The Brian Dagle Foundation Inc (EIN 464821713) - 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

2014

Legal Domicile

Phone

8606255280

Tax Period

2023-01-01 to 2023-12-31

The Brian Dagle Foundation Inc, founded in 2014, is a small nonprofit in the Mental Health sector that reported $293K in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $182K, a strong 62% operating margin.

Mission

Brian Dagle Foundation-Anchored in Hope, is dedicated to healing of grieving adults as well as community education on suicide preventions and awareness.

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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 $165,333

Program Service Revenue $5,805

Investment Income $7,793

Other Revenue $114,326

TOTAL REVENUE $293,257

Expense Breakdown

Grants Paid $0

Salaries & Benefits $34,688

Fundraising Expenses $0

Program Expenses $96,545

Other Expenses $76,408

TOTAL EXPENSES $111,096

Year-over-Year Comparison

	2023	2022	Change
Revenue	$293,257	$200,077	+0.5%
Expenses	$111,096	$73,302	+0.5%
Net Income	$182,161	$126,775	+0.4%

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

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

$30,000

Total Directors

$30,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ann Irr Dagle	President	35.00	Officer Director	$30,000	$0	$30,000
Paul T Dagle	Vice President	10.00	Officer Director	$0	$0	$0
John Kleinhans	Director	1.00	Director	$0	$0	$0
Tracy Collins	Secretary	1.00	Officer Director	$0	$0	$0
Mark Ennis	Director	1.00	Director	$0	$0	$0
Joyce Schmidt	Director	1.00	Director	$0	$0	$0
Jesse DeLucca	Director	1.00	Director	$0	$0	$0
Andrew Dagle	Director	1.00	Director	$0	$0	$0
Ted Montgomery	Director	1.00	Director	$0	$0	$0
Chris Mountain	Director	1.00	Director	$0	$0	$0
Jeff McNamara	Director	1.00	Director	$0	$0	$0
Matthew Dagle	Director	1.00	Director	$0	$0	$0
Debbie Fountain	Director	0.00	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	$293,257	$111,096	$713,449	$182,161
2022	$200,077	$73,302	$531,288	$126,775

The Brian Dagle Foundation Inc