DOZ CHARITABLE FOUNDATION INC (EIN 272517803) - 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

2010

Legal Domicile

Principal Officer

EMILY TAYLOR

Phone

3178485700

Tax Period

2024-07-01 to 2025-06-30

DOZ CHARITABLE FOUNDATION INC, founded in 2010, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $178K in total revenue in fiscal year 2024. Expenses of $169K left a modest 5% surplus.

Mission

ORGANIZATION SUPPORTS OTHER CHARITABLE ORGANIZATIONS FINANCIALLY AND THROUGH OUTREACH SERVICES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $177,650

Program Service Revenue $0

Investment Income $0

Other Revenue $236

TOTAL REVENUE $177,886

Expense Breakdown

Grants Paid $166,737

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $169,039

Other Expenses $2,302

TOTAL EXPENSES $169,039

Year-over-Year Comparison

	2024	2023	Change
Revenue	$177,886	$176,117	+0.0%
Expenses	$169,039	$174,853	0.0%
Net Income	$8,847	$1,264	+6.0%

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

190

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
EMILY TAYLOR	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHEYENNE HEADLEY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JILL REES	SECRETARY	1.00	Officer Director	$0	$0	$0
SUSAN STITES	TREASURER	1.50	Officer Director	$0	$0	$0
ABBY HOSFIELD	DIRECTOR	0.50	Director	$0	$0	$0
QUINN GRIFFIN	DIRECTOR	0.50	Director	$0	$0	$0
VICTORIA POEHL	DIRECTOR	0.50	Director	$0	$0	$0
BRITTANY ROSS	OUTGOING PRESIDENT	1.00	Officer Director	$0	$0	$0
VICTORIA FOULKE	OUTGOING VICE PRESIDENT	1.00	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
2025	$177,886	$169,039	$85,016	$8,847
2024	No data	No data	No data	No data
2023	$176,763	$148,412	$74,905	$28,351
2022	$138,342	$132,043	$46,554	$6,299
2021	$120,248	$121,622	$40,255	$-1,374
2020	$135,398	$138,379	$41,629	$-2,981
2019	$232,751	$219,035	$44,610	$13,716

DOZ CHARITABLE FOUNDATION INC