Disabled American Veterans (DAV) Charitable Service Trust (EIN 521521276) - 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

1986

Legal Domicile

Phone

8594417300

Tax Period

2024-01-01 to 2024-12-31

Disabled American Veterans (DAV) Charitable Service Trust, founded in 1986, is a mid-sized nonprofit in the Public & Societal Benefit sector that reported $20.8M in total revenue in fiscal year 2024. The organization ran a surplus of $9.4M, a strong 45% operating margin.

Mission

EMPOWERING VETERANS TO LEAD HIGH-QUALITY LIVES WITH RESPECT AND DIGNITY. SEE PART III.

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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 $17,598,710

Program Service Revenue $0

Investment Income $3,201,740

Other Revenue $0

TOTAL REVENUE $20,800,450

Expense Breakdown

Grants Paid $10,917,539

Salaries & Benefits $0

Fundraising Expenses $92,068

Program Expenses $11,024,245

Other Expenses $492,816

TOTAL EXPENSES $11,410,355

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,800,450	$20,220,279	+0.0%
Expenses	$11,410,355	$21,964,289	-0.5%
Net Income	$9,390,095	$-1,744,010	-6.4%

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

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
BARRY A JESINOSKI	VICE PRESIDENT	6.0	Officer Director	$0	$0	$0
DENNIS R NIXON	SECRETARY/TREASURER	6.0	Officer Director	$0	$0	$0
J MARC BURGESS	Director (1/24-8/24), PRESIDENT (8/24-12/24)	6.0	Officer Director	$0	$0	$0
RICHARD E MARBES	PRESIDENT (1/24-8/24)	6.0	Officer Director	$0	$0	$0
DANIEL CONTRERAS	DIRECTOR (8/24-12/24)	4.0	Director	$0	$0	$0
DANNY OLIVER	DIRECTOR	4.0	Director	$0	$0	$0
DENICE T WILLIAMS	DIRECTOR	4.0	Director	$0	$0	$0
KIM K HUBERS	DIRECTOR	4.0	Director	$0	$0	$0
NANCY G ESPINOSA	DIRECTOR (1/24-8/24)	4.0	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	$20,800,450	$11,410,355	$77,256,489	$9,390,095
2023	$20,220,279	$21,964,289	$61,885,409	$-1,744,010
2022	$20,254,210	$10,354,150	$56,720,432	$9,900,060
2021	$21,266,014	$7,123,396	$56,693,498	$14,142,618
2020	$11,195,394	$7,619,533	$44,402,343	$3,575,861
2019	$11,550,429	$9,269,377	$39,250,220	$2,281,052
2018	$12,785,220	$9,062,111	$33,382,028	$3,723,109

Disabled American Veterans (DAV) Charitable Service Trust