DZI FOUNDATION (EIN 841595852) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

WENDE VALENTINE

Phone

9706269765

Tax Period

2024-07-01 to 2025-06-30

DZI FOUNDATION, founded in 2001, is a community nonprofit in the Human Services sector that reported $2.1M in total revenue in fiscal year 2024. Expenses of $1.9M left a modest 11% surplus.

Mission

DZI PARTNERS WITH LOCAL COMMUNITIES IN NEPAL TO ACHIEVE SHARED PROSPERITY BY ENSURING ACCESS TO BASIC NEEDS, CATALYZING INCLUSIVE ECONOMIC GROWTH, AND CREATING AN ENVIRONMENT FOR LASTING CHANGE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,092,043

Program Service Revenue $0

Investment Income $18,515

Other Revenue $0

TOTAL REVENUE $2,110,558

Expense Breakdown

Grants Paid $0

Salaries & Benefits $734,776

Fundraising Expenses $225,008

Program Expenses $1,465,159

Other Expenses $1,147,007

TOTAL EXPENSES $1,881,783

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,110,558	$2,000,484	+0.1%
Expenses	$1,881,783	$1,928,073	0.0%
Net Income	$228,775	$72,411	+2.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$129,953

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENT BISHOP	BOARD MEMBER	1.00	Director	$0	$0	$0
BHUMIKA PIYA	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES DUCKWORTH	PRESIDENT	10.00	Officer Director	$0	$0	$0
CHERYL JENSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
KARIN LAPPING	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY MARTIN	VP	2.00	Officer Director	$0	$0	$0
NICOLE SEAWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
ABHAYA SHRESTHA	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW NAMANNY	BOARD MEMBER	1.00	Director	$0	$0	$0
AANCHAL TIWARI	SECRETARY	2.00	Officer Director	$0	$0	$0
HEIKE SOMMER	TREASURER	2.00	Officer Director	$0	$0	$0
KIM LEMME	BOARD MEMBER	1.00	Director	$0	$0	$0
ERNIE PATTERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BOB FAN	BOARD MEMBER	1.00	Director	$0	$0	$0
WENDE VALENTINE	EXECUTIVE DIRECTOR	40.00	Officer	$129,953	$0	$129,953

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	$2,110,558	$1,881,783	$1,139,562	$228,775
2024	$2,000,484	$1,928,073	$933,440	$72,411
2023	$1,543,641	$1,995,280	$825,417	$-451,639
2022	$1,682,946	$1,857,006	$1,246,919	$-174,060
2021	$1,300,036	$1,603,401	$1,480,192	$-303,365
2020	$1,370,593	$1,516,812	$1,799,472	$-146,219
2019	$1,383,049	$1,394,152	$1,849,654	$-11,103
2018	$1,746,818	$1,593,769	$1,835,847	$153,049

DZI FOUNDATION