SENIOR CITIZENS OF GREATER DALLAS INC (EIN 751085555) - 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

1961

Legal Domicile

Principal Officer

STACEY MALCOLMSON

Phone

2148235700

Tax Period

2024-04-01 to 2025-03-31

SENIOR CITIZENS OF GREATER DALLAS INC, founded in 1961, is a community nonprofit that reported $6.9M in total revenue in fiscal year 2024. Expenses of $7.7M exceeded revenue, resulting in a 10% operating deficit.

Mission

TO ENHANCE THE QUALITY OF LIFE OF OLDER ADULTS 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 $6,749,516

Program Service Revenue $93,212

Investment Income $149,993

Other Revenue $-54,975

TOTAL REVENUE $6,937,746

Expense Breakdown

Grants Paid $519,548

Salaries & Benefits $4,772,343

Fundraising Expenses $831,667

Program Expenses $5,707,429

Other Expenses $2,363,928

TOTAL EXPENSES $7,655,819

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,937,746	$7,000,951	0.0%
Expenses	$7,655,819	$7,612,567	+0.0%
Net Income	$-718,073	$-611,616	+0.2%

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

3001

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

$727,018

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACEY MALCOLMSON	PRESIDENT & CEO	40.00	Officer	$255,976	$25,117	$281,093
HASSAN TAHAT	CFO	40.00	Officer	$140,856	$22,697	$163,553
RENAE PERRY	COO	40.00	Officer	$129,358	$17,428	$146,786
CAROLINE MARAK	CDO	40.00	Officer	$118,988	$16,598	$135,586
KIM CAMPBELL-HAILEY	AT-LARGE	0.50	Director	$0	$0	$0
KIMBERLY J YAMANOUCHI MD MPH	AT-LARGE	0.50	Director	$0	$0	$0
PAMELA BUSBEE	AT-LARGE	0.50	Director	$0	$0	$0
WALTER CLARKE	DIRECTOR	0.30	Director	$0	$0	$0
SUSAN FARRIS	DIRECTOR	0.30	Director	$0	$0	$0
SUZAN FENNER	DIRECTOR	0.30	Director	$0	$0	$0
KEVIN AKERS	DIRECTOR	0.30	Director	$0	$0	$0
WANN BANKS	DIRECTOR	0.30	Director	$0	$0	$0
STEVE FOLSOM	DIRECTOR	0.30	Director	$0	$0	$0
SCOTT CHASE	DIRECTOR	0.30	Director	$0	$0	$0
ROBERT BOB DILL	DIRECTOR	0.30	Director	$0	$0	$0
ANDY DREXLER	DIRECTOR	0.30	Director	$0	$0	$0
JEREMY HAWPE	DIRECTOR	0.30	Director	$0	$0	$0
BLAKE ESTESS	DIRECTOR	0.30	Director	$0	$0	$0
KATY MILLER	DIRECTOR	0.30	Director	$0	$0	$0
PATTI FLOWERS	DIRECTOR	0.30	Director	$0	$0	$0
PAIGE WILBUR	DIRECTOR	0.30	Director	$0	$0	$0
SHANNON FREEZE	DIRECTOR	0.30	Director	$0	$0	$0
ANN FRANCES JURY	DIRECTOR	0.30	Director	$0	$0	$0
JETHRO TREY PUGH III	DIRECTOR	0.30	Director	$0	$0	$0
JUDE RAMAYYA	DIRECTOR	0.30	Director	$0	$0	$0
DAVE BERAN	DIRECTOR	0.30	Director	$0	$0	$0
DEE VELVIN	DIRECTOR	0.30	Director	$0	$0	$0
REV RANDALL LUCAS	DIRECTOR	0.30	Director	$0	$0	$0
HARSH AGARWAL	DIRECTOR	0.30	Director	$0	$0	$0
MARIO LOPEZ	DIRECTOR	0.30	Director	$0	$0	$0
ADAM MEDRANO	DIRECTOR	0.30	Director	$0	$0	$0
DELLA MUNGUR	DIRECTOR	0.30	Director	$0	$0	$0
TAMMY RICHARDS	DIRECTOR	0.30	Director	$0	$0	$0
JIM RILEY	DIRECTOR	0.30	Director	$0	$0	$0
ROWLAND ROBIN ROBINSON	DIRECTOR	0.30	Director	$0	$0	$0
RENITA SMITH	DIRECTOR	0.30	Director	$0	$0	$0
REBECCA J WYNNE	PAST-CHAIR	0.50	Director	$0	$0	$0
SEJAL DESAI	CHAIR ELECT	0.50	Director	$0	$0	$0
DEN BISHOP	CHAIR	1.00	Officer Director	$0	$0	$0
TODD NORDEEN	PLANNING CHAIR	0.50	Officer Director	$0	$0	$0
SHANNON WOODS	CORPORATE SECRETARY	0.50	Officer Director	$0	$0	$0
MICHAEL CORDER	TREASURER	0.50	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	$6,937,746	$7,655,819	$10,478,719	$-718,073
2024	$7,000,951	$7,612,567	$11,036,481	$-611,616
2023	$7,501,570	$7,699,504	$11,060,900	$-197,934
2022	$8,476,671	$7,067,090	$11,583,419	$1,409,581
2021	$7,252,832	$6,827,260	$10,177,223	$425,572
2020	$6,302,732	$6,157,763	$8,787,764	$144,969
2019	$5,847,768	$6,219,298	$9,149,850	$-371,530
2018	$5,730,683	$6,498,564	$9,557,439	$-767,881

SENIOR CITIZENS OF GREATER DALLAS INC