Desk & Derrick Educational Trust (EIN 731169595) - 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

1982

Legal Domicile

Principal Officer

Diana Walker

Phone

9406360971

Tax Period

2024-07-01 to 2025-06-30

Desk & Derrick Educational Trust, founded in 1982, is a micro nonprofit in the Education sector that reported $20K in total revenue in fiscal year 2024. Expenses of $25K exceeded revenue, resulting in a 26% operating deficit.

Mission

TO PROVIDE COLLEGE SCHOLARSHIPS TO QUALIFYING STUDENTS.

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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 $1,355

Program Service Revenue $0

Investment Income $18,489

Other Revenue $0

TOTAL REVENUE $19,844

Expense Breakdown

Grants Paid $18,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,182

Other Expenses $7,078

TOTAL EXPENSES $25,078

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,844	$19,366	+0.0%
Expenses	$25,078	$25,637	0.0%
Net Income	$-5,234	$-6,271	-0.2%

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

N/A

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
Jamie Sabata	Treasurer	15.00	Director	$0	$0	$0
Diana Walker	Chairman	15.00	Officer	$0	$0	$0
Melissa Thibodeaux	Vice Chairman	5.00	Officer	$0	$0	$0
Carrie MacMullin	Corresponding Secretary	5.00	Officer	$0	$0	$0
Kelli Hiltbrand	Recording Secretary	5.00	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	$19,844	$25,078	$609,785	$-5,234
2024	$19,366	$25,637	$580,194	$-6,271
2023	$9,598	$20,127	$546,926	$-10,529
2022	$13,136	$23,719	$514,346	$-10,583
2021	$40,079	$19,038	$632,861	$21,041
2020	$1,342	$23,706	$525,413	$-22,364
2019	$16,578	$13,616	$547,341	$2,962
2018	$11,768	$22,586	$519,549	$-10,818

Desk & Derrick Educational Trust