DALLAS BAR FOUNDATION (EIN 237410031) - 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

1971

Legal Domicile

Principal Officer

elizabeth philipp

Phone

2142207487

Tax Period

2024-01-01 to 2024-12-31

DALLAS BAR FOUNDATION, founded in 1971, is a community nonprofit in the Crime & Legal sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 88% from the prior year, signaling strong growth momentum. The organization ran a surplus of $234K, a strong 21% operating margin.

Mission

To sponsor and encourage research, publications, institutes & forums for the furtherance of justice under the law; to establish scholarships and otherwise promote the study of law and research therein and the continuing education of lawyers;

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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 $530,732

Program Service Revenue $23,675

Investment Income $578,101

Other Revenue $-380

TOTAL REVENUE $1,132,128

Expense Breakdown

Grants Paid $291,269

Salaries & Benefits $153,894

Fundraising Expenses $36,272

Program Expenses $384,200

Other Expenses $452,915

TOTAL EXPENSES $898,078

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,132,128	$601,629	+0.9%
Expenses	$898,078	$783,900	+0.1%
Net Income	$234,050	$-182,271	-2.3%

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

$107,837

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Philipp	Executive Director	35.0	Officer	$0	$16,748	$107,837
Bradley Weber	TRUSTEE	0.25	Director	$0	$0	$0
Tricia DeLeon	Immediate Past Chair	0.75	Officer Director	$0	$0	$0
Jerry C Alexander	Trustee	0.25	Director	$0	$0	$0
Joel Crouch	Chair	3.5	Officer Director	$0	$0	$0
Rob Crain	DBF Fellows Chair	0.25	Director	$0	$0	$0
Gabriel Vazquez	Vice Chair	0.75	Officer Director	$0	$0	$0
Roco Garca Espinoza	Grants Vice Chair	0.75	Officer Director	$0	$0	$0
Laura Benitez Geisler	Secretary-Treasurer	1.5	Officer Director	$0	$0	$0
Robert L Tobey	Grants Chair	1.0	Officer Director	$0	$0	$0
Michael K Hurst	Trustee	0.25	Director	$0	$0	$0
Aaron Tobin	Trustee	0.35	Director	$0	$0	$0
Stephanie Culpepper	TRUSTEE	0.1	Director	$0	$0	$0
Krisi Kastl	Trustee	0.25	Director	$0	$0	$0
Olesja Cormney	Trustee	0.3	Director	$0	$0	$0
Cheryl Camin Murray	TRUSTEE	0.25	Director	$0	$0	$0
William Mateja	DBA President	0.15	Director	$0	$0	$0
Karen Washington	DBF Fellows Vice Chair	0.1	Director	$0	$0	$0
Greg Nochese	TRUSTEE	0.25	Director	$0	$0	$0
Vicki Blanton	DBA President Elect	0.1	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	$1,132,128	$898,078	$10,164,242	$234,050
2023	$601,629	$783,900	$9,967,281	$-182,271
2022	$808,567	$754,412	$9,674,861	$54,155
2021	$1,699,792	$717,454	$10,369,497	$982,338
2020	$478,214	$723,931	$9,153,248	$-245,717
2019	$541,495	$790,269	$9,142,580	$-248,774
2018	$614,453	$872,261	$9,017,822	$-257,808

DALLAS BAR FOUNDATION