GOING BEYOND ASSISTANCE FUND

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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

Principal Officer

DERYA WARNER

Phone

2675258567

Tax Period

2025-01-01 to 2025-12-31

GOING BEYOND ASSISTANCE FUND, founded in 2018, is a small nonprofit in the Health Care sector that reported $285K in total revenue in fiscal year 2025. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $45K, a strong 16% operating margin.

Mission

GOING BEYOND ASSISTANCE FUND (THE "FUND") PROVIDES EMERGENCY, HARDSHIP AND DISASTER ASSISTANCE, AID AND RELIEF TO EMPLOYEES OF HEALTHCARE SERVICES GROUP, INC. WHO ARE VICTIMS OF A CURRENT DOCUMENTED EMERGENCY, DISASTER OR HARDSHIP AND THOSE WHO MAY BE AFFECTED BY A FUTURE DISASTER.

Program Service Accomplishments

Program 1

Expenses: $231,664

THE FUND PROVIDES EMERGENCY, HARDSHIP AND DISASTER ASSISTANCE, AID AND RELIEF TO EMPLOYEES OF HEALTHCARE SERVICES GROUP, INC. WHO ARE VICTIMS OF A CURRENT DOCUMENTED EMERGENCY, DISASTER OR HARDSHIP.

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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 (2025)

Revenue Breakdown

Contributions & Grants $275,032

Program Service Revenue $0

Investment Income $9,546

Other Revenue $0

TOTAL REVENUE $284,578

Expense Breakdown

Grants Paid $231,664

Salaries & Benefits $0

Fundraising Expenses $1,973

Program Expenses $231,664

Other Expenses $7,684

TOTAL EXPENSES $239,348

Year-over-Year Comparison

	2025	2024	Change
Revenue	$284,578	$261,070	+0.1%
Expenses	$239,348	$246,969	0.0%
Net Income	$45,230	$14,101	+2.2%

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

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
JASON BUNDICK	PRESIDENT AND SECRETARY	5.00	Officer Director	$0	$0	$0
DERYA WARNER	VP AND TREASURER	10.00	Officer Director	$0	$0	$0
CHRISTA BRANDON	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH WINDISH	DIRECTOR	2.00	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	$284,578	$239,348	$377,811	$45,230
2024	$261,070	$246,969	$327,041	$14,101