STERLING CHARITABLE GIFT FUND (EIN 541978669) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

FIRAS BARZINJI

Phone

7034716060

Tax Period

2023-01-01 to 2023-12-31

STERLING CHARITABLE GIFT FUND, founded in 1999, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.2M in total revenue in fiscal year 2018. Revenue surged 438% from the prior year, signaling strong growth momentum. The organization ran a surplus of $643K, a strong 30% operating margin.

Mission

TO RECEIVE AND DISTRIBUTE CONTRIBUTIONS TO QUALIFIED CHARITABLE ORGANIZATIONS AND INDIVIDUALS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $959,003

Program Service Revenue $0

Investment Income $510,304

Other Revenue $0

TOTAL REVENUE $1,469,307

Expense Breakdown

Grants Paid $1,570,282

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,570,282

Other Expenses $82,288

TOTAL EXPENSES $1,652,570

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,469,307	$3,346,358	-0.6%
Expenses	$1,652,570	$2,888,541	-0.4%
Net Income	$-183,263	$457,817	-1.4%

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

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

$333,343

Total Directors

$333,343

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
M YAQUB MIRZA PHD	PRESIDENT/TRUSTEE	2.00	Officer Director	$0	$0	$0
FIRAS BARZINJI	VICE PRESIDENT/COMPLIANCE	0.50	Officer Director	$322,306	$11,037	$333,343

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	$1,469,307	$1,652,570	$20,935,708	$-183,263
2022	$3,346,358	$2,888,541	$19,440,977	$457,817
2021	$7,071,380	$1,049,570	$20,961,268	$6,021,810
2020	$1,872,493	$1,428,444	$13,381,756	$444,049
2019	$1,119,413	$1,328,514	$12,952,551	$-209,101
2018	$2,163,142	$1,520,201	$10,976,724	$642,941

STERLING CHARITABLE GIFT FUND