DANIELLA MOFFSON FOUNDATION INC (EIN 814377041) - 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

2016

Legal Domicile

Principal Officer

SHEERA MICHAEL

Phone

9177634066

Tax Period

2023-01-01 to 2023-12-31

DANIELLA MOFFSON FOUNDATION INC, founded in 2016, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $190K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $169K left a modest 11% surplus.

Mission

THE FOUNDATION IDENTIFIES PROJECTS AND PROGRAMS THAT EMULATE DANIELLA MOFFSON'S DEVOTION TO HELPING THOSE IN NEED AND PERFORMING ACTS OF KINDNESS FOR THOSE WHO ARE STRUGGLING WITH CHALLENGES AND DIFFICULTIES.THROUGH GRANTMAKING TO OTHER ORGANIZATIONS AS WELL AS THE CONDUCT OF ITS OWN DIRECT PROGRAMMING, THE FOUNDATION SPECIFICALLY AIMS TO EMPOWER YOUNG ADULTS TO EMULATE DANIELLA AND PURSUE A LIFELONG ENGAGEMENT IN COMMUNAL ACTIVITIES AND VOLUNTEER OPPORTUNITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $181,765

Program Service Revenue $0

Investment Income $27,262

Other Revenue $-18,630

TOTAL REVENUE $190,397

Expense Breakdown

Grants Paid $153,288

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $153,288

Other Expenses $15,387

TOTAL EXPENSES $168,675

Year-over-Year Comparison

	2023	2022	Change
Revenue	$190,397	$138,596	+0.4%
Expenses	$168,675	$113,800	+0.5%
Net Income	$21,722	$24,796	-0.1%

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
SHEERA MICHAEL	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
MICHAEL MOFFSON	VICE-PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
RAQUEL COHEN	DIRECTOR	1.00	Director	$0	$0	$0
ALEX MOFFSON	DIRECTOR	0.08	Director	$0	$0	$0
SAMUEL L KATZ	DIRECTOR	0.12	Director	$0	$0	$0
KENNETH ASCHENDORF	TREASURER/DIRECTOR	0.29	Officer Director	$0	$0	$0
WILMA ASCHENDORF	DIRECTOR	0.15	Director	$0	$0	$0
HELENE FELDMAN	DIRECTOR	0.12	Director	$0	$0	$0
SHERRY COHEN	DIRECTOR	0.12	Director	$0	$0	$0
JOANNE STERNLIEB	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN STEIN	DIRECTOR	0.19	Director	$0	$0	$0
ESTHER CHETRIT	DIRECTOR	0.12	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	No data	No data	No data	No data
2023	$190,397	$168,675	$741,051	$21,722
2022	$138,596	$113,800	$717,829	$24,796
2021	$101,530	$159,796	$709,811	$-58,266
2020	$110,131	$204,685	$768,077	$-94,554
2019	$160,046	$21,098	$844,853	$138,948
2018	$224,767	$122,692	$712,582	$102,075
2017	$391,876	$9,236	$619,284	$382,640

DANIELLA MOFFSON FOUNDATION INC