DAVISON EDUCATIONAL FOUNDATION

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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

2007

Legal Domicile

Principal Officer

TODD FERGUSON

Phone

8105910801

Tax Period

2023-01-01 to 2023-12-31

DAVISON EDUCATIONAL FOUNDATION, founded in 2007, is a micro nonprofit in the Education sector that reported $87K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. Expenses of $77K left a modest 11% surplus.

Mission

THE FOUNDATION'S PURPOSE IS TO ACCUMULATE ASSETS AND EXPEND THEM IN SUPPORT OF VARIOUS ACTIVITIES OF DAVISON COMMUNITY SCHOOLS SUCH AS TEACHER MINI- GRANTS, PROFESSIONAL SCHOLARSHIPS AND SUPPORT OF OTHER MISCELLANEOUS PROGRAMS OF THE SCHOOLS.

Program Service Accomplishments

Program 1

Expenses: $10,338

PROGRAM EXPENSES ARE IN SUPPORT OF DAVISON COMMUNITY SCHOOLS PROGRAMS THROUGH MINI-GRANTS, EMPLOYEE RECOGNITION AND VARIOUS SCHOLARSHIP ACTIVITIES

Program 2

Expenses: $55,600

THE BEN AND EDNA DIEHL TRUST PROVIDES SCHOLARHIPS FOR DAVISON COMMUNITY SCHOOLS BUSINESS EDUCATION STUDENTS TO ENABLE THEM TO CONTINUE THEIR EDUCATION BEYOND HIGH SCHOOL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $15,584

Program Service Revenue $0

Investment Income $71,162

Other Revenue $0

TOTAL REVENUE $86,746

Expense Breakdown

Grants Paid $55,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,938

Other Expenses $21,221

TOTAL EXPENSES $76,821

Year-over-Year Comparison

	2023	2022	Change
Revenue	$86,746	$91,613	-0.1%
Expenses	$76,821	$62,314	+0.2%
Net Income	$9,925	$29,299	-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
TODD FERGUSON	PRESIDENT	0.50	Officer Director	$0	$0	$0
LORI TALLMAN	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
KURTIS MCMAHAN	TREASURER	0.50	Officer Director	$0	$0	$0
MICHELLE EDWARDS	SECRETARY	0.50	Officer Director	$0	$0	$0
MATT LOBBAN	SUPERINTENDE	0.50	Director	$0	$0	$0
LORI O'BRIEN	TRUSTEE	0.50	Director	$0	$0	$0
CAROL DOWSETT	TRUSTEE	0.50	Director	$0	$0	$0
DIANE RHINES	TRUSTEE	0.50	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	$86,746	$76,821	$1,637,502	$9,925
2022	$91,613	$62,314	$1,627,577	$29,299
2021	$80,430	$52,277	$1,598,278	$28,153
2020	$71,209	$22,190	$1,532,139	$49,019
2019	$108,531	$80,418	$1,483,120	$28,113
2018	$86,834	$88,228	$1,455,007	$-1,394