James Dick Foundation Endowment Trust

EIN: 746341634 501(c)(3) Philanthropy & Grantmaking

Round Top, TX

Total Revenue
$47,333
Total Expenses
$5,237
Total Assets
$3,337,029
Net Assets
$3,137,492
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
TX
Principal Officer
James Dick
Phone
9792493129
Tax Period
2023-09-01 to 2024-08-31

James Dick Foundation Endowment Trust, founded in 1986, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $47K in total revenue in fiscal year 2023. The organization ran a surplus of $42K, a strong 89% operating margin.

Mission

James Dick Foundation Endowment Trust was founded in 1986 to create and maintain an endowment to provide financial support for James Dick Foundation for the Performing Arts.

Program Service Accomplishments

Program 1

James Dick Foundation Endowment Trust supports the activities of James Dick Foundation for the Performing Arts.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $47,333
Other Revenue $0
TOTAL REVENUE $47,333

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $5,237
TOTAL EXPENSES $5,237

Year-over-Year Comparison

2023 2022 Change
Revenue $47,333 $45,687 +0.0%
Expenses $5,237 $61,077 -0.9%
Net Income $42,096 $-15,390 -3.7%
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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Governance

Voting Members
4
Independent Members
3
Employees
N/A
Volunteers
2

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
$81,692
Total Directors
4
$81,692
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
James Dick President 4.00
Officer Director
$0 $36,748 $81,692
David Hilgers Treasurer 4.00
Officer Director
$0 $0 $0
Paul Clote Trustee 4.00
Director
$0 $0 $0
Richel Rivers Trustee 4.00
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
2025 No data No data No data No data
2024 $47,333 $5,237 $3,337,029 $42,096
2023 $45,687 $61,077 $3,162,043 $-15,390
2022 $102,326 $61,485 $3,142,869 $40,841
2021 $75,866 $64,332 $3,367,448 $11,534
2020 $121,002 $72,025 $3,209,959 $48,977
2019 $87,748 $84,079 $3,153,650 $3,669
2018 $103,004 $107,840 $3,471,240 $-4,836
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