DALLAS ROTARY CLUB FOUNDATION

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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

1954

Legal Domicile

Principal Officer

JAMES FRANKIEWICZ

Phone

2147425451

Tax Period

2024-07-01 to 2025-06-30

DALLAS ROTARY CLUB FOUNDATION, founded in 1954, is a small nonprofit that reported $282K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $259K left a modest 8% surplus.

Mission

SPONSORS COMMUNITY SERVICE PROJECTS AND SCHOLARSHIPS.

Program Service Accomplishments

Program 1

Expenses: $38,105

SDBD DISTRIBUTIONS FROM SAFER DALLAS BETTER DALLAS GOLF TOURNAMENT

Program 2

Expenses: $22,500

USO DFW DISTRIBUTION FROM SALUTE TO AMERICA'S VETS EVENT

Program 3

Expenses: $36,500

GEORGE W. BUSH INSTITUTE FROM SALUTE TO AMERICA'S VETS EVENT

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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 $316,047

Program Service Revenue $0

Investment Income $200,520

Other Revenue $-234,308

TOTAL REVENUE $282,259

Expense Breakdown

Grants Paid $182,204

Salaries & Benefits $0

Fundraising Expenses $4,546

Program Expenses $208,235

Other Expenses $76,329

TOTAL EXPENSES $258,533

Year-over-Year Comparison

	2024	2023	Change
Revenue	$282,259	$323,718	-0.1%
Expenses	$258,533	$258,171	+0.0%
Net Income	$23,726	$65,547	-0.6%

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

N/A

Volunteers

139

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES DOWDEN	PAST CHAIR	5.00	Officer Director	$0	$0	$0
ED BARDWELL	TRUSTEE	1.00	Director	$0	$0	$0
SALAH BOUKADOUM	CHAIRMAN	8.00	Officer Director	$0	$0	$0
CHRIS CASTLE	ADVISOR/CLUB PRESIDENT	4.00	Director	$0	$0	$0
DAVID CROSS	TRUSTEE	1.00	Director	$0	$0	$0
BOB DILWORTH	TRUSTEE	1.00	Director	$0	$0	$0
TOM MCINTIRE	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY INTERRANTE	TRUSTEE	1.00	Director	$0	$0	$0
RONNIE JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
JUSTIN SIMONE	TRUSTEE	1.00	Director	$0	$0	$0
CYNDI JANSSEN	TRUSTEE/CLUB ADMINISTRATOR	1.00	Director	$0	$0	$0
JIM FRANKIEWICZ	TREASURER	1.00	Director	$0	$0	$0
RYAN BEIL	ADVISOR/CLUB PRESIDENT ELECT	4.00	Director	$0	$0	$0
BOB BRACKEN	TRUSTEE	1.00	Director	$0	$0	$0
COLLEEN BRAINERD	TRUSTEE	1.00	Director	$0	$0	$0
AUDREY MOOREHEAD	TRUSTEE	1.00	Director	$0	$0	$0
TRAVIS ROBERTS	TRUSTEE	1.00	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	$282,259	$258,533	$4,094,210	$23,726
2024	No data	No data	No data	No data
2023	$626,701	$457,230	$3,572,304	$169,471
2023	$469,840	$300,369	$3,572,304	$169,471
2022	$513,928	$344,403	$3,401,918	$169,525
2021	$481,837	$286,877	$4,086,842	$194,960
2020	$443,873	$345,072	$3,291,390	$98,801
2019	$374,597	$350,300	$3,192,589	$24,297
2018	$467,747	$422,890	$3,168,292	$44,857