DAISY JOPLING FOUNDATION (EIN 611660881) - 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

2011

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

DAISY JOPLING FOUNDATION, founded in 2011, is a small nonprofit in the Arts, Culture & Humanities sector that reported $506K in total revenue in fiscal year 2024. Revenue surged 120% from the prior year, signaling strong growth momentum. The organization ran a surplus of $103K, a strong 20% operating margin.

Mission

PROVIDING TUITION FREE QUALITY PROGRAMS FOR THOUSANDS OF YOUTH, PROVIDING OPPORTUNITIES FOR STUDENT MENTORING AND PERFORMANCE WITH WORLD-CLASS MUSICIANS ON WORLD STAGES. PROVIDING A VARIETY OF MASTER-CLASS PROGRAMS AND ON-STAGE PERFORMANCES WITH WORLD-CLASS MENTOR MUSICIANS.

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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 $459,313

Program Service Revenue $44,427

Investment Income $2,044

Other Revenue $0

TOTAL REVENUE $505,784

Expense Breakdown

Grants Paid $0

Salaries & Benefits $108,263

Fundraising Expenses $0

Program Expenses $397,791

Other Expenses $294,048

TOTAL EXPENSES $402,311

Year-over-Year Comparison

	2024	2023	Change
Revenue	$505,784	$229,608	+1.2%
Expenses	$402,311	$188,583	+1.1%
Net Income	$103,473	$41,025	+1.5%

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

$62,500

Total Directors

$100,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAISY JOPLING	CHAIR	20.00	Officer Director	$62,500	$0	$62,500
DEB MILONE	Director	2.00	Director	$37,500	$0	$37,500
DON FELDMAN	Vice President	2.00	Director	$0	$0	$0
ERROL RAPPAPORT	Director	2.00	Director	$0	$0	$0
MICKIE O'CONNOR	Secretary	2.00	Director	$0	$0	$0
BARBARA BODNAR	Director	2.00	Director	$0	$0	$0
BARBARA KERASIOTES	President	2.00	Director	$0	$0	$0
LINDA MURPHY	Treasurer	2.00	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	No data	No data	No data	No data
2024	$505,784	$402,311	$124,720	$103,473
2023	$229,608	$188,583	$55,086	$41,025

DAISY JOPLING FOUNDATION