D & F CHARITY TRUST (EIN 271053416) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

DAWN KNOX

Phone

2565287842

Tax Period

2024-05-01 to 2025-04-30

D & F CHARITY TRUST, founded in 2009, is a small nonprofit in the Education sector that reported $101K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $63K, a strong 62% operating margin.

Mission

THE TRUST'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE MEDICAL ASSISTANCE TO NEEDY PERSONS AND TO FUND SCHOLARSHIPS FOR THE AUBURN UNIVERSITY POULTRY SCIENCE SCHOOL.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $27,407

Program Service Revenue $0

Investment Income $0

Other Revenue $73,293

TOTAL REVENUE $100,700

Expense Breakdown

Grants Paid $35,762

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,762

Other Expenses $2,103

TOTAL EXPENSES $37,865

Year-over-Year Comparison

	2024	2023	Change
Revenue	$100,700	$86,641	+0.2%
Expenses	$37,865	$41,076	-0.1%
Net Income	$62,835	$45,565	+0.4%

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

N/A

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

$1,195,702

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN KNOX	TRUSTEE	2.00	Director	$0	$0	$524,525
ADAM WALKER	TRUSTEE	2.00	Director	$0	$0	$352,882
BARBARA WILLINGHAM	TRUSTEE	2.00	Director	$0	$0	$104,344
LOGAN KNOX	TRUSTEE	2.00	Director	$0	$0	$117,611
MATT DURA	TRUSTEE	2.00	Director	$0	$0	$96,340

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	$100,700	$37,865	$361,220	$62,835

D & F CHARITY TRUST