OKTOBERFEST DALLAS FOUNDATION

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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

2021

Legal Domicile

Principal Officer

Doug Rabe

Phone

4693717058

Tax Period

2024-07-01 to 2025-06-30

OKTOBERFEST DALLAS FOUNDATION, founded in 2021, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $4K in total revenue in fiscal year 2024. Revenue surged 194% from the prior year, signaling strong growth momentum. Expenses of $4K left a modest 4% surplus.

Mission

Public support for public schools and charitable organizations in the Lake Highlands community of Dallas, TX.

Program Service Accomplishments

Program 1

Expenses: $4,000 Revenue: $0

The mission of Oktoberfest Dallas Foundation is to raise funds for grants to local community organizations including local schools, PTAs, and various local charities.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $4,415

TOTAL REVENUE $4,415

Expense Breakdown

Grants Paid $4,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,000

Other Expenses $256

TOTAL EXPENSES $4,256

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,415	$1,502	+1.9%
Expenses	$4,256	$1,267	+2.4%
Net Income	$159	$235	-0.3%

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	Role	Reportable Comp	Other Comp	Total
Christopher Brown	Director	Director	$0	$0	$0
Patrick Brown	Director	Director	$0	$0	$0
Mark Holmes	Director	Director	$0	$0	$0
Gale Lewis	Director	Director	$0	$0	$0
Carlin Volkmer	Director	Director	$0	$0	$0
Doug Rabe	Treasurer	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	$4,415	$4,256	$15,383	$159
2024	No data	No data	No data	No data
2023	$19,369	$14,723	$14,988	$4,646
2022	$62,702	$52,360	$10,343	$10,342