GENEROSITY FOUNDATION C/O STERLING FOUNDATION MANAGEMENT LLC (EIN 830732959) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

ROBERT T TURNER II

Phone

7034379720

Tax Period

2025-01-01 to 2025-12-31

GENEROSITY FOUNDATION C/O STERLING FOUNDATION MANAGEMENT LLC, founded in 2018, is a small nonprofit in the Religion sector that reported $371K in total revenue in fiscal year 2018. The organization ran a surplus of $313K, a strong 85% operating margin.

Mission

GENEROSITY FOUNDATION ASSISTS OTHER ORGANIZATIONS, PRIMARILY CHURCHES AND OTHER CHRISTIAN ORGANIZATIONS THROUGH GRANTS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $322,640

Program Service Revenue $0

Investment Income $44,495

Other Revenue $0

TOTAL REVENUE $367,135

Expense Breakdown

Grants Paid $379,816

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $425,928

Other Expenses $67,581

TOTAL EXPENSES $447,397

Year-over-Year Comparison

	2025	2024	Change
Revenue	$367,135	$341,646	+0.1%
Expenses	$447,397	$402,204	+0.1%
Net Income	$-80,262	$-60,558	+0.3%

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

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
ROBERT T TURNER II	PRESIDENT/TREASURER/DIRECTOR	1.00	Officer Director	$0	$0	$0
SUSAN J TURNER	SECRETARY/ASST TREASURER/DIRECTOR	1.00	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
2025	$367,135	$447,397	$488,504	$-80,262
2024	$341,646	$402,204	$503,711	$-60,558
2023	$284,441	$284,212	$564,269	$229
2022	$226,786	$310,367	$564,040	$-83,581
2021	$473,778	$392,042	$647,620	$81,736
2020	$430,358	$320,051	$565,884	$110,307
2019	$346,595	$204,354	$456,011	$142,241
2018	$370,518	$57,182	$313,336	$313,336

GENEROSITY FOUNDATION C/O STERLING FOUNDATION MANAGEMENT LLC