Large Unit District Association (EIN 522403462) - 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

2004

Legal Domicile

Principal Officer

Dr John D Burkey

Phone

2175463036

Tax Period

2023-07-01 to 2024-06-30

Large Unit District Association, founded in 2004, is a small nonprofit in the Education sector that reported $763K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $169K, a strong 22% operating margin.

Mission

Professional association for large school districts

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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 $392,500

Program Service Revenue $356,517

Investment Income $13,611

Other Revenue $0

TOTAL REVENUE $762,628

Expense Breakdown

Grants Paid $0

Salaries & Benefits $310,738

Fundraising Expenses $0

Program Expenses $406,168

Other Expenses $282,397

TOTAL EXPENSES $593,135

Year-over-Year Comparison

	2023	2022	Change
Revenue	$762,628	$691,635	+0.1%
Expenses	$593,135	$581,951	+0.0%
Net Income	$169,493	$109,684	+0.5%

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

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

$210,472

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Jeff Schuler	President	1.00	Officer Director	$0	$0	$0
Dr Genevra Walters	Vice-President	1.00	Officer Director	$0	$0	$0
Ms Jennifer Gill	Treasurer	1.00	Officer Director	$0	$0	$0
Dr Donn Mendoza	Secretary	1.00	Officer Director	$0	$0	$0
Dr Shelia Boozer	Member	1.00	Director	$0	$0	$0
Mr Dan Bridges	Member	1.00	Director	$0	$0	$0
Dr Tad Everett	Member	1.00	Director	$0	$0	$0
Dr Ehren Jarrett	President Emeritus	1.00	Director	$0	$0	$0
Dr Sharon Kherat	Member	1.00	Director	$0	$0	$0
Dr Glenn Wood	Member	1.00	Director	$0	$0	$0
Dr Terrell Yarbrough	Member	1.00	Director	$0	$0	$0
Dr John Burkey	Executive Director	40.00	Officer	$210,472	$0	$210,472

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	$762,628	$593,135	$1,116,467	$169,493
2023	$691,635	$581,951	$916,897	$109,684
2022	$583,888	$486,807	$524,938	$97,081
2021	$310,591	$299,763	$411,853	$10,828
2020	$539,506	$401,140	$343,898	$138,366
2019	$462,516	$445,460	$357,999	$17,056
2018	$430,447	$502,279	$251,622	$-71,832

Large Unit District Association