DANIEL MEMORIAL PROPERTIES INC (EIN 592953527) - 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

FELIPE PIA

Phone

9042961055

Tax Period

2024-07-01 to 2025-06-30

DANIEL MEMORIAL PROPERTIES INC, founded in 1989, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $382K, a strong 33% operating margin.

Mission

DANIEL MEMORIAL PROPERTIES EXISTS FOR THE PURPOSE OF HOLDING TITLE TO PROPERTY USED EXCLUSIVELY FOR EDUCATIONAL, LITERARY, SCIENTIFIC OR CHARITABLE ACTIVITIES IN THE LOCAL 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 $544,684

Program Service Revenue $557,516

Investment Income $41,319

Other Revenue $0

TOTAL REVENUE $1,143,519

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $761,146

TOTAL EXPENSES $761,146

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,143,519	$848,946	+0.3%
Expenses	$761,146	$684,267	+0.1%
Net Income	$382,373	$164,679	+1.3%

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

$302,953

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY J CORRIGAN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
SUSAN J BATEH	SECRETARY	1.00	Officer Director	$0	$0	$0
PHILLIP A BUHLER	VICE-CHAIRMAN	1.00	Officer Director	$0	$0	$0
DAN JACKSON	TREASURER	1.00	Officer Director	$0	$0	$0
LESLEY WELLS	PRESIDENT/CEO	4.00	Officer	$0	$2,980	$165,280
FELIPE PIA	CFO	4.00	Officer	$0	$1,734	$137,673

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	$1,143,519	$761,146	$8,019,156	$382,373
2024	No data	No data	No data	No data
2023	$1,017,130	$656,906	$6,029,138	$360,224
2022	$968,841	$662,145	$5,610,142	$306,696
2021	$1,658,716	$613,720	$5,783,246	$1,044,996
2020	$532,933	$626,917	$5,636,384	$-93,984
2019	$628,199	$622,028	$4,946,135	$6,171
2018	$609,146	$698,134	$4,703,875	$-88,988

DANIEL MEMORIAL PROPERTIES INC