Spread the Cheer USA (EIN 861699663) - 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

2021

Legal Domicile

Principal Officer

Danielle Claudio

Phone

7197229779

Tax Period

2023-01-01 to 2023-12-31

Spread the Cheer USA, founded in 2021, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $245K in total revenue in fiscal year 2023. The organization ran a surplus of $84K, a strong 34% operating margin.

Mission

To inspire people to come together from all across the country to help those in need. We create positive impact by helping provide for children and families in desperate need during the holiday seasons and beyond.

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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 $190,170

Program Service Revenue $54,752

Investment Income $0

Other Revenue $77

TOTAL REVENUE $244,999

Expense Breakdown

Grants Paid $32,455

Salaries & Benefits $0

Fundraising Expenses $210

Program Expenses $152,932

Other Expenses $128,303

TOTAL EXPENSES $160,758

Year-over-Year Comparison

	2023	2022	Change
Revenue	$244,999	$241,311	+0.0%
Expenses	$160,758	$127,915	+0.3%
Net Income	$84,241	$113,396	-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
Danielle Claudio	President	060.00	Officer Director	$0	$0	$0
Jay Malyuk	Vice President	015.00	Officer Director	$0	$0	$0
Brandon Wayne	Director	015.00	Director	$0	$0	$0
Jill Roberts	Secretary	035.00	Officer Director	$0	$0	$0
Alex Gonzalez	Director	010.00	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	No data	No data	No data	No data
2023	$244,999	$160,758	$234,084	$84,241
2022	$241,311	$127,915	$149,843	$113,396

Spread the Cheer USA