DALLASFORT WORTH CHAPTER OF TURNAROUND MANAGEMENT ASSN (EIN 752678153) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

JASON RAE

Phone

2147201929

Tax Period

2024-01-01 to 2024-12-31

DALLASFORT WORTH CHAPTER OF TURNAROUND MANAGEMENT ASSN, founded in 1988, is a small nonprofit that reported $246K in total revenue in fiscal year 2024. Expenses of $220K left a modest 11% surplus.

Mission

EDUCATION AND PROFESSIONAL RELATIONS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $131,696

Program Service Revenue $88,725

Investment Income $3,775

Other Revenue $21,656

TOTAL REVENUE $245,852

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $219,861

Other Expenses $219,861

TOTAL EXPENSES $219,861

Year-over-Year Comparison

	2024	2023	Change
Revenue	$245,852	$246,261	0.0%
Expenses	$219,861	$243,458	-0.1%
Net Income	$25,991	$2,803	+8.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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
VICKIE DRIVER	PREISDENT	4.00	Officer	$0	$0	$0
KATIE MARSHALL	PRESIDENT -ELECT	4.00	Officer	$0	$0	$0
JASON RAE	TREASURER	4.00	Officer	$0	$0	$0
GREG BARACATO	SECRETARY	4.00	Officer	$0	$0	$0
RACHAEL SMILEY	PUBLIC RELATIONS AND MARKE	4.00	Key Emp	$0	$0	$0
CRISSIE STEPHENSON	CHARITY	4.00	Key Emp	$0	$0	$0
EVAN GONZALES	MEMBERSHIPS	4.00	Key Emp	$0	$0	$0
PAUL OSSA	UNIVERSITY RELATIONS	4.00	Key Emp	$0	$0	$0
RAKHEE PATEL	NOW	4.00	Key Emp	$0	$0	$0
HAROLD KESSLER	REGIONAL AND NATIONAL PRGR	4.00	Key Emp	$0	$0	$0
MARTHA WYRICK	NEXTGEN	4.00	Key Emp	$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	$245,852	$219,861	$234,986	$25,991
2023	$246,261	$243,458	$209,694	$2,803
2022	$259,173	$229,694	$241,961	$29,479

DALLASFORT WORTH CHAPTER OF TURNAROUND MANAGEMENT ASSN