Davis Education Foundation (EIN 870386379) - 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

Jodi Lunt

Phone

8014025234

Tax Period

2023-07-01 to 2024-06-30

Davis Education Foundation, founded in 1982, is a community nonprofit that reported $7.4M in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $9.7M exceeded revenue, resulting in a 31% operating deficit.

Mission

To enable and encourage private individuals and businesses to make a direct and meaningful impact on children within the Davis School District.

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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 (2023)

Revenue Breakdown

Contributions & Grants $6,617,314

Program Service Revenue $0

Investment Income $451,390

Other Revenue $295,078

TOTAL REVENUE $7,363,782

Expense Breakdown

Grants Paid $8,528,787

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,643,592

Other Expenses $1,137,696

TOTAL EXPENSES $9,666,483

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,363,782	$9,349,378	-0.2%
Expenses	$9,666,483	$9,027,602	+0.1%
Net Income	$-2,302,701	$321,776	-8.2%

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

4236

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

$187,272

Total Directors

$187,272

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dave Andersen	Board Member	1.00	Director	$0	$0	$0
Jon Asay	Board Member	1.00	Director	$0	$0	$0
Burke Bess	Exec Committee	1.00	Director	$0	$0	$0
Crystal Coleman	Board Member	1.00	Director	$0	$0	$0
Terry Capener	Board Member	1.00	Director	$0	$0	$0
Spencer Carver	Board Member	1.00	Director	$0	$0	$0
Doug Dahl	Board Member	1.00	Director	$0	$0	$0
Kelly Duffin	Board Member	1.00	Director	$0	$0	$0
Josh Dunyon	Board Member	1.00	Director	$0	$0	$0
Jenny Freeman	Board Member	1.00	Director	$0	$0	$0
Terra Cooper	Exec. Board	1.00	Director	$0	$0	$0
Amber Greenwell	Exec Committee	1.00	Director	$0	$0	$0
Chad Horne	Board Member	1.00	Director	$0	$0	$0
Brian Hunt	Board Member	1.00	Director	$0	$0	$0
Jeanne Jackson	Board Member	1.00	Director	$0	$0	$0
Chris Johnson	Board Memeber	1.00	Director	$0	$0	$0
Dan Lindford	Board Member	1.00	Director	$0	$0	$0
Kathy Lloyd	Board Member	1.00	Director	$0	$0	$0
Jason Lund	Board Member	1.00	Director	$0	$0	$0
Keri Masson	Exec Committee	1.00	Director	$0	$0	$0
Scott Mortensen	Board Member	1.00	Director	$0	$0	$0
Heidi Murdock	Board Member	1.00	Director	$0	$0	$0
Tami Olson	Board Member	1.00	Director	$0	$0	$0
Angie Osguthorpe	Board Member	1.00	Director	$0	$0	$0
Jonathon Ostler	Board Member	1.00	Director	$0	$0	$0
Dan Pratt	Exec. Committee	1.00	Director	$0	$0	$0
Emily Price	Board Member	1.00	Director	$0	$0	$0
Brian Slagle	Exec. Committee	1.00	Director	$0	$0	$0
Jason Smith	Exec Committee	1.00	Director	$0	$0	$0
Marie Stevenson	Board Member	1.00	Director	$0	$0	$0
Tami Tran	Board Member	1.00	Director	$0	$0	$0
Shelly Van Noy	Exec Committee	1.00	Director	$0	$0	$0
Arikka Von	Board Member	1.00	Director	$0	$0	$0
Cory Watson	Exec. Committee	1.00	Director	$0	$0	$0
Denise Willmore	Exec Committee	1.00	Director	$0	$0	$0
Diana Windley	Board Member	1.00	Director	$0	$0	$0
Becky Wooten	Board Member	1.00	Director	$0	$0	$0
Oliver Young	Exec. Committee	1.00	Director	$0	$0	$0
John Zurbuchen	Board Member	1.00	Director	$0	$0	$0
Jodi Lunt	Executive Director	40.00	Officer Director	$0	$23,965	$187,272

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	No data	No data	No data	No data
2024	$7,363,782	$9,666,483	$3,490,597	$-2,302,701
2023	$9,349,378	$9,027,602	$5,533,188	$321,776
2022	$8,327,640	$6,834,861	$5,085,973	$1,492,779
2021	$5,749,804	$4,908,900	$3,785,126	$840,904
2020	$5,584,495	$5,123,205	$2,644,734	$461,290
2019	$5,251,715	$4,833,819	$2,184,020	$417,896
2018	$3,778,216	$3,721,339	$1,790,395	$56,877

Davis Education Foundation