Dairy Institute of California (EIN 940417161) - 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

1939

Legal Domicile

Principal Officer

Katie Davey

Phone

9164416921

Tax Period

2023-10-01 to 2024-09-30

Dairy Institute of California, founded in 1939, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2023. Expenses of $883K left a modest 14% surplus.

Mission

Dairy Institute represents milk and dairy processors on legislative and regulatory matters at the state and federal levels. Dairy Institute also provides educational and informative conferences and workshops related to the dairy industry.

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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 $0

Program Service Revenue $903,550

Investment Income $19,601

Other Revenue $103,598

TOTAL REVENUE $1,026,749

Expense Breakdown

Grants Paid $0

Salaries & Benefits $539,423

Fundraising Expenses $0

Other Expenses $343,376

TOTAL EXPENSES $882,799

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,026,749	$1,005,381	+0.0%
Expenses	$882,799	$987,922	-0.1%
Net Income	$143,950	$17,459	+7.2%

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

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

$81,216

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
William Schiek	Executive Director	40.00		$315,165	$12,153	$327,318
Anika Grix	Office Manager	40.00		$129,901	$22,168	$152,069
Katie Davey	Executive Dir.	40.00	Officer	$57,292	$23,924	$81,216
Mike Newell	President	1.00	Officer Director	$0	$0	$0
Alison Krebs	1st Vice Pres	1.00	Officer Director	$0	$0	$0
Ken Gott	2nd Vice Pres	1.00	Officer Director	$0	$0	$0
David Ahlem	Director	1.00	Director	$0	$0	$0
Jordan Clark	Director	1.00	Director	$0	$0	$0
Terry Dana	Director	1.00	Director	$0	$0	$0
Curt DeGroot	Director	1.00	Director	$0	$0	$0
John Dolan	Director	1.00	Director	$0	$0	$0
Patrick Fish	Director	1.00	Director	$0	$0	$0
Kimberly Greenbaum	Director	1.00	Director	$0	$0	$0
JT Maldonado	Director	1.00	Director	$0	$0	$0
Jody Mason	Director	1.00	Director	$0	$0	$0
Dennis Roberts	Director	1.00	Director	$0	$0	$0
Joby Rumiano	Director	1.00	Director	$0	$0	$0
Scott Shehadey	Director	1.00	Director	$0	$0	$0
Michael Shotts	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
2024	$1,026,749	$882,799	$852,044	$143,950
2023	$1,005,381	$989,087	$586,856	$16,294
2022	$937,430	$947,957	$619,261	$-10,527
2021	$886,260	$882,804	$720,002	$3,456
2020	$988,823	$1,070,114	$729,698	$-81,291
2019	$1,323,791	$1,310,651	$761,813	$13,140
2018	$1,303,016	$1,257,255	$768,673	$45,761

Dairy Institute of California