SCHOOL FINANCE RESEARCH FOUNDATION

EIN: 922760615 501(c)(3) Education

Lansing, MI

Total Revenue
$833,372
Total Expenses
$10,043,313
Total Assets
$16,775,471
Net Assets
$16,775,436
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2023
Legal Domicile
MI
Principal Officer
Dr Daveda Colbert
Phone
2482092000
Tax Period
2025-01-01 to 2025-12-31

SCHOOL FINANCE RESEARCH FOUNDATION, founded in 2023, is a small nonprofit in the Education sector that reported $833K in total revenue in fiscal year 2025. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $10.0M exceeded revenue, resulting in a 1105% operating deficit.

Mission

The School Finance Research Foundation was formed for the following purposes: A. To complete the Michigan School Infrastructure Study and Michigan School Energy Audit as funded by the State of Michigan and defined in Sections 11y and 11aa of the State School Aid Act, Public Act 144 of 2022 (11y) and Public Act 103 of 2023 (11aa); B. To conduct other activities in further promotion of public education; C. To receive and administer funds for the benefit of public education and to lessen the financial burdens of the Michigan public schools and the Michigan Department of Education; D. To raise funds from governmental units and the general public to promote public education; and E. To do such things and to perform such acts to accomplish its purposes as the Board of Directors may determine to be appropriate and as are not forbidden by Section 501(c)(3) of the Code, with all the power conferred on nonprofit corporations under the laws of the State of Michigan.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $833,372
Other Revenue $0
TOTAL REVENUE $833,372

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $10,043,313
Other Expenses $10,043,313
TOTAL EXPENSES $10,043,313

Year-over-Year Comparison

2025 2024 Change
Revenue $833,372 $1,266,304 -0.3%
Expenses $10,043,313 $15,463,581 -0.4%
Net Income $-9,209,941 $-14,197,277 -0.4%
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

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Governance

Voting Members
12
Independent Members
12
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
0
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Dr Daveda Colbert President 2
Director
$0 $0 $0
Jason Mellema Treasurer 2
Director
$0 $0 $0
Jamie Huber Vice President 2.00
Director
$0 $0 $0
Dr Teresa Belote Trustee 1
Director
$0 $0 $0
Mike DeVault Trustee 1
Director
$0 $0 $0
Paul Hungerford Trustee 1
Director
$0 $0 $0
Dr Tara Mager Trustee 1
Director
$0 $0 $0
Dr Steven Tunnicliff Trustee 1
Director
$0 $0 $0
Dr Gregory Nyen Trustee 1
Director
$0 $0 $0
Ron Gorman Trustee 1
Director
$0 $0 $0
Dr Steven McNew Secretary 1
Director
$0 $0 $0
Kenneth Gutman Trustee 1
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 $833,372 $10,043,313 $16,775,471 $-9,209,941
2024 No data No data No data No data
2023 $41,033,301 $850,647 $40,319,177 $40,182,654
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