DAVEY OBRIEN FOUNDATION (EIN 751620423) - 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

1977

Legal Domicile

Principal Officer

KENDALL CASON ILES

Phone

8173383488

Tax Period

2024-04-01 to 2025-03-31

DAVEY OBRIEN FOUNDATION, founded in 1977, is a small nonprofit that reported $463K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $107K, a strong 23% operating margin.

Mission

THE PURPOSE OF THE DAVEY O'BRIEN FOUNDATION IS TO RECOGNIZE OUTSTANDING STUDENT-ATHLETES FOR THEIR ACHIEVEMENTS BOTH ON AND OFF THE FIELD THROUGH THE FOUNDATION'S VARIOUS AWARDS PROGRAMS. SINCE 1977, THE FOUNDATION HAS GIVEN AWAY MORE THAN $1,374,500 IN SCHOLARSHIPS.

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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 $488,889

Program Service Revenue $0

Investment Income $68,425

Other Revenue $-94,379

TOTAL REVENUE $462,935

Expense Breakdown

Grants Paid $42,000

Salaries & Benefits $213,626

Fundraising Expenses $63,661

Program Expenses $176,743

Other Expenses $100,533

TOTAL EXPENSES $356,159

Year-over-Year Comparison

	2024	2023	Change
Revenue	$462,935	$327,231	+0.4%
Expenses	$356,159	$361,549	0.0%
Net Income	$106,776	$-34,318	-4.1%

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

$101,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENDALL CASON ILES	Executive Dir.	40.00	Officer	$101,800	$0	$101,800
DAN BENNETT	Director	1.00	Director	$0	$0	$0
BRANT B RINGLER	Director	1.00	Director	$0	$0	$0
BILL THORNTON	Director	1.00	Director	$0	$0	$0
CHRIS GAVRAS	Director	1.00	Director	$0	$0	$0
CONCHO MINICK	Director	1.00	Director	$0	$0	$0
WALTER LITTLEJOHN	Director	1.00	Director	$0	$0	$0
DAVID O'BRIEN JR	Director	1.00	Director	$0	$0	$0
MIKE PAVELL	Director	1.00	Director	$0	$0	$0
THOMAS SMITH	Director	1.00	Director	$0	$0	$0
DR JAMIE WALKER ERWIN	Director	1.00	Director	$0	$0	$0
HADLEY WOERNER	Director	1.00	Director	$0	$0	$0
STEVE LLEWELLYN	Director	1.00	Director	$0	$0	$0
DR FIELD SCOVELL III	Director	1.00	Director	$0	$0	$0
ERIC HYMAN	Director	1.00	Director	$0	$0	$0
MICHAEL FLYNN	Director	1.00	Director	$0	$0	$0
JOHN COCKRELL	Director	1.00	Director	$0	$0	$0
PAM DRENNER	Director	1.00	Director	$0	$0	$0
DR CHIP BROWN JR MD	Director	1.00	Director	$0	$0	$0
JIM LACAMP	Director	1.00	Director	$0	$0	$0
LARRY ANFIN	Director	1.00	Director	$0	$0	$0
RUSTY ANDERSON	Director	1.00	Director	$0	$0	$0
KYLE POULSON	Director	1.00	Director	$0	$0	$0
JACK JACKSON	Treasurer	1.00	Officer Director	$0	$0	$0
JOE LANCARTE	Director	1.00	Director	$0	$0	$0
BRIAN ESTRIDGE	Director	1.00	Director	$0	$0	$0
JOEL SHARP	Secretary	1.00	Officer Director	$0	$0	$0
PAUL W GREENWELL	President	1.00	Officer Director	$0	$0	$0
PAT EVANS	Director	1.00	Director	$0	$0	$0
RUSTY REID	1ST VICE PRES	1.00	Officer Director	$0	$0	$0
BOBBY MCGEE	Director	1.00	Director	$0	$0	$0
TODD BLOUIN	2ND VICE PRES	1.00	Officer Director	$0	$0	$0
STEVE BOMA	Director	1.00	Director	$0	$0	$0
KASEY PIPES	Director	1.00	Director	$0	$0	$0
SHAY GIPSON	Director	1.00	Director	$0	$0	$0
BRIAN HAPPEL	Director	1.00	Director	$0	$0	$0
GREG MCCOY	Director	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
2025	$462,935	$356,159	$1,795,602	$106,776
2024	$327,231	$361,549	$1,726,375	$-34,318
2023	$471,007	$327,148	$1,613,480	$143,859
2022	$444,191	$288,623	$1,555,700	$155,568
2021	$117,050	$244,887	$1,419,491	$-127,837

DAVEY OBRIEN FOUNDATION