DAVIS EDUCATION ASSOCIATION (EIN 870262204) - 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

1960

Legal Domicile

Principal Officer

KALLYN GREN

Phone

8014512277

Tax Period

2024-09-01 to 2025-08-31

DAVIS EDUCATION ASSOCIATION, founded in 1960, is a small nonprofit that reported $517K in total revenue in fiscal year 2024. The organization ran a surplus of $80K, a strong 15% operating margin.

Mission

THE ASSOCIATION CONTINUED TO PROVIDE TRAINING AND INFORMATIVE CONVENTIONS IN ORDER TO BENEFIT THE MEMBERS OF THE ASSOCIATION.

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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 $518,850

Program Service Revenue $0

Investment Income $529

Other Revenue $-2,780

TOTAL REVENUE $516,599

Expense Breakdown

Grants Paid $0

Salaries & Benefits $290,774

Fundraising Expenses $0

Program Expenses $138,921

Other Expenses $145,828

TOTAL EXPENSES $436,602

Year-over-Year Comparison

	2024	2023	Change
Revenue	$516,599	$496,330	+0.0%
Expenses	$436,602	$377,792	+0.2%
Net Income	$79,997	$118,538	-0.3%

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

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
KALLYN GREN	PRESIDENT	1.00	Director	$0	$0	$0
DANICA PUENTE	VICE PRESIDE	1.00	Director	$0	$0	$0
KRISTEN MELE	BOARD MEMBER	1.00	Director	$0	$0	$0
KRISTEN KOHLER	BOARD MEMBER	1.00	Director	$0	$0	$0
BRENDA HALTON	BOARD MEMBER	1.00	Director	$0	$0	$0
KAYLA KAISER	BOARD MEMBER	1.00	Director	$0	$0	$0
JODI BURCH	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHEN OLSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
DENISE WILLMORE	BOARD MEMBER	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	$516,599	$436,602	$425,894	$79,997
2024	$496,330	$377,792	$341,164	$118,538
2023	$483,106	$456,409	$226,479	$26,697
2022	$459,841	$470,673	$203,467	$-10,832
2021	$521,220	$555,370	$221,539	$-34,150
2020	$420,244	$384,855	$256,037	$35,389
2019	$437,020	$451,854	$239,421	$-14,834
2018	$472,053	$428,778	$265,918	$43,275

DAVIS EDUCATION ASSOCIATION