BUILDING OWNERS AND MANAGERS ASSOCIATION OF GREATER DALLAS (EIN 751042373) - 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

1985

Legal Domicile

Principal Officer

TERI GARCIA

Phone

2147449020

Tax Period

2024-03-01 to 2025-02-28

BUILDING OWNERS AND MANAGERS ASSOCIATION OF GREATER DALLAS, founded in 1985, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Expenses of $1.4M left a modest 11% surplus.

Mission

Adding value to the Commercial Real Estate industry in Greater Dallas.

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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 $3,851

Program Service Revenue $1,459,048

Investment Income $73,674

Other Revenue $75,289

TOTAL REVENUE $1,611,862

Expense Breakdown

Grants Paid $0

Salaries & Benefits $496,605

Fundraising Expenses $0

Other Expenses $931,648

TOTAL EXPENSES $1,428,253

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,611,862	$1,514,452	+0.1%
Expenses	$1,428,253	$1,253,766	+0.1%
Net Income	$183,609	$260,686	-0.3%

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

100

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

$174,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTIAN D MALESIC THRU 925	Executive Dir.	40.00	Officer	$174,000	$0	$174,000
CARLY DAVIS	Director	2.00	Director	$0	$0	$0
COURTNEY KUEBLER	Director	2.00	Director	$0	$0	$0
BILL MOEBIUS	Vice President	2.00	Officer Director	$0	$0	$0
SARAH BUCKLES	Director	2.00	Director	$0	$0	$0
REGINA MCCLENDON	Director	2.00	Director	$0	$0	$0
DAN MCLAUGHLIN	Director	2.00	Director	$0	$0	$0
AMBER STUGART	President	2.00	Officer Director	$0	$0	$0
TIM STOUT	Director	2.00	Director	$0	$0	$0
TERI GARCIA	Director	2.00	Director	$0	$0	$0
ELIZABETH MEREDITH	Director	2.00	Director	$0	$0	$0
SARAH ADAMS	SEC/TREAS	2.00	Officer Director	$0	$0	$0
MARY LEERSSEN	IMM PAST PRES	2.00	Officer 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	$1,611,862	$1,428,253	$2,213,579	$183,609
2024	$1,514,452	$1,253,766	$1,871,530	$260,686
2023	$1,561,164	$1,369,528	$1,532,865	$191,636
2022	$1,384,324	$1,193,312	$1,409,803	$191,012
2021	$951,791	$943,324	$1,200,863	$8,467
2020	$1,373,064	$1,256,415	$1,274,854	$116,649
2018	$1,247,651	$1,158,918	$892,755	$88,733

BUILDING OWNERS AND MANAGERS ASSOCIATION OF GREATER DALLAS