COMMUNITY FOUNDATION OF NORTH TEXAS (TAX (EIN 752267767) - 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

1989

Legal Domicile

Principal Officer

ROSE BRADSHAW

Phone

8178770702

Tax Period

2023-01-01 to 2023-12-31

COMMUNITY FOUNDATION OF NORTH TEXAS (TAX, founded in 1989, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $86.3M in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $41.7M, a strong 48% operating margin.

Mission

TO STRENGTHEN THE COMMUNITY THROUGH CIVIC LEADERSHIP AND TO ENCOURAGE PHILANTHROPY BY PROVIDING COMMUNITY KNOWLEDGE AND RELIABLE STEWARDSHIP TO THOSE WHO WISH TO FULFILL THEIR CHARITABLE GOALS IN A MEANINGFUL WAY--EITHER DURING OR BEYOND THEIR LIFETIMES.

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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 $60,493,759

Program Service Revenue $2,799,251

Investment Income $22,846,609

Other Revenue $189,732

TOTAL REVENUE $86,329,351

Expense Breakdown

Grants Paid $35,219,917

Salaries & Benefits $2,387,356

Fundraising Expenses $1,122,433

Program Expenses $41,869,348

Other Expenses $6,985,658

TOTAL EXPENSES $44,592,931

Year-over-Year Comparison

	2023	2022	Change
Revenue	$86,329,351	$63,354,354	+0.4%
Expenses	$44,592,931	$51,107,326	-0.1%
Net Income	$41,736,420	$12,247,028	+2.4%

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

$1,179,860

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL H MCCARTHY	CHAIR	2.00	Director	$0	$0	$0
STEPHANIE BRENTLINGER	VICE CHAIR	1.00	Director	$0	$0	$0
CHARLES B MILLIKEN	TREASURER	1.00	Director	$0	$0	$0
JANEEN LAMKIN	ASSISTANT TREASURER	1.00	Director	$0	$0	$0
MEGGIE LOWY	CORPORATE SECRETARY	1.00	Director	$0	$0	$0
SMITH A BROWNLIE III	DIRECTOR	0.50	Director	$0	$0	$0
SAVANNAH PETRONIS	DIRECTOR	0.50	Director	$0	$0	$0
KEN SCHAEFER	DIRECTOR	0.50	Director	$0	$0	$0
BENJAMIN SCHEFFLER	DIRECTOR	0.50	Director	$0	$0	$0
HORATIO PORTER	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT HOLT	DIRECTOR	0.50	Director	$0	$0	$0
KELLY HANLEY	DIRECTOR	0.50	Director	$0	$0	$0
ALLEN HODGES	DIRECTOR	0.50	Director	$0	$0	$0
ADELAIDE LEAVENS	DIRECTOR	0.50	Director	$0	$0	$0
ANNE HOLLAND	DIRECTOR	0.50	Director	$0	$0	$0
WINJIE TANG MIAO	DIRECTOR	0.50	Director	$0	$0	$0
JEREMY SMITH	DIRECTOR	0.50	Director	$0	$0	$0
ANETTE LANDEROS	DIRECTOR	0.50	Director	$0	$0	$0
ANN LOPEZ	DIRECTOR	0.50	Director	$0	$0	$0
JOE TAYLOR	DIRECTOR	0.50	Director	$0	$0	$0
ORLANDO CARVALHO	DIRECTOR	0.50	Director	$0	$0	$0
PHILLIP W MCCRURY	CHAIRMAN EMERITUS - NON VO	0.50	Director	$0	$0	$0
ALFRED SAENZ	CHAIRMAN EMERITUS - NON VO	0.50	Director	$0	$0	$0
JAMES B DEMOSS	CHAIRMAN EMERITUS - NON VO	0.50	Director	$0	$0	$0
ROSE BRADSHAW	PRESIDENT	40.00	Officer	$355,986	$58,538	$414,524
CHRISTOPHER WHITE	CHIEF FINANCIAL OFFICER	40.00	Officer	$165,805	$40,750	$206,555
STAN NINEMIRE	CHIEF INVESTMENT OFFICER	40.00	Officer	$114,991	$12,796	$127,787
MARGARET KRAMER	DIRECTOR OF DONOR ENGAGEME	40.00	Officer	$186,118	$43,558	$229,676
AMANDA LEWIS	DIRECTOR OF CHARITABLE GIF	40.00	Officer	$181,458	$19,860	$201,318

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	$86,329,351	$44,592,931	$513,519,962	$41,736,420
2023	$86,329,351	$44,592,931	$513,519,962	$41,736,420
2022	$63,354,354	$51,107,326	$455,564,813	$12,247,028
2021	$72,575,782	$34,734,263	$520,525,998	$37,841,519
2020	$56,926,858	$38,940,707	$422,118,211	$17,986,151
2019	$45,000,711	$26,449,411	$381,870,729	$18,551,300
2018	$91,507,572	$26,829,555	$321,539,902	$64,678,017

COMMUNITY FOUNDATION OF NORTH TEXAS (TAX