Episcopal Foundation Of Dallas

EIN: 756038552 501(c)(3) Religion

Dallas, TX

Total Revenue
$681,981
Total Expenses
$423,976
Total Assets
$44,263,219
Net Assets
$7,226,612
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1948
Legal Domicile
TX
Principal Officer
Robbi Rice Dietrich
Phone
2143669996
Tax Period
2020-01-01 to 2020-12-31

Episcopal Foundation Of Dallas, founded in 1948, is a small nonprofit in the Religion sector that reported $682K in total revenue in fiscal year 2020. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $258K, a strong 38% operating margin.

Mission

TO STRENGTHEN AND SUPPORT FAITH COMMUNITIES BY PARTNERING WISE INVESTMENTS WITH PURPOSEFUL GIVING.

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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 (2020)

Revenue Breakdown

Contributions & Grants $106,055
Program Service Revenue $176,836
Investment Income $396,189
Other Revenue $2,901
TOTAL REVENUE $681,981

Expense Breakdown

Grants Paid $215,499
Salaries & Benefits $152,756
Fundraising Expenses $0
Program Expenses $252,488
Other Expenses $55,721
TOTAL EXPENSES $423,976

Year-over-Year Comparison

2020 2019 Change
Revenue $681,981 $511,835 +0.3%
Expenses $423,976 $447,200 -0.1%
Net Income $258,005 $64,635 +3.0%
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

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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
17
Independent Members
17
Employees
4
Volunteers
19

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
6
$88,200
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Pamela Fellows Jamieson Executive Director 29.0
Officer
$88,200 $0 $88,200
PHILIP M DE BRUYN CHAIR 2.0
Officer Director
$0 $0 $0
Robbi Rice Dietrich President 2.0
Officer Director
$0 $0 $0
Kenneth Hanks Vice President 2.0
Officer Director
$0 $0 $0
Christopher S Ayres Treasurer 2.0
Officer Director
$0 $0 $0
C JEDSON Nau Secretary 2.0
Officer Director
$0 $0 $0
Patrick Carrigan TRUSTEE 2.0
Director
$0 $0 $0
Andy Welch TRUSTEE 2.0
Director
$0 $0 $0
TJ McCoy Trustee 2.0
Director
$0 $0 $0
Barbara McColm Trustee 2.0
Director
$0 $0 $0
Rev Fabian Villalobos Trustee 2.0
Director
$0 $0 $0
Langford Keith Trustee 2.0
Director
$0 $0 $0
Eugenia H King Trustee 2.0
Director
$0 $0 $0
Elizabeth Trupiano Trustee 2.0
Director
$0 $0 $0
Scott Hancock Trustee 2.0
Director
$0 $0 $0
Bishop George R Sumner Trustee 2.0
Director
$0 $0 $0
Elizabeth Jiggs Foster Trustee 2.0
Director
$0 $0 $0
William C Beecherl Trustee 2.0
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
2020 $681,981 $423,976 $44,263,219 $258,005
2019 $511,835 $447,200 $39,674,450 $64,635
2018 $611,857 $437,702 $34,787,459 $174,155
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