DPM ASSET MANAGEMENT INC (EIN 843891903) - 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

2019

Legal Domicile

Principal Officer

CHRIS DYER

Phone

2547571024

Tax Period

2023-01-01 to 2023-12-31

DPM ASSET MANAGEMENT INC, founded in 2019, is a small nonprofit in the Arts, Culture & Humanities sector that reported $500K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $464K, a strong 93% operating margin.

Mission

TO HOLD TITLE TO PROPERTY, COLLECT INCOME THEREFROM, AND TURN OVER THE ENTIRE AMOUNT, LESS EXPENSES TO THE DR PEPPER MUSEUM AND FREE ENTERPRISE INSTITUTE.

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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 $0

Program Service Revenue $0

Investment Income $1,451

Other Revenue $498,246

TOTAL REVENUE $499,697

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $35,218

TOTAL EXPENSES $35,218

Year-over-Year Comparison

	2023	2022	Change
Revenue	$499,697	$451,812	+0.1%
Expenses	$35,218	$7,382	+3.8%
Net Income	$464,479	$444,430	+0.0%

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

$249,546

Total Directors

$167,183

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS DYER	PRESIDENT	2.00	Officer Director	$0	$12,143	$167,183
STEWART KELLY	DIRECTOR	0.10	Director	$0	$0	$0
GEORGE CHASE	DIRECTOR	0.10	Director	$0	$0	$0
MARCUS BROOKS	DIRECTOR	0.10	Director	$0	$0	$0
JAMES CLIFTON	DIRECTOR	0.10	Director	$0	$0	$0
JOY SUMMER-SMITH	SECRETARY	5.00	Officer	$0	$0	$0
JEWELL ARMSTRONG	TREASURER	5.00	Officer	$0	$4,491	$82,363

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	$499,697	$35,218	$5,562,151	$464,479
2022	$451,812	$7,382	$5,502,403	$444,430
2021	$372,861	$11,810	$5,362,656	$361,051
2020	$-189,725	$6,468	$4,654,946	$-196,193

DPM ASSET MANAGEMENT INC