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
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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
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.

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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%)

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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
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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

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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
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