DEGREES OF DIFFERENCE FOUNDATION INC (EIN 872542939) - 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

BRENDAN N DALY

Phone

7814432731

Tax Period

2022-07-01 to 2023-06-30

DEGREES OF DIFFERENCE FOUNDATION INC, founded in 2021, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $32K in total revenue in fiscal year 2022. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $30K left a modest 7% surplus.

Mission

Degrees of Difference is a charitable not-for-profit organization established by Advisor360 that empowers people to positively impact lives. Our mission is to do good by supporting organizations and causes that are important to Advisor360s employees, partners, customers, and the communities in which we live and work.

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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 $32,337

Program Service Revenue $0

Investment Income $7

Other Revenue $0

TOTAL REVENUE $32,344

Expense Breakdown

Grants Paid $29,615

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,615

Other Expenses $381

TOTAL EXPENSES $29,996

Year-over-Year Comparison

	2022	2021	Change
Revenue	$32,344	$40,733	-0.2%
Expenses	$29,996	$34,728	-0.1%
Net Income	$2,348	$6,005	-0.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD NAPOLITANO	CO-CHAIR	10.00	Officer Director	$0	$0	$0
DARREN TEDESCO	CO-CHAIR	10.00	Director	$0	$0	$0
MEREDITH CROUSE	DIRECTOR	1.00	Director	$0	$0	$0
BRENDAN DALY	SECRETARY	10.00	Director	$0	$0	$0
ALEX CUNNINGHAM	DIRECTOR	1.00	Director	$0	$0	$0
ISABELLE COOK	BOARD MEMBER	1.00	Director	$0	$0	$0
MELISSA KOESTER	BOARD MEMBER	1.00	Director	$0	$0	$0
SASA ZOROVIC	TREASURER	10.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$32,344	$29,996	$8,353	$2,348

DEGREES OF DIFFERENCE FOUNDATION INC