US FUND FOR DAISY

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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

GEORGE W KERSCHER

Phone

4065494687

Tax Period

2023-01-01 to 2023-12-31

US FUND FOR DAISY, founded in 1996, is a small nonprofit in the Human Services sector that reported $267K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $256K left a modest 4% surplus.

Mission

DEVELOPING AND PROMOTING INTERNATIONAL STANDARDS AND TECHNOLOGIES WHICH ENABLE EQUAL ACCESS TO INFORMATION AND KNOWLEDGE BY ALL PEOPLE WITH PRINT DISABILITIES AND WHICH ALSO BENEFIT THE WIDER COMUNITY.

Program Service Accomplishments

Program 1

Expenses: $250,000 Revenue: $211,505

The US Fund for DAISY supports the work of the DAISY Consortium to provide equal access to information for those with vision impairments or disabilities. - Help creators, distributors & service...

The US Fund for DAISY supports the work of the DAISY Consortium to provide equal access to information for those with vision impairments or disabilities. - Help creators, distributors & service providers of access-enhanced publications be more effective- Help DAISY Consortium member organizations to work together to deliver inclusion- Help authors and mainstream publishers build inclusion into their publishing processes- Help publishing, reading technology and content authoring tool industries to enable a great reading experience for people reading with their eyes, ears or fingers- Influence legal, copyright and standards bodies to make an efficient global marketplace that includes developing countries- Help governments, civil society and disabled peoples organizations to achieve their inclusion aims- Help people with disabilities benefit from the improvements

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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 $134

Program Service Revenue $266,505

Investment Income $0

Other Revenue $0

TOTAL REVENUE $266,639

Expense Breakdown

Grants Paid $250,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $250,000

Other Expenses $6,070

TOTAL EXPENSES $256,070

Year-over-Year Comparison

	2023	2022	Change
Revenue	$266,639	$347,434	-0.2%
Expenses	$256,070	$329,397	-0.2%
Net Income	$10,569	$18,037	-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

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
GEORGE W KERSCHER	President	0.25	Officer Director	$0	$0	$0
JANE DRAEGER	Treasurer	0.10	Officer Director	$0	$0	$0
JIM MARKS	Secretary	0.10	Officer Director	$0	$0	$0
PETER SHOBER	Vice President	0.10	Officer 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	$266,639	$256,070	$34,746	$10,569
2022	$347,434	$329,397	$24,177	$18,037