Dallas Retirement 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

1992

Legal Domicile

Principal Officer

Sue Lamb

Phone

5036235581

Tax Period

2023-01-01 to 2023-12-31

Dallas Retirement Foundation, founded in 1992, is a small nonprofit that reported $130K in total revenue in fiscal year 2023. Revenue fell 53% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $25K, a strong 19% operating margin.

Mission

TO SERVE THE COMMUNITY BY ACTIVELY SUPPORTING THE WORK OF THE DALLAS RETIREMENT VILLAGE.

Program Service Accomplishments

Program 1

Expenses: $105,333

SERVING THE RESIDENTS OF DALLAS RETIREMENT VILLAGE AND ITS COMMUNITY THROUGH PROGRAMS, ACTIVITIES, EDUCATION AND THE ENHANCEMENT AND DEVELOPMENT OF THE CAMPUS - ALL ADDING TO THE QUALITY OF LIFE FOR...

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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 (2023)

Revenue Breakdown

Contributions & Grants $129,378

Program Service Revenue $0

Investment Income $362

Other Revenue $139

TOTAL REVENUE $129,879

Expense Breakdown

Grants Paid $105,333

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $105,333

Other Expenses $0

TOTAL EXPENSES $105,333

Year-over-Year Comparison

	2023	2022	Change
Revenue	$129,879	$278,285	-0.5%
Expenses	$105,333	$86,209	+0.2%
Net Income	$24,546	$192,076	-0.9%

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

$20,151

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sue Lamb	Development Dir	10.00	Officer	$0	$0	$20,151
Jim Wall	Director	3.00	Director	$0	$0	$0
Carolyn Wall	Sec/Treas	3.00	Officer Director	$0	$0	$0
Mike Ainsworth	Chair	3.00	Officer Director	$0	$0	$0
Joyce Matteson	Director	3.00	Director	$0	$0	$0
Ben Bauman	Director	3.00	Director	$0	$0	$0
Del Warren	Director	3.00	Director	$0	$0	$0
Barbara Powers	Director	3.00	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
2024	No data	No data	No data	No data
2023	$129,879	$105,333	$250,222	$24,546
2022	$278,285	$86,209	$225,676	$192,076
2021	$153,202	$72,909	$176,339	$80,293
2020	$87,281	$319,485	$143,307	$-232,204
2019	$67,143	$67,743	$185,511	$-600
2018	$77,339	$71,889	$186,111	$5,450