DESERT FINANCIAL FOUNDATION (EIN 811028132) - 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

2015

Legal Domicile

Principal Officer

RONDLE AMSTUTZ

Phone

6024337000

Tax Period

2024-01-01 to 2024-12-31

DESERT FINANCIAL FOUNDATION, founded in 2015, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2024.

Mission

TO PROMOTE THE FINANCIAL HEALTH OF OUR COMMUNITY THROUGH EDUCATION, SCHOLARSHIPS, GRANTS TO NON-PROFIT PROGRAMS, AND FUNDRAISING EFFORTS.

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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 $1,296,238

Program Service Revenue $0

Investment Income $0

Other Revenue $-114,324

TOTAL REVENUE $1,181,914

Expense Breakdown

Grants Paid $1,232,637

Salaries & Benefits $0

Fundraising Expenses $3,996

Program Expenses $1,232,637

Other Expenses $3,996

TOTAL EXPENSES $1,236,633

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,181,914	$1,104,190	+0.1%
Expenses	$1,236,633	$1,096,914	+0.1%
Net Income	$-54,719	$7,276	-8.5%

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

N/A

Volunteers

129

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

$4,306,627

Total Directors

$6,264,735

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHLEEN GRAHAM	DIRECTOR	1.00	Director	$0	$21,278	$1,039,412
JANET BIOLETTO	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY MESHEY	CEO	2.00	Officer Director	$0	$58,674	$2,338,224
JUSTIN CROWDER	DIRECTOR	1.00	Director	$0	$0	$0
RONDLE AMSTUTZ	SECRETARY	2.00	Officer Director	$0	$53,664	$1,042,836
SARA REGAN	DIRECTOR (LEFT 4/2024)	1.00	Director	$0	$32,416	$408,063
SUSAN FRANK	CHAIR	2.00	Officer Director	$0	$0	$0
THOMAS MARLOWE	TREASURER	2.00	Officer Director	$0	$40,843	$599,737
COURTNEY HEMPHILL	DIRECTOR	1.00	Director	$0	$0	$0
JACKIE L BIGGS JR	DIRECTOR	1.00	Director	$0	$41,906	$836,463
CARLISSA WRIGHT	VP/EXEC DIR DF FOUNDATION	11.92	Officer	$0	$28,412	$325,830

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	$1,181,914	$1,236,633	$1,128,647	$-54,719
2023	$1,104,190	$1,096,914	$1,086,045	$7,276
2022	$1,090,189	$1,032,401	$336,167	$57,788
2021	$1,066,737	$1,083,227	$290,932	$-16,490
2020	$1,094,295	$1,675,483	$331,682	$-581,188
2019	$976,545	$884,563	$858,017	$91,982
2018	$797,329	$156,465	$783,364	$640,864

DESERT FINANCIAL FOUNDATION