DRI RESEARCH FOUNDATION (EIN 942879252) - 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

1983

Legal Domicile

Principal Officer

KRISTIN MCMILLAN PORTER

Phone

7756737444

Tax Period

2023-07-01 to 2024-06-30

DRI RESEARCH FOUNDATION, founded in 1983, is a community nonprofit in the Health Care sector that reported $2.8M in total revenue in fiscal year 2023. Revenue surged 85% from the prior year, signaling strong growth momentum. Expenses of $2.6M left a modest 6% surplus.

Mission

TO PROMOTE THE WELFARE OF THE DESERT RESEARCH INSTITUTE.

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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 $2,720,442

Program Service Revenue $0

Investment Income $76,496

Other Revenue $0

TOTAL REVENUE $2,796,938

Expense Breakdown

Grants Paid $2,433,688

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,433,688

Other Expenses $206,610

TOTAL EXPENSES $2,640,298

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,796,938	$1,511,951	+0.8%
Expenses	$2,640,298	$1,343,071	+1.0%
Net Income	$156,640	$168,880	-0.1%

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

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
NORA JAMES	SECRETARY	4.00	Officer Director	$0	$0	$0
MIKE PEQUEEN	TREASURER	2.00	Officer Director	$0	$0	$0
BETH CAMPBELL	TRUSTEE	1.00	Director	$0	$0	$0
DOUG CANNON	TRUSTEE	1.00	Director	$0	$0	$0
LINDA FAISS	TRUSTEE	1.00	Director	$0	$0	$0
BETSY FRETWELL	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT GAGOSIAN	TRUSTEE	1.00	Director	$0	$0	$0
LISA GALLAGHER	TRUSTEE	1.00	Director	$0	$0	$0
JULIE GILDAY-SHAFFER	TRUSTEE	1.00	Director	$0	$0	$0
JAMES KING	TRUSTEE	1.00	Director	$0	$0	$0
JANET LOWE	TRUSTEE	1.00	Director	$0	$0	$0
GREG MATSUNAMI	TRUSTEE	1.00	Director	$0	$0	$0
MARYBEL BATJER	TRUSTEE	1.00	Director	$0	$0	$0
TERRY SHIREY	TRUSTEE	1.00	Director	$0	$0	$0
RONALD SMITH	TRUSTEE	1.00	Director	$0	$0	$0
KAREN WAYLAND	TRUSTEE	1.00	Director	$0	$0	$0
ZANE MARSHALL	TRUSTEE	1.00	Director	$0	$0	$0
JOHN ZIMMERMAN	TRUSTEE	1.00	Director	$0	$0	$0
YOLANDA KING	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD DITTON	TRUSTEE	1.00	Director	$0	$0	$0
BOB MCCART	TRUSTEE	1.00	Director	$0	$0	$0
KRISTIN MCMILLAN PORTER	CHAIR	4.00	Officer	$0	$0	$0
STEPHANIE KRUSE	VICE CHAIR	1.00	Officer	$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	No data	No data	No data	No data
2024	$2,796,938	$2,640,298	$3,496,166	$156,640
2023	$1,511,951	$1,343,071	$3,190,587	$168,880
2022	$1,854,412	$1,651,262	$3,010,646	$203,150
2021	$1,013,034	$432,130	$2,810,547	$580,904
2020	$402,199	$579,672	$534,717	$-177,473
2019	$719,024	$903,448	$741,449	$-184,424

DRI RESEARCH FOUNDATION