DALLAS ACADEMY (EIN 751247831) - 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

1967

Legal Domicile

Principal Officer

KEITH MONTGOMERY

Phone

2143241481

Tax Period

2024-07-01 to 2025-06-30

DALLAS ACADEMY, founded in 1967, is a community nonprofit that reported $5.7M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

TO EDUCATE BRIGHT STUDENTS WITH LEARNING DIFFERENCES IN GRADES K THRU 12.

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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 $384,802

Program Service Revenue $5,056,089

Investment Income $69,032

Other Revenue $181,171

TOTAL REVENUE $5,691,094

Expense Breakdown

Grants Paid $350,000

Salaries & Benefits $3,573,046

Fundraising Expenses $112,074

Program Expenses $4,969,663

Other Expenses $1,670,195

TOTAL EXPENSES $5,593,241

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,691,094	$5,142,252	+0.1%
Expenses	$5,593,241	$5,038,113	+0.1%
Net Income	$97,853	$104,139	-0.1%

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

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

$218,928

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH MONTGOMERY	CHAIRMAN	0.00	Officer Director	$0	$0	$0
TERRENCE S WELCH	VICE CHAIRMAN	0.00	Officer Director	$0	$0	$0
CHRIS BELLEW	TRUSTEE	0.00	Director	$0	$0	$0
REDONNA HIGGINS	SECRETARY	0.00	Officer Director	$0	$0	$0
ROGER PERRY	TRUSTEE	0.00	Director	$0	$0	$0
TOM CONNOP	TRUSTEE	0.00	Director	$0	$0	$0
TROY STURROCK	TREASURER	0.00	Officer Director	$0	$0	$0
ANDY MILLER	TRUSTEE	0.00	Director	$0	$0	$0
LORI LOVELACE ZIEGLER	TRUSTEE	0.00	Director	$0	$0	$0
MICHAEL S MCLANE	TRUSTEE	0.00	Director	$0	$0	$0
ELIZABETH MURSKI	HEADMASTER	40.00	Key Emp	$218,928	$0	$218,928
JEREMY CIVELLO	DEAN/ATHLETIC DIRECTOR	40.00	Highest	$114,393	$0	$114,393

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	$5,691,094	$5,593,241	$8,986,833	$97,853
2024	$5,142,252	$5,038,113	$8,975,251	$104,139
2023	$5,266,696	$4,645,393	$8,273,573	$621,303
2022	$4,333,015	$4,371,450	$7,424,128	$-38,435
2021	$4,058,413	$3,973,230	$7,246,629	$85,183
2020	$4,150,186	$4,229,019	$7,322,660	$-78,833
2019	$4,318,053	$4,598,998	$7,559,960	$-280,945
2018	$4,435,561	$4,684,435	$7,946,851	$-248,874

DALLAS ACADEMY