GLOBAL INHERITANCE INC (EIN 550904687) - 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

2005

Legal Domicile

Principal Officer

ERIC RITZ

Phone

2136838442

Tax Period

2023-01-01 to 2023-12-31

GLOBAL INHERITANCE INC, founded in 2005, is a small nonprofit in the Environment sector that reported $342K in total revenue in fiscal year 2023. Expenses of $331K left a modest 3% surplus.

Mission

GLOBAL INHERITANCE WORKS TO REINVENT ACTIVISM AND EMPOWER INDIVIDUALS TO SEEK A GLOBAL BALANCE. OUR INITIATIVES FOCUS ON THE POWER OF CREATIVITY TO COMMUNICATE AND DRIVE PROGRESSIVE ENVIRONMENTAL AND SOCIAL CHANGE. GLOBAL INHERITANCE DEVELOPS CAMPAIGNS WHICH CATER SPECIFICALLY TO INDIVIDUAL DEMOGRAPHIC GROUPS, TARGETING THE MESSAGE AND EXPERIENCE TO BE APPROACHABLE FOR VARIOUS SUBCULTURES.

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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 $342,194

Program Service Revenue $0

Investment Income $3

Other Revenue $0

TOTAL REVENUE $342,197

Expense Breakdown

Grants Paid $124,325

Salaries & Benefits $43,921

Fundraising Expenses $0

Program Expenses $305,715

Other Expenses $162,511

TOTAL EXPENSES $330,757

Year-over-Year Comparison

	2023	2022	Change
Revenue	$342,197	$320,577	+0.1%
Expenses	$330,757	$263,522	+0.3%
Net Income	$11,440	$57,055	-0.8%

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

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

$43,135

Total Directors

$43,135

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT BRADY	CFO/V.P./DIR	3.00	Officer Director	$0	$0	$0
GIAN LUCA BRIGNONE	SECRETARY/DI	3.00	Officer Director	$0	$0	$0
ERIC RITZ	EXECUTIVE DI	40.00	Officer Director	$6,750	$23,758	$30,508
MICHELLE PLOTKIN	DIRECTOR	3.00	Officer Director	$0	$0	$0
MAGDALENA NAVARLATZ RITZ	DIRECTOR	20.00	Officer Director	$1,230	$11,397	$12,627

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
2023	$342,197	$330,757	$70,961	$11,440
2022	$320,577	$263,522	$55,557	$57,055
2021	$111,419	$124,186	$17,690	$-12,767
2020	$130,183	$156,338	$9,895	$-26,155
2019	$278,811	$293,206	$37,827	$-14,395
2018	$328,270	$335,253	$109,091	$-6,983

GLOBAL INHERITANCE INC