DAIS PARTNERS

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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

2020

Legal Domicile

Principal Officer

JORDAN STEFFY

Phone

7175877306

Tax Period

2022-01-01 to 2022-12-31

DAIS PARTNERS, founded in 2020, is a small nonprofit in the Civil Rights & Advocacy sector that reported $241K in total revenue in fiscal year 2022.

Mission

WHEN DIVERSE, EQUITABLE, AND INCLUSIVE PRACTICES BECOME INTEGRATED BUSINESS PRINCIPLES, TRUE SOCIAL AND ECONOMIC GROWTH IS POSSIBLE IN EVERY ORGANIZATION.

Program Service Accomplishments

Program 1

Expenses: $195,418 Revenue: $70,750

PROVIDE TRAINING PROGRAMS AND CONSULTING SERVICES TO EDUCATE ORGANIZATIONS ON DIVERSITY, EQUITY, AND INCLUSION IN THE WORKPLACE. TRAINING PROGRAMS ARE TAILORED TO MEET THE SPECIFIC NEEDS OF...

PROVIDE TRAINING PROGRAMS AND CONSULTING SERVICES TO EDUCATE ORGANIZATIONS ON DIVERSITY, EQUITY, AND INCLUSION IN THE WORKPLACE. TRAINING PROGRAMS ARE TAILORED TO MEET THE SPECIFIC NEEDS OF ORGANIZATIONS EXPERIENCING RACIAL DISPARITIES. DAIS HELPS THESE ORGANIZATIONS DEVELOP FRAMEWORKS, POLICIES, AND PROCEDURES TO CREATE AN INCLUSIVE CULTURE THAT WILL HELP RETAIN AND NURTURE DIVERSE TALENT AND MAXIMIZE THE BENEFITS OF A DIVERSE WORKFORCE THROUGHOUT THE ORGANIZATION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $170,000

Program Service Revenue $57,000

Investment Income $0

Other Revenue $13,750

TOTAL REVENUE $240,750

Expense Breakdown

Grants Paid $0

Salaries & Benefits $103,921

Fundraising Expenses $0

Program Expenses $195,418

Other Expenses $131,853

TOTAL EXPENSES $235,774

Year-over-Year Comparison

	2022	2021	Change
Revenue	$240,750	N/A	N/A
Expenses	$235,774	N/A	N/A
Net Income	$4,976	$0	N/A

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

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

$96,154

Total Directors