TREC COMMUNITY INVESTORS

EIN: 800718545 501(c)(3) Human Services

DALLAS, TX

Total Revenue
$2,974,115
Total Expenses
$4,208,662
Total Assets
$9,899,656
Net Assets
$7,544,089
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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
2011
Legal Domicile
TX
Principal Officer
JAMEE JOLLY
Phone
2146923600
Tax Period
2024-01-01 to 2024-12-31

TREC COMMUNITY INVESTORS, founded in 2011, is a community nonprofit in the Human Services sector that reported $3.0M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $4.2M exceeded revenue, resulting in a 42% operating deficit.

Mission

TREC COMMUNITY INVESTORS JOINS FORCES WITH UNDERSERVED COMMUNITIES TO INVEST IN THE DISINVESTED, ENERGIZE NEIGHBORHOODS, AND CHANGE LIVES. THROUGH ACCESS TO FLEXIBLE CAPITAL AND REAL ESTATE EXPERTISE, WE MAKE AN UNWAVERING COMMITMENT TO BUILD A LASTING IMPACT IN THE COMMUNITIES WE SERVE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,997,732
Program Service Revenue $703,245
Investment Income $272,840
Other Revenue $298
TOTAL REVENUE $2,974,115

Expense Breakdown

Grants Paid $1,268,656
Salaries & Benefits $1,300,318
Fundraising Expenses $148,176
Program Expenses $3,823,399
Other Expenses $1,639,688
TOTAL EXPENSES $4,208,662

Year-over-Year Comparison

2024 2023 Change
Revenue $2,974,115 $3,169,420 -0.1%
Expenses $4,208,662 $2,984,142 +0.4%
Net Income $-1,234,547 $185,278 -7.7%
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

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Governance

Voting Members
21
Independent Members
21
Employees
7
Volunteers
243

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
$636,459
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RICK PERDUE CHAIRMAN 2.00
Officer Director
$0 $0 $0
HEATH CHEEK SECRETARY 0.50
Officer Director
$0 $0 $0
ANGELA DUNNING TREASURER 0.50
Officer Director
$0 $0 $0
DIANE CHAVEZ BOARD MEMBER 0.50
Director
$0 $0 $0
FERNANDO CEBALLOS BOARD MEMBER 0.50
Director
$0 $0 $0
SCOTT ROHRMAN BOARD MEMBER 0.50
Director
$0 $0 $0
ALEXIS COOK BOARD MEMBER 0.50
Director
$0 $0 $0
CHRISTIAN EVANS BOARD MEMBER 0.50
Director
$0 $0 $0
ALLISON HUBBARD BOARD MEMBER 0.50
Director
$0 $0 $0
STEPHANIE LAUGHLIN BOARD MEMBER 0.50
Director
$0 $0 $0
SAM LITTLEJOHN BOARD MEMBER 0.50
Director
$0 $0 $0
KEVIN WIERENGA BOARD MEMBER 0.50
Director
$0 $0 $0
ALTA MANTSCH BOARD MEMBER 0.50
Director
$0 $0 $0
COURTNEY SPELLICY BOARD MEMBER 0.50
Director
$0 $0 $0
DAVID LAWRENCE BOARD MEMBER 0.50
Director
$0 $0 $0
JEFF KOCHER BOARD MEMBER 0.50
Director
$0 $0 $0
KENT HOWARD BOARD MEMBER 0.50
Director
$0 $0 $0
DENISE FANSLER BOARD MEMBER 0.50
Director
$0 $0 $0
CHRIS NIXON BOARD MEMBER 0.50
Director
$0 $0 $0
KRISTIAN TELEKI BOARD MEMBER 0.50
Director
$0 $0 $0
MARCY HELFAND BOARD MEMBER 0.50
Director
$0 $0 $0
LINDA MCMAHON CEO/PRESIDENT (UNTIL 6/30/24) 22.00
Officer
$130,672 $8,470 $246,055
JAMEE JOLLY CEO/PRESIDENT 22.00
Officer
$39,943 $1,657 $74,280
SUMMER LOVELAND CFO/COO 20.00
Officer
$146,391 $23,342 $316,124
AMY STOVALL SR. DIRECTOR 17.20
Highest
$43,244 $25,234 $125,800
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 $2,974,115 $4,208,662 $9,899,656 $-1,234,547
2023 $3,169,420 $2,984,142 $9,708,983 $185,278
2022 $2,244,311 $2,651,940 $10,382,604 $-407,629
2021 $2,221,156 $1,648,439 $12,217,217 $572,717
2020 $2,622,902 $568,071 $11,220,097 $2,054,831
2019 $6,465,950 $2,349,577 $7,760,664 $4,116,373
2018 $1,301,347 $492,860 $2,376,282 $808,487
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