THE GIVING BRANCH FOUNDATION

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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

EMILY HARVEY

Phone

5733035419

Tax Period

2024-01-01 to 2024-12-31

THE GIVING BRANCH FOUNDATION, founded in 2018, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $263K, a strong 21% operating margin.

Mission

THE PURPOSE OF THE GIVING BRANCH FOUNDATION IS TO BENEFIT AND SUPPORT INDIVIDUALS AND FAMILIES IN NEED IN THE COMMUNITIES IN WHICH THE OFFICES OF FLAT BRANCH MORTGAGE, INC. ARE LOCATED; AND SECONDARILY TO SUPPORT ORGANIZATIONS AND INDIVIDUALS THE FOUNDATION DEEMS DESERVING.

Program Service Accomplishments

Program 1

Expenses: $929,241

IN 2024, THE FOUNDATION SUPPORTED 203 NOT-FOR-PROFIT ORGANIZATIONS, PROVIDED SUPPORT TO 260 INDIVIDUALS/FAMILIES, GRANTED 11 SCHOLARSHIPS TO WORKING ADULTS AND HELPED TO PROVIDE FUNDING TO 59 UNITED...

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,213,147

Program Service Revenue $0

Investment Income $8,760

Other Revenue $24,966

TOTAL REVENUE $1,246,873

Expense Breakdown

Grants Paid $929,241

Salaries & Benefits $0

Fundraising Expenses $9,691

Program Expenses $929,241

Other Expenses $55,107

TOTAL EXPENSES $984,348

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,246,873	$1,003,321	+0.2%
Expenses	$984,348	$1,055,390	-0.1%
Net Income	$262,525	$-52,069	-6.0%

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

N/A

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
EMILY HARVEY	PRESIDENT	2.00	Officer Director	$0	$0	$0
SARAH CRAIG	TREASURER	2.00	Officer Director	$0	$0	$0
MELISSA SCHNEDLER	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN CLIFFORD	DIRECTOR	1.00	Director	$0	$0	$0
CLAY OSCEOLA	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
2024	$1,246,873	$984,348	$767,696	$262,525
2023	$1,003,321	$1,055,390	$498,627	$-52,069
2022	$1,229,283	$1,291,137	$529,418	$-61,854
2021	$1,270,259	$1,272,861	$615,741	$-2,602
2020	$1,086,299	$671,686	$611,970	$414,613
2019	$439,912	$243,326	$196,586	$196,586