Dallas Fort Worth Chapter of RIMS

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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

1978

Legal Domicile

Principal Officer

Emily Casso

Phone

8172329551

Tax Period

2023-01-01 to 2023-12-31

Dallas Fort Worth Chapter of RIMS, founded in 1978, is a small nonprofit that reported $345K in total revenue in fiscal year 2023. Revenue surged 100% from the prior year, signaling strong growth momentum. Expenses of $295K left a modest 14% surplus.

Mission

None

Program Service Accomplishments

Program 1

Expenses: $63,380 Revenue: $74,078

The DFW RIMS Annual Golf Tournament is an annual event put on by risk managers and supporting vendors to offer scholarships, grants, and other funding opportunities for students in the area who have an academic focus on insurance, risk management, actuarial science or a related field. The 2023 event was attended by 174 people.

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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 $57,572

Program Service Revenue $56,644

Investment Income $45

Other Revenue $230,455

TOTAL REVENUE $344,716

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,380

Other Expenses $295,058

TOTAL EXPENSES $295,058

Year-over-Year Comparison

	2023	2022	Change
Revenue	$344,716	$171,969	+1.0%
Expenses	$295,058	$180,382	+0.6%
Net Income	$49,658	$-8,413	-6.9%

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

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
Emily Casso	President	5.00	Officer Director	$0	$0	$0
LaToya Lee	Past President	2.00	Officer Director	$0	$0	$0
Marissa Holland	Vice President	2.00	Officer Director	$0	$0	$0
Catrina Gilbert	Treasurer	2.00	Officer Director	$0	$0	$0
Pamela Bradshaw	Secretary	2.00	Officer Director	$0	$0	$0
Tiara Wallace	Assistant Secretary	2.00	Officer Director	$0	$0	$0
Jason Shepard	Director	2.00	Officer Director	$0	$0	$0
Mark Barta	Director	2.00	Officer Director	$0	$0	$0
Bill Plisga	Director	2.00	Officer Director	$0	$0	$0
Veronica Brooks	Director	2.00	Officer Director	$0	$0	$0
Sherrill Wilson	Director	2.00	Officer Director	$0	$0	$0
Jason Turk	Director	2.00	Officer Director	$0	$0	$0
Jason Znoy	Director	2.00	Officer Director	$0	$0	$0
Jason Hunt	Director	2.00	Officer	$0	$0	$0
Sara Coleman	Advisor	2.00	Officer	$0	$0	$0
Ty Sheaks	Advisor	2.00	Officer	$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	No data	No data	No data	No data
2023	$344,716	$295,058	$292,937	$49,658
2022	$171,969	$180,382	$243,279	$-8,413
2021	$94,862	$101,300	$251,692	$-6,438
2020	$129,323	$61,578	$258,330	$67,745
2019	$222,182	$161,324	$190,585	$60,858