DALLAS THEATER CENTER ENDOWMENT FUND (EIN 237367008) - 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

1974

Legal Domicile

Principal Officer

curt fitzgerald

Phone

2145268210

Tax Period

2023-09-01 to 2024-08-31

DALLAS THEATER CENTER ENDOWMENT FUND, founded in 1974, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.2M in total revenue in fiscal year 2023. Revenue fell 39% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $624K, a strong 54% operating margin.

Mission

DALLAS THEATER CENTER ENDOWMENT FUND (DTCEF) IS A NOT-FOR-PROFIT CORPORATION ESTABLISHED BY THE BOARD OF TRUSTEES OF THE DALLAS THEATER CENTER (DTC), (SEE SCHEDULE O)

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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 $100,000

Program Service Revenue $0

Investment Income $1,053,431

Other Revenue $0

TOTAL REVENUE $1,153,431

Expense Breakdown

Grants Paid $494,377

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $529,371

Other Expenses $34,994

TOTAL EXPENSES $529,371

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,153,431	$1,885,920	-0.4%
Expenses	$529,371	$2,823,129	-0.8%
Net Income	$624,060	$-937,209	-1.7%

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
Curtis FitzGerald	President	0.5	Officer Director	$0	$0	$0
Troy Alley	Trustee	0.5	Director	$0	$0	$0
Steve Penrose	Trustee	0.5	Director	$0	$0	$0
Bob Penn	Trustee	0.5	Director	$0	$0	$0
Deedee Rose	Trustee	0.5	Director	$0	$0	$0
John Howell	Secretary	0.5	Officer Director	$0	$0	$0
Dana Landers	Treasurer	0.5	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
2024	$1,153,431	$529,371	$10,085,547	$624,060
2023	$1,885,920	$2,823,129	$9,104,248	$-937,209
2022	$1,405,024	$491,667	$11,130,792	$913,357
2021	$372,723	$607,875	$12,454,073	$-235,152
2020	$336,661	$467,305	$10,856,101	$-130,644
2019	$381,874	$1,414,205	$9,911,086	$-1,032,331
2018	$2,643,796	$420,965	$11,078,057	$2,222,831

DALLAS THEATER CENTER ENDOWMENT FUND