Global Impact Social Welfare Fund (EIN 920652730) - 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

2022

Legal Domicile

Principal Officer

STEVE POLO

Phone

8008364620

Tax Period

2024-07-01 to 2025-06-30

Global Impact Social Welfare Fund, founded in 2022, is a mid-sized nonprofit in the Public & Societal Benefit sector that reported $59.5M in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $52.8M left a modest 11% surplus.

Mission

GISWF PURSUES ITS SOCIAL IMPACT OBJECTIVES BY BUILDING PARTNERSHIPS AND DELIVERING RESOURCES FOR EDUCATION AND ADVOCACY ADDRESSING PUBLIC POLICY ISSUES.

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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 $59,423,145

Program Service Revenue $120,903

Investment Income $0

Other Revenue $0

TOTAL REVENUE $59,544,048

Expense Breakdown

Grants Paid $47,114,627

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,686,837

Other Expenses $5,644,852

TOTAL EXPENSES $52,759,479

Year-over-Year Comparison

	2024	2023	Change
Revenue	$59,544,048	$43,631,068	+0.4%
Expenses	$52,759,479	$35,649,604	+0.5%
Net Income	$6,784,569	$7,981,464	-0.1%

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
Steve Polo	Director/President	1.0	Officer Director	$0	$0	$0
Mauricio Vivero	Director/Secretary	1.0	Officer Director	$0	$0	$0
COLLEEN MURRAY	Director/Treasurer(THRU 07/24)	1.0	Officer Director	$0	$0	$0
KRIS BALDERSTON	DIRECTOR (EFF.FROM 07/24)	1.0	Director	$0	$0	$0
BRITT HOGUE	DIRECTOR (EFF.FROM 10/24)	1.0	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	$59,544,048	$52,759,479	$35,784,325	$6,784,569
2024	$43,631,068	$35,649,604	$24,166,736	$7,981,464
2023	$22,480,002	$7,115,824	$15,767,547	$15,364,178

Global Impact Social Welfare Fund