Davis Memorial Foundation (EIN 943283331) - 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

1997

Legal Domicile

Principal Officer

Joel Viera

Phone

6509385441

Tax Period

2024-01-01 to 2024-12-31

Davis Memorial Foundation, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $172K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $84K, a strong 49% operating margin.

Mission

To provide scholarship Grants

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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 $79,878

Program Service Revenue $0

Investment Income $14,811

Other Revenue $77,308

TOTAL REVENUE $171,997

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $16,754

Program Expenses $59,922

Other Expenses $38,486

TOTAL EXPENSES $88,486

Year-over-Year Comparison

	2024	2023	Change
Revenue	$171,997	$137,478	+0.3%
Expenses	$88,486	$88,164	+0.0%
Net Income	$83,511	$49,314	+0.7%

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

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
Greg Bloom	Trustee	2.00	Director	$0	$0	$0
Heidi Ellsworth	Trustee	2.00	Director	$0	$0	$0
Joel Viera	Fdn Administer	2.00	Director	$0	$0	$0
Tim Hart	Trustee	2.00	Director	$0	$0	$0
Christian Madsen	Trustee	2.00	Director	$0	$0	$0
Travis Nelson	Trustee	2.00	Director	$0	$0	$0
Pete Schmautz	Trustee	2.00	Director	$0	$0	$0
Chuck Chapman	Chairman	2.00	Officer 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	$171,997	$88,486	$682,010	$83,511
2023	$137,478	$88,164	$553,977	$49,314
2021	$114,393	$80,645	$530,144	$33,748

Davis Memorial Foundation