The Donna Foundation Inc

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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

2008

Legal Domicile

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

See page 1, Part 1, Line 1

Program Service Accomplishments

Program 1

Expenses: $824,533

Survivorship, Education and Awareness: Although the word survivorship can mean different things to different people, survivorship for most begins at diagnosis and continues for a lifetime as a family learns to live with and beyond breast cancer. The Donna Foundation empowers survivors and their families with specifically designed programming, events and information. The Donna Foundation also participates in a variety of outreach initiatives and programs yearly to educate and inform the community about breast cancer including prevention, treatment, financial toxicity and wellness.

Program 2

Expenses: $181,010

The Donna Careline: The Donna Careline provides specific case management services to breast cancer patients, caregivers and/or their providers. The skilled staff helps patients navigate through a...

The Donna Careline: The Donna Careline provides specific case management services to breast cancer patients, caregivers and/or their providers. The skilled staff helps patients navigate through a wide scope of challenges ranging from access to care or no care, insurance denials, transportation expenses, treatment fees and the cost of living debt incurred. A financial aid fund is available quarterly to qualifying patients served through the Donna Careline, providing small grants up to $500.

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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 $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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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

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

$102,348

Total Directors

Key Employees

Highest Compensated

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