THE GIVING TREE

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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

2007

Legal Domicile

Principal Officer

Gloria Lee

Phone

9715060589

Tax Period

2021-01-01 to 2021-12-31

THE GIVING TREE, founded in 2007, is a small nonprofit that reported $220K in total revenue in fiscal year 2021. Revenue decreased 13% compared to the prior year.

Mission

Support housing stability for under-served residents living in subsidized housing, through enhanced resident services, eviction prevention and improvement of quality of life.

Program Service Accomplishments

Program 1

Expenses: $56,207 Revenue: $65,186

Activities supporting housing stability, lessening isolation and improving life skills for low income residents. Provided additional support to address impact of COVID19, including education around...

Program 2

Expenses: $158,249 Revenue: $155,081

Provided COVID19 community engagement services, direct assistance and wraparound services, and held vaccine clinics supporting efforts of Oregon Health Authority and FEMA.

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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 (2021)

Revenue Breakdown

Contributions & Grants $170,364

Program Service Revenue $49,905

Investment Income $0

Other Revenue $0

TOTAL REVENUE $220,269

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,524

Fundraising Expenses $0

Program Expenses $214,456

Other Expenses $100,588

TOTAL EXPENSES $225,929

Year-over-Year Comparison

	2021	2020	Change
Revenue	$220,269	$254,199	-0.1%
Expenses	$225,929	$219,715	+0.0%
Net Income	$-5,660	$34,484	-1.2%

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

N/A

Independent Members

N/A

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

Total Directors

Key Employees

$33,177

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gloria Lee	Executive Director	40	Key Emp	$28,789	$0	$33,177
Chester Hill	Board President	2	Officer	$0	$0	$0
Hannah Flegal	Board Secretary	1	Officer	$0	$0	$0
Saba Saleem	Board Treasurer	1	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
2021	$220,269	$225,929	No data	$-5,660