THE DAISY FUND (EIN 352372827) - 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

2009

Legal Domicile

Principal Officer

LISA COWAN

Phone

2108722343

Tax Period

2023-01-01 to 2023-12-31

THE DAISY FUND, founded in 2009, is a small nonprofit in the Human Services sector that reported $431K in total revenue in fiscal year 2023. Revenue surged 306% from the prior year, signaling strong growth momentum.

Mission

THE ORGANIZATION SHALL PROVIDE FINANCIAL ASSISTANCE TO QUALIFYING PET OWNERS THAT ARE UNABLE, IN WHOLE OR IN PART, TO PAY FOR VETERINARY CARE PERTAINING TO A LIFE THREATENING PET ILLNESS, INJURY OR CONDITION.

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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 $431,447

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $431,447

Expense Breakdown

Grants Paid $286,266

Salaries & Benefits $0

Fundraising Expenses $36,917

Program Expenses $320,435

Other Expenses $150,530

TOTAL EXPENSES $436,796

Year-over-Year Comparison

	2023	2022	Change
Revenue	$431,447	$106,181	+3.1%
Expenses	$436,796	$182,114	+1.4%
Net Income	$-5,349	$-75,933	-0.9%

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

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
CHRISTINA RAMIREZ	DIRECTOR	1.00	Director	$0	$0	$0
AMY JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
NICK MCNABB	DIRECTOR	1.00	Director	$0	$0	$0
AMI GORDON	FOUNDER/ DIRECTOR	1.00	Director	$0	$0	$0
ERIC COOPER	PRESIDENT, CEO	5.00	Officer	$0	$0	$0
LISA COWAN	CHAIR	1.00	Officer	$0	$0	$0
MARIA HERRERA	SECRETARY	1.00	Officer	$0	$0	$0
ERIKA BORREGO	TREASURER	1.00	Officer	$0	$0	$0
ERIC FISCHER	VICE CHAIR	1.00	Officer	$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	$431,447	$436,796	$126,695	$-5,349
2020	$285,069	$199,485	$218,548	$85,584

THE DAISY FUND