DRG Foundation Charitable Trust (EIN 926168473) - 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

2022

Legal Domicile

Principal Officer

David Brotemarkle

Phone

7074863962

Tax Period

2024-01-01 to 2024-12-31

DRG Foundation Charitable Trust, founded in 2022, is a small nonprofit that reported $398K in total revenue in fiscal year 2024. Revenue fell 70% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $384K, a strong 96% operating margin.

Mission

The Organization's primary exempt purpose is to support The DRG Foundation, a California public charity.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $398,453

Other Revenue $0

TOTAL REVENUE $398,453

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $14,017

TOTAL EXPENSES $14,017

Year-over-Year Comparison

	2024	2023	Change
Revenue	$398,453	$1,316,375	-0.7%
Expenses	$14,017	$99,486	-0.9%
Net Income	$384,436	$1,216,889	-0.7%

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
David Brotemarkle	Trustee	1.00	Officer Director	$0	$0	$0
Bill Dutra	Trustee	0.00	Officer 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	$398,453	$14,017	$11,585,639	$384,436
2023	$1,316,375	$99,486	$11,201,314	$1,216,889

DRG Foundation Charitable Trust