THE JOAN DALIANIS FOUNDATION INC CO CHARLES G DELANEY-PRSIDENT (EIN 133844327) - 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

1996

Legal Domicile

Principal Officer

CHARLES G DELANEY

Phone

7322086517

Tax Period

2025-01-01 to 2025-12-31

THE JOAN DALIANIS FOUNDATION INC CO CHARLES G DELANEY-PRSIDENT, founded in 1996, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $38K in total revenue in fiscal year 2025. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $33K, a strong 87% operating margin.

Mission

TO PRESERVE AND ADVANCE THE HERITAGE, CULTURE, EDUCATIONAL ACHIEVEMENTS AND GENERAL WELFARE OF AMERICANS OF GREEK ANCESTRY, PRIMARILY THROUGH GRANT MAKING TO OTHER EXEMPT ORGANIZATIONS.

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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 $0

Program Service Revenue $0

Investment Income $37,873

Other Revenue $0

TOTAL REVENUE $37,873

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,929

TOTAL EXPENSES $4,929

Year-over-Year Comparison

	2025	2024	Change
Revenue	$37,873	$27,847	+0.4%
Expenses	$4,929	$76,508	-0.9%
Net Income	$32,944	$-48,661	-1.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES G DELANEY	PRES & DIR	10.00	Officer Director	$0	$0	$0
LORI DELANEY PESETSKY	VICE PRES & DIR	1.50	Officer Director	$0	$0	$0
PETER CAREY	TREAS & DIR	3.50	Officer Director	$0	$0	$0
BRIAN MAGORY	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY J CATANESE	DIRECTOR	1.00	Director	$0	$0	$0
JANICE LABOVITES	DIRECTOR	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	$37,873	$4,929	$843,381	$32,944
2024	$27,847	$76,508	No data	$-48,661
2024	$27,847	$76,508	$765,595	$-48,661
2023	$29,018	$35,710	$774,497	$-6,692
2022	$21,317	$33,675	$734,891	$-12,358
2021	$26,168	$33,841	$846,820	$-7,673
2020	$25,928	$30,015	$833,066	$-4,087
2020	$25,928	$30,015	$833,066	$-4,087

THE JOAN DALIANIS FOUNDATION INC CO CHARLES G DELANEY-PRSIDENT