THE GRAEME MCDANIEL FOUNDATION (EIN 872237264) - 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

STEPHANIE MCDANIEL

Phone

8322219116

Tax Period

2025-01-01 to 2025-12-31

THE GRAEME MCDANIEL FOUNDATION, founded in 2021, is a small nonprofit in the Medical Research sector that reported $893K in total revenue in fiscal year 2025. Revenue surged 31% from the prior year, signaling strong growth momentum.

Mission

THE GRAEME MCDANIEL FOUNDATION IS DEDICATED TO FUNDING CONGENITAL HEART DEFECT RESEARCH AND SUPPORTING HEART FAMILIES IN A CHARITABLE CAPACITY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $317,572

Program Service Revenue $0

Investment Income $16,655

Other Revenue $558,786

TOTAL REVENUE $893,013

Expense Breakdown

Grants Paid $960,950

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $960,950

Other Expenses $13,028

TOTAL EXPENSES $973,978

Year-over-Year Comparison

	2025	2024	Change
Revenue	$893,013	$682,360	+0.3%
Expenses	$973,978	$9,416	+102.4%
Net Income	$-80,965	$672,944	-1.1%

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

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
STEPHANIE MCDANIEL	PRESIDENT & CEO	30.00	Officer Director	$0	$0	$0
ROBBY MCDANIEL	CHAIRMAN OF THE BOARD	3.00	Officer Director	$0	$0	$0
JOSH VERBOUT	BOARD MEMBER	1.00	Director	$0	$0	$0
SAMMY MCDANIEL	BOARD MEMBER	1.00	Director	$0	$0	$0
JERRY VERBOUT	BOARD MEMBER	1.00	Director	$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
2025	$893,013	$973,978	$810,893	$-80,965
2024	$489,479	$415,893	$218,914	$73,586
2024	$682,360	$9,416	$891,858	$672,944
2023	$333,567	$306,660	$145,328	$26,907
2022	$169,880	$51,459	$118,421	$118,421

THE GRAEME MCDANIEL FOUNDATION