ASCEND DALLAS (EIN 750800699) - 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

1908

Legal Domicile

Principal Officer

KATE ROSE MARQUEZ

Phone

2149565901

Tax Period

2024-07-01 to 2025-06-30

ASCEND DALLAS, founded in 1908, is a community nonprofit in the Human Services sector that reported $5.9M in total revenue in fiscal year 2024. Expenses of $5.6M left a modest 4% surplus.

Mission

AT ASCEND DALLAS WE EMPOWER WOMEN, FIGHT POVERTY AND IMPACT GENERATIONS.

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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 $5,817,901

Program Service Revenue $3,996

Investment Income $161,226

Other Revenue $-120,764

TOTAL REVENUE $5,862,359

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,334,425

Fundraising Expenses $387,784

Program Expenses $4,607,556

Other Expenses $1,306,225

TOTAL EXPENSES $5,640,650

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,862,359	$5,430,079	+0.1%
Expenses	$5,640,650	$5,593,893	+0.0%
Net Income	$221,709	$-163,814	-2.4%

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

$863,026

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN PERRY ASHMORE	PRESIDENT	1.00	Officer Director	$0	$0	$0
TYLER JONES	TREASURER	1.00	Officer Director	$0	$0	$0
CYNTHIA NWAUBANI	SECRETARY	1.00	Officer Director	$0	$0	$0
ANDREA ALBRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
LEONA ALLEN FORD	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANY BRUNSON	DIRECTOR	1.00	Director	$0	$0	$0
EMILY CASSO FORD	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA COOKSEY	DIRECTOR	1.00	Director	$0	$0	$0
YVETTE GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
IRMA GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
MARY GOODRICH NIX	DIRECTOR	1.00	Director	$0	$0	$0
MALIA HODGES	DIRECTOR	1.00	Director	$0	$0	$0
MAURA JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER LISLE	DIRECTOR	1.00	Director	$0	$0	$0
CARMEN MEDRANO CARY	DIRECTOR	1.00	Director	$0	$0	$0
JERVONNE NEWSOME	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA SHEPHERD	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA SHERRILL MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
LINDSAY SMELSER	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY TUCKER	DIRECTOR	1.00	Director	$0	$0	$0
KATE ROSE MARQUEZ	CEO	40.00	Officer	$297,929	$33,685	$331,614
SUSAN SMITHSON	CHIEF STRATEGY OFFICER	40.00	Officer	$202,581	$31,658	$234,239
LAURA LAROCHELLE	CHIEF DEVELOPMENT OFFICER	40.00	Officer	$133,966	$20,562	$154,528
ELLEN PARR	CHIEF FINANCIAL OFFICER (THRU 12/24)	40.00	Officer	$132,261	$10,384	$142,645

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	$5,862,359	$5,640,650	$3,235,893	$221,709
2024	$5,430,079	$5,593,893	$2,947,013	$-163,814
2023	$5,133,498	$4,645,877	$3,271,302	$487,621
2022	$4,127,813	$5,158,053	$1,533,569	$-1,030,240
2021	$3,587,840	$3,253,952	$3,306,635	$333,888
2020	$4,261,869	$3,716,967	$3,195,627	$544,902
2019	$3,817,008	$4,152,739	$3,091,945	$-335,731
2018	$3,682,560	$4,187,624	$3,658,017	$-505,064

ASCEND DALLAS