DIXON FAMILY FOUNDATION (EIN 364071611) - 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

1995

Legal Domicile

Principal Officer

CHRISTI ANNIN

Phone

4025021122

Tax Period

2025-01-01 to 2025-12-31

DIXON FAMILY FOUNDATION, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.9M in total revenue in fiscal year 2025. Revenue surged 146% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 47% operating margin.

Mission

THE MISSION OF THE FOUNDATION IS TO DISTRIBUTE FUNDS FOR CHARITABLE PURPOSES IN THE AREAS OF CIVIC, CULTURAL, HEALTH, EDUCATION AND SOCIAL SERVICES.

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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 $750,000

Program Service Revenue $0

Investment Income $2,116,970

Other Revenue $9,454

TOTAL REVENUE $2,876,424

Expense Breakdown

Grants Paid $1,190,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,282,621

Other Expenses $336,094

TOTAL EXPENSES $1,526,094

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,876,424	$1,171,429	+1.5%
Expenses	$1,526,094	$969,935	+0.6%
Net Income	$1,350,330	$201,494	+5.7%

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

$652,452

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN A DIXON	CHAIRMAN	1.00	Officer Director	$0	$0	$0
KATHRYN DIXON LAMBERT	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH DIXON	TREASURER	1.00	Officer Director	$0	$0	$0
LINDSEY TONNIGES	DIRECTOR	1.00	Director	$0	$0	$0
ROBYN ROBERTS FREEMAN	DIRECTOR	1.00	Director	$0	$0	$0
SARAH YALE	DIRECTOR	1.00	Director	$0	$0	$0
CJ GUENZEL	DIRECTOR	1.00	Director	$0	$0	$0
CALVIN SISSON	PRESIDENT & CEO	1.00	Officer	$10,982	$12,583	$296,094
RICH EAKIN	VICE PRESIDENT	1.00	Officer	$3,622	$6,743	$100,245
CHRISTI ANNIN	CFO	1.00	Officer	$3,718	$13,196	$109,172
SARAH LOPEZ	SECRETARY	1.00	Officer	$4,428	$8,033	$146,941

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	$2,876,424	$1,526,094	$51,423,797	$1,350,330
2024	$1,171,429	$969,935	$48,122,607	$201,494
2023	$5,696,458	$993,572	$48,231,380	$4,702,886
2022	$1,069,172	$953,563	$46,984,138	$115,609
2021	$2,002,261	$1,582,498	$50,734,621	$419,763
2020	$5,482,067	$924,207	$46,697,228	$4,557,860
2019	$5,455,101	$780,996	$41,719,213	$4,674,105
2018	$4,387,775	$1,303,862	$34,472,844	$3,083,913

DIXON FAMILY FOUNDATION