THE DUBLIN FOUNDATION (EIN 200194557) - 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

2004

Legal Domicile

Principal Officer

JOHN STEVENS

Phone

6148898725

Tax Period

2023-01-01 to 2023-12-31

THE DUBLIN FOUNDATION, founded in 2004, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $55K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8K, a strong 15% operating margin.

Mission

WE PROMOTE GENEROSITY THROUGH SPIRITED ADVOCACY BY CONNECTING PEOPLE WHO CARE WITH THE CAUSES THEY VALUE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $35,634

Program Service Revenue $0

Investment Income $19,340

Other Revenue $0

TOTAL REVENUE $54,974

Expense Breakdown

Grants Paid $24,500

Salaries & Benefits $0

Fundraising Expenses $2,000

Program Expenses $28,824

Other Expenses $22,065

TOTAL EXPENSES $46,565

Year-over-Year Comparison

	2023	2022	Change
Revenue	$54,974	$44,001	+0.2%
Expenses	$46,565	$83,121	-0.4%
Net Income	$8,409	$-39,120	-1.2%

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
JOHN STEVENS	PRESIDENT	2.00	Officer Director	$0	$0	$0
CHRISTY ZIMMERMAN	TREASURER	2.00	Officer Director	$0	$0	$0
KAREN MCCAFFREY	SECRETARY	2.00	Officer Director	$0	$0	$0
BILL BURKE	TRUSTEE	2.00	Director	$0	$0	$0
JIM GRAFMEYER	TRUSTEE	2.00	Director	$0	$0	$0
BOB FATHMAN	TRUSTEE	2.00	Director	$0	$0	$0
EMILY FAMOS	TRUSTEE	2.00	Director	$0	$0	$0
DAN GARVIN	TRUSTEE	2.00	Director	$0	$0	$0
DR JOHN MARSCHHAUSEN	TRUSTEE (EX OFFICIO)	2.00	Director	$0	$0	$0
SCOTT ARTHUR	TRUSTEE	2.00	Director	$0	$0	$0
NEIL MATHIAS	TRUSTEE	2.00	Director	$0	$0	$0
JUSTIN PAEZ	TRUSTEE (EX OFFICIO)	2.00	Director	$0	$0	$0
JACQUELINE MILLER	TRUSTEE	2.00	Director	$0	$0	$0
STEVEN MOORE	TRUSTEE (EX OFFICIO)	2.00	Director	$0	$0	$0
DWAYNE MAYNARD	TRUSTEE	2.00	Director	$0	$0	$0
RODRIGO BARBOSA	TRUSTEE	2.00	Director	$0	$0	$0
HARRY KAMDAR	PAST PRESIDENT	2.00	Director	$0	$0	$0
CARMEN SAVARINO	TRUSTEE	2.00	Director	$0	$0	$0
MARILEE CHINNICI-ZUERCHER	TRUSTEE	2.00	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
2024	No data	No data	No data	No data
2023	$54,974	$46,565	$996,903	$8,409
2022	$44,001	$83,121	$861,276	$-39,120
2021	$148,361	$80,712	$1,082,229	$67,649
2020	$114,902	$164,715	$898,800	$-49,813
2019	$42,265	$64,190	$883,426	$-21,925
2018	$117,621	$93,505	$791,033	$24,116

THE DUBLIN FOUNDATION