DALLAS CLARK FOUNDATION C/O CBIZ ADVISORS LLC

EIN: 262933990 501(c)(3) Education

INDIANPOLIS, IN

Total Revenue
$5,310
Total Expenses
$43,675
Total Assets
$61,574
Net Assets
$61,574
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
IN
Principal Officer
DALLAS CLARK
Phone
3174722200
Tax Period
2024-01-01 to 2024-12-31

DALLAS CLARK FOUNDATION C/O CBIZ ADVISORS LLC, founded in 2008, is a micro nonprofit in the Education sector that reported $5K in total revenue in fiscal year 2024. Revenue fell 93% from the prior year — a significant decline worth monitoring. Expenses of $44K exceeded revenue, resulting in a 723% operating deficit.

Mission

THE PRIMARY PURPOSES OF THE ORGANIZATION ARE TO 1. RAISE MONEY FOR CHARITABLE ORGANIZATIONS EXEMPT UNDER CODE SECTION 501(C)3 OF THE INTERNAL REVENUE CODE THAT AID SICK AND DISADVANTAGED CHILDREN SUCH AS, BUT NOT LIMITED TO, THE MAKE A WISH FOUNDATION, AND 2. TO AWARD COLLEGE SCHOLARSHIPS TO STUDENTS WITH SINCERE AND EARNEST ACADEMIC ASPIRATIONS WHO MIGHT NOT OTHERWISE RECEIVE THE ASSISTANCE THEY NEED TO OBTAIN A POSTSECONDARY EDUCATION.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,808
Program Service Revenue $0
Investment Income $2,502
Other Revenue $0
TOTAL REVENUE $5,310

Expense Breakdown

Grants Paid $43,675
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $43,675
Other Expenses $0
TOTAL EXPENSES $43,675

Year-over-Year Comparison

2024 2023 Change
Revenue $5,310 $73,053 -0.9%
Expenses $43,675 $44,542 0.0%
Net Income $-38,365 $28,511 -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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
N/A

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
2
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KARLI DAVIS PRESIDENT 1.00
Officer Director
$0 $0 $0
KEELEY KALBAUGH VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
SARA WHALLON SECRETARY 1.00
Director
$0 $0 $0
LAURA ROBERTS SECRETARY 1.00
Director
$0 $0 $0
JEN DEAKYNE TREASURY 1.00
Director
$0 $0 $0
SARAH NEWBRY TREASURY 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
2024 $5,310 $43,675 $61,574 $-38,365
2023 $73,053 $44,542 $99,939 $28,511
2022 $47,480 $30,000 $71,428 $17,480
2021 $48,344 $30,000 $53,948 $18,344
2020 $34,498 $16,519 $34,885 $17,979
2019 $42,396 $55,525 $134,624 $-13,129
2018 No data No data $147,753 No data
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