THE DALLAS FOUNDATION (EIN 752890371) - 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

2000

Legal Domicile

Principal Officer

JULIE DIAZ

Phone

2147419898

Tax Period

2023-01-01 to 2023-12-31

THE DALLAS FOUNDATION, founded in 2000, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $100.6M in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $15.8M, a strong 16% operating margin.

Mission

DALLAS FOUNDATION BRINGS TOGETHER PEOPLE, IDEAS AND INVESTMENTS IN GREATER DALLAS SO INDIVIDUALS AND FAMILIES CAN REACH THEIR FULL POTENTIAL.

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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 $85,268,717

Program Service Revenue $0

Investment Income $15,300,438

Other Revenue $62,792

TOTAL REVENUE $100,631,947

Expense Breakdown

Grants Paid $68,863,145

Salaries & Benefits $4,632,359

Fundraising Expenses $2,353,503

Program Expenses $75,320,695

Other Expenses $11,150,295

TOTAL EXPENSES $84,795,799

Year-over-Year Comparison

	2023	2022	Change
Revenue	$100,631,947	$149,681,480	-0.3%
Expenses	$84,795,799	$97,933,717	-0.1%
Net Income	$15,836,148	$51,747,763	-0.7%

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

975

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

$1,159,204

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMBER SCANLAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BOBBY BISOR	BOARD MEMBER	1.00	Director	$0	$0	$0
CATHERINE ROSE	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH PHILLIPS	BOARD MEMBER	1.00	Director	$0	$0	$0
JAIMEE EDDINGTON	BOARD MEMBER	1.00	Director	$0	$0	$0
JEREMY SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK OKADA	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL SORRELL	BOARD MEMBER	1.00	Director	$0	$0	$0
STEFFEN FUCHS	BOARD MEMBER	1.00	Director	$0	$0	$0
TREVOR REES JONES III	BOARD MEMBER	1.00	Director	$0	$0	$0
LYDIA ADDY	CHAIR	3.00	Officer Director	$0	$0	$0
CHRIS LUNA	VICE CHAIR & SECRETARY	3.00	Officer Director	$0	$0	$0
MATTHEW RANDAZZO	PRESIDENT & CEO - TERM 7/2/23	40.00	Officer	$272,946	$24,870	$297,816
JULIE DIAZ	EXECUTIVE VP & COO, INTERIM PRESIDENT & CEO	40.00	Officer	$367,667	$13,433	$381,100
TORREY LITTLETON	CHIEF FINANCIAL OFFICER	40.00	Officer	$231,518	$25,165	$256,683
DREXELL OWUSU	CHIEF IMPACT OFFICER	40.00	Officer	$189,220	$34,385	$223,605
DAWN TOWNSEND	VP MARKETING & COMMUNICATIONS	40.00	Highest	$139,344	$13,543	$152,887
GARY GARCIA	SR DIRECTOR, PHILANTHROPIC PARTNERSHIPS	40.00	Highest	$161,511	$21,910	$183,421
KIMBERLY MONTEZ	DIRECTOR, GIFT PLANNING & FAMILY PHILANTHROPY	40.00	Highest	$149,216	$14,532	$163,748
SAMANTHA WAKELAND	SENIOR DIRECTOR, FINANCE	40.00	Highest	$141,792	$14,246	$156,038
ANGELA WOODSON	SENIOR DIRECTOR OF STRATEGIC INITIATIVES	40.00	Highest	$137,029	$14,053	$151,082

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	$100,631,947	$84,795,799	$429,083,554	$15,836,148
2022	$149,681,480	$97,933,717	$394,226,939	$51,747,763
2021	$137,312,103	$92,954,577	$387,395,879	$44,357,526
2020	$101,410,578	$80,883,055	$337,274,931	$20,527,523
2019	$97,887,988	$95,320,836	$306,692,518	$2,567,152
2018	$71,308,436	$72,169,650	$269,914,313	$-861,214

THE DALLAS FOUNDATION