DALLAS, TX
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
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.
NEIGHBORHOOD REVITALIZATION: TREC CI PARTNERS WITH OTHER COMMUNITY ORGANIZATIONS TO FOCUS ON JOB AND WEALTH CREATION AND COMMUNITY OWNERSHIP AND LEADERSHIP OPPORTUNITIES IN LOW TO MODERATE INCOME...
NEIGHBORHOOD REVITALIZATION: TREC CI PARTNERS WITH OTHER COMMUNITY ORGANIZATIONS TO FOCUS ON JOB AND WEALTH CREATION AND COMMUNITY OWNERSHIP AND LEADERSHIP OPPORTUNITIES IN LOW TO MODERATE INCOME COMMUNITIES.
HOUSING: TREC CI PROVIDES FUNDING FOR RENOVATION OF MULTIFAMILY PROPERTIES, HOME IMPROVEMENT PROJECTS; PROVIDES PROFESSIONAL SERVICES AND VOLUNTEER SUPPORT AS WELL AS GRANTS FOR REHABILITATION...
HOUSING: TREC CI PROVIDES FUNDING FOR RENOVATION OF MULTIFAMILY PROPERTIES, HOME IMPROVEMENT PROJECTS; PROVIDES PROFESSIONAL SERVICES AND VOLUNTEER SUPPORT AS WELL AS GRANTS FOR REHABILITATION PROJECTS, AND PLAYS A ROLE IN THE ESTABLISHMENT OF A COMMUNITY LAND TRUST.
LENDING: TREC CI IS CERTIFIED BY THE US DEPARTMENT OF THE TREASURY AS A COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION (CDFI) AND PROVIDES FLEXIBLE LOANS TO QUALIFYING ORGANIZATIONS TRANSFORMING...
LENDING: TREC CI IS CERTIFIED BY THE US DEPARTMENT OF THE TREASURY AS A COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION (CDFI) AND PROVIDES FLEXIBLE LOANS TO QUALIFYING ORGANIZATIONS TRANSFORMING UNDERSERVED COMMUNITIES.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
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
Sign In| 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 |
| 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 |
Compare TREC COMMUNITY INVESTORS with other nonprofits in Texas and across the country.