DALLAS EDUCATION FOUNDATION (EIN 205533398) - 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

2016

Legal Domicile

Principal Officer

MITA HAVLICK

Phone

9729253053

Tax Period

2024-01-01 to 2024-12-31

DALLAS EDUCATION FOUNDATION, founded in 2016, is a community nonprofit in the Education sector that reported $3.6M in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $980K, a strong 27% operating margin.

Mission

THE MISSION OF THE DALLAS EDUCATION FOUNDATION IS TO INSPIRE COMMUNITY INVESTMENT TO ACCELERATE STUDENT SUCCESS FOR ALL 140,000+ DALLAS ISD STUDENTS.

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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 $3,412,939

Program Service Revenue $55,000

Investment Income $176,319

Other Revenue $0

TOTAL REVENUE $3,644,258

Expense Breakdown

Grants Paid $2,304,760

Salaries & Benefits $128,130

Fundraising Expenses $70,932

Program Expenses $2,412,685

Other Expenses $230,995

TOTAL EXPENSES $2,663,885

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,644,258	$2,626,970	+0.4%
Expenses	$2,663,885	$1,667,593	+0.6%
Net Income	$980,373	$959,377	+0.0%

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

$18,100

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MITA HAVLICK	Executive Dir.	40.00	Officer	$18,100	$0	$18,100
WENDE BURTON	Director	1.00	Director	$0	$0	$0
CHRIS BHATTI	Director	1.00	Director	$0	$0	$0
ROBERT A ESTRADA	Director	1.00	Director	$0	$0	$0
THERESA FLORES	Director	1.00	Director	$0	$0	$0
DR STEPHANIE ELIZALDE	Director	1.00	Director	$0	$0	$0
JEFF KITNER	Director	1.00	Director	$0	$0	$0
JAMES KEYES	Director	1.00	Director	$0	$0	$0
MANOJ KUTTY	Treasurer	1.00	Officer Director	$0	$0	$0
JENNIFER SCRIPPS	Director	1.00	Director	$0	$0	$0
LEONOR MARQUEZ	Director	1.00	Director	$0	$0	$0
LYNN MCBEE	Director	1.00	Director	$0	$0	$0
REGINA MONTOYA	Director	1.00	Director	$0	$0	$0
DREXELL OWUSU	Secretary	1.00	Officer Director	$0	$0	$0
ERIC REEVES	Director	1.00	Director	$0	$0	$0
ROHIT DAND	Director	1.00	Director	$0	$0	$0
ANDY SMITH	Director	1.00	Director	$0	$0	$0
VICTOR VITAL	President	1.00	Officer Director	$0	$0	$0
JARRAD TOUSSANT	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
2025	No data	No data	No data	No data
2024	$3,644,258	$2,663,885	$5,598,172	$980,373
2023	$2,626,970	$1,667,593	$4,539,490	$959,377
2022	$1,549,280	$2,239,516	$3,878,246	$-690,236
2021	$2,700,676	$1,829,292	$4,227,607	$871,384
2020	$5,885,487	$2,529,264	$3,484,736	$3,356,223

DALLAS EDUCATION FOUNDATION