DACOR BACON HOUSE FOUNDATION

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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

1965

Legal Domicile

Principal Officer

ALYSON REED

Phone

2026820500

Tax Period

2024-01-01 to 2024-12-31

DACOR BACON HOUSE FOUNDATION, founded in 1965, is a community nonprofit in the International Affairs sector that reported $1.8M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $280K, a strong 16% operating margin.

Mission

TO CONTRIBUTE TO THE DEVELOPMENT OF MUTUAL INTERNATIONAL UNDERSTANDING AND STRENGTHEN TIES BETWEEN THE PEOPLE OF THE UNITED STATES AND OTHER NATIONS, TO ENHANCE AWARENESS OF AND FOSTER EDUCATIONAL LEADERSHIP IN INTERNATIONAL AFFAIRS.

Program Service Accomplishments

Program 1

Expenses: $1,005,074 Revenue: $173,176

THE FOUNDATION PROVIDED SPACE FOR EDUCATIONAL CONFERENCES, SEMINARS AND OTHER PROGRAMS AND EVENTS, AND ADMINISTERED FELLOWSHIP PROGRAMS TO FURTHER ITS GOAL OF PROVIDING FOR BETTER MUTUAL...

THE FOUNDATION PROVIDED SPACE FOR EDUCATIONAL CONFERENCES, SEMINARS AND OTHER PROGRAMS AND EVENTS, AND ADMINISTERED FELLOWSHIP PROGRAMS TO FURTHER ITS GOAL OF PROVIDING FOR BETTER MUTUAL UNDERSTANDING BETWEEN NATIONS.

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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 $645,341

Program Service Revenue $173,176

Investment Income $758,634

Other Revenue $201,216

TOTAL REVENUE $1,778,367

Expense Breakdown

Grants Paid $227,208

Salaries & Benefits $580,654

Fundraising Expenses $121,730

Program Expenses $1,005,074

Other Expenses $690,612

TOTAL EXPENSES $1,498,474

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,778,367	$1,646,455	+0.1%
Expenses	$1,498,474	$1,267,250	+0.2%
Net Income	$279,893	$379,205	-0.3%

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

$147,112

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELA DICKEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
SYLVIA G STANFIELD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RICHARD MORFORD	TREASURER	1.00	Officer Director	$0	$0	$0
JANICE F BAY	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
ELIZABETH WARNER	SECRETARY	1.00	Officer Director	$0	$0	$0
ALFREDA MEYERS	ASSISTANT SECRETARY	1.00	Officer Director	$0	$0	$0
SHAZ AKRAM	TRUSTEE	1.00	Director	$0	$0	$0
HENRY BAUMGARTEN	TRUSTEE	1.00	Director	$0	$0	$0
JOANATHAN BENTON	TRUSTEE AS OF MAY	1.00	Director	$0	$0	$0
DEBORAH BOLTON	TRUSTEE	1.00	Director	$0	$0	$0
TOM BRANNAN	TRUSTEE AS OF MAY	1.00	Director	$0	$0	$0
R CLARKE COOPER	TRUSTEE	1.00	Director	$0	$0	$0
CRAIG HALL	TRUSTEE	1.00	Director	$0	$0	$0
GENE R HARRIS	TRUSTEE	1.00	Director	$0	$0	$0
CAROLEE HEILMAN	TRUSTEE	1.00	Director	$0	$0	$0
PAULA JAKUB	TRUSTEE	1.00	Director	$0	$0	$0
DONALD KURSCH	TRUSTEE	1.00	Director	$0	$0	$0
DANA LINNET	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS MARTELLA	TRUSTEE AS OF MAY	1.00	Director	$0	$0	$0
JOANNA W MARTIN	TRUSTEE	1.00	Director	$0	$0	$0
KEITH P MCCORMICK	TRUSTEE	1.00	Director	$0	$0	$0
LYNNE PLATT	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS STAAL	TRUSTEE	1.00	Director	$0	$0	$0
STUART SYMINGTON	TRUSTEE AS OF MAY	1.00	Director	$0	$0	$0
DAPHNE TITUS	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN THOMPSON	TRUSTEE	1.00	Director	$0	$0	$0
LYNN NORTHCUTT VEGA	TRUSTEE AS OF MAY	1.00	Director	$0	$0	$0
MARC WALL	TRUSTEE	1.00	Director	$0	$0	$0
MEREDITH WHITING	TRUSTEE	1.00	Director	$0	$0	$0
ASHLEY WILLS	TRUSTEE	1.00	Director	$0	$0	$0
JULIE HERR	TRUSTEE UNTIL MAY	1.00	Director	$0	$0	$0
POOJA PAMA	TRUSTEE UNTIL MAY	1.00	Director	$0	$0	$0
MATTIE SHARPLESS	TRUSTEE UNTIL MAY	1.00	Director	$0	$0	$0
JOHN BRADSHAW	EXECUTIVE DIRECTOR	16.00	Officer	$2,500	$4,212	$147,112

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	$1,778,367	$1,498,474	$15,950,021	$279,893
2023	$1,646,455	$1,267,250	$14,729,373	$379,205
2022	$1,238,661	$1,239,897	$13,363,578	$-1,236
2021	$1,214,827	$1,056,773	$15,503,387	$158,054
2020	$923,167	$1,091,583	$15,783,176	$-168,416
2019	$1,079,112	$996,674	$15,020,863	$82,438
2018	$1,079,268	$875,847	$13,498,243	$203,421