GEORGE DAILY CHARITABLE TRUST (EIN 421336683) - 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

1989

Legal Domicile

Principal Officer

JOE P CROOKHAM

Phone

6416730411

Tax Period

2024-01-01 to 2024-12-31

GEORGE DAILY CHARITABLE TRUST, founded in 1989, is a small nonprofit that reported $498K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $247K, a strong 50% operating margin.

Mission

IT IS OUR PURPOSE TO UTILIZE THE GEORGE DAILY FAMILY TRUST RESOURCES AS FOLLOWS: A. TO DEVELOP LEADERSHIP FOR THE BENEFIT OF THE COMMUNITY; B. TO CREATE INITIATIVE FOR PROJECTS TO BENEFIT THE COMMUNITY.

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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 $37,813

Program Service Revenue $0

Investment Income $447,095

Other Revenue $13,520

TOTAL REVENUE $498,428

Expense Breakdown

Grants Paid $180,727

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $239,637

Other Expenses $70,761

TOTAL EXPENSES $251,488

Year-over-Year Comparison

	2024	2023	Change
Revenue	$498,428	$375,503	+0.3%
Expenses	$251,488	$260,420	0.0%
Net Income	$246,940	$115,083	+1.1%

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
JOE P CROOKHAM	CO-TRUSTEE	5.00	Officer Director	$0	$0	$0
LINDA CROOKHAM-HANSEN	CO-TRUSTEE	5.00	Officer Director	$0	$0	$0
RANDY DEGEEST	CO-TRUSTEE	5.00	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
2024	$498,428	$251,488	$11,786,744	$246,940
2023	$375,503	$260,420	$10,525,875	$115,083
2022	$-32,890	$337,200	$9,295,834	$-370,090
2021	$1,581,665	$1,684,981	$11,331,197	$-103,316
2020	$3,346,924	$304,953	$11,700,114	$3,041,971
2019	$872,416	$200,281	$10,055,925	$672,135
2018	$701,177	$288,281	$8,506,864	$412,896

GEORGE DAILY CHARITABLE TRUST