THE GIVING SOLUTION (EIN 923757420) - 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

Michael Finley

Phone

5804835811

Tax Period

2025-01-01 to 2025-12-31

THE GIVING SOLUTION, founded in 2023, is a micro nonprofit in the Education sector that reported $99K in total revenue in fiscal year 2025. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $94K, a strong 95% operating margin.

Mission

Public charity. We provide financial education and one on one practitioner assistance in person or usingZoom to include interpreter help for those with language or cultural barriers.

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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 $59,017

Program Service Revenue $0

Investment Income $40,200

Other Revenue $0

TOTAL REVENUE $99,217

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,754

Fundraising Expenses $0

Program Expenses $5,076

Other Expenses $1,322

TOTAL EXPENSES $5,076

Year-over-Year Comparison

	2025	2024	Change
Revenue	$99,217	$160,435	-0.4%
Expenses	$5,076	$5,076	N/A
Net Income	$94,141	$155,359	-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

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
Mike Finley	Executive Director	60	Director	$0	$0	$0
Dave Rausa	Board Member	10	Officer	$0	$0	$0
Patty Rausa	Secretary	10	Officer	$0	$0	$0
Robert Smith	Board Member	10	Officer	$0	$0	$0
Brian Gedlinske	Board Member	10	Officer	$0	$0	$0
Joy Briscoe	Board Member	0	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	$99,217	$5,076	$313,473	$94,141

THE GIVING SOLUTION