Daffy Charitable Fund (EIN 863177440) - 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

2021

Legal Domicile

Principal Officer

Adam Nash

Phone

6502095854

Tax Period

2023-01-01 to 2023-12-31

Daffy Charitable Fund, founded in 2021, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $104.4M in total revenue in fiscal year 2023. Revenue surged 456% from the prior year, signaling strong growth momentum. The organization ran a surplus of $94.7M, a strong 91% operating margin.

Mission

At Daffy, our mission is to help people be more generous, more often. Daffy is the Donor-Advised Fund for You, a modern platform and community for charitable giving.

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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 $107,541,486

Program Service Revenue $0

Investment Income $-3,131,340

Other Revenue $13,672

TOTAL REVENUE $104,423,818

Expense Breakdown

Grants Paid $9,663,110

Salaries & Benefits $0

Fundraising Expenses $5,196

Program Expenses $9,739,080

Other Expenses $83,882

TOTAL EXPENSES $9,746,992

Year-over-Year Comparison

	2023	2022	Change
Revenue	$104,423,818	$18,765,502	+4.6%
Expenses	$9,746,992	$3,659,381	+1.7%
Net Income	$94,676,826	$15,106,121	+5.3%

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
Adam Nash	President	1.00	Officer Director	$0	$0	$0
John Lilly	Director	1.00	Director	$0	$0	$0
Minnie Ingersoll	Director	1.00	Director	$0	$0	$0
Edward Park	Treasurer	4.00	Officer	$0	$0	$0
Lorie Lambert	Secretary	1.00	Officer	$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	$104,423,818	$9,746,992	$136,151,980	$94,676,826
2022	$18,765,502	$3,659,381	$20,202,721	$15,106,121
2021	$9,459,488	$224,321	$9,088,563	$9,235,167

Daffy Charitable Fund