NATIONAL GIVING FOUNDATION INC (EIN 843856850) - 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

2019

Legal Domicile

Principal Officer

JOSHUA LINDSEY

Phone

9093356810

Tax Period

2023-01-01 to 2023-12-31

NATIONAL GIVING FOUNDATION INC, founded in 2019, is a micro nonprofit in the Human Services sector that reported $5.7M in total revenue in fiscal year 2023. Revenue fell 120% from the prior year — a significant decline worth monitoring.

Mission

IMPROVING THE LIVES OF THE NEEDY, IN ALL AREAS OF THEIR LIVES IN WHICH ASSISTANCE IS NEEDED, BUT OTHERWISE UNAVAILABLE OR REJECTED THROUGH PRIVATE OR GOVERNMENT SERVICES.

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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 $3,675

Program Service Revenue $0

Investment Income $-6,804,464

Other Revenue $1,075,209

TOTAL REVENUE $-5,725,580

Expense Breakdown

Grants Paid $1,516,639

Salaries & Benefits $5,000

Fundraising Expenses $109

Program Expenses $1,516,639

Other Expenses $15,018

TOTAL EXPENSES $1,536,657

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-5,725,580	$28,987,113	-1.2%
Expenses	$1,536,657	$14,466,047	-0.9%
Net Income	$-7,262,237	$14,521,066	-1.5%

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

$5,000

Total Directors

$5,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD COTNEY	CCO	5.00	Officer Director	$5,000	$0	$5,000
JOSHUA LINDSEY	CEO	10.00	Officer Director	$0	$0	$0
EDITH MARTINEZ	CFO	5.00	Officer Director	$0	$0	$0
GARRISON KELLER	VICE PRESIDENT	5.00	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
2024	No data	No data	No data	No data
2023	$-5,725,580	$1,536,657	$60,221,287	$-7,262,237
2022	$28,987,113	$14,466,047	$67,483,524	$14,521,066
2021	$3,995,034	$1,578,313	$53,291,839	$2,416,721
2020	$27,707,616	$1,523,416	$51,020,727	$26,184,200
2019	$25,004,417	$710,510	$24,836,527	$24,293,907

NATIONAL GIVING FOUNDATION INC