THE DALLAS ASSEMBLY (EIN 756036728) - 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

1962

Legal Domicile

Phone

2149527456

Tax Period

2024-07-01 to 2025-06-30

THE DALLAS ASSEMBLY, founded in 1962, is a small nonprofit that reported $523K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $797K exceeded revenue, resulting in a 53% operating deficit.

Mission

THE DALLAS ASSEMBLY WAS FORMED IN 1962 TO PROVIDE A FORUM FOR COMMUNITY LEADERS TO DISCUSS LOCAL, STATE, AND NATIONAL ISSUES AS THEY RELATE TO DALLAS AND TO PROVIDE A SETTING FOR CREATING PROFESSIONAL CONTACTS AND ALLIANCES.

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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 $148,040

Program Service Revenue $374,477

Investment Income $0

Other Revenue $0

TOTAL REVENUE $522,517

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $685,397

Other Expenses $796,910

TOTAL EXPENSES $796,910

Year-over-Year Comparison

	2024	2023	Change
Revenue	$522,517	$634,362	-0.2%
Expenses	$796,910	$417,209	+0.9%
Net Income	$-274,393	$217,153	-2.3%

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

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
MIGUEL SOLIS	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
RAYMOND FERRELL	President	3.00	Officer Director	$0	$0	$0
MITA HAVLICK	Vice President	1.00	Officer Director	$0	$0	$0
HOLLY KUZMICH	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
CATHERINE CUELLAR	Secretary	1.00	Officer Director	$0	$0	$0
MICHAEL HORNE	Treasurer	2.00	Officer Director	$0	$0	$0
MARVIN SINGLETON	Vice President	1.00	Officer Director	$0	$0	$0
PETER BRODSKY	Vice President	1.00	Officer Director	$0	$0	$0
ALFREDA NORMAN	Vice President	1.00	Officer Director	$0	$0	$0
JIMMY TRAN	Vice President	1.00	Officer Director	$0	$0	$0
ANDY SMITH	Vice President	1.00	Officer Director	$0	$0	$0
SARAH JACKSON	Vice President	1.00	Officer Director	$0	$0	$0
UNO IMMANIVONG	COMMUNICATIONS	1.00	Officer Director	$0	$0	$0
SUZAN KEDRON	Vice President	1.00	Officer 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	$522,517	$796,910	$464,399	$-274,393
2024	$634,362	$417,209	$634,097	$217,153
2023	$626,781	$646,817	$351,480	$-20,036
2022	$640,669	$558,245	$371,516	$82,424
2020	$363,584	$356,952	$226,543	$6,632
2019	$377,541	$331,298	$219,911	$46,243

THE DALLAS ASSEMBLY