LORI & DAVID SCOTT 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

1995

Legal Domicile

Principal Officer

W DAVID SCOTT

Phone

4025021122

Tax Period

2023-01-01 to 2023-12-31

LORI & DAVID SCOTT FOUNDATION, founded in 1995, is a community nonprofit that reported $5.5M in total revenue in fiscal year 2023. Revenue surged 780% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.5M, a strong 82% 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

Program Service Accomplishments

Program 1

Expenses: $818,406

THE ORGANIZATION PROVIDES GRANTS TO ELIGIBLE 501C3 ORGANIZATIONS AND GOVERNMENTAL ENTITIES WHO FURTHER THE MISSION OF THE OMAHA COMMUNITY FOUNDATION. THE OMAHA COMMUNITY FOUNDATION'S MISSION IS TO...

THE ORGANIZATION PROVIDES GRANTS TO ELIGIBLE 501C3 ORGANIZATIONS AND GOVERNMENTAL ENTITIES WHO FURTHER THE MISSION OF THE OMAHA COMMUNITY FOUNDATION. THE OMAHA COMMUNITY FOUNDATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE OF THE CITIZENS OF THE GREATER OMAHA AREA BY IDENTIFYING AND ADDRESSING CURRENT ANTICIPATED COMMUNITY NEEDS AND RAISING, MANAGING, AND DISTRIBUTING FUNDS.

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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 $5,000,080

Program Service Revenue $0

Investment Income $485,373

Other Revenue $7,829

TOTAL REVENUE $5,493,282

Expense Breakdown

Grants Paid $751,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $818,406

Other Expenses $226,125

TOTAL EXPENSES $977,925

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,493,282	$624,434	+7.8%
Expenses	$977,925	$579,682	+0.7%
Net Income	$4,515,357	$44,752	+99.9%

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

$1,646,092

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
W DAVID SCOTT	DIRECTOR (CHARIMAN)	1.00	Officer Director	$0	$0	$0
JAMES E LANDEN	DIRECTOR	1.00	Director	$0	$0	$0
LORI SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
JACK R MCDONNELL	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
CALVIN SISSON	PRESIDENT & CEO	1.00	Officer	$0	$35,016	$875,857
RICH EAKIN	VICE PRESIDENT	1.00	Officer	$0	$19,456	$273,967
CHRISTI ANNIN	CFO	1.00	Officer	$0	$38,023	$275,768
LAURA MILLER	SECRETARY	1.00	Officer	$0	$10,500	$220,500

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	$5,493,282	$977,925	$39,031,694	$4,515,357
2022	$624,434	$579,682	$37,805,055	$44,752
2021	$1,263,368	$450,047	$40,121,871	$813,321
2020	$5,045,860	$686,403	$36,363,916	$4,359,457
2019	$5,111,639	$1,407,282	$32,017,613	$3,704,357