DAVIDSON NICELY ASSOCIATE ASSISTANCE FUND (EIN 814803325) - 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

SUHASINI CETLUR

Phone

2405416023

Tax Period

2023-01-01 to 2023-12-31

DAVIDSON NICELY ASSOCIATE ASSISTANCE FUND, founded in 2016, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $423K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $873K exceeded revenue, resulting in a 106% operating deficit.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE IMMEDIATE FINANCIAL SUPPORT TO GEICO ASSOCIATES AND THEIR FAMILIES DURING TIMES OF DISASTER AND WHEN SPECIFIC UNEXPECTED EMERGENCY ECONOMIC HARDSHIP EVENTS OCCUR.

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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 $313,234

Program Service Revenue $0

Investment Income $110,117

Other Revenue $0

TOTAL REVENUE $423,351

Expense Breakdown

Grants Paid $825,527

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $825,527

Other Expenses $47,896

TOTAL EXPENSES $873,423

Year-over-Year Comparison

	2023	2022	Change
Revenue	$423,351	$516,950	-0.2%
Expenses	$873,423	$1,016,698	-0.1%
Net Income	$-450,072	$-499,748	-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

N/A

Employees

N/A

Volunteers

N/A

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
AMY WOLFE	PRESIDENT & CHAIRWOMAN	0.5	Officer Director	$0	$0	$0
MELISSA GALLARO	DIRECTOR	0.5	Director	$0	$0	$0
TANGELA RICHTER	DIRECTOR	0.5	Director	$0	$0	$0
ALISON FAZIO	DIRECTOR	0.5	Director	$0	$0	$0
DAMON BURRELL	DIRECTOR	0.5	Director	$0	$0	$0
VICTORIA VRON	SECRETARY	0.5	Officer Director	$0	$0	$0
SUHASINI CETLUR	TREASURER	0.5	Officer	$0	$0	$0
CHRISTOPHER NOWACK	SECRETARY	0.5		$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	$423,351	$873,423	$49,251,365	$-450,072
2022	$516,950	$1,016,698	$43,229,549	$-499,748
2021	$187,532	$664,125	$42,773,468	$-476,593
2020	$685,829	$789,706	$33,658,675	$-103,877
2019	$98,575	$775,745	$33,029,730	$-677,170

DAVIDSON NICELY ASSOCIATE ASSISTANCE FUND