Trevor Wade Daniel Foundation

Nonprofit profile at a glance

EIN
874139371
IRS 990-EZ coverage
2021–2024
Forms available
Form 990-EZ 2024
Location
Greenville, TX, USA
Phone
9729789858
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Family Services

Official website

Reported finances

Revenue
$71,117
Expenses
$39,827
Assets
$56,272

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • KAM DANIEL (PRESIDENT)

People named in this filing

  • KAM DANIEL (PRESIDENT)
  • SERRY WACASEY (SECRETARY DIRECTOR)
  • LYNN DANIEL (CHAIRMAN DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide family services to families of inpatient children from multiple hospitals including: childrens hospital (dallas, tx) dell childrens hospital (austin, tx), Texas childrens hospital (houston, tx) st. Lukes hospital (boise, id) and childrens hospital (birmingham, al)

What it reported doing in 2024

The Trevor Wade Daniel Foundation provided financial assistance to 51 pediatric oncology patientsacross four hospitals. We alsodelivered 75 holiday bags to patients during the holdiays.

Operating model

Revenue model
Donor-supported. 71% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 61
  • Transparency & Controls: 100
  • Sustainability: 65
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 46.8%; rating input score 47
  • Program expense ratio: 83.6%; rating input score 84

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 44%; rating input score 89; 89th percentile among comparable filings
  • Total-asset coverage ratio: 1.41; rating input score 56; 56th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 48.9% per year; rating input score 100; 93rd percentile among comparable filings
  • Revenue growth: 32.6% per year; rating input score 100; 94th percentile among comparable filings
  • Asset growth: 39.1% per year; rating input score 100; 94th percentile among comparable filings

Details

  • Where the money goes: 46.8% of revenue deployed · 83.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $33K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 4 filing years from 2021 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 47/100.
  • Review — Sustainability: Total-asset coverage ratio scored 56/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.