expenses	$12,679,753	$20,160,993	-0.4%
Net Income	$464,830	$-1,381,075	-1.3%

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

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

$24,000

Total Directors

$24,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH PHOENIX	PRESIDENT/DIRECTOR/TREASURER	1.00	Officer Director	$0	$0	$0
SCOT BILLINGTON	DIRECTOR	1.00	Director	$0	$0	$0
WILLIS O'BRIEN	EXECUTIVE DIRECTOR/DIRECTO	20.00	Officer Director	$24,000	$0	$24,000
DR LAURA GERMINE	DIRECTOR	1.00	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	$13,144,583	$12,679,753	$2,917,533	$464,830
2024	$13,144,583	$12,679,753	$2,917,533	$464,830
2023	$18,779,918	$20,160,993	$2,336,575	$-1,381,075
2022	$34,461,768	$33,955,596	$5,243,806	$506,172
2022	$34,461,768	$33,965,096	$5,243,806	$496,672
2021	$15,849,424	$16,186,699	$2,876,364	$-337,275
2021	$15,749,424	$15,411,034	$2,890,836	$338,390
2020	$4,573,905	$3,231,803	$1,746,335	$1,342,102
2020	$4,039,243	$3,517,516	$1,364,296	$521,727
2019	$258,190	$138,088	$257,395	$120,102

GIVINGA FOUNDATION INC