THE DALLAS FOUNDATION Charity Report

Public IRS 990 nonprofit record

THE DALLAS FOUNDATION

EIN 75-2890371 · Community Foundations (T31)

What they do

DALLAS FOUNDATION BRINGS TOGETHER PEOPLE, IDEAS and INVESTMENTS IN GREATER DALLAS SO INDIVIDUALS and FAMILIES CAN REACH THEIR FULL POTENTIAL.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $90.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders24 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

58.47%of revenue went to mission work90.9% of expenses · Program services

1.64%of revenue went to fundraising2.5% of expenses

$64.36spent for every $100 of revenueRevenue covered expenses this year.

4.24%of revenue went to management and office costs6.6% of expenses

$4.77in assets for every $1 spent this yearSome assets cannot be spent right away.

79.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $532,125 for JULIE DIAZ (EXECUTIVE VP & COO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$159,979,237

Mission workProgram services$93,547,49658.47% of revenue90.9% of expenses

ManagementOffice and general costs$6,790,1564.24% of revenue6.6% of expenses

FundraisingAsking for donations$2,623,0581.64% of revenue2.5% of expenses

Revenue left after expensesReported annual surplus$57,018,52735.64% of revenueShown in gray on the chart

Total expenses$102,960,71064.36% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 90.9% mission · 6.6% management · 2.5% fundraisingTotal expenses: 64.36% of revenue

2023Expense mix: 88.8% mission · 8.4% management · 2.8% fundraisingTotal expenses: 84.26% of revenue

2022Expense mix: 82.7% mission · 15.2% management · 2.1% fundraisingTotal expenses: 65.43% of revenue

2021Expense mix: 90.0% mission · 7.9% management · 2.1% fundraisingTotal expenses: 67.70% of revenue

2020Expense mix: 89.0% mission · 8.1% management · 2.9% fundraisingTotal expenses: 79.76% of revenue

2019Expense mix: 92.1% mission · 5.5% management · 2.4% fundraisingTotal expenses: 97.38% of revenue

2018Expense mix: 92.5% mission · 6.5% management · 1.0% fundraisingTotal expenses: 101.21% of revenue

2017Expense mix: 90.1% mission · 9.0% management · 0.9% fundraisingTotal expenses: 94.64% of revenue

Money in and money out

Revenue$159,979,237

Expenses$102,960,710

Annual surplus $57,018,527 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$93,547,496 · 90.9% of expenses

Management and office costs$6,790,156 · 6.6% of expenses

Fundraising$2,623,058 · 2.5% of expenses

See all reported dollar amounts

Revenue$159,979,237

Expenses$102,960,710

Assets$491,515,408

Income$677,221,268

Contributions$127,238,467

Mission work (program services)$93,547,496

Fundraising$2,623,058

Grants given$563,792,885

Average grant$92,577

Management and general$6,790,156

Executive compensation (total)$944,552

Accounting fees$87,853

Investing fees$907,638

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JULIE DIAZEXECUTIVE VP & COO · 40 hrs/week $532,125Base $518,549 · Other $13,576

TORREY LITTLETONCHIEF FINANCIAL OFFICER · 40 hrs/week $290,738Base $260,781 · Other $29,957

GARY GARCIASR DIRECTOR, PHILANTHROPIC PARTNERSHIPS · 40 hrs/week $202,626Base $179,721 · Other $22,905

ANGELA WOODSONSENIOR DIRECTOR OF STRATEGIC INITIATIVES · 40 hrs/week $201,832Base $182,830 · Other $19,002

DAWN TOWNSENDVP MARKETING & COMMUNICATIONS · 40 hrs/week $178,910Base $171,356 · Other $7,554

KIMBERLY MONTEZDIRECTOR, GIFT PLANNING & FAMILY PHILANTHROPY · 40 hrs/week $176,360Base $158,343 · Other $18,017

JESSICA WATTSCHIEF PARTNERSHIP OFFICER · 40 hrs/week $146,696Base $140,944 · Other $5,752

MICHELLE SCHNEIDERVICE PRESIDENT OF INFORMATION TECHNOLOGY · 40 hrs/week $146,091Base $132,599 · Other $13,492

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (24)

JULIE DIAZEXECUTIVE VP & COO

TORREY LITTLETONCHIEF FINANCIAL OFFICER

GARY GARCIASR DIRECTOR, PHILANTHROPIC PARTNERSHIPS

ANGELA WOODSONSENIOR DIRECTOR OF STRATEGIC INITIATIVES

DAWN TOWNSENDVP MARKETING & COMMUNICATIONS

KIMBERLY MONTEZDIRECTOR, GIFT PLANNING & FAMILY PHILANTHROPY

JESSICA WATTSCHIEF PARTNERSHIP OFFICER

MICHELLE SCHNEIDERVICE PRESIDENT OF INFORMATION TECHNOLOGY

TREVOR REES JONES IIIBOARD MEMBER

AMBER SCANLANBOARD MEMBER

TIM HAFERBOARD MEMBER

SUSAN SALKABOARD MEMBER

STEFFEN FUCHSBOARD MEMBER

MARK OKADABOARD MEMBER

LYDIA ADDYCHAIR

LAEL MELVILLEBOARD MEMBER

JOE SCHLOESSERBOARD MEMBER

JEREMY SMITHBOARD MEMBER

JAIMEE EDDINGTONBOARD MEMBER

ELIZABETH PHILLIPSBOARD MEMBER

COURTNEY UNDERWOODBOARD MEMBER

CHRIS LUNAVICE CHAIR

BRIDGET LOPEZBOARD MEMBER

BOBBY BISORSECRETARY

About this charity

Recognized since: January 2000
Location: 3000 PEGASUS PARK DR 930, DALLAS, TX 75247
County: Dallas
In care of: TORREY LITTLETON
Primary officer: TORREY LITTLETON, CFO

How to reach them

WebsiteVisit the charity’s website Emailinfo@dallasfoundation.org Phone(214) 741-9898

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: WEAVER AND TIDWELL LLP
NTEE classification: Community Foundations (T31)
IRS tax category: Community Foundations
Grant-giving organization: Yes