COMMUNITIES IN SCHOOLS DALLAS REGION ENDOWMENT INC (EIN 200292268) - 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

2003

Legal Domicile

Principal Officer

SUMMER ROSE CHANEY

Phone

2148270955

Tax Period

2023-09-01 to 2024-08-31

COMMUNITIES IN SCHOOLS DALLAS REGION ENDOWMENT INC, founded in 2003, is a micro nonprofit in the Education sector that reported $85K in total revenue in fiscal year 2023. Revenue surged 78% from the prior year, signaling strong growth momentum. Net assets of $2.0M represent 279 months of operating reserves.

Mission

SUPPORT THE OPERATIONS OF COMMUNITIES IN SCHOOLS DALLAS REGION, INC. (EIN 75-2044117)

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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 $0

Investment Income $85,003

Other Revenue $0

TOTAL REVENUE $85,003

Expense Breakdown

Grants Paid $91,311

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $91,311

Other Expenses $0

TOTAL EXPENSES $91,311

Year-over-Year Comparison

	2023	2022	Change
Revenue	$85,003	$47,688	+0.8%
Expenses	$91,311	$83,788	+0.1%
Net Income	$-6,308	$-36,100	-0.8%

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

$240,647

Total Directors

$240,647

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM POWELL-thru 1224	Secretary	1.00	Officer Director	$0	$0	$240,647
JACK HAYES	Director	1.00	Director	$0	$0	$0
KARL SCHMALZ	Chairman	1.00	Officer Director	$0	$0	$0
TONY FERNANDEZ	Director	1.00	Director	$0	$0	$0
LUISA M DEL ROSAL	Director	1.00	Director	$0	$0	$0
SUMMER ROSE CHANEY-FROM 125	Secretary	1.00	Officer Director	$0	$0	$0
BILL GUESS	Treasurer	1.00	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	$85,003	$91,311	$2,066,109	$-6,308
2023	$47,688	$83,788	$1,749,433	$-36,100
2022	$387,036	$83,069	$1,782,440	$303,967
2021	$43,733	$150	$1,701,324	$43,583
2020	$35,281	$151	$1,496,454	$35,130
2019	$32,725	$150	$1,477,628	$32,575
2018	$28,468	$150	$1,404,028	$28,318

COMMUNITIES IN SCHOOLS DALLAS REGION ENDOWMENT INC