Community Associations Institute Dallas Ft Worth Chapter (EIN 751704852) - 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

1980

Legal Domicile

Principal Officer

Olivia Hurtado

Phone

9722339107

Tax Period

2024-01-01 to 2024-12-31

Community Associations Institute Dallas Ft Worth Chapter, founded in 1980, is a small nonprofit that reported $522K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year.

Mission

Educational programs to inform members. Publication of annual member directory and bi-monthly newsletters as educational/reference materials.

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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 $86,314

Program Service Revenue $433,751

Investment Income $1,030

Other Revenue $500

TOTAL REVENUE $521,595

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $556,913

TOTAL EXPENSES $556,913

Year-over-Year Comparison

	2024	2023	Change
Revenue	$521,595	$617,628	-0.2%
Expenses	$556,913	$649,646	-0.1%
Net Income	$-35,318	$-32,018	+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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Olivia Hurtado	President	1.00	Officer Director	$0	$0	$0
Diana Larson	President-Elect	1.00	Officer Director	$0	$0	$0
Mark Norton	Director	1.00	Director	$0	$0	$0
Madan Goyal	Director	1.00	Director	$0	$0	$0
Joe Veach	Director	1.00	Director	$0	$0	$0
Wendy Hazelwood	Director	1.00	Director	$0	$0	$0
Vanessa Burch	Director	1.00	Director	$0	$0	$0
Deena Still	Director	1.00	Director	$0	$0	$0
Leah Burton	Director	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
2024	$521,595	$556,913	$207,971	$-35,318
2023	$617,628	$649,646	$213,448	$-32,018
2022	$261,326	$256,714	$216,588	$4,612
2021	$356,803	$386,171	$269,335	$-29,368
2020	$295,243	$281,436	$283,849	$13,807
2019	$356,904	$355,590	$239,875	$1,314
2018	$347,237	$342,915	$231,396	$4,322

Community Associations Institute Dallas Ft Worth Chapter