FERGUSON ROAD INITIATIVE

EIN: 752797489 501(c)(3) Community Improvement

Dallas, TX

Total Revenue
$363,705
Total Expenses
$254,706
Total Assets
$362,296
Net Assets
$360,517
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
TX
Principal Officer
Daniel Ortman
Phone
2143245116
Tax Period
2024-01-01 to 2024-12-31

FERGUSON ROAD INITIATIVE, founded in 1998, is a small nonprofit in the Community Improvement sector that reported $364K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $109K, a strong 30% operating margin.

Mission

Engage and empower a community of advocates to advance a safe, beautiful, prosperous and proud community in Far East Dallas.

Program Service Accomplishments

Program 1
Expenses: $33,677 Revenue: $11,292

Communication: FRI employs a comprehensive communication strategy to engage a diverse network of stakeholders, including 84,000 constituents, 2,000 businesses, and numerous community organizations...

Read more

Communication: FRI employs a comprehensive communication strategy to engage a diverse network of stakeholders, including 84,000 constituents, 2,000 businesses, and numerous community organizations. Its annual print magazine reaches 18,000 households, while the monthly digital newsletter, NewsFlash, serves 2,000 readers. A monthly Resource Directory supports low-income families and is distributed to apartment, church, and school communities. FRI hosts semi-annual Community Connection Town Halls and Crime Task Force meetings to promote dialogue and public safety. Semi-annual briefing reports are shared with donors, members, and volunteers to highlight progress. Social media platforms like Facebook and Instagram enhance outreach, and special events, resource fairs, and celebrations provide additional engagement opportunities. FRI's communication efforts are consistent, inclusive, and mission-driven, reinforcing its role as a trusted community connector in Far East Dallas.

Program 2
Expenses: $155,656 Revenue: $150,115

Community-Building: FRI serves as a backbone organization in Far East Dallas, operating as a grassroots, participatory organization with a central focus on community-building. Its approach is...

Read more

Community-Building: FRI serves as a backbone organization in Far East Dallas, operating as a grassroots, participatory organization with a central focus on community-building. Its approach is intentional and strategic, beginning with the identification of service gaps and the formation of project coalitions to address those needs. By mobilizing local leadership and fostering collaboration, FRI works to improve the overall quality of life in the community. The organization provides continuous support by guiding vision and strategy, securing funding, convening stakeholders, aligning activities, and establishing shared measurements. It also plays a key role in building public trust, communicating progress, advancing policy, and mobilizing resources. These efforts contribute to a strong collective impact among area nonprofit partners, enabling them to not only meet but exceed their missions. FRI operates behind the scenes to ensure their success, with its greatest strength lying in the development of civic leaders. Through identification, training, and coaching, FRI empowers leaders to work collaboratively and solve problems within their own communities.

Program 3
Expenses: $23,780 Revenue: $17,400

Financial Services/Education: For the past 19 years, FRI has been a vital resource for low-income individuals earning less than $60,000 annually, offering support through its Volunteer Income Tax...

Read more

Financial Services/Education: For the past 19 years, FRI has been a vital resource for low-income individuals earning less than $60,000 annually, offering support through its Volunteer Income Tax Assistance (VITA) and Financial Education Literacy programs. Since launching these services in 2005, FRI has prepared 17,900 free income tax returns, contributing to the retention of over $30 million in the Far East Dallas community through tax refunds. The organization primarily serves Hispanic families, with more than 60% of its clients being non-English speakers, reflecting its commitment to inclusivity and accessibility. In 2024 alone, FRI prepared 980 free tax returns, generating $1.3 million in refunds for local taxpayers. By offering these services at no cost, FRI helped clients save an average of $170 per return in preparation fees. In addition to tax assistance, FRI provided 787 hours of financial education and literacy services, reinforcing its mission to empower families with the knowledge and tools needed to achieve financial stability.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $351,766
Program Service Revenue $0
Investment Income $647
Other Revenue $11,292
TOTAL REVENUE $363,705

Expense Breakdown

Grants Paid $0
Salaries & Benefits $184,468
Fundraising Expenses $23,275
Program Expenses $213,113
Other Expenses $70,238
TOTAL EXPENSES $254,706

Year-over-Year Comparison

2024 2023 Change
Revenue $363,705 $293,932 +0.2%
Expenses $254,706 $320,250 -0.2%
Net Income $108,999 $-26,318 -5.1%
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

Sign In

Governance

Voting Members
16
Independent Members
16
Employees
5
Volunteers
466

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
5
$52,885
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Vikki Martin Executive Director 40
Officer
$52,885 $0 $52,885
Daniel Ortman President 4
Officer Director
$0 $0 $0
Christopher Jackson Vice President 2
Officer Director
$0 $0 $0
Melanie Flinn Secretary 2
Officer Director
$0 $0 $0
Brian Harper Treasurer 4
Officer Director
$0 $0 $0
Gary Hasty Board Member 1
Director
$0 $0 $0
Christopher Rebuck Board Member 1
Director
$0 $0 $0
Jared Greco Board Member 1
Director
$0 $0 $0
Carmen Parra Board Member 1
Director
$0 $0 $0
Dr Eddie Tealer Board Member 1
Director
$0 $0 $0
Karl Zavitkovsky Board Member 1
Director
$0 $0 $0
Sam Downey Board Member 1
Director
$0 $0 $0
Art Hall Board Member 1
Director
$0 $0 $0
Gary Garcia Board Member 1
Director
$0 $0 $0
Marcy Phillips Board Member 1
Director
$0 $0 $0
Hunter Bic Board Member 1
Director
$0 $0 $0
Karen Smith Board Member 1
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 No data No data No data No data
2024 $363,705 $254,706 $362,296 $108,999
2023 $293,932 $320,250 $265,986 $-26,318
2022 $221,966 $220,876 $292,576 $1,090
2021 $223,718 $188,829 $291,527 $34,889
2020 $209,360 $150,693 $246,771 $58,667
2019 $173,698 $144,115 $191,733 $29,583
2018 $125,233 $135,573 $159,240 $-10,340
Explore More Nonprofits
Top 100 Nonprofits in Texas Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare FERGUSON ROAD INITIATIVE with other nonprofits in Texas and across the country.