GIFTING BRANDS (EIN 822671429) - 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

2017

Legal Domicile

Principal Officer

JEANNIE BARSAM

Tax Period

2022-01-01 to 2022-12-31

GIFTING BRANDS, founded in 2017, is a micro nonprofit in the Human Services sector that reported $21K in total revenue in fiscal year 2022. Revenue fell 103% from the prior year — a significant decline worth monitoring.

Mission

GIFTING BRANDS WILL PROVIDE GRANTS TO QUALIFYING 501(C)(3) ENTITIES TO SUPPORT PROJECTS IN FULFILLMENT OF THEIR CHARITABLE PURPOSES. WE WILL INITIALLY FOCUS OUR GIVING GUIDELINES IN SUPPORT OF ENTITIES SERVING WOMEN, CHILDREN, AND FAMILIES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $124,346

Program Service Revenue $0

Investment Income $0

Other Revenue $-145,687

TOTAL REVENUE $-21,341

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $91,017

Other Expenses $164,478

TOTAL EXPENSES $164,478

Year-over-Year Comparison

	2022	2021	Change
Revenue	$-21,341	$648,376	-1.0%
Expenses	$164,478	$88,723	+0.9%
Net Income	$-185,819	$559,653	-1.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEANNIE BARSAM	FOUNDER & CE	40.00	Officer Director	$0	$0	$0
KIMBERLY CARNEY	DIRECTOR	0.30	Officer Director	$0	$0	$0
MEGAN ESCAMILLA	DIRECTOR	0.30	Officer Director	$0	$0	$0
JUSTIN R GOBERT	DIRECTOR	0.30	Officer Director	$0	$0	$0
PHILIP HANCOCK	TREASURER	0.30	Officer Director	$0	$0	$0
JOHN BR LONG III	DIRECTOR	0.30	Officer Director	$0	$0	$0
STACEE JOHNSON-WILLIAMS	DIRECTOR	0.30	Officer Director	$0	$0	$0
MIKE OSORIO	PRESIDENT	0.30	Officer Director	$0	$0	$0
HEATHER STEVENS	VICE PRESIDE	0.30	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
2022	$-21,341	$164,478	$441,516	$-185,819
2021	$648,376	$88,723	$628,811	$559,653
2020	$254,233	$191,300	$65,526	$62,933

GIFTING BRANDS