DANIEL FOUNDATION INC

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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 FOUNDATION INC, founded in 1989, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $400K in total revenue in fiscal year 2024. Revenue surged 75% from the prior year, signaling strong growth momentum. The organization ran a surplus of $342K, a strong 85% operating margin.

Mission

DANIEL FOUNDATION EXISTS TO SEE THE FURTHERANCE OF CHARITABLE, SCIENTIFIC, AND EDUCATION ACTIVITIES IN THE LOCAL COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $20,100

TO PROVIDE COLLEGE SCHOLARSHIPS TO THE CLIENTS OF DANIEL MEMORIALINC. FOR FISCAL YEAR 2024-2025, 8 REQUESTS FOR SCHOLARSHIPS WAS RECEIVED.

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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 $1,517

Program Service Revenue $0

Investment Income $398,777

Other Revenue $0

TOTAL REVENUE $400,294

Expense Breakdown

Grants Paid $20,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,100

Other Expenses $38,459

TOTAL EXPENSES $58,559

Year-over-Year Comparison

	2024	2023	Change
Revenue	$400,294	$228,757	+0.7%
Expenses	$58,559	$44,732	+0.3%
Net Income	$341,735	$184,025	+0.9%

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
BARRY HALL	BOARD MEMBER	1.00	Director	$0	$0	$0
BESTY C COX	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN COUGHLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
C JEANINE FICKLING	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINE SWEET	BOARD MEMBER	1.00	Director	$0	$0	$0
CLARENCE HOUSTON	BOARD MEMBER	1.00	Director	$0	$0	$0
DAN JACKSON	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID R ASHLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID WINSLOW	BOARD MEMBER	1.00	Director	$0	$0	$0
DR MATTHEW ROBINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIN COLLEDGE	BOARD MEMBER	1.00	Director	$0	$0	$0
HONORABLE TIMOTHY J CORRIGAN	VICE-CHAIRMAN	1.00	Officer Director	$0	$0	$0
J MATT ENGLAND	BOARD MEMBER	1.00	Director	$0	$0	$0
JACKIE COOK	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES PEAVEY JR	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM GRIFFIN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN-PAUL SAENZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JONI POITIER	BOARD MEMBER	1.00	Director	$0	$0	$0
JORDAN MCCRARY	BOARD MEMBER	1.00	Director	$0	$0	$0
JUSTIN MARYAK	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHRYN MCKIE	BOARD MEMBER	1.00	Director	$0	$0	$0
KIRBY H GRIFFIN	BOARD MEMBER	1.00	Director	$0	$0	$0
LEWIS HUNTER	BOARD MEMBER	1.00	Director	$0	$0	$0
PAULA WRIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
PHILLIP A BUHLER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
SHEPERD COLLEDGE	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN J BATEH	SECRETARY	1.00	Officer Director	$0	$0	$0
FELIPE PIA	CFO	4.00	Officer	$0	$1,734	$137,673
LESLEY WELLS	PRESIDENT/CEO	4.00	Officer	$0	$2,980	$165,280

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	$400,294	$58,559	$5,378,744	$341,735
2024	$228,757	$44,732	$4,947,239	$184,025
2023	$219,163	$32,980	$4,560,003	$186,183
2022	$215,809	$33,999	$4,219,451	$181,810
2021	$300,250	$79,290	$4,940,773	$220,960
2020	$451,065	$74,855	$4,090,868	$376,210
2019	$328,190	$101,642	$4,036,978	$226,548
2018	$713,650	$480,105	$4,047,781	$233,545