ZAN WESLEY HOLMES JR COMMUNITY OUT… - Form 990 Financial Data

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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

FRANCES SMITHDEAN

Phone

2143244443

Tax Period

2024-01-01 to 2024-12-31

ZAN WESLEY HOLMES JR COMMUNITY OUTREACH CENTER, founded in 2003, is a small nonprofit in the Human Services sector that reported $528K in total revenue in fiscal year 2024. Revenue surged 67% from the prior year, signaling strong growth momentum.

Mission

ZAN WESLEY HOLMES JR. COMMUNITY OUTREACH CENTER IS A NONPROFIT ORGANIZATION CREATING SELF-SUSTAINING PATHWAYS OUT OF POVERTY FOR YOUNG PEOPLE AND FAMILIES IN DALLAS, TEXAS, THROUGH EDUCATION, TRAINING AND JOB PLACEMENT.

Program Service Accomplishments

Program 1

Expenses: $51,982

SMALL BUSINESS: PROGRAM 1: A 12 WEEK COHORT HOSTED TWICE A WEEK TO INCLUDE

Program 2

Expenses: $41,605

FINANCIAL WELLNESS-CONSISTS OF 2 PROGRAMS: 90-DAY SAVINGS CHALLENGE-STUDENTS WERE TAUGHT HOW TO RESEARCH VARIOUS BANK PRODUCTS, VARIOUS STRATEGIES AND HOW TO PREPARE TO QUESTION BANKERS. WEEKLY...

FINANCIAL WELLNESS-CONSISTS OF 2 PROGRAMS: 90-DAY SAVINGS CHALLENGE-STUDENTS WERE TAUGHT HOW TO RESEARCH VARIOUS BANK PRODUCTS, VARIOUS STRATEGIES AND HOW TO PREPARE TO QUESTION BANKERS. WEEKLY MEETINGS WERE HELD WITH A TEAM TO REVIEW PROGRESS. 37 PARTICIPANTS WERE SERVED. $250 TO $100,000-THIS 12 WEEK PROGRAM PROVIDED STUDENTS WITH THE OPPORTUNITY TO LEVERAGE THEIR FINANCES BY UNDERSTANDING THE FOUR PILLARS OF MONEY-PRESERVATION, LEVERAGE, COMPOUNDING AND RISK MANAGE- MENT. STUDENTS ATTENDED TRADING SESSIONS, ECONOMIC CLASSES AND OTHER TECHNICAL SESSIONS AND WERE REQUIRED TO SUBMIT JOURNALS, TRADING LOGS AND STATEMENTS FOR REVIEW. 167 PARTICIPANTS WERE SERVED.

Program 3

Expenses: $18,519

LOW VOLTAGE IS A 7 WEEK LIGHT ELECTRICAL TECHNICAL TRAINING PROGRAM THAT ENCOMPASSES LIGHT ELECTRICAL SKILL TRAINING FOR THE INSTALLER 1 LICENSE, EMOTIONAL WELLNESS, FINANCIAL LITERACY AND...

LOW VOLTAGE IS A 7 WEEK LIGHT ELECTRICAL TECHNICAL TRAINING PROGRAM THAT ENCOMPASSES LIGHT ELECTRICAL SKILL TRAINING FOR THE INSTALLER 1 LICENSE, EMOTIONAL WELLNESS, FINANCIAL LITERACY AND ENTREPRENEURSHIP SKILLS. ONE WEEK IS DEDICATED TO ON-THE-JOB TRAINING IN ORDER TO PROVIDE THE STUDENTS WITH REAL WORLD EXPERIENCES. 28 PARTICIPANTS WERE SERVED AND 10 PARTICIPANTS RECEIVED JOB PLACEMENT.

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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 $392,510

Program Service Revenue $0

Investment Income $24

Other Revenue $135,427

TOTAL REVENUE $527,961

Expense Breakdown

Grants Paid $8,200

Salaries & Benefits $198,851

Fundraising Expenses $30,056

Program Expenses $141,736

Other Expenses $311,495

TOTAL EXPENSES $518,546

Year-over-Year Comparison

	2024	2023	Change
Revenue	$527,961	$315,539	+0.7%
Expenses	$518,546	$367,788	+0.4%
Net Income	$9,415	$-52,249	-1.2%

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

Total Directors

Key Employees

$120,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANCES SMITH-DEAN	EXECUTIVE DIRECTOR	40.00	Key Emp	$120,000	$0	$120,000
DEMETRIS SAMPSON	BOARD CHAIRPERSON	1.00	Officer Director	$0	$0	$0
VINCENT RATCLIFF	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
ZAN W HOLMES JR	BOARD DIRECTOR	1.00	Director	$0	$0	$0
CLIFTON C JOHNSON SR	BOARD DIRECTOR	1.00	Director	$0	$0	$0
LINDA TODD	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
WILLIAM KEYES	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
RILEY SIMMONS III	BOARD DIRECTOR	1.00	Director	$0	$0	$0
VINCENT BATTLES	BOARD MEMBER	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	$527,961	$518,546	$144,111	$9,415
2022	$329,764	$376,128	$145,043	$-46,364
2021	$352,026	$343,484	$180,331	$8,542
2020	$267,862	$295,632	$169,512	$-27,770
2019	$216,281	$291,858	$150,743	$-75,577
2018	$275,048	$211,085	$247,567	$63,963

ZAN WESLEY HOLMES JR COMMUNITY OUTREACH CENTER