Simple Generosity Foundation (EIN 475570019) - 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

Kate Brandeis

Phone

8436098595

Tax Period

2024-07-01 to 2025-06-30

Simple Generosity Foundation, founded in 2015, is a community nonprofit in the Religion sector that reported $6.8M in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $8.8M exceeded revenue, resulting in a 28% operating deficit.

Mission

To make charitable giving easier and more meaningful for purpose-minded companies and make fundraising more equitable for small but important nonprofits that might otherwise be overlooked for large brand partnerships.

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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 $6,379,713

Program Service Revenue $278,971

Investment Income $187,572

Other Revenue $0

TOTAL REVENUE $6,846,256

Expense Breakdown

Grants Paid $8,075,246

Salaries & Benefits $475,331

Fundraising Expenses $16,380

Program Expenses $8,587,715

Other Expenses $232,643

TOTAL EXPENSES $8,783,220

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,846,256	$9,265,616	-0.3%
Expenses	$8,783,220	$8,620,241	+0.0%
Net Income	$-1,936,964	$645,375	-4.0%

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

Volunteers

100

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

$224,000

Total Directors

$116,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
George Stevens	President & Secretary	50.00	Officer Director	$116,000	$0	$116,000
Kate Brandeis	Co-Executive Director	40.00	Officer Highest	$108,000	$0	$108,000
Kristina Lange	Co-Executive Director	40.00	Highest	$108,000	$0	$108,000
Leo V Williams	Director	2.00	Director	$0	$0	$0
Jeni Rone Becker	Director	2.00	Director	$0	$0	$0
Julie Savaria	Director	2.00	Director	$0	$0	$0
Elizabeth Delois	Treasurer	2.00	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
2025	$6,846,256	$8,783,220	$2,817,977	$-1,936,964
2024	$9,265,616	$8,620,241	$4,507,599	$645,375
2022	$7,447,485	$9,301,300	$2,902,105	$-1,853,815
2021	$11,150,937	$9,060,098	$4,974,412	$2,090,839
2020	$6,734,552	$5,775,269	$2,837,820	$959,283
2019	$881,251	$1,314,153	$1,824,862	$-432,902

Simple Generosity Foundation