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Nonprofit · EIN 87-0386379

DAVIS EDUCATION FOUNDATION

Tax-exempt · FARMINGTON, UT 84025

Financials

$9.3M$9M2022$7.4M$9.7M2023$8M$6.1M2024
Revenue Expenses · by fiscal year end
Financials of DAVIS EDUCATION FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$7,977,471$6,093,117$1,884,354$5,663,924$33,477$5,630,447
June 30, 2024990$7,363,782$9,666,483-$2,302,701$3,490,597$25,561$3,465,036
June 30, 2023990$9,349,378$9,027,602$321,776$5,533,188$44,472$5,488,716
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$7,678,814
Program service revenue
$0
Investment income
$36,175
Net income from fundraising events
$262,482
Other revenue
$262,482

Expenses

Grants and similar amounts paid
$4,979,385
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$6,061,777
Management and general (functional)
$31,340

Balance sheet and other

Total assets, start of year
$3,490,597
Total assets, end of year
$5,663,924
Total liabilities, end of year
$33,477
Net assets, end of year
$5,630,447
Publicly traded securities
$3,750,875
Net assets without donor restrictions
$5,630,447
Gross receipts
$8,249,416
Employees
0
Volunteers
2,328
Year formed
1982
State of legal domicile
UT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Jodi LuntExec Director
Trustee or director, Officer
40$0$170,237$18,558
Dean AdamBoard Member
Trustee or director
1$0$0$0
Tim AllenBoard Member
Trustee or director
1$0$0$0
Dave AndersenBoard Member
Trustee or director
1$0$0$0
Shannon AndersonBoard Member
Trustee or director
1$0$0$0
Jon AsayBoard Member
Trustee or director
1$0$0$0
Burke BessExec Committee
Trustee or director
1$0$0$0
Kyle BrostromBoard Member
Trustee or director
1$0$0$0
Terry CapenerBoard Member
Trustee or director
1$0$0$0
Spencer CarverBoard Member
Trustee or director
1$0$0$0
Kathleen ChronisterBoard Member
Trustee or director
1$0$0$0
Crystal ColemanBoard Member
Trustee or director
1$0$0$0
Terra CooperBoard Member
Trustee or director
1$0$0$0
Amanda CovingtonBoard Member
Trustee or director
1$0$0$0
George DavidsonBoard Member
Trustee or director
1$0$0$0
38 more people on this return
NameTitleHours / weekCompensation
Kelly DuffinBoard Member
Trustee or director
1$0
Dana DunyonBoard Memeber
Trustee or director
1$0
Scott EllensonBoard Member
Trustee or director
1$0
Jenny FreemanBoard Member
Trustee or director
1$0
Carrie FroydBoard Member
Trustee or director
1$0
Dawn Brandvold-GrayExec Committee
Trustee or director
1$0
Kallyn GrenBoard Member
Trustee or director
1$0
Amber GreenwellExec Committee
Trustee or director
1$0
Chad HorneBoard Member
Trustee or director
1$0
Brian HuntBoard Member
Trustee or director
1$0
Jeanne JacksonBoard Member
Trustee or director
1$0
Chris JohnsonExec. Committee
Trustee or director
1$0
Dan LindfordBoard Member
Trustee or director
1$0
Kathy LloydBoard Member
Trustee or director
1$0
Jason LundBoard Member
Trustee or director
1$0
Keri MassonExec Committee
Trustee or director
1$0
Angela MitchellExec Committee
Trustee or director
1$0
Fidel MonteroBoard Member
Trustee or director
1$0
Heidi MurdockBoard Member
Trustee or director
1$0
Tami OlsonBoard Member
Trustee or director
1$0
Angie OsguthorpeBoard Member
Trustee or director
1$0
Jonathan OstlerBoard Member
Trustee or director
1$0
Dan PrattExec. Committee
Trustee or director
1$0
Angela PriceBoard Member
Trustee or director
1$0
Emily PriceBoard Member
Trustee or director
1$0
Spencer RichinsBoard Member
Trustee or director
1$0
Brian SlagleExec Committee
Trustee or director
1$0
Jason SmithExec Committee
Trustee or director
1$0
Marie StevensonBoard Member
Trustee or director
1$0
Tami TranBoard Member
Trustee or director
1$0
Shelly Van NoyExec Committee
Trustee or director
1$0
Arikka VonBoard Member
Trustee or director
1$0
Cory WatsonBoard Member
Trustee or director
1$0
Denise WillmoreBoard Member
Trustee or director
1$0
Diana WindleyBoard Member
Trustee or director
1$0
Becky WootenBoard Member
Trustee or director
1$0
Oliver YoungBoard Member
Trustee or director
1$0
John ZurbuchenBoard Member
Trustee or director
1$0
990 for the year ended June 30, 2024: 40 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Jodi LuntExecutive Director
Trustee or director, Officer
40$0$163,307$23,965
Dave AndersenBoard Member
Trustee or director
1$0$0$0
Jon AsayBoard Member
Trustee or director
1$0$0$0
Burke BessExec Committee
Trustee or director
1$0$0$0
Crystal ColemanBoard Member
Trustee or director
1$0$0$0
Terry CapenerBoard Member
Trustee or director
1$0$0$0
Spencer CarverBoard Member
Trustee or director
1$0$0$0
Doug DahlBoard Member
Trustee or director
1$0$0$0
Kelly DuffinBoard Member
Trustee or director
1$0$0$0
Josh DunyonBoard Member
Trustee or director
1$0$0$0
Jenny FreemanBoard Member
Trustee or director
1$0$0$0
Terra CooperExec. Board
Trustee or director
1$0$0$0
Amber GreenwellExec Committee
Trustee or director
1$0$0$0
Chad HorneBoard Member
Trustee or director
1$0$0$0
Brian HuntBoard Member
Trustee or director
1$0$0$0
Jeanne JacksonBoard Member
Trustee or director
1$0$0$0
Chris JohnsonBoard Memeber
Trustee or director
1$0$0$0
Dan LindfordBoard Member
Trustee or director
1$0$0$0
Kathy LloydBoard Member
Trustee or director
1$0$0$0
Jason LundBoard Member
Trustee or director
1$0$0$0
Keri MassonExec Committee
Trustee or director
1$0$0$0
Scott MortensenBoard Member
Trustee or director
1$0$0$0
Heidi MurdockBoard Member
Trustee or director
1$0$0$0
Tami OlsonBoard Member
Trustee or director
1$0$0$0
Angie OsguthorpeBoard Member
Trustee or director
1$0$0$0
Jonathon OstlerBoard Member
Trustee or director
1$0$0$0
Dan PrattExec. Committee
Trustee or director
1$0$0$0
Emily PriceBoard Member
Trustee or director
1$0$0$0
Brian SlagleExec. Committee
Trustee or director
1$0$0$0
Jason SmithExec Committee
Trustee or director
1$0$0$0
Marie StevensonBoard Member
Trustee or director
1$0$0$0
Tami TranBoard Member
Trustee or director
1$0$0$0
Shelly Van NoyExec Committee
Trustee or director
1$0$0$0
Arikka VonBoard Member
Trustee or director
1$0$0$0
Cory WatsonExec. Committee
Trustee or director
1$0$0$0
Denise WillmoreExec Committee
Trustee or director
1$0$0$0
Diana WindleyBoard Member
Trustee or director
1$0$0$0
Becky WootenBoard Member
Trustee or director
1$0$0$0
Oliver YoungExec. Committee
Trustee or director
1$0$0$0
John ZurbuchenBoard Member
Trustee or director
1$0$0$0
990 for the year ended June 30, 2023: 41 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JODI LUNTEXECUTIVE DI
Trustee or director, Officer
40$0$153,891$58,015
DAVE ANDERSENBOARD MEMBER
Trustee or director
1$0$0$0
JON ASAYBOARD MEMBER
Trustee or director
1$0$0$0
BURKE BESSEXEC COMMITT
Trustee or director
1$0$0$0
TERRY CAPENERBOARD MEMBER
Trustee or director
1$0$0$0
SPENCER CARVERBOARD MEMBER
Trustee or director
1$0$0$0
CRYSTAL COLEMANBOARD MEMBER
Trustee or director
1$0$0$0
AMANDA COVINGTONBOARD MEMBER
Trustee or director
1$0$0$0
DOUG DAHLBOARD MEMBER
Trustee or director
1$0$0$0
KELLY DUFFINBOARD MEMBER
Trustee or director
1$0$0$0
JOSH DUNYONBOARD MEMBER
Trustee or director
1$0$0$0
JENNY FREEMANBOARD MEMBER
Trustee or director
1$0$0$0
LAURA GABELEXEC. BOARD
Trustee or director
1$0$0$0
AMBER GREENWELLEXEC COMMITT
Trustee or director
1$0$0$0
CHAD HORNEBOARD MEMBER
Trustee or director
1$0$0$0
BRIAN HUNTBOARD MEMBER
Trustee or director
1$0$0$0
JEANNE JACKSONBOARD MEMBER
Trustee or director
1$0$0$0
CHRIS JOHNSONBOARD MEMEBE
Trustee or director
1$0$0$0
DAN LINDFORDBOARD MEMBER
Trustee or director
1$0$0$0
KATHY LLOYDBOARD MEMBER
Trustee or director
1$0$0$0
JASON LUNDBOARD MEMBER
Trustee or director
1$0$0$0
KERI MASSONEXEC COMMITT
Trustee or director
1$0$0$0
SCOTT MORTENSENBOARD MEMBER
Trustee or director
1$0$0$0
HEIDI MURDOCKBOARD MEMBER
Trustee or director
1$0$0$0
SHELLY VAN NOYEXEC COMMITT
Trustee or director
1$0$0$0
TAMI OLSONBOARD MEMBER
Trustee or director
1$0$0$0
ANGIE OSGUTHORPEBOARD MEMBER
Trustee or director
1$0$0$0
JONATHON OSTLERBOARD MEMBER
Trustee or director
1$0$0$0
DAN PRATTEXEC. COMMIT
Trustee or director
1$0$0$0
EMILY PRICEBOARD MEMBER
Trustee or director
1$0$0$0
BRIAN SLAGLEEXEC. COMMIT
Trustee or director
1$0$0$0
JASON SMITHEXEC COMMITT
Trustee or director
1$0$0$0
MARIE STEVENSONBOARD MEMBER
Trustee or director
1$0$0$0
TAMI TRANBOARD MEMBER
Trustee or director
1$0$0$0
ARIKKA VONBOARD MEMBER
Trustee or director
1$0$0$0
CORY WATSONEXEC. COMMIT
Trustee or director
1$0$0$0
DENISE WILLMOREEXEC COMMITT
Trustee or director
1$0$0$0
DIANA WINDLEYBOARD MEMBER
Trustee or director
1$0$0$0
BECKY WOOTENBOARD MEMBER
Trustee or director
1$0$0$0
OLIVER YOUNGEXEC. COMMIT
Trustee or director
1$0$0$0
JOHN ZURBUCHENBOARD MEMBER
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
45 E STATE ST, FARMINGTON, UT 84025-2344
Principal officer (990 for 2024)
Jodi Lunt, 45 East State Street, Farmington, UT 84025
Signed the 990
Kara Toone, Director
Phone
(801) 402-5234
Return prepared by
Squire & Company PC

Mission

To remove barriers to learning, provide educational opportunities to every student, and create partnerships that connect the community through giving.

990 for the year ended June 30, 2025

Program accomplishments

  • Support for the Davis School District's programs and schools.
    Expenses $5,777,177 · grants $4,694,785
  • Scholarships and awards.
    Expenses $284,600 · grants $284,600

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
87-0386379
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1984
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,663,924
Income (IRS master file)
$8,249,416

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$7,977,471$6,093,117$5,663,924XML
990June 2024$7,363,782$9,666,483$3,490,597XML
990June 2023$9,349,378$9,027,602$5,533,188XML
990June 2022$8,327,640$6,834,861$5,085,973IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about DAVIS EDUCATION FOUNDATION

What is the EIN of DAVIS EDUCATION FOUNDATION?
The employer identification number (EIN) of DAVIS EDUCATION FOUNDATION is 87-0386379.
Is DAVIS EDUCATION FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to DAVIS EDUCATION FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does DAVIS EDUCATION FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of DAVIS EDUCATION FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DAVIS EDUCATION FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of DAVIS EDUCATION FOUNDATION?
The 990 for the year ended June 30, 2025 names Jodi Lunt.
Who are the officers and directors of DAVIS EDUCATION FOUNDATION?
The 990 for the year ended June 30, 2025 lists 53 people; 0 received compensation from the organization.
How much revenue does DAVIS EDUCATION FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $7,977,471, expenses of $6,093,117 and total assets of $5,663,924 at year end.

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