James Dick Foundation for the Performing Arts (EIN 741732353) - 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

1972

Legal Domicile

Principal Officer

James Dick

Phone

9792493129

Tax Period

2023-09-01 to 2024-08-31

James Dick Foundation for the Performing Arts, founded in 1972, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.0M in total revenue in fiscal year 2023. Revenue fell 65% from the prior year — a significant decline worth monitoring. Net assets of $17.2M represent 69 months of operating reserves.

Mission

Foster cultural development at Round Top Festival Institute, a center for performance & learning.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,904,634

Program Service Revenue $753,500

Investment Income $193,763

Other Revenue $146,081

TOTAL REVENUE $2,997,978

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,037,700

Fundraising Expenses $83,929

Program Expenses $2,597,929

Other Expenses $1,979,913

TOTAL EXPENSES $3,017,613

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,997,978	$8,500,037	-0.6%
Expenses	$3,017,613	$3,112,029	0.0%
Net Income	$-19,635	$5,388,008	-1.0%

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

$81,692

Total Directors

$81,692

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Dick	President	40.00	Officer Director	$44,944	$36,748	$81,692
Amanda Dealey	Vice President & Secretary	1.00	Officer Director	$0	$0	$0
David Hilgers	Treasurer	1.00	Officer Director	$0	$0	$0
Susan Ashcroft	Trustee	1.00	Director	$0	$0	$0
Brian Becker	Trustee	1.00	Director	$0	$0	$0
Paul Clote	Trustee	1.00	Director	$0	$0	$0
Christopher Dealey	Trustee	1.00	Director	$0	$0	$0
Jerry Herring	Trustee	1.00	Director	$0	$0	$0
William T Johnson	Trustee	1.00	Director	$0	$0	$0
Rodney Koenig	Trustee	1.00	Director	$0	$0	$0
James Lindemann	Trustee	1.00	Director	$0	$0	$0
Richel Rivers	Trustee	1.00	Director	$0	$0	$0
Perry So	Trustee	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	$2,997,978	$3,017,613	$17,336,688	$-19,635
2023	$8,500,037	$3,112,029	$17,244,325	$5,388,008
2022	$2,672,323	$2,647,714	$10,477,163	$24,609
2021	$1,584,007	$2,118,361	$10,995,008	$-534,354
2020	$1,538,849	$2,089,731	$11,443,397	$-550,882
2019	$1,925,660	$2,574,022	$11,663,125	$-648,362
2018	$2,020,814	$2,577,412	$12,302,617	$-556,598

James Dick Foundation for the Performing Arts