COMMUNITIES FOUNDATION OF TEXAS INC (EIN 750964565) - 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

1960

Legal Domicile

Principal Officer

WAYNE WHITE

Phone

2147504222

Tax Period

2024-07-01 to 2025-06-30

COMMUNITIES FOUNDATION OF TEXAS INC, founded in 1960, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $341.6M in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $77.3M, a strong 23% operating margin.

Mission

THE FOUNDATION IS COMMITTED TO SERVING CHARITABLE NEEDS BOTH DOMESTICALLY AND ABROAD THROUGH CHARITABLE GRANTS AND SERVICES AT THE DISCRETION OF THE BOARD OF TRUSTEES.

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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 $262,314,142

Program Service Revenue $9,467,037

Investment Income $68,130,417

Other Revenue $1,695,762

TOTAL REVENUE $341,607,358

Expense Breakdown

Grants Paid $224,950,482

Salaries & Benefits $20,001,855

Fundraising Expenses $3,979,154

Program Expenses $244,001,444

Other Expenses $19,346,585

TOTAL EXPENSES $264,298,922

Year-over-Year Comparison

	2024	2023	Change
Revenue	$341,607,358	$249,264,067	+0.4%
Expenses	$264,298,922	$211,376,004	+0.3%
Net Income	$77,308,436	$37,888,063	+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

163

Volunteers

869

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

$4,002,569

Total Directors

Key Employees

$412,362

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CONNIE BLASS O'NEILL	VICE CHAIR (THRU 12/31/24), CHAIR	1.00	Director	$0	$0	$0
MATRICE ELLIS-KIRK	VICE CHAIR	1.00	Director	$0	$0	$0
ARCILIA ACOSTA	TRUSTEE	1.00	Director	$0	$0	$0
PETER BRODSKY	TRUSTEE	1.00	Director	$0	$0	$0
RICHIE BUTLER	CHAIR (THRU 12/31/24), TRUSTEE	1.00	Director	$0	$0	$0
GREG CAMPBELL	TRUSTEE (THRU 12/31/24)	1.00	Director	$0	$0	$0
RAKESH DAHIYA	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL DARDICK	TRUSTEE	1.00	Director	$0	$0	$0
JOSE GUEVARA	TRUSTEE	1.00	Director	$0	$0	$0
GUNJAN JAIN	TRUSTEE	1.00	Director	$0	$0	$0
SARA LOSINGER	TRUSTEE	1.00	Director	$0	$0	$0
JILL LOUIS	TRUSTEE	1.00	Director	$0	$0	$0
TOM MONTGOMERY	TRUSTEE	1.00	Director	$0	$0	$0
ALFREDA NORMAN	TRUSTEE (THRU 12/31/24)	1.00	Director	$0	$0	$0
CHRISTOPHER REYNOLDS	TRUSTEE	1.00	Director	$0	$0	$0
KATIE ROBBINS	TRUSTEE	1.00	Director	$0	$0	$0
ANDY SMITH	TRUSTEE	1.00	Director	$0	$0	$0
JOHN STEPHENS	TRUSTEE	1.00	Director	$0	$0	$0
THEAR SUZUKI	TRUSTEE	1.00	Director	$0	$0	$0
DEBRA TAGG	TRUSTEE	1.00	Director	$0	$0	$0
ROB WALTERS	TRUSTEE	1.00	Director	$0	$0	$0
WAYNE WHITE	PRESIDENT AND CEO	40.00	Officer	$555,840	$35,338	$591,178
JAMES T BERRY	SR. VP & CFO & TREASURER	40.00	Officer	$399,295	$39,179	$438,474
TRUMAN GREENE JR	CHIEF HUMAN RESOURCES OFFICER	40.00	Officer	$290,952	$38,258	$329,210
JENNIFER BEHL TAYLOR	CHIEF MARKETING OFFICER	40.00	Officer	$286,796	$38,946	$325,742
DR REO EDWARDS CHIEF	PROGRAMS AND ENGAGEMENT OFFICER	40.00	Officer	$285,984	$24,270	$310,254
GARY SAMBERSON	CHIEF INVESTMENT OFFICER	40.00	Officer	$263,563	$38,496	$302,059
CALVERT COLLINS-BRATTON	CHIEF RELATIONSHIPS OFFICER	40.00	Officer	$274,562	$25,866	$300,428
CAROLYN NEWHAM GEN	COUNSEL AND CORPORATE SECRETARY	40.00	Officer	$259,188	$31,198	$290,386
ROGER SANTONE	CHIEF INFORMATION OFFICER (THRU 12/31/24)	40.00	Officer	$252,251	$32,921	$285,172
KRISTINE M THOMAS	SENIOR VP, FINANCE	40.00	Officer	$216,580	$29,301	$245,881
KATHERINE L SCHAEFERS	CHIEF ACCOUNTING OFFICER	40.00	Officer	$194,660	$32,427	$227,087
NADINE DECHAUSAY	CHIEF STRATEGY & INSIGHTS OFFICER	40.00	Officer	$188,731	$31,939	$220,670
ROBERT KENT	CHIEF PHILANTHROPY OFFICER	40.00	Officer	$119,875	$9,435	$129,310
AMIR TABEI	CHIEF INFORMATION OFFICER	40.00	Officer	$6,718	$0	$6,718
JOHN J FITZPATRICK	EXEC. DIRECTOR - EDTX (THRU 9/6/24)	40.00	Key Emp	$390,036	$22,326	$412,362
JOHN C COXON MGING DIR	OF PROGRAMS - EDTX (THRU 4/30/25)	40.00	Highest	$270,086	$39,089	$309,175
OCTAVIO MORALES	TECHNOLOGY DELIVERY OFFICER	40.00	Highest	$167,952	$30,627	$198,579
PRISCILLA AQUINO-GARZA SR	DIR., PROGRAMS, TEACHING & LEADING	40.00	Highest	$170,326	$20,288	$190,614
SHAWN JACKSON	EXEC. DIRECTOR, KALEIDOSCOPE PARK	40.00	Highest	$173,527	$16,676	$190,203
RYAN FRANKLIN MGING DIR	POLICY AND ADVOCACY, EDTX (THRU 10/4/24)	40.00	Highest	$165,430	$15,574	$181,004

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	$341,607,358	$264,298,922	$1,168,653,123	$77,308,436
2024	$249,264,067	$211,376,004	$1,044,344,586	$37,888,063
2023	$195,142,202	$190,565,297	$932,581,527	$4,576,905
2022	$274,423,452	$207,437,295	$891,470,306	$66,986,157
2021	$213,748,831	$170,610,185	$935,842,114	$43,138,646
2020	$206,780,551	$161,352,718	$722,475,684	$45,427,833
2019	$153,430,280	$138,329,874	$685,116,880	$15,100,406
2018	$152,524,701	$137,101,607	$661,478,547	$15,423,094

COMMUNITIES FOUNDATION OF TEXAS INC