EXPENSIFYORG (EIN 843862754) - 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

RYAN SCHAFFER

Phone

6282241966

Tax Period

2025-01-01 to 2025-12-31

EXPENSIFYORG, founded in 2019, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $369K in total revenue in fiscal year 2025. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $218K, a strong 59% operating margin.

Mission

TO EMPOWER INDIVIDUALS AND COMMUNITIES TO ELIMINATE INJUSTICE AROUND THE WORLD BY MAKING GIVING AND VOLUNTEERING MORE CONVENIENT, MEANINGFUL, AND COLLABORATIVE.

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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 $236,290

Program Service Revenue $0

Investment Income $132,222

Other Revenue $0

TOTAL REVENUE $368,512

Expense Breakdown

Grants Paid $1,417

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,099

Other Expenses $149,136

TOTAL EXPENSES $150,553

Year-over-Year Comparison

	2025	2024	Change
Revenue	$368,512	$223,685	+0.6%
Expenses	$150,553	$136,066	+0.1%
Net Income	$217,959	$87,619	+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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BARRETT	PRESIDENT & DIRECTOR	0.10	Officer Director	$0	$0	$0
RYAN SCHAFFER	CHAIR OF THE BOARD & DIRECTOR	0.10	Officer Director	$0	$0	$0
MICHAEL WARD	TREASURER & DIRECTOR	0.10	Officer Director	$0	$0	$0
COLE EASON	SECRETARY	0.10	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	$368,512	$150,553	$6,198,670	$217,959
2024	No data	No data	No data	No data
2023	$522,096	$190,494	$5,893,092	$331,602
2022	$2,423,425	$250,232	$5,569,990	$2,173,193
2021	$3,706,652	$391,831	$3,377,961	$3,314,821
2020	$272,473	$214,745	$57,728	$57,728

EXPENSIFYORG