MENTAL HEALTH AMERICA OF GREATER DALLAS (EIN 750999935) - 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

1947

Legal Domicile

Principal Officer

PENNIE BEAUCHAMP

Phone

2148712420

Tax Period

2023-01-01 to 2023-12-31

MENTAL HEALTH AMERICA OF GREATER DALLAS, founded in 1947, is a small nonprofit in the Mental Health sector that reported $567K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year.

Mission

TO LEAD THE COMMUNITY IN IMPROVING MENTAL HEALTH THROUGH ADVOCACY AND EDUCATION.

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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 $273,493

Program Service Revenue $289,744

Investment Income $606

Other Revenue $3,494

TOTAL REVENUE $567,337

Expense Breakdown

Grants Paid $0

Salaries & Benefits $283,331

Fundraising Expenses $46,113

Program Expenses $493,951

Other Expenses $312,879

TOTAL EXPENSES $596,210

Year-over-Year Comparison

	2023	2022	Change
Revenue	$567,337	$700,389	-0.2%
Expenses	$596,210	$643,874	-0.1%
Net Income	$-28,873	$56,515	-1.5%

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

N/A

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

$79,024

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACY CURTS	CHAIR	1.50	Officer Director	$0	$0	$0
JEREMY HARDY	SECRETARY	1.00	Officer Director	$0	$0	$0
JENNIFER ERASIME MS	CO-CHAIR	1.00	Officer Director	$0	$0	$0
SYLVIA LOPEZ EDD	DIRECTOR	1.00	Director	$0	$0	$0
TANYA BROWNE	TREASURER	1.00	Officer Director	$0	$0	$0
ALEX MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
MELANIE GRIMES	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN DUNN	DIRECTOR	1.00	Director	$0	$0	$0
SUE SCHELL	DIRECTOR	1.00	Director	$0	$0	$0
TANIA SETHI	DIRECTOR-ELECT	1.00	Director	$0	$0	$0
TERRELL WEATHERL	DIRECTOR	1.00	Director	$0	$0	$0
ZACH NOBLITT	DIRECTOR	1.00	Director	$0	$0	$0
BONNIE COOK	EXECUTIVE DIRECTOR	50.00	Officer	$79,024	$0	$79,024

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	No data	No data	No data	No data
2023	$567,337	$596,210	$116,733	$-28,873
2022	$700,389	$643,874	$203,161	$56,515
2021	$682,213	$631,670	$142,936	$50,543
2020	$497,523	$538,486	$102,253	$-40,963
2019	$755,983	$887,610	$108,986	$-131,627
2018	$956,199	$996,926	$196,335	$-40,727

MENTAL HEALTH AMERICA OF GREATER DALLAS