DAISY FOUNDATION (EIN 912009739) - 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

1999

Legal Domicile

Principal Officer

Peter Maher

Phone

4155952557

Tax Period

2025-01-01 to 2025-12-31

DAISY FOUNDATION, founded in 1999, is a community nonprofit in the Health Care sector that reported $5.1M in total revenue in fiscal year 2025. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $4.6M left a modest 9% surplus.

Mission

Organize and Manage a Nursing Excellence Awards program and to issue various Nursing Research Grants

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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 $886,024

Program Service Revenue $0

Investment Income $911,128

Other Revenue $3,302,260

TOTAL REVENUE $5,099,412

Expense Breakdown

Grants Paid $181,410

Salaries & Benefits $2,634,971

Fundraising Expenses $0

Program Expenses $2,706,858

Other Expenses $1,814,072

TOTAL EXPENSES $4,630,453

Year-over-Year Comparison

	2025	2024	Change
Revenue	$5,099,412	$4,326,707	+0.2%
Expenses	$4,630,453	$4,174,507	+0.1%
Net Income	$468,959	$152,200	+2.1%

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

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

$645,000

Total Directors

$740,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bonnie Barnes	Chairperson of the Board	40.00	Officer Director	$135,000	$0	$135,000
Deborah Zimmermann	CEO	40.00	Officer Director	$400,000	$0	$400,000
Melissa Barnes	VP Operations	40.00	Officer Director	$110,000	$0	$110,000
Tena Barnes Carraher	VP Marketing	40.00	Director	$95,000	$0	$95,000

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	$5,099,412	$4,630,453	$6,021,366	$468,959
2024	$4,326,707	$4,174,507	$5,552,407	$152,200
2023	$3,546,392	$2,967,890	$5,400,207	$578,502
2022	$4,733,142	$3,773,624	$4,821,705	$959,518
2021	$2,561,341	$2,276,263	$3,862,187	$285,078

DAISY FOUNDATION