DALLAS COUNTY MEDICAL SOCIETY ALLIANCE FOUNDATION (EIN 756040781) - 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

1917

Legal Domicile

Principal Officer

DEBORAH PARNELL

Phone

2148232972

Tax Period

2025-01-01 to 2025-12-31

DALLAS COUNTY MEDICAL SOCIETY ALLIANCE FOUNDATION, founded in 1917, is a small nonprofit in the Diseases & Disorders sector that reported $157K in total revenue in fiscal year 2025. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $97K, a strong 62% operating margin.

Mission

ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES, SPECIFICALLY TO (1) PROMOTE HEALTH EDUCATION THROUGH COMMUNITY PROGAMMING, (2)PRESERVE AND MAINTAIN THE HISTORIC ALDREDGE HOUSE

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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 (2025)

Revenue Breakdown

Contributions & Grants $113,269

Program Service Revenue $0

Investment Income $98,266

Other Revenue $-54,087

TOTAL REVENUE $157,448

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,951

Other Expenses $60,056

TOTAL EXPENSES $60,056

Year-over-Year Comparison

	2025	2024	Change
Revenue	$157,448	$129,514	+0.2%
Expenses	$60,056	$19,757	+2.0%
Net Income	$97,392	$109,757	-0.1%

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

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
DEBORAH PARNELL	PRESIDENT	5.00	Officer	$0	$0	$0
MICHELLE SMALL	PRESIDENT ELECT	5.00	Officer	$0	$0	$0
CATHERINE STONE MD	RECORDING SECRETARY	3.00	Officer	$0	$0	$0
KATHY STONE	CORRESPONDING SECRETARY	3.00	Officer	$0	$0	$0
SHERI MILLER	TREASURER	3.00	Officer	$0	$0	$0
SHERI MILLER	ASSISTANT TREASURER(AH)	3.00	Officer	$0	$0	$0
CANDY EVANS	PARLIAMENTARIAN	3.00	Officer	$0	$0	$0
BELLA MAIORIELLO	VP-HEALTH PROJECTS	3.00	Officer	$0	$0	$0
MIMI GILLIAND	VP PHILANTHROPY	3.00	Officer	$0	$0	$0
BARENDA HINO	VP ALDREDGE HOUSE	3.00	Officer	$0	$0	$0
WENDY HANSEN	VP ALDREDGE HOUSE	3.00	Officer	$0	$0	$0
RULAN HEBELER	VP ALDREDGE HOUSE	3.00	Officer	$0	$0	$0
LIBBY LUTERMAN	VP EDITH CAVELL	3.00	Officer	$0	$0	$0
LORI BENOLD	VP MEMBERSHIP	3.00	Officer	$0	$0	$0
SUSAN HALEY	VP PROGRAMS	3.00	Officer	$0	$0	$0
CHRISTINE GOFF	VP LEGISLATIVE	3.00	Officer	$0	$0	$0
ANNETTE RUTHERFORD	FINANCE/BEF	3.00	Officer	$0	$0	$0
LAURA NOE	BY LAWS	3.00	Officer	$0	$0	$0
KAY HYLAND	STRATEGIC PLANNING	3.00	Officer	$0	$0	$0
WENDY PARNELL TOLES MD	SOCIAL MEDIA	3.00	Officer	$0	$0	$0
NANCY SHELTON	FOAH LIAISON	3.00	Officer	$0	$0	$0
LYNN DOERRFELD	COMMUNICATIONS	3.00	Officer	$0	$0	$0
KIM VERNON MD	RETIRED PHYSICIANS CO CHAIR	3.00	Officer	$0	$0	$0
WINFRED PARNELL MD	RETIRED PHYSICIANS CO CHAIR	3.00	Officer	$0	$0	$0
CANDY EVANS	PRESIDENTS ADVISOR	3.00	Officer	$0	$0	$0
SANDY BROTHERS MD	PRESIDENTS ADVISOR	3.00	Officer	$0	$0	$0
KAKI HOPKINS	PRESIDENTS ADVISOR	3.00	Officer	$0	$0	$0
ANGELIQUE REAGOR	PRESIDENTS ADVISOR	3.00	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
2025	$157,448	$60,056	$1,355,105	$97,392
2024	$129,514	$19,757	$1,257,713	$109,757
2023	$161,588	$9,727	$1,147,956	$151,861
2022	$-21,068	$30,421	$996,095	$-51,489
2021	$101,632	$44,703	$1,099,682	$56,929
2020	$50,526	$47,714	$998,870	$2,812
2019	$42,684	$13,551	$996,733	$29,133

DALLAS COUNTY MEDICAL SOCIETY ALLIANCE FOUNDATION