DAVIE SCHOOL FOUNDATION INC (EIN 592457558) - 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

1984

Legal Domicile

Principal Officer

LESLIE SCHROEDER

Phone

9547971044

Tax Period

2024-08-01 to 2025-07-31

DAVIE SCHOOL FOUNDATION INC, founded in 1984, is a small nonprofit that reported $466K in total revenue in fiscal year 2024. The organization ran a surplus of $93K, a strong 20% operating margin.

Mission

THE MISSION OF THE OLD DAVIE SCHOOL HISTORICAL MUSEUM IS TO COLLECT, PRESERVE, INTERPRET AND EDUCATE PEOPLE ABOUT THE HERITAGE, CULTURE, AND HISTORY OF THE DAVIE COMMUNITY AND WESTERN BROWARD COUNTY.

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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 $168,759

Program Service Revenue $246,226

Investment Income $34,313

Other Revenue $16,529

TOTAL REVENUE $465,827

Expense Breakdown

Grants Paid $0

Salaries & Benefits $218,904

Fundraising Expenses $9,848

Program Expenses $329,358

Other Expenses $149,973

TOTAL EXPENSES $373,277

Year-over-Year Comparison

	2024	2023	Change
Revenue	$465,827	$482,501	0.0%
Expenses	$373,277	$390,416	0.0%
Net Income	$92,550	$92,085	+0.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL CROWLEY	DIRECTOR	5.00	Officer Director	$0	$0	$0
ANGIE LETO	DIRECTOR	5.00	Officer Director	$0	$0	$0
TOM GILL	DIRECTOR	0.00	Officer Director	$0	$0	$0
SCOTT MCLAUGHLIN	DIRECTOR	5.00	Director	$0	$0	$0
DIANNE AUCAMP	DIRECTOR	5.00	Director	$0	$0	$0
KATHY COX	DIRECTOR	5.00	Director	$0	$0	$0
NEAL KALIS	DIRECTOR	5.00	Director	$0	$0	$0
MARTY KIAR	DIRECTOR	5.00	Director	$0	$0	$0
CLIFF LOCKWOOD	DIRECTOR	5.00	Director	$0	$0	$0
BARBARA MCCALL	DIRECTOR	5.00	Director	$0	$0	$0
JUDY PAUL	DIRECTOR	5.00	Director	$0	$0	$0
MICHELE VANDER LINDE	DIRECTOR	5.00	Officer Director	$0	$0	$0
DANIELLE REINALDO	DIRECTOR	5.00	Director	$0	$0	$0
JANICE STRICKLAND	DIRECTOR	5.00	Director	$0	$0	$0
LESLIE SCHROEDER	DIRECTOR	40.00	Officer	$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
2025	$465,827	$373,277	$1,356,533	$92,550
2024	$482,501	$390,416	$1,261,081	$92,085
2023	$474,417	$387,061	$1,172,132	$87,356
2022	$484,278	$361,154	$1,088,168	$123,124
2021	$384,345	$259,507	$1,001,172	$124,838
2020	$256,836	$342,011	$932,342	$-85,175

DAVIE SCHOOL FOUNDATION INC