THE DAHLEM CONSERVANCY ENDOWMENT (EIN 364611472) - 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

2007

Legal Domicile

Principal Officer

JUSTIN PHELPS

Phone

5177823453

Tax Period

2023-01-01 to 2023-12-31

THE DAHLEM CONSERVANCY ENDOWMENT, founded in 2007, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $6K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $9K exceeded revenue, resulting in a 54% operating deficit.

Mission

ORGANIZED FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES, INLCUDING FOR TO SUCH PURPOSES THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE IRS CODE.

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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 $0

Program Service Revenue $0

Investment Income $5,883

Other Revenue $0

TOTAL REVENUE $5,883

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $9,036

TOTAL EXPENSES $9,036

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,883	$6,643	-0.1%
Expenses	$9,036	$9,111	0.0%
Net Income	$-3,153	$-2,468	+0.3%

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
TOM DAVEY	BOARD MEMBER	0.50	Director	$0	$0	$0
GARY KRUPA	SECRETARY/TR	0.50	Officer Director	$0	$0	$0
REBECCA MEHALL	BOARD MEMBER	0.50	Director	$0	$0	$0
STEVE PATCH	BOARD MEMBER	0.50	Director	$0	$0	$0
JUSTIN PHELPS	PRESIDENT	0.50	Officer Director	$0	$0	$0
ROBERT WROZEK	BOARD MEMBER	0.50	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	$5,883	$9,036	$1,410,458	$-3,153
2022	$6,643	$9,111	$1,417,327	$-2,468
2021	$64,307	$50,464	$1,478,710	$13,843
2020	$101,548	$89,334	$927,665	$12,214
2019	$174,221	$102,923	$783,751	$71,298
2018	$255,919	$21,174	$617,555	$234,745

THE DAHLEM CONSERVANCY ENDOWMENT