GIVING SQUARE (EIN 823303835) - 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

2018

Legal Domicile

Phone

2024873103

Tax Period

2023-01-01 to 2023-12-31

GIVING SQUARE, founded in 2018, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $218K in total revenue in fiscal year 2023. Revenue surged 55% from the prior year, signaling strong growth momentum. Expenses of $190K left a modest 13% surplus.

Mission

We believe that children make great philanthropists givers of themselves for the good of humanity. The Giving Square focuses on building empathy agency and a philanthropic disposition in kids. We run experiential learning programs for children 2nd to 8th grade families and educators. We also host a kid-hosted podcast and run annual selections of high quality literature related to the needs and experiences of kids.

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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 $138,280

Program Service Revenue $79,510

Investment Income $0

Other Revenue $0

TOTAL REVENUE $217,790

Expense Breakdown

Grants Paid $35,000

Salaries & Benefits $106,776

Fundraising Expenses $24,942

Program Expenses $149,176

Other Expenses $48,238

TOTAL EXPENSES $190,014

Year-over-Year Comparison

	2023	2022	Change
Revenue	$217,790	$140,772	+0.5%
Expenses	$190,014	$153,388	+0.2%
Net Income	$27,776	$-12,616	-3.2%

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

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

Total Directors

$74,280

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amy Neugebauer	Executive Director	50.00	Director Highest	$72,116	$2,164	$74,280
Jim Taylor	Board Chair	2.00	Officer	$0	$0	$0
Annette Johnson McGee	Secretary	1.00	Officer	$0	$0	$0
Suely Harada	Treasurer	2.00	Officer	$0	$0	$0
Selma Caal	Director	1.00	Director	$0	$0	$0
Derek Longbrake	Director	1.00	Director	$0	$0	$0
Michael Levenson	Director	1.00	Director	$0	$0	$0
Jana Amin	Director	1.00	Director	$0	$0	$0
Sue Geller	Director	1.00	Director	$0	$0	$0
Richard Yep	Director	1.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$217,790	$190,014	$149,890	$27,776

GIVING SQUARE