DEFENSE EDUCATION TRUST FUND (EIN 521642747) - 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

1989

Legal Domicile

Principal Officer

MAJ GEN JOHN B HASHEM

Phone

2026467728

Tax Period

2024-01-01 to 2024-12-31

DEFENSE EDUCATION TRUST FUND, founded in 1989, is a micro nonprofit in the International Affairs sector that reported $12K in total revenue in fiscal year 2024. Revenue surged 343% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12K, a strong 96% operating margin.

Mission

ESTABLISHED AS THE EDUCATIONAL BRANCH OF THE RESERVE OFFICERS ASSOCIATION, THE DEFENSE EDUCATION FORUM (DEF) STANDS AS THE NATION'S PREMIER SOURCE FOR INFORMATION CONCERNING RESERVE COMPONENT TOPICS AND PRESSING NATIONAL SECURITY ISSUES IMPACTING RESERVE SERVICE MEMBERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $8,172

Program Service Revenue $0

Investment Income $4,147

Other Revenue $0

TOTAL REVENUE $12,319

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $472

TOTAL EXPENSES $472

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,319	$2,779	+3.4%
Expenses	$472	$414	+0.1%
Net Income	$11,847	$2,365	+4.0%

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

$188,569

Total Directors

$188,569

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MG JEFFREY E PHILLIPS USA RET	EXECUTIVE DIRECTOR	5.00	Officer Director	$0	$0	$188,569
LT COL LAYNE R WROBLEWSKI USAF R	PRESIDENT	10.00	Officer Director	$0	$0	$0
COL THOMAS H HUEG USAF RET	TREASURER	1.00	Officer Director	$0	$0	$0
CAPT ROBERT H CARMACK USCG RET	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
LT COL SUSAN E LUKAS USAF RET	AIR FORCE VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
COL MONTI G ZIMMERMAN USA RET	ARMY VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CAPT HENRY E PLIMACK USCGR RET	NAVAL SERVICES VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
COL DONALD C BROWN USAF RET	AIR FORCE EXECUTIVE COMMITTEEMAN	1.00	Officer Director	$0	$0	$0
LT COL JUDY M FORD USAF RET	AIR FORCE EXECUTIVE COMMITTEEMAN	1.00	Officer Director	$0	$0	$0
MAJ R REECE NEWSOME USA RET	ARMY EXECUTIVE COMMITTEEMAN	1.00	Officer Director	$0	$0	$0
COL STANLEY G REMER USA RET	ARMY EXECUTIVE COMMITTEEMAN	1.00	Officer Director	$0	$0	$0
CAPT SAMUEL F WRIGHT USN RET	NAVAL SERVICES EXECUTIVE COMMITTEEMAN	1.00	Officer Director	$0	$0	$0
CDR JOHN N LEONARD USCG RET	NAVAL SERVICES EXECUTIVE COMMITTEEMAN	1.00	Officer Director	$0	$0	$0
MG MARGARET C WILMOTH USA RET	NATIONAL PRESIDENT-ELECT (FROM OCT)	1.00	Officer Director	$0	$0	$0
MAJ JONATHAN SIH USAF	AIR FORCE EXECUTIVE COMMITTEEMAN (FROM OCT)	1.00	Officer Director	$0	$0	$0
MSG KEVIN C HOLLINGER ARNG RET	ARMY EXECUTIVE COMMITTEEMAN (FROM OCT)	1.00	Officer Director	$0	$0	$0
COL WILLIAM L HOLAHAN USMC RET	NAVAL SERVICES EXECUTIVE COMMITTEEMAN (FROM DEC)	1.00	Officer Director	$0	$0	$0
COL ANTHONY K ATLAS SR USA RET	ARMY VICE PRESIDENT (THRU OCT)	1.00	Officer Director	$0	$0	$0
CAPT REBECCA ARANGO USAF	AIR FORCE JR VICE PRESIDENT (THRU DEC)	1.00	Officer Director	$0	$0	$0
CAPT STEVEN J ARANGO USMC	NAVAL SERVICES JR VICE PRESIDENT (THRU DEC)	1.00	Officer Director	$0	$0	$0
COL BARBARA D ORTIZ USAF RET	AIR FORCE EXECUTIVE COMMITTEEMAN (THRU OCT)	1.00	Officer Director	$0	$0	$0
COL SCOTT A WILLIS USMCR	NAVAL SERVICES EXECUTIVE COMMITTEEMAN (THRU OCT)	1.00	Officer Director	$0	$0	$0
LTC HAZEL L ROBINSON USA RET	CHAPLAIN	1.00	Director	$0	$0	$0
CSM TERRY R ATCHISON USA RET	SERGEANT-AT-ARMS	1.00	Director	$0	$0	$0
LTC PETER POWELL JR USAR	HISTORIAN (FROM FEB)	1.00	Director	$0	$0	$0
COL JAMES R SWEENEY II USMC RET	INTERNATIONAL PROGRAMS OFFICER (FROM FEB)	1.00	Director	$0	$0	$0
LT JESSE P SAMLUK USPHS	JUDGE ADVOCATE (FROM SEPT)	1.00	Director	$0	$0	$0
BG LISA DOUMONT USA RET	HEALTH SERVICES OFFICER (THRU MAY)	1.00	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
2024	$12,319	$472	$181,287	$11,847
2023	$2,779	$414	$155,525	$2,365
2022	$1,492	$478	$144,242	$1,014
2022	$2,129	$327	$144,678	$1,802
2021	$18,029	$409	$140,490	$17,620
2020	$22,535	$443	$116,464	$22,092
2019	$12,573	$630	$102,182	$11,943
2018	$5,226	$297	$88,929	$4,929

DEFENSE EDUCATION TRUST FUND