DIRECT MARKETING FUNDRAISERS ASSOCIATION (EIN 132835999) - 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

1972

Legal Domicile

Principal Officer

GERRI ZIMBARDI

Phone

6466757314

Tax Period

2024-07-01 to 2025-06-30

DIRECT MARKETING FUNDRAISERS ASSOCIATION, founded in 1972, is a small nonprofit that reported $307K in total revenue in fiscal year 2024. Expenses of $373K exceeded revenue, resulting in a 21% operating deficit.

Mission

THE MISSION OF DMFA IS TO ENHANCE THE SKILLS, KNOWLEDGE AND EXPERTISE OF PROFESSIONAL FUNDRAISERS ENGAGED IN DIRECT MAIL, DIGITAL, MULTI-CHANNEL, OR ANY OTHER CHANNEL OF FUNDRAISING, RAISE MORE REVENUE AND PROVIDE BETTER FINANCIAL OUTCOMES FOR THE CAUSES, ORGANIZATIONS AND COMPANIES THEY REPRESENT.

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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 $0

Program Service Revenue $302,837

Investment Income $4,382

Other Revenue $0

TOTAL REVENUE $307,219

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $372,709

TOTAL EXPENSES $372,709

Year-over-Year Comparison

	2024	2023	Change
Revenue	$307,219	$285,102	+0.1%
Expenses	$372,709	$252,734	+0.5%
Net Income	$-65,490	$32,368	-3.0%

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
KRISTEN SHANK FINN	PRESIDENT	1.00	Officer Director	$0	$0	$0
JENN BULLARD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
GERRI ZIMBARDI	TREASURER	1.00	Officer Director	$0	$0	$0
GRACE LEONARDO	SECRETARY	1.00	Officer Director	$0	$0	$0
A J MINOGUE	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY BOBRICK	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW WILEY	BOARD MEMBER	1.00	Director	$0	$0	$0
ASHLEY MOORE	BOARD MEMBER	1.00	Director	$0	$0	$0
BRITT VATNE	BOARD MEMBER	1.00	Director	$0	$0	$0
BRUCE HAMMER	BOARD MEMBER	1.00	Director	$0	$0	$0
BRYAN TERPSTRA	BOARD MEMBER	1.00	Director	$0	$0	$0
CAMERON POPP	BOARD MEMBER	1.00	Director	$0	$0	$0
CARA MARINELLI	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZA SLONE	BOARD MEMBER	1.00	Director	$0	$0	$0
JANN SCHULTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON LOTT	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON ROBBINS	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER HONADEL	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER JONES INGRAM	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN COMO	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH GOMEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN BARR	BOARD MEMBER	1.00	Director	$0	$0	$0
KATIE VALVO	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM ABUELHAJ	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM COLOMA-GOMEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
LETAL ZIDKONY	MEMBERSHIP & MARKETING DIR.	1.00	Director	$0	$0	$0
MEREDITH PIEMME	BOARD MEMBER	1.00	Director	$0	$0	$0
NOSA ADETIBA	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL HABIG	BOARD MEMBER	1.00	Director	$0	$0	$0
RAYNA CLARKE	BOARD MEMBER	1.00	Director	$0	$0	$0
ROSE CASHNER	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN CARPENTER	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAYLA TITLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
TIFFANY QUAST	BOARD MEMBER	1.00	Director	$0	$0	$0
VALERIE VIERENGEL	BOARD MEMBER	1.00	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
2025	$307,219	$372,709	$165,433	$-65,490
2024	$285,102	$252,734	$230,923	$32,368
2023	$239,348	$260,168	$198,555	$-20,820

DIRECT MARKETING FUNDRAISERS ASSOCIATION