DREAM FUND

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

JIM NOVAK

Phone

2142889909

Tax Period

2025-01-01 to 2025-12-31

DREAM FUND, founded in 1991, is a small nonprofit in the Human Services sector that reported $138K in total revenue in fiscal year 2025. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $120K left a modest 13% surplus.

Mission

THE DREAM FUND PROVIDES EMOTIONAL AND FINANCIAL SUPPORT TO ADVERTISING, PUBLIC RELATIONS, AND MEDIA PROFESSIONALS WHOSE LIVES HAVE BEEN IMPACTED BY SEVERE HARDSHIP.

Program Service Accomplishments

Program 1

Expenses: $35,422 Revenue: $23,966

PROVIDED ASSISTANCE TO 24 INDIVIDUALS OF THE ADVERTISING & MEDIA INDUSTRY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $180,831

Program Service Revenue $0

Investment Income $22,933

Other Revenue $-65,871

TOTAL REVENUE $137,893

Expense Breakdown

Grants Paid $28,822

Salaries & Benefits $66,000

Fundraising Expenses $26,400

Program Expenses $35,422

Other Expenses $24,680

TOTAL EXPENSES $119,502

Year-over-Year Comparison

	2025	2024	Change
Revenue	$137,893	$177,171	-0.2%
Expenses	$119,502	$110,286	+0.1%
Net Income	$18,391	$66,885	-0.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$66,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICALL SANDLER	PRESIDENT	2.00	Officer Director	$0	$0	$0
JAMES PEREZ	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
SHIRLEY WARD	FOUNDER/PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
TIFFANY CELLI	VP/PHILANTHROPY	2.00	Officer Director	$0	$0	$0
GINA MOTE	VP/PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
PATRICK DILLON	VP/SECRETARY	2.00	Officer Director	$0	$0	$0
JIM NOVAK	TREASURER	2.00	Officer Director	$0	$0	$0
RANDY KEMP	OKLAHOMA CITY CHAPTER PRES	2.00	Officer Director	$0	$0	$0
ROB LOGAN	HOUSTON CHAPTER PRESIDENT	2.00	Officer Director	$0	$0	$0
JANNETTE BOREN	DIRECTOR	2.00	Director	$0	$0	$0
MARIE MORIN	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA CAUDWELL	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS PARKER	DIRECTOR	2.00	Director	$0	$0	$0
CHELSIE MANLEY	DIRECTOR	2.00	Director	$0	$0	$0
APRIL ISERAL	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN DILLON	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTY LUSPO	DIRECTOR	2.00	Director	$0	$0	$0
FARRAH REID	DIRECTOR	2.00	Director	$0	$0	$0
LARRY BROWN	DIRECTOR	2.00	Director	$0	$0	$0
HUY PHAM	DIRECTOR	2.00	Director	$0	$0	$0
KATHY SPARKS	DIRECTOR	2.00	Director	$0	$0	$0
CHARLOTTE STEELMAN	DIRECTOR	2.00	Director	$0	$0	$0
RACHEL THOMAS	DIRECTOR	2.00	Director	$0	$0	$0
TERESA NOVAK	EXECUTIVE DIRECTOR	40.00	Officer	$66,000	$0	$66,000

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	$137,893	$119,502	$423,246	$18,391
2024	$177,171	$110,286	$397,081	$66,885
2023	$104,227	$144,446	$335,859	$-40,219
2022	$74,639	$109,758	$349,838	$-35,119
2021	$102,048	$92,918	$384,957	$9,130
2020	$84,676	$143,408	$375,827	$-58,732
2019	$131,099	$140,565	$426,696	$-9,466
2018	$225,083	$168,877	$421,638	$56,206