The Giving Foundation Inc (EIN 922079241) - 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

2023

Legal Domicile

Principal Officer

Daniel Hawk

Phone

3135903842

Tax Period

2024-07-01 to 2025-06-30

The Giving Foundation Inc, founded in 2023, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $793K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $171K, a strong 22% operating margin.

Mission

The most significant accomplishments this year was our giving to the local charities. We were able to give 231,625 to local charities this year.

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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 $9,065

Program Service Revenue $0

Investment Income $14,545

Other Revenue $768,900

TOTAL REVENUE $792,510

Expense Breakdown

Grants Paid $231,625

Salaries & Benefits $194,441

Fundraising Expenses $0

Program Expenses $231,625

Other Expenses $195,455

TOTAL EXPENSES $621,521

Year-over-Year Comparison

	2024	2023	Change
Revenue	$792,510	$626,585	+0.3%
Expenses	$621,521	$343,203	+0.8%
Net Income	$170,989	$283,382	-0.4%

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

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

$141,518

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephanie Furey	Executive Director	060.00	Officer	$75,920	$0	$75,920
Angelique Kiefer	Founder	060.00	Officer	$65,598	$0	$65,598
Chuck Hedberg	Board Member	005.00	Director	$0	$0	$0
Russ Todia	Board Member	002.00	Director	$0	$0	$0
Sean Hutson	Board Member	002.00	Director	$0	$0	$0
Daniel Hawk	Board Member / Treasurer	005.00	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
2025	$792,510	$621,521	$519,220	$170,989
2024	$626,585	$343,203	$347,642	$283,382

The Giving Foundation Inc