The Donna Foundation Inc

EIN: 262736601 501(c)(3) Medical Research

Atlantic Beach, FL

Total Revenue
$1,908,351
Total Expenses
$1,773,426
Total Assets
$384,665
Net Assets
$-115,167
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
FL
Principal Officer
Andy Marello
Phone
9043557465
Tax Period
2023-07-01 to 2024-06-30

The Donna Foundation Inc, founded in 2008, is a community nonprofit in the Medical Research sector that reported $1.9M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $1.8M left a modest 7% surplus.

Mission

The Donna Foundation, a private nonprofit organization in Northeast Florida, provides hope, support and financial relief to those living with breast cancer. The Organization provides community based engagement for survivors and their families, and participates in a variety of outreach initiatives, educational programs and fundraising events yearly to support its mission. The Donna CareLine serves uninsured, under-insured and insured patients at no charge to help overcome and resolve insurance-related and financial obstacles that impact care. The Donna Foundation supports novel research initiatives with the goal to more effectively diagnose, treat and ultimately finish breast cancer for all patients. More than $3 million has been granted in support of translational genomics and immune studies.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,904,401
Program Service Revenue $0
Investment Income $243
Other Revenue $3,707
TOTAL REVENUE $1,908,351

Expense Breakdown

Grants Paid $181,010
Salaries & Benefits $271,769
Fundraising Expenses $98,008
Program Expenses $1,517,368
Other Expenses $1,320,647
TOTAL EXPENSES $1,773,426

Year-over-Year Comparison

2023 2022 Change
Revenue $1,908,351 $1,666,983 +0.1%
Expenses $1,773,426 $1,903,655 -0.1%
Net Income $134,925 $-236,672 -1.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
11
Independent Members
11
Employees
5
Volunteers
656

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
5
$102,348
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Andy Marello Treasurer 1.00
Officer Director
$0 $0 $0
Michelle Brooks Director 1.00
Director
$0 $0 $0
Chris Twiggs Secretary 1.00
Officer Director
$0 $0 $0
Melissa Circelli Director 1.00
Director
$0 $0 $0
Allen Skipper Chair 1.00
Officer Director
$0 $0 $0
Christopher Turner Director 1.00
Director
$0 $0 $0
Janice Cobb Director 1.00
Director
$0 $0 $0
Lauren Hayes Vice-Chair 1.00
Officer Director
$0 $0 $0
Cheryl Kelly Director 1.00
Director
$0 $0 $0
Kristie Kirshner Director 1.00
Director
$0 $0 $0
Lynn Roche Director 1.00
Director
$0 $0 $0
Amanda Napolitano Executive director 40.00
Officer
$102,348 $0 $102,348
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 No data No data No data No data
2024 $1,908,351 $1,773,426 $384,665 $134,925
2023 $1,666,983 $1,903,655 $233,194 $-236,672
2022 $1,590,940 $1,676,687 $270,716 $-85,747
2021 $1,284,753 $1,020,552 $440,280 $264,201
2020 $1,686,267 $1,798,492 $259,581 $-112,225
2019 $2,108,582 $1,897,976 $157,151 $210,606
2018 $2,213,017 $2,065,875 $103,259 $147,142
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