ALDER TREE GIVING INC

EIN: 822602184 501(c)(3) Human Services

HUGER, SC

Total Revenue
$284,535
Total Expenses
$247,128
Total Assets
$125,280
Net Assets
$107,576
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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
2017
Legal Domicile
NY
Principal Officer
GERARD O'SHEA
Tax Period
2024-01-01 to 2024-12-31

ALDER TREE GIVING INC, founded in 2017, is a small nonprofit in the Human Services sector that reported $285K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $247K left a modest 13% surplus.

Mission

EDUCATIONAL PROGRAMS

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $128,185
Program Service Revenue $2,810
Investment Income $0
Other Revenue $153,540
TOTAL REVENUE $284,535

Expense Breakdown

Grants Paid $0
Salaries & Benefits $195,084
Fundraising Expenses $0
Program Expenses $227,719
Other Expenses $52,044
TOTAL EXPENSES $247,128

Year-over-Year Comparison

2024 2023 Change
Revenue $284,535 $367,001 -0.2%
Expenses $247,128 $402,628 -0.4%
Net Income $37,407 $-35,627 -2.0%
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

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Governance

Voting Members
4
Independent Members
3
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
2
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JULIE O'SHEA DIRECTOR 40.00
Officer
$0 $0 $0
GERARD O'SHEA OFFICER 10.00
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
2025 No data No data No data No data
2024 $284,535 $247,128 $125,280 $37,407
2023 $367,001 $402,628 $73,573 $-35,627
2022 $216,439 No data $106,046 No data
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