Dialogue Foundation (EIN 941630730) - 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

1966

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Dialogue Foundation, founded in 1966, is a small nonprofit in the Arts, Culture & Humanities sector that reported $211K in total revenue in fiscal year 2023. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $60K, a strong 28% operating margin.

Mission

Dialogue Foundation supports religious education through the publication of scholarly religious materials.

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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 $64,480

Program Service Revenue $51,837

Investment Income $94,479

Other Revenue $0

TOTAL REVENUE $210,796

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $117,317

Other Expenses $151,144

TOTAL EXPENSES $151,144

Year-over-Year Comparison

	2023	2022	Change
Revenue	$210,796	$139,348	+0.5%
Expenses	$151,144	$154,451	0.0%
Net Income	$59,652	$-15,103	-4.9%

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

N/A

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

$26,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Taylor Petrey	Trustee	2.00	Director	$26,000	$0	$26,000
Zach Davis	Trustee	1.00	Director	$0	$0	$0
Stephen Bradford	Trustee	1.00	Director	$0	$0	$0
Linda Hoffman Kimball	Trustee	1.00	Director	$0	$0	$0
Andi Pitcher-Davis	Trustee	1.00	Director	$0	$0	$0
Josh Penrod	Trustee	1.00	Director	$0	$0	$0
Matt Bowman	Trustee	1.00	Director	$0	$0	$0
Molly Bennion	Trustee	2.00	Director	$0	$0	$0
Morris Thurston	Trustee	2.00	Director	$0	$0	$0
Michael Austin	Trustee	2.00	Director	$0	$0	$0
Aaron Brown	Trustee	2.00	Director	$0	$0	$0
Benjamin Park	Trustee	2.00	Director	$0	$0	$0
Rebecca deSchweinitz	Trustee	2.00	Director	$0	$0	$0
Rebecca England	Treasurer	2.00	Officer Director	$0	$0	$0
Chris Kimball	Chair	2.00	Officer 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	$210,796	$151,144	$1,640,637	$59,652
2022	$139,348	$154,451	$1,544,505	$-15,103
2021	$414,005	$152,925	$1,718,978	$261,080
2020	$158,880	$124,053	$1,435,748	$34,827
2019	$135,090	$168,043	$1,353,920	$-32,953
2018	$168,023	$144,770	$1,243,851	$23,253

Dialogue Foundation