DFW BUSINESS GROUP ON HEALTH (EIN 751924594) - 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

MARIANNE FAZEN

Tax Period

2023-01-01 to 2023-12-31

DFW BUSINESS GROUP ON HEALTH, founded in 1985, is a small nonprofit in the Education sector that reported $687K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $141K, a strong 21% operating margin.

Mission

DFWBGH IS A COALITION OF DALLAS AND FORT WORTH AREA EMPLOYEES COMMITTED TO WORKING WITH PARTNERS IN THE COMMUNITY TO PROMOTE AND MAINTAIN A HEALTHCARE SYSTEM THAT PROVIDES QUALITY, ACCOUNTABILITY, AND AFFORDABILITY FOR OUR EMPLOYEES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $404,786

Program Service Revenue $265,010

Investment Income $17,247

Other Revenue $0

TOTAL REVENUE $687,043

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $341,717

Other Expenses $546,192

TOTAL EXPENSES $546,192

Year-over-Year Comparison

	2023	2022	Change
Revenue	$687,043	$569,601	+0.2%
Expenses	$546,192	$551,363	0.0%
Net Income	$140,851	$18,238	+6.7%

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
MONICA MARTIN	DIRECTOR	0.10	Director	$0	$0	$0
JOANNE HINTON	DIRECTOR	0.10	Director	$0	$0	$0
REBECCA BROGAN	DIRECTOR	0.10	Director	$0	$0	$0
JASON MANSFIELD	DIRCTOR	0.10	Director	$0	$0	$0
ELMA RAMIREZ	DIRECTOR	0.10	Director	$0	$0	$0
MICHELLE BROOKES	DIRECTOR	0.10	Director	$0	$0	$0
MIKE ADAMS	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARIANNE FAZEN	EXECUTIVE DIRECTOR	1.00	Officer Director Key Emp	$0	$0	$0
MARK HAERR	TREASURER	1.00	Officer Director	$0	$0	$0
MIKE RAY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LANA RAIMBAULT	SECRETARY	1.00	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
2024	No data	No data	No data	No data
2023	$687,043	$546,192	$685,870	$140,851
2022	$569,601	$551,363	$545,019	$18,238
2021	$488,473	$312,844	$526,781	$175,629
2020	$223,845	$249,267	$351,152	$-25,422
2019	$433,030	$377,482	$376,574	$55,548
2018	$419,094	$524,200	$321,026	$-105,106

DFW BUSINESS GROUP ON HEALTH