LEVY GIVING FUND INC (EIN 824208362) - 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

Cherie A Levy

Phone

6082337525

Tax Period

2023-01-01 to 2023-12-31

LEVY GIVING FUND INC, founded in 2017, is a small nonprofit in the Community Improvement sector that reported $198K in total revenue in fiscal year 2023. Revenue fell 39% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $77K, a strong 39% operating margin.

Mission

Provide funds, goods and support to local/community non-profits.

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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 $191,144

Program Service Revenue $0

Investment Income $6,541

Other Revenue $0

TOTAL REVENUE $197,685

Expense Breakdown

Grants Paid $105,702

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $120,846

Other Expenses $15,144

TOTAL EXPENSES $120,846

Year-over-Year Comparison

	2023	2022	Change
Revenue	$197,685	$321,817	-0.4%
Expenses	$120,846	$89,259	+0.4%
Net Income	$76,839	$232,558	-0.7%

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

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
John Sims	Board Member	4	Director	$0	$0	$0
Cheryl Burns	Board Member	6.00	Director	$0	$0	$0
Cyndi Kennedy	Board Member	4	Director	$0	$0	$0
Christy Roberts	Board Member	4	Director	$0	$0	$0
Lisa Loichinger	Board Member	4	Director	$0	$0	$0
Molly Graham	Board Member	8	Director	$0	$0	$0
Cherie Levy	President	40	Officer	$0	$0	$0
Madison Keller	Secretary	15	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	No data	No data	No data	No data
2023	$197,685	$120,846	$526,718	$76,839
2022	$321,817	$89,259	$449,879	$232,558

LEVY GIVING FUND INC