DAUGHTERS OF PENELOPE FOUNDATION INC (EIN 521346043) - 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

1983

Legal Domicile

Principal Officer

ROBERTA A JACKSON

Phone

5097689851

Tax Period

2024-04-01 to 2025-03-31

DAUGHTERS OF PENELOPE FOUNDATION INC, founded in 1983, is a small nonprofit that reported $120K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $71K, a strong 59% operating margin.

Mission

THE DAUGHTERS OF PENELOPE FOUNDATION, INC. IS AN INDEPENDENT CHARITABLE AFFILIATE OF A WOMENS' FRATERNAL ORGANIZATION, THE DAUGHTERS OF PENELOPE. IT'S MISSION IS TO PROMOTE EDUCATION AND LITERACY THROUGH THE GRANTING OF SCHOLARSHIPS, CONTRIBUTIONS AND EDUCATIONAL SYMPOSIUMS.

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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 $79,768

Program Service Revenue $1,376

Investment Income $38,712

Other Revenue $0

TOTAL REVENUE $119,856

Expense Breakdown

Grants Paid $31,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,728

Other Expenses $17,691

TOTAL EXPENSES $48,791

Year-over-Year Comparison

	2024	2023	Change
Revenue	$119,856	$97,284	+0.2%
Expenses	$48,791	$60,977	-0.2%
Net Income	$71,065	$36,307	+1.0%

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

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
ROBERTA A JACKSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
ANAMARIA ANAGNOSTOU	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
FOTINI CARAGIANNIS	SECRETARY	5.00	Officer Director	$0	$0	$0
JOANNE BOORAS	TREASURER	5.00	Officer Director	$0	$0	$0
KATHERINE KARAFOTIAS	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
SONJA STEFANADIS	FOUNDER PRESIDENT	1.00	Director	$0	$0	$0
VASI KATSIKATHAS	DIRECTOR	1.00	Director	$0	$0	$0
ERIN RYAN	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET PITIRIS	DIRECTOR	1.00	Director	$0	$0	$0
KATHY LELES	DIRECTOR	1.00	Director	$0	$0	$0
DEMI THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
JEANNIE KOUROS	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET DRITSAS	GRAND PRESIDENT DOP	1.00	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
2025	$119,856	$48,791	$1,251,938	$71,065
2024	$97,284	$60,977	$1,115,999	$36,307
2023	$93,997	$34,582	$990,407	$59,415
2022	$74,524	$39,881	$1,058,561	$34,643
2021	$43,715	$43,070	$1,003,812	$645
2020	$77,651	$56,741	$769,423	$20,910
2019	$75,066	$44,937	$869,793	$30,129

DAUGHTERS OF PENELOPE FOUNDATION INC