BOMA DALLAS FOUNDATION (EIN 752484560) - 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

1993

Legal Domicile

Principal Officer

TERI GARCIA

Phone

2147449020

Tax Period

2024-03-01 to 2025-02-28

BOMA DALLAS FOUNDATION, founded in 1993, is a small nonprofit that reported $231K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $265K exceeded revenue, resulting in a 15% operating deficit.

Mission

Support and benefit BOMA Greater Dallas by, among other things, furthering the education, expertise, professionalism, community service, and philanthropic activities of the Association.

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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 $81,260

Program Service Revenue $152,198

Investment Income $8,397

Other Revenue $-11,007

TOTAL REVENUE $230,848

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $181,449

Other Expenses $265,145

TOTAL EXPENSES $265,145

Year-over-Year Comparison

	2024	2023	Change
Revenue	$230,848	$262,993	-0.1%
Expenses	$265,145	$218,761	+0.2%
Net Income	$-34,297	$44,232	-1.8%

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

100

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

$174,000

Total Directors

$174,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTIAN D MALESIC-THRU 925	Executive Dir.	5.00	Officer Director	$0	$0	$174,000
SARAH ADAMS	Secretary/TREAS	1.00	Officer Director	$0	$0	$0
REGINA MCCLENDON	Trustee	1.00	Director	$0	$0	$0
DAN MCLAUGHLIN	Trustee	1.00	Director	$0	$0	$0
AMBER STUGART	President	1.00	Officer Director	$0	$0	$0
TERI GARCIA	Trustee	1.00	Director	$0	$0	$0
MARY LEERSSEN	IMM. PAST PRES.	1.00	Officer Director	$0	$0	$0
CARLY DAVIS	Trustee	1.00	Director	$0	$0	$0
BILL MOEBIUS	Vice President	1.00	Officer Director	$0	$0	$0
COURTNEY KUEBLER	Trustee	1.00	Director	$0	$0	$0
SARAH BUCKLES	Trustee	1.00	Director	$0	$0	$0
ELIZABETH MEREDITH	Trustee	1.00	Director	$0	$0	$0
TIM STOUT	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	$230,848	$265,145	$191,958	$-34,297
2024	$262,993	$218,761	$210,690	$44,232
2023	$86,076	$68,307	$162,378	$17,769
2022	$70,144	$62,464	$147,340	$7,680
2021	$26,855	$65,133	$156,251	$-38,278
2020	$134,673	$114,335	$174,801	$20,338
2019	$153,451	$132,740	$171,287	$20,711
2018	$163,103	$145,893	$146,914	$17,210

BOMA DALLAS FOUNDATION